Core Insights - The article emphasizes the importance of seizing opportunities and continuous learning in the rapidly evolving field of autonomous driving [1][4] - It highlights the creation of a comprehensive community platform, "Autonomous Driving Heart Knowledge Planet," aimed at facilitating knowledge sharing and career development in the autonomous driving sector [4][16] Group 1: Career Development - Transitioning to the autonomous driving industry can be successful through dedication and preparation, as illustrated by the experience of a professional who switched careers and excelled in various roles [1] - Continuous learning and adapting to industry trends are crucial for career advancement, as demonstrated by the professional's progression from algorithm evaluation to advanced safety algorithms [1] Group 2: Community and Resources - The "Autonomous Driving Heart Knowledge Planet" has over 4,000 members and aims to grow to nearly 10,000 in two years, providing a platform for discussion, technical sharing, and job opportunities [4][16] - The community offers a variety of resources, including video content, learning pathways, and Q&A sessions, to support both beginners and advanced learners in the autonomous driving field [7][10] Group 3: Technical Learning and Networking - The community organizes discussions with industry experts on various topics, including entry points for end-to-end autonomous driving and the integration of multi-sensor fusion [8][20] - Members have access to a wealth of technical routes and resources, including over 40 technical pathways and numerous datasets relevant to autonomous driving [10][36] Group 4: Job Opportunities - The community facilitates job referrals and connections with leading companies in the autonomous driving sector, enhancing members' chances of securing positions in the industry [11][12] - Regular updates on job openings and industry trends are provided, helping members stay informed about potential career advancements [21][93]

戳我-> 领取 自动驾驶近30个 方向 学习 路线 >>直播和内容获取转到 → 自动驾驶之心知识星球 点击按钮预约直播 在自动驾驶领域，通过大规模数据来扩展视觉-语言-动作模型，为构建更通用的驾驶智能提供了一条充满前景的道路。然而，VLA模型一直面临" 监督缺失 "的问 题：其庞大的模型能力仅由稀疏、低维的动作信号进行监督，导致其大部分表征潜力未能得到充分利用。 为解决此问题，中科院和华为引望的团队提出了 DriveVLA-W0， 一种利用世界模型来预测未来图像的训练范式。 为验证DriveVLA-W0的通用性，本文在两种主流 VLA架构上展开验证：针对采用离散视觉token的VLA模型，设计自回归世界模型；针对基于连续视觉特征的VLA模型，设计扩散世界模型。基于世界建模学习到的 丰富表征，本文进一步引入轻量级动作专家（action expert），以解决实时部署中的推理耗时问题。 点击下方 卡片 ，关注" 自动驾驶之心 "公众号 DriveVLA-W0: 利用世界模型放大VLA的 拓展定律 时间:11.4 / 19:30-20:30 直播简介 VLA模型是通向通用自动驾驶的希望路 径,却受限于"监督赤字": ...

Core Viewpoints - The article presents eight key viewpoints regarding the performance and evaluation of autonomous driving technologies, particularly focusing on the comparison between Horizon's HSD and Li Auto's VLA systems [3]. Group 1: Performance Evaluation - The experience with Horizon's HSD during a 1.5-hour test drive was notably better than the current production version of Li Auto's L7 VLA, although future production versions may not match the engineering version's performance [3][5]. - The evaluation of HSD's performance is limited due to the lack of comprehensive safety assessments and the variability of experiences across different locations [3][7]. - The HSD system demonstrated good vertical control, but its performance can vary significantly based on the city and driving conditions [6][7]. Group 2: Technical Comparisons - Horizon employs a VA-style end-to-end approach, while Li Auto utilizes a VLA-style end-to-end system, with the naming being a mere distinction [9][10]. - The VA-style end-to-end system is perceived to have advantages in user experience due to current limitations in computing power and bandwidth faced by the VLA approach [6][12]. - Li Auto's decision to pursue VLA for mass production is seen as a bold move, but it comes with challenges related to resource allocation and the need for higher computational requirements [11][12]. Group 3: Industry Outlook - There is a prevailing belief that many autonomous driving operators will eventually converge in capabilities, with only a few manufacturers able to survive without in-house development of autonomous driving technologies [3][11]. - The article suggests that manufacturers lacking self-research capabilities in autonomous driving may struggle to adapt to the evolving smart vehicle industry [3][11]. - The future landscape of autonomous driving will likely see a concentration of capabilities, with differentiation becoming increasingly important as the industry matures [3][11].

Core Viewpoint - The company, Pony.ai, has successfully set the final offer price for its international and Hong Kong public offerings at HKD 139 per share, driven by strong demand from institutional and market investors [1] Group 1: Offering Details - The company exercised its overallotment option in full, issuing approximately 6.29 million additional shares, which represents 15% of the initially available shares for subscription [1] - If the overallotment option is fully exercised, the total fundraising amount could reach up to HKD 7.7 billion [1] Group 2: Fund Allocation - Approximately 50% of the raised funds will be allocated to implementing market entry strategies and advancing the large-scale commercialization of Level 4 (L4) autonomous driving technology [1] - About 40% of the funds will be used for the development of L4 autonomous driving technology and solutions [1] - The remaining 10% will be directed towards working capital needs and other general corporate purposes [1] Group 3: Trading Information - The company's shares are set to commence trading on the main board of the Hong Kong Stock Exchange on November 6 [1]

Core Viewpoint - The company, Pony.ai, has set the final offer price for its international and Hong Kong public offering at HKD 139 per share, driven by strong demand from institutional and market investors [1] Group 1: Offering Details - The company fully exercised its over-allotment option, issuing approximately 6.29 million additional shares, which represents 15% of the initially available shares for subscription [1] - If the over-allotment option is fully exercised, the total fundraising could reach up to HKD 7.7 billion [1] Group 2: Fund Allocation - Approximately 50% of the raised funds will be allocated to implementing market entry strategies and advancing the large-scale commercialization of Level 4 (L4) autonomous driving technology [1] - About 40% of the funds will be used for the development of L4 autonomous driving technology and solutions [1] - The remaining 10% will be allocated for working capital needs and other general corporate purposes [1] Group 3: Trading Information - The company's shares are set to commence trading on the Hong Kong Stock Exchange's main board on November 6 [1]

Group 1 - The final offer price for the international and Hong Kong public offering of Pony.ai-W (02026.HK) is set at HKD 139.00 per share, considering various factors including the closing price of American depositary shares on NASDAQ as of October 31, 2025 [1] - The company plans to issue an additional 6.29 million new shares, representing approximately 15% of the initially proposed offering shares, due to the full exercise of the over-allotment option [1] - The total gross proceeds from the global offering, before underwriting fees and offering expenses, are expected to be approximately HKD 6.71 billion, assuming the over-allotment option is not exercised [1] Group 2 - Approximately 50% of the net proceeds from the global offering will be used to implement the market entry strategy for large-scale commercialization of L4 autonomous driving technology in key accessible markets [2] - About 40% of the proceeds will be allocated for ongoing investment in the research and development of L4 autonomous driving technology and solutions [2] - The remaining 10% will be utilized for working capital needs and other general corporate purposes [2]

Core Viewpoint - The final offer price for the international and Hong Kong public offering of Pony.ai-W (02026) has been set at HKD 139.00 per share, with trading expected to commence on November 6, 2025, subject to approval from the Stock Exchange [1] Group 1 - The company will issue an additional 6.2933 million new shares, representing approximately 15% of the initially proposed offering shares, due to the full exercise of the over-allotment option [1]

智通财经APP讯，小马智行-W(02026)公布，国际发售及香港公开发售的最终发售价已定为每股发售股 份139.00港元。待联交所批准后，A类普通股预期将于2025年11月6日在联交所主板开始买卖，股份代号 为"2026"。 发售量调整权已获悉数行使，据此，公司将按发售价额外发行并配发629.33万股新股份(占全球发售项 下初步提呈发售的发售股份数目的约15%)。 ...

Core Insights - The smart driving and autonomous driving sectors are among the most favored by capital this year, with significant developments and controversies driving rapid industry growth [1] Group 1: Industry Developments - Major players in the autonomous driving sector, such as WeRide, Pony.ai, Horizon Robotics, and Hezhong Technology, have successfully listed on US or Hong Kong stock exchanges, while others like Momenta and Zhaojun are preparing for their own listings [1] - The industry has seen a steady development, with multiple companies, including WeRide and Pony.ai, advancing the mass production of products equipped with autonomous driving features and obtaining road permits in various cities [2] Group 2: Company Challenges - Pony.ai's R&D expenses from 2022 to 2024 are projected to exceed its revenue, with Q2 2025 R&D costs reaching $49 million, more than double its total revenue, and a net loss of $90.64 million in the first half of 2025, a year-on-year increase of approximately 75.07% [2][3] - WeRide faces significant financial challenges, with net losses of 1.007 billion yuan, 1.298 billion yuan, 1.949 billion yuan, and 2.517 billion yuan from 2021 to 2024, totaling over 6.8 billion yuan in losses, and an adjusted net loss of 301 million yuan in Q2 2025, a year-on-year increase of 72.2% [3] Group 3: Competitive Landscape - Pony.ai's Robotaxi business revenue is low, accounting for only 9.2% in the first half of 2025, with a fleet size significantly smaller than competitors like Baidu, leading to longer user wait times and lower penetration rates [3] - WeRide is under pressure from Tesla's "end-to-end" technology transformation and traditional automakers accelerating their own smart driving system development, while its core market operations face quality concerns due to policy restrictions and lack of key data support [3] Group 4: Market Dynamics - The recent public dispute between WeRide and Pony.ai highlights the competitive nature of the smart driving industry, as both companies strive to demonstrate their strength to investors while facing similar survival and development pressures [4]

Core Viewpoint - WeRide, a leading autonomous driving technology company, announced comprehensive autonomous driving services for the upcoming National Games and the 12th National Paralympic Games in Guangzhou, showcasing its innovative L4-level urban public transport vehicle [1][8]. Group 1: Autonomous Driving Services - WeRide will provide full-scale autonomous driving services during the events, including 11 autonomous travel routes connecting key locations such as transportation hubs, hotels, and event venues [5][6]. - The "WeRide Travel" app and "National Games Guangzhou" WeChat mini-program will allow media, staff, and spectators to easily book rides from November 3 to December 15 [5][6]. Group 2: Vehicle Launch and Features - The GXR autonomous driving model, developed by WeRide in collaboration with Guangzhou Public Transport Group and GAC, was unveiled at the launch ceremony and will be used for event support [1][8]. - A new 21-seat autonomous bus, approximately 8.5 meters long, will also be deployed, featuring a 360-degree perception system and accessibility features for individuals with disabilities [8][11]. Group 3: Environmental Services - WeRide will utilize its autonomous street cleaning vehicle S1 and autonomous sanitation vehicle S6 to maintain cleanliness around event venues and key urban areas during the games [11]. - This initiative aims to ensure a clean and orderly environment for the events, demonstrating the practical application of autonomous technology in public services [11][13].