车中旭霞·2025-07-28 08:24Core Viewpoint - The article discusses the rapid advancements in the automotive intelligence sector, highlighting the commercialization of autonomous driving technologies and the issuance of operational licenses for smart connected vehicles in Shanghai, which marks a significant step towards the integration of autonomous vehicles into everyday life [2][19][21]. Group 1: Key Developments in Autonomous Driving - Tesla's intelligent driving plan is set to further localize in China within the year, with the launch of Robotaxi services in various regions [17][18]. - Shanghai has issued a new batch of operational licenses for smart connected vehicles, allowing companies like Pony.ai and Baidu to commence autonomous driving services [19][21]. - Pony.ai's Robotaxi has received approval for demonstration operations in central Shanghai, expanding its autonomous driving network across major cities [21][22]. Group 2: Industry Data and Trends - As of May 2025, the penetration rate of L2 and above functions in passenger vehicles reached 28.1%, showing a year-on-year increase of 13 percentage points [6][7]. - The penetration rate of 800 million pixel cameras in passenger vehicles increased to 66.7%, with an annual growth of 23 percentage points [4][5]. - The market share of lidar in passenger vehicles reached 10%, reflecting a year-on-year increase of 4 percentage points [5]. Group 3: Technological Innovations - Pony.ai's seventh-generation Robotaxi has completed over 2 million kilometers of road testing, marking a significant milestone in the mass production of L4 autonomous driving technology [23]. - WeRide has launched a high-performance computing platform based on NVIDIA's latest DRIVE Thor X chip, enhancing the capabilities of its Robotaxi [25]. - 行深智能 has introduced an L4 autonomous driving solution based on Horizon's computing platform, expanding its application to urban logistics [26]. Group 4: Collaborations and Partnerships - Uber has partnered with Lucid and Nuro to launch an autonomous taxi fleet by 2026, integrating Nuro's technology into Lucid vehicles [30]. - Baidu and Uber have announced a strategic partnership to deploy autonomous taxi services in various markets outside the US and mainland China [32]. - GAC Group plans to deepen its strategic cooperation with Huawei to promote high-quality development in the automotive industry [36].