【环球网科技综合报道】12月11日，据electrek报道，近日，特斯拉CEO埃隆·马斯克在社交平台发文， 称Waymo在自动驾驶领域"从来就没真正有过胜算"，此番言论引发行业热议。而就在其发声前， Waymo刚公布1亿英里无安全员载客里程的里程碑及详实安全数据，与特斯拉的发展现状形成鲜明对 比。 反观特斯拉，不仅未实现无安全员商用运营，其安全报告还屡遭诟病。报告以安全气囊弹出替代碰撞数 据，缺乏细化伤害指标，且数据全程有人类监控，无法单独体现软件性能。即便如此，马斯克仍高调宣 布，计划三周内移除奥斯汀自动驾驶出租车车队的安全员。 行业分析指出，马斯克的言论与现实严重脱节。Waymo已积累近1亿英里无人驾驶里程，而特斯拉的相 关里程仍为零。更值得关注的是，马斯克曾承诺2020年底推出100万辆自动驾驶出租车，该目标已逾期 五年；而Waymo已将"特斯拉的目标"变为现实。 外媒报道称，即便特斯拉如期移除安全员，也已落后Waymo约五年，后续还需完成安全性验证与规模 化落地两大课题。（旺旺） 外媒指出，这场争论源于谷歌DeepMind首席科学家杰夫·迪恩的公开对比。他指出，特斯拉的无安全员 自动驾驶里程与Waym ...

Core Insights - Elon Musk, CEO of Tesla, recently mocked competitor Waymo, claiming they "never had a real chance of winning" in the autonomous driving sector, suggesting this will be evident in hindsight [1][5] - Tesla and Waymo are the two main players in the U.S. autonomous driving market, both operating driverless ride-hailing services, but Tesla still employs "safety monitors" in Austin, which will be eliminated by the end of the year [1] - The competition between Tesla and Waymo is evident in their geographic service areas, with Waymo focusing on large cities while Tesla aims to extend its autonomous capabilities to every Tesla vehicle globally [1] Technical Differences - There is a fundamental divergence in technology approaches: Tesla adheres to a vision-only strategy, while Waymo utilizes multiple sensors, including LiDAR, which Musk has criticized as a "fool's errand" [2] - This technological distinction allows Tesla to stand out in the competition, with Musk emphasizing Tesla's superior position relative to Waymo [2] - Jeff Dean, Chief Scientist at Google DeepMind, countered that Tesla has not yet reached the scale of Waymo in terms of pure passenger autonomous driving mileage, with Waymo having achieved 96 million miles [2]

Core Viewpoint - The article discusses the accelerating trend of autonomous driving companies going public, highlighting the case of Xidi Zhijia, which has recently initiated its IPO process on the Hong Kong Stock Exchange [1][3]. Financial Performance - Xidi Zhijia's revenue is projected to grow from 31.1 million yuan in 2022 to 410 million yuan in 2024, representing a compound annual growth rate (CAGR) of 263.1% [3]. - The company's gross margin improved from -19.3% to 24.7%, indicating a significant turnaround in profitability [3]. - Adjusted net losses decreased from 159 million yuan to 127 million yuan, showing a continuous narrowing trend [3]. Business Model and Strategy - Xidi Zhijia focuses on a multi-faceted business model, targeting various scenarios in the commercial vehicle sector, including autonomous mining trucks and logistics solutions, as well as V2X products for smart cities [4][10]. - The company employs a strategy of "size and smallness" to address the challenges of operating in environments with both autonomous and human-driven vehicles [14]. - The founders leverage their extensive experience in technology and entrepreneurship to navigate the uncertainties in the autonomous driving industry [5][6]. Market Dynamics - The commercial vehicle sector presents unique challenges, requiring a clear value proposition that exceeds price considerations for customer acceptance [4]. - The autonomous mining truck market in China is rapidly evolving, with a projected total shipment of around 800 units in 2023, expected to rise to over 13,000 units by 2030 [15]. - Xidi Zhijia's autonomous mining trucks are positioned to capitalize on the growing demand for automation in mining operations, with significant orders already in place [12][16]. Future Outlook - The company aims to adapt to market dynamics and customer needs, emphasizing the importance of patience and strategic planning in achieving long-term growth [19]. - Xidi Zhijia is preparing for a potential market explosion in the autonomous mining sector, with ambitious targets set by clients for increased automation [16][19]. - The company’s vision includes expanding into various high-growth markets while maintaining a focus on core technologies and product adaptability [19].

Group 1 - The core viewpoint of the news is that Xidi Intelligent Driving (3881.HK) is launching an IPO from December 11 to December 16, with a share price of HKD 263, aiming to raise approximately HKD 1.42 billion [1] - The IPO will issue 5.408 million shares, with 5% allocated for public offering in Hong Kong and the remainder for international placement [1] - The net proceeds from the fundraising are expected to be allocated as follows: 55% for R&D over the next five years, 15% for enhancing commercialization capabilities, 20% for potential investments and acquisitions in the supply chain, and 10% for working capital and general corporate purposes [1] Group 2 - Xidi Intelligent Driving's revenue is projected to grow from RMB 31.1 million in 2022 to RMB 410 million in 2024, representing a compound annual growth rate (CAGR) of 263.1% [2] - For the six months ending June 30, 2025, the revenue is expected to be RMB 408 million, reflecting a year-on-year increase of 57.9% [2] - Gross profit is anticipated to rise from RMB 26.8 million in 2023 to RMB 101.4 million in 2024, with a gross profit margin increasing from 20.2% to 24.7% due to improved margins in autonomous driving and revenue from intelligent perception [2] Group 3 - The company focuses on the R&D of autonomous driving trucks for mining and logistics, V2X technology, and intelligent perception solutions [3] - The Train Autonomous Perception System (TAPS) is noted for its industry-leading long-range obstacle detection and adaptability across various scenarios, making the company one of the few in China with SIL4 certification [3] - The company has established close collaborations with leading automotive OEMs, machinery manufacturers, and energy companies, which further solidifies its technological leadership and brand influence [3]

Core Insights - The company, Xidi Zhijia, has shown significant revenue growth from 31.1 million yuan in 2022 to 410 million yuan in 2024, with a compound annual growth rate of 263.1% [3] - The gross margin improved from -19.3% to 24.7%, indicating a qualitative leap in profitability and validation of its business model [3] - The adjusted net loss decreased from 159 million yuan to 127 million yuan, reflecting a continuous trend of narrowing losses [3] Business Strategy - Xidi Zhijia focuses on a multi-scenario approach in commercial vehicle autonomous driving, establishing three main business lines: autonomous mining trucks, logistics vehicle solutions, and intelligent perception devices for commercial vehicles [4] - The company adopts a dynamic iteration method to address uncertainties in technology maturity, regulatory tolerance, and cost acceptance, emphasizing core technology while diversifying its product offerings to mitigate business risks [5][6] Market Position - Xidi Zhijia is the only Chinese company that has achieved commercialization across closed environments, open roads, and vehicle-road-cloud integration in the commercial vehicle autonomous driving sector [8] - In 2024, over 60% of the company's revenue is expected to come from its autonomous driving business, which has become a significant cash cow [8] Product Development - The company has established a "big and small" core strategy, focusing on both large-scale and small-scale clients to create comprehensive solutions for fully automated mining operations [11] - By the first half of 2025, Xidi Zhijia plans to deliver 414 autonomous mining trucks and has received indicative orders for 647 units [11] Market Dynamics - The total shipment of autonomous mining trucks in China is projected to reach approximately 800 units in 2023, with expectations to increase to over 13,000 units by 2030, indicating a market potential of 32.5 billion yuan [13] - The company prioritizes product sales and does not engage in vehicle operations, which may limit its market scale but allows for a focus on sustainable profit margins [13] Future Outlook - Xidi Zhijia aims to adapt to market dynamics and is prepared for rapid growth when the market conditions are favorable, emphasizing the importance of understanding market timing [16] - The company is committed to building a solid technological foundation and modular products to transition from what the company wants to what customers need, ensuring readiness for market opportunities [16]

Core Viewpoint - Xidi Intelligent Driving (3881.HK) is launching an IPO from December 11 to December 16, with a share price of HKD 263, aiming to raise approximately HKD 1.42 billion, primarily for R&D and business expansion [1][2]. Group 1: IPO Details - The IPO will offer 5.408 million shares, with 5% allocated for public offering and the remainder for international placement [1]. - The expected net proceeds will be allocated as follows: 55% for R&D, 15% for enhancing commercialization capabilities, 20% for potential investments and acquisitions, and 10% for working capital [1]. Group 2: Financial Performance - Revenue is projected to grow from RMB 31.1 million in 2022 to RMB 410 million in 2024, reflecting a compound annual growth rate (CAGR) of 263.1% [2]. - For the six months ending June 30, 2025, revenue reached RMB 408 million, a year-on-year increase of 57.9% [2]. - Gross profit is expected to rise from RMB 26.8 million in 2023 to RMB 101.4 million in 2024, with a gross profit margin increasing from 20.2% to 24.7% [2]. Group 3: Company Focus and Technology - The company specializes in autonomous driving solutions for closed environments, particularly for mining and logistics, and is developing V2X technology and intelligent perception solutions [3]. - The Train Autonomous Perception System (TAPS) is noted for its industry-leading capabilities in long-range obstacle detection and adaptability across various scenarios [3]. - The company has established strategic partnerships with leading automotive OEMs, machinery manufacturers, and energy companies, enhancing its technological leadership and brand influence [3].

Core Insights - The CoMotion GLOBAL Future Cities Mobility and Innovation Summit took place in Riyadh, Saudi Arabia, showcasing the advanced L2+ and L4 technology products of the company [1] - The CEO, Dr. Yu Qian, participated in a panel discussion on "The Future of Autonomous Driving," sharing insights on the company's technological pathways and global strategies alongside representatives from Lucid, Uber, and IATR [1] Group 1 - The company has developed an AI-driven universal autonomous driving platform that efficiently supports a full range of product applications from L2+ to L4 [1] - The company has achieved nearly one million passenger vehicles equipped with assisted driving capabilities and has successfully launched commercial operations of L4 autonomous minibuses (Robobus) in nearly 30 cities [1] - The company has established a diversified product matrix and a sustainable business loop covering both "mobility and logistics," positioning itself as a leading enterprise in the simultaneous large-scale implementation of L2+ and L4 autonomous driving [1] Group 2 - The company is actively advancing its L2+ and L4 business into markets in Europe, Southeast Asia, and the Middle East, in line with the trend of Chinese smart vehicles going global [3] - The company plans to collaborate with local partners to provide L2+ assisted driving solutions, Robobus, Robovan, and other diverse products, contributing to the development of intelligent transportation systems in various regions [3] - The company aims to integrate autonomous driving technology into daily mobility and logistics services [3]

特斯拉首席执行官埃隆・马斯克（Elon Musk）近日解释称，两家代工厂生产的芯片存在差异，是因为"它们将设计转化为实体形式的方式不同"。尽管如 此，特斯拉的目标是让两种版本的芯片在功能上完全一致，这无疑是一项重大挑战。这一情况令人联想到当年苹果 A9 芯片的"芯片门"事件，当时因由不同 厂商代工，导致芯片性能出现差异。 据IT之家了解，AI5 芯片是特斯拉为其自动驾驶系统开发的下一代专用硬件，同时也将用于 Optimus 人形机器人项目，以及车辆和其他产品中的各类人工智 能驱动功能。目前，特斯拉车辆搭载的是 AI4 芯片（此前称为 HW4 或 Hardware 4）。 IT之家 12 月 11 日消息，特斯拉供应商三星正筹备量产 AI5 芯片，此举将进一步推动该公司在自动驾驶领域的发展。 据韩媒 Sedaily 最新报道，三星正在加快其在美国生产 AI5 芯片的准备工作，近期已为其客户工程团队（Customer Engineering team）招募了一批经验丰富的 工程师。该团队将协助解决复杂的晶圆代工难题，稳定生产良率，并确保这一新项目的制造流程顺利推进。 此次大规模招聘表明，特斯拉的 AI5 项目在三 ...

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于是，他们做了一个当时颇为 " 逆风 " 的选择 —— 把激光雷达直接做成车规级。 尤其来自一家常年低调的公司，更显反差。 图达通的故事要从 2016 年说起。彼时自动驾驶热浪正盛，鲍君威与李义民带队从百度出走创业。长 期深耕传感器与车载计算的他们，看到了更明确的方向：高阶智能驾驶离不开更强的三维感知，而激 光雷达是唯一绕不开的底座。 12 月 10 日，港交所出现了一个 罕见 的场景。 国产激光雷达公司图达通以 De-SPAC 方式登陆港股，发行价 10 港元，开盘便冲上 11 港元，盘中 最高涨超 60% ，市值一度突破 200 亿。在这条竞争激烈到极限的赛道里，这样的表现并不多见， 详情请戳视频 以上就是本期全部内容，如果您想了解更多 最新 企业 动态， 欢迎登录 睿兽分析 查看，解锁 赛道 图谱 以及 行业报告 。 ...