扫码可订阅产业日报 欢迎加入 睿兽分析会员 ，解锁 AI、汽车、智能制造 等相关 行业日报、图谱和报告 等。 1.【长安汽车公布整车空气动力学性能优化专利】天眼查App显示，10月10日，重庆长安汽车股份有 限公司申请的"整车空气动力学性能优化方法、装置、计算机设备及介质"专利公布。摘要显示，本发 明涉及计算机辅助工程仿真技术领域，该方法包括：基于空气动力学理论建立整车周围流场的控制方 程，并转换为以网格点压力或速度为变量的线性方程组；获取线性方程组的系数矩阵；将系数矩阵分 解为主对角占优的第一矩阵和一组秩为1的第二矩阵之和；将线性方程组的系数矩阵替换为第一矩阵 后进行迭代求解，得到网格点压力或速度的预估解；对预估解进行递推校正，得到网格点压力或速度 的校正解，以对整车进行空气动力学性能优化。（界面新闻） 2. 【焕新极氪001正式上市，全系升级900V高压架构】焕新极氪001正式上市，官方零售价为26.98 万元起。在延续经典猎装造型的同时，对三电、底盘、安全、辅助驾驶、智能座舱及豪华舒适体验进 行了焕新升级，其中全系升级900V高压架构，10%至80%电量补充仅需7分钟。零百加速2秒，标配 CCD电磁减振 ...

10月11日，记者从滴滴自动驾驶获悉，公司获得D轮融资，融资总额20亿元。 "未来1至2年，自动驾驶出租车赛道预计将有更多前装量产的车辆落地；2026至2027年，自动驾驶出租车硬件体系将逐步成熟；2027至2028年，自动驾驶 出租车软件系统将'准备就绪'。"辰韬资本执行总经理张嘉祺在接受上海证券报记者采访时表示。 新一代前装自动驾驶车计划于2025年底交付 作为中国出行平台龙头，滴滴早就展露了在自动驾驶方面的决心。 2016年，滴滴组建了自动驾驶研发部门。2019年，滴滴宣布将自动驾驶部门升级为独立公司，专注于自动驾驶研发、产品应用及相关业务拓展。 投资方包括中关村科学城科技成长基金、北京信息产业发展投资基金、北京市人工智能产业投资基金、广汽集团、广州广花基金及滴滴。 据悉，本次融资资金将用于加大AI研发投入、推动L4级自动驾驶应用落地。 目前，自动驾驶赛道火热。享道出行、如祺出行等出行平台加速布局L4级自动驾驶领域，地平线、哈啰等企业也进军自动驾驶出租车（Robotaxi）赛道， 滴滴自动驾驶新一代前装自动驾驶车将于2025年底交付。 目前，滴滴自动驾驶已取得北京、上海、苏州、合肥、广州等城市自动驾驶公 ...

据悉，广汽集团、广州国资是从2021年就开始一路支持滴滴自动驾驶的老股东，北京市背景的资本，则 是这次新加入的股东。 在乘用车领域，滴滴自动驾驶已在北京、广州开启全场景全无人测试，无人车可稳定应对早晚高峰、骤 雨等复杂场景，与广汽埃安联合打造的前装量产车型计划 2025 年底交付并启动示范应用。 滴滴联合创始人、滴滴自动驾驶CEO张博表示，L4自动驾驶技术是下个十年人工智能时代最重要的技 术变革之一，将大幅提升出行安全、效率与体验。滴滴自动驾驶在AI、量产及运营三个关键领域上已 有近十年的积累，将始终坚持负责任的科技创新，在积极探索新型就业空间的同时，稳步推进自动驾驶 发展，为智能网联产业发展贡献力量。 10月11日，滴滴自动驾驶宣布获得D轮融资，融资总额20亿元。投资方包括中关村科学城科技成长基 金、北京信息产业发展投资基金、北京市人工智能产业投资基金、广汽集团、广州广花基金及滴滴。 据悉，滴滴自动驾驶本轮资金将重点投入AI核心算法研发与L4级自动驾驶应用落地，推动滴滴自动驾 驶在技术创新、规模化运营及商业化闭环等方面的进一步突破。 ...

虎嗅注 在L4级自动驾驶的宏大叙事里，Robotaxi一度是皇冠上最耀眼的明珠。无数资本与人才涌入 其中，试图攻克"载人"这个终极场景。然而，技术的瓶颈、商业化的缓慢、相关风险的影 响，使得这条路进程缓慢。 或许在意料之外，无人配送这条"载物"的土路，被跑了出来。在撞开商业化的大门之后，吸 引了众多资本与企业的下场。 这波风口的背后，真正的游戏规则是什么？水面之下，又存在何等暗流漩涡？ 2025年9月，浙江桐庐生产基地内，新石器无人车第10000台整车正式下线。这一里程碑事件不仅让 新石器公司振奋，更标志着无人配送车行业迈入一个关键新阶段——AI技术实现大规模应用、有效 商业模式落地，成为L4级自动驾驶及具身智能领域中，首个达成大规模商业化且实现正向盈利的赛 道。 风口之下，行业吸引力持续攀升。仅在刚刚过去的9月，德赛西威、佑驾创新两家上市公司便先后发 布新品，正式进军无人配送车市场；更有消息称，多家实力更强的企业正"厉兵秣马"，计划入局分食 市场红利。不过，以国内新能源汽车十余年发展历程来看，"赛道热"不代表"全员赢"，多数玩家或沦 为"陪跑者"，而企业能否立足，核心比拼的仍是产业"认知"和洞察。 题图｜视 ...

Group 1 - The core viewpoint is that with technological advancements, cost reductions, and policy openness, Robotaxi is expected to enter a rapid popularization phase in the next three years, and the company has plans to complete the full-chain layout for Robotaxi within 18 months [1] - The company is accelerating the development of L4 autonomous driving solutions and collaborating with Geely to develop dedicated Robotaxi models, as well as partnering with leading domestic and international mobility service providers to create a Robotaxi operation service platform [1] - The company aims to achieve large-scale Robotaxi operations in 10 cities globally, deploying over 1,000 Robotaxis in a single city to secure a foothold in the industry [1] Group 2 - The issuance of the first batch of intelligent connected vehicle demonstration operation licenses in Shanghai marks a critical turning point for autonomous driving from "road testing" to "scale operation," significantly promoting the commercialization of L4 autonomous driving technology [2] - Analysts believe that this marks the official commercialization stage of Robotaxi, and if other cities and countries follow suit with similar policies, it could trigger a significant commercial breakthrough for L4 autonomous driving [2] - The company has made steady progress in its technology business sector since initiating an "AI+" strategic transformation last year, completing a comprehensive business layout in a short period [2] Group 3 - The company, formerly known as Chongqing Lifan Technology, underwent bankruptcy restructuring in 2020 and was transformed under Geely's leadership, achieving absolute control over Lifan Technology in 2022 [3] - In July 2024, Geely will transfer 19.91% of Lifan Technology's shares to a company owned by the co-founder of Megvii Technology, making it the second-largest shareholder [3] - On September 25, the company announced that Mercedes-Benz (Shanghai) Digital Technology Co., Ltd. acquired 3% of its shares for approximately 1.339 billion yuan, becoming the fifth-largest shareholder, with a commitment not to reduce holdings within 12 months [3]

Core Insights - Snian Intelligent Driving has completed a B+ financing round of several hundred million yuan, with investments from various funds and industry capital, aimed at R&D and market expansion for autonomous driving products [1] - The company, established in April 2020, focuses on autonomous driving technology for logistics scenarios, providing intelligent driving solutions for ports, parks, and trunk lines [1] - By 2025, Snian Intelligent Driving has achieved significant business breakthroughs in multiple fields, particularly in L4 closed scenarios, collaborating with over 20 major ports and holding a leading market share [1][2] Group 1 - Snian Intelligent Driving has built the first automated terminal for general cargo in China, the first full-process intelligent transformation project for traditional terminals, and the first demonstration area for autonomous driving in mixed-mode railway stations [2] - The company’s solutions are widely applied in leading enterprises such as PetroChina, Ningbo Port, Qingdao Port, Xiamen Port, Sun Paper, and Xinjiang Land Port [2] Group 2 - L4 open scenarios represent a new business breakthrough for Snian Intelligent Driving, which has established a large-scale trunk logistics fleet with nearly 100 vehicles deployed in regions like Baotou, Tianjin Dongjiang, and Yongjin Expressway [3] - The core challenge in open scenarios is managing highly uncertain traffic environments, requiring advanced perception algorithms and decision-making systems [3] - The transition from low-speed closed scenarios to high-speed open scenarios is underway, with significant acceleration in the commercialization process [3] - Following this financing round, the company aims to enhance growth and profitability by focusing on developing better autonomous driving systems, accelerating the adaptation of customized and self-developed chassis, and promoting large-scale production [3]

近四年内，规模最大的中概股回港IPO，谁也没想到是三个85后创始人带队实现的。 中国激光雷达第一股禾赛科技，通过秘密递表的方式登录港交所，已完成"美股+港股"的双重上市。 上市首日即大涨，盘中股价一度冲高到244港元，较发行价涨超14%，市值冲破350亿港元。 上市前，禾赛已获得六家基石投资人认购，以高瓴旗下HHLR为首，合计认购了超11亿港元。 背后的3位85后联合创始人，身价也水涨船高，齐齐突破了20亿元。 禾赛秘密递表上市，首日大涨超14% 激光雷达龙头禾赛科技，在港交所正式挂牌上市。 在激光雷达行业中，禾赛是全球第一家在"港股+美股"双重主要上市（在两个或多个市场都享有第一上市地位，不存在主次之分）的公司。 公司IPO共发售1955万股，最终发售价定为每股212.80港元（约194.5元），募资总额约41.6亿港元（约38亿元）。 | 公司資料 | | | --- | --- | | 股份代號 | 2525 | | 股份簡稱 | HESAI-W | | 開始買賣日 | 2025年9月16日* | | -- Montal Antoney - and Call College | | | 價值資料 | | ...

小马智行9月26日宣布获得迪拜自动驾驶路测许可，标志着公司向中东地区阿联酋迪拜推出Robotaxi服 务迈出关键一步。小马智行首批Robotaxi车辆已在迪拜启动公开路测，为2026年实现全无人驾驶商业化 服务打下基础。 9月24日—25日，小马智行在2025迪拜世界自动驾驶交通大会(Dubai World Congress for Self-Driving Transport)上，对外展示将在迪拜投放的Robotaxi车辆以及商业化验证的L4自动驾驶方案，这是小马智行 首次面向迪拜公众展示L4级自动驾驶"中国方案"。 小马智行创始人、CEO彭军表示："迪拜拥有完善的交通基础设施、有利的政策环境，公众对新技术接 受度高，这让我们对在当地规模化落地自动驾驶技术充满信心。" 今年5月，小马智行与迪拜道路交通管局(RTA)宣布达成战略合作，并于7月在迪拜举行Robotaxi发布仪 式。双方合作聚焦于推进Robotaxi在迪拜商业化落地，将L4自动驾驶技术融入当地交通网络，助力迪拜 2030年城市交通的变革目标。 2025年是小马智行Robotaxi业务实现商业落地的关键年。随着L4级自动驾驶技术在无人化方面成熟和量 ...

Core Insights - The stock performance of Robotaxi companies has been impressive, with significant increases in share prices for major players like Pony.ai, WeRide, and Baidu's Apollo Go in September 2023 [1] Company Developments - Pony.ai has entered the Singapore market, partnering with ComfortDelGro to launch autonomous ride-hailing services pending regulatory approval, marking a significant step in its international expansion [2] - In Q2 2025, Pony.ai reported total revenue of 154 million yuan, a year-on-year increase of 75.9%, with Robotaxi business revenue growing by 157.8% and passenger fare revenue increasing by over 300% [2] - WeRide announced that its Robobus received Belgium's first federal-level L4 autonomous driving test license, expanding its operational footprint to seven countries [2] - WeRide's Q2 revenue was 127 million yuan, up 60.8%, with Robotaxi revenue soaring by 836.7%, now accounting for 36.1% of total revenue [2] - Baidu's Apollo Go provided over 2.2 million rides globally in Q2, a 148% increase year-on-year, and has formed strategic partnerships with Uber and Lyft to expand its service offerings [3] Industry Trends - The Robotaxi sector is experiencing a critical transition from technology validation to large-scale commercial operations, driven by improved operational data and reduced costs [1][4] - The cost of Robotaxi hardware is significantly decreasing, which is accelerating the commercialization process, with projections indicating that by 2026, the cost per kilometer for Robotaxis will be comparable to traditional taxis [4] - There is a strong willingness to pay among Robotaxi customers in high-income markets, while in China, customers remain price-sensitive, viewing Robotaxis as alternatives to traditional ride-hailing services [4] Challenges - Safety and trust issues remain the biggest challenges for the large-scale deployment of Robotaxis, particularly following traffic accidents that have raised concerns about the reliability of L2 driving assistance technologies [5] - Experts have noted that while end-to-end architectures show potential in L2 scenarios, they are not yet suitable for the higher safety requirements of L4 autonomous driving [5]

Core Viewpoint - Windrose Technology, founded by Han Wen, is rapidly challenging global heavy truck giants with its innovative electric heavy trucks, emphasizing a unique approach to design and technology that sets it apart from traditional competitors [3][11][36]. Group 1: Company Overview - Company Name: Shanghai Windrose Automotive Technology Co., Ltd [2] - Founder: Han Wen, born in 1990, with a background in AI and autonomous driving investments [4]. - Product/Service: New energy heavy trucks, specifically electric models [4]. Group 2: Product Features - Windrose's electric heavy truck boasts a range of 670 kilometers and can recharge 400 kilometers in just 35 minutes, achieving an energy consumption rate of 1.0 kWh/km [3][21]. - The R700 model features an innovative design with a unique "truss + side beam" chassis, allowing for significant weight reduction and improved stability [18]. - The truck's aerodynamic design achieves a drag coefficient of 0.2755, which is currently unmatched by competitors [19]. Group 3: Market Positioning - Windrose aims to position itself as a global leader in the electric heavy truck market, directly competing with established brands like Tesla, Mercedes, and Volvo [6][25]. - The company has secured multiple certifications across 17 countries, enabling it to operate legally on roads worldwide [6]. Group 4: Financial and Investment Highlights - Windrose has successfully raised significant funding, including $200 million in a Pre-IPO round led by SEPIM [7]. - The company is targeting a sales goal of 10,000 units annually within three years, aiming to penetrate the top ten logistics companies globally [34]. Group 5: Strategic Vision - Han Wen emphasizes a "pure positive development" approach, focusing on creating a new architecture for electric heavy trucks without the constraints of traditional fuel vehicles [11][32]. - The company is committed to high-efficiency charging solutions, rejecting battery swap models in favor of its megawatt-level fast charging technology [23]. Group 6: Future Outlook - Windrose is preparing for an IPO, potentially listing first in the US before a secondary offering in Belgium, with expectations of significant revenue growth and profitability [32]. - The company aims to lead the transition to a new era of heavy trucks, focusing on electric platforms and integrated solutions for logistics [36].