Core Viewpoint - The article discusses the transformative impact of AI on the ride-hailing experience through the introduction of "Xiaodi," a new intelligent assistant by Didi, which allows users to actively choose their ride preferences rather than passively waiting for a match [1][49]. Group 1: Xiaodi's Features - Xiaodi changes the traditional ride-hailing logic by enabling users to specify their preferences, such as vehicle type, air quality, and other personalized requirements [1][20]. - Users can interact with Xiaodi through voice or text to communicate multiple needs, enhancing the customization of their ride experience [20][23]. - The interface of Xiaodi resembles a chatbot, providing a more engaging and interactive experience compared to traditional ride-hailing apps [10][12]. Group 2: User Experience - The article highlights a seamless user experience where Xiaodi not only finds suitable vehicles but also provides detailed information about each option, including model, distance, estimated arrival time, and price [16][18]. - Users can track their ride history and expenses easily, making it particularly beneficial for business travelers [31][32]. - Xiaodi can assist in planning cost-effective travel routes even when not using a ride-hailing service, showcasing its versatility [29][31]. Group 3: MCP Service - Didi has launched the MCP service, allowing developers to integrate Xiaodi's capabilities into their applications, thus broadening the potential for personalized ride-hailing experiences [34][48]. - The MCP service offers different versions (Beta, Pro, Pro+) catering to various user needs, from simple experiences to comprehensive enterprise solutions [46][48]. - The rapid iteration and updates of the MCP service indicate a commitment to enhancing the AI-driven ride-hailing ecosystem [48]. Group 4: Industry Implications - The introduction of AI in ride-hailing not only benefits passengers but also enhances the visibility and earnings of drivers who provide better services [50]. - Didi's extensive experience and technological foundation in the ride-hailing sector enable it to implement AI solutions effectively, setting a precedent for future developments in the industry [51][52]. - The article suggests that as data accumulates, the AI models will become more sophisticated, continuously improving user experiences in ride-hailing [52].

9月26日，滴滴发文宣布公测AI出行助手"小滴Beta v0.8版本"，同步上线面向开发者的MCP服务。该功 能在滴滴派单系统上，通过智能理解用户需求，为用户提供定制化的用车方案。 滴滴表示，用户升级滴滴App至最新版本后，在目的地栏搜索"AI叫车"并输入口令码即可体验。与传统 叫车需先定目的地再选车型的流程不同，"小滴"支持语音、文字双输入，能先"听懂"模糊需求再匹配方 案。 小滴支持语音和文字输入，交互、操作简单。用户只需要对小滴说出需求，例如"明早送家人去机场， 派一辆空间大、服务好的新车" ，"送我母亲去医院，希望车稳一点，尽量宽敞"，小滴便会结合时间、 路况等实时信息，整理出匹配用户需求的最多3个车辆选项，由乘客手动确认后通知司机接驾。 公测期间，滴滴建议乘客尽可能细致地表达自己的需求，比如"希望安静一点""想坐新能源车或油 车""更实惠一些"等等。描述越具体，匹配越精准。小滴也能借此持续学习、不断优化。 此外，除了个性化打车，小滴还可在更为具体和多样的用车场景下为用户提供出行方案：查天气后雨天 提前约车、赶机时规划出发时间并推荐行李友好型车型、优先匹配新能源车支持低碳出行，此外还集成 订单查询、智 ...

每经记者｜赵雯琪 每经编辑｜陈俊杰 每经北京9月26日电（记者赵雯琪）滴滴宣布今日开启公测AI出行助手"小滴Beta v0.8版本"。该功能在 滴滴派单系统上，通过智能理解用户需求，为用户提供定制化的用车方案。记者了解到，小滴支持语音 和文字输入，交互、操作简单。用户对小滴说出需求，例如"明早送家人去机场，派一辆空间大、服务 好的新车""送我母亲去医院，希望车稳一点，尽量宽敞"，小滴便会结合时间、路况等实时信息，整理 出匹配用户需求的最多3个车辆选项，由乘客手动确认后通知司机接驾。 同时，滴滴还同步上线了MCP服务（模型上下文协议）。AI开发者简单配置，即可快速接入滴滴出行 MCP，让自定义的智能体拥有自主规划出行方案、打车、实时查询订单及自动支付的能力，开发者还 可将滴滴MCP与其他领域MCP服务组合，探索更多应用场景。 ...

在近日召开"高德扫街榜"产品发布会上，高德地图对外宣布，其面向出行生活打造的智能体（Agent）"小高老师"单日调用量已达12亿次。 最新数据显示，上线不到一个月，"小高老师"的月活跃用户数已突破4亿，同时它也成为高德连接用户与生活服务的重要载体。目前，高德地图上每 天有1.2亿次生活服务AI搜索，而"小高老师"日均推荐的生活服务类点位超6300万个。 高德地图CEO郭宁表示："我们对地图的理解，正在发生一次根本性的改变。地图不再是一个'你问我答'的工具，而是一个'先于你思考'的伙伴。它将 从用户的手机里'走出来'，成为用户值得信赖的、全场景的出行生活决策助手。同时，它也能将用户的精力从'如何到达'的繁琐中解放出来，真正交 还给生活本身。" 目前，"小高老师"正持续迭代升级。过去一个月，其在行程规划、复杂需求识别和满足等核心能力上取得显著提升。未来，"小高老师"将重点提升自 我反思、异地出游等专项服务能力。 （文章来源：国际金融报） "小高老师"是高德地图于8月初推出的全球首个AI原生地图应用——高德地图2025的核心引擎。在高德地图2025版中，用户通过点击搜索栏里的语音 图标或点击首页下方的"对话"，即可 ...

Core Insights - Haolo's Robotaxi business aims to differentiate itself by creating a multi-layered, accessible Robotaxi operating platform that can adapt to various car manufacturers [1][2] - A new company, Shanghai Zhaofu Intelligent Technology Co., Ltd., was established with a registered capital of 1.288 billion yuan, focusing on L4 autonomous driving technology development and commercialization [1] - The investment from Haolo, Ant Group, and CATL exceeds 3 billion yuan, indicating strong financial backing for the initiative [1] Group 1 - Yolanda emphasizes that the AI era has arrived, and autonomous driving presents significant opportunities in this context [1] - The development of Robotaxi will primarily focus on domestic markets before gradually expanding internationally [1][2] - The L4 level of Robotaxi is considered the pinnacle of autonomous driving, with a clear optimal path emerging as the industry evolves [1] Group 2 - The commercial advancement of Haolo's autonomous driving will occur in two phases, starting with a differentiated competitive strategy [2] - The operating platform will integrate existing Robotaxi partners to provide a seamless user experience and reduce operational costs [2] - Yolanda highlights the importance of high-precision maps and regulatory policies in the development of autonomous driving technology [2]

25Q1业绩超预期兑现： | 投资要点 | | --- | 2030战略启新程，科技生态人文协同： 公司于2025年4月发布2030战略，以"智新境，向远大"为主题，围绕"科技×生态×人文"三维协 同新范式展开，科技是底层引擎，生态是价值放大器，人文是终极目标，让技术回归「为人服 务」的本质。智能化领域，构建了"量产一代、研发一代、储备一代"的矩阵策略，在辅助驾驶 领域，已经具备"硬件平台+软件算法+系统集成"的全栈能力；全球化布局方面采用「走进去、 属地化」战略，利用技术基因+本土化适配模式，更好地服务全球客户，也能够规避地缘风 险。 用户分类以需定品，需求导向引领技术演进： 公司于2025年4月发布《德赛西威AI出行趋势研究报告》，将用户群体分为三大类， AI辅助一 族年龄相对较大持保守渐进态度， AI协同一族对AI技术接受度高， AI共生一族对技术依赖程 度高，对未来发展持乐观态度；技术演进与设计革新方面，通过AR-HUD案例，展现从需求出 发进行技术融合的全新设计力体系，为后续研发提供「需求洞察-技术验证-商业落地」范式； 报告推演出需求驱动下AI-Space六大趋势，全息守护：AI感知。自然调律：捕 ...

德赛西威（002920） 外延内生并驱，走向 AI 时代 2025 年 04 月 29 日 买入（维持） | [Table_EPS] 盈利预测与估值 | 2023A | 2024A | 2025E | 2026E | 2027E | | --- | --- | --- | --- | --- | --- | | 营业总收入（百万元） | 21,908 | 27,618 | 36,938 | 46,173 | 56,469 | | 同比（%） | 46.71 | 26.06 | 33.75 | 25.00 | 22.30 | | 归母净利润（百万元） | 1,547 | 2,005 | 2,756 | 3,670 | 4,710 | | 同比（%） | 30.57 | 29.62 | 37.45 | 33.19 | 28.32 | | EPS-最新摊薄（元/股） | 2.79 | 3.61 | 4.97 | 6.61 | 8.49 | | P/E（现价&最新摊薄） | 37.83 | 29.19 | 21.24 | 15.94 | 12.42 | [Table_Tag] [Table_Summary] 投资要点 ...