本报讯（记者 曹政）近日，22个重点项目签约落地北京经开区，其中未来产业项目占比超80%。 签约项目中，佰航智能汽车计划在经开区成立造车公司，主要面向Robotaxi大规模运营设计开发L4级自 动驾驶量产车辆；中兴通讯聚焦AI和6G两大方向，已完成五大根技术、两大系统解决方案和两条生产 线的整体布局，在经开区落地6家公司。 同步启动的2026年北京经开区十大标杆项目涵盖产业升级、城市配套、生态治理等多个领域。产业项目 包括赛诺菲建设的生物制剂原料药产业化基地。该基地建成后将实现关键原料药转为本地供应，在国内 首次构建起从原料药到成品药的胰岛素制剂完整产业链。 标杆项目中，城市配套和生态治理类投资占比明显提升：同仁医院亦庄院区三期扩建项目将新增床位 400张，通明湖水生态治理及滨水空间提升工程将持续改善区域生态质量，北京师范大学附属中学经开 区学校也将为区域增添一所十二年学制学校。 根据2026年北京亦庄全球机遇清单，经开区还将开放国际医药创新公园等83个覆盖生物技术和大健康、 机器人与智能制造等产业领域的高能级创新空间，整体占地面积约500万平方米，助力垂直领域技术策 源和技术成果高效转化。 场景应用方面，今 ...

近几年，身处AI潮头的小鹏汽车掌舵人何小鹏，会时常亲赴北美捕捉前沿AI的毛细变化。而体验特斯拉的最新FSD，更是成为重头安排。 自去年6月，何小鹏赴美测评特斯拉V12，历时一年半，2025年12月，何小鹏再次赴美实测特斯拉FSD最新版V14.2及Robotaxi，并在回国后对小鹏第二代 VLA进行对标验证。 这种近似"查作业"式的对标方式，已成为观察自动驾驶竞赛的关键窗口。尤为值得关注的是，其行动本身已传递出一个清晰信号：小鹏汽车在自动驾驶领域 已跻身全球顶尖阵营，与特斯拉共同代表了中美两国最具前瞻性的技术路线。 自动驾驶本质是物理AI的问题，在AI领域，"大算力+大数据+大模型"的组合，已被行业证实能让AI以超乎想象的速度演化。 在这一框架下，头部企业的共识逐步清晰：例如不断用AI能力解决自动驾驶的泛化问题；坚持纯视觉路线，驱动自身在AI技术上持续深挖；同时，用量产 规模构建数据闭环的全套能力。 因此，何小鹏这次实测，不仅是用行业标杆的技术水平，校准自身的AI技术路径，也让自家从L2到L4的演进路线更加清晰。 一号位"查作业"， 头部企业形成技术共识 12月10日，何小鹏在硅谷对比试驾了特斯拉FSD V14 ...

Core Viewpoint - Morgan Stanley's report indicates that Waymo is at a disadvantage compared to Tesla in terms of hardware costs for autonomous driving vehicles, with Waymo's operational cost per mile significantly higher than Tesla's [1] Cost Comparison - Waymo's current operational cost is approximately $1.43 per mile, while Tesla's cost is only $0.81 per mile [1] - The disparity in costs raises questions about whether Tesla will maintain a long-term advantage [1] Future Projections - Waymo plans to deploy new vehicles by 2026, which could reduce operational costs to between $0.99 and $1.08 per mile [1] - This potential cost reduction is attributed to testing lower-cost base vehicles from Hyundai and Zeekr, rather than the high-end Jaguar I-Pace models currently used [1] Insurance Cost Implications - If the safety record of autonomous taxis continues to improve, there may be a decrease in insurance costs, further impacting overall operational expenses [1]

特斯拉Robotaxi准备入华了？！ 特斯拉Robotaxi急聘工程师，岗位信息都发到中国区的招聘页了，而且注明工作地就是在上海。 果然是喜欢挑战的马斯克…… Robotaxi专属网站已经上线，入门指南、运营区域都已就绪，摆明了准备大规模扩张的架势。 美国那边和Waymo的竞争还在愈演愈烈呢，特斯拉这就准备好和中国玩家们正面交锋了吗？ 特斯拉Robotaxi在中国招聘 特斯拉中国招聘主页，正在急聘一名低压电气工程师，工作地点就位于上海。 岗位所属的低压硬件团队，主要工作是负责设计特斯拉Robotaxi的核心电路板。 这些电路板，控制着Robotaxi所有电气系统包含的数百个设备，例如电机、执行器、传感器、LED灯。 | 职位名称 | | --- | | 低压电气工程师, Robotaxi, 自 | | 动驾驶汽车 Low Voltage | | Electrical Engineer, Robotaxi, | | Autonomous Vehicles ... | 而正在招聘的这一岗位，则负责电路板全流程硬件工作，涵盖规格说明、架构设计、电路设计、仿真、电路板验证等等。 同时也要兼顾整个设计、计算、验证过程的 ...

Group 1 - The Shenzhen Stock Exchange has announced a reduction in fees for 2026, with an expected total reduction exceeding 800 million yuan, covering various financial products including stocks, funds, and bonds [1] - The measures include waiving listing fees for companies and funds, transaction fees for bonds (excluding convertible bonds), and halving the service fees for online voting at shareholder meetings [1] Group 2 - As of the end of Q3 2025, China's financial institutions reported total assets of 531.76 trillion yuan, a year-on-year increase of 8.7%, with the banking sector's assets at 474.31 trillion yuan, growing by 7.9% [2] - The securities sector's assets reached 17.05 trillion yuan, marking a 16.5% increase, while the insurance sector's assets were 40.4 trillion yuan, up by 15.4% [2] Group 3 - The risk reserve ratio for personal public funds is expected to be lowered, as current regulations require a minimum of 20% of management fee income for personal funds, compared to 10% for non-personal funds [3] - This adjustment aims to alleviate constraints on the development of personal public fund companies [3] Group 4 - The lithium battery industry in China is projected to see a total investment exceeding 820 billion yuan in 2025, with over 282 investment projects, reflecting a year-on-year growth of over 74% [4] Group 5 - The SSD and HDD markets are expected to experience significant growth by 2026, with manufacturers advised to strengthen collaborations with major clients and plan for capacity expansion [5] Group 6 - Various regions in China have introduced additional subsidies for automobile sales, totaling over 1.1 billion yuan, as part of efforts to boost the car market before the year's end [6] Group 7 - The price of platinum has surged to a historical high, leading to a shortage of available stock in the Shenzhen market, with consumers needing to place orders and wait for delivery [7] Group 8 - Luckin Coffee is reportedly considering acquiring Blue Bottle Coffee, with no official comments from either party regarding the speculation [8] Group 9 - Midea Building Technology has announced a price increase of 5% across all product lines due to rising raw material costs, effective from December 15, 2025 [9] Group 10 - Annoqi has decided to terminate its investment in a 50,000-ton dye intermediate project due to significant changes in market conditions and related industry policies [11] - The company had initially planned to invest 421 million yuan in the project, with 43.26 million yuan already spent [11] Group 11 - Shengyi Electronics has adjusted its share repurchase price limit to not exceed 144.36 yuan per share, while other terms of the repurchase plan remain unchanged [12] Group 12 - China Electric Research has proposed a cash dividend of 2.5 yuan per 10 shares for the first three quarters of 2025 [13] Group 13 - Weiteou has signed a strategic cooperation agreement with Huairuixin Energy to develop new materials and applications, establishing a joint laboratory for product development [14] Group 14 - Zhuolang Intelligent plans to increase its wholly-owned subsidiary's capital by 900 million yuan, utilizing self-owned funds and fixed assets [15] Group 15 - Zhenhua Heavy Industry has signed a contract worth 1.149 billion yuan with Guangzhou Salvage Bureau for the construction of a deep-water crane vessel [16] Group 16 - Huayin Technology's subsidiary has signed a framework agreement worth 392 million yuan for the processing of aircraft engine components [18] Group 17 - The Shanghai Composite Index recorded a slight increase of 0.1%, marking an eight-day consecutive rise, with significant trading volume and active market sectors [19]

凤凰网科技讯 北京时间12月26日，据《纽约时报》报道，特斯拉股价在本月创下历史新高，部分原因 在于许多投资者相信，这家车企有望主导一个新兴市场：价值数万亿美元的自动驾驶出租车 (Robotaxi)。 Waymo本月表示，今年已完成1400万次付费乘车服务。除奥斯汀和菲尼克斯外，该公司还在旧金山、 洛杉矶和亚特兰大接送乘客，并宣布计划于2026年扩展至另外20座城市，包括达拉斯、华盛顿、迈阿密 和伦敦。 特斯拉也在旧金山提供付费乘车服务，但驾驶座上配有安全员。不过，该公司似乎不太可能兑现马斯克 今年10月作出的预测：在明年1月1日前进入8至10个城市地区运营。 然而，《纽约时报》记者在走访了得州奥斯汀后很快发现，这家公司正陷入一场激烈的竞争，而且还有 很长的追赶之路要走。目前，特斯拉正在奥斯汀运营一支小规模自动驾驶出租车车队。 根据追踪特斯拉奥斯汀自动驾驶出租车的网站Robotaxi Tracker，自今年6月开始服务以来，特斯拉已在 奥斯汀部署了大约30辆自动驾驶出租车。相比之下，谷歌母公司Alphabet旗下自动驾驶汽车公司Waymo 3月开始在奥斯汀提供服务，在当地道路上部署了大约200辆汽车。Waym ...

当地时间 12 月 21 日晚， 美国旧金山出现了一起大规模停电 事件。 关注 「电动车公社」 和我们一起重新思考汽车 但谁承想，停电影响13万居民日常生活也就罢了，居然还能导致全市交通中断！ 随着红绿灯彻底熄灭，只见一辆辆Waymo旗下的 Robotaxi无人驾驶出租车 成片趴窝，直接给路口围了个水泄不通。 更要命的是， 车上根本没有安全员…… 这也就意味着，它们根本没法凭一己之力把车挪到安全地带，只能等后台安全员一个个远程操作，或是等人到现场施救。 而来救它们的人，又会被另一批Robotaxi堵在下一个路口 。 在当地，无人驾驶和 Robotaxi 本就备受争议。这种 关键时刻掉链子的操作无异于雪上加霜，进一步损失了一大波路人缘。 这时，一直瞧不上Waymo的 马斯克 火速下场，来了个落井下石： 停电，可没有影响特斯拉的 Robotaxi 业务哦 。 趴窝的Waymo和畅通无阻的特斯拉，形成了鲜明的对比——那句话怎么说的来着， "全靠同行衬托"。 正因如此，有美国网友表 示：如果我是 Waymo ，干脆收工算了！接下来肯定是特斯拉一统自动驾驶江湖，还混个什么劲儿啊 ！ | 布赖恩·巴森 @ @Basson ...

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30个 方向 学习 路线 柱哥上周末盘了部分L4公司的融资情况，有几家公司自动驾驶之心近期也在展开深度调研。 在低速物流赛道，像 九识、 新石器做的都还不错。 具体融资情况可以参考公众号的文章： 我们盘点了L4相关公司的融资情况...... 宏观层面上，L3牌照开始密集发放，L4市场端大量车型也相继推出，Robotaxi、无人配送、重卡、矿卡。很多L2的量产技术都在快速下沉到这些领域。 像OCC、 一段式/两段式端到端、无图感知、VLA等等。 就像柱哥之前分享的观点：智驾技术走向成熟，才是真正大规模量产的起点。 本月15日，我们注意到九识智能与东风达成了新的战略合作，其实也是在顺应这个趋势。在智能汽车产业进入深水区后，从传感器配置到地图的"轻"与"重"之分， 再到芯片的采用，主机厂的每一次合作选择，都呈现出对技术和成本的考量。 据悉，本次合作指向了载货车、环卫车、VAN车、客车等多个细分车型，显露出更强的商业化导向。 从技术和成本两个维度拆解，这一选择并非偶然。 "长期可用"——L4能力的工程化成熟度 对东风这样的央企而言，自动驾驶合 ...

Core Insights - The development of L3 conditional autonomous driving in China is reaching a critical breakthrough, with the first specialized license plates for L3 vehicles being issued in Beijing [1][3] - The issuance of these license plates marks a transition from testing to commercial use of autonomous vehicles, indicating a significant milestone in the automotive industry's shift towards intelligent vehicles [3][4] Industry Developments - The Ministry of Industry and Information Technology has granted the first L3 conditional autonomous vehicle licenses to models from Changan Automobile and BAIC's Arcfox, allowing them to conduct road trials in designated areas [3] - Multiple automakers, including Xiaomi, Xpeng, Li Auto, and Lantu, have announced their acquisition of L3 road licenses, indicating a rapid acceleration towards the implementation of L3 technology [3] Technological Advancements - The BAIC Arcfox Alpha S (L3 version) is the only model among the first batch to be equipped with lidar technology, which is crucial for its autonomous capabilities [4] - The vehicle can perform dynamic driving tasks under specific conditions, achieving a maximum speed of 80 km/h on highways and urban expressways, although a driver must remain in the seat to take control in emergencies [3][4] Safety and Innovation - BAIC's proprietary intelligent network technology system, "BAIC Yuanzheng Intelligent," has achieved full coverage from L2 to L4 levels, establishing a robust safety development framework [4] - The system includes a 24/7 monitoring platform for real-time vehicle status analysis, ensuring high safety standards across all models [4] Market Implications - The launch of L3 autonomous driving is expected to accelerate the iteration of core technologies such as sensors, chips, and algorithms, fostering an integrated infrastructure for vehicle-road-cloud collaboration [5] - New business models focusing on subscription services, data services, and scenario-based operations are anticipated to emerge, shifting the profit focus from hardware to software and services [5] - The competitive landscape is likely to evolve, with companies possessing comprehensive self-research capabilities expected to dominate the market as L3 functionalities become more mainstream [5]

美国国家公路交通安全管理局(NHTSA)于周二表示，亚马逊(AMZN.US)旗下的自动驾驶部门Zoox正在 美国召回332辆汽车，召回原因是其自动驾驶系统(ADS)软件存在错误。 NHTSA表示，Zoox此次召回的是搭载了12月19日之前发布软件版本的某些自动驾驶系统(ADS)车辆。 当这些车辆接近或处于十字路口时，可能会出现越过黄色中心线的情况，进而驶入或停在迎面车流前 方，这会大幅增加碰撞事故发生的风险。 该机构进一步补充说明，Zoox已为相关车辆免费更新了自动驾驶系统(ADS)软件。回溯至今年5月，该 公司曾发起过一次车辆召回行动，涉及270辆车。就在召回的当月，旧金山发生了一起相关事故，此后 Zoox迅速推送了软件更新，旨在优化对周边行人的追踪功能，同时确保在有人靠近车辆时，车辆能够 保持静止状态，不再移动。 今年8月，NHTSA正式批准Zoox的车辆开展示范运行，同时结束了自2022年以来针对其是否符合联邦相 关要求所展开的调查工作。 ...