据知情人士透露，总部位于北京的百度已在与Swiss Post旗下提供公共巴士服务的部门PostAuto进行商谈，以便在瑞士推 出萝卜快跑(Apollo Go)无人驾驶出租车服务。知情人士称，百度计划未来几个月内在瑞士设立当地实体，并在今年年底 前开始测试该技术。这些知情人士称，百度计划在土耳其推出萝卜快跑。中国和美国的自动驾驶公司希望通过网约车服 务以及用于消费者车辆的先进驾驶辅助系统将其技术商业化。 中东是另一个关键战场，在那里，优步已与百度的中国竞争对手合作部署无人驾驶出租车。文远知行本月早些时候表 示，将于今年年中前与优步在阿布扎比共同推出至少50辆无人驾驶出租车，并扩大了合作伙伴关系，计划在未来五年内 将自动驾驶汽车推广到另外15个城市，包括欧洲城市。小马智行(Pony AI)表示，今年将与优步在中东地区的一个关键市 场推出自动驾驶汽车服务。小马智行的投资者包括丰田(Toyota)。百度在3月表示，计划今年年底前在迪拜市中心部署 100辆完全自动驾驶汽车，并力争到2028年将其车队规模扩大到至少1000辆。该公司打算推进去年12月在香港启动的萝 卜快跑测试，在无人驾驶车辆中搭载乘客。 特斯拉(Tesl ...

访问36氪出海网站letschuhai.com，获取更多全球商业相关资讯。 今日好文 关注｜另一场外卖"大战"，在巴西 Keeta 和滴滴来袭，iFood 携手 Uber，巴西市场的外卖大战一触即发。 在海外，骗子太懂中国人 "中国人专骗中国人"，是对所有同胞的一种污名化，篱笆扎得紧，野狗钻不进。 中美关税休战第一周，外贸人从惊魂未定到订单爆火 光伏锂电出海生变？美众议院拟终止清洁能源税收抵免 特朗普政府正通过取消清洁能源的税收抵免全面终结拜登时代的绿色政策，这无疑将给美国清洁能源产业带来一记新的重击，也将给中国光伏、锂电企业出 海美国带来更大的不确定性。 热点快讯 报道称字节跳动寻求在2025年实现20%的收入增长 据报道，字节跳动寻求在2025年实现20%的收入增长。（智通财经） 所有人都在抢时间。事情的走向还远未确定。 并不是回到原点 关税可以降低，但世界秩序已经难以回到原点。 川普中东走一圈，土豪万亿送上门，英伟达收大礼包 特朗普在访问中东期间，与沙特达成有史以来两国最大规模的商业协议。 中国自动驾驶出海加速 百度萝卜快跑布局日瑞土，多企竞逐海外 Robotaxi 遇挑战。 阿里巴巴集团 CEO 吴泳 ...

Core Insights - The article discusses the transformative potential of autonomous driving and unmanned logistics in reshaping global transportation and supply chains, highlighting significant cost reductions and efficiency improvements [1][15] - It emphasizes the challenges that the industry faces, including technological maturity, regulatory issues, and the need for a viable business model [1][4] Group 1: Market Potential and Trends - The report predicts that by 2030, the automated delivery market could reach nearly $900 billion, with last-mile delivery accounting for approximately $440 billion and mid to long-distance autonomous transport for about $420 billion [1] - The logistics sector is experiencing a significant shift, with the last mile being the most complex and costly part, representing 60% of total logistics costs [8][10] - The cost of logistics unmanned vehicles is decreasing significantly, with examples showing that the price of L4 autonomous vehicles can drop to as low as 39,800 yuan ($5,500) [10] Group 2: Competitive Landscape - The logistics unmanned vehicle sector is crowded with various players, including large logistics companies and emerging tech firms, leading to a diverse competitive environment [4] - Major players like Meituan, JD Logistics, and Cainiao are developing their own unmanned vehicles to enhance their logistics systems [4] - Startups like Ninebot and JiuSi Intelligent are rapidly iterating their products and have achieved significant milestones, such as the delivery of their first L4 city distribution model [5][7] Group 3: Technological Advancements - Ninebot's latest unmanned vehicles utilize advanced technology, including a dual Orin Drive computing platform and solid-state LiDAR, which significantly reduces costs and enhances performance [7][10] - The industry is witnessing a trend of cost reduction in components, with solid-state LiDAR being 60% cheaper than traditional mechanical versions [8][10] - The overall cost of unmanned vehicles in China is reported to be one-tenth of similar products in the U.S., marking a significant breakthrough [10] Group 4: Global Expansion and Challenges - Ninebot is actively pursuing a global strategy, having obtained the first unmanned logistics vehicle license in Singapore and securing orders in Austria and Japan [12] - The company faces challenges in adapting to different regulatory environments and local market needs, which may differ significantly from domestic scenarios [12][13] - The logistics unmanned vehicle market in China is expected to grow significantly, with projections indicating a potential market size of trillions by 2030 [15][16]

Core Insights - Carlyle Group Inc reported a total market value of $3.80 billion for Q1 2025, down from $4.15 billion in the previous quarter, representing an 8% decrease [1][2] - The firm made no new stock purchases, increased its position in one stock, reduced holdings in five stocks, and completely exited four stocks [1][2][5] - The top ten holdings accounted for 99.33% of the total market value [2] Holdings Summary - StandardAero remains the largest holding with approximately 134 million shares valued at about $3.6 billion, making up 92.44% of the portfolio, with a significant increase in shares by 1912.52% [3][4] - Soleno Therapeutics is the second largest holding with around 860,980 shares valued at approximately $61.4 million, representing 1.59% of the portfolio, showing a decrease of 37.41% in shares [3][4] - WeRide (文远知行) holds the third position with about 3.42 million shares valued at approximately $46.5 million, maintaining its share count from the previous quarter [3][4] - Phathom Pharmaceuticals and Pony.ai are the fourth and fifth largest holdings, with values of approximately $21.9 million and $20.8 million, respectively, both maintaining their share counts [3][4] Sell and Exit Activities - Carlyle Group completely exited positions in Ramaco Resources-A, Riley Exploration Permian, Robinhood, and Spyre Therapeutics during the first quarter [3][5] - The top sold stocks included Getty Images, Riley Exploration Permian, Robinhood, Spyre Therapeutics, and Ramaco Resources, with minimal changes in portfolio percentage [5][7]

Core Viewpoint - Pony.ai, a prominent player in the autonomous driving sector, faces significant challenges following a recent incident where one of its Robotaxi vehicles caught fire, raising concerns about the safety and reliability of its services [1][3][16]. Group 1: Incident Overview - On May 13, a Pony.ai Robotaxi in Beijing caught fire after hitting a roadside green belt, leading to severe damage to the vehicle [1]. - The company stated that the vehicle detected an abnormal state and triggered an emergency stop, with no passengers on board at the time of the incident [1][3]. - Following the incident, Pony.ai suspended operations in the Beijing Yizhuang area, prompting users to adjust their travel plans [3][18]. Group 2: Financial Impact - Pony.ai's stock price, which was around $20 on May 12, dropped to $16.175 by May 15, marking a nearly 20% decline in just three days [3][16]. - The company has been experiencing continuous financial losses, with net losses of $148 million in 2022, $125 million in 2023, and projected losses of $257 million in 2024, totaling $548 million over three years [8][22]. Group 3: Business Model and Challenges - Pony.ai has struggled with the commercialization of its L4 autonomous driving technology, particularly in the Robotaxi segment, which has not yet contributed significantly to overall revenue [4][22]. - The company has diversified its operations with Robotruck and licensing segments, which have generated higher revenues compared to Robotaxi [6][24]. - Despite the setbacks, the company remains committed to expanding its Robotaxi business, viewing it as a critical component for future growth [10][25]. Group 4: Future Outlook - Pony.ai plans to produce 1,000 Robotaxi vehicles in 2025, aiming for profitability as the market for autonomous taxis is expected to grow significantly [19][27]. - The company’s leadership has expressed confidence in overcoming current challenges, emphasizing the importance of addressing safety concerns to regain market trust [29].

2025年5月16日，"全球Robotaxi第一股"文远知行WeRide(Nasdaq: WRD)宣布，在阿布扎比开启纯无人驾 驶Robotaxi试运营，打造中东地区第一支纯无人Robotaxi车队。从2025年第二季度起，文远知行的 Robotaxi车队将在阿布扎比公开道路开展没有安全员的纯无人试运营，是阿布扎比智慧出行系统建设的 又一里程碑。 "文远知行再次书写了自动驾驶行业的发展历史，成为首个在中东开启纯无人Robotaxi试运营的科技企 业，展现了我们在全球最具活力的城市环境中的自动驾驶技术领导力。"文远知行CFO兼国际负责人李 璇表示，"与此同时，我们将Robotaxi服务拓展到了玛丽亚岛、瑞姆岛等高需求区域，为中东地区更多 用户提供智慧出行服务。这不仅验证了我们的技术成熟度，更将推动我们迈向Robotaxi的大规模商业化 落地。" 文远知行将阿联酋作为自动驾驶创新与新增的核心市场，正在加速全球业务拓展。早在2023年7月，文 远知行就获得了阿联酋首个自动驾驶路跑牌照，获准在其境内所有公开道路测试和运营，这也是中东乃 至全球首个国家级全域全车型自动驾驶牌照。 2024年9月，文远知行和Uber建立战 ...

Group 1 - Pony.ai plans to submit a confidential IPO application to the Hong Kong Stock Exchange, which has led to a 17% increase in its ADR trading in the US [2] - The acceleration of Pony.ai's listing plans is closely related to the ongoing trend of Chinese companies returning to the Hong Kong market [3] - The Hong Kong Stock Exchange has introduced a new mechanism allowing technology and biotech companies to submit IPO applications confidentially, aligning with Pony.ai's current plans [4] Group 2 - The trend of Chinese companies returning to Hong Kong has been highlighted by recent events, including Zeekr's announcement to privatize and delist from the US market [3] - Approximately 30 Chinese companies are eligible for listing in Hong Kong, which could potentially increase the average daily trading volume by about 1% [4] - The founders of Pony.ai have voluntarily extended their share lock-up period by 540 days, covering approximately 22.9% of the company's total equity, reflecting their confidence in the company's long-term strategy [6]

Core Viewpoint - Guangdong Province has introduced a series of measures to stimulate market vitality and accelerate the construction of a modern industrial system, focusing on nurturing new productive forces and optimizing services for over 19 million market entities [1][2] Group 1: Policy Measures - The new policy includes 12 measures aimed at fostering new productive forces, optimizing lifecycle services, and enhancing foreign investment attraction [1][2] - A total of over 1 trillion yuan industrial investment fund will be established to support early-stage investments in hard technology sectors [2][8] - The policy addresses financing challenges for enterprises by implementing a "fiscal interest subsidy + government guarantee" strategy, with a maximum annual subsidy of 200 billion yuan for new bank loans to eligible manufacturing and high-tech enterprises [2][3] Group 2: Financing Support - The annual subsidy for bank loans is capped at 200 billion yuan, which is approximately 30% of the expected increase in manufacturing loans for 2024 [3] - The provincial government plans to increase funding for the government guarantee system, potentially supporting over 100 billion yuan in new financing for small and medium-sized enterprises [3] - Financing guarantees will help enterprises that do not meet bank loan criteria to obtain credit, thereby addressing the financing bottleneck [3] Group 3: Service and Infrastructure - The policy establishes a comprehensive service system for enterprises, ensuring that major advanced manufacturing projects receive necessary land and permits promptly [4][5] - Approximately 600,000 acres of industrial land will be designated to support the long-term development of the manufacturing sector [4] - The "Million Talents Gather in South Guangdong" initiative aims to attract high-level talent by simplifying residency processes for skilled individuals [5] Group 4: Foreign Investment Incentives - The new measures enhance incentives for foreign investment, including a maximum reward of 1.3 million yuan for multinational company headquarters and up to 600,000 yuan for foreign R&D centers [6][7] - In the first quarter, Guangdong saw a 16.9% increase in newly established foreign enterprises, with actual foreign investment reaching 35.76 billion yuan [6][7] Group 5: Economic Impact - The strategic focus on 12 key sectors aligns with national strategies and highlights Guangdong's role as a major economic player, with 20 strategic industrial clusters achieving a 5.2% increase in value-added output [8] - The combination of a large market, robust supply chains, and a skilled workforce positions Guangdong as a preferred destination for global investment [8]

Group 1 - Baidu plans to expand its autonomous taxi service "Luobo Kuaipao" to Europe, specifically discussing a partnership with PostAuto in Switzerland [1] - The company aims to establish a subsidiary in Switzerland within the next few months and begin testing Robotaxi services by the end of this year [1] - Baidu has also announced plans to expand its services to Turkey and has already initiated operations in Dubai and Abu Dhabi earlier this year [1] Group 2 - Pony.ai has entered a global strategic partnership with Uber, with plans to launch its Robotaxi services in the Middle East this year and expand to more international markets in the future [2] - The company has established R&D centers in China, the U.S., and Luxembourg, and has obtained autonomous driving testing and operational licenses in multiple regions [2] - WeRide has also formed a strategic partnership with Uber, planning to launch Robotaxi services in Abu Dhabi by December 2024, marking Uber's first Robotaxi service outside the U.S. [2] Group 3 - Analysts suggest that while there are safety concerns that may pose regulatory challenges for Robotaxi services in Europe, the high labor costs for traditional taxis make it a potentially lucrative market [3] - The expansion of Chinese autonomous driving companies like Baidu, Pony.ai, and WeRide into international markets is seen as a significant step in promoting Chinese technology globally [3] - The key challenge for these companies will be navigating varying safety standards, regulatory policies, and public acceptance in different countries [3]

Group 1 - Meituan's Keeta is expanding into Brazil, indicating a shift in the outbound strategy of Chinese companies towards global competition and industry division [2] - The drop in tariffs has encouraged companies to confidently enter the U.S. market, with no European e-bike companies willing to forgo this opportunity [3] - Yiwu's small commodity market is adapting well to unprecedented tariff wars due to its strong market adaptability and product advantages [4] Group 2 - Following the reduction of tariffs, U.S. importers and retailers have expressed relief, with companies like Shark Ninja and Basic Fun planning immediate shipments to U.S. ports [9] - Container shipping bookings from China to the U.S. surged nearly 300% after the mutual tariff reductions, with average bookings increasing from 5,709 to 21,530 standard containers [9] - Alibaba International Station launched a U.S. promotional event to capitalize on the tariff reduction, anticipating a surge in Chinese exports over the next 90 days [9] Group 3 - Temu is gradually restoring its previously suspended full-service business in the U.S. [10] - TikTok Shop has officially launched its cross-border store in Japan, supporting direct shipping from China [10] - JD Logistics has opened its first self-operated overseas warehouse in Mexico, enhancing logistics services for a well-known fast fashion e-commerce company [10] Group 4 - The global in-app purchase revenue for short video applications reached nearly $700 million in Q1 2025, a fourfold increase from Q1 2024 [11] - The U.S. remains the highest revenue market for short video applications, contributing 49% of the total revenue in Q1 2025 [11] - Trump announced a $1.2 trillion economic commitment from Qatar, including significant agreements with U.S. companies [11] Group 5 - Waymo is recalling nearly 1,200 autonomous taxis to update software after minor collision incidents [12] - OpenAI has made the GPT-4.1 model available to ChatGPT users, focusing on coding tasks and instruction adherence [12]