最近几天汽车圈最大的争议，依旧是围绕自动驾驶展开的。 在此前的2025未来汽车先行者大会上，华为终端 BG 董事长余承东不仅向友商的智驾能力提出了质疑， 同时还表示自动驾驶L3定义并不合理。他表示，"L3法规标准，可能是借鉴了好多年前欧洲和国外的一 个标准，定义不是那么合理"。 同时他也呼吁，新时代要站到用户体验和交通安全的角度，来重新定义真正合理的自动驾驶标准划分。 这里很多朋友就纳闷了。自动驾驶分成L0到L5，这不已经是个常识了吗？怎么就突然不合理了？华为 提出这个标准不合理，目的又是什么？ 文 | 脑洞汽车 如果不能打开这扇门，自动驾驶这场足以载入科技史首页的变局也许将被极大推迟。 自动驾驶分级， 不是金科玉律 首先咱们可能需要打碎一个"常识"，那就是所谓的自动驾驶分级远没有想象中那么权威。它从诞生之日 起就留有Bug，并且还具有鲜明的时代局限性。 广为人知的L0-L5自动驾驶分级，最早是在2014年由国际自动机工程师学会（SAE）提出的。这个等级 划分只关注一个标准，就是自动驾驶系统需要人类驾驶员参与的比重。比如需要人类主导，自动驾驶系 统作为辅助，那么就是L2；不设方向盘的彻底无人驾驶就是L5。 这 ...

Core Viewpoint - The "Nansha Financial 30 Measures" aims to position Nansha as a significant financial hub and innovation platform within the Guangdong-Hong Kong-Macao Greater Bay Area, enhancing financial support for technological innovation and entrepreneurship [2][3][9]. Group 1: Policy Development - The "Nansha Financial 30 Measures" builds on previous policies, including the "Nansha Financial Reform 15 Measures" and the "Guangdong-Hong Kong-Macao Greater Bay Area Development Plan," to empower the local economy and industry [2][3]. - The measures include 27 financial reform and innovation initiatives across six areas, such as enhancing financial services for innovation and entrepreneurship, improving social welfare financial services, and promoting cross-border financial innovation [3][4]. Group 2: Financial Support for Innovation - Financial institutions are encouraged to innovate their product offerings and create tailored financial services that meet the specific needs of different industries [4][5]. - Agricultural Bank of China has provided significant financial support, issuing loans totaling 4 billion yuan to over 500 tech enterprises and 3,000 small and micro businesses in Nansha over the past three years [5]. Group 3: Cross-Border Financial Integration - The measures promote cross-border financial integration, including the establishment of a direct capital account for foreign investment enterprises, facilitating smoother capital flows [6]. - The collaboration between Guangzhou Data Exchange and Hong Kong's digital asset platforms aims to enhance data trading services and foster a data-driven economy [8]. Group 4: Strategic Industry Upgrades - The focus on strategic industry upgrades emphasizes the need for a diverse and innovative financial service system that aligns financial resources with industry demands [4][10]. - The measures are expected to create a new advantage for Nansha, combining economic development with financial hub capabilities, thereby enhancing the region's global competitiveness [10]. Group 5: Risk Management and Regulatory Framework - The importance of balancing reform with risk management is highlighted, advocating for enhanced monitoring of cross-border capital flows and the adoption of regulatory technologies [11]. - The use of regulatory sandboxes for testing financial innovations in a controlled environment is suggested as a way to encourage innovation while mitigating risks [11].

以下文章来源于铅笔道 ，作者黄小贵 铅笔道 . 最近10年，获得融资最多的科技媒体之一，关注科技主流趋势。自2015年成立以来，始终践行"Pencil never lies"的内容理念，真实报道创新企业15000家， 内容单周最高影响1600万人群。 无人驾驶先搞定了商用车。 文 ｜ 黄小贵 来源｜ 铅笔道（ID：pencilnews） 封面来源 ｜ 视觉中国 5月28日，驭势科技（北京）股份有限公司（下称驭势科技）向香港交易所主板提交了上市申请书。 驭势科技是一家自动驾驶技术提供商，依托自主研发的U-Drive®智能驾驶平台，在业务上已经形成可规模化部署的L3-L4级智能驾驶系统，可以满足多场 景、高级别的自动驾驶需求，从乘用车到商用车全部覆盖，目前已应用在包括汽车制造、危险化工、食品加工、农业养殖、重工制造、民航机场、产业园 区十多个行业及领域。 驭势科技总部和研发中心设立在北京，在上海嘉定和浙江嘉善分别设有研发中心。 驭势科技创办于2016年，其联合创始人、董事长、CEO为吴甘沙。 吴甘沙人生的前半段，是一位典型的理科学霸的经历。 吴甘沙是江苏（南通）海门人，生于1976年，1993年毕业于海门中学，同 ...

Core Viewpoint - The GAC Aion Baolong autonomous driving vehicle equipped with Pony.ai's seventh-generation autonomous driving system has officially received a road testing license for intelligent connected vehicles, marking its entry into real traffic environments for public road testing in Guangzhou and Shenzhen [1] Group 1 - The vehicle has completed validation in laboratory and closed environments before moving to real-world testing [1] - This development signifies a significant step forward in the deployment of autonomous driving technology in urban settings [1]

Core Insights - The Guangdong Free Trade Zone (FTZ) in Nansha has celebrated its 10th anniversary, showcasing ten landmark institutional innovations and ten areas of cooperation that promote integration in the Guangdong-Hong Kong-Macao Greater Bay Area [1][2] Group 1: Institutional Innovations - Nansha FTZ has developed a total of 45 institutional innovations and 136 achievements that have been replicated nationwide and at the provincial level [1] - Key innovations include a new cross-border e-commerce regulatory model, a "one-stop" regulatory model for cross-border e-commerce export returns, and an intelligent local financial risk monitoring platform [1][2] - The "business registration confirmation system" reform initiated in 2017 has been recognized and promoted as a best practice across the national free trade zones [2] Group 2: Economic Development and Collaboration - Nansha has established nearly 90 associations and over 3,500 enterprises from Hong Kong and Macao, contributing significantly to the integration of the Greater Bay Area [3] - The region has implemented various policies to support Hong Kong and Macao residents, including exemptions from pension and unemployment insurance, enhancing the quality of life in the Greater Bay Area [3] - Nansha is focusing on creating new platforms for youth entrepreneurship and employment, with over 1,100 projects from Hong Kong and Macao in its innovation bases [3] Group 3: Future Development Plans - Nansha aims to deepen reforms and enhance its role as a demonstration area for modern Chinese development, focusing on systemic integration reforms and exploring greater investment, trade, and personnel mobility freedoms [4] - The region plans to leverage its advantages in logistics and finance, with over 200 shipping routes and a capacity of 20 million TEUs annually, to enhance global resource allocation capabilities [4]

6月5日，中国（广东）自由贸易试验区广州南沙新区片区十周年建设成果发布活动举行，正式发布十大 标志性制度创新案例，以及促进粤港澳一体化发展十大领域合作成果。 以制度创新为核心、以高水平开放为引领，过去十年，南沙高标准对接国际经贸规则，在贸易、投资、 航运、金融、人才以及港澳合作等方面为国家试制度、探新路，从"试验田"蝶变"高产田"。 不仅如此，南沙"无证明自贸区"、综合行政执法等一批改革事项，也在全国、全省叫得响、立得住、走 前列。其中全球优品分拨中心入选服贸会示范案例，"跨境电商出口退货'一站式'监管新模式"入选2024 年全国自贸区第五批"最佳实践案例"。 充分发挥自贸区先行先试优势之下，南沙的自贸区制度创新综合排名连续多年稳居全国前三。过去十年 间，这项制度红利始终不断在推动南沙高质量发展。 自2015年挂牌自贸区以来，南沙地区的生产总值从1139亿元提高至2024年的2301亿元，增长约1倍，形 成产值近2000亿元的汽车产业集群，集聚超400家生物医药企业，实现第三代半导体全产业链布局，战 略性新兴产业增加值占GDP的比重达37.8%，经济规模和质量实现双提升。 当然，制度创新究竟带来了怎样的实际效 ...

Summary of Robotaxi Industry and Company Developments Industry Overview - The Robotaxi industry is experiencing rapid commercialization in the United States, with San Francisco approving all-weather commercial operations and states actively advancing autonomous driving legislation to support testing and commercialization [1][2] - China has defined 2025 as the year for Robotaxi commercialization, with ongoing improvements in high-level autonomous driving legislation and pilot projects for integrated vehicle-road-cloud systems [1][4] Key Companies and Developments Tesla - Tesla is leveraging its large fleet to accumulate data, optimize models, and innovate its Robotaxi business model, planning to deploy unmanned test vehicles in Austin, Texas, with an expected operational fleet of 110,000 vehicles by 2026 [1][5][6] - The company aims to enhance its Full Self-Driving (FSD) software monetization and has changed the landscape of partnerships in the autonomous driving sector, allowing better cost control [5][6] Baidu - Baidu's Robotaxi service, "Luobo Kuaipao," has launched in 11 cities, providing over 11.4 million global rides in Q1 2025, a 75% year-on-year increase, and has penetrated 36 cities in total [1][7] Pony.ai and WeRide - Pony.ai is entering its production year, planning to deploy around 1,000 vehicles by the end of 2025 and has formed a strategic partnership with Uber for testing in the Middle East [1][8] - WeRide has also received a commercial license for all-weather operations in San Francisco, marking a significant milestone for Robotaxi commercialization in the U.S. [2] Other Companies - Companies like Zhongyuan Zhixin, Yunnei Power, and Baixingniu are advancing L3-level autonomous driving in the unmanned logistics sector, creating investment opportunities in the upstream supply chain [3][11] - GAC Group, BAIC Blue Valley, and Dongfeng Technology are also making strides in the Robotaxi space, with GAC's ride-hailing service and BAIC's collaboration with Pony.ai for vehicle production [9] Legislative and Technological Support - The U.S. National Highway Traffic Safety Administration is set to release a regulatory framework for Robotaxi operations, addressing key issues such as operational qualifications and accident liability [2] - In China, the government is enhancing regulations and infrastructure to support high-level autonomous driving, with significant investments in technology development and cost reduction for L2+ level driving assistance [4][6] Investment Opportunities - The commercialization of Robotaxi is expected to create investment opportunities in upstream industries, particularly in areas like line control braking, line control steering, and domain controllers [3][12][13][14] - Companies such as Boteli, Nissin, Desay SV, and Jingwei Hengrun are positioned to benefit from the growing demand for advanced driving technologies [12][14] Conclusion - The Robotaxi industry is on the brink of significant growth, driven by technological advancements, regulatory support, and strategic partnerships among key players. The developments in both the U.S. and China indicate a robust future for autonomous driving services and related investments [1][17]

Core Viewpoint - The article discusses the current market trends and investment opportunities, highlighting sector rotations and the importance of monitoring market volume for potential breakthroughs in index levels [3][4]. Market Overview - On June 6, the three major stock indices opened mixed, with the Shanghai Composite Index at 3,384.29 points, up 0.01%, the Shenzhen Component Index at 10,205.52 points, up 0.02%, and the ChiNext Index at 2,047.87 points, down 0.04% [2]. Expert Opinions - **Orient Securities**: Anticipates a rotation in market sectors in the second half of the year, suggesting that current levels present good investment opportunities. Close monitoring of market volume is essential for potential breakthroughs above 3,400 points [3]. - **HaiShun Securities**: Maintains a positive outlook for the market, indicating a possibility of further upward movement towards the 3,400-point key level. Emphasizes the need for precise market timing and sector focus for low-cost investments [3]. - **JinYuan Securities**: Recommends focusing on specific investment opportunities that align with the current market logic, noting that certain sectors are driving market sentiment and could attract more capital [4]. Sector Insights - **CITIC Securities**: Highlights that the L4 autonomous driving trend and the new vehicle cycle are key investment themes in the automotive sector. The market is catching up with industry trends, indicating potential upward momentum [7]. - **Galaxy Securities**: Points out the implementation of green electricity direct connection policies, which could benefit renewable energy consumption and help companies reduce electricity costs. This presents a pivotal opportunity in the renewable energy generation sector [9].

Core Viewpoint - The establishment of a mandatory national standard for intelligent connected vehicles' combined driving assistance systems aims to clarify safety requirements and enhance product safety performance in the rapidly developing intelligent driving industry [1][3]. Group 1: National Standard Development - The Ministry of Industry and Information Technology proposed the national standard project for "Safety Requirements of Intelligent Connected Vehicles' Combined Driving Assistance Systems," with a project duration of 22 months [1]. - The standard will apply to M and N category vehicles equipped with combined driving assistance systems, covering general technical requirements such as motion control capability, driver state monitoring, system detection capabilities, and safety requirements [1][3]. Group 2: Industry Concerns and Safety Risks - There is a widespread belief that L3 level is a critical transition from assistance to automation in the autonomous driving industry, while most current intelligent driving features are at L2 level [2]. - Some industry insiders express concerns that marketing strategies by car manufacturers may mislead users into over-relying on L2 systems, equating them with full automation, which poses safety risks [2][5]. Group 3: Regulatory Impact and Industry Response - The new regulations are intended to ensure that technology is implemented safely, rather than restricting technological advancement [5]. - Major cities like Beijing and Shanghai are accelerating the establishment of high-level autonomous driving demonstration zones, with several automakers pushing for L3 level technology deployment [5]. Group 4: Commercialization and Market Trends - Robotaxi services are seen as a promising commercial application, with significant growth in order volumes, indicating accelerated commercialization in the sector [5]. - Companies like Tesla are planning to launch Robotaxi operations, which may lead to significant technological changes in the industry [5].

据报道，亚马逊即将在其旧金山办公室的"人形公园"内测试人形机器人，以取代部分人工配送岗位，削减运营成本；公司 还同时在测试Rivian电动货车与机器人的互动，为其主营业务——全球包裹配送——的自动化铺平道路。 硬·AI 作者 | 李笑寅 编辑 | 硬 AI 亚马逊正在悄然布局自动驾驶+人形机器人配送，有望颠覆物流行业格局。 据媒体援引知情人士消息， 亚马逊即将在其旧金山办公室的"人形公园"内测试人形机器人，目标是取代部 分人工配送岗位，削减巨额运营成本。 亚马逊推动配送自动化的动机显而易见：成本控制。 作为全球最大的电商平台之一，亚马逊雇佣数十万名 配送工人，人工成本高企。 而人形机器人交付仅是第一步，要完全取代送货员，还需要实现他们驾驶车辆的自动化。如果人形机器人 能够与自动驾驶车辆结合，甚至在人类司机旁协助配送，整体效率将显著提升。 此举也将为其主营业务——全球包裹递送——的自动化铺平道路。 媒体还透露，亚马逊已将一辆Rivian电动货车放置在这个"人形公园"内，以帮助测试机器人如何与车辆互 动。 这一内部项目模仿了自动驾驶汽车开发的路径——首先在封闭环境测试，然后才会扩展到公共领域。 据报道介绍，这个相 ...