车中旭霞·2026-02-09 08:51Core Insights - The article highlights the rapid advancement and penetration of intelligent driving technologies in the automotive industry, with significant developments in autonomous vehicle services and related technologies [4][16][19]. Group 1: Industry Developments - Waymo has completed a new round of financing amounting to $16 billion, achieving a post-money valuation of $126 billion, marking one of the largest single financings in the autonomous driving sector [16]. - Xiaoma Zhixing has partnered with Aitebo to establish a high-end Robotaxi service fleet, focusing on urban commuting and airport transportation [17][18]. - WeRide has launched its self-developed general simulation platform, WeRide GENESIS, which integrates physical AI and generative AI technologies to enhance autonomous driving system development [19]. - Xidi Zhijia has successfully delivered 40 units of its autonomous mining trucks, marking a significant milestone in the smart mining sector [20]. - Huayang Group's AIBOX has been selected for a core intelligent project by a leading domestic automaker, indicating a key step in the application of large models in pre-installed scenarios [21]. Group 2: Market Penetration and Technology Adoption - As of November 2025, the penetration rate of passenger cars with L2 and above functions reached 38%, a year-on-year increase of 22 percentage points [8]. - The penetration rates for various sensors in passenger vehicles are as follows: front-view cameras at 69.0%, front millimeter-wave radars at 58.4%, and LiDAR at 16.6%, with year-on-year increases of 9%, 9%, and 10% respectively [8]. - The penetration rate of passenger vehicles equipped with ADAS (Advanced Driver Assistance Systems) reached 38% in November 2025, with significant growth in both highway and urban NOA (Navigation on Autopilot) functionalities [7][39]. Group 3: Product Innovations and Collaborations - RoboSense announced that its laser radar products achieved sales of 303,000 units in the robotics sector in 2025, marking a year-on-year growth of 1141.8% [23]. - The collaboration between Black Sesame Intelligence and Baidu's Roborun aims to create a comprehensive ecosystem for autonomous driving, enhancing technological support and product development [26]. - GAC Aion and Didi Autonomous Driving have jointly developed a new generation of Robotaxi, R2, which has received road testing licenses in Guangzhou [31].