（图片来源：摄图网） 6月25日，AI芯片巨头英伟达股价再创历史新高，达到154.31美元，市值跃升至3.76万亿美元，成功重 登全球市值第一的宝座。背后是英伟达在AI领域的持续深耕以及市场对其AI芯片强劲需求的双重推 动。 在英伟达年度股东大会上，首席执行官黄仁勋指出，除了人工智能(AI)这一核心驱动力，机器人技术将 是英伟达最具发展前景的市场，并预测自动驾驶汽车将成为该技术首个主要的商业应用领域。他强 调："我们公司在各个领域都有很多增长机会，而其中人工智能和机器人技术是最大的两个，代表着数 万亿美元级别的增长机会。" 黄仁勋表示："我们很久以前就不再把自己仅仅看作一家芯片公司了。我们正在朝着这样一个目标努 力：未来将有数十亿个机器人、数亿辆自动驾驶汽车，以及数十万个机器人工厂，它们都可以由英伟达 的技术提供动力。" 从全球机器人行业的现状来看，2023年全球机器人行业市场规模超660亿美元，五年行业复合增速为 11.27%，呈现出蓬勃发展的态势。 目前，全球机器人行业竞争激烈，涵盖工业机器人、服务机器人、特种机器人等多个领域。其中，服务 机器人市场占比最大，超过50%。 | 图表3: 全球机器人领域领先 ...

Group 1 - CATL has officially entered the Robotaxi sector by investing in Hello Chuxing, which recently completed over 3 billion RMB in financing [3] - The newly registered company "Shanghai Zhaofu Intelligent Technology Co., Ltd." will focus on L4 autonomous driving technology development and commercialization [3] - The shareholders include Ant Group, Hello Chuxing, and CATL, indicating a strategic partnership aimed at advancing autonomous driving technology [3][4] Group 2 - Hello Chuxing has recruited a team of AI and autonomous driving experts to enhance its Robotaxi business, reflecting its commitment to deepening its mobility services [6] - Other companies, such as Cao Cao Mobility and SAIC's Xiangdao Mobility, are also entering the Robotaxi market, indicating a competitive landscape [6] - The collaboration aims to integrate CATL's battery technology, Ant Group's AI and payment ecosystem, and Hello's extensive user base to promote autonomous driving [8] Group 3 - CATL will provide an integrated intelligent skateboard chassis and long-life batteries, while Ant Group will contribute AI models and blockchain technology [8] - The commercial plan includes deploying 10,000 smart electric vehicles and 500 intelligent battery swap stations in 20 cities starting in Q3 2025 [8] - Hello Chuxing's CEO revealed that the first model will utilize CATL's chassis architecture, focusing on developing its own autonomous driving algorithms [10] Group 4 - CATL's investment strategy appears to be part of a larger vision to diversify beyond traditional battery markets into the Robotaxi and robotics sectors [11] - CATL has also invested in companies in the embodied intelligence field, indicating a broader interest in robotics and automation [13] - The embodied intelligence market in China is projected to reach 863.4 billion RMB in 2024, with significant growth expected in the coming years [15] Group 5 - The Robotaxi market in China is forecasted to grow from $54 million in 2025 to $12 billion by 2030, with a compound annual growth rate exceeding 96% [18] - CATL's cross-industry investments are seen as a proactive approach to seek new growth opportunities beyond its core battery business [18]

Asia Pacific Equity Research 23 June 2025 This material is neither intended to be distributed to Mainland China investors nor to provide securities investment consultancy services within the territory of Mainland China. This material or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan. S.F. Holding Co. Ltd - A/H How the leader stays ahead? May operation data sheds some light SF Holdings has defied expectations with its remarkable performance in the lo ...

中建八局东北公司大连长海跨海大桥三标段项目经理倪家明说，项目前期采用"钓鱼法"从陆域向海里方 向施工，后期还会增设海域栈桥施工的作业面。预计整个项目将投入7万多吨钢栈桥材料，投入大型机 械设备30台套，高峰期人员400多人。 大连长海县副县长于景旭表示，长海大桥开工标志着长海县正式进入大桥时代。大桥通车后，不但解决 海岛人看天出行的历史性问题，同时也将助力长海经济发展，医疗救济、教育教学、物资供应等民生保 障问题也将发生翻天覆地的变化。 6月25日，辽宁省大连市长海大桥项目25日举行开工仪式，标志着中国东北地区里程最长的跨海大桥项 目正式迈入实质性施工阶段。 作为中国唯一的海岛边境县，大连长海县素有天然渔仓美誉。但受潮汐、大风、大雾等多种自然因素限 制，该地区海运每年有60多天无法通航，通航期间也无法实现24小时全天候通航，限制了海岛居民出行 和经济社会发展。项目建成后，将终结长海县"朝发夕至、看天出岛"的交通困局。 大连市长海大桥项目是东北地区首个采用BOT(即建设、运营和转让)特许经营建设模式建设的跨海大 桥。项目由中建股份联合体中标，负责总体投资、建设、运营。项目全长25.5公里，总投资79亿元人民 币 ...

Tesla boss Elon Musk has reportedly fired longtime “fixer” Omead Afshar, the head of the company’s North American and Europe operations, after a prolonged sales slump in the key regions.Afshar was long considered one of Tesla’s most powerful executives and had been promoted to oversee sales and manufacturing in the two regions last October. Forbes was first to report on the firing, citing people familiar with the matter.Tesla did not immediately return The Post’s request for comment. Musk, who frequently pr ...

【DT新材料】 获悉， 6月23日， 哈啰出行、蚂蚁集团 与 宁德时代 成立 "上海造父智能科技有限公司。该公司注册资本达 12.88亿元人民币，首期出 资超30亿元，由 哈啰副总裁彭照坤 担任法定代表人。 CIIC滑板底盘： 实现上下车体解耦设计，缩短无人车研发周期40%； 巧克力换电网络： 支持5分钟极速补能，已接入百度萝卜快跑车队； 长寿命电池技术： 通过AI热管理将电池寿命延长至200万公里，匹配Robotaxi全生命周期需求。 据了解，新公司将专注于L4级自动驾驶技术研发、安全应用和商业化落地，并开展Robotaxi（自动驾驶出租车）业务。 此前，哈啰、蚂蚁集团、宁德时代已于今年4月签署三方战略合作协议，三方基于各自技术和资源优势，合作研发L4自动驾驶技术，不断提升技术安全 性和可靠性，并推进商业化应用和生态建设： 宁德时代： 提供 智能滑板底盘技术（如CIIC一体化底盘）与高安全动力电池，支持车辆续航突破1000公里，并通过CTC技术提升电池体积利用率至 75%，降低造车成本35%。 蚂蚁集团： 贡献 AI大模型、区块链及信用体系，优化自动驾驶决策算法与支付生态。 哈啰出行： 开放 全国2800万 ...

点击下方 卡片 ，关注" 自动驾驶之心 "公众号 戳我-> 领取 自动驾驶近15个 方向 学习 路线 收到了许多同学在论文发表上的求助，学校绕不开一篇三区论文硕士毕业，没有三篇CCF-A博士都毕不了 业，老师对这个新的方向不熟悉，开展不了工作。一直在为论文选题绞尽脑汁，实验设计总遇瓶颈，写作 逻辑混乱不清，投稿屡屡被拒！ 尤其是在前沿且复杂的自动驾驶、具身智能、机器人领域，真的有点力不 从心！ 一篇论文往往需要1-2年的时间筹备发出，对硕士来说，基本上贯穿了整个学术生涯。方法错误、走弯路、 无人指点是最消耗时间的！论文发表难，但也不是没有办法，有大佬带队，一年发几篇都很正常。筹备了 好久，我们服务大家的论文辅导正式推出了，面向自动驾驶/具身智能/机器人领域。 我们是谁？ 国内最大的AI类技术自媒体平台，IP包含自动驾驶之心/具身智能之心/3D视觉之心等平台，拥有国内最顶 尖的学术资源。深耕 自动驾驶、具身智能、机器人 方向多年。我们深刻理解这些交叉学科的挑战与机遇， 更明白一篇高质量论文对于学生（尤其是硕博生）学业和未来发展的重要性。 我们300+专职于自动驾驶/具身智能方向的老师。来自于全球QS排名前100 ...

Core Insights - The previous investment stance on Worthington Enterprises, Inc. (NYSE: WOR) was a hold rating due to concerns over earnings growth amid macroeconomic weakness and declining steel prices [1] Group 1: Company Analysis - The 4Q25 results indicated some performance metrics that may influence future investment decisions, although specific details were not provided [1] - The investment strategy focuses on long-term investments while also considering short-term opportunities to uncover alpha [1] - The approach is centered on bottom-up analysis, assessing the fundamental strengths and weaknesses of individual companies [1] Group 2: Investment Strategy - The investment duration is medium to long-term, aiming to identify companies with solid fundamentals, sustainable competitive advantages, and growth potential [1]

Core Insights - The year 2025 is anticipated to be a "new beginning" for the equity investment industry, marking a critical point in structural recovery driven by policy benefits and technological breakthroughs [1] - Chinese hard technology companies are rapidly reshaping their global competitiveness and asset value, becoming the core driving force behind the recovery of the primary market [1] - The venture capital industry has seen a significant rebound in activity since the beginning of the year, with new opportunities emerging in the M&A market, particularly in cutting-edge sectors like artificial intelligence, robotics, and low-altitude economy [1] - Investment institutions face a profound restructuring of the industrial environment and competitive landscape, necessitating the identification of new development paradigms and clearer investment strategies [1] Group 1: Soft Power Evaluation - FOFWEEKLY has initiated a survey for the "2025 Investment Institution Soft Power Ranking," focusing on value-creating entities capable of continuous evolution within the new economic cycle [3] - The evaluation model adheres to the principles of transparency and combines quantitative and qualitative assessments, aiming to establish a localized private equity value assessment framework [3] - The updated soft power evaluation system emphasizes four key dimensions: value creation, market influence, service empowerment, and social responsibility [4][5] Group 2: Evaluation Dimensions - Value creation focuses on the diligence of investment institutions' core teams, risk management, and past performance, assessing performance, risk control mechanisms, and enterprise value enhancement [4] - Market influence evaluates the attention, influence, and appeal of investment institutions within the market, considering fundraising efficiency, investment effectiveness, and brand management [5] - Service empowerment assesses the ability of investment institutions to provide services and empower LPs and portfolio companies, focusing on investor services, government relations, post-investment empowerment, and post-investment teams [5] - Social responsibility evaluates the sustainability of investment impacts on the environment and society, particularly in areas like carbon neutrality, rural revitalization, and ESG practices [5] Group 3: Evaluation Process - The evaluation process includes a survey period from June 3 to July 31, followed by a ranking selection in August, with the final list to be published in early September [4]

Core Viewpoint - The successful listing of Cao Cao Mobility on the Hong Kong Stock Exchange marks a significant milestone for the company, which has developed a unique business model centered around customized vehicles in the ride-hailing industry [1][3]. Group 1: Company Overview - Cao Cao Mobility, incubated by Geely Group, has spent ten years developing a ride-hailing ecosystem focused on customized vehicles, contrasting with other platforms that pursued rapid expansion [4]. - The company has become the largest ride-hailing platform listed on the Hong Kong Stock Exchange, demonstrating resilience in a complex regulatory environment [3]. Group 2: Financial Performance - The average hourly income for Cao Cao Mobility drivers increased from RMB 30.9 in 2022 to RMB 35.7 in 2024, significantly higher than the industry average of RMB 27 [6][10]. - The customized vehicle strategy has positively impacted the company's financials, with gross profit margin improving from -5.8% in 2023 to 8.1% in 2024 [7]. Group 3: Cost Efficiency and Service Improvement - The total cost of ownership (TCO) for drivers is projected to decrease by 36.4%, reaching approximately RMB 0.5 per kilometer, enhancing operational efficiency [8]. - Cao Cao Mobility's partnership with Geely has led to a 25% reduction in maintenance time and a 54% decrease in costs, further benefiting drivers [11]. Group 4: Future Prospects and Innovations - The company is exploring the Robotaxi market, leveraging its customized vehicle experience to create a closed-loop ecosystem that integrates vehicle manufacturing, autonomous driving technology, and ride-hailing services [12][14]. - Cao Cao Mobility plans to launch a customized Robotaxi model designed for L4 autonomous driving by the end of 2026, aiming to capitalize on the future trillion-dollar market [15].