10月11日消息，滴滴自动驾驶今天宣布完成D轮融资，本轮融资总额20亿元。 刚刚，中国最大出行平台滴滴的自动驾驶部门获新一轮融资，北京三大AI产业基金全面加持。 据悉，滴滴出行从2016年组建自动驾驶技术研发部门，是国内较早布局自动驾驶的企业之一。2019年8 月，滴滴宣布将自动驾驶部门升级为独立公司"滴滴沃芽"，新公司全面发力Robotaxi，专注于自动驾驶 研发、产品应用及相关业务拓展。 过去六年，滴滴自动驾驶加速获得融资和技术产品落地，投资方包括国际零部件巨头法雷奥集团和日本 软银愿景基金等。2024年10月，滴滴自动驾驶完成2.98亿美元C轮融资，投资方包括广汽集团领投、滴 滴出行参投。 实际上，随着 AI 大模型等新技术加速落地，AI 与自动驾驶的深度融合，已成为中国汽车产业发展的核 心方向，也是全球各大汽车制造商重点攻坚的核心技术"高地"。 一般情况下，自动驾驶功能需依靠车辆搭载的摄像头、毫米波雷达、激光雷达等传感器获取道路信息， 通过车载计算平台集成融合成以车身为中心的路况"鸟瞰图"，车辆的自动驾驶算法会以此"推理"出相应 行驶路径。相关数据在脱敏后也会通过互联网上传到云计算平台，"喂"给AI大 ...

10月11日，据微信公众号"滴滴自动驾驶"消息，滴滴自动驾驶宣布获得D轮融资，融资总额20亿元。投 资方包括中关村科学城科技成长基金、北京信息产业发展投资基金、北京市人工智能产业投资基金、广 汽集团、广州广花基金及滴滴。资金将用于加大AI研发投入、推动L4自动驾驶应用落地，助力交通运 输行业高质量发展。 滴滴联合创始人、滴滴自动驾驶CEO张博表示，L4自动驾驶技术是下个十年人工智能时代最重要的技 术变革之一，将大幅提升出行安全、效率与体验。滴滴自动驾驶在AI、量产及运营三个关键领域上已 有近十年的积累，将始终坚持负责任的科技创新，在积极探索新型就业空间的同时，稳步推进自动驾驶 发展，为智能网联产业发展贡献力量。 相关资料显示，滴滴在自动驾驶领域的布局颇具前瞻性，早在2016年便组建了专门的自动驾驶技术研发 团队，致力于L4级别自动驾驶技术的研发工作。2019年8月，滴滴进一步将自动驾驶部门升级为独立公 司，集中力量开展研发、产品应用以及业务拓展等工作。 滴滴自动驾驶的首轮融资完成于2020年，由软银愿景基金2期领投，融资金额超过5亿美元（折合人民币 约35.68亿元）。2021年，该公司再度完成3亿美元（折合 ...

Core Insights - Huawei's intelligent driving solution, QianKun, has become a trusted brand among users, achieving significant milestones in assisted driving and parking capabilities [2][3] - The automotive industry is transitioning towards an era of embodied intelligence, characterized by three waves: electrification, intelligence, and automation [3] Group 1: QianKun Achievements - QianKun has accumulated a total assisted driving mileage of 5 billion kilometers and has performed parking assistance 280 million times, preventing 2.71 million potential collisions [2] - The average monthly assisted driving mileage per user is 727 kilometers, with over 50% of urban driving time and an average of more than 36 smart parking instances per month [2] - The QianKun system is now installed in over 1 million vehicles, with 28 cooperative models across various brands, including AITO, Deep Blue, and Audi [2] Group 2: Industry Trends - The first wave of the automotive industry is electrification (2015-2022), which significantly reduces travel costs by replacing fuel with electricity [3] - The second wave is the intelligence wave (2022-2027), where algorithms will replace drivers, enhancing safety and user experience while reducing accident risks [3] - The third wave, starting in 2027, will focus on automation, redefining safety and experience standards, and improving transportation efficiency [3] Group 3: Technological Development Path - By 2025, Huawei aims to launch the ADS 4 system, targeting L3 technology for commercial solutions, with capabilities for L3 pilot commercial use on highways and L4 testing in urban areas [3] - In 2026, the goal is to achieve large-scale commercial use of L3 on highways and pilot commercial use of L4 in urban settings, subject to regulatory approval [3] - By 2027, L3 is expected to scale up, and L4 will enter commercial stages, paving the way for the emergence of Robotaxi and logistics solutions [3]

Group 1 - Pony.ai announced a partnership with ComfortDelGro to deploy autonomous vehicles and related services in Singapore, leveraging ComfortDelGro's fleet of over 29,000 taxis [1] - Pony.ai has achieved fully driverless ride-hailing services in major Chinese cities including Beijing, Shanghai, Guangzhou, and Shenzhen, covering an area of over 2,000 square kilometers and accumulating over 50 million kilometers of autonomous driving test mileage globally [1] - According to Frost & Sullivan, the global and Chinese Robotaxi service market is projected to reach $2.9 billion and $1.6 billion by 2025, and $352.6 billion and $179.4 billion by 2035, respectively [1] Group 2 - BAIC BluePark is collaborating with Pony.ai to develop a fully autonomous Robotaxi model based on the Arcfox Alpha T5 platform and Pony.ai's seventh-generation autonomous driving technology [2] - Hengshua Co., Ltd. has successfully adapted its active perception cleaning products for clients including Pony.ai, Didi, Cainiao, and others [2]

"我们预计于2027年底开启L4级试商用，于2030年在部分场景实现L4规模化应用，并最终在2035年达成 大部分场景的L4+级无人驾驶，同时启动L5级的试商用探索。" 9月16日，华为发出了这些预言。 这一天，华为常务董事汪涛代表华为，发布了重磅报告《智能世界2035》（下称2035报告）。 在我们关注的自动驾驶领域，华为预测了上述时间表，并且指出，世界模型技术将支持L3级自动驾驶 的开发，而L4级自动驾驶则依赖AGI（通用人工智能）技术作为基础。 华为还在2035报告中发布了2035年智能世界的十大技术趋势，让我们一起"看见未来"。 01 自动驾驶时间表 在展望未来时，2035报告认为，具身智能将跨越鸿沟，形成多个万亿产业。 而具身智能三大行业领域之一，就是智能驾驶。对此，2035报告更为乐观，称智能驾驶已跨越技术鸿 沟，2035 年将实现L4+ 自动驾驶。 报告回顾说，2022年，基于Transformer 架构、鸟瞰视角（BEV）及占用网络（Occupancy Network）实 现轻地图方案后，智能驾驶行业已成功跨越L2 + 级的技术鸿沟，推动智能驾驶产业进入爆发期。此 后，伴随全球范围内（尤其中国 ...

开拓增长新曲线。 本文为IPO早知道原创 作者｜ Stone Jin 微信公众号｜ipozaozhidao 值得一提的是，地平线（ 9660.HK ）创始人兼 CEO 余凯、四维图新（ 002405 ） CEO 程鹏 、 速腾聚创（ 2498.HK ） 董事长兼首席科学家邱纯鑫 等 行业龙头企业代表 出席发布会现场，共同 见证了小竹无人车首发产品 T5 及 T8 亮相。 其中，余凯博士发表 致辞称 ， " 佑驾创新下一代无人物流车将与地平线高性能芯片解决方案深度 融合。 我们期待通过强强联合，以强大的感知能力和计算效能，共同推动无人车进化的同时，进一 步推动物流行业降本增效，让智能驾驶真正服务千行百业。 " 邱纯鑫博士表示，"RoboSense速腾聚创与佑驾创新同根植于深圳，共享智能驾驶产业链生态优 势。当前，无人物流迎来发展的关键阶段，高性能、车规级的数字化激光雷达成为加速无人物流产业 发展的重要支持。RoboSense速腾聚创数字化激光雷达已率先实现量产交付，可高度适配于佑驾创 新无人物流车，大大提升在复杂场景下的感知能力。此次双方战略协同，将是推动无人物流规模化应 用的重要一步，将进一步拓展无人物流多元 ...

Core Viewpoint - Youjia Innovation has launched its unmanned logistics brand "Xiaozhu Unmanned Vehicle," marking a significant advancement in autonomous driving technology from L1 to L4, aimed at creating more value in diverse and complex scenarios [1][2]. Group 1: Product Launch and Features - The Xiaozhu unmanned vehicle debuted two models, T5 and T8, with T5 offering a cargo space of 5.5m³, a maximum load of 1000kg, and a range of 180km, targeting express delivery and retail [1][2]. - The T8 model features an 8.5m³ cargo capacity, a maximum load of 1700kg, and a range of 240km, suitable for urban distribution and industrial logistics [2]. - Both models utilize a multi-sensor fusion approach, including 3 LiDARs and 11 cameras, providing a 360° view for enhanced safety and road condition recognition [2]. Group 2: Strategic Partnerships and Collaborations - The next generation of Xiaozhu unmanned vehicles will integrate advanced technologies from partners like Horizon Robotics, Suton Ju Chuang, and 4D Mapping, enhancing product capabilities [3]. - The stable supply chain and procurement needs of Youjia Innovation's front-end business help reduce the BOM costs of Xiaozhu unmanned vehicles, creating a cost advantage in the market [3]. Group 3: Market Deployment and Recognition - The company has initiated immediate delivery of the unmanned vehicles to partners, with key cities like Shenzhen, Chengdu, and Xi'an being the initial deployment areas [4]. - Youjia Innovation's L4 autonomous driving iRobo business has shown significant progress, achieving over 10 million in revenue within six months, and has successfully launched unmanned buses in multiple cities [5]. Group 4: Future Outlook and Market Position - The company aims to continue expanding its autonomous driving applications while maintaining a focus on deep collaboration with ecosystem partners to enhance the value of Xiaozhu unmanned vehicles [5]. - Recent positive developments have led to renewed confidence from the capital market, with Citic Lyon reaffirming a "outperform" rating for Youjia Innovation, setting a target price of 32 HKD [5].

Core Viewpoint - Youjia Innovation (2431.HK) has launched its unmanned logistics brand "Xiaozhu Unmanned Vehicle," marking a significant evolution from L1 to L4 autonomous driving technology, aimed at providing advanced logistics solutions in complex scenarios [1][2]. Group 1: Product Launch and Features - The launch event showcased two models, T5 and T8, with T5 offering a cargo space of 5.5m³, a maximum load of 1000kg, and a range of 180km, targeting express delivery and retail sectors [1][2]. - The T8 model features an 8.5m³ cargo space, a maximum load of 1700kg, and a range of 240km, suitable for urban distribution and industrial logistics [2]. - Both models utilize a multi-sensor fusion approach, including 3 LiDARs and 11 cameras, ensuring 360° visibility and precise road condition recognition [2]. Group 2: Strategic Partnerships and Collaborations - The next generation of Xiaozhu unmanned vehicles will integrate advanced technologies from partners like Horizon Robotics, Sutonju, and 4D Mapping, enhancing product capabilities [3]. - The stable supply chain and procurement needs of Youjia Innovation's front-end business help reduce the BOM costs of Xiaozhu unmanned vehicles, creating a cost advantage in the market [3]. Group 3: Market Deployment and Recognition - The company has initiated "release and delivery" for the first batch of unmanned vehicles, with key cities like Shenzhen, Chengdu, and Xi'an identified for initial deployment [4]. - Youjia Innovation's L4 autonomous driving iRobo business has shown significant progress, achieving over 10 million in revenue within six months, and has successfully launched unmanned buses in multiple cities [5]. Group 4: Future Outlook and Market Position - The company aims to continue its growth trajectory by adhering to its "root down, iterate up" philosophy, collaborating with ecosystem partners to expand the application of autonomous driving [5]. - Recent positive developments have led to renewed confidence from the capital market, with Citic Lyon reaffirming a "outperform" rating for Youjia Innovation, setting a target price of HKD 32 [5].

Core Insights - Horizon and Hello signed a strategic cooperation agreement to develop low-cost, high-safety, and reliable intelligent driving technology for Robotaxi operations [1] - The collaboration marks a significant step in Horizon's strategic layout, enabling L2 to L4 scenarios in intelligent driving [1] - The Robotaxi service market in China is projected to reach a potential scale of $183 billion by the late 2030s, with approximately 4 million Robotaxis expected to be operational nationwide [1] Group 1: Technology and Collaboration - Horizon has built a technology foundation suitable for Robotaxi deployment, leveraging its full-stack technology and mass production experience [2] - The Zhencheng 6P provides 560 TOPS of computing power, with a modular system capable of achieving over 1,000 TOPS, meeting the demands for multi-sensor fusion and large model applications [2] - The collaboration aims to optimize the core software and hardware systems of Robotaxi, reducing development cycles and integration costs [2] Group 2: Business Model and Market Strategy - Hello's Robotaxi business is supported by investments from Hello, Ant Group, and CATL, facilitating large-scale commercial applications [3] - The first mass-produced Robotaxi model, HR1, was unveiled, with plans for mass production in 2026 across over 10 cities, targeting a fleet of 10,000 vehicles [3] - Two main technical routes for L4 autonomous driving are identified: a leapfrogging route focusing on regulatory compliance and a progressive route driven by user experience [3] Group 3: Industry Perspectives - The progressive route, represented by companies like Tesla and Horizon, emphasizes speed and iterative development from L2 to L4 capabilities [4] - Horizon's president stated that a solid L2 foundation is essential for achieving L4, advocating for a data-driven approach to expand operational design domain (ODD) boundaries [4] - The approach aims to significantly reduce per-vehicle investment and enhance return on investment (ROI) [4]

Core Insights - The rapid development of unmanned delivery vehicles is transforming logistics efficiency in China, with significant advancements in technology and increased application across various cities [2][3][4] Group 1: Industry Trends - The unmanned delivery sector has seen a notable increase in activity, with major companies completing substantial financing rounds in 2023, indicating strong investor interest [3] - Unmanned delivery vehicles are being deployed in various applications, including express delivery, community logistics, and supermarket deliveries, showcasing their versatility [4][8] - By 2024, over 6,000 unmanned delivery vehicles are expected to be operational in China's express logistics sector, reflecting a shift from pilot projects to large-scale deployment [4] Group 2: Technological Advancements - The latest unmanned delivery vehicles, such as JD Logistics' "Lone Wolf 6.0," demonstrate significant improvements in speed, load capacity, and operational efficiency, supporting 24/7 operations [5] - The cost of unmanned delivery vehicles has decreased significantly, with some models now priced below 100,000 yuan, facilitating broader adoption [9][10] Group 3: Policy Support - Government initiatives, such as the "Smart Supply Chain Development Action Plan," are crucial in promoting the adoption of unmanned delivery technologies, providing a favorable regulatory environment [4][8] - Local governments are increasingly issuing permits for unmanned delivery vehicles, enabling their integration into urban logistics systems [8][10] Group 4: Market Potential - The unmanned logistics vehicle market in China is projected to exceed 10 billion yuan by 2030, with a potential sales volume of over 800,000 units, indicating a significant market transformation [13][14] - The industry is expected to evolve with more sophisticated technology, diversified applications, and a more defined role for unmanned delivery vehicles in the logistics ecosystem [14][15] Group 5: Challenges and Future Outlook - Despite the growth, the unmanned delivery sector faces challenges related to technology optimization, regulatory standardization, and customer trust, which need to be addressed for further expansion [11][12] - The future of unmanned delivery is anticipated to involve collaboration with drones, creating a more integrated and efficient delivery network [16]