2025.07. 16 出行服务是自动驾驶商业化落地的关键场景。按照计划，数千辆萝卜快跑无人驾驶汽车将接入Uber 全球出行网络，今年年底前，双方将率先在亚洲和中东地区部署萝卜快跑第六代无人驾驶汽车，未来 将逐步扩展至全球更多市场。服务上线后，乘客可通过Uber App呼叫到由萝卜快跑提供服务的无人 驾驶车辆。 这不是两家公司第一次合作。早在2014年夏天，百度董事长李彦宏就曾在硅谷到访Uber公司。而 Uber一开始进入中国时，曾将叫车服务、Uber站牌信息等接入百度地图，这也被视为它在华开展本 地化业务的重要一步。当时，正值百度大力布局O2O、"腾讯系"滴滴打车和"阿里系"快的打车激烈争 夺出行战场，2014年百度下场战略性投资Uber。 彼时，百度拥有数亿用户的地图业务和手机搜索，意图加码O2O领域竞争，Uber怀揣拓展中国市场 的野心，二者一拍即合。2014年时，李彦宏谈及此次投资曾对第一财经等媒体说："对于百度来说， 我们有自己的野心，希望不仅在中国，而且在全球的很多国家和市场中都能有很好的发展。" 但不到2年时间，中国网约车市场经历了激烈的竞争与巨额补贴大战，以滴滴收购优步中国而暂告一 段落。百度 ...

Core Insights - The article discusses the ongoing digital technology cooperation between China and Europe, highlighting key areas such as artificial intelligence, autonomous driving, and cross-border e-commerce as focal points for collaboration [2][3]. Group 1: Digital Cooperation Expansion - The scope of digital cooperation between China and Europe is continuously expanding, with both sides exploring new business development models amid uncertain times [2]. - Recent forums have emphasized the need for strategic reevaluation of China-Europe relations, particularly in AI development and regulation [2]. - Chinese companies like BYD and Geely are investing in Europe to promote autonomous driving technology, while firms like Huawei Cloud and Alibaba Cloud are establishing data centers and cloud solutions in the region [2]. Group 2: Trade and Investment - In June, a Sino-German smart manufacturing conference facilitated 28 trade and investment projects in sectors like new energy vehicles and AI, totaling over 6.8 billion yuan [3]. - In 2022, Volkswagen Group invested approximately 2.4 billion euros to establish a joint venture with Chinese autonomous driving company Horizon, focusing on autonomous driving solutions [3]. Group 3: Complementary Resource Endowments - China has become a significant player in global AI, quantum computing, and humanoid robotics, while the EU is increasing investments in digital transformation, particularly in AI [3][5]. - The complementary nature of resource endowments between China and Europe in digital technology innovation and economic development is highlighted, with successful collaborations already emerging in AI and autonomous driving [5]. Group 4: Global Trade Stability - Amid increasing global trade uncertainties, China and Europe are seen as crucial actors in maintaining global trade stability and innovation [8]. - The potential for further cooperation in the communications sector is significant, leveraging Europe's regulatory frameworks and China's manufacturing capabilities [7]. Group 5: AI Governance and Collaboration - There is a strong mutual interest in AI governance between China and Europe, with both sides emphasizing the importance of multilateral mechanisms to address cross-border challenges [6][8]. - Establishing a high-level dialogue mechanism for AI governance between China and Europe is suggested to enhance cooperation and develop a coordinated global governance framework [8].

数千辆萝卜快跑无人驾驶汽车将接入Uber全球出行网络，今年年底前，双方将率先在亚洲和中东地区部 署萝卜快跑第六代无人驾驶汽车。 7月15日晚，百度萝卜快跑宣布与移动出行服务平台Uber建立战略合作伙伴关系，将萝卜快跑无人驾驶 出行服务拓展至美国和中国大陆以外的全球多个市场。 截至记者发稿，百度美股上涨超8%，Uber美股开盘下跌2%。 在此之前，萝卜快跑的竞争对手小马智行、Momenta 和文远知行等都曾先后与Uber达成合作布局海外 市场，Uber的"中国朋友圈"正在不断扩大。 出行服务是自动驾驶商业化落地的关键场景。按照计划，数千辆萝卜快跑无人驾驶汽车将接入Uber全球 出行网络，今年年底前，双方将率先在亚洲和中东地区部署萝卜快跑第六代无人驾驶汽车，未来将逐步 扩展至全球更多市场。服务上线后，乘客可通过Uber App呼叫到由萝卜快跑提供服务的无人驾驶车辆。 这不是两家公司第一次合作。早在2014年夏天，百度董事长就曾在硅谷到访Uber公司。而Uber一开始进 入中国时，曾将叫车服务、Uber站牌信息等接入百度地图，这也被视为它在华开展本地化业务的重要一 步。当时，正值百度大力布局O2O、"腾讯系"滴滴打 ...

Core Viewpoint - WeRide (文远知行) is a leading global autonomous driving technology company, focusing on the development of safe and reliable autonomous driving solutions, with a strong emphasis on commercial operations and strategic partnerships [1][2]. Financial Performance - As of March 31, 2025, WeRide reported total revenue of 72.437 million RMB, representing a year-on-year growth of 1.77% [1]. - The company recorded a net loss attributable to shareholders of 385 million RMB, which is an increase of 17.73% year-on-year [1]. Upcoming Events - WeRide is scheduled to disclose its mid-year report for the fiscal year 2025 on August 20, 2023, with the actual date subject to company announcements [1]. Company Overview - WeRide, established in 2017 and registered in the Cayman Islands, operates through its domestic entity and has conducted autonomous driving research, testing, and operations in 30 cities across 7 countries, accumulating over 1,600 operational days [1]. - The company is the only technology enterprise holding autonomous driving licenses in China, the United States, the UAE, and Singapore [1]. Product and Service Offerings - WeRide has entered the commercial operation phase of autonomous driving, leading in global revenue among similar enterprises, with a product matrix that includes Robotaxi, Robobus, Robovan, Robosweeper, and Advanced Driving Solutions [2]. - The company provides various services such as ride-hailing, on-demand public transport, urban freight, intelligent sanitation, and advanced driving solutions [2]. Strategic Partnerships - WeRide has established strategic partnerships with several top global manufacturers and suppliers, including the Renault-Nissan-Mitsubishi Alliance, Yutong Group, GAC Group, and Bosch [2]. Recognition - In 2023, WeRide was ranked eighth on Fortune's list of companies changing the world, being the only Chinese company to make it into the top ten [2].

点击下方 卡片 ，关注" 自动驾驶之心 "公众号 戳我-> 领取 自动驾驶近15个 方向 学习 路线 写在前面 自UniAD（CVPR 2023 Best Paper）问世以来，端到端已经成为当下量产的主流范式。而从去年下半年开始，尤 其是DeepSeek思维链流行以来，视觉-语言-动作（VLA）相关方法伴随着具身智能的爆火，相关论文已经横扫自 动驾驶前沿领域。同时各家主机厂也争先恐后尝试落地研发，理想、文远知行、小米、小鹏等等都在大力尝试量 产。 2025年已经过半，学术界和工业界也出现了很多优秀的工作。这期间我们和很多小伙伴做了交流：VLA能落地 么？扩散模型的多模轨迹可靠么？强化学习如何优化VLA模型？如何构建强化学习的训练&推理流程？ 带着这些问题，自动驾驶之心采访了学术界和工业界第一线的大佬并做了VLA相关工作的汇总，文章按照发表 时间排序，其中不乏全球顶尖高校团队和工业界研究团队的工作。并在文末做了一些对当下工作的观点整理，感 兴趣的小伙伴不要错过呦~ 更多关于自动驾驶的讨论、技术分享和求职交流，欢迎加入 『 自动驾驶之心知识星球』 ，我们已经邀请了数百 位学术界和工业界大佬入驻~ 标题：Navi ...

Core Viewpoint - The implementation of the Private Economy Promotion Law is strategically significant, reflecting the government's support and protection for the private economy, emphasizing fair competition, property rights protection, and safeguarding the legitimate rights and interests of private enterprises [1][4]. Industry Development - The Private Economy Promotion Law encourages private economic organizations to actively participate in technological innovation and the construction of a modern industrial system, highlighting the important role of private enterprises in national technology strategies [4][5]. - The law is expected to transition the autonomous driving industry from "pilot opening" to "institutional guarantees," facilitating accelerated implementation and expansion of applications in various cities and scenarios over the next five years [4][5]. Technological Development - The complexity of autonomous driving systems presents challenges in creating safe, stable, and reliable systems that can be efficiently adapted to different vehicle types for commercial operation [6]. - The company has developed the WeRide One autonomous driving universal technology platform, which standardizes core software and hardware modules, enabling lower-cost provision of standardized autonomous driving capabilities across various vehicle types [6]. - The company has invested a total of 3.677 billion yuan in R&D from 2021 to mid-2025, with 1.091 billion yuan allocated in 2024 alone, representing over 300% of its operating revenue [6].

目前普遍认为Robotaxi比传统出租车更赚钱，这是基于误解。汇丰分析师称，Robotaxi虽无需支付司机工资，却面临大量被忽视的额外成本，如停 车费、充电费、清洁费，以及车辆出问题时的远程运维团队费用。综合考虑，Robotaxi从现金流角度，投入运营后7到8年才能实现盈亏平衡，外 界对其营收预期从"雄心勃勃"到"脱离现实"不等。 自动驾驶技术支持者近年不断做出夸张预期。特斯拉CEO马斯克曾表示Robotaxi将使公司市值增加数万亿美元，还称到明年特斯拉将有100万辆自 动驾驶汽车，这是其2019年的承诺。不过，Robotaxi实际应用正逐步推进，特斯拉上月已在得州奥斯汀启动试点服务；Alphabet旗下Waymo的自动 驾驶版捷豹I-Pace三年来完成超500万次付费载客。但Alphabet未单独披露Waymo营收数据，其"其他业务部门"每年仍亏损数十亿美元，据分析师 估计，Waymo每辆Robotaxi成本约15万美元，因装配大量昂贵传感器和激光雷达设备。特斯拉成本结构尚不清晰，马斯克称主要依靠摄像头和人 工智能，运营成本可能低于Waymo。 然而，汇丰分析师指出，特斯拉扩大Robotaxi网约车业务面临 ...

虽然Robotaxi具备成长潜力，但产业仍面临多项挑战。例如不同国家和地区自驾政策的差异，将限制 车队的跨区扩张速度。同时，自驾技术因高度复杂且依赖庞大研发投入，后进者不易进入市场。且 Robotaxi企业通常面临漫长的投资回报期，难以评估具体的获利时间点。此外，潜在的司机失业冲 击、车辆运行安全疑虑、个人隐私等社会信任问题，也将影响Robotaxi未来发展与普及。 July 15, 2025 产业洞察 Tesla（ 特斯拉 ）正在美国德州测试其自驾出租车(Robotaxi)技术，并有意拓展服务至旧金山湾区， 引发业界关注。TrendForce集邦咨询表示，美国的Robotaxi市场将由Tesla和Waymo主导，预估规模 将于2035年达365亿美元。中国的Robotaxi产业正蓬勃发展，得益于完善的供应链体系，硬件成本将 会快速降低。 Tesla首席执行官Elon Musk上周表示正等待加州监管单位许可，预计在一到二个月可在于湾区展开 Robotaxi服务。TrendForce集邦咨询表示，加州的自驾车许可证分为三个等级，分别为：有驾驶员测 试许可(Testing with a Driver)、无驾驶员测 ...

凤凰网科技讯（作者/于雷）7月15日，宝马集团宣布与中国自动驾驶技术公司Momenta达成战略合作， 双方将联合开发专门面向中国市场的智能驾驶辅助解决方案。这一合作标志着宝马在华智能驾驶战略进 入新阶段，通过深度本土化创新提升在中国市场的竞争力。 此次合作将基于国产宝马新世代车型的智能架构和硬件平台展开，重点聚焦AI大模型驱动的驾驶辅助 功能软件开发。与传统合作模式不同，双方将针对中国特有的交通环境和用户需求，打造"土生土长"的 本土化智能驾驶解决方案。 技术层面，新方案采用端到端的大模型技术架构，融合超大规模神经网络实现环境感知、路径规划和车 辆控制的一体化处理。该系统将提供全场景、点到点的领航驾驶辅助功能，覆盖高速公路及城市道路， 支持从停车位泊出到目的地泊入的全程智能驾驶辅助。 产品应用方面，该智能驾驶辅助方案将首先应用于国产新世代车型，并逐步扩展至多个细分市场的车 型。结合宝马新世代车型的"驾控超级大脑"和"全景iDrive人机交互"系统，形成完整的智能驾驶生态。 从宝马在华合作版图来看，继此前与华为、阿里等科技公司的合作后，此次与Momenta的合作将宝马与 中国科技企业的协作范围从数字生态、AI交 ...

宝马集团：与Momenta签署协议，共同开发为中国定制的驾驶辅助系统。 ...