自动驾驶出租车（Robotaxi）——这个曾经只存在于科幻电影中的概念，正以前所未有的速度驶入中国的城市街道。 据追风交易台消息，瑞银（UBS）在最新发布的报告中明确指出，中国Robotaxi行业正处于大规模商业化部署的前夜，一个价值数千亿美元的庞大市场即 将被激活。随着技术成熟、成本下降和法规放开，行业即将迎来一个重要的里程碑。 一个近4000亿美元的庞大市场正在开启 瑞银在报告中描绘了一幅宏伟的蓝图。报告预测，到本世纪30年代后期，中国Robotaxi服务市场的潜在规模（TAM）将达到1830亿美元，届时全国将有约 400万辆Robotaxi投入运营。 放眼全球，前景更为广阔。如果将除美国以外的海外市场计算在内，这一市场的潜在规模将跃升至3940亿美元，运营车辆总数将达到600万辆（中国市场 以外为200万辆）。 瑞银认为，这一增长路径将分阶段实现。在2030年代初，仅中国一线城市（北京、上海、广州、深圳）就有望部署30万辆Robotaxi。这一判断基于对纽约 曼哈顿数据的模拟分析：一个面积60平方公里的曼哈顿需要4500辆Robotaxi覆盖，而中国四大一线城市的核心城区面积超过3000平方公里，需求潜 ...

Industry Trend - Chinese autonomous driving companies are collectively expanding overseas [1] Company Strategy - Baidu's autonomous driving platform, Apollo Go, will strategically partner with Lyft to offer autonomous driving services in Europe [1] - Apollo Go's sixth-generation autonomous vehicles are planned to be launched in Germany and the UK by 2026 [1] Competitive Landscape - WeRide has obtained autonomous driving test permits in China, Saudi Arabia, UAE, Singapore, France, and the United States [1] - Pony.ai possesses autonomous driving test permits in the United States, South Korea, and Luxembourg [1]

Group 1 - Bavaria has established itself as one of China's most important trade partners, with significant developments in economic relations since 1975 [1] - The Chinese automotive industry is now considered part of the global automotive industry's top tier, excelling in power systems, autonomous driving, and advanced battery technology [1] - The establishment of global design centers by Chinese car manufacturers in Bavaria is seen as a strategic move to better understand market preferences and create customized products [1] Group 2 - In the context of global economic instability, Germany emphasizes the need for open cooperation with key partners like China, leveraging China's advantages in raw materials, components, and production efficiency [2] - There is significant potential for collaboration between Chinese and German companies in areas such as artificial intelligence and autonomous driving [2] - The presence of over 12,000 German companies in China and more than 2,000 Chinese companies in Germany, with around 500 in Bavaria, highlights the deepening economic ties and mutual investment opportunities [2]

联手Uber之后，百度又和另一家网约车国际巨头Lyft达成了合作。 8月4日，百度官方宣布旗下萝卜快跑与网约车平台Lyft达成战略合作，萝卜快跑将通过Lyft平台在欧洲提供无人驾驶出行服务。 双方计划于2026年率先在德国和英国部署萝卜快跑第六代无人车，并在欧洲市场逐步扩大规模至数千辆，实现无人驾驶规模化落地。 这是近期萝卜快跑又一个重大国际化举措。 7月15日，百度宣布，和与全球最大的出行平台Uber达成战略合作，在全球多个市场部署数千台无人驾驶汽车。 不过，两项合作的初始合作目标市场不同。与Uber的合作，重点是亚洲和中东地区；与Lyft的合作，目标先是英国和德国，最终目标是欧洲。 2022年之前，Lyft能在全球网约车平台中排名第二，仅次于Uber。但是，滴滴凭借庞大的中国市场跻身第二之后，Lyft退居第三。但在北美市场，Lyft是仅 次于Uber的存在。 此次百度与之联手开拓欧洲，对于Lyft也是重大挑战。Lyft此前在欧洲并没有多少"地盘"。但是，4月份，Lyft收购了德国网约车平台 FreeNow。 FreeNow并不知名，但也是出自名门，是宝马和奔驰联手创建的出行平台。FreeNow给了Lyft ...

消息发布后，百度、Lyft美股双双上涨。截至收盘，百度涨1.75%；Lyft涨3.38%，市值超59亿美元（420 亿元人民币）。 公开资料显示，成立于2012年的Lyft总部位于美国旧金山，是美国网约车第二大平台，截至2024年，占 据美国约39%的市场份额。2019年3月，Lyft登陆纳斯达克，成为"全球网约车第一股"。 对于最新合作，百度创始人李彦宏表示："与Lyft合作在欧洲部署无人驾驶出行服务，并率先落地在德 国、英国，是萝卜快跑全球化战略的重要里程碑。我们将携手全球合作伙伴，让无人驾驶出行服务惠及 全球用户。未来，百度将持续深化前沿自动驾驶技术与Lyft平台运营经验的融合，为欧洲用户提供更安 全、绿色、高效的出行服务。" 国内自动驾驶"出海"再迎重要进展！ 8月4日，百度宣布旗下无人驾驶出行服务平台萝卜快跑，将与海外网约车平台Lyft达成战略合作，通过 后者在欧洲提供无人驾驶出行服务。根据双方规划，萝卜快跑的第六代无人车将于2026年率先落地德国 和英国。 今年以来，包括萝卜快跑、文远知行和小马智行等国内多家自动驾驶企业频频发布进军海外市场的最新 动态。 国内方面，近期自动驾驶出行服务（Robot ...

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 智能驾驶下半场 - 千万级自动标注量产泛化 智能驾驶的下半场是千万级4D自动标注量产泛化的主场。 随着智能驾驶的概念渐入大众视野，简单场景的智驾能力已经不再满足日常需求。更高阶的智驾能力，更强 大的泛化性和安全性越来越刚需。端到端、大模型、VLA都对标注数据的质量和数量有了更大的需求。人工标注的效率已经无法满足量产需求，因此4D自动标注的必 要性日益凸显。 某招聘网站上3-5年的云端模型算法工程师薪资已达百万！ 和以往各感知任务单独标注不同，动静态障碍物、OCC的独立标注已经无法满足当下量产数据的要求。端到端数据需要时间同步后的传感器统一标注动静态元素、 OCC和轨迹等等，这样才能保证训练数据的完整性。 面对越来越复杂的标注需求和训练数据需求，自动化4D自动标注的重要性日益凸显。 关于自动标注的进一步详细内容，这里推荐学习平台打造的《自动驾驶4D标注就业小班课》！课程详细介绍了动静态、OCC和端到端自动化标注的全流程以及量产实 际遇到的问题，欢迎扫码加入学习~ 自动标注难在哪里？ 自动驾驶数据闭环中的4D自动 ...

Group 1 - CATL collaborates with Shenzhou Car Rental and others to establish a battery swap ecosystem in the car rental industry, aiming to deploy over 100,000 battery swap vehicles this year [1] - The partnership signifies a deeper commitment to the battery swap model, enhancing user experience and potentially driving growth in the electric vehicle sector [1] - The collaboration is expected to improve charging convenience for electric vehicle users and stimulate technological advancements in the industry [1] Group 2 - Faraday Future (FF) responds to plagiarism allegations regarding its FX Super One model, asserting it was developed in collaboration with Chinese partners [2] - The controversy may impact FF's brand image and market trust, especially given its existing financial and delivery pressures [2] - The incident highlights the importance of intellectual property protection in the domestic electric vehicle industry, potentially prompting companies to focus more on original design [2] Group 3 - Pony.ai launches its Robotaxi service in Shanghai, marking a significant step in the commercialization of autonomous driving [3] - The service operates regularly, enhancing public confidence in autonomous technology and increasing market attention on the company [3] - This development is expected to promote policy support and collaboration within the smart driving industry, benefiting related sectors like high-precision mapping and vehicle networking [3] Group 4 - South Korean battery manufacturers' global market share declines to 16.4%, down 5.4 percentage points year-on-year, despite a 37.3% increase in battery usage for electric and hybrid vehicles [4] - The decline reflects challenges in cost control and technological iteration faced by major South Korean battery firms [4] - Chinese battery manufacturers continue to expand their market share, reinforcing expectations of their dominant position in the global supply chain [4]

Group 1: Shanghai's Explorer Program - Shanghai government aims to attract more companies in biomedicine, artificial intelligence, and integrated circuits to join the "Explorer Program" to enhance basic research and high-quality development [1][5] - The program will focus on urgent scientific issues and support projects that meet significant economic and social needs [1] Group 2: Service Trade Growth - In the first half of 2025, China's service trade reached a total of 38,872.6 billion yuan, marking an 8.0% year-on-year increase [2] - Service exports grew by 15.0% to 16,883 billion yuan, while imports increased by 3.2% to 21,989.6 billion yuan, resulting in a service trade deficit of 5,106.6 billion yuan, which is a reduction of 1,522.1 billion yuan compared to the previous year [2] Group 3: A-share New Accounts - In July 2025, 1.96 million new A-share accounts were opened, representing a 71% year-on-year increase [3] - The monthly new account figures showed fluctuations, with a peak of over 3 million in March 2025, followed by a decline in April due to market volatility [3] Group 4: Public Fund of Funds (FOF) Issuance - The public FOF market experienced a surge, with the first instance of a fund being fully subscribed in one day, raising approximately 2.8 billion yuan [4] - A total of 35 FOF products have been issued this year, accumulating 30.842 billion yuan in total fundraising [4] Group 5: National Debt Issuance - The Ministry of Finance plans to issue the 48th phase of 2025 book-entry discount treasury bonds with a total competitive bidding amount of 60 billion yuan [6] - The bonds will have a maturity of 182 days and will be issued at a discount price determined through competitive bidding [6] Group 6: Machinery and Automotive Industry Growth Plans - The China Machinery Industry Federation announced that the Ministry of Industry and Information Technology will soon release growth stabilization plans for the machinery, automotive, and power equipment industries [8] - The focus will be on enhancing quality supply capabilities and optimizing the development environment for these industries [8] Group 7: Autonomous Driving Services - Xiaoma Zhixing launched a Robotaxi service in Shanghai's Pudong area, operating from 7:30 AM to 9:30 PM on weekdays [10] - The service is accessible via a mobile app and covers key commercial areas and popular subway stations [10] Group 8: Progress in AIDS Vaccine Research - China has made significant progress in AIDS vaccine research, completing the first phase of clinical trials for a vaccine using a modified smallpox virus as a carrier [11] - The study confirmed the vaccine's safety and its ability to induce effective immune responses, laying the groundwork for the second phase of clinical trials [11]

8月4日，禾赛(HSAI)盘中上涨5.39%，截至23:48，报19.74美元/股，成交2511.43万美元，总市值26.15亿 美元。 财务数据显示，截至2025年03月31日，禾赛收入总额5.25亿人民币，同比增长46.27%；归母净利 润-1754.8万人民币，同比增长83.59%。 大事提醒： 8月18日，禾赛将披露2025财年中报（数据来源于纳斯达克官网，预计披露日期为美国当地时间，实际 披露日期以公司公告为准）。 资料显示，禾赛集团是一家在开曼群岛注册成立的境外控股母公司,主要通过其境内实体子公司上海禾 赛科技有限公司运营。其子公司禾赛科技于2014年创立于中国上海,致力于做"机器人的眼睛",是全球自 动驾驶及高级辅助驾驶(ADAS)激光雷达的领军企业。禾赛在光学、机械、电子等激光雷达核心领域有 着卓越的研发能力和深厚的技术积累,在全球范围内拥有数百项专利,其自研芯片、功能安全、主动抗干 扰等技术打破了行业多项记录。禾赛的客户包括全球主流自动驾驶公司和顶级汽车厂商、一级供应商、 机器人公司等。公司累计获得包括小米、美团、博世、百度、光速、高瓴、CPE、启明等机构融资。禾 赛的愿景是通过高性能、高可 ...

8月4日，小马智行(PONY)盘中上涨2.61%，截至22:04，报13.38美元/股，成交1530.4万美元，总市值 47.54亿美元。 资料显示，小马智行股份有限公司是一家在开曼群岛注册成立的境外控股母公司,主要通过其境内实体 子公司广州小马慧行科技有限公司运营。公司的使命是通过人工智能技术给未来交通和出行服务带来革 命性的发展。怀揣这样的梦想,公司以技术为基础,以应用为导向,在中美两国同时布局,落地自动驾驶技 术。 本文源自：金融界 作者：行情君 财务数据显示，截至2025年03月31日，小马智行收入总额1397.9万美元，同比增长11.64%；归母净利 润-4298.8万美元，同比减少108.7%。 大事提醒： 8月12日，小马智行将于(美东)盘前披露2025财年中报（数据来源于纳斯达克官网，预计披露日期为美 国当地时间，实际披露日期以公司公告为准）。 ...