特斯拉自动驾驶网约车（Robotaxi）服务有望落地中国？12月28日，该则消息引发广泛关注，记者向特斯拉中国求 证，对方并未予以回应。 证券时报记者梳理发现，该消息源自特斯拉日前发布的招聘信息，其中有一职位关联其Robotaxi项目，从而引发市场猜测，认 为特斯拉正筹备在中国推出Robotaxi服务。 值得一提的是，在今年11月召开的第八届进博会上，特斯拉无人驾驶电动车Cybercab完成亚太首秀。据特斯拉工作人员当时 透露，Cybercab计划在2026年第二季度启动量产，"为适配无人运营场景，Cybercab配备了无线充电技术与机械臂自动清洁功 该则招聘信息透露，上海研发创新中心拟招聘的低压电器工程师，隶属于低压硬件团队。该团队负责设计电路板，这些电路板 控制着特斯拉Robotaxi车辆中所有电气系统中的数百个设备。 特斯拉Robotaxi业务2025年6月在得州奥斯汀开始运营，目前运营车辆采用在售Model Y车型。根据今年11月的信息，特斯拉 已三次拓展运营范围，并预计年底前将在内华达州、佛罗里达州和亚利桑那州开展运营。截至今年11月初，Robotaxi在奥斯 汀累计里程超过40万公里，在加州湾区累 ...

Investment Rating - The report upgrades the investment rating of Baidu Group to "Buy" [2][6] Core Insights - The report emphasizes that Baidu is advancing its AI full-stack construction, with significant growth in its intelligent cloud business, driven by the release of new AI models and chips [5][25] - Baidu's self-developed Kunlun chips are expected to enter a phase of mass production, enhancing its competitive edge in AI computing [5][45] - The Robotaxi business is experiencing substantial growth, with improved profitability and a comprehensive technology system in place [5][58] Financial Data and Earnings Forecast - Revenue projections for Baidu Group from 2025 to 2027 are estimated at 1285 billion, 1331 billion, and 1410 billion RMB, with corresponding growth rates of -3%, 4%, and 6% [4][7] - Non-GAAP net profit is forecasted to be 176 billion, 203 billion, and 220 billion RMB for the same period, reflecting a decline in 2025 followed by recovery [4][7] - The adjusted earnings per share are expected to be 6.31, 7.27, and 7.87 RMB from 2025 to 2027 [4] Intelligent Cloud Business - Baidu's intelligent cloud revenue reached 62 billion RMB in Q3 2025, with a year-on-year growth of 31%, accounting for 37% of Baidu's core revenue [5][32] - The AI cloud infrastructure revenue grew by 33%, while the subscription revenue for AI accelerators surged by 128% [5][28] - Baidu's market share in the AI large model solution market is leading at 16.6%, with strong growth in its AI cloud services [5][37] Kunlun Chip Development - The Kunlun chip series has undergone significant development, with the third generation expected to meet the demands of large-scale AI models [5][45] - The Kunlun chips have been successfully integrated into various industries, including finance and energy, demonstrating their commercial viability [5][53] Robotaxi Business - The Robotaxi platform, "LuoBo Kuaipao," has seen a significant increase in order volume, with over 310 million orders in Q3 2025, reflecting a year-on-year growth of over 200% [5][58] - The business has achieved profitability at the unit level, indicating a successful transition from technology validation to sustainable commercialization [5][58]

Core Insights - Tesla is preparing to launch a dedicated autonomous ride-hailing service (Robotaxi) in China, as indicated by a new job posting in Shanghai [1][6] Group 1: Job Posting Details - Tesla China is urgently recruiting a low-voltage electrical engineer responsible for the circuit board design of autonomous vehicles [3][6] - The job description highlights that the new hire will join the low-voltage hardware team, focusing on developing the core circuit boards, which are likened to the "nervous system" of the autonomous ride-hailing vehicles [6] - Responsibilities include collaboration with multiple teams on printed circuit board (PCB) layout, firmware development, mechanical design, project management, and testing validation [6] Group 2: Market Potential - China, with its densely populated urban clusters and supportive policies in certain cities, presents a significant market opportunity for autonomous ride-hailing services [6] - The potential for this market was hinted at in November when Tesla showcased the Cybercab autonomous model at the 8th China International Import Expo in Shanghai, attracting considerable attention despite no official launch date announced [6]

Core Viewpoint - The article discusses Tesla's Robovan, highlighting its innovative design and potential applications in urban transportation, as well as the significant increase in Elon Musk's net worth due to a court ruling regarding his compensation plan. Group 1: Tesla Robovan Features and Design - The Robovan is designed without a steering wheel or pedals, relying entirely on an autonomous driving system, similar to the Robotaxi [7][12] - It features a unique aesthetic inspired by 1950s art deco, with a painted aluminum exterior and one-way glass for passenger privacy [7][10] - The vehicle has a low ground clearance, adjustable through an automatic load leveling suspension system, enhancing comfort on uneven roads [9] - The interior can accommodate up to 20 passengers, with a layout that includes a central aisle and large display screens for information and entertainment [10][12] - Robovan is positioned as a multifunctional vehicle, suitable for public transport, logistics, and various service applications, including a wheelchair-accessible version [12][13] Group 2: Technical Specifications and Market Position - Although specific specifications are not disclosed, it is anticipated that the Robovan will utilize a dual-motor system and a battery capacity of approximately 200 kWh [14] - The vehicle is expected to have a cost of operation between 5 to 10 cents per mile, significantly lower than traditional public transport [15] - The Robovan is still in the conceptual stage, with production expected to begin no earlier than 2027, following the Robotaxi's launch in 2026 [15] - Pricing for the Robovan is expected to be higher than the Robotaxi, which is projected to be under $30,000, but exact figures are yet to be announced [16] Group 3: Elon Musk's Net Worth Surge - Elon Musk's net worth recently surged to approximately $749 billion, making him the first person in history to exceed $700 billion [19] - This increase is primarily attributed to a Delaware Supreme Court ruling that reinstated his 2018 compensation plan, which had been previously deemed invalid [20][21] - The reinstatement of the compensation plan, originally valued at $56 billion, has now escalated to a value of $139 billion due to rising Tesla stock prices [21]

Group 1 - The first batch of L3-level autonomous vehicles from Deep Blue Automotive officially entered urban roads, marking a significant step in China's autonomous driving technology from regulatory approval to real-world application [1][3] - Deep Blue Automotive has received the first official license plate for L3-level autonomous driving, part of Changan Automobile's "Beidou Tianshu 2.0" plan, with a timeline that includes obtaining L3 road testing qualifications in 2023 and expanding its product lineup by 2025 [3] - The vehicles are equipped with advanced driving assistance systems, including the DEEPAL AD Max, which utilizes a similar end-to-end intelligent driving algorithm as Tesla [3] Group 2 - Deep Blue Automotive successfully completed a financing round of 6.122 billion yuan, aimed at new vehicle research and development, innovation in core technologies for intelligence and electrification, and enhancing global brand strength [4] - The financing included contributions from major stakeholders, with Changan Automobile maintaining a 50.9959% stake, while new shareholders like Chongqing Yufu Holdings and Zhaoyin Financial Asset Investment joined the company [4]

Core Insights - The article discusses how Shenzhou Car Rental is redefining its competitive edge in the car rental industry by leveraging technology and strategic partnerships to create a dynamic moat that enhances its business narrative and market position [1][5][15]. Group 1: Technological Advancements - Shenzhou Car Rental has partnered with Baidu Apollo to launch the world's first mass-market autonomous driving rental product, integrating L4-level autonomous driving technology into its services [2]. - The company is accelerating the implementation of smart travel solutions through fully autonomous and self-service experiences, indicating a strong alignment between technology and user needs [4]. - Shenzhou is exploring low-altitude economy solutions by collaborating with Volant to develop a comprehensive ground and air commuting solution, which includes plans for eVTOL fleet operations [4]. Group 2: Market Positioning and Brand Strategy - The company is shifting from a focus on efficiency to defining travel scenarios, recognizing that user decision-making in the rental market is more complex and requires a deeper understanding of customer needs [6][10]. - Shenzhou's "Shenzhou Mountain and Sea Must Drive" campaign aims to create demand by promoting unique travel experiences that go beyond standard tourism routes, thus expanding the applicability of car rentals [9][10]. - The brand is engaging with various government departments and tourism sectors to integrate travel rental services with cultural tourism, enhancing its market presence [9]. Group 3: Youth Engagement and Brand Identity - Shenzhou Car Rental is adopting a more relatable approach to connect with younger consumers, focusing on shared experiences rather than traditional marketing tactics [11][14]. - The company emphasizes being a "companion" rather than a "spokesperson" for young consumers, aligning its brand with their lifestyle choices and emotional states [14][13]. - By participating in real-life scenarios that resonate with young people's experiences, Shenzhou is effectively shifting its value proposition to become a default choice in their travel decisions [14][15]. Group 4: Strategic Evolution - The company's actions reflect a strategic evolution aimed at maintaining relevance in a rapidly changing market, ensuring it remains a key player as travel modes evolve [15][16]. - Shenzhou's focus on continuous self-renewal and adaptability is crucial for its long-term success, as it seeks to redefine its role in the travel and rental landscape [15][17].

来源：环球网 【环球网科技综合报道】12月28日消息，据BBC报道，特斯拉CEO埃隆·马斯克近日的一则表态引发全 球汽车行业安全争议。他公开表示，将允许用户在使用最新自动驾驶软件时边开车边发信息，这一言论 被安全倡导者怒斥为"纵容违法"，也让特斯拉在自动驾驶领域的安全争议再度升温。 马斯克在回应投资者及社交平台提问时明确称，"本质上会允许用户边开车边发信息，具体取决于周围 交通环境"。这一决定与美英等国禁止开车使用手机的法律直接冲突，毕竟特斯拉的Autopilot和FSD系 统均要求驾驶员全程监控。美国汽车安全中心执行董事迈克尔·布鲁克斯直言，特斯拉此举未能充分把 握技术变革后果，本质是在允许驾驶员违法。 消费者对这一政策的态度两极分化。得州用户杰夫·珀尔曼虽认可软件性能，但坚持驾驶时不玩手机； 而新泽西州车主优素福·卡迈勒则承认会无视警告查看信息，即便曾险些引发事故。更有用户反馈，特 斯拉FSD系统在闪烁黄灯等场景下仍会出现异常，远未达到真正自动驾驶标准。 目前，特斯拉已因自动驾驶系统面临多重压力：加州要求其更改Autopilot名称，美国监管机构就系统缺 陷和驾驶员监控问题展开多项调查，还面临欺诈、设计缺 ...

Group 1 - Tesla has introduced a cleaning fee for its autonomous taxi service, charging passengers up to $150 for severe vehicle damage such as vomiting or smoking [1][3] - A lower cleaning fee of $50 applies for minor messes like spilled fries or dirt that only require simple vacuuming [2][3] - The current autonomous taxi fleet is still largely in a semi-autonomous driving phase, necessitating significant human intervention for cleaning and charging [3] Group 2 - Maintaining cleanliness is crucial for passenger trust in shared mobility products, especially in a service that claims to be fully autonomous [3] - The cleaning fee mechanism automates the accountability process for passengers who cause damage, highlighting the limitations of autonomous technology in addressing human behavior [3]

IT之家 12 月 28 日消息，特斯拉在上海发布一则新招聘启事，明确关联其自动驾驶出租车（Robotaxi）项目，此举引发市场猜测，认为该公司正 筹备在中国推出专属的自动驾驶网约车服务。 招聘信息显示，特斯拉中国目前正在招募一名低压电气工程师，负责公司自动驾驶车辆的电路板设计工作。 IT之家注意到，该招聘信息由行业观察人士 @tslaming 发布于社交平台 X，信息显示特斯拉中国正在紧急招聘该岗位。招聘启事中特别指出，入 职人员将加入低压硬件团队，负责研发自动驾驶出租车的核心电路板，这类电路板相当于自动驾驶出租车的"神经系统"。 根据招聘内容，该岗位的核心工作职责包括与印刷电路板（PCB）布局、固件开发、机械设计、项目管理及测试验证等多个团队协同合作。工作 地点位于上海。 中国拥有人口密集的城市集群，且部分城市出台了配套扶持政策，是自动驾驶出租车极具潜力的庞大市场。 这一态势在 11 月已现端倪：当时特斯拉携 Cybercab 自动驾驶车型亮相第八届中国国际进口博览会（上海），这也是这款双座自动驾驶车型首次 登陆亚太地区。尽管该车型尚未公布在华上市日期，但仍在展会期间吸引了大量关注。 ...

（来源：中国妇女报） 转自：中国妇女报 北京市交管部门介绍，在北京首批上牌的北汽极狐L3级自动驾驶汽车共有3辆，号牌分别为：京 AA0001Z、京AA0733Z、京AA0880Z。车型经过前期系列测试，目前处于有条件的自动驾驶阶段，系 统可在限定条件下执行动态驾驶任务，实现高速公路和城市快速路单车道内最高时速80公里的自动驾驶 功能。负责人强调，尽管可实现限定道路的自动驾驶功能，但仍需驾驶人坐在驾驶位驾车，并作为紧急 情况下接管车辆控制的后援。 据悉，目前"有条件的自动驾驶"功能仅限在北京市京台高速（大兴区旧宫新桥—机场北线高速）、机场 北线高速（大渠南桥—大兴机场高速）及大兴机场高速（南六环—机场北线高速）路段开启。在其他道 路或区域，该功能将被系统强制关闭。 近日，首批L3级高速公路自动驾驶车辆专用号牌由北京市公安局交通管理局正式发放。 ...