如果您希望可以时常见面，欢迎标星收藏哦~ "我们希望通过这项技术，加速L2+到L3乃至L4级无人驾驶的落地进程。"Roman强调，Arbe的成 像雷达不仅可以在高速（130公里/小时甚至更高）场景下确保高精度识别，而且能够在严苛天气或 低能见度条件下保持稳定性能，从而成为摄像头与激光雷达的强有力补充。 据了解，得益于48发48收的天线阵列设计，Arbe的系统可生成多达2,304个虚拟通道，远超行业主 流，提供无与伦比的空间分辨率和检测精度。这一架构不仅大幅提升了前向雷达性能，也为传感器 融合提供了丰富的数据支撑。 此外，Arbe的雷达芯片具备高算力处理能力，能够实时处理复杂回波数据，保障高速场景下的系 统响应和安全性。同时，其跳频波形设计有效规避电磁干扰，使雷达在多车道和城市拥堵环境下仍 保持高度稳定。 在技术演示环节中，Arbe团队向媒体展示了其成像雷达识别微小目标的能力——例如，在290米之 外识别一块仅11.5×11.5厘米的木块。相比视觉系统和激光雷达的同步失效风险，成像雷达在补 盲、穿透力和全天候稳定性方面显现出显著优势。 "我们用物理能力捕捉信息，而不是算法去'填补'认知空白。"Arbe中国区雷达 ...

Core Viewpoint - The first batch of Level 4 autonomous buses in Nanjing has entered the road testing phase, with free rides available for citizens starting in early July [1][2]. Group 1: Autonomous Bus Features - The autonomous buses are equipped with multiple radars and cameras, referred to as "big eyes," which help in real-time environmental sensing and target recognition [1][2]. - The buses utilize a sophisticated decision-making algorithm that processes the collected data to perform driving actions such as obstacle avoidance and stopping [2]. - Compared to traditional buses, these autonomous vehicles can more efficiently and reliably identify obstacles and pedestrians, thereby reducing traffic accidents [2]. Group 2: Safety Measures - A safety operator is required to be present on the bus to take control in case of emergencies, ensuring operational safety [2]. - The safety operator has undergone a period of adaptation to the autonomous system, indicating a learning curve associated with the new technology [2]. Group 3: Testing and Implementation - The initial road testing began on April 28, covering at least 1,000 kilometers or 240 hours to ensure safety and reliability before the demonstration phase [3]. - Testing routes include a total distance of approximately 11 kilometers in Qinhuai District and 6 kilometers in Qixia District, showcasing the operational capabilities of the buses [3]. - Nanjing is one of the first cities selected for the "vehicle-road-cloud integration" pilot program, which includes various types of intelligent connected vehicles [3].

2024年，同力股份持续增强新能源产品的研发力度，净承载110吨的产品已经投入矿区验证；更大吨位的产品也在加紧研 发中。据了解，公司将在大型化、新能源、智能化方面不断推出满足市场需求的产品。 本报记者 殷高峰 5月8日下午，陕西同力重工股份有限公司（以下简称"同力股份"）2024年年度股东大会召开。作为国内非公路宽体自卸车 行业的开创者和引领者，同力股份如何保持技术上的领先和市场竞争力、公司未来的发展规划等问题是与会投资者主要关注的 问题。 "公司将紧抓矿山智能化、绿色化转型的机遇，将'大型化、绿色化、智能化'作为技术攻关的关键，采取'前瞻、在研、应 用'研发路线，多点布局，将清洁能源、无人驾驶应用到公司矿车，不断实现产品创新和突破。"同力股份董事长叶磊表示，同 时，公司将进一步推动公司的出海战略，加速海外市场的布局。 增强产品研发力度 "公司未来的发展将由技术引领上升为战略引领。"许亚楠透露，公司未来的战略发展方向主要是海外市场。 "公司在海外市场方面，起步较晚，目前海外市场规模尚小，但空间很大。"叶磊表示，与公司在国内的市场占比相比，公 司海外市场占比还需要大幅度的提升。 目前，同力股份通过设立的新加坡子 ...

报告导读： 2025 年以来，中美两国的 Robotaxi 玩家持续推进自身业务进展并加快全球 化布局。政策方面，美国自动驾驶政策有望逐渐放宽，我国也出现更多地区颁布相关细 则。 全球 Robotaxi 加速发展，智能驾驶持续推进。 2025 年以来美国 Robotaxi 玩家 Waymo 、特斯拉以及 国内厂商小马智行、文远知行均在持续推进自身业务进展并加快布局全球其他市场。政策方面，美国自动 驾驶政策正逐渐放宽，国内也出现更多地区颁布相关管理细则，并对远程测试示范作出要求。 Waymo 订单数高增并加速开城，特斯拉已开始内测。 1 ） Waymo ： 2025 年 Waymo 主要在凤凰 城、旧金山、洛杉矶及奥斯汀四个地区运营， 计划 2026 年扩至亚特兰大、迈阿密以及华盛顿。订单数 量方面 ， Waymo 在 2024 年 5 月 /8 月 /10 月单周订单分别为 5 万 /10 万 /15 万单， 2025 年 5 月大幅增至 25 万单。车队数量方面， 2025 年 5 月 Waymo 拥有 1500 辆车，计划 2026 年再增加 2000 辆。 2 ）特斯拉：特斯拉自 2024 年 10 月 ...

基于全球首个支持L4级无人驾驶的大模型，萝卜快跑可以兼顾技术的安全性和泛化性，做到安全性高于人类驾驶员10倍以上。过去两年的数据显示， 萝卜快跑实际车辆出险率仅为人类司机的1/14。截至今年3月，萝卜快跑已累计提供超过1000万次出行服务，安全行驶里程超过1.7亿公里，其安全性和稳定 性得到众多用户广泛好评。 除了在香港获得飞速进展外，萝卜快跑正加快海外布局。今年3月底，萝卜快跑先后宣布落地迪拜和阿布扎比，率先在迪拜市区开展无人驾驶规模化测 试和服务、部署超过1000台全无人自动驾驶汽车，并与合作伙伴共同打造阿布扎比规模最大的无人车队。 日前，香港特别行政区运输署发布消息称，已根据《道路交通（自动驾驶车辆）规例》更新自动驾驶车辆试行牌照并扩大萝卜快跑自动驾驶车 辆在香港的测试区域。 运输署发言人称，萝卜快跑自2024年12月起在北大屿山进行道路测试至今，在不同道路场景中表现稳定，已达到高度自动化驾驶水平（国际标准为L4 级）。这意味着，萝卜快跑能够在特定运行条件下持续执行所有动态驾驶任务，并自动执行最低风险策略，技术水平与内地及世界其他地区相当。 数据显示，自2024年12月开始测试至今，萝卜快跑在港安全行驶 ...

以下为晚报正文： 1、习近平同俄罗斯总统普京会谈 重要程度：★★★★★ 国家主席习近平同普京总统签署《中华人民共和国和俄罗斯联邦在纪念中国人民抗日战争、苏联伟大卫国 战争胜利和联合国成立80周年之际关于进一步深化中俄新时代全面战略协作伙伴关系的联合声明》。 习近平指出，历史和现实充分证明，持续发展和深化中俄关系，是传承两国人民世代友好的应有之义，是 双方彼此成就、促进各自发展振兴的必然选择，也是捍卫国际公平正义、推进全球治理体系改革的时代呼 唤。 中俄两国元首共同见证中俄双方交换20多份双边合作文本，涵盖全球战略稳定、维护国际法权威、生物安 全、投资保护、数字经济、检疫、电影合作等领域。 2、商务部部长王文涛：大力提振消费，全方位扩大国内需求 重要程度：★★★★ 《旗帜》杂志刊登商务部党组书记、部长王文涛署名文章《大力提振消费 全方位扩大国内需求 推动经济 持续回升向好》。 文章指出商务部立足商务工作"三个重要"定位，全力抓好提振消费四方面工作。持续推动老字号创新发 展，举办"老字号嘉年华"系列特色活动，打造国货"潮品"消费增长点。同时围绕服务消费重点领域打好政 策"组合拳"，优化服务供给，更好满足群众多样化 ...

Market Overview - The market rebounded with the Hang Seng Index closing up 0.37% following a stabilizing meeting [1] - The Federal Reserve maintained the benchmark interest rate at 4.25%-4.50%, marking the third consecutive meeting without a change [1] - President Trump announced a significant trade agreement with a respected country, likely the UK, which may positively impact the US stock market [1][2] Trade Agreements - The trade agreement with the UK is not a traditional free trade agreement but rather a specific agreement to lower tariffs on certain goods [2] - The agreement is expected to stimulate the US stock market, despite uncertainties regarding Trump's adherence to future agreements [2] Technology Sector - The Trump administration plans to revoke AI chip restrictions from the Biden era, which faced opposition from tech companies and foreign governments [3] - This policy change is anticipated to benefit companies like NVIDIA, which saw a stock increase of over 3% [3] Geopolitical Tensions - Ongoing India-Pakistan conflict has led to significant market reactions, with the KSE-30 index in Pakistan dropping 7.2% due to economic instability [4] - India's recent trade agreement with the UK may provide some economic buffer, but ongoing military tensions could lead to capital flight [5] Pharmaceutical Sector - Following Trump's executive order to promote domestic drug production, the pharmaceutical sector experienced a significant drop but rebounded as the market adjusted to potential limitations on import tariffs [6] - The US relies heavily on imported raw materials for pharmaceuticals, with over 80% dependence, primarily from China [6] Automotive Sector - Great Wall Motors reported a 7% decline in total revenue for Q1, but April sales showed a recovery with a 5.55% year-on-year increase [9] - The company is focusing on new energy vehicles, with a notable 28.42% increase in sales for April [9][10] - The launch of new models and promotional activities are expected to drive future sales growth [10] Emerging Markets - The Chinese autonomous taxi market is projected to grow significantly, with Goldman Sachs predicting 500,000 Robotaxis by 2030 and a market size of $47 billion by 2035 [8] - Early entrants in this market, such as Pony.ai and WeRide, are expected to benefit from favorable regulatory conditions and consumer acceptance [8]

Group 1 - The article discusses the recent military conflict between India and Pakistan, highlighting Pakistan's claims of shooting down six Indian aircraft, including three Rafale jets and one Su-30MKI, which has led to a surge in military stock prices [1] - The article mentions that despite the lack of official confirmation from India, various media reports and social media content suggest that Pakistan's claims may be largely accurate [1] - The article notes a significant increase in military-related stocks, with specific companies like Xinyisheng and others in the defense sector experiencing substantial gains [4] Group 2 - A new concept related to magnetic levitation compressors has emerged, with a statement from Danfoss indicating that demand for these compressors in Chinese data centers is expected to double in the next three years [3] - Danfoss Turbocor's business in China is projected to grow threefold in 2024, with a 50% growth rate expected this year [3] - The article also mentions the performance of the A-share market, with major indices showing collective gains and a notable increase in trading volume, indicating a bullish sentiment in the market [4] Group 3 - Huawei's Harmony OS computer products are set to launch on May 19, with features integrating AI capabilities for various tasks, although the stock performance related to this concept has been moderate [4] - The article highlights that the Harmony OS applications are expected to cover multiple domains, with over 2000 applications anticipated by the end of the year [4] - The overall market sentiment remains positive, with significant trading activity and numerous stocks hitting their daily limit up [4] Group 4 - The article references a report predicting that by 2030, the market for autonomous taxis in China could reach 500,000 units, with a market size of $47 billion by 2035 [9] - This growth is expected to create substantial opportunities for early entrants in the market, as well as for related supply chain companies in the automotive semiconductor and parts sectors [9] Group 5 - Microsoft has announced two new development platforms, Azure AI Foundry and Microsoft Copilot Studio, which support the latest Agent development protocol A2A, indicating a significant advancement in the intelligent agent sector [10] - The collaboration with Google to expand the A2A protocol is expected to break down barriers in data, development models, and communication, facilitating the creation of complex automated processes [10] Group 6 - The seventh International Innovation Forum on Neurotechnology will be held in Shanghai, focusing on cutting-edge technologies for brain stimulation, which could provide new treatment methods for complex brain diseases [11] - The article mentions a company, Qiang Brain Technology, that has developed a smart bionic hand to help disabled individuals regain writing and playing abilities [11]

Core Insights - The Chinese autonomous taxi market (Robotaxi) is expected to experience explosive growth, with projections indicating 500,000 units by 2030 and a market size of $47 billion by 2035 [2][3]. Market Growth Projections - Goldman Sachs forecasts a 700-fold increase in the Robotaxi market over the next decade, estimating a market size of $54 million in 2025, $12 billion in 2030, and $47 billion in 2035 [5]. - By 2035, each Robotaxi is expected to generate daily revenue of $69, significantly higher than the average daily earnings of traditional ride-hailing services, which range from $28 to $56 [5]. Factors Driving Growth - Increased consumer acceptance in first-tier cities, a tightening supply of human drivers due to fleet maturity and retirements, and support from government and insurance sectors are key factors contributing to the growth of the Robotaxi market [4]. Early Market Entrants and Opportunities - Early entrants such as Pony AI, WeRide, and Baidu Apollo are positioned to benefit from the rapid transition to autonomous ride-hailing services in China [6]. - Goldman Sachs has provided a list of potential beneficiaries, including Robotaxi operators and companies in the automotive semiconductor and parts supply chain [6]. Comparison with the U.S. Market - The report highlights that China is significantly ahead of the U.S. in the commercialization of Robotaxi services, attributed to a more favorable regulatory environment, faster infrastructure adaptation, and higher consumer acceptance [7]. - In contrast, U.S. companies like Waymo, Zoox, Cruise, and Tesla are still in testing phases or have only initiated small-scale commercialization efforts [7].

近日，美国电动汽车制造商特斯拉发布了一季度业绩，惨淡的数据令人大跌眼镜。今年1～3月，该公司汽车业务营业收入同比下降 近20％，净利润更是下滑71％，两项数据均大幅低于市场预期。美国《纽约时报》援引一名投资界人士的话称，"这是我所见过的特斯 拉有史以来最糟糕的表现"。舆论普遍认为，特斯拉业绩大跌，与该公司创始人马斯克涉政存在极大的关联。 一季度净利润暴跌71％ 尽管特斯拉方面将销量下滑的部分原因归咎于Model Y生产线升级导致的产能波动，但这显然不是特斯拉在全球市场上需求疲软的 主要原因。除了本身车型阵容陈旧、行业竞争加剧，造成特斯拉进入2025年来销量大幅下滑的直接原因，可能在于掌门人马斯克涉政后 给特斯拉带来的负面影响日渐凸显，对品牌形象造成严重的打击。 以本土市场美国为例，今年一季度，特斯拉在美国最大的电动汽车市场——加州的销量同比下降15％，该品牌在加州电动汽车市场 的份额也从一年前的55.5％降至如今的43.9％。据悉，这也是自2012年特斯拉进入加州以来，其市场份额首次跌破50％。与此同时，福 特、雪佛兰、本田等竞争对手在该州电动汽车市场的份额均有所增长。在加州，"反马斯克"情绪日益高涨。事实上 ...