BAIC BluePark(SH:600733) IPO早知道·2025-10-25 02:36Core Viewpoint - The successful rollout of the 300th L4 Robotaxi, the Jihu Alpha T5, developed by Pony.ai and BAIC New Energy, marks a significant milestone in the collaboration between the two companies, establishing a benchmark for Robotaxi models in China and providing a key example for the development of the intelligent connected vehicle industry [4][5]. Group 1: Production and Technology - The Jihu Alpha T5 Robotaxi, which began mass production in July, is equipped with Pony.ai's seventh-generation autonomous driving solution, capable of operating in all weather, scenarios, and time periods [4][5]. - Each seventh-generation Robotaxi produced is designed to have full autonomous driving capabilities, creating a closed-loop system that facilitates faster service delivery to users by shortening the path between technology validation and operational deployment [5][7]. - The collaboration has achieved significant advancements in L4 autonomous vehicle development, including positive research and development, production line construction, supply chain setup, and road testing [5][7]. Group 2: Market Deployment and Expansion - The Jihu Alpha T5 Robotaxi has received road testing permits in cities like Beijing and Shenzhen, preparing for large-scale deployment this year [5][7]. - The successful production of the new model supports Pony.ai's goal of establishing a fleet of 1,000 Robotaxis [5][7]. - Plans are in place to explore deployment in Middle Eastern and European markets, aiming to provide safer and more comfortable smart mobility services globally [5][7]. Group 3: Cost and Safety Innovations - The cost of the autonomous driving kit has been reduced by 70% compared to previous generations, achieved through the large-scale use of automotive-grade components and pre-installed production lines, thus breaking the cost bottleneck for mass production of autonomous vehicles [7]. - The safety of the L4 autonomous driving operation is underpinned by BAIC New Energy's fully redundant chassis and Pony.ai's multi-layered safety architecture, supported by over 55 million kilometers of real-world testing data, ensuring safety levels surpassing human drivers by tenfold [7][8]. Group 4: Industry Trends - The successful launch of the 300th vehicle signifies a clearer strategic vision for Pony.ai's Robotaxi initiative, indicating a shift from vision to reality in the L4 production benchmark [8]. - The emergence of intelligent connected vehicles represents a new high ground in automotive intelligence, driven by both quality and cost-effectiveness [8].