RT Warren Redlich - Chasing Dreams 🇺🇸 (@WR4NYGov)Important thought about Robotaxi that deserves more attention.Robotaxi will save a 100,000 lives a year soon, and eventually over a million a year. ...

详细会议介绍参看往期文章： （点击蓝字跳转） 报名开启｜顶流期刊征+2025智能机器人关键技术大会盛会将至！ 展览展示｜抢位2025智能机器人关键技术大会！高曝光商务合作虚位以待，共赴解锁新机遇 时间： 2025.06.23-06.25 地点： 深圳市 主办单位： 南方科技大学 9大期刊联合征文｜投稿2025智能机器人关键技术大会，年底正刊发表！ 机器人产业蓬勃发展，正极大改变着人类生产和生活方式，为经济社会发展注入强劲动能。2023年年初，工业和 信息化部联合十六大部委印发《"机器人+"应用行动实施方案》，目标到2025年，制造业机器人密度较2020年实现 翻番，服务机器人、特种机器人行业应用深度和广度显著提升，机器人促进经济社会高质量发展的能力明显增 强。11月12日工业和信息化部又印发《人形机器人创新发展指导意见》，提出人形机器人有望成为继计算机、智 能手机、新能源汽车后的颠覆性产品，并明确2025年实现批量生产。 各项政策加持，热度非凡，行业活动也层出不穷，小编通过网络搜集整理了 未来两周国内外机器人及人工智能领 域行业活动活动榜单 ，供大家参考。 2025.06.16-06.29 机器人及人工智能相 ...

Group 1 - Luo Yonghao clarified that he has not left the tech industry, stating that he was engaged in e-commerce from 2020 to 2021 due to contractual obligations, and has since been focused on R&D with his new company, Xihongxian [1] - He emphasized that the lack of public activity was due to the focus on development rather than a departure from the tech sector [1] Group 2 - He Yujun has completed the acquisition of Beijing Huanju Commercial Management Co., with the seller being Wang Sicong, son of Wanda Group's chairman Wang Jianlin [4] - The event was part of a product launch in Tai'an, Shandong, where He Yujun appeared as the chairman of Beijing Huanju and Xingjing Weiwang Group [2] Group 3 - Xiaomi responded to allegations regarding a sales representative disparaging other brands during a conversation about the Xiaomi YU7, confirming that the individual was not an employee and that the company prohibits such behavior [5] - The company urged consumers to verify information through official channels to avoid misinformation [5] Group 4 - Ningbo Dongfang University announced a tuition fee of 96,000 yuan per student per year for the 2025 academic year, along with a 2,000 yuan accommodation fee [6] Group 5 - Vipshop's Vice President Feng Jialu is under investigation for alleged corruption, with the company maintaining that business operations are normal and expressing zero tolerance for corrupt behavior [7] Group 6 - Apple has made its advertisement "The Parent Presentation" private after just one day of release, indicating a shift in its marketing strategy [8] Group 7 - Haier announced the establishment of Shanghai Zhaofu Intelligent Technology Co., focusing on L4 autonomous driving technology, with initial funding exceeding 3 billion yuan from Haier, Ant Group, and CATL [20][22] - The collaboration aims to enhance the safety and reliability of autonomous driving technology and promote its commercial application [22] Group 8 - Xiaopeng Huaitian appointed Du Chao as CFO and Vice President, aiming to strengthen financial management and investor relations [23] Group 9 - BYD refuted rumors regarding solid-state batteries being used in the Seal model, stating that such information is unverified and that the first model and specifications are not officially reported [24] Group 10 - Xiaomi officially announced the launch of the YU7 SUV on June 26, along with other products including the MIX Flip 2 and a new personal smart device [28]

| M June 17, 2025 04:53 AM GMT China Industrials Asia Pacific Industrial Robot Operations | Sheng.Zhong@morganstanley.com Chelsea Wang | Update +852 2239-7821 | | --- | --- | --- | | | Morgan Stanley Asia Limited+ | | | | Sheng Zhong | | | | Equity Analyst | | | | Equity Analyst | | | Tracker - Solid Growth | Jinlin.Wang@morganstanley.com | +852 2239-1118 | | | Serena Chen | | | | Research Associate | | | Continues | Serena.Chen@morganstanley.com | +852 2848-7107 | | | Carlos Chai | | | | Research Associate ...

Group 1 - The core viewpoint is that Tesla's RoboTaxi service is facing its first significant test, which could amplify any negative factors [1] - Gene Munster, the managing partner of Deepwater Asset Management, emphasizes the importance of this situation, indicating that it is critical for the company [1] - The statement suggests that the outcome of this test could have substantial implications for Tesla's future operations and market perception [1]

A quick walk through of the Tesla Robotaxi app @HansCNelson https://t.co/yrLnZvHEDL ...

Group 1 - Ark Invest has set a price target of $2,600 for Tesla by 2029, based on a Monte Carlo simulation that considers various market scenarios [2][5] - The simulation indicates a 25% chance that Tesla's stock price could be $2,000 or less, and a 25% chance it could exceed $3,100, with the expected value being $2,600 [2][4] - Tesla's current stock price is significantly below previous bearish forecasts, indicating the challenges in predicting long-term stock values for speculative growth stocks like Tesla [3][4] Group 2 - The success of Tesla's stock price is highly dependent on the success of its robotaxi service, which is projected to account for 88% of its enterprise value by 2029 [7][10] - Tesla's Full Self-Driving (FSD) system and robotaxi concept remain unproven, with regulatory and safety challenges yet to be addressed [9][11] - If Tesla successfully develops its robotaxi technology, there could be significant upside potential for the stock, as the company has the necessary resources and market position to succeed [13]

RT jimmah (@jamesdouma)Car ownership will evolve in a similar fashion to how landline phones changed with the coming of the cell phone. At first, few gave up landlines because cell phones weren’t a complete substitute. As cell phone networks improved in quality and ubiquity, the rationale for paying for an additional landline gradually went away and today relatively few people still have them. Businesses and older demographics are hanging on but it’s not mainstream. Similarly car ownership will continue wit ...

Core Insights - The comparison between Ford and Tesla highlights the future direction of the auto industry, particularly in electric vehicles (EVs) and robotaxis, with both companies facing similar opportunities and challenges [1] - Tesla's full-self-driving (FSD) robotaxi is seen as a strategic move to counteract declining sales and market share, while major automakers recognize the profit potential of robotaxis through recurring income from ride-per-mile revenue [2] Electric Vehicles and Affordability - Automakers need to make EVs more affordable to ensure their future viability, as current EVs are not cheap [2] - Ford's CEO emphasized the importance of developing affordable EVs to achieve profitability, indicating a shift in strategy [4] Robotaxi Development - Ford has faced setbacks in its robotaxi plans, notably after the shutdown of Argo AI, while Tesla is preparing to launch its unsupervised FSD/robotaxi service [14][15] - Tesla's ability to transform existing vehicles into robotaxis and produce a dedicated model, the Cybercab, gives it a competitive edge [8] Financial Performance - Ford's Model E segment reported significant losses, with a loss of $5.1 billion in 2024 and $849 million in Q1 2025, indicating challenges in achieving a profitable EV business [10] - In contrast, Tesla generated $7.1 billion in operating profit in 2024 and maintained a dominant market share of 43.5% in Q1 2025, compared to Ford's 7.7% [11] Future Outlook - Both companies plan to release low-cost models, but Tesla's ability to lower its average cost per car positions it better for sustainable profitability [13] - The auto industry is moving towards lower-cost EVs and robotaxis, with Tesla currently in the best position to meet these industry aims [18]

Industry Overview - The robotics industry is at a significant inflection point, driven by AI integration, with a projected annual growth rate of 15.1%, leading to a global market valuation of $169.8 billion by 2032 [2] - The global industrial robotics market is expected to grow from $87.1 billion in 2024 to $162.7 billion by 2030, reflecting an 11% CAGR [3] - The medical service robots sector is anticipated to reach $51.9 million by 2030, showcasing advancements in surgical robotics [4] - Collaborative robots (cobots) are projected to see a 6,100% increase in sales from 2025 to 2045, particularly in food and beverage packaging [5] - The defense and space exploration sectors are leveraging robotics for autonomous systems, with companies like Palantir and SpaceX leading the way [6] Company Highlights - Advanced Micro Devices (AMD) is enhancing its robotics portfolio with adaptive computing solutions, including the Kria SOM platform for AI sensor data processing and real-time digital twin simulations [9][10] - Tesla is expanding its robotics initiatives beyond automotive with the Optimus humanoid robot, targeting mass production of 50,000-100,000 units by 2026, and plans to send Optimus to Mars by 2026 [11][12] - Cadence Design Systems is a key player in robotics, providing AI processors and simulation tools that optimize robotic system design and performance [13] - Serve Robotics is innovating in the delivery sector with AI-powered sidewalk robots, completing tens of thousands of deliveries and planning to deploy up to 2,000 robots across U.S. markets [14][15]