【导读】哈啰旗下Robotaxi业务获阿里巴巴战略投资 中国基金报记者 邱德坤 9月17日，哈啰宣布旗下Robotaxi（无人驾驶出租车）业务获得阿里巴巴战略投资。 哈啰方面称，公司与阿里巴巴集团将在此前合作的基础上，深化在智驾大模型、算力平台及 Robotaxi等领域的全面合作，共同加速Robotaxi行业的商业化、规模化进程。 近期，哈啰为了快速开拓Robotaxi业务，联手宁德时代、蚂蚁集团成立上海造父智能科技有 限公司（以下简称造父科技），专注L4级自动驾驶技术的研发、安全应用和商业化落地。 特斯拉CEO埃隆·马斯克此前预判，Robotaxi赛道是一个"万亿美元级的机会"。国内自动驾 驶上市企业正在迈过Robotaxi赛道的上半场，即技术验证和商业化试点运营阶段。 阿里巴巴与哈啰合作计划曝光 据悉，阿里巴巴将发挥在AI和云计算的优势，与哈啰旗下Robotaxi业务一起加速推进大模型 和自动驾驶技术的落地应用。 阿里巴巴旗下阿里云将与哈啰联合进行技术研发，为哈啰旗下Robotaxi业务的算法迭代、用 户体验优化和运营效率提升注入动力。 加速Robotaxi技术迭代与商业化落地 杨磊表示："通过双方深度协 ...

探寻北京"国际范儿" 外国网络达人京城开启"机"智生活 中新网北京9月16日电 漫步机器智能世界、驰骋算法编织的路网……第五届"北京·国际范儿"短视频大赛 采风活动近日走进北京经济技术开发区，来自拉美和加勒比22国的30余名"网络达人"，在北京探寻"智 造"背后的硬核科技。 北京"机器人+"未来已来 今年4月首次举办人形机器人半程马拉松赛的北京亦庄，带着"运动员"参加了今年8月在北京举办的首届 世界人形机器人运动会。 "北京这座城市既承载着厚重历史，让人感受到中国的古老文明，又展现出对未来科技的探索，包括举 办一系列机器人体育赛事等。"第一次来中国的DIEGO BOLSON RUZZARIN表示，尽管这些赛事还处 于起步阶段，但将带动工程师和科学家不断挑战自我，让机器人变得更灵活、更智能，帮助人类解决越 来越多的生产生活问题。 北京无人驾驶向未来 从机器人大世界出发，网络达人登上自动驾驶车辆。待车内乘客系好安全带后，车辆缓缓起步，沿道路 平稳前行，途中可实现识别红绿灯、换道超车，并"彬彬有礼"避让行人、非机动车等，最终将乘客送达 目的地。 全程流畅丝滑的自动驾驶，是近年来北京未来产业蓬勃发展的生动缩影。 得益 ...

IT之家 9 月 16 日消息，在围绕 Autopilot 与 FSD 的法庭诉讼中，特斯拉此前屡屡胜诉。然而近期这一局面被打破，美国佛罗里达州陪审团裁定， 特斯拉需对一起致命车祸承担部分责任。目前，特斯拉正申请重新审理此案，称该判决可能会阻碍安全技术的研发进程。 佛罗里达州致命车祸始末 在提交的法庭文件中，特斯拉表示："在驾驶员指令车辆'继续行驶'的情况下，目前市面上没有任何一款汽车能够实现自动停车。"该公司主张， 麦吉"无视或强行关闭了车辆的所有安全功能，行为极度鲁莽"，例如他踩下油门踏板的操作，这一动作会覆盖车辆驾驶辅助系统的定速巡航与制 动功能。 特斯拉在文件中称："自汽车诞生以来，像麦吉这样鲁莽、只顾自身的驾驶员从未消失过。这类驾驶员应为其不当行为承担所有法律后果。仅因鲁 莽驾驶员强行关闭了安全功能，就判定提供先进安全技术的特斯拉承担责任，这与佛罗里达州法律相悖。若此类判决成为定则，将会阻碍安全技 术的研发、延缓技术进步，无论当下还是长远来看，都可能导致更多生命逝去。" 核心争议：功能命名与宣传方式 归根结底，这起案件的核心争议似乎集中在 Autopilot 的命名与宣传策略上。若该功能采用其他名称 ...

Core Viewpoint - Xiaomi Auto Technology Co., Ltd. has recently published a patent related to autonomous driving technology, focusing on a method for three-dimensional scene perception that enhances the accuracy of scene reconstruction [1] Group 1: Patent Details - The patent involves a "three-dimensional scene perception method, device, electronic equipment, and storage medium" [1] - It utilizes SDF values and semantic categories for real-time dense three-dimensional reconstruction [1] - The technology aims to provide continuous three-dimensional scene perception results, improving the precision of scene reconstruction [1]

智通财经APP获悉，禾赛-W(02525)首挂上市，公告显示，每股定价212.80港元，共发行1955万股股 份，每手20股，所得款项净额约40.05亿港元。截至发稿，涨7.71%，报229.2港元，成交额2.14亿港元。 近年来，在自动驾驶技术、机器人等相关产业需求持续增长的背景下，激光雷达行业快速发展。根据灼 识咨询的数据显示，全球激光雷达行业的收入由2020年的3亿美元增加至2024年的16亿美元，年复合增 长率为57.8%，并预计2029年将增加至173亿美元，年复合增长率为61.7%。特别是，中国的激光雷达行 业的市场规模及增长率已经大幅超越其他地区。灼识咨询数据显示，按收入计，公司于2022年、2023年 及2024年均为全球第一大激光雷达供货商。截至2024年12月，公司成为全球首家单月出货量突破10万台 的激光雷达公司。 公开资料显示，禾赛科技是于2014年成立，主要研发及生产激光雷达传感器，被广泛应用于支持高级辅 助驾驶系统(ADAS)的乘用车和商用车，以及自动驾驶汽车和配送机器人、移动机器人等各类机器人应 用。禾赛科技2023年2月登陆美股，以每股ADS发行价19美元发售1000万股ADS ...

Core Viewpoint - The collaboration between SUTENG and NVIDIA is expected to enhance the development of autonomous driving technology through the introduction of high-performance automotive-grade digital lidar products EM4, EMX, and E1 [1] Group 1: Company Developments - Lian Micro (605358.SH) has announced that its subsidiary Lian Dongxin focuses on manufacturing compound semiconductor RF and optoelectronic chips, particularly VCSEL chips, which are applicable in smart driving, robotics, and optical communication [1] - Lian Dongxin has achieved large-scale shipments of VCSEL products and maintains close cooperation with clients such as SUTENG, Hesai Technology, and Ruishi Technology [1] Group 2: Industry Trends - The integration of SUTENG's lidar products with NVIDIA DRIVE AGX platform signifies a significant step towards the comprehensive upgrade of autonomous driving technology [1]

Core Viewpoint - NIO's recent capital increase has sparked mixed reactions in the market, highlighting concerns over its financial health and operational strategies while also revealing potential for future growth through new investments and projects [1][3][4]. Financial Performance - NIO's latest financial report shows a total current liability of 68.9 billion yuan and current assets of only 42.7 billion yuan, resulting in a shortfall of over 26 billion yuan, despite maintaining cash reserves of 27.2 billion yuan [1]. - The company aims to deliver between 87,000 to 91,000 vehicles in Q3, marking a historical high [1]. - The second quarter saw a 5.5% decrease in R&D expenses, but the cost per vehicle increased by 12% year-on-year, indicating a strategic choice to balance R&D investment and cost pressures [3]. Capital Increase and Investor Dynamics - The recent capital increase was priced at a discount of only 4.2%, the smallest in NIO's history, and included new investors such as Norway's sovereign wealth fund [3]. - The capital raised will partially fund the "Thor Project," aimed at reducing vehicle energy consumption by 15% [3]. Production and Supply Chain Challenges - NIO's second factory expansion is nearing completion, with a planned production capacity of 240,000 vehicles per year, now set to begin operations in November 2025 instead of 2026 [3]. - Concerns over supply chain bottlenecks have emerged, with reports indicating that a key supplier has extended delivery timelines for critical components [3][4]. Strategic Decisions and Market Position - NIO's goal of achieving non-GAAP profitability in Q4 requires a gross margin of over 18% and a reduction in sales expenses to below 10% of revenue, which contrasts with a current sales expense ratio of 14.3% [4]. - The company is negotiating with core suppliers to lock in prices for the next 12 months, which may impact supply chain stability [4][7]. R&D and Technological Development - NIO is facing internal debates regarding R&D focus, with one team advocating for solid-state battery development while another suggests shifting to semi-solid batteries for quicker cash flow [7][8]. - The company is reportedly preparing to inject some autonomous driving technology patents into a subsidiary for potential future spin-off [6]. Market Sentiment and Brand Image - Recent changes in the battery swap policy have led to discussions among users about reduced benefits, which may signal cost control measures [6]. - NIO's sales strategy has shifted to a more aggressive approach, requiring employees to bring in a minimum number of customers, which has resulted in a decline in customer satisfaction [7].

Company Overview - Hesai Technology, the first global lidar company to go public in Hong Kong, priced its shares at HKD 212.8, raising at least HKD 3.62 billion [1] - The public offering was oversubscribed by 170 times, with total funds involved reaching HKD 66.9 billion [1] - The company aims to raise up to HKD 3.88 billion from the public offering, with a total issuance of 17 million Class B ordinary shares [1] Financial Performance - In Q2 2023, Hesai achieved revenue of RMB 710 million, a year-on-year increase of 53.9%, and net profit exceeding RMB 40 million [2] - The total delivery of Hesai's lidar units reached 352,095, marking a year-on-year growth of 306.9% [2] - The company has secured a new model from a joint venture under Toyota, with plans for mass production by 2026 [2] Market Position - Hesai is recognized as the largest lidar supplier globally by revenue for 2022, 2023, and 2024, and is projected to be the first to exceed 100,000 units shipped in a single month by 2024 [3] - The global lidar market is expected to grow from USD 300 million in 2020 to USD 1.6 billion by 2024, with a compound annual growth rate (CAGR) of 57.8% [3] - The Chinese lidar market is significantly outpacing other regions in terms of market size and growth rate [3] Stock Performance - Since its listing on the US stock market in February 2023, Hesai's stock price has doubled, closing at USD 27.74, with a market capitalization exceeding USD 3.7 billion [3]

智通财经APP获悉，全球激光雷达回港上市第一股禾赛科技-W(02525)已截止认购。据有关媒体引述消 息人士称，禾赛科技以每股212.8港元定价，集资至少36.2亿港元。禾塞科技的公开发售部分录得超额认 购170倍，涉及资金669亿港元。综合券商数据，禾赛科技孖展累计约468亿港元，以公开发售部分集资 3.88亿港元计，孖展超额认购近120倍。 禾赛科技于9月8日至11日招股，初订发行1700万股B类普通股，10%用于公开发售。禾赛科技每手为20 股，发售价将不高于228港元，一手入场费约4606港元。以初订发行股数计，禾赛科技计划集资最多 38.8亿港元。 第二季度，禾赛激光雷达总交付量达352,095台，同比增长306.9%，延续高速增长态势。其中，ADAS 产品交付量为303,564台，同比增长275.8%。机器人领域产品交付量为48,531台，同比大幅增长 743.6%。2025年前六个月，禾赛激光雷达总交付量达547,913台，同比增长276.2%，超越2024全年。 禾赛科技的收入规模和出货量亦让其建立了稳固的行业领导地位。根据灼识咨询的数据显示，按收入 计，公司于2022年、2023年及2024 ...

Group 1 - SAIC-GM-Wuling announced a comprehensive upgrade of its strategic partnership with Huawei, focusing on advanced driving assistance, smart cockpit, and smart manufacturing to promote high-quality development in the automotive industry [1] - The first product to feature the jointly developed technology will be the Baojun Huajing S, a new flagship six-seat SUV, enhancing product competitiveness in the smart vehicle sector [1] - Huawei's technology solutions will further solidify its influence in the smart automotive solutions ecosystem [1] Group 2 - Changan Automobile launched the "Tianshu Intelligent" brand, focusing on driving assistance, cockpit, and chassis to provide consumers with "extreme safety" smart travel solutions [2] - The company plans to explore applications in industrial and service robots, aiming to produce humanoid automotive robots by 2028 and expand into household service robots after 2030 [2] - This strategic move highlights Changan's commitment to smart technology and cross-domain integration, potentially enhancing its brand image and long-term competitiveness [2] Group 3 - Chery Automobile has passed the listing hearing at the Hong Kong Stock Exchange, marking a significant step in its international capital strategy [3] - This move is expected to enhance Chery's brand international influence and financing capabilities, providing a model for domestic brands to accelerate development in overseas markets [3] - The listing may boost the valuation recovery expectations for the automotive sector, attracting international funds interested in China's smart electric vehicle growth [3] Group 4 - Pony.ai announced a partnership with Qatar National Transport Company to advance autonomous driving technology and vehicles in Qatar, initiating Robotaxi road tests in Doha [4] - The collaboration aims to adapt autonomous driving technology to Qatar's complex environment, enhancing the company's international commercialization image and technical validation capabilities [4] - This initiative is likely to increase attention on the smart driving industry chain, particularly for companies in sensors, high-precision mapping, and vehicle-road collaboration [4]