Core Insights - The article emphasizes the importance of a comprehensive community for autonomous driving, providing resources, learning paths, and networking opportunities for both beginners and advanced practitioners in the field [7][22]. Group 1: Community and Learning Resources - The "Autonomous Driving Heart Knowledge Planet" is a community that integrates video, text, learning routes, Q&A, and job exchange, aiming to grow from over 4,000 to nearly 10,000 members in two years [7][22]. - The community offers nearly 40 technical routes, significantly reducing search time for those interested in industry applications or the latest VLA benchmarks [9][23]. - A full-stack learning curriculum is available for beginners, covering various aspects of autonomous driving technology [15][23]. Group 2: Technical Insights and Developments - Recent advancements include Waymo's base model sharing, discussions on Tesla's end-to-end challenges, and insights from the Horizon Technology Ecology Conference [6][11]. - The community has compiled a comprehensive list of open-source projects, datasets, and simulation platforms relevant to autonomous driving, aiding quick onboarding for newcomers [23][39]. - Key topics discussed include end-to-end autonomous driving, multi-modal large models, and the integration of various sensor technologies [43][49][51]. Group 3: Industry Engagement and Networking - The community regularly invites industry leaders for discussions on development trends and technical challenges in autonomous driving [11][99]. - Members can freely ask questions regarding career choices and research directions, fostering a supportive environment for professional growth [96][102]. - The platform facilitates job referrals to various autonomous driving companies, enhancing employment opportunities for its members [16][27].

转自：人民日报 原标题：产销连续3年保持3000万辆以上规模 汽车产业竞争力源自硬实力（经济聚焦） 安徽省合肥市新桥智能电动汽车产业园，一辆新车下线。 新华社记者 黄博涵摄 重庆市沙坪坝区三峡广场，市民在试驾新能源汽车。 孙凯芳摄（影像中国） 数据来源：中国汽车工业协会 制图：汪哲平 核心阅读 电动化技术持续进阶、前沿技术加快应用、反内卷措施先后落地……我国汽车产销量持续增长。亮眼成 绩单，折射出我国经济顶压前行、向新向优发展的强大韧性和澎湃动能。 近千台工业机器人组成"钢铁森林"，在自研数字化底座和AI视觉"天眼"加持下，实现冲压精度1.8微 米、焊装自动化率100%……走进51秒下线一台整车的比亚迪深汕工厂，紧张有序的生产场景映入眼 帘。 "方程豹钛7上市80天，累计销量突破5万台，成交均价超21万元，2025年12月销量超过3.4万台。"方程 豹汽车总经理熊甜波说。 电动化技术持续进阶，消费者补能焦虑大幅缓解，让新能源汽车对传统燃油车替代进程持续推进。2025 年，我国新能源汽车产销分别完成1662.6万辆和1649万辆，同比分别增长29%和28.2%，新能源汽车新 车销量达到汽车新车总销量的47.9% ...

Core Viewpoint - Zhejiang Shibao (002703) saw a significant increase of over 7%, currently trading at 6.24 HKD with a transaction volume of 221 million HKD, driven by the announcement of the "Mosu Zhixing" action plan for advanced autonomous driving in Shanghai [1] Group 1: Policy Developments - The Shanghai Municipal Economic and Information Commission, along with other authorities, released an action plan aimed at accelerating the transformation of autonomous driving technology into industrial competitiveness [1] - The action plan outlines three main areas with nine key tasks, including promoting the application of driverless equipment, enhancing autonomous driving data monitoring platforms, and expanding open areas for autonomous driving [1] Group 2: Industry Progress - Significant advancements in high-level autonomous driving were noted at the end of last year, marking a substantial step towards the commercialization of L3/L4 levels [1] - The Ministry of Industry and Information Technology in China conditionally approved the first batch of L3 level autonomous driving mass production vehicles, while Tesla's Model Y Robotaxi was observed operating unsupervised in Austin, USA [1] - Nvidia recently launched an autonomous driving model platform, indicating ongoing progress in the Robotaxi industry [1] Group 3: Future Outlook - According to Guosen Securities, the combination of policy support, technological advancements, and cost catalysts is expected to lead to a pivotal moment for L4 autonomous driving in 2026 [1]

2026 年 01 月 15 日 每日晨报 | 指数 | 开盘价 | 收盘价 | 近一交易日% | 近20交易日% | | --- | --- | --- | --- | --- | | 道琼斯工业 | 49,088 49,150 | | -0.09 | 1.51 | | 纳斯达克 | 23,564 23,472 | | -1.00 | 1.80 | | 标普500 | 6,937 | 6,927 | -0.53 | 1.62 | | 富时100 | 10,137 10,184 | | 0.46 | 5.55 | | 日经225 53,827 54,341 | | | 1.48 | 8.36 | | 上证综指 | 4,139 | 4,126 | -0.31 | 6.67 | | 深证成指 | 14,194 14,249 | | 0.56 | 8.67 | | 科创50 | 1,479 | 1,501 | 2.13 | 13.80 | | 恒生指数 | 26,972 27,000 | | 0.56 | 3.94 | | 主要市场股指表现 | | | | | | 15.00 （%） | | 近一交易日% | 近2 ...

Market Overview - The technology sector in the US stock market has experienced a sell-off, leading to two consecutive days of decline [1] - Silver prices have dropped below $93, while crude oil has seen a significant decline [1] Hong Kong Stock Market - The three major indices in Hong Kong opened lower, with the Hang Seng Index down by 0.1%, the National Index down by 0.11%, and the Hang Seng Technology Index down by 0.55% [1] - Major technology stocks showed minor fluctuations, with Baidu, Meituan, and JD.com each rising by less than 1%, while Tencent and Alibaba experienced declines [1] Sector Performance - AI application stocks, which had shown strong performance previously, mostly declined, and wind power stocks continued to fall due to ongoing investigations [1] - Ctrip's stock fell nearly 3% [1] - Positive policy developments in the industry have led to increased activity in the autonomous driving sector, with stocks like Youjia Innovation and Zhejiang Shibao (002703) seeing significant gains [1] - AI healthcare stocks remain active in the market [1] Index Performance - Hang Seng Technology Index: -0.55%, latest price at 5875.78, year-to-date change of 6.52% [1] - National Index: -0.11%, latest price at 9305.13, year-to-date change of 4.39% [1] - Hang Seng Index: -0.10%, latest price at 26972.36, year-to-date change of 5.24% [1]

公众号记得加星标⭐️，第一时间看推送不会错过。 高通小心了！三星刚刚在汽车领域取得了一项重大突破。据报道，这家韩国科技巨头已被选中为特斯 拉即将推出的自动驾驶车队提供5G连接核心，此举将撼动电动汽车供应链。 三星电子芯片业务迎来重大胜利，据报道，该公司已与特斯拉达成协议，将首次向特斯拉供应汽车 5G调制解调器。最新报道称，双方的合作将于今年上半年正式启动，首批芯片将应用于特斯拉在德 克萨斯州运营的Robotaxi自动驾驶出租车队。 这项交易已经酝酿了一段时间。据报道，该项目早在2024年初就已启动，源于三星董事长李在镕和埃 隆·马斯克于2023年5月在硅谷的一次重要会晤。 虽然三星已经为旗下Galaxy智能手机生产了大量5G芯片，但我们都认同，为汽车制造5G芯片是一项 截然不同的挑战。这些芯片必须能够承受极端高温、低温和震动，并且使用寿命超过十年——三星似 乎已经通过了这项考验。 时机至关重要，因为快速可靠的互联网连接是特斯拉实现自动驾驶目标的基石。虽然汽车的主电脑负 责处理即时的驾驶决策，但稳定的网络连接对于下载详细地图、接收无线软件更新以及将数据回传给 特斯拉都至关重要。 如果Robotaxi在德克萨斯州 ...

Core Insights - Shanghai has launched the "Mosu Zhixing" action plan to promote high-level autonomous driving, focusing on technology innovation and industrial competitiveness [1][2] - The plan aims to establish public service platforms, including a digital twin training ground for autonomous driving, and expand the open area for autonomous driving to 2,000 square kilometers [1] - The initiative is expected to facilitate the demonstration of L3-level autonomous vehicles and promote their commercial application [2] Industry Development - Shanghai has been proactive in advancing the autonomous driving industry, with previous initiatives such as the 2022 implementation plan for smart connected vehicles and the issuance of road testing licenses for driverless vehicles in 2023 [2] - The action plan includes organized trials for L3-level autonomous taxis and aims to gradually scale up the production and application of L3 vehicles [2] - The demand for advanced autonomous driving components, such as chips and lidar, is anticipated to grow rapidly as the ecosystem expands [3] Company Progress - Several domestic companies, including Changan, BYD, and GAC, have made significant advancements in L3-level autonomous driving, with multiple models receiving road testing permits [4] - Companies like Huawei and GAC have developed solutions and vehicles capable of L3-level autonomous driving, indicating a shift in consumer preferences towards vehicles with advanced driving assistance features [4] - The formal implementation of L3-level autonomous driving regulations is expected to be a key catalyst for industry growth by 2026 [4] Market Opportunities - Companies such as Junsheng Electronics and Seres are actively engaging in strategic partnerships and product launches to enhance their positions in the autonomous driving market [5][6] - The introduction of new Robotaxi services by companies like Cao Cao Mobility marks a significant step towards the commercialization of autonomous driving solutions [6] - The collaboration between ZF and Horizon Robotics to develop L3-level systems is expected to lead to mass production by 2026, highlighting ongoing innovation in the sector [7]

Robotaxi 商业化进程展望 20260114 摘要 2026 年，深圳和上海有望扩大 Robot Taxi 开放区域至市区，测试将延 续从郊区向市区转移的趋势，相关法律法规和保险条例将更加完善，为 Robot Taxi 的商业化运营奠定基础。 国内头部 Robot Taxi 公司（小马智行、百度萝卜快跑、文远知行）技 术路线相似，均采用多段式方案，但小马智行侧重稳定性，萝卜快跑注 重产品丰富性和算法精准度，文远知行则在控制层面表现突出。 Robot Taxi 技术成熟度分级明显，Waymo 为 T0 级别，国内头部三家 为 T1 级别，小鹏、蔚来等新进入者为 T3 级别。长期来看，技术水平将 趋于一致，但短期内小马智行综合评分领先。 L2 级辅助驾驶与 L4 级自动驾驶是不同体系，升级并非简单过程。L2 数 据对 L4 的训练价值取决于技术路线，端到端方法可利用 L2 数据，但不 如多段式方法灵活。 Robot Taxi 单车成本约为 30 万元，车辆本身占 12-16 万元，传感器和 改装成本占据剩余部分。未来降本途径包括采用更便宜车体、核心零部 件降价以及量产增加降低改装费用。 Q&A 2026 年 ...

从 CES 2026 看自动驾驶最新变化 20260114 摘要 TI 推出低功耗芯片和新一代成像毫米波雷达，集成化设计降低成本并提 升性能约 30%，旨在提高自动驾驶系统的效率和经济性。 Mobileye 发布 IQ 7 系列芯片，在视觉 Transformer 和剪辑神经网络 模型延迟方面优于 Orin X，但面对浮点算力和内存带宽需求，与 NVIDIA 等顶级产品相比仍显不足。 高通展示双系统 VRA，主模型采用传统 BEV 加 Occupancy 决策规划， 辅以大语言模型处理复杂场景，强调确定性，并推出 8,797 系列座舱平 台，理想汽车首发，定价约七八百美元。 特斯拉 FSD 转向订阅制降低用户门槛，增加收入来源，上海推动 L3/L4 自动驾驶政策加速技术落地，为企业带来发展机遇，预计 Robotaxi 运 营规范等政策将陆续出台。 2026 年被视为 L3/L4 量产元年，传统自主品牌预计春节前后推出多款 高阶智能驾驶车型，通过价格下沉策略吸引消费者，推动技术普及。 NVIDIA 开源 AlphaMile 模型，证明 VLA 架构可实现 L2 到 L4 跨越，降 低二三线车企和传统车企进入高级 ...

前言 最近，特斯拉 的股价出现了一轮明显回调。表面原因很简单：第四季度交付量不及市场预期。 很多人看到下跌会下意识产生两个反应：一种是失望，觉得"逻辑是不是变了"；另一种是兴奋，觉得"是不是机会来了"。 但真正有价值的问题其实只有一个：这次下跌，属于趋势的结束，还是一次可预期的波动？ 如果你把时间线、信息和逻辑拆开来看，答案并不模糊。 回到时间线 这次下跌 并不是突然发生的 我们先回顾一下关键节点。 10 月 23 日：三季度财报引发恐慌 在 10 月 23 日，特斯拉公布了三季度财报。当时市场的第一反应是明显的恐慌情绪，股价波动很大。 但如果你仔细去听那场电话会，你会发现一个事实：基本面并没有市场想象中那么差。当时我给出的判断是：这不是一份"漂亮"的财报，但也绝不是"坏 到失去趋势"的财报。更重要的是，它并没有改变一个核心判断：2026 年，依然是特斯拉的大年。 必然会来的坎 这个坎是什么？答案很简单：第四季度销量。 为什么四季度销量一定会承压？原因并不复杂，而是一个典型的"政策透支效应"。9 月 30 日，美国新能源购车补贴到期。这会直接导致一个结果：大量 消费者提前在三季度集中购车、三季度销量被"拉高" ...