Core Insights - The first batch of vehicles is set to be operational in the second half of 2025 [1] - The launch of the seventh-generation Robotaxi family marks a significant milestone for the company in advancing L4 autonomous driving technology [3][5] Group 1: Product Development - The seventh-generation Robotaxi models feature six types of mass-production sensors, including 9 LiDARs, 14 cameras, 4 millimeter-wave radars, and additional sensors for comprehensive 360° detection within a 650-meter range [3][5] - The new Robotaxi models utilize 100% automotive-grade components, resulting in a 70% reduction in the total cost of the autonomous driving suite compared to previous generations [5][6] - The core costs of the autonomous driving suite, particularly the onboard computing unit and LiDAR, have seen significant reductions, with costs for the computing unit dropping by 80% and LiDAR costs decreasing by 68% [6] Group 2: Strategic Partnerships and Collaborations - The company initiated the "Kunlun" project in 2023, completing the entire process from development to production and operational deployment of the new generation Robotaxi [7] - A joint venture with Toyota China and GAC Toyota was established with an investment of 1 billion yuan to develop the first seventh-generation Robotaxi model [7] - The company has announced partnerships with BAIC New Energy and GAC Aion for the mass production of Robotaxis, introducing new models such as the BAIC Arcfox Alpha T5 Robotaxi and GAC Aion Tyrannosaurus Robotaxi [7] Group 3: Future Outlook - The CEO stated that 2025 will be a pivotal year for the mass production of Robotaxis, marking the realization of the "Kunlun" project [9] - The seventh-generation autonomous driving system is also expected to be applied to autonomous trucks in the future [9]

全球最大车企丰田，刚刚官宣了和全球自动驾驶"先驱"Waymo的合作意向。 算起来这已经是丰田在L4赛道一周之内的第二次出手了。 就在丰田和Waymo达成意向的100多个小时前，它和「中国Waymo」——小马智行合作的最新一代Robotaxi量产车亮相，量产在即。 种种迹象表明，Robotaxi的iPhone时刻正在来临。 丰田官宣"牵手"Waymo 丰田和Waymo的这次官宣挺有意思。 一般都是确定合作的范围、形式，协议签署后才正式官宣。但这次双方显得好像比较仓促。 双方都明确定义为"潜在合作"，目前状态是"达成初步协议"。 可以看出Waymo对这次合作的定性表述更模糊，明显对未来的期待更多： 双方将合作开发新的自动驾驶平台，但未来合作范围将通过持续的讨论不断演变。 上周谷歌母公司Alphabet在第一季度财报会议上说的话，揭示了丰田和Waymo合作状态的背景。 官方认为"Waymo尚未完全确定其长期商业模式"，而未来不排除"将Waymo自动驾驶技术引入私家车"。 Waymo朝商业化落地的目标的努力，今年开始频繁起来。比如之前Waymo负责Robotaxi的各个层面，包括技术、应用程序、维护和叫车运营等等。 ...

腾讯携手小马智行打造自动驾驶生态闭环。 本文为IPO早知道原创 作者｜ Stone Jin 微信公众号｜ipozaozhidao 据 IPO早知道消息， 小马智行 日前 与腾讯云签署战略合作协议，围绕 L4 级 自 动 驾 驶 研 发 和 Robotaxi服务落地开展战略合作。 双方将通过云服务、地图数据、信息安全、智能座舱生态等领域的技术合作，拓展 Robotaxi在车端 及用户端的产品形态和业务场景，为L4级自动驾驶产品的商业化落地提速。 根据官方提供的信息， 腾讯云与小马智行将探索在微信端内的 "出行服务"入口及腾讯地图等应用 内，打通小马智行Robotaxi服务 。 换言之， 作为拥有微信 13亿月活、腾讯地图8亿用户的超级流量平台，腾讯 本次 开放核心流量矩 阵 ——微信 "出行服务" 一级入口、腾讯地图精准导流体系，为小马智行构建起覆盖用户出行决策 全链路的流量护城河 ， 通过多场景的深度联动和触达，形成 "场景-服务-数据" 的商业闭环。 除了流量平台端的合作外，官方提供的新闻稿还指出， 腾讯云 将 通过发挥在云、大数据、仿真和 AI等方面的技术优势，与小马智行共同打造高效的自动驾驶研发和测试云 ...

首批车型将在2025年下半年投入运营。 本文为IPO早知道原创 作者｜ Stone Jin 微信公众号｜ipozaozhidao 据 IPO早知道消息， 小马智行于 2025上海车展举办"向新而行"新闻发布会，全球首发第七代车规级 自动驾驶软硬件系统方案，三款第七代Robotaxi家族量产车型也首次集体对外亮相，开启量产征 程。 这也成为小马智行继 2024 年 11月成为"全球Robotaxi第一股"后，加速推进L4 Robotaxi量产和服 务落地的重要里程碑，以领先之姿为行业定义L4级自动驾驶的发展范式。 据介绍， 小马智行搭载第七代自动驾驶系统方案的 Robotaxi车型拥有100%车规级零部件，自动驾 驶套件总成本较前代下降70%、平台化适配设计的三大亮点，并成为全球首个基于车规级芯片实现 L4级全场景无人驾驶能力的系统方案。目前基于小马智行PonyWorld世界模型技术基座，小马智行 L4级Robotaxi车队已经实现50万小时全场景、全天候、全无人运营，其安全性比人类驾驶高出10 倍。 小马智行 CEO彭军发布第七代Robotaxi 开启 L4级自动驾驶量产 小马智行联合创始人、 CEO 彭军在 ...

Group 1 - The incident involving a self-driving delivery vehicle dragging an electric bike highlights the need for improvement in the vehicle's ability to recognize and avoid deformed obstacles [1][2] - The responsible company, Jiushi (Suzhou) Intelligent Technology Co., Ltd., acknowledged the incident and stated that the electric bike was misidentified due to plastic debris from a previous accident, which affected the vehicle's recognition capabilities [1][2] - The local traffic police confirmed that the incident did not result in any injuries and that the area has initiated a comprehensive pilot program for intelligent driving commercialization [2] Group 2 - Jiushi Intelligent was established in August 2021 and specializes in L4 level autonomous driving product development, collaborating with major logistics companies such as SF Express, Zhongtong, and YTO [2] - The company has conducted extensive testing on its vehicles' ability to recognize and avoid obstacles, particularly living beings, and claims to ensure zero accidents, although this incident revealed a specific responsibility and the need for further enhancements [2]

Core Viewpoint - The article discusses the emergence of autonomous driving technology in the mining sector, highlighting how companies like 易控智驾 (Easy Control Intelligent Driving) have successfully commercialized L4 autonomous vehicles in closed environments, contrasting this with the challenges faced by Robotaxi initiatives in urban settings [2][6][10]. Group 1: Market Context and Opportunities - The mining sector presents a significant market opportunity for autonomous driving, with estimates suggesting a market size exceeding 1 trillion yuan globally [12][13]. - Companies focusing on mining automation have achieved substantial revenue, with 易控智驾 projected to reach nearly 1 billion yuan in annual revenue for 2024, surpassing established players like Waymo [5][78]. - The closed nature of mining environments allows for easier implementation of autonomous technology compared to the regulatory and technical challenges faced by Robotaxi services [15][16]. Group 2: Strategic Decisions and Company Focus - 易控智驾 and other mining-focused companies have strategically chosen to concentrate on specific applications within the autonomous driving space, rather than competing in the crowded Robotaxi market [9][11]. - The company has maintained a focus on developing core technologies and building a strong team with expertise in both autonomous driving and the mining industry [36][39]. - During industry downturns, 易控智驾 demonstrated strategic resilience by continuing to invest in technology development and operational capabilities, positioning itself for future growth [60][66]. Group 3: Technological Advancements and Implementation - The successful deployment of L4 autonomous vehicles in mining has been facilitated by advancements in technology, including the development of line-controlled chassis systems [40][44]. - 易控智驾 has taken the initiative to develop its own vehicle assets, allowing it to directly control the operational aspects of autonomous mining vehicles, which is uncommon in the industry [62][66]. - The company has achieved a significant milestone by deploying over 1,000 autonomous mining vehicles, marking it as a leader in the sector [76]. Group 4: Industry Impact and Future Outlook - The success of 易控智驾 has led to increased interest and investment in autonomous mining solutions, with a growing recognition of the potential for L4 technology in closed environments [74][75]. - The company’s approach has influenced traditional mining operations to adopt autonomous solutions, thereby transforming operational workflows and enhancing efficiency [70][71]. - As the industry begins to recover, the potential for widespread adoption of autonomous mining vehicles is anticipated to grow, with 2024 being viewed as a pivotal year for the sector [85][86].

目前，超千台九识智能无人城配车已经在130余个城市中投入运营，累计送单量超过1亿 单。 本文为IPO早知道原创 作者｜Stone Jin 微信公众号｜ipozaozhidao 据IPO早知道消息，九识智能日前完成1亿美元B1轮融资，该笔融资是近一年来自动驾驶领域完成的 最大金额融资之一。本轮融资由鼎晖百孚、蓝湖资本共同领投，其他老股东跟投，光源资本继续担任 独家财务顾问。 作为全球城配自动驾驶产品研发和应用领军企业， 九识智能拥有L4级自动驾驶全栈技术的自研能 力，成功实现了公开道路商业化落地，成为业内首家以"交钥匙售车"模式实现正毛利运营的无人城 配企业 。 九识智能具备深厚的L4算法研发、产品开发、整车交付及销售运维等底层体系化能力，并实现了核 心软硬件模块全自研，目前已经搭建起了智能化平台、车辆平台、电动化平台三大技术平台。 最新款无人车在软硬件能力侧已实现包括计算单元和传感器在内的全套车规级升级。新车配备高性能 的车规级双Orin Drive计算平台，具备超过500tops算力；基于自研的ZOE 2.0架构，不仅优化了 传感器的集成和扩展，还提升了数据传输的密度和处理效率。同时，九识智能通过骨干网络和 ...

微信公众号｜ipozaozhidao 截至目前，轻舟智航的NOA方案交付上车量已超过40万台。 本文为IPO早知道原创 作者｜Stone Jin 据IPO早知道消息，轻舟智航（QCraft）日前完成数亿元人民币C+轮新融资。 本次融资由逐鹿聚航 基金投资，资金将用于加大全栈自动驾驶技术的研发投入，扎实推进中高阶NOA方案的大规模量产 交付，以持续、高效的量产数据积累驱动技术迭代，稳步实现从L2++到L4级自动驾驶技术的渐进式 进化，推动L4级自动驾驶时代的全面到来。 作为行业领先的中高阶智能驾驶解决方案提供商，轻舟智航已与多家头部车企建立深度合作，实现了 大规模的量产交付，构建了稳固的商业闭环。 截至目前，轻舟智航的NOA方案交付上车量已超过40 万台，用户里程达数亿公里 ，高速NOA、泊车、主动安全等功能指标均跻身业内最高水准梯队，成 为交付用户数量最多、测试验证里程数最长、实际量产性能最优的行业领跑者。 第三方最新发布的数据显示，轻舟智航以50.84%的市场份额位居中国市场乘用车NOA高阶智驾系统 方案商首位。 目前，轻舟智航正通过以AI大模型和数据驱动为核心的研发范式，加速数据闭环迭代，将量产场景优 势 ...

以下文章来源于晚点Auto ，作者晚点团队 晚点Auto . 从制造到创造，从不可能到可能。《晚点LatePost》旗下汽车品牌。 智能驾驶，一场昂贵的竞赛开始。决定排位、决定未来。 文丨程曼祺 窦亚娟 编辑丨 宋玮 先后任职于特斯拉和小鹏的谷俊丽博士说，中国智能驾驶研发进度至少落后特斯拉 1.5 -2 年。理想智驾副总裁郎咸朋认为，差距没那么大，产品体验上理想最 多落后半年。 理想强调自己做智驾的优势是车多、数据多，小鹏创始人何小鹏则说："如果有人说它有很多车、很多数据" 就能做好自动驾驶，"千万别信，绝对是胡扯"。 价格战还在燃烧，中国汽车新势力们又集体挤入了一个新战场——智能驾驶，充满分歧、争议、你追我赶。 不是所有车企都买得起这张入场券。智能驾驶 30 亿研发投入起步，逐年递增。理想说，现在一年租卡要 10 亿人民币，将来要 10 亿美元。 新势力如此疯狂、不甘落后，是因为他们看到了特斯拉 FSD V12（特斯拉 2024 年 1 月开始大规模推送的完全自动驾驶新版本）的巨大进步，也看到了智驾能 力对消费决策的影响。去年 9 月，华为宣布年底推出全国都能开的无图方案，问界同期围绕智驾猛烈宣传。短短一个 ...