2025年5月27日，全球领先的自动驾驶科技公司文远知行WeRide(NASDAQ：WRD)公布沙特阿拉伯(Saudi Arabia)市场拓展战略，标志着公司全球化商业版图 进一步扩大。作为进入沙特市场的第一步，文远知行已在利雅得、埃尔奥拉等沙特重点城市，测试并部署Robotaxi、Robobus、Robosweeper等自动驾驶产 品，为后续公司在沙特全域范围内的规模商业化运营奠定基础。 NEW BE mich street 745 Pr 2 117 x STATE 2-25 6-11/29 .. Burnit 1. 12. rself Toplan : 1988 4. 179 de :174 " " " " " 75 11 1 879 de District 1972 999 11 12 12120 . - 11:58 1 STATE DYC r a nd 2 100 r 12 124 11 i - Ship d 1 6 45 198 res 11:1 11 11 901 ( 25 1) a 4.17 7 " " d for 19 6 7 6 2017 p = 11-01 ( 1972) 2 6 A 3 ...

Group 1 - The Beijing Municipal Bureau of Economy and Information Technology has issued the "Beijing Action Plan for Promoting High-Quality Opening of High-Precision Industries (2025)", which includes 24 measures across five areas to support foreign investment [1] - The plan emphasizes the acceleration of foreign investment in the biopharmaceutical industry, including the establishment of an international pharmaceutical innovation park and the promotion of key projects [1] - Foreign enterprises are encouraged to participate in the innovation ecosystem and are eligible for rewards for effectively utilizing foreign innovation resources in technology research and development, industry ecosystem creation, standard formulation, and talent cultivation [1] Group 2 - The plan supports foreign enterprises in participating in the construction of smart factories and encourages the development of green technologies and products [2] - It aims to provide services for foreign innovative small and medium-sized enterprises (SMEs) through specialized centers and service stations, facilitating access to resources and collaboration [2] - The plan also focuses on the digital economy and the establishment of open platforms, supporting foreign investment in creating benchmark cities for the digital economy and participating in data asset transactions [2]

Group 1 - The company received a development notification from a leading domestic brand, confirming its selection as a supplier for a certain model's combined driving assistance solution, utilizing Horizon Journey® 6M chip [2] - This selection signifies the deepening of the partnership and further enhances the company's market competitiveness [2] - As of the end of 2024, the company has completed orders for 32 models in its self-developed autonomous driving product series and has delivered 22 models in mass production [2] Group 2 - In 2024, the company became the first globally to achieve mass production delivery of a BEV model on a relatively low computing power TI TDA4 chip, accelerating the adoption of autonomous driving in the passenger vehicle industry [3] - The company has deployed a fully automated production line for IFC intelligent front-view integration machine and iDC parking integration domain controller, ensuring high-quality and large-scale product delivery while reducing production costs [3] - The company is continuously optimizing its supply chain system to diversify chip suppliers, enhancing its bargaining power and providing industry-leading cost-performance products to customers [3]

Core Viewpoint - The Beijing Municipal Bureau of Economy and Information Technology has issued the "Beijing Action Plan for Promoting High-Level Opening of High-Precision Industries (2025)", which encourages foreign investment in key application scenarios such as advanced autonomous driving, robotics, and hydrogen energy [1] Group 1 - The action plan supports foreign enterprises in conducting technical testing and demonstration applications based on key scenarios [1] - It promotes the use of various software adaptation and verification platforms developed in the city, facilitating mutual recognition and adaptation of domestic and foreign software products in terms of agreements, interfaces, and standards [1] - The initiative aims to collaboratively form solutions and build a software ecosystem with foreign enterprises [1]

科捷智能、 德邦股份2连板，此前 云内动力走出5天3板， 金龙汽车涨停， 开勒股份、 通达电气、 湘邮 科技、 中邮科技等涨幅靠前。消息面上，据《科创板日报》记者梳理，今年以来，白犀牛、卡尔动 力、九识智能等聚焦物流场景的自动驾驶企业陆续完成新一轮融资。其中，白犀牛获得 顺丰与鑫源汽 车联合投资2亿元，计划在50城部署2000台无人车；九识智能完成超4.3亿美元融资，2024年交付超3000 台。 ...

(20%) (2%) 16% 34% 52% 70% 24/5/27 24/8/7 24/10/18 24/12/29 25/3/11 25/5/22 ◼ 子行业评级 2025 年 05 月 26 日 行业周报 看好/维持 计算机 计算机 计算机行业周报（20250519-20250525）： 关注 Robotaxi 的产业进展 ◼ 走势比较 | 计算机设备 | 无评级 | | --- | --- | | 计算机软件 | 中性 | | IT 服务 | 无评级 | | 云服务 | 无评级 | | 产业互联网 | 无评级 | 相关研究报告 << 计 算 机 行 业 周 报 （ 20250512- 20250518）： 腾讯、阿里财报发布， AI 驱动效果显著>>--2025-05-20 << 计 算 机 行 业 周 报 （ 20250506- 20250511）： 鸿蒙 PC 发布，强化 1+N 布局>>--2025-05-12 <<收入持续向好，积极布局 AI 及机 器人领域>>--2025-05-07 证券分析师：曹佩 电话： E-MAIL：caopeisz@tpyzq.com 分析师登记编号：S119052 ...

5月20日，自动驾驶行业迎来重磅合作消息。全球领先的自动驾驶科技公司文远知行WeRide与腾讯云正 式签署深化战略合作协议，双方将在Robotaxi规模商业化运营、智能驾驶技术研发及海外市场拓展等领 域展开长期深度合作，携手推动自动驾驶产业迈向新高度。 根据协议，双方将共同推进L4级自动驾驶Robotaxi的规模商业化运营，在微信端内的"出行服务"、腾讯 地图等应用中，接入文远知行的Robotaxi服务，为用户带来更安全、更便捷、更舒适的自动驾驶出行新 选择。腾讯还将为文远知行在Robotaxi的技术研发、商业运营等环节提供云和地图数据服务。 面向全球化发展，双方将共建面向海外市场的智能驾驶解决方案。腾讯云将依托全球化的云基础设施及 运营经验，为文远知行提供海外本地化合规的云服务，搭建高效、稳定的智能驾驶运营网络。得益于 此，拥有众多海外市场先发优势的文远知行，将加速各类自动驾驶产品在海外市场的规模化商业落地。 双方还将深度共建"云图一体"的数据驱动平台和工具，并打造全流程数据合规的解决方案，加速智能驾 驶技术研发和量产落地。 此次战略合作的升级，标志着双方合作广度和深度进一步拓展，有望再次引领智能驾驶解决方 ...

Group 1 - The core viewpoint of the articles highlights the strong performance and strategic positioning of the company, Wenyan Zhixing, in the Robotaxi sector, supported by positive ratings from Huaxin Securities and JPMorgan [1][6] - Wenyan Zhixing's Q1 2025 financial report shows a total revenue of 72.44 million yuan, with a gross margin of 35.0%, indicating robust growth and industry leadership [1][6] - The company has significantly increased its Robotaxi revenue to 16.1 million yuan, accounting for 22.3% of total revenue, and has deepened its strategic partnership with Uber, securing an additional $100 million equity investment [1][4] Group 2 - The period of 2025-2026 is predicted to be a critical window for the scaling of Robotaxi operations, with operational efficiency being key to commercial success [3] - Wenyan Zhixing has made significant advancements in the Robotaxi field, including a partnership with Uber and the Dubai Roads and Transport Authority to launch Robotaxi services in Dubai by the end of the year [3][4] - The company has also established a 24-hour autonomous driving service network in Guangzhou and plans to launch the first fully unmanned Robotaxi fleet in the Middle East by Q2 2025 [4][6] Group 3 - The combination of strong financial performance, strategic partnerships, and a focus on global expansion is creating a competitive barrier for Wenyan Zhixing in the Robotaxi market [6] - The company's early preparations for the upcoming scaling window and its advantages in technology iteration and market layout are expected to enhance its leading position in the industry [6]

Core Insights - Embodied Intelligence (EI) is a cutting-edge field at the intersection of artificial intelligence and robotics, aiming to integrate physical and cognitive capabilities in machines, enhancing their ability to interact with complex environments [1][7][21] - The market for embodied intelligence in China is projected to grow from 404.7 billion yuan in 2020 to 863.4 billion yuan in 2024, and is expected to reach 973.1 billion yuan by 2025 [1][7][22] Industry Overview - EI seeks to overcome limitations of traditional AI by enabling machines to perceive and interact with their environments like biological entities, thus paving the way for advancements in autonomous decision-making and execution capabilities [1][7] - The Chinese government has recognized the importance of EI, as highlighted in the 2025 government work report, which emphasizes the cultivation of future industries including EI [1][5] Current Industry Status - The EI market in China has seen rapid expansion, with significant advancements attributed to the emergence and iteration of large AI models [7][21] - The application of EI is primarily concentrated in robotics and autonomous vehicles, with the robotics sector accounting for over 55.6% of the market share, while autonomous driving holds 44.4% [9][11] Application Market - The robotics market in China is projected to reach 25 billion USD by the end of 2024, with an annual growth rate of 21% [11] - The autonomous driving market is expected to grow to 399.3 billion yuan in 2024, nearing 450 billion yuan in 2025, indicating a rising demand for EI technologies in this sector [13] Competitive Landscape - Major companies in the EI space include Tesla, Google, NVIDIA, and domestic firms like Yushutech, Xiaomi, and Huawei, all actively innovating and expanding their EI capabilities [15][19] - Notable developments include Huawei's collaboration with robotics firms to explore applications of their large models in humanoid robots, and advancements in AI-driven automation solutions by companies like Estun and Siasun [17][19] Future Trends - The EI industry is expected to experience a surge in technological innovation, particularly in perception, decision-making, and control, with significant improvements in 3D vision and tactile sensing technologies by 2025 [21][22] - The application scenarios for EI are diversifying, extending from industrial manufacturing to healthcare, services, and education, with collaborative robots increasingly replacing hazardous tasks in various sectors [22][23] - The establishment of a shared data ecosystem and open-source initiatives is anticipated to accelerate technological advancements and foster collaboration across the industry [24]

Group 1 - The forum focused on the commercialization path of autonomous driving trunk logistics, gathering representatives from academia and industry [1][3] - The application of autonomous driving technology is expected to significantly reduce costs and improve efficiency in China's trunk logistics, contributing to high-quality economic development [3] - The trunk logistics sector is responsible for over 70% of national freight transport, making autonomous driving a key technology for transforming the road freight industry and enhancing safety [3][4] Group 2 - The report titled "Autonomous Driving Trunk Logistics Commercialization Report" indicates that the sector has entered a new stage of potential breakthroughs, with advancements in technology costs, business models, market conditions, and policies [4] - Discussions during the forum aimed to break down industry barriers and promote cross-sector collaboration in the field of autonomous driving trunk logistics [5]