Core Points - WeRide has received Belgium's first federal test permit for a Level 4 autonomous shuttle, making it the only technology company globally with autonomous driving permits in seven countries [1][8] - The Robobus will undergo testing on an 8km route in Leuven, in partnership with local transport operators and authorities [2][4] - The testing will include a safety officer onboard and is expected to begin in the coming weeks, with a pilot service planned from mid-November to January 2026 [3][4] Company Overview - WeRide is a global leader in autonomous driving technology and the first publicly traded Robotaxi company, with operations in over 30 cities across 11 countries [7][8] - The company has rapidly expanded its operations in Europe, recently launching Robotaxis in Switzerland and obtaining permits for public road testing in France [6][8] - WeRide's autonomous vehicles are designed to address various transportation needs, ranging from Level 2 to Level 4 capabilities [8]

Core Viewpoint - The partnership between Lyft and Waymo marks a significant trend in the industry, focusing on the integration of autonomous driving technology with ride-hailing services, aiming to enhance operational efficiency and reduce costs [2][4]. Group 1: New Model Implications - Lyft's Flexdrive subsidiary will manage all aspects of vehicle operations, including energy supply, maintenance, and scheduling, to maximize the efficiency of Waymo's autonomous vehicles while minimizing operational costs [3]. - Initially, passengers will use the Waymo app to request rides, but as the partnership develops, these autonomous vehicles will seamlessly integrate with the Lyft platform, creating a more efficient ride-hailing network [4]. Group 2: Operational Efficiency and Cost Reduction - Lyft's user data will help optimize routes for Waymo's vehicles, avoiding congested areas and improving travel efficiency, while Waymo will collect road data to enhance its technology [6]. - The collaboration is expected to increase the average daily operational hours of Waymo vehicles from 12 to 18 hours, with a projected 40% increase in daily service orders per vehicle [6]. - The unit cost per mile is anticipated to decrease by 35%, facilitating the broader adoption of autonomous vehicles in more cities [7]. Group 3: Competitive Landscape Transformation - The partnership signifies a shift from a "self-research and self-build" model to an open ecosystem, allowing companies to leverage each other's strengths and reduce resource waste [8][9]. - This collaboration is expected to accelerate the commercialization timeline of autonomous driving by 2-3 years, with overall R&D costs potentially decreasing by 40% [10]. Group 4: Future Trends and Industry Impact - The alliance embodies the "Mobility as a Service" (MaaS) concept, integrating technology and application layers to reshape the interaction between people, vehicles, and urban infrastructure [11]. - The partnership is set to drive the industry towards a new era of "unmanned mobility and intelligent services," creating a new growth blueprint for the global transportation sector [11].

Core Insights - Nvidia, a U.S. chip designer, has signed a letter of intent for a potential $500 million investment in the upcoming funding round for Wayve, a British autonomous driving technology company [1] Company Summary - Nvidia is actively seeking to expand its investment in the autonomous driving sector through a significant financial commitment [1] - Wayve is positioned as a key player in the autonomous driving technology space, indicating its potential for growth and innovation [1]

Group 1: Ark Invest's Trades - Ark Invest sold shares of Tempus AI Inc and purchased shares of Brera Holdings PLC, Pony AI Inc, and Baidu Inc, indicating a strategic focus on the tech and AI sectors [1] - The acquisition of Brera Holdings involved purchasing 6,500,001 shares across multiple ETFs, including ARK Innovation ETF, Ark Fintech Innovation ETF, and ARK Next Generation Internet ETF [2] - The total value of Brera Holdings shares acquired by Ark Invest is approximately $161.85 million, with the stock closing at $24.90, reflecting a 225.49% increase [3] Group 2: Brera Holdings and Solmate - Brera Holdings will rebrand as Solmate, focusing on becoming a Solana-based digital asset treasury and crypto infrastructure company, following a $300 million investment [4] - Solmate aims to accumulate and stake Solana, deploying advanced validator infrastructure in the UAE, and will continue operating Brera's multi-club sports ownership business [5] Group 3: Tempus AI Trade - Ark Invest offloaded 43,157 shares of Tempus AI, valued at approximately $3.76 million, amid the company's recent FDA clearance for its AI-powered cardiac imaging platform [6] - Tempus AI's stock closed at $87.07, showing a slight increase of 0.72%, with a price target raised to $98 by HC Wainwright & Co [7] Group 4: Pony AI Trade - Ark Invest acquired 31,764 shares of Pony AI, valued at approximately $554,917, with the company reporting a 75.9% year-over-year revenue growth driven by its Robotaxi services [8] - Pony AI's stock price remained unchanged at $17.47, with a prior purchase of $1.5 million worth of shares [9] Group 5: Baidu Trade - Ark Invest added 5,033 shares of Baidu, valued at approximately $680,713, with the stock closing at $135.25, experiencing a slight dip of 1.87% [10]

Summary of Conference Call Notes on Greater China Industrials (Humanoid Robots and Autonomous Driving) Industry Overview - The humanoid robot and autonomous driving (AD) sectors in China are expected to experience rapid expansion over the next decade, with significant growth anticipated in factory settings within 2-3 years and further opportunities in commercial and household applications in the long term [1][1] - The current bill of materials (BOM) cost for a fully-functional humanoid robot is approximately US$50-60k, with expectations for rapid cost reductions in the next five years due to improved product design and economies of scale [1][1] - Stricter regulations in the AD sector are anticipated to create more opportunities for AD components, particularly for LiDAR technology, which will benefit from new long-distance object detection requirements [1][1] Key Players and Developments Dobot - Dobot is a leading global collaborative robot (COBOT) brand, achieving a 47% year-over-year growth in 6-axis COBOT sales in the first half of 2025, indicating market share gains [8][8] - The company has entered the humanoid robot market, launching its first prototype in early 2025 and planning deployment in manufacturing and business scenarios [9][9] RoboSense - RoboSense is focusing on its new EMX LiDAR products, which offer superior precision and detection distance compared to competitors, with expectations to ship 600-700k units in 2025 and 1.5 million units in 2026 [10][10] - The company is also exploring opportunities in the lawn mower, unmanned delivery, and robotaxi industries, with significant partnerships established [11][11] Zhaowei Machinery & Electronics - Zhaowei has launched new dexterous hand models for humanoid robots and aims for a 10-15% global market share in this segment [12][12][13][13] - The BOM cost of the dexterous hand is estimated to account for 20-30% of the total BOM cost of a humanoid robot [13][13] Googol Technology - Googol Technology specializes in high-end control systems for advanced manufacturing and sees strong growth potential in humanoid robots due to its expertise in multi-degree-of-freedom (DoF) controlling [14][15] Minieye - Minieye is making progress with its smart driving solutions, including iPilot and iRobo, and anticipates significant growth in the penetration of front-view camera modules and driver monitoring systems due to new safety regulations [16][17] Leju Robotics - Leju targets to deliver over 1,000 units of robotics in 2025, focusing on stability and durability for large-scale applications [18][18] Orbbec - Orbbec is a leading player in robot vision systems, holding over 70% market share in 3D vision systems for service robots in China [21][21][22][22] UBTECH - UBTECH aims to ship 500 humanoid robots in 2025 and 2,000-3,000 units in 2026, with expectations for BOM cost reductions in the coming years [23][23][24][24] LK Tech - LK Tech is focusing on magnesium alloy technology for humanoid robots, which offers lightweighting and other advantages, and has signed cooperation agreements for R&D projects [25][26][26] Technology Insights - The competition between VLA (Vision-Language-Action) and world model technologies for embodied AI is highlighted, with data availability being a key bottleneck [3][3] - The vision system of humanoid robots is evolving, with depth cameras becoming the mainstream choice for enhancing sensing and navigation capabilities [22][22] Market Outlook - The humanoid robot market is expected to grow significantly, with projections of 3 million units shipped by 2030, leading to substantial opportunities for component suppliers [13][13] - The average selling price (ASP) of humanoid robots is expected to decline to approximately RMB150k (~US$20k) by 2026-2028 due to scale effects [20][20] Conclusion - The humanoid robot and AD sectors in Greater China are poised for significant growth, driven by technological advancements, regulatory changes, and increasing market demand. Key players are actively innovating and expanding their product offerings to capture market share in this rapidly evolving landscape.

Group 1: Ark Invest Trades - Ark Invest executed significant trades involving Bullish, Kratos Defense, Pony AI, and Robinhood [1] - Ark Invest added 36,328 shares of Bullish, valued at nearly $1.97 million, with the stock closing at $54.35, up 5.82% after positive Q2 earnings [2] - Ark Invest sold 131,177 shares of Kratos Defense, valued at nearly $9.9 million, with the stock closing at $75.74, down 0.8% [3] - Ark Invest purchased 88,335 shares of Pony AI, valued at $1.5 million, with the stock closing at $17.47, up 1.98% [4] - Ark Invest acquired 33,783 shares of Robinhood, valued at approximately $4 million, with the stock closing at $118.64, up 1.07% [6] Group 2: Company Highlights - Kratos Defense is collaborating with Taiwan's NCSIST to unveil the Mighty Hornet IV Attack UAV, enhancing Taiwan's military capabilities [4] - Pony AI is making rapid progress in its robotaxi business, with Goldman Sachs projecting a target price of $24.50, indicating over 50% upside potential [5] - UBS estimates that China's robotaxi market could reach $183 billion by the late 2030s, with global opportunities adding nearly $400 billion [5] - Robinhood recently released positive operating data for August and announced a new fund aimed at democratizing private market access [6]

Group 1 - Waymo has partnered with Lyft to launch its robotaxi service in Nashville, marking the first commercial deal between the two companies [1][2] - Riders in Nashville will be able to hail Waymo robotaxis through the Waymo One app, while Lyft will integrate Waymo's robotaxis into its platform over time [2] - Waymo has established a significant presence in the U.S. robotaxi market, surpassing 10 million paid trips and planning to expand operations to several new cities including Miami and Washington, D.C. [3] Group 2 - In international markets, Waymo faces competition from Baidu's Apollo Go service, which has announced partnerships to deploy driverless taxis in Europe and other regions [4] - Lyft has previously collaborated with Waymo on a pilot program in Phoenix and is currently testing with May Mobility in Atlanta [5] - Lyft is under pressure to compete with Uber, which has a market cap exceeding $200 billion, significantly overshadowing Lyft's valuation [5]

Core Insights - The French delegation, led by Ambassador Bertrand Lortholary, visited WeRide to explore the company's operations and future plans in France [1][3] - WeRide showcased its autonomous Robotaxi and Robobus, highlighting their performance and safety in adverse weather conditions [4] - WeRide is collaborating with Renault Group to launch a mass-produced autonomous Robobus by 2030, addressing the demand for green public transport in Europe [4][5] Company Overview - WeRide is recognized as a global leader in the autonomous driving industry and is the first publicly traded Robotaxi company [6] - The company has tested or operated its autonomous vehicles in over 30 cities across 11 countries and holds autonomous driving permits in six markets, including China, Singapore, France, Saudi Arabia, the UAE, and the US [6] - WeRide's product offerings range from Level 2 to Level 4 autonomous driving solutions, catering to various sectors such as mobility, logistics, and sanitation [6] Recent Milestones - WeRide received France's Level 4 driverless public road testing and operating permit for its Robobus on March 27, 2025 [8] - The company launched Europe's first fully driverless commercial deployment of its Robobus in Drôme, France, in partnership with beti, Renault Group, and Macif on February 27, 2025 [8] - WeRide will provide an exclusive Level 4 autonomous Robobus shuttle service at Roland Garros, Paris, for two consecutive years starting in 2024 [8]

Core Viewpoint - The article discusses the current state of embodied intelligence, focusing on data collection and utilization, and emphasizes the importance of 3D/4D world models in enhancing spatial understanding and interaction capabilities in autonomous driving and related fields [3][4]. Group 1: 3D/4D World Models - The development of 3D/4D world models has diverged into two main approaches: implicit and explicit models, each with its own limitations [4][7]. - Implicit models enhance spatial understanding by extracting 3D/4D content, while explicit models require detailed structural information to ensure system stability and usability [7][8]. - Current research primarily focuses on static 3D scenes, with methods for constructing and enriching environments being well-established and ready for practical application [8]. Group 2: Challenges and Solutions - Existing challenges in 3D geometry modeling include the rough optimization of physical surfaces and the visual gap between generated meshes and real-world applications [9][10]. - The integration of mesh supervision and structured processing is being explored to improve surface quality in 3D reconstruction [10]. - The need for cross-physics simulator platform deployment is highlighted, as existing solutions often rely on specific physics parameters from platforms like Mujoco [10]. Group 3: Video Generation and Motion Understanding - The emergence of large-scale data cleaning and annotation has improved motion prediction capabilities in 3D models, with advancements in 3DGS/4DGS and world model integration [11]. - Current video generation techniques struggle with understanding physical interactions and changes in the environment, indicating a gap in the ability to simulate realistic motion [15]. - Future developments may focus on combining simulation and video generation to enhance the understanding of physical properties and interactions [15]. Group 4: Future Directions - The article predicts that future work will increasingly incorporate physical knowledge into 3D/4D models, aiming for better direct physical understanding and visual reasoning capabilities [16]. - The evolution of world models is expected to become modular within embodied intelligence frameworks, depending on ongoing research and simplification of world model definitions [16].

作者 | 我爱计算机视觉 来源 | 我爱计算机视觉 原文链接： https://zhuanlan.zhihu.com/p/1950969540805656985 在自动驾驶技术中，准确预测道路上其他车辆和行人的未来轨迹，是保障行车安全、实现高效导航的核心 环节。当前，最先进的轨迹预测方法大多严重依赖于高精地图（HD Map），利用其提供的车道线、路口拓 扑等精细信息作为强大的先验知识。然而，高精地图的制作和维护成本高昂，覆盖范围有限，且无法应对 临时的道路施工或交通事故等动态变化，这极大地限制了自动驾驶技术的规模化应用。 为了摆脱对高精地图的依赖，来自韩国国民大学的研究团队提出了一个名为 BEVTraj 的全新轨迹预测框 架。该方法完全无需任何地图，直接在BEV空间中处理实时的原始传感器数据，实现了端到端的轨迹预 测。令人瞩目的是，实验证明，BEVTraj的性能足以媲美基于高精地图的SOTA模型，为构建更灵活、更具 扩展性的自动驾驶系统开辟了新道路。 研究背景：高精地图是"蜜糖"还是"砒霜"？ 高精地图为轨迹预测提供了丰富的结构化信息，无疑是提升预测精度的"蜜糖"。但它的"保质期"太短（无 法实时更新），"售 ...