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佑驾创新发布「小竹无人车」:正式进军无人物流行业,L4预期逐步兑现
IPO早知道· 2025-09-16 04:09
开拓增长新曲线。 本文为IPO早知道原创 作者| Stone Jin 微信公众号|ipozaozhidao 值得一提的是,地平线( 9660.HK )创始人兼 CEO 余凯、四维图新( 002405 ) CEO 程鹏 、 速腾聚创( 2498.HK ) 董事长兼首席科学家邱纯鑫 等 行业龙头企业代表 出席发布会现场,共同 见证了小竹无人车首发产品 T5 及 T8 亮相。 其中,余凯博士发表 致辞称 , " 佑驾创新下一代无人物流车将与地平线高性能芯片解决方案深度 融合。 我们期待通过强强联合,以强大的感知能力和计算效能,共同推动无人车进化的同时,进一 步推动物流行业降本增效,让智能驾驶真正服务千行百业。 " 邱纯鑫博士表示,"RoboSense速腾聚创与佑驾创新同根植于深圳,共享智能驾驶产业链生态优 势。当前,无人物流迎来发展的关键阶段,高性能、车规级的数字化激光雷达成为加速无人物流产业 发展的重要支持。RoboSense速腾聚创数字化激光雷达已率先实现量产交付,可高度适配于佑驾创 新无人物流车,大大提升在复杂场景下的感知能力。此次双方战略协同,将是推动无人物流规模化应 用的重要一步,将进一步拓展无人物流多元 ...
理想与供应链四种合作模式
理想TOP2· 2025-07-26 10:08
Core Viewpoint - The article discusses Li Auto's four collaboration models with suppliers, emphasizing the importance of strategic partnerships and self-research in enhancing product competitiveness and supply chain security [1][5][13]. Group 1: Collaboration Models - **Self-Research and Manufacturing**: Li Auto designs and produces key components in-house, such as the rear electric drive system for the i8, to ensure competitive efficiency and product integration [6][7]. - **Self-Research with Key Technology Lock-in**: The company collaborates with suppliers like Huichuan to co-develop critical components, such as the front electric drive, to mitigate risks and enhance supply chain security [8][9]. - **Deep Cooperation for Cutting-Edge Technology**: Li Auto invests heavily in partnerships, such as with CATL for the 5C ultra-fast charging Kirin battery, which significantly improves charging times and vehicle range [11][12]. - **Strategic Cooperation for Product Optimization**: Collaborations with companies like Horizon and Hesai lead to customized components that meet specific technical requirements, enhancing overall product performance [12][14]. Group 2: Supply Chain Strategy - **Investment in Core Technologies**: Li Auto focuses on self-research in critical areas like battery cell technology while outsourcing manufacturing to specialized firms, ensuring advanced technology without heavy capital investment [14]. - **Dynamic Supplier Management**: The company maintains a flexible supplier base of approximately 500, aiming to streamline this number for better cost efficiency and competitive advantage [14]. - **Balancing Self-Research and Outsourcing**: Li Auto adopts a dual approach of self-research and external procurement to foster healthy competition among suppliers, ensuring continuous technological advancement and cost optimization [13][14].