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北上广深开启无人Robotaxi收费 小马智行Robotaxi乘客车费收入涨超3倍
Shen Zhen Shang Bao· 2025-08-12 17:14
【深圳商报讯】(记者陈姝)8月12日,自动驾驶公司小马智行披露未经审计的2025年第二季度财报显 示,小马智行Robotaxi车辆总数已突破500辆,预期年底超1000辆;公司二季度总营收达1.54亿元人民币 (2150万美元),同比增长75.9%,环比增长53.5%,其中Robotaxi乘客车费收入同比激增超3倍。 该公司自6月起与北汽、广汽的合作启动第七代Robotaxi量产,已完成产能爬坡并进入稳态生产,在两 个月内生产超200辆Robotaxi车辆。此前,小马智行宣布第七代Robotaxi采用100%车规级零部件,自动 驾驶套件成本较前代大幅下降70%,拥有10年/60万公里的设计寿命,这些重大突破是其今年加大一线 城市Robotaxi部署、提速商业化的基础。 (文章来源:深圳商报) 小马智行二季度Robotaxi业务收入达1090万元人民币(150万美元),同比增长157.8%,其中来自乘客 端的车费收入实现同比增长超过300%。财报分析,这一增长得益于用户覆盖范围扩大、一线城市用户 需求攀升,以及Robotaxi运营车辆规模增长。目前小马智行是国内唯一在北京、上海、广州、深圳开展 全无人Robot ...
文远知行上涨2.16%,报8.99美元/股,总市值25.58亿美元
Jin Rong Jie· 2025-08-12 15:48
8月12日,文远知行(WRD)盘中上涨2.16%,截至23:24,报8.99美元/股,成交1954.54万美元,总市值 25.58亿美元。 文远知行在技术研发、商业化和企业管理等方面都拥有丰富的海内外实践经验,已与多家全球顶级主机 厂和一级供应商达成战略合 作伙伴关系,包括雷诺日产三菱联盟、宇通集团、广汽集团、博世等。 2023年,《财富》杂志(Fortune) 公布2023年改变世界的公司榜单 (2023 Change the World),文远知行位列第 八,是唯一 一家冲入前十的中国公司。 本文源自金融界 8月4日,文远知行获瑞银集团首次给予评级Buy,目标价12美元。 资料显示,文远知行公司是一家在开曼群岛注册成立的境外控股母公司,主要由其境内实体子公司文远 知行运营。文远知行WeRide成立于2017年,是全球领先的自动驾驶科技公司,已在全球7个国家30个城市 开展自动驾驶研发、测试及运营, 运营天数超1,600天,是唯一同时拥有中国、美国、阿联酋、新加坡四地 自动驾驶牌照的科技企业,在广州、北京、上海、深圳、 无锡、郑州、南京、武汉、圣何塞、阿布扎 比、新加坡、斯图加特等地设有办公室。 文远知行致 ...
25年8月8日理想VLA体验分享(包含体验过特斯拉北美FSD的群友)
理想TOP2· 2025-08-12 13:50
Core Insights - The article discusses the performance and user experience of the Li Auto's VLA (Vehicle Lane Assist) system compared to Tesla's FSD (Full Self-Driving) system, highlighting that while VLA shows promise, it still falls short of the seamless experience provided by FSD in certain scenarios [1][2][3]. Experience Evaluation - The experience is divided into three parts: driving in a controlled environment with no driver present, a one-hour public road test, and a two-hour self-selected route test [1]. - Feedback from users indicates that the VLA system provides a comfortable and efficient experience, particularly in controlled environments, but its performance in more complex road scenarios remains to be fully evaluated [2][3]. User Feedback - Users noted a significant difference in the braking experience of VLA, describing it as smooth and seamless compared to traditional driving, which enhances the perception of safety and comfort [3][4]. - The article emphasizes that the initial goal for autonomous driving systems should be to outperform 80% of average drivers before aiming for higher benchmarks [4][5]. Iteration Potential - The VLA system is believed to have substantial room for improvement compared to its predecessor, VLM, with potential advancements in four key areas: simulation data efficiency, maximizing existing hardware capabilities, enhancing model performance through reinforcement learning, and improving user voice control experiences [6][7]. - The article suggests that the shift to reinforcement learning for VLA allows for targeted optimizations in response to specific driving challenges, which was a limitation in previous models [8][9]. User Experience and Product Development - The importance of user experience is highlighted, with the assertion that in the AI era, product experience can be as crucial as technical capabilities [10]. - The voice control feature of VLA is seen as a significant enhancement, allowing for personalized driving experiences based on user preferences, which could improve overall satisfaction [10].
自动驾驶VLA工作汇总(模块化/端到端/推理增强)
自动驾驶之心· 2025-08-12 11:42
点击下方 卡片 ,关注" 自动驾驶之心 "公众号 戳我-> 领取 自动驾驶近15个 方向 学习 路线 VLA前置工作:VLM作为解释器 论文标题:DriveGPT4: Interpretable End-to-end Autonomous Driving via Large Language Model 论文链接:https://arxiv.org/abs/2310.01412 主页:https://tonyxuqaq.github.io/projects/DriveGPT4/ 论文标题:TS-VLM: Text-Guided SoftSort Pooling for Vision-Language Models in Multi-View Driving Reasoning 论文链接:https://arxiv.org/abs/2505.12670 主页:https://github.com/AiX-Lab-UWO/TS-VLM 论文标题:DynRsl-VLM: Enhancing Autonomous Driving Perception with Dynamic Resolution Vision- L ...
量产、收入与国际化齐头并进,小马智行进入扩张周期
Jing Ji Guan Cha Bao· 2025-08-12 11:35
自动驾驶企业小马智行(NASDAQ: PONY)正在进入一个罕见的高速扩张周期。 8月12日,小马智行披露2025年第二季度未经审计财报,总营收1.54亿元人民币(2150万美元),同比 增长75.9%,环比增长53.5%,创上市以来单季新高。核心业务Robotaxi乘客车费收入同比增长超过3 倍,成为拉动整体业绩的主要引擎。 (原标题:量产、收入与国际化齐头并进,小马智行进入扩张周期) 资本市场对这些进展给予了积极回应。据媒体统计,公司获得8家分析机构"买入"评级,无"卖出"或"中 性"观点。在13F机构持仓披露中,包括英国老牌资管柏基投资(Baillie Gifford)、日本日兴资产管理 (Nikko Asset Management)在内的至少14家国际资金在二季度大幅增持。 6月,小马智行成为首个纳入纳斯达克中国金龙指数的L4自动驾驶公司。这一指数覆盖市值和流动性较 高的在美上市中概股,纳入意味着进入更多ETF和长线资金的配置名单,也提升了股票的交易活跃度和 海外投资者的关注度。 国际化布局同步推进。在中东,公司与迪拜道路交通管理局达成战略合作,计划2026年实现全无人商业 化运营;在欧洲,已于卢森 ...
打算升级下技术社区,跟大家汇报一下......
自动驾驶之心· 2025-08-12 10:37
点击下方 卡片 ,关注" 自动驾驶之心 "公众号 戳我-> 领取 自动驾驶近15个 方向 学习 路线 一晃又是一周年了。相比于去年,三周年更是一个里程碑,我们成熟了很多。这一年我们重点 开拓了硬件业务、论文辅导和求职业务,从纯线上教育转行到硬 件教具、线下培训、求职招聘等全栈式服务平台。 伴随着行业的起起伏伏,我们也在不断磨练中成长,行业最大的变化无疑是大模型引发的新一轮智驾方案升级VLM/VLA ,为此我们也专门采访了自动驾驶之心 知识星球的嘉宾→ 聊过十多位大佬后的暴论:自动驾驶还有很多事情没做,转行具身大可不必! 三年期间, 自动驾驶之心知识星球是我们投入最多时间搭建和维护的平台。 截止到目前已经完成了产业、学术、求职、问答交流等多个领域的闭环。几个运营 的小伙伴每天都在复盘,什么样的社区才是大家需要的?我们有没有什么地方没有考虑到?我们一直致力于推动行业发展,成为企业和高校沟通的桥梁。愿景是 让AI与自动驾驶走进每个有需要的同学! 未来还会持续打磨我们的星球,今天也跟大家汇报一下:一是持续邀请学术界和工业界的大佬展开一些深度的圆桌交流,让大家看看自动驾驶的最前沿实际都在 发生什么;二是计划开展一个星友 ...
超40只主动权益基金一年翻倍 易方达等老牌权益大厂再现投资实力
中国基金报· 2025-08-12 09:02
Core Viewpoint - The A-share market has shown a strong upward trend since July, with the Shanghai Composite Index surpassing 3600 points for the fourth time since 2007, 2015, and 2021, indicating a robust market recovery and investor sentiment [2] Group 1: Market Performance - Since September 2024, A-shares and Hong Kong stocks have experienced a multi-sector rotation upward, with sectors like dividends, artificial intelligence, banking, and innovative pharmaceuticals showing active performance [2] - As of August 6, 2023, 80 actively managed equity funds have increased by over 60% this year, primarily from leading fund managers such as E Fund, Huatai-PineBridge, and GF Fund [4] - The North Exchange Index has surged over 110% in the past year, with several funds outperforming this index, including the CITIC Construction Investment North Exchange Select Fund, which has seen a rise of over 200% [5][6] Group 2: Fund Performance - A total of 90 actively managed equity funds have achieved an annualized return of over 15% over the past three years, with E Fund leading with seven products [8] - The annualized return for the entire market's active equity funds is only -1.99%, highlighting the strong performance of select funds [9] - In the past five years, only 21 products have exceeded a 15% annualized return, indicating the challenges faced in the broader market [9] Group 3: Sector Insights - The innovative pharmaceutical sector has seen a strong rebound, with multiple stocks doubling in value this year, driven by fundamental growth prospects [11] - Fund managers express confidence in the sustainability of the current pharmaceutical market trends, emphasizing the potential for continued growth in innovative drugs and medical services [11] - The technology sector, particularly cloud computing and AI, is viewed as having long-term growth potential, although some managers anticipate short-term volatility due to prior gains [12] Group 4: Investment Outlook - The North Exchange remains at a high valuation, with some signs of bubble formation, but medium to long-term investment potential is still seen as favorable [13]
超40只主动权益基金一年翻倍 易方达等老牌权益大厂再现投资实力
Zhong Guo Ji Jin Bao· 2025-08-12 09:01
Market Overview - The Shanghai Composite Index has been on the rise since July, breaking through the 3600-point mark for the fourth time since 2007, 2015, and 2021 [1] - Since September 2024, A-shares and Hong Kong stocks have shown a rotating upward trend across multiple sectors, including dividends, artificial intelligence, banking, and innovative pharmaceuticals, boosting market sentiment [1] Fund Performance - As of August 6, 2023, 80 actively managed equity funds have seen gains exceeding 60% this year, primarily from leading fund managers like E Fund, Huatai-PineBridge, and GF Fund [2] - Over the past year, 43 actively managed equity funds have doubled in value, with E Fund leading with four "doubling funds" [2] - The technology sector, represented by AI, and the pharmaceutical sector, represented by innovative drugs, have shown strong performance, with the CSI Artificial Intelligence Theme Index and CSI Innovative Drug Industry Index rising over 60% and 40% respectively [2] North Exchange Performance - The North Exchange has experienced a significant rally since September 2024, with the North 50 Index rising over 110% in the past year [3] - Several North Exchange-themed funds have outperformed this index, with the CITIC Construction Investment North Exchange Select Fund ranking first among peers with a nearly 200% increase [3] Long-term Fund Returns - As of August 6, 2023, 90 actively managed equity funds have achieved an annualized return of over 15% over the past three years, with E Fund having the highest number of such products [4][5] - The annualized return for the entire market's active equity funds has been negative, with the Wind All A Index at 3.19% and the Wind Mixed Equity Fund Index at -1.99% [6] Future Outlook on Sectors - The innovative pharmaceutical sector has seen a strong rebound, with several stocks doubling or tripling in value this year, indicating a sustainable trend according to top fund managers [8] - The technology sector, particularly cloud computing, is expected to face adjustments after significant gains, with a focus on emerging applications and models [9] - The North Exchange remains at a high valuation, with some caution advised, but long-term investment potential is still recognized [9]
【新能源】2025年6月新能源汽车行业月报
乘联分会· 2025-08-12 08:41
Sales Performance - In June, the total passenger car sales reached 2.14 million units, a year-on-year increase of 20.6% and a month-on-month increase of 14.7% [4] - The new energy vehicle (NEV) market sales were approximately 1.11 million units, with a year-on-year increase of 33.3% and a month-on-month increase of 15.0%, leading the overall market growth [4] - NEVs accounted for 51.9% of total passenger car sales in June, an increase of 0.2% from the previous month and up 4.9% from the same period last year [4] New Energy Market Overview - In June, pure electric vehicle sales were about 676,000 units, up 42.1% year-on-year and 16.8% month-on-month; plug-in hybrid sales were approximately 434,000 units, up 21.6% year-on-year and 12.4% month-on-month [9] - Cumulatively, NEV sales reached 5.274 million units by 2025, with a year-on-year increase of 30.9% [9] Top Cities for NEV Sales - The top 10 cities accounted for 25.9% of total sales, with the top three cities being Beijing, Guangzhou, and Chengdu; Tianjin replaced Hangzhou in the top ten [10] - In the top 10 cities, except for Tianjin and Xi'an, the penetration rate of NEVs exceeded 50%, with Shenzhen (64.0%), Wuhan (63.8%), and Xi'an (62.0%) leading [10] Pure Electric Market Analysis - The top three segments in the pure electric market in June were A0 class (18.1%), A-SUV (16.3%), and B-SUV (15.5%); the B-SUV market share increased significantly due to the growth in Model Y deliveries [15] - The share of personal users in the pure electric market was 86.2%, a year-on-year increase of 52.2%, while the share of unit users decreased by 41.1% [16] Industry Dynamics - Key industry events in June included the collaboration between XPeng and Huawei on an AR-HUD system, GAC Toyota's push for self-research, and Geely's launch of AI-powered intelligent systems [19][21][23] - Significant technological advancements were reported, including the introduction of a new AI-powered hybrid system by Geely and a novel safety belt technology by Volvo [27] Policy Developments - The Ministry of Industry and Information Technology issued a plan to advance green and low-carbon standardization in industrial and information sectors, focusing on product carbon footprint, resource utilization, and energy-saving standards [29][31]
自驾与AI方向研究生不断扩招,但顶会好像越来越普遍......
自动驾驶之心· 2025-08-12 08:05
1. 自身实力不够过硬 2. 导师精力资源没有倾斜给到 话又说回来,大导精力有限,对所带学生很难平均照顾,只能深入指导他最看重的几个学生。 于是 问题又绕回了自身实力这一块,如何打破循环,快速发一篇高质量论文? 跟随大佬套路,一年两篇论文不是问题! 自动驾驶之心服务大家的论文辅导正式推出了,联手全球 QS排名前100的老师,严格要求交付过程,不盲目招生,以诚信服务学生为主,近3年辅导学员超过 400+名,中稿率高达96%。 辅导全流程 明确需求与方向 → 精准选题与文献综述 → 创新方法设计与实验规划 → 严谨实验与深度分析 → 规范 写作与结构优化 → 多轮修改与反馈迭代 → 投稿选则与意见回复。 签订正规协议,保障你的研究想法、论文内容及个人隐私! 好消息: 2025年国内高校硕博扩招继续推进,自驾与人工智能等工科招生增幅普遍超过30%, 许多同学 成功在这个时候申上了硕/博士。 坏消息: 大厂面试人手2篇A会,未来就业不确定,毕业时间不确定,论文发表不确定,导师意见不 确定,实验结果不确定 ,竞争压力与就业压力与日俱增,时代的黑利也算是吃上了... 以上所有问题的根源说到底就是: 我们能帮你什么? 一直 ...