以下文章来源于智能车参考 ，作者有车有据 智能车参考 . 追踪AI+汽车新进展。量子位旗下汽车频道 来源 | 智能车参考 原文链接： 对话文远知行韩旭 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 时过境迁，今天有能力的玩家，确实可以搏二兔了。 但对同样"搏二兔"大搞Robotaxi的特斯拉，他却给出了近乎"打脸"的预言； >>自动驾驶前沿信息获取 → 自动驾驶之心知识星球 本文只做学术分享，如有侵权，联系删文 时隔六年再次来到 量子位MEET智能未来大会 ， 韩旭 已不再是那个需要向投资人证明"自动驾驶不是骗局"的创业者。 他的治下， 文远知行 现在是美股港股双料上市的"Robotaxi第一股"。 但与 量子位总编辑李根 的对话中，韩旭对创业8年的评价却出人意料： 我现在没空看成绩单。 他在忙什么？在 忙500万年薪广招英才 、在 忙Robotaxi海外跑马圈地 、在 忙一段式端到端量产的"搏二兔" ： 相似的，行业内"L4公司"遍地开花的现状，韩旭又毫不迟疑划出了不容模糊的技术壁垒，并直言： "国内真正能纯无人运营的只有三家"。 从L4到L2++，这 ...

近期，佑驾创新无人物流车的规模化落地迎来新进展，公司宣布与玛斯特公司达成业务合作，敲定500 台小竹T5无人物流车订单。近日，佑驾创新董事长刘国清接受中国证券报记者采访时表示，市场对无 人物流车的需求和认可度持续攀升，公司看好无人物流车发展前景，行业即将迎来爆发期。 11月下旬，佑驾创新宣布与新吉奥汽车、必应货滴签署战略合作协议，将共同完成800台符合车规级标 准、具备市场竞争力的无人物流车设计、生产与交付。 从订单节奏以及落地城市来看，小竹无人车已开始走向全国市场。国证国际研报称，佑驾创新的L4级 无人驾驶汽车业务已有突破，从无人巴士到无人物流车，将自动驾驶技术从载人场景逐步复制到载货场 景，完成业务拓展。 展望"十五五"，佑驾创新表示，公司将持续迭代技术，拓宽应用边界，携手更多生态伙伴推动自动驾驶 技术深度落地。 接连斩获新订单 2025年9月，佑驾创新发布无人物流车品牌小竹无人车，为行业带来全新的车规级无人物流车产品选 择。小竹无人车首发的两款车型中，T5车型主要服务于快递城配、商超零售、生鲜配送等细分场景； T8车型可广泛应用于城配与工业物流，并可深入矿区与港口等更多专业场景。 刘国清将小竹无人车最初 ...

Core Insights - The company has made significant progress in the large-scale deployment of its autonomous logistics vehicles, securing a total of 500 orders for the Xiaozhu T5 model from Master Company, indicating a growing market demand for autonomous logistics solutions [1][2] - The company is optimistic about the future of autonomous logistics vehicles, anticipating a surge in demand and a potential explosion in the industry as it continues to iterate on technology and expand its application boundaries [1][3] - The company aims to enhance its production capacity, with expectations to deliver around 10,000 units in the coming year, reflecting a strategic approach to scaling operations gradually [3][4] Order Acquisition and Market Expansion - The company has recently secured additional orders, including 100 units of autonomous logistics vehicles and a strategic partnership with Hunan Xiangjiang Intelligent, focusing on deepening technology applications in the region [2][3] - The Xiaozhu autonomous vehicles are beginning to penetrate the national market, with reports indicating that the company’s L4 autonomous driving business has made significant breakthroughs [2][3] - The company is collaborating with various partners to design, produce, and deliver 800 units of logistics vehicles that meet automotive standards, showcasing its commitment to expanding its product matrix [2][4] Technological Advancements and Cost Reduction - The company is focused on reducing costs through technological advancements and economies of scale, which are seen as key competitive advantages in the autonomous logistics vehicle market [4][5] - The company plans to continue investing in technology iteration and research and development for its autonomous logistics vehicles, aiming to build a mutually beneficial ecosystem with partners [4][5] - The company has announced plans to issue new H-shares to raise approximately HKD 204 million, with a significant portion allocated to the development of L4 autonomous logistics vehicles [4][5] Strategic Collaborations and Product Development - The company has achieved breakthroughs in the passenger vehicle sector, collaborating with a leading domestic automotive brand to provide advanced intelligent driving solutions for flagship SUV models [5] - The company is expanding its global footprint by entering multiple export vehicle supply chains and exploring diverse application scenarios, enhancing overall system cost-effectiveness and user experience [5] - The company has established partnerships with 42 automotive manufacturers, indicating a broadening customer base and ongoing global expansion efforts [5]

Core Insights - Bosch has announced the delivery of its mid-level intelligent driving assistance system, marking a significant step for fuel vehicles in adopting advanced driving technologies, with expectations for exponential growth by 2026 [2][11] - Despite the rapid penetration of electric vehicles (EVs), fuel vehicles still hold 80% of the global market share, indicating a substantial opportunity for the integration of intelligent driving systems [2][11] Technical Challenges - The primary obstacles for fuel vehicles in adopting intelligent driving systems include power supply limitations and cost paradoxes, with actual power consumption for mid to high-level systems ranging from 100W to 300W [3][4] - Traditional fuel vehicles are equipped with 12V lead-acid batteries, which are insufficient for the continuous high power demands of advanced driving systems, necessitating costly upgrades to 48V mild hybrid systems [3][4] - Thermal management issues also pose significant challenges, as over 55% of chip failures are attributed to overheating, with fuel vehicles lacking the advanced thermal management systems found in EVs [4][5] Systemic Innovations - Collaboration between automotive manufacturers and component suppliers is driving the transition of fuel vehicles from technical feasibility to commercial viability, with hardware upgrades and algorithm adaptations leading to systemic changes [7][9] - Bosch's mid-level solution utilizes a 48V intelligent lithium battery system to ensure priority power supply for driving assistance, while also optimizing thermal management through innovative chip designs [7][8] - The development of algorithmic compensation for power response delays in fuel vehicles is crucial, with Bosch achieving near-instantaneous response times comparable to EVs in high-speed scenarios [8][9] Market Dynamics - The intelligent driving assistance market in China is projected to exceed 200 billion yuan by 2025, with a growth rate exceeding 30%, creating fertile ground for the advancement of fuel vehicle technologies [9][10] - Traditional component suppliers are accelerating their transformation to meet the demands of the intelligent driving market, with significant investments in low-power driving assistance chips and automotive-grade solid-state lidar [10] Future Outlook - The widespread adoption of intelligent driving in fuel vehicles by 2026 hinges on three critical factors: the reduction of 48V hybrid system costs, improved efficiency in data acquisition, and the establishment of a clear regulatory framework [11] - The evolution of fuel vehicles through technological advancements is not aimed at directly competing with EVs but rather at finding a unique space in the market by integrating mechanical and digital capabilities [11]