当地时间7月28日，特斯拉CEO埃隆·马斯克在X社交平台发布一则重要消息：三星电子将在其位于美国得克萨斯州的新工厂生产用于特斯拉自动驾驶 汽车的下一代AI芯片。 这项价值165亿美元的协议，对三星电子和特斯拉来说，远不止是一笔交易那样简单。 按照马斯克透露出的消息，特斯拉与三星电子的合作也将集中在新一代AI6芯片的生产上。 马斯克开玩笑称，这座工厂离他家很近，因此他将亲自监督进展，以确保生产效率最大化。他还在推文中强调，165亿美元只是这笔交易的"最低限 度"，实际的产出可能会高出几倍。 分析认为，AI6芯片将成为特斯拉全自动驾驶系统的核心，预计还将推动类人机器人技术的发展，并在AI模型训练中发挥重要作用。 值得注意的是，该笔交易是三星集团会长李在镕被免除所有未决法律指控后的首份重大合同。媒体报道指出，这份持续至2033年底的大单，不仅标志 着三星在激烈的代工竞争中取得重要突破，也为三星提供了在AI芯片制造领域重新证明自己的重要机会。 交易消息公布后，三星电子的股价上涨了6.8%，创下自去年9月以来的最高水平。特斯拉的股价在盘前交易中也上涨了1.9%。 公开信息显示，三星电子的新工厂位于得克萨斯州泰勒市，距离 ...

Core Insights - The article highlights the significant expansion of autonomous taxi services in Shanghai, with companies like Pony.ai, WeRide, and Baidu Apollo Go receiving operational licenses for key urban areas [1][2] - Since going public in the US, Pony.ai's stock has risen by 16%, while WeRide's market value has decreased by approximately one-third, indicating a divergence in investor sentiment [1][4] - The competition in the autonomous taxi sector is intensifying, with both companies racing to commercialize their core businesses before depleting their funds [1][5] Expansion of Services - The recent expansion allows autonomous taxi services to operate in the core areas of Huamu and Jinqiao, significantly increasing the service radius to within 3 kilometers of the Lujiazui financial district [2] - This move enhances the operational footprint of Pony.ai, WeRide, and Baidu Apollo Go across major cities like Beijing, Shanghai, Guangzhou, and Shenzhen [2] Business Development Strategies - Both Pony.ai and WeRide are actively disclosing business progress to maintain investor confidence, with WeRide releasing 27 announcements this year and Pony.ai 17 [4] - Despite their similar business models, the stock performance of the two companies has diverged significantly since their respective IPOs [4][5] Financial Performance - In Q1, Pony.ai reported revenues of $14 million, a 12% increase from the previous year, while WeRide's revenue was approximately $1.01 million, growing only 1.6% [5] - The revenue from autonomous taxi services for Pony.ai surged from $576,000 to $1.73 million, marking a twofold increase, while WeRide's taxi service revenue reached approximately $225,000, also doubling but from a lower base [5] Fleet Size and Market Position - As of March, WeRide operated 1,200 vehicles, while Pony.ai expects to have 1,000 vehicles by year-end, indicating a competitive fleet size [6] - Uber has adopted a dual investment strategy, investing $100 million in WeRide while also exploring potential acquisition of Pony.ai's US subsidiary, reflecting its interest in the Chinese market [6] Financial Health - Both companies are currently operating at a loss, with Pony.ai reporting a net loss of $37.4 million in Q1 but holding $739 million in cash and liquid investments, sufficient for 20 years of operation at the current loss rate [7] - WeRide reported a quarterly loss of approximately $5.5 million, with cash reserves of about $6.5 billion, enough to cover over 11 years of losses [7]

Core Viewpoint - Zero One Automotive has successfully completed a 500 million RMB Series A financing round, revitalizing the recent sluggish financing market in the new energy sector [1] Company Overview - Founded in 2022, Zero One Automotive specializes in end-to-end autonomous driving software and hardware technology, as well as self-developed new energy intelligent heavy truck technology [4] - The company has launched multiple targeted derivative models based on market demands, optimizing performance and reducing operating costs [4] - Zero One has delivered nearly 700 units of its two models, with a total operating mileage exceeding 25 million kilometers, positioning itself among the leaders in the new energy heavy truck sector [4] Recent Developments - The company has seen a high repurchase rate of 70% for its products in regions like Henan and Hebei, indicating strong market recognition for its product quality and customer service [4] - Zero One Automotive achieved second place in the prestigious CVPR competition, showcasing its pure vision solution against 141 global teams [5] - The company is advancing the industry's first end-to-end and multi-modal large model autonomous driving technology, aiming for simplified systems and higher performance [5] Future Outlook - Investors express confidence in Zero One's potential in the trillion-yuan market of new energy trucks and autonomous driving, with expectations to close the sales gap with traditional heavy truck manufacturers by the end of the year [7] - The company aims to progressively commercialize high-level autonomous driving by starting with minimal commercial scenarios and gradually expanding [5][7]

中海达（300177.SZ）7月29日在投资者互动平台表示，目前公司车载端产品已定点应用在小鹏、上汽、 长城、吉利、东风和一汽等汽车制造企业的多款量产新车型。 每经AI快讯，有投资者在投资者互动平台提问：请问公司的高精度卫星导航技术在哪些汽车品牌的自 动驾驶应用？ （文章来源：每日经济新闻） ...

Core Insights - Tesla's latest Full Self-Driving (FSD) update reveals a tenfold increase in software parameters, integrating experiences from Robotaxi testing to enhance performance [1][4] - The AI5 hardware design is complete, with production assigned to TSMC, while the AI6 production will be handled by Samsung, indicating a rapid advancement in Tesla's autonomous driving technology [6][7] Group 1: FSD Developments - The new FSD version will allow drivers to have longer periods without needing to look at the road, although it does not imply a shift to Level 3 autonomy [3] - The parameter increase for the FSD is significantly larger than previously mentioned, moving from a 4.5 times increase to a tenfold expansion, necessitating adjustments to existing hardware [4][6] Group 2: Hardware Advancements - AI5 is expected to have ten times the computing power of the current HW4.0, with estimates suggesting it could exceed 3000 TOPS, comparable to three high-performance chips [6] - The collaboration with Samsung for AI6 production is valued at approximately 118.5 billion RMB, with plans for a new factory in Texas to enhance production efficiency [7] Group 3: Strategic Implications - There are two prevailing theories regarding the relationship between AI5 and AI6: one suggests AI5 may serve as a transitional chip, while the other posits that both will be used simultaneously in Tesla's vehicles [9] - The dual approach of utilizing different computing platforms reflects Tesla's strategy to cater to varying business models for passenger vehicles and Robotaxis, indicating a potential evolution in software algorithms [9][11]

Domestic News - The Ministry of Industry and Information Technology (MIIT) aims to consolidate the results of comprehensive rectification in the "involution" competition within the new energy vehicle industry, enhancing governance modernization and pushing for the exit of outdated production capacity through standards [4] - In the first half of the year, China completed a transportation fixed asset investment of 1.6 trillion yuan, with investments in railways, highways, waterways, and civil aviation amounting to 355.9 billion yuan, 1.1 trillion yuan, 109.3 billion yuan, and 53.1 billion yuan respectively, indicating stable economic operation in the industry [5] - Shanghai plans to achieve full-area opening for autonomous driving testing in the Pudong New Area by the end of the year, expanding the open areas for autonomous driving [6] - China Changan Automobile Group Co., Ltd. was established in Chongqing, focusing on smart vehicles, flying cars, and exploring a new ecosystem for multi-modal transportation [8] - WeRide, an autonomous driving technology company, has obtained the first autonomous driving license in Saudi Arabia, allowing it to deploy Robotaxi services nationwide [9] - The 2025 World Intelligent Connected Vehicles Conference will be held in Beijing from October 16 to 18, focusing on the development of the intelligent connected vehicle industry [10] - The China Association of Automobile Manufacturers organized a seminar on building a unified automobile market, emphasizing the digitalization of the entire automobile consumption process [11][12] - Autoliv's new technology research and development center in Wuhan is set to begin operations in the third quarter of 2026, enhancing the company's innovation capabilities in automotive safety systems [13] Foreign News - South Korea's cumulative registration of eco-friendly vehicles has surpassed 3 million for the first time, driven by the demand for hybrid and electric vehicles [15] - In June, the Philippines saw a 3.6% year-on-year increase in automobile sales, with total sales reaching 40,483 vehicles [16] - Volkswagen Group invested $131 million in QuantumScape to support the construction of a solid-state battery pilot production line in California, aiming for mass production capabilities [17][18] - VinFast, a Vietnamese electric vehicle manufacturer, opened its first showroom in India, planning to establish a nationwide charging and after-sales service network [19] Commercial Vehicles - Geely's remote X-VAN model was launched at a price of 269,900 yuan, featuring a versatile interior design and advanced functionalities [20][21] - Jiangling Motors is set to re-enter the South African market, planning to launch two models later this year [22] - Foton's new small truck, the Kavian Ledi, was officially released, targeting the new energy logistics market [23] - SAIC Maxus will launch the 2026 Star Series on August 7, with updates including more affordable options and a new SUV version [24]

Industry Information - The Ministry of Transport reports that the coverage rate of charging piles in highway service areas has reached 98.4%, with an average daily traffic of new energy vehicles accounting for about 20% [7] - Hunan province has made significant progress in building high-power charging facilities, with 4,693 public fast charging piles constructed in the first half of the year, achieving 93.8% of the annual target [7] - Toyota's subsidiary plans to invest 3.7 billion yuan to build a factory in Dalian, which will produce batteries for pure electric vehicles [8] - Honeycomb Energy plans to trial production of semi-solid batteries in Q4 of this year, with mass supply expected by 2027 [8] - The automotive industry is seeing a rise in electric vehicle exports, with Guangzhou exporting 90,000 vehicles in the first half of the year, a year-on-year increase of 28.4% [15] - In Norway, electric vehicles account for 97% of new car sales, with Chinese brands holding a market share of 12.3% [15] - The first international standard in the field of photovoltaic direct current has been released, which will guide the development of distributed photovoltaic systems [36] Policy Information - The Ministry of Transport has implemented measures to enhance the management of "smart driving" systems, emphasizing that they are not fully autonomous and will strengthen regulations to prevent false advertising by car manufacturers [13][14] - The Ministry of Science and Technology has published ethical guidelines for the research and development of automated driving technologies to mitigate ethical risks [35] - Guangdong and Anhui provinces are implementing measures to promote healthy competition in the automotive industry, encouraging companies to focus on quality and innovation rather than price wars [34] Company Information - BYD has produced its 13 millionth new energy vehicle, with the model being the Yangwang U7 [6] - NIO has announced the completion of its 10000th delivery of its pure electric vehicle, the Firefly [6] - Xpeng Motors has launched its first overseas manufacturing base, with the first locally produced X9 delivered in Indonesia [6] - Tesla has delivered over 8 million electric vehicles globally, with its Shanghai Gigafactory supporting market expansion [6] - Xiaomi is developing a home DC charging pile with a power output exceeding 7kW [6] - Li Auto has achieved cumulative deliveries of over 300,000 units for its L6 model [6]

（原标题：美股异动｜文远知行盘前涨超1.6% 获沙特阿拉伯首张自动驾驶牌照） 文远知行(WRD.US)盘前涨超1.6%，报10.42美元。消息面上，文远知行宣布旗下Robotaxi获得沙特阿拉 伯首张自动驾驶牌照。凭借该牌照，文远知行获准在沙特开展自动驾驶运营，并可在沙特全国范围内部 署Robotaxi服务。首期，文远知行携手Uber及当地合作伙伴AiDriver在利雅得开展试点运营。由此，文 远知行成为全球唯一一家旗下产品拥有六国自动驾驶牌照的科技公司，涵盖沙特、中国、阿联酋、新加 坡、法国和美国。(格隆汇) ...

做了一些求职的视频教程，放到求职星球里面了...... 从行业、岗位和工作内容的角度为大家剖析，应该怎么选，什么样子的最适合自己。 更多内容欢迎加入我们的求职星球了解，一个转为自动驾驶、机器人和大模型求职打造的社区。 AutoRobo知识星球 这是一个给自动驾驶、具身智能、机器人方向同学求职交流的地方，目前近1000名成员了，成员范围包含已经 工作的社招同学，如智元机器人、宇树科技、地瓜机器人、地平线、理想汽车、华为、小米汽车、momenta、元 戎启行等公司。同时也包含2024年秋招、2025年秋招的小伙伴，方向涉及自动驾驶与具身智能绝大领域。 星球内部有哪些内容？这一点结合我们已有的优势，给大家汇总了面试题目、面经、行业研报、谈薪技巧、还有 各类内推公司、简历优化建议服务。 招聘信息 星球内部日常为大家分享已有的算法、开发、产品等岗位，基本都是公司第一时间分享给我们的！涉及校招、社 招、实习等岗位。 面试一百问 刚上传了几个嘉宾录制的求职类视频课程，主要关于小厂、大厂面试，秋招的校招如何准备、公司选择等主要问 题，以及大模型、自动标注、端到端一些岗位的介绍和分析。 AutoRobo内部为大家汇总了自动驾驶 ...

Core Viewpoint - The article emphasizes the need for serious evaluation in the automotive industry, particularly regarding autonomous driving technologies, contrasting it with the more superficial engagement seen in fan culture [1]. Group 1: Testing and Results - A large-scale test conducted by Dongche Di evaluated over 40 models from popular brands, including Tesla, in various high-risk driving scenarios [3][5]. - None of the tested vehicles achieved zero errors in both highway and urban scenarios, with a significant performance gap observed between domestic brands and Tesla [5][10]. - Tesla's Model 3 and Model X achieved the highest scores, passing 5 out of 6 scenarios, while many domestic models failed to pass any [5][10]. Group 2: Industry Reactions - The test results sparked significant public discourse, with terms like "domestic autonomous driving collective failure" trending, yet the automotive industry largely remained silent or suggested setting national standards [10][11]. - The official endorsement of the test by entities like CCTV and the Ministry of Public Security added weight to the findings, emphasizing that current systems do not possess true "autonomous driving" capabilities [13][15]. Group 3: Testing Methodology and Concerns - The test included extreme scenarios such as "disappearing front vehicles" and "nighttime construction zone avoidance," with only 14% success in the former [17][19]. - Critics raised concerns about the variability in testing conditions, questioning the fairness of comparisons between different models [22][24]. - The article suggests that the testing methodology, while revealing industry weaknesses, may not fully represent the stability of the systems under real-world conditions [24][25]. Group 4: Future Standards and Regulations - The article discusses the potential for new industry standards, such as "failure backup capability," to be established, which could address the shortcomings revealed in the tests [26][30]. - The C-NCAP plans to introduce new evaluation criteria by 2025, focusing on sensor effectiveness and system decision-making resilience [26]. Group 5: Public Perception and Media Influence - The article highlights the emotional responses from consumers and the media's role in shaping perceptions of brands like Tesla and domestic manufacturers [27][29]. - It suggests that the competitive nature of testing and the resulting media coverage can lead to polarized opinions and misunderstandings among consumers [27][39]. Group 6: Conclusion and Recommendations - The article advocates for more rigorous and transparent testing practices in the automotive industry to foster genuine improvements and consumer trust [40][41].