当海外物流行业因人力问题还在"最后一公里"困局中挣扎，中国自动驾驶企业正以硬核技术改写城配市场规则。九识智能继Z、E两大系列后推出的L系列重 载版无人车L5，以1800kg行业顶级载重、40.8kWh长续航、社会充电桩快充等突破性设计，剑指大宗商品重载场景。 这家专注无人城配的高新科技企业，何以完成从技术研发到规模化落地的跨越？其技术底座的深度与产品迭代的敏捷性，或许能从L系列的基因密码中找到 答案。 当无人物流车从封闭道路走向全国的大街小巷，万亿级城市配送市场可能正迎来了真正拼"硬实力"的阶段。 此外，九识智能的售后网络已构建起'云脑-枢纽-终端'三级服务体系，覆盖全球近300座城市和地区，以客户为中心平均五公里范围内一定有维修站点和备件 服务的售后网络体系，实现有九识车的地方就有九识的直营运营人员。叠加AI 预诊断系统、5G远程专家协作平台，以及独特的"服务需求热力图"算法能动 态调整资源分布，实现20秒内线上响应。 优质的产品和服务，是九识让客户"赚得更多"的底气。 不止于"送货"，从物流工具到城市基础设施 目前九识智能的产品已经跑遍近300座城市和地区，服务对象从快递物流、医药、生鲜冷链等领域的头部企 ...

Core Insights - The article focuses on the development and algorithms of Vision-Language Action (VLA) models in autonomous driving over the past two years, providing a comprehensive overview of various research papers and projects in this field [1]. Group 1: VLA Preceding Work - The article mentions several key papers that serve as interpreters for VLA, including "DriveGPT4" and "TS-VLM," which focus on enhancing autonomous driving perception through large language models [3]. - Additional papers like "DynRsl-VLM" are highlighted for their contributions to improving perception in autonomous driving [3]. Group 2: Modular VLA - The article lists various end-to-end VLA models, such as "RAG-Driver" and "OpenDriveVLA," which aim to generalize driving explanations and enhance autonomous driving capabilities [4]. - Other notable models include "DriveMoE" and "LangCoop," which focus on collaborative driving and knowledge-enhanced safe driving [4]. Group 3: Enhanced Reasoning in VLA - The article discusses models like "ADriver-I" and "EMMA," which contribute to the development of general world models and multimodal approaches for autonomous driving [6]. - Papers such as "DiffVLA" and "S4-Driver" are mentioned for their innovative approaches to planning and representation in autonomous driving [6]. Group 4: Community and Resources - The article emphasizes the establishment of a community for knowledge sharing in autonomous driving, featuring over 40 technical routes and inviting industry experts for discussions [7]. - It also highlights the availability of job opportunities and a comprehensive entry-level technical stack for newcomers in the field [12][14]. Group 5: Educational Resources - The article provides a structured learning roadmap for various aspects of autonomous driving, including perception, simulation, and planning control [15]. - It mentions the compilation of numerous datasets and open-source projects to facilitate learning and research in the autonomous driving sector [15].

自动驾驶企业小马智行（NASDAQ: PONY）正在进入一个罕见的高速扩张周期。 8月12日，小马智行披露2025年第二季度未经审计财报，总营收1.54亿元人民币（2150万美元），同比 增长75.9%，环比增长53.5%，创上市以来单季新高。核心业务Robotaxi乘客车费收入同比增长超过3 倍，成为拉动整体业绩的主要引擎。 （原标题：量产、收入与国际化齐头并进，小马智行进入扩张周期） 资本市场对这些进展给予了积极回应。据媒体统计，公司获得8家分析机构"买入"评级，无"卖出"或"中 性"观点。在13F机构持仓披露中，包括英国老牌资管柏基投资（Baillie Gifford）、日本日兴资产管理 （Nikko Asset Management）在内的至少14家国际资金在二季度大幅增持。 6月，小马智行成为首个纳入纳斯达克中国金龙指数的L4自动驾驶公司。这一指数覆盖市值和流动性较 高的在美上市中概股，纳入意味着进入更多ETF和长线资金的配置名单，也提升了股票的交易活跃度和 海外投资者的关注度。 国际化布局同步推进。在中东，公司与迪拜道路交通管理局达成战略合作，计划2026年实现全无人商业 化运营；在欧洲，已于卢森 ...

永新光学（603297.SH）8月12日在投资者互动平台表示，以上产品均有涉及。在视觉方案中，公司为 海外科技巨头供应的车载镜头前片业务保持稳健发展；在激光雷达方案中，公司是禾赛、图达通、法雷 奥等激光雷达头部企业的重要合作伙伴，公司提供核心光学元部件产品并已进入大批量出货阶段。 （文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：自动驾驶涉及的视觉系和激光雷达系，请问贵公司产 品是否都涉及？ ...

小马智行CFO王皓俊表示，公司业绩的强劲增长证明了可规模化、持续盈利的商业模式，通过优化"人 员—车辆"远程运营比例、降低车辆的保险成本，Robotaxi单位经济模型（UE）改善显著。2025年第二 季度，小马智行经调整研发费用为3.16亿元人民币，在产线、物料、人员建设上加速第七代Robotaxi生 产和商业落地。"随着第七代车型量产落地进程加速，公司正处在商业化全面提速阶段。" （原标题：小马智行发布二季度财报：Robotaxi总数突破500台 营收同比增长75.9%） 自动驾驶公司小马智行8月12日披露未经审计的2025年第二季度财报。财报显示，公司二季度总营收达 1.54亿元人民币（2150万美元），同比增长75.9%，环比增长53.5%，其中Robotaxi（无人驾驶出租车） 乘客车费收入同比增长超3倍。小马智行Robotaxi车辆总数已突破500台，预计年底超1000台。截至二季 度末，公司现金等价物及长短理财投资为53.56亿元人民币（7.48亿美元）。 分业务板块来看，财报显示，二季度公司小马智行业务收入达1090万元人民币（150万美元），同比增 长157.8%，其中来自乘客端的车费收入实现 ...

寒武纪是国产算力的代表，工业富联是AI服务器出海的代表，两大龙头双双大涨并创历史新高，背后 是全球算力的需求预期。 那么，算力需求空间还有多大呢？ 华泰证券认为，市场对全球算力需求仍存在较大的预期差。从全球大集群的建设规划来看，北美科技厂 商加速部署与主权AI双轮驱动，推动训练算力需求上行。 今天，有两只个股引起市场的广泛关注。 一是寒武纪。受相关"小作文"影响，今天寒武纪实现"20cm"涨停，股价创下历史新高。自2022年4月的 低点以来，寒武纪股价最高上涨了17倍（前复权）。 二是工业富联。今天，工业富联大涨9.24%，股价创下历史新高，总市值达到7886亿元。 首先，科技厂商方面，算力集群建设说明训练阶段对超大规模、高功率、低延迟算力集群的需求远未见 顶，大集群建设也是下一代模型训练、走向AGI的必要前提。 其次，主权AI方面，中东与欧洲的主权AI基础设施建设蓝图表明，算力资源作为核心基础设施的战略 地位正在快速提升。 从近期的行情来看，AI算力的产业趋势明确，相关企业的业绩不断超预期，各个细分领域不断轮动， 此起彼伏，核心股不断新高。 此外，北美科技厂商的财报，也验证了算力方面业绩的确定性，在一定程度 ...

央广网北京8月12日消息（记者 齐智颖）自动驾驶公司小马智行（NASDAQ: PONY）披露未经审 计的2025年第二季度财报，该季度总收入为1.537亿元，同比增长75.9%；净亏损3.82亿元，同比扩大 72.49%。 小马智行CFO王皓俊表示，公司业绩的强劲增长证明了可规模化、持续盈利的商业模式，通过优 化"人员-车辆"远程运营比例、降低车辆的保险成本，Robotaxi单位经济模型（UE）改善显著。 财报显示，小马智行2025年第二季度总收入增长主要是由于Robotaxi收入的增长。数据显示，该公 司二季度Robotaxi业务收入达1090万元人民币（150万美元），同比增长157.8%， 小马智行创始人、CEO彭军强调，非常有信心在2025年底实现千台Robotaxi目标。 据小马智行介绍，公司对Robotaxi量产的持续押注在二季度初见成果。多款第七代Robotaxi车型顺 利通过多地严苛复杂的智能网联汽车检验标准和测试要求，获批北京、上海、广州、深圳的L4级自动 驾驶测试许可。 ...

Core Viewpoint - The article highlights the evolution and growth of the company over the past year, emphasizing its transition from pure online education to a comprehensive service platform that includes hardware, offline training, and job placement services. The focus is on the advancements in the autonomous driving sector, particularly the impact of large models on new intelligent driving solutions [1]. Group 1: Business Development - The company has expanded its offerings to include hardware business, paper tutoring, and job placement services, marking a significant shift from its original online education model [1]. - The establishment of the "Autonomous Driving Heart Knowledge Planet" has been a major investment, creating a platform for industry, academia, and job-seeking interactions [1][3]. Group 2: Community Engagement - The company has successfully built a community that includes members from renowned universities and leading companies in the autonomous driving field, facilitating knowledge exchange and collaboration [14]. - Plans for future community engagement include hosting roundtable discussions with industry leaders and launching online sessions to address members' real-world challenges [1]. Group 3: Technical Resources - The company has compiled over 40 technical routes and invited numerous industry experts to provide insights and answer questions, significantly reducing the time needed for members to find relevant information [3]. - A comprehensive entry-level technical stack and roadmap have been developed for newcomers, while valuable industry frameworks and project plans are available for those already engaged in research [8][10]. Group 4: Job Opportunities - The community continuously shares job openings and career advice, aiming to create a complete ecosystem for autonomous driving [12]. - Members can freely ask questions regarding career choices and research directions, receiving guidance from experienced professionals [78].

在商业化落地方面，今年二季度小马智行Robotaxi注册用户同比增长136%。目前，其Robotaxi服务已覆 盖北京、上海、广州、深圳等一线城市，运营总面积超2000平方公里，涵盖中心城区、机场和高铁站等 关键交通枢纽。此外，小马智行持续加大技术研发投入，今年第二季度经调整研发费用为3.16亿元人民 币。截至二季度末，现金等价物及长短理财投资为53.56亿元人民币（约7.48亿美元）。 8月12日，自动驾驶企业小马智行（NASDAQ：PONY）发布2025年第二季度未经审计财报。财报数据 显示，公司第二季度总营收达1.54亿元人民币（约2150万美元），同比增长75.9%，环比增长53.5%，其 中Robotaxi业务收入达1090万元人民币（约150万美元），同比增长157.8%，来自乘客端的车费收入实 现同比增长超过300%。 据悉，小马智行自6月起与北汽、广汽合作启动第七代Robotaxi量产，已完成产能爬坡并进入稳态生 产，在两个月内生产超200台Robotaxi车辆。"目前，小马智行Robotaxi车辆总数已突破500台，我们非常 有信心在2025年底实现千台Robotaxi目标。"公司联合创始人 ...

Core Viewpoint - WeRide's founder and CEO, Dr. Han Xu, has been invited to join Singapore's Steering Committee on Autonomous Vehicles, highlighting the company's influence and technological strength in the global autonomous driving sector [1][5]. Group 1: Committee Formation and Members - The Steering Committee on Autonomous Vehicles was officially established by Singapore's Ministry of Transport on July 31, 2025, to promote the safe and steady implementation of autonomous driving technology in Singapore [1][4]. - The committee consists of 17 members from government agencies, academic institutions, industry companies, and labor organizations, with Dr. Han Xu representing WeRide as the only Chinese autonomous driving technology company [3][4]. Group 2: Focus Areas of the Committee - The committee will adopt a "whole-of-society" collaborative approach, focusing on four key areas: short-term deployment of autonomous vehicles, legal and regulatory responsibilities, industry development and employment transition strategies, and technology safety and data policy development [4]. Group 3: WeRide's Contributions and Future Plans - WeRide has made significant strides in Singapore's autonomous driving sector, having obtained T1 and M1 autonomous driving licenses for its S6 and S1 vehicles in November 2024, and successfully launched Singapore's first commercial autonomous sanitation project shortly thereafter [5]. - The company aims to continue its mission of transforming human mobility through autonomous driving and actively participate in the formulation and practical cooperation of autonomous driving regulations in Singapore and globally [8].