Core Insights - Alibaba's Gaode has partnered with XPeng Motors to integrate XPeng's Robotaxi into Gaode's platform, marking a significant step in the collaboration between ride-hailing services and autonomous vehicle technology [1] - This partnership aims to leverage Gaode's spatial intelligence capabilities to enhance the Robotaxi service, focusing on global expansion and technological innovation [5] Group 1: Partnership and Collaboration - The collaboration between Gaode and XPeng is not just a business upgrade but a strategic move towards exploring Artificial General Intelligence (AGI) [1] - Gaode has established deep partnerships with over 40 automotive manufacturers, accumulating substantial technical capabilities in smart cockpits and advanced driver-assistance systems (ADAS) [4] Group 2: Technological Advancements - Gaode's spatial intelligence technology enables a deep understanding of urban traffic dynamics, providing real-time traffic analysis, demand forecasting, and enhanced decision-making for autonomous vehicles [3] - The spatial intelligence capability translates into three main values for Robotaxi: optimal global coordination, long-range perception through vehicle-to-everything (V2X) communication, and real-world scenario training for autonomous systems [3] Group 3: Market Position and Ecosystem - Gaode has evolved into a leading ride-hailing aggregator since introducing the aggregation model in 2017, connecting hundreds of service providers and serving over 800 million active users monthly [4] - The platform's capabilities are now extending into the Robotaxi sector, allowing companies to focus on core technology development without the need to build their own user interfaces [4] Group 4: Global Expansion - Gaode's app is available in over 200 countries and regions, with ride-hailing services launched in more than 50 countries, facilitating the global deployment of China's leading Robotaxi technology [5] - The partnership with XPeng exemplifies Gaode's vision of creating a sustainable and operational smart mobility ecosystem in the AI era [5]

Group 1 - The core viewpoint of the news is the significant investment and development of major projects in Tonglu County, which aims to enhance the "5541X" advanced manufacturing cluster and promote high-quality economic growth [1][2] - A total of 12 projects were signed with a total investment of 195.81 billion, primarily in the manufacturing sector, indicating a strong focus on industrial development [1] - The Zhongke Huayue Hydrogen Energy headquarters project, with an investment of 106.2 billion, will establish a production base for hydrogen fuel cells and core components, aligning with the application of hydrogen energy in commercial vehicles [1] Group 2 - 28 projects have commenced construction with a total investment of 103.36 billion, covering various sectors including manufacturing, agriculture, culture, tourism, real estate, and public welfare [2] - The establishment of the Tonglu High-tech Zone Industrial Incubation Park is a key project aimed at fostering technological and industrial innovation, with a focus on smart logistics and artificial intelligence [2] - A total of 185.2 billion in projects have been completed and put into production, showcasing the successful closure of major project initiatives [3] Group 3 - Notable completed projects include the production of synthetic mica, smart manufacturing bases, and energy storage battery production, which highlight the role of leading enterprises in driving industry growth [3]

Group 1 - SAS Institute has completely withdrawn from the Chinese market after 25 years, laying off all 400 employees and will continue operations through third-party partners [1] - Leap Motor responded to rumors of FAW Group acquiring its shares, stating that the news is untrue [1] - The Chinese government announced a 9-day holiday for the 2026 Spring Festival, leading to a 63% increase in flight bookings compared to the same period in 2025 [2] Group 2 - The AI model competition "Alpha Arena" concluded with Alibaba's Qwen winning, achieving a 22.32% return, while other models, including GPT-5, suffered significant losses [8][9] - Nokia plans to delist from the Paris Stock Exchange, citing trading volume and administrative costs as reasons [9] - The global AI glasses market is rapidly growing, with shipments expected to reach 4 million units by 2029, driven by major tech companies like Google and Apple [22] Group 3 - The Indian online brokerage Groww's parent company is set to launch an IPO, potentially valuing the company at $7 billion [10] - Beta Technologies, an electric aircraft manufacturer, raised over $1 billion in its IPO, pricing shares at $34 [10] - The robotics industry saw a revenue increase of 29.5% year-on-year in the first three quarters, with significant production growth in both industrial and service robots [22][23]

撰文 | 莫 莉 编辑 | 黄 大 路 设计 | 甄 尤 美 作为全球最接近"完全无人驾驶商业化"的企业之一，Waymo又扩张了。 当地时间11月3日，Alphabet旗下Waymo宣布启动迄今最具雄心的商业扩张：计划在2026年前将无人驾驶出租车服务覆盖至少12座美国城市，新增拉斯 维加斯、底特律与圣地亚哥三大枢纽。 这一布局，不仅标志着Waymo从区域试点迈向全国性路网运营的关键转折，更反映出自动驾驶行业从技术验证迈向规模化商用的变革。 在Cruise暂停服务、行业经历各种洗牌的背景下，Waymo凭借多城联动的数据积累和定制车型的引入，向在复杂天气与城市路况中树立可靠性与安全新 标杆。 然而，监管审查与公众信任仍是扩张路上不可回避的挑战。随着美国交通部加紧制定自动驾驶安全框架，Waymo的每一步都在拓展技术的边界。 新汽车生态合作，报名中国版CES！ 对于Waymo而言，2026年的时间表，既是扩张路线，也是安全、监管与现金流的压力测试。 Waymo启动最大规模扩张 据路透社报道，Waymo将在2026年前实现历史上最大规模的地理扩张计划：新增三座运营城市——拉斯维加斯、圣地亚哥与底特律。 也就是说，到了 ...

Core Insights - The capital market's enthusiasm for Robotaxi has surged this year, driven by significant investments and scaling efforts from major players like Loongrun, Waymo, and Tesla [2] - A public accusation from the CFO of WeRide against Pony.ai highlights alleged misleading statements in Pony.ai's IPO roadshow materials, including claims of operational and technical capabilities [3][4] - The competition between WeRide and Pony.ai is intensifying, with both companies facing scrutiny over their operational data and technology safety in a changing investment landscape [6] Company Performance - WeRide's Robotaxi has accumulated a total driving distance of 55 million kilometers, slightly surpassing Pony.ai's 48 million kilometers, with Pony.ai's operational mileage being approximately 27 million kilometers after excluding test mileage [4] - Since its launch in 2022, Pony.ai has completed only 1.04 million paid rides, while WeRide has not disclosed its ride volume [4] - In contrast, competitors like Loongrun and Waymo have established a significant lead, with Loongrun's total autonomous driving distance exceeding 240 million kilometers and Waymo's reaching 154 million kilometers [4][7] Market Dynamics - The outcome of the dispute between WeRide and Pony.ai could significantly impact their market reputation and investor confidence, especially as the autonomous driving industry undergoes cyclical adjustments [6] - The capital market has shifted its focus from grand visions to scrutinizing operational data, technology safety, and business models, emphasizing the importance of real capabilities in gaining market and user trust [6] - Loongrun has reported a weekly order volume exceeding 250,000, with all orders being fully autonomous, and has served over 17 million rides globally, positioning itself as the largest autonomous ride-hailing service provider [7]

Core Insights - The 15th National Games, set to open on November 9, showcases advanced technology, including autonomous vehicles, digital volunteers, and energy-saving innovations [1][3]. Group 1: Technological Innovations - Autonomous vehicles made their debut during the torch relay, marking a significant advancement in transportation technology for the event [1]. - The event features a "digital volunteer" system, which provides 24-hour intelligent consultation services, reducing labor costs by 30% and improving response efficiency by 50% [3][4]. - The "metaverse cloud sports village" alleviates venue capacity pressure and traffic congestion, allowing for an immersive viewing experience via mobile devices [3][4]. Group 2: Environmental Sustainability - The event emphasizes green technology, including low-carbon renovations of sports venues and the use of a "cooling device" that reflects sunlight and achieves zero-energy cooling [4]. - The cooling technology is estimated to provide approximately 300,000 watts of cooling power, saving 200,000 kilowatt-hours of electricity and reducing carbon emissions by over 100 tons during the event [4]. Group 3: Weather Support - Advanced weather forecasting technologies, including a "hundred-meter, minute-level" prediction system, support the event by providing accurate weather information crucial for athletes [4].

Core Insights - The Chinese government is set to accelerate the cultivation of application scenarios and the opening of related policy documents to promote the large-scale commercialization of new technologies and products, aiming to create a favorable innovation ecosystem [1][3] Group 1: Policy Initiatives - The State Council's recent meeting emphasized leveraging China's vast market and diverse application scenarios to prioritize new fields and high-value scenarios for innovation [1][3] - The government plans to implement demonstration actions for large-scale applications of new technologies and products, particularly in emerging industries like commercial aerospace and deep-sea technology [3][4] Group 2: Current Progress - Significant advancements in scenario-based open innovation have been made, with platforms like the National New Generation Artificial Intelligence Open Innovation Platform being established to enhance corporate innovation capabilities [2] - Emerging industries such as autonomous driving, virtual reality, and smart healthcare are witnessing the rise of new technologies and products [2] Group 3: Challenges and Recommendations - Experts highlight that scenario-based open innovation is still in its early stages, facing systemic barriers that hinder the establishment of standards and regulatory frameworks [2][4] - There is a need for effective institutional design and policy support to facilitate the development of new scenarios, ensuring a balance between innovation and regulatory safety [4]

Major Events - Xiaoma Zhixing-W (02026) has set the share price for its offering at HKD 139 [1] - Boleton (01333) has entered into a strategic cooperation with Fujian Rixin, focusing on autonomous driving for mining transportation [1] - Zhaojin Mining (01818) has signed a strategic cooperation memorandum with Ant Group [1] - Yimai Sunshine (02522) subsidiary has signed a data co-construction cooperation agreement with Beijing Xianxing District and Beijing Computing Power [1] - Yaojie Ankang-B (02617) has reached a project cooperation agreement with Neurocrine [1] - Heng Rui Pharmaceutical (01276) plans to include HRS-5965 capsules in the priority review process [1] Financial Data - XPeng Motors-W (09868) delivered 42,013 smart electric vehicles in October, a year-on-year increase of 76%, setting a new monthly delivery record [1] - Fuwai Group (01828) reported a sales revenue of USD 1.935 billion for the first three quarters, a year-on-year increase of 37% [1] - Shenzhen Holdings (00604) recorded total contract sales of approximately CNY 9.838 billion for the first three quarters, a year-on-year increase of 24% [1] - Weigao Group (01066) reported third-quarter revenue of approximately CNY 3.26 billion, a year-on-year growth of about 2.6% [1]

Core Insights - The "Action Plan" aims to accelerate the development of smart cities and promote comprehensive digital transformation by fostering a data factor market and integrating data-intensive industries such as low-altitude economy, unmanned driving, and embodied intelligence [1][2][3] Group 1: Overall Objectives - By the end of 2027, significant progress is expected in data-enabled urban economic and social development, with the establishment of over 50 fully digitally transformed cities [1][5] - Major cities will lead in creating a new system for smart and efficient governance, implementing advanced and controllable urban models [1][5] Group 2: Innovation and Testing - Cities are positioned as "innovation testing grounds," providing real-world scenarios for new technologies and industries to be tested and iterated [2][3] - The "Action Plan" facilitates the creation of urban-level application scenarios for emerging industries, enhancing the integration of autonomous vehicles into a broader intelligent transportation system [3] Group 3: Data as a Core Element - The plan emphasizes the importance of data as a core production factor, aiming to break down data barriers at the urban level to promote efficient data circulation [3][4] - A positive feedback loop is envisioned where data-driven industrial innovation enhances the value of data [3][4] Group 4: Integrated Innovation Ecosystem - The ultimate goal is to foster cross-industry collaboration, creating synergies that exceed the sum of individual contributions [4] - Examples include the integration of low-altitude economy logistics with embodied intelligence for efficient urban management [4] Group 5: Public Data Integration - The "Action Plan" highlights the need for unified digital infrastructure to achieve comprehensive urban governance and management [6] - It aims to ensure that digitalization permeates all aspects of urban life, creating a cohesive "smart organism" [6] Group 6: Strategic Framework - The "Action Plan" serves as a detailed implementation guide under the broader strategic framework established by previous guidelines, setting specific targets for urban digital transformation [7] - The rapid development of technologies like AI and marketization of data factors is seen as an opportunity to enhance urban digital transformation efforts [7]

第十五届全运会火炬传递11月2日在广州、深圳、香港、澳门四地开启。广州站的火炬传递加入了无人 驾驶车接力环节。无人驾驶车在越秀公园参与全运会的火种灯护送，并顺利将火种灯运送到广东体育馆 的火炬传递点位，火炬手在此通过火种灯引燃手中的火炬，继续火炬传递。这是全运会历史上首次由无 人驾驶车参与火炬传递环节。 此次参与火炬传递的第七代埃安霸王龙Robotaxi是小马智行最新一代产品，该车全车搭载6大类34个传 感器，覆盖从车身盲区到最远650米范围内的物体和环境检测。该车还搭载了小马智行自研的全球首个 L4Robotaxi车规级域控制器，配备4颗自动驾驶芯片Orin-X，算力使用效能较上一代提升3倍。值得关注 的是，第七代自动驾驶系统采用100%车规级零部件，设计寿命达60万公里，系统套件BOM成本较上代 下降70%，为未来规模化应用奠定了基础。 莫璐怡透露，小马智行第七代Robotaxi即将在广州、深圳等地投入运营，不仅有埃安霸王龙Robotaxi， 还有第七代Robotaxi家族的其他车型， 据了解，该款无人驾驶车是搭载了小马智行第七代自动驾驶系统的埃安霸王龙Robotaxi。截至目前，小 马智行是中国首个在北 ...