这种被称为"远程操作"的技术方案，在自动驾驶行业已形成两种典型实践模式。以谷歌(GOOGL.US)旗 下Waymo为代表的渐进式路线，采用"车辆自主决策为主，人工远程介入为辅"的混合模式。当自动驾驶 系统遭遇道路施工、紧急车辆通行等复杂场景时，车辆会通过蜂窝网络向远程安全员发起咨询，由人类 判断是否放行。这种模式在Waymo的运营中已形成标准化流程，其前CEO约翰·克拉夫西克曾强调"软件 始终掌握最终决策权"，人类仅在必要时提供辅助判断。 与之形成对比的是其他企业采用的"虚拟驾驶员"方案，由远程操作员直接通过5G网络操控车辆方向 盘、油门和制动系统。这种模式对网络稳定性要求极高，卡内基梅隆大学自动驾驶专家菲利普·库普曼 教授指出："在公共道路场景下，蜂窝网络延迟和连接中断风险始终存在，当前技术条件下远程驾驶本 质上仍属不可靠方案。"他特别警示，当测试车辆规模从10辆级扩大至百万辆级时，通信中断概率将呈 指数级上升。 特斯拉的自动驾驶出租车方案呈现独特的技术路径特征。马斯克今年1月曾承诺将推出基于"完全无人监 督"系统的付费服务，但5月采访时改口称，初期运营将限定在奥斯汀特定安全区域，避开复杂路口，并 配置远程 ...

伯镭科技致力于通过自动驾驶、车辆线控、换电等技术赋能矿山等传统行业。创始团队毕业于上海交通 大学，并与交大成立"自动驾驶联合研发中心"。打造了一个包含行业领先的L4级自动驾驶系统、车辆线 控系统、5G远程控制系统及云端智能调度系统在内的露天矿山智能作业平台，可以实现矿车、挖机、 装载机等矿用工程机械的互联互通和集群化智能作业，便于大规模部署。能够解放人力，帮助客户更轻 松高效地采集、分析信息，执行生产任务，最终达到帮助客户降低成本，实现本质安全，提高管理和运 营效率的目的。先后在洛阳钼业、甘肃酒钢、四川攀钢、国家电投扎矿、华能铧尖、五矿鹤岗等多座矿 山实现矿车运输无人化运营，截至2022年12月底累计赋能百余台自动驾驶矿车，安全行驶174万公里， 运输土石方2471万吨。2021年与国家五大发电集团之一国家电投达成战略合作，2023年3月正式推出全 国首台无驾驶室充换电一体矿用宽体车"Boonray eBUll"，助力矿山全面实现安全、无人、低碳生产。 数据来源：天眼查APP 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成 投资建议。 | 公布 ...

行业新闻：1）特斯拉将于美国时间 6 月 22 日在德州启动 Robotaxi 试运 营；2）小鹏 G7 开启预定并预售 23.58 万，搭载图灵 AI 芯片和 AR-HUD； 3）搭载小马智行第七代自动驾驶系统的广汽埃安霸王龙自动驾驶车辆， 在广州和深圳开启公开道路测试；4）文远知行与 Uber、迪拜道路交通 管理局三方携手在迪拜落地部署商业化 Robotaxi 出行服务；5）黑芝麻 智能亮相 2025 香港车博会，"芯"实力驱动"新汽车"演进。 高频核心数据更新：1）800 万像素摄像头占比持续提升。2025 年 4 月， 乘用车前视摄像头渗透率 65.8%，其中 800 万像素占比 32.9%，同比 +18pct，环比+9pct；2）英伟达驾驶芯片占比提升。2025 年 4 月，乘用 车驾驶域控渗透率 24%，其中地平线、英伟达、特斯拉 FSD、华为芯片 占比分别为 13%、57%、7%、9%，同比分别+4、+27、-9、-7pct，环比分 别-2、+18、-12、-0.4pct。3）激光雷达市占率持续提升。2025 年 4 月， 乘用车激光雷达渗透率 8%，同比+2pct，环比+2pct。参考盖世汽车 ...

Core Viewpoint - The initiative "Summer New Energy Vehicle Fire Safety Education Month" aims to enhance emergency response capabilities and fire safety awareness among vehicle owners and industry personnel through collaboration between fire rescue departments and the autonomous driving service platform, Luobo Kuaipao [1][9]. Group 1: Event Overview - The campaign involves multiple cities and focuses on improving the emergency response mechanism for new energy vehicles, thereby reducing fire risks and ensuring safe operation [1]. - The first demonstration event took place in Wuhan, combining theoretical lectures with practical fire drills to educate participants on the safe use and maintenance of new energy vehicles [3]. Group 2: Educational Content - Firefighters provided systematic explanations on various aspects, including the basic characteristics of new energy vehicles, typical fire incident analysis, preventive measures during daily use, and emergency response methods [5]. - An immersive emergency drill was conducted, allowing participants to experience and master escape and initial fire handling procedures, thereby enhancing their safety awareness and self-rescue capabilities [5]. Group 3: Industry Collaboration - The collaboration with leading companies like Luobo Kuaipao represents an innovative exploration of safety governance models in the autonomous driving sector, addressing new fire safety challenges posed by advanced technologies [7]. - Luobo Kuaipao emphasized the importance of enhancing professional knowledge and emergency response capabilities through this partnership, aiming to provide safer travel experiences and promote the secure development of the autonomous driving industry [9].

Core Viewpoint - The article highlights the advancements and potential of autonomous driving technology in China, particularly focusing on Yushi Technology's developments in this field and the supportive environment fostered by Beijing's innovation policies [1][2][3]. Group 1: Company Developments - Yushi Technology has developed a high-safety, multi-scenario L4 autonomous driving system applicable across various vehicle types, including passenger cars and commercial vehicles [1]. - The company has achieved over 580,000 kilometers of cumulative unmanned autonomous driving mileage by May 2025 [2]. - The B19 autonomous electric bus is equipped with a self-developed U-Drive system, featuring 16 cameras and 8 domestic LiDAR sensors for precise control in complex road conditions [2]. Group 2: Industry Trends - The autonomous driving sector is entering a golden decade in China, with significant breakthroughs in technology and increasing commercialization opportunities [2]. - Beijing has established the world's first integrated vehicle-road-cloud high-level autonomous driving demonstration zone, covering 600 square kilometers and supporting over 800 autonomous vehicles [3]. - The city is fostering a robust ecosystem for innovation, with 115 unicorn companies contributing to advancements in artificial intelligence, commercial aerospace, and integrated circuits [3]. Group 3: Policy and Support - Beijing has implemented a comprehensive support system for unicorn companies, including specialized policies and innovation incubation programs across over 30 sectors [4]. - The city aims to enhance its role as a national innovation hub by promoting financial services tailored to technology-driven enterprises, with significant loan support already provided [5]. - The establishment of the Zhongguancun Sci-Tech Financial Service Center aims to facilitate one-stop financial services for technology companies, including innovative loan products [5]. Group 4: Future Outlook - The city is committed to developing a complete innovation and industrial chain, focusing on breakthroughs in hard technologies like autonomous driving and commercial aerospace [6]. - The collaborative development path will enhance the autonomous driving ecosystem, nurturing high-growth, competitive technology companies [6].

Group 1: SpaceX Incident - SpaceX's Starship SN36 experienced a severe explosion during a static fire test on June 18, with no reported injuries. The explosion was attributed to a potential failure in a pressure vessel known as COPV, which is used in the tail section of the spacecraft [2] Group 2: TerraPower Financing - TerraPower, a nuclear energy company founded by Bill Gates, announced the completion of a $650 million financing round, with participation from existing investors and new investor NVentures, a venture capital arm of NVIDIA [3] Group 3: Zoox Factory Opening - Amazon's autonomous driving company, Zoox, has opened its first dedicated mass production factory for autonomous taxis in California, aiming to expand its services to multiple markets, starting with Las Vegas and San Francisco [4] Group 4: Yushu Technology Financing - Yushu Technology confirmed the completion of its Series C financing round, led by major investors including China Mobile's fund, Tencent, and Alibaba. The pre-financing valuation exceeded 10 billion RMB, with a post-financing valuation of 8 billion RMB [5] Group 5: E-commerce Performance - Various platforms reported strong performance during the 618 shopping festival, with Tmall noting a 24% year-on-year increase in sales for 453 brands. JD.com reported over 22 billion orders, with a user growth exceeding 100% [6][7] Group 6: Land Acquisition by Xiaomi - Xiaomi's subsidiary, Jingxi Technology, acquired an industrial land parcel in Beijing's Yizhuang New City for approximately 635 million RMB, covering an area of 485,100 square meters [8][9] Group 7: Cloud and AI Market Outlook - Marvell raised its 2028 market outlook for customized AI chips from $43 billion to $55 billion, an increase of nearly 28%, citing new customer opportunities and partnerships [12] Group 8: Intel Leadership Changes - Intel announced several key leadership appointments, including Greg Ernst as Chief Revenue Officer and Srinivasan Iyengar as Senior Vice President overseeing the new Customer Engineering Center [13] Group 9: SSD Market Challenges - TrendForce reported that the average selling price of enterprise SSDs dropped nearly 20% in Q1 2025 due to inventory issues and challenges in AI product assembly, leading to revenue declines for the top five brands [14] Group 10: IPO and H-Share Listings - Yitang Co. initiated its IPO process, planning to list on the Shanghai Stock Exchange's Sci-Tech Innovation Board, while Zhaoyi Innovation submitted an application for H-share listing on the Hong Kong Stock Exchange [15][17] Group 11: Acquisitions in AI and Semiconductor Sectors - Black Sesame Intelligence announced intentions to acquire an AI chip company focused on low-power AI SoCs, while Kanda New Materials plans to acquire at least 51% of Chengdu Zhongke Huami Electronics to expand in the semiconductor field [18][19] Group 12: Haipuri Financing - Haipuri completed a B+ round of financing supported by major investors, focusing on the development and production of ultra-pure valves and systems for semiconductor manufacturing [20]

消息人士：百度自动驾驶出租车部门Apollo Go计划最快在2025年底之前将业务扩展到东南亚市场，将 主要专注于新加坡和马来西亚市场。 ...

Group 1: Microsoft - Microsoft plans to lay off thousands of employees, focusing on the sales department, with announcements expected after the fiscal year ends next month [2] - The company has committed to limiting spending in other areas due to significant investments in servers and data centers [2] Group 2: Social Media Platform X - CEO Linda Yaccarino announced that users will soon be able to invest and transfer money on platform X, integrating financial management into the social media experience [3] - The company is exploring the launch of its own credit or debit card, potentially available within the year [3] Group 3: Apple - Apple's hardware technology senior vice president, Johny Srouji, stated the company intends to use AI to accelerate the design of its custom chips [4] - This approach highlights Apple's commitment to leveraging advanced tools for chip design, which may drive innovation in the chip design tools industry [4] Group 4: Helm.ai - Helm.ai launched an AI-based vision system for autonomous vehicles and is in talks with automakers to deploy its technology [5] - The company is collaborating with Honda to integrate its technology into the upcoming 2026 Honda Zero electric vehicle, enhancing user experience by enabling hands-free driving [5] Group 5: Midjourney - Midjourney released its first version of an AI video generator that creates short videos from uploaded or created images, currently available on web and Discord [6] - The subscription service starts at $10 per month, indicating potential positive impacts on the creative software and content production industries [6]

Core Viewpoint - China has officially allowed the export of autonomous driving data, indicating a significant shift in the regulatory stance towards data security and market openness [4]. Group 1: Impact on Tesla - The new policy is a clear benefit for Tesla, as it can now access real road condition data, which was previously restricted, enhancing its Full Self-Driving (FSD) training capabilities [4]. - With the data access, Tesla is expected to rapidly train models for FSD, potentially introducing a subscription model to lower the entry barrier for consumers [5]. - The anticipated improvements in FSD experience in China, combined with Tesla's strategy for a cheaper model, may lead to a significant sales surge in the fourth quarter [5]. Group 2: Implications for Domestic Companies - Domestic autonomous driving companies like Huawei, Xpeng, and Li Auto may feel uncomfortable as their accumulated data will now be shared with foreign competitors [4]. - This policy could pressure local firms in the short term but may also encourage a shift from price and marketing wars to genuine technological competition [4]. Group 3: Global Competitive Landscape - The policy reflects a balanced approach to market governance, treating both domestic and foreign companies equally, which enhances China's international image [4]. - The move is seen as a strategic step for China to position itself as a leading player in the global autonomous driving industry [4]. Group 4: Robotaxi Developments - Tesla's Robotaxi testing has generated significant attention, marking a potential paradigm shift in transportation and creating substantial industry restructuring opportunities [11]. - The successful deployment of Robotaxi could redefine not only personal transportation but also the broader logistics and mobility landscape [11]. - Tesla's approach, relying on pure visual AI rather than high-definition maps, allows for greater adaptability and scalability compared to competitors like Waymo [12].

欢迎大家 点击【预约】 按钮 文字版速览 预约 我 下一场直播 本文重点 观点来自： 6 月 16 日本周一直播 【 强 烈建议直接看】 本段视频精华，逻辑更完整 自动驾驶系统要像老司机一样理解复杂的交通场景，不仅是识别路况，更要对潜在风险做出预判——例 如，看到前车旁边有人过马路被遮挡，系统要能预测行人可能出现的位置，从而保证行车安全和平稳。 没有对物理世界和事件的深刻理解，自动驾驶无法实现真正的安全与智能。 更广泛来看，具备成熟世界模型的机器人将极大提升生产力，推动经济飞速发展，带动运输、物流、公 共和私人交通等行业变革。我认为，拥有这一技术优势的企业将成为未来市场的最大受益者，提前布局 相关机会尤为重要。 此外，量子计算技术也在加速发展。黄仁勋最近在欧洲演讲中提到，量子计算的拐点即将到来，这将进 一步促进科学研究和AI进步，加速人类科技革命的步伐。我认为，这场科技革命的节奏将越来越快， 未来几年内我们可能迎来多次类似蒸汽机或电力革命级别的突破，全球经济和社会结构都将因此发生深 刻变革。 以上内容仅为案例展示，不构成投资建议，投资有风险，交易需谨慎。 注：基金投顾服务由盈米--小帮投顾服务团队提供!投资有 ...