来源：新华网 新华社香港1月11日电 香港特区政府运输署11日接受政府新闻网访问时表示，2024年起已发出6个自动 驾驶车辆先导牌照，以推动相关技术在香港落地与发展。目前获批先导营办人已在多个指定地区展开广 泛道路测试，并在复杂路况应对及技术迭代方面取得显著进展。 据悉，首间获批牌照的智能驾驶科技公司拥有超过十年的自动驾驶研发经验。该公司于2024年底率先在 香港北大屿山启动测试，随后应用场景逐步拓展至数码港及启德发展区。截至目前，累计安全行驶里程 已逾8万公里。 运输署表示，2025年12月起，该公司的测试范围扩大至观塘和九龙城。尽管香港市区人车密集，路况极 具挑战性，但测试车辆凭借先进的算法，在行驶过程中表现出极高的稳定性。车辆能自主完成亮灯示 警、避障、变道及掉头等标准驾驶动作，全程运作流畅。测试期间，后备操作员虽坐于驾驶位，但双手 脱离方向盘，仅在必要时刻准备接管车辆。 智能驾驶科技公司的香港项目发展经理刘文鹏表示，香港作为全球路网最密集的城市之一，其复杂多变 的路面情况为自动驾驶系统的本地化优化提供了宝贵场景。 运输署机电工程师（自动驾驶车辆）邓健梁表示，测试项目至今运作大致畅顺，并在北大屿山项目中 ...

香港运输署表示，期望在完成测试后逐渐迈向载客运作，以便利经"粤车南下"（口岸停车场）自驾的旅 客，可在自动化"转机停车场"泊车后乘搭自动车到海天中转大楼转机。香港运输署表示，欢迎有兴趣的 机构或企业提交先导牌照申请。在接获申请后，署方会按《自动驾驶车辆测试及先导使用实务守则》考 虑自动驾驶系统的设计运行范围及功能、相关的国家标准或国际标准/指引、道路测试情况等多方面因 素审批。 （原标题：香港运输署再批自动驾驶车辆先导牌照 涵盖转机停车场至机场海天中转大楼路段） 在首阶段测试期间，每辆先导自动车上会驻有后备操作员以在有需要时接管车辆操控。所有先导自动车 须于车身展示香港运输署先导自动车标签，以助其他道路使用者识别。先导牌照的详情已上载香港运输 署自动车测试网页。 智通财经APP获悉，香港运输署表示，再批出一项自动驾驶车辆先导牌照。项目涵盖往来港珠澳大桥香 港口岸"转机停车场"至香港国际机场海天中转大楼，香港运输署表示，期望测试后能转为运作，便利经 粤车南下来港的旅客。 香港运输署公布，批准在港珠澳大桥香港口岸"转机停车场"连接的指定路段进行自动驾驶车辆（自动 车）的测试项目。整个项目往来港珠澳大桥香港口岸"转 ...

"十四五"收官在即，我国物流业成绩单不断刷新。 中欧班列突破12万列，通达欧洲26个国家232个城市。 今年1—10月，我国全社会物流总额达293.7万亿元，同比增长5.1%，市场规模有望连续10年位居世界第 一。 一个个鲜活的数据记录着我国现代物流业由"大"到"强"的铿锵步伐，折射出我国经济发展的蓬勃生机。 现代物流一头连着生产，一头连着消费。党的十八大以来，以习近平同志为核心的党中央以更大力度推 动高质量现代流通体系的建设与完善，着力打通"大动脉"、畅通"微循环"。 习近平总书记指出，物流是实体经济的"筋络"，连接生产和消费、内贸和外贸，必须有效降低全社会物 流成本，增强产业核心竞争力，提高经济运行效率。"十四五"期间，我国加快建设现代化交通物流体 系，服务全国统一大市场建设，物流业稳链保供能力有序提升，为构建新发展格局提供有力支撑。 "十四五"前四年，我国社会物流总费用与GDP的比率下降0.6个百分点，累计降低全社会物流成本近 9000亿元。今年前三季度，我国社会物流总费用与GDP的比率为14.0%，较去年同期再下降0.1个百分 点。 物流成本持续下降，为全国统一大市场高效运转提供了有力保障。 运输结构 ...

Core Viewpoint - The article emphasizes the importance of expanding effective investment in emerging industries, particularly in the smart connected electric vehicle sector, as a significant driver for economic growth and technological innovation in China [3][4][9]. Group 1: Policy and Investment Direction - The National Development and Reform Commission's policy aims to optimize investment structure and expand investment space, particularly in emerging industries like smart connected electric vehicles [3]. - The policy framework outlines new industries such as renewable energy, new materials, and electric vehicles, which are seen as key areas for future investment [4]. - The focus on effective investment is expected to inject capital into technological innovation and facilitate the transition of the automotive industry towards smart, electric, and green solutions [4][5]. Group 2: Technological Advancements - Investment in emerging industries is expected to accelerate breakthroughs in key technologies for electric vehicles, such as solid-state batteries and high-power motors [4][7]. - The integration of new infrastructure for smart connected vehicles is creating a low-latency, high-reliability data transmission network essential for autonomous driving [5]. - Investments are also directed towards overcoming bottlenecks in critical areas like power systems, chip computing, and software algorithms, which are crucial for the automotive industry's technological competitiveness [7]. Group 3: Industry Transformation and Opportunities - The automotive industry is witnessing a shift towards cross-industry innovation, with companies exploring new avenues such as low-altitude travel and water-land-air mobility solutions [6]. - Hydrogen energy and electrification are emerging as dual engines driving the development of the automotive sector, with companies rapidly deploying comprehensive product matrices [6]. - The investment wave in emerging industries is enhancing regional industrial clusters, which are vital for establishing world-class automotive industry hubs [6]. Group 4: Globalization and Market Expansion - The investment in emerging industries is facilitating the globalization of China's automotive sector, transitioning from an "import" to an "export" model [8]. - Chinese automotive brands are increasingly gaining recognition in international markets, with a focus on expanding into Belt and Road Initiative regions where demand for electric vehicles is growing [8]. - The dual drive of capital and technology is reshaping the global automotive landscape, allowing Chinese companies to enhance their brand influence and competitiveness [8][9]. Group 5: Future Outlook - The convergence of effective investment and forward-looking strategies is expected to create a virtuous cycle in the automotive industry, enhancing research and development, practical applications, and global expansion [9]. - Key investment areas such as low-altitude travel, solid-state batteries, and smart connected core modules are identified as potential trillion-dollar growth sectors [9]. - The synergy between policy incentives and market dynamics is anticipated to optimize investment efficiency and focus resources on high-value segments within the smart connected electric vehicle industry [9].

人工智能正在发生一场根本性转向——从数字世界走向物理世界，据大摩全球最新机器人模型显示，这一转变将催生一个规模高达25万亿美元的全球机器人硬 件市场。随着AI技术从处理"比特与字节"的知识经济扩展至操控"原子与光子"的物理经济，一场机器人领域的"寒武纪大爆发"正在到来。 据追风交易台消息，摩根士丹利全球具身AI团队 在最新发布的《机器人年鉴》中预测，基准情形下，全球机器人硬件销售额将从2025年的约1000亿美元激增 至2030年的5000亿美元，2040年达到9万亿美元，并在2050年攀升至25万亿美元。这一预测仅涵盖硬件销售，若加上软件服务、维护及供应链相关收入，市 场规模可能成倍增长。 在这一变革中，中国展现出明显的领先优势，尤其体现在制造能力、稀土材料控制以及政策支持等多个维度。随着中国企业加速机器人量产和应用落地，全球 市场格局正发生深刻变化。摩根士丹利认为，中国的领先地位有望在未来十年持续扩大。 五大因素催化，全球机器人市场迎来指数级增长 大摩 通过其全球机器人模型（GROM）预测，到2050年全球将销售14亿台机器人，运行中的机器人总数将达到65亿台。 机器人形态将高度多样化，包括工业机器人、服 ...

Core Insights - The article discusses a fundamental shift in artificial intelligence from the digital realm to the physical world, predicting a global robotics hardware market worth up to $25 trillion by 2050, driven by advancements in AI technology [1][3]. Market Growth Projections - Morgan Stanley's global robotics model forecasts that global robotics hardware sales will surge from approximately $100 billion in 2025 to $500 billion by 2030, reaching $9 trillion by 2040 and $25 trillion by 2050 [1][4]. - By 2050, it is expected that 1.4 billion robots will be sold globally, with a total of 6.5 billion operational robots [4]. Diverse Robot Forms - The types of robots will be highly diverse, including industrial robots, service robots, drones, autonomous vehicles, humanoid robots, and household robots, applicable across various sectors such as manufacturing, healthcare, agriculture, transportation, defense, and space exploration [6]. Component Demand Surge - The explosive growth of the robotics industry will create significant opportunities for upstream component suppliers. By 2050, the demand for key components will include 5.7 billion cameras, 27 billion motors, 41 billion bearings, and 1.25 million ExaFLOPS of edge computing capacity, among others [8][9]. Investment Opportunities - The demand surge will present major business opportunities for suppliers of motors, bearings, rare earth materials, cameras, sensors, AI chips, and batteries. Small drones and low-altitude robotic systems are identified as the most promising investment areas due to factors such as ease of navigation, government prioritization following lessons from the Russia-Ukraine conflict, and the maturation of regulatory frameworks [9]. China's Competitive Advantage - China is highlighted as having a clear competitive edge in the robotics sector, particularly in manufacturing capabilities, control of rare earth materials, and policy support. The country is expected to maintain and expand its leading position over the next decade [3][14]. - By 2025, investments in the robotics and drone sectors in China are projected to exceed $30 billion, with AI-related financing reaching $260 billion, indicating China's significant role in the global market [14]. Market Share and Future Outlook - By 2050, China is anticipated to account for approximately 26% of global robot sales, with even higher shares in industrial robots and drones. Morgan Stanley notes that China holds a dominant position in the humanoid robot supply chain, particularly in the "body" segment [15]. - Manufacturing capability is identified as the core competitive advantage in the era of embodied intelligence, contrasting with the previous focus on software and algorithms in the digital AI era [15].

人工智能正在发生一场根本性转向——从数字世界走向物理世界，据大摩全球最新机器人模型显示，这一转变将催生一个规模高达25万亿美元的 全球机器人硬件市场。随着AI技术从处理"比特与字节"的知识经济扩展至操控"原子与光子"的物理经济，一场机器人领域的"寒武纪大爆发"正在 到来。 据追风交易台消息，摩根士丹利全球具身AI团队在最新发布的《机器人年鉴》中预测，基准情形下，全球机器人硬件销售额将从2025年的约1000 亿美元激增至2030年的5000亿美元，2040年达到9万亿美元，并在2050年攀升至25万亿美元。这一预测仅涵盖硬件销售，若加上软件服务、维护 及供应链相关收入，市场规模可能成倍增长。 在这一变革中，中国展现出明显的领先优势，尤其体现在制造能力、稀土材料控制以及政策支持等多个维度。随着中国企业加速机器人量产和应 用落地，全球市场格局正发生深刻变化。摩根士丹利认为，中国的领先地位有望在未来十年持续扩大。 五大因素催化，全球机器人市场迎来指数级增长 大摩通过其全球机器人模型（GROM）预测，到2050年全球将销售14亿台机器人，运行中的机器人总数将达到65亿台。 机器人形态将高度多样化，包括工业机器人、服务 ...

Core Viewpoint - The internationalization of high-tech industries, particularly in the field of new energy vehicles, is a significant trend and necessity for Chinese companies to remain competitive globally [1] Group 1: Industry Trends - The "going global" strategy for China's intelligent connected vehicle industry is evolving from simple product exports to a more integrated and ecological approach [1][2] - The establishment of the "Intelligent Connected Vehicle Special Export Action Initiative" aims to enhance the quality of the industry's global expansion through collaboration and shared opportunities [2] Group 2: Technological Development - The launch of the cloud control platform for interconnected vehicle-road-cloud systems in Nanjing, Wuxi, and Suzhou marks a significant step towards achieving urban-level integration of intelligent connected vehicles [3] - The rapid iteration of intelligent driving technology is transforming the industry, moving from basic functionalities to more complex, integrated systems that enhance overall vehicle intelligence [4] Group 3: Challenges and Recommendations - Companies face multiple challenges in international markets, including regulatory, technical, and competitive pressures, necessitating a tailored approach to local market conditions [2][4] - Recommendations include strengthening regulatory frameworks, accelerating key technology development, and fostering a collaborative innovation ecosystem to support high-quality growth [5]

Core Insights - The collaboration between Baidu Apollo and Beihang University aims to enhance research, education, and talent development in the field of autonomous driving [1][3] - Baidu Apollo is recognized as a leader in the domestic autonomous driving sector, while Beihang University is one of the first institutions to offer a specialized program in this area [3] Group 1: Collaboration and Contributions - Baidu Apollo has donated autonomous vehicles to Beihang University to support research and education in autonomous driving [1] - The partnership has led to the establishment of China's first "autonomous driving" major and has been recognized as a typical project in the Ministry of Education's collaborative education initiative [3] Group 2: Future Plans and Initiatives - Baidu Apollo plans to launch the "Spark Program" in early 2025, which will involve donating autonomous vehicles and experimental platforms to multiple universities, including Wuhan University and Fudan University [3] - This initiative aims to foster the development of autonomous driving technology and cultivate more skilled professionals in the industry [3]

Core Viewpoint - Baidu Apollo donated a batch of autonomous driving vehicles to Beihang University to support research, education, and talent cultivation in the field of autonomous driving, enhancing the integration of industry and academia in China [1][3]. Group 1: Donation and Collaboration - The donation aims to deepen the collaboration between Baidu Apollo and Beihang University, promoting the development of the autonomous driving ecosystem and talent cultivation in China [1][3]. - Beihang University is recognized for its prestigious programs in transportation engineering and computer science, making it a key partner for Baidu Apollo in advancing autonomous driving technology [1][3]. Group 2: Statements from Representatives - Professor Tian Daxin from Beihang University expressed gratitude for the donation, highlighting the importance of the autonomous driving industry in building a strong transportation nation and the historical opportunity it presents for technological revolution and industrial transformation [3][5]. - Baidu Group Vice President Wang Yunpeng emphasized the university's role in nurturing high-level innovative talents and the significance of the "Spark Program" initiated by Baidu Apollo to support educational and research initiatives [3][5]. Group 3: Historical Context and Future Plans - The collaboration between Beihang University and Baidu Apollo has a long history, including joint publications and the establishment of the first "autonomous driving" major in China [5]. - Baidu Apollo's "Spark Program" aims to donate autonomous driving vehicles and experimental platforms to multiple universities, symbolizing the mission of passing on autonomous driving technology and continuously cultivating talent for the industry [5].