被公认技术门槛高、商业化挑战大的硬核赛道，也总有玩家能够逆周期成长—— 2026年初，自动驾驶赛道第一笔投资落地：卡车新势力DeepWay深向，刚刚官宣完成Pre-IPO轮融资，总额11.77亿元。 DeepWay深向成立时间也就5年，但一直被VC、产业方投资人持续看好下注，Pre-IPO扩充多轮，即将冲刺港交所。 据透露，DeepWay深向目前已经越过"独角兽企业"10亿美元的门槛。 5年间，DeepWay深向靠卖新能源重卡实现年营收数十亿元；加速度更加不容忽视，刚刚过去的2025年单季度交付量就超过2024全年—— 但投资人看好的，不仅是卖车的业绩，毕竟这一逻辑还无法支撑DeepWay深向公开道路场景下的"自动驾驶卡车第一股"的估值和潜力。 正向定义打造新能源重卡，当年百度商用车领域唯一获授权使用百度Apollo技术、新能源重卡三电全栈自研……穿透DeepWay深向身上众多标签，这名自 动驾驶卡车玩家，被看重的到底是什么？ Pre-IPO，谁在"上车"DeepWay深向？ 本轮融资的投资方，包含了普华资本、ABC Impact（淡马锡旗下投资公司）、欣旺达、前海淏天、瀚棠置业、临沂国科、长兴创强基金、山东 ...

贾浩楠 发自 凹非寺 量子位 | 公众号 QbitAI 被公认技术门槛高、商业化挑战大的硬核赛道，也总有玩家能够逆周期成长—— 本轮融资的投资方，包含了普华资本、ABC Impact（淡马锡旗下投资公司）、欣旺达、前海淏天、瀚棠置业、临沂国科、长兴创强基金、山 东国控资本、联想创投、大湾区基金、光跃投资、红山基金。国资、外资、产业资本齐上阵，抓紧窗口赶上了DeepWay深向上市的末班车。 融资朋友圈不断"扩容"，在DeepWay深向是常态，比如过去5年中，DeepWay深向曾在A轮融了5轮，B轮3轮……目前公开可查的金额为19.8 亿元，加上这次的11.77亿，已经超30亿。 这一方面证明了这家自动驾驶卡车公司的"抢手"程度。 5年间，DeepWay深向靠卖新能源重卡实现年营收数十亿元；加速度更加不容忽视，刚刚过去的2025年单季度交付量就超过2024全年—— 但投资人看好的，不仅是卖车的业绩，毕竟这一逻辑还无法支撑DeepWay深向 公开道路场景下的"自动驾驶卡车第一股" 的估值和潜力。 正向定义打造新能源重卡， 当年百度商用车领域唯一获授权使用百度Apollo技术 、新能源重卡三电全栈自研…… 穿透Dee ...

【东北计算机】20260126 【银河通用成2026年春晚指定具身机器人】 1. 全球首次 人形机器人直连低轨高通量卫星试验成功。 （来源：财联社） 2. 理想汽车内部会曝光：重启人形机器人。 （来源：财联社） 2. 理想汽车内部会曝光：重启人形机器人。 （来源：21世纪经济报道） 3. 马斯克称自动驾驶、机器人与天基能源将驱动指数级增长。 （来源：DoNews） 4. 银河通用成2026年春晚指定具身机器人，创始人王鹤是斯坦福博士。 （来源：21世纪经济报道） 3. 马斯克称自动驾驶、机器人与天基能源将驱动指数级增长。 （来源：DoNews） 4. 银河通用成20 【东北计算机】20260126 【银河通用成2026年春晚指定具身机器人】 1. 全球首次 人形机器人直连低轨高通量卫星试验成功。 5. 智元创新、伯特利等入股奇瑞汽车旗下墨甲机器人。 （来源：人民财讯） 国产人形机器人每日公告 1. 江苏雷利：关于对境外子公司增加投资的进展公告 2. 中控技术：激励计划拟授予的股票为1700万股，占总股本比例2.15%，每股转让价57.98元，激励方案有效期5 年，当前进度为董事会预案 ———————————— ...

来源：猎云网 值得注意的是，DeepWay深向在成立之初，就获得了百度"白盒"模式的自动驾驶技术授权，这是百度在商用车领域的唯一授权，因此，其也成为"百度 Apollo X计划"的首个落地公司。Deepway深向的创始人是狮桥集团的创始人万钧，CTO田山原为百度商用车自动驾驶业务负责人。 DeepWay深向采用"自有车辆+自研智驾技术"一体化双轮驱动发展战略，在传统燃油车技术体系之外重新定义产品与研发架构，使车辆硬件与智能驾驶软件 在底层实现深度适配，以货运领域完全无人驾驶为终极目标。截至2025年6月，公司已累计交付约6400台新能源重卡，在全球正向定义新能源重卡市场排名 第一。 在应用场景选择上，DeepWay深向当前重点聚焦中国物流体系中体量庞大的固定线路短途大宗运输市场，该市场运力需求约占公路货运总量的40%至50%。 围绕这一场景，公司正在加速推进智能编队的应用，目前在新疆、内蒙、四川等客户场景进行编队测试验证和载货运营，并实现了编队车型的首批客户交 付。 1月27日，新能源重卡企业DeepWay深向宣布完成Pre-IPO轮融资，总募集金额达11.77亿元。本轮融资由普华资本领投，ABC Impac ...

Domestic News - The Ministry of Public Security projects that by 2025, the total number of motor vehicles in China will reach 469 million, with 366 million being cars, and the number of motor vehicle drivers will be 559 million, including 525 million car drivers [2] - In 2025, the number of new registered motor vehicles is expected to be 35.35 million, with 26.19 million being new cars. By the end of 2025, the number of new energy vehicles is projected to reach 43.97 million, accounting for 12.01% of the total number of cars [2] - The Ministry of Public Security reported that in 2025, there will be 41.11 million motor vehicle transfer registrations, with 38.41 million being car transfers, which constitutes 93.44% of the total. Since 2020, the volume of second-hand car transactions has exceeded new car registrations for six consecutive years [3] - Guangdong Province aims to strengthen emerging industries such as new energy, smart connected vehicles, and aerospace, focusing on building a robust modern industrial system by 2026 [4] - Nanjing is promoting a consumption boost initiative, implementing a policy for replacing old appliances and vehicles with new ones, supporting green product consumption [5] International News - Volkswagen Group's CEO stated that the company may cancel plans for an Audi factory in the U.S. unless tariffs are reduced, as the initial motivation for establishing a manufacturing base was influenced by subsidy policies [6][7] - India plans to significantly reduce import tariffs on cars from the EU from 110% to 40%, with potential further reductions to 10% in the future as part of a free trade agreement [8] - Toyota has incurred an additional cost of 5.1 trillion yen (approximately 230 billion RMB) due to rising prices of energy, raw materials, logistics, and labor, warning that further increases in parts prices may lead to higher vehicle prices [9] - Eaton is exploring strategic options for its automotive business, including potential sale or spin-off, with an estimated valuation of up to 5 billion USD [10] Corporate News - Porsche China plans to reduce its dealer network by 30% by 2026, with no current plans for local production, focusing instead on cost-saving measures and investment in market and future R&D [11] - XPeng Motors announced the launch of 1,000 X9 super-range mobile charging stations, aimed at providing charging support during the Spring Festival travel season [12] - The autonomous shuttle Robobus by WeRide has commenced commercial operations in Leuven, Belgium, marking the first deployment of autonomous vehicles in a complex urban traffic environment in Europe [14] - Youjia Innovation has secured a significant smart driving project with a well-known automaker, with a total order value exceeding 1.3 billion RMB, expected to start mass production by mid-2026 [15] - The flagship model Huajing S, developed through a strategic partnership between SAIC-GM-Wuling and Huawei, has officially rolled off the production line, entering user experience testing and preparation for mass production [16]

Group 1 - Employees at Dangdang's subsidiary in Wuxi have been penalized for excessive overtime, averaging 149 hours per month, which is nearly equivalent to two months of work in a single month [4][5] - The fine imposed on the company for violating labor laws was 12,150 yuan, which some netizens criticized as being disproportionately low compared to the company's potential illegal gains [5] - A recent incident involving a programmer's death due to overwork has sparked discussions about the severe consequences of excessive working hours in the tech industry [5] Group 2 - Li Auto's CEO emphasized the company's commitment to AI and plans to develop humanoid robots, aiming to recruit top talent previously lost to startups [8][9] - The company is undergoing organizational changes to enhance its R&D capabilities, focusing on core areas such as base models and intelligent systems [9][10] - Li Auto's delivery numbers for 2025 fell short of expectations, with a year-on-year decline of approximately 19%, indicating significant challenges ahead [10] Group 3 - Tencent announced a new AI social feature called "Yuanbao," which will include a 1 billion yuan cash giveaway during the Spring Festival to encourage user engagement [12][13] - The company aims to replicate the success of the WeChat red envelope phenomenon from years past, leveraging AI technology to enhance social interactions [13] Group 4 - The AI startup Jieyue Xingchen has completed a 5 billion yuan Series B+ financing round, with plans to focus on developing advanced AI models and applications [14][15] - The appointment of Yin Qi as chairman signifies a strategic shift towards integrating AI capabilities into various sectors, including automotive and robotics [15] Group 5 - Porsche's CEO expressed an openness to collaborating with Chinese autonomous driving suppliers, reflecting the competitive landscape in the luxury automotive market [28][29] - The company is facing challenges in the Chinese market, with a reported 26.28% decline in sales, prompting a reassessment of its strategies [28] Group 6 - Apple has launched the second generation of AirTag, featuring improved tracking capabilities and a 50% increase in sound volume, while maintaining the same battery life as the original [46][47] - The new AirTag is designed to integrate seamlessly with Apple's ecosystem, enhancing user experience in locating lost items [47] Group 7 - Hyundai's plans to deploy humanoid robots in production have faced backlash from labor unions, citing concerns over job security and the impact on employment [50][51] - The company aims to establish a factory in the U.S. for robot production, which has raised alarms among workers about potential job losses [51]

在智能驾驶商业化落地方面，DeepWay深向同样走在行业前列。目前，DeepWay深向已率先在全 系最新车型中实现组合辅助驾驶系统标配，智驾付费订阅率持续提升。这一进展得益于公司始终以市 场核心需求为导向，坚持智驾功能的实用性与经济性为第一优先级，通过高性价比方案快速实现商业 闭环。同时，大规模量产交付也为公司积累了大量真实运营场景数据，为后续无人驾驶所需的感知、 决策与控制算法提供了可复用的数据与工程基础。 据IPO早知道消息，DeepWay深向日前完成Pre-IPO轮融资，总募集金额达11.77亿元，这也是自 动驾驶新能源重卡赛道历史最大单笔融资。 本轮融资由普华资本领投，ABC Impact、欣旺达、前海淏天、瀚棠置业、临沂国科、长兴创强基 金、山东国控资本、联想创投、大湾区基金、光跃投资、红山基金共同投资。本轮融资资金主要用于 集团主营业务的运营和发展，进一步夯实其在智能新能源重卡领域的领先地位。 作为全球首家通过正向定义打造智能新能源重卡解决方案并实现批量交付的企业，DeepWay深向是 坚持正向定义理念，采用"自有车辆+自研智驾技术"一体化双轮驱动发展战略，在传统燃油车技术体 系之外重新定义产品与 ...

Group 1 - GAC Aion and Didi Autonomous Driving have officially delivered the new generation L4 Robotaxi model R2 at GAC Aion's factory on January 23 [1] - The first batch of R2 vehicles has obtained road testing licenses for intelligent connected vehicles in Guangzhou [1] - The R2 model is equipped with 10 LiDARs provided by Suoteng Juchuang, featuring a configuration of "4 main radars + 6 supplementary blind-spot radars" for 360-degree environment perception [1] Group 2 - The delivery of the R2 model follows the announcement of this configuration plan in November of the previous year [1] - The R2 model is planned to gradually integrate into urban smart mobility networks with demonstration applications starting in 2026 in cities like Guangzhou and Beijing [1]

近日，DeepWay深向完成Pre-IPO轮融资，总募集金额达11.77亿元，为自动驾驶新能源重卡赛道历史最 大单笔融资。本轮融资由普华资本领投，ABC Impact、欣旺达、前海淏天、瀚棠置业、临沂国科、长 兴创强基金、山东国控资本、联想创投、大湾区基金、光跃投资、红山基金共同投资。本轮融资资金主 要用于集团主营业务的运营和发展，进一步夯实其在智能新能源重卡领域的领先地位。 DeepWay深向是全球首家通过正向定义打造智能新能源重卡解决方案，并实现批量交付的企业。公司坚 持正向定义理念，采用"自有车辆+自研智驾技术"一体化双轮驱动发展战略，在传统燃油车技术体系之 外重新定义产品与研发架构，使车辆硬件与智能驾驶软件在底层实现深度适配，以货运领域完全无人驾 驶为终极目标。 ...

Summary of the Conference Call for Xidi Zhijia Company Overview - **Company**: Xidi Zhijia - **Industry**: Autonomous Driving in Mining Sector Key Points and Arguments 1. **Product Offerings**: Xidi Zhijia has developed autonomous mining trucks, heavy-duty trucks, and rail transit vehicles, significantly reducing operational costs for mine owners by replacing drivers and saving hundreds of thousands in annual salaries [2][4][6]. 2. **Market Deployment**: The company has successfully deployed autonomous and manned vehicle operations in large coal mines in Northwest China, addressing the gradual replacement of traditional vehicles and increasing order volumes, with expectations of reaching 100 units per order by 2025 [2][4][5]. 3. **Revenue Growth**: Revenue is projected to grow from over 30 million yuan in 2022 to 410 million yuan in 2024, with expectations of nearing 1 billion yuan in total revenue for 2025, maintaining a gross margin of 20%-25% [2][8]. 4. **Technological Edge**: The company possesses a full-stack autonomous driving technology, multi-agent algorithms, metaverse simulation technology, and self-manufacturing capabilities, operating under a light-asset model to help operators save costs and improve efficiency [2][9]. 5. **Future Growth**: Xidi Zhijia anticipates rapid growth in the next two years, particularly in the autonomous mining truck sector, aiming to become China's first profitable autonomous driving company by the end of 2026 while expanding into overseas markets like Australia and Saudi Arabia [3][9]. 6. **Regulatory Support**: The mining sector's high-risk and high-pollution environment has led to strong policy support for automation, making it a promising area for autonomous driving technology [4][6]. 7. **Market Potential**: The autonomous mining vehicle market is expected to grow significantly, with regulations mandating a high degree of automation in new mining operations by 2027. The market for unmanned wide-body trucks alone could reach 80 billion yuan if 80% of new vehicles are automated [14]. 8. **International Projects**: The company is involved in international projects, including the China-Vietnam border crossing and bulk material transport in Mongolia, indicating a strong international presence and growth potential [8][19]. 9. **Unique Business Model**: Xidi Zhijia adopts a product sales model rather than owning vehicles, ensuring product quality and fostering long-term partnerships with clients [17]. 10. **Challenges and Solutions**: The company addresses challenges in autonomous driving, such as technology maturity, policy acceptance, and cost-effectiveness, by focusing on high reliability and significant cost savings in mining operations [6][12]. Additional Important Content - **Differentiation from Competitors**: The company emphasizes its unique advantages, including comprehensive technology, strong R&D capabilities, and a light-asset operational model, which positions it favorably against competitors [11][12]. - **Future Directions**: Beyond mining, the company is exploring autonomous applications in large infrastructure projects and energy management, indicating a broader vision for its technology [22]. - **Accounts Receivable Management**: The company has learned from past experiences with financing defaults and is implementing stricter management of accounts receivable to mitigate risks [21]. This summary encapsulates the key insights and strategic directions discussed during the conference call, highlighting Xidi Zhijia's position in the autonomous driving market, particularly within the mining sector.