哈啰、蚂蚁金服与宁德时代，加快脚步，做Robotaxi（无人出租车）业务。 6月底，其选定的业务带头人——Yolanda亮相，接受《21CBR》等媒体群访。 四天前，这三家公司，通过旗下投资主体，共同发起成立"上海造父科技"，三方首期出资超30亿元，专 注于L4级自动驾驶技术研发、应用和商业化落地。 Yolanda的职位，就是造父科技首席科学家。其拥有加州大学伯克利分校博士学位，师从美国工程院院 士，有超10年智能驾驶领域工作经验，曾参与构建Tesla Autopilot系统。 她透露，造父科技已经组建约百人团队，其中70%为技术岗，超半数成员拥有博士学位。 这意味着，高层排兵布阵，已经搭建好了核心人才矩阵。 "Robotaxi正处于行业爆发前期。"Yolanda向记者介绍，未来将持续吸纳全球优秀人才。 以下是Yolanda的口述分享，内容有编辑。 三家合力 车端，我们可以使用宁德时代的长续航、快充动力电池，还能够运用其换电站，提升运营效率。滑动底 盘是新产品，天然是为 Robotaxi打造的，哈啰会与宁德时代共同探索该领域。 团队计划，分两步走。 第一步，我们将走差异化路线，搭建运营平台，兼容不同车企与Ro ...

Summary of Key Points from Conference Call Records Industry or Company Involved - **Construction Industry**: Focus on Sichuan Road and Bridge, China Chemical, Honglu Steel Structure - **Building Materials Industry**: Emphasis on consumer building materials and specific companies - **Environmental Industry**: Highlighting water and waste incineration sectors - **Pork Industry**: Analysis of pig prices and leading companies - **Agriculture Sector**: Focus on Haida Group - **Banking Sector**: Analysis of Ningbo Bank - **Media Sector**: Overview of the media industry and specific companies - **Steel Industry**: Insights on major steel companies - **Sportswear Industry**: Analysis of Anta Sports - **Liquor Industry**: Overview of the liquor market and key players Core Points and Arguments Construction Industry - **Sichuan Road and Bridge**: Expected to benefit from the Chengdu-Chongqing economic circle strategy, with a projected dividend yield of 6.2% in 2025 and a 25% upside potential in market value [1][3][4] - **China Chemical**: Strong overseas order growth, particularly benefiting from Xinjiang coal chemical construction, with a projected order volume of 400-500 billion [1][3][4] - **Honglu Steel Structure**: Anticipated 30%+ growth in performance due to improved export expectations and smart production efficiencies [1][4] Building Materials Industry - **Consumer Building Materials**: 2025 is expected to be a bottom year, with 2026 as a turning point due to resilient second-hand housing market demand [1][6][7][8] - **Key Companies**: Focus on Beixin Building Materials and Yilong Co., with projected growth rates of over 30% [1][9] Environmental Industry - **Water and Waste Incineration**: High dividend yield sectors, with water pricing reforms expected to enhance profitability [1][10][11][12] - **Specific Companies**: Hongcheng Environment and Hanlan Environment recommended for their stable growth and high dividend rates [1][12][13] Pork Industry - **Price Trends**: Pig prices are expected to remain above the breakeven point, with leading companies like Muyuan and Wens becoming attractive investment targets [1][16] Agriculture Sector - **Haida Group**: Projected significant growth in overseas markets, with a focus on expanding production capacity [1][17] Banking Sector - **Ningbo Bank**: Strong long-term investment value with a projected PB of 0.7x and a net interest income growth of over 15% [1][18][20] Media Sector - **Overall Performance**: The media sector has shown significant recovery, with recommended stocks including Mango Super Media and Kaiying Network [1][25][26][28] Steel Industry - **Current Trends**: High capacity utilization and stable smelting profits, with recommended stocks including Baosteel, Nanjing Steel, and Hualing [1][36][40][41][42][43] Sportswear Industry - **Anta Sports**: Expected to achieve double-digit revenue growth over the next three years, with a stable dividend policy [1][32][33] Liquor Industry - **Market Recovery**: Major liquor companies like Moutai and Wuliangye are expected to maintain stable growth, with a focus on dividend policies [1][34][35] Other Important but Possibly Overlooked Content - **Market Environment**: Current market conditions are characterized by unpredictable external changes, making long-term value investment strategies more favorable [2] - **Investment Opportunities**: Emphasis on identifying undervalued stocks across various sectors, particularly in the context of changing economic conditions and consumer demand [1][31]