近日，知名投资人凯西.伍德(Cathie Wood)旗下ARK Invest对自动驾驶科技企业文远知行 WeRide(WRD.US、0800.HK)的持续增持动作引发行业关注。据ARK Invest公开披露信息显示，自2025 年12月起，该机构便开启对文远知行的加仓进程，截至2026年1月22日，其旗下Autonomous Technology&Robotics ETF已累计持有文远知行近300万份ADR，对应市值约3000万美元，按持仓股数计 算，文远知行已跻身该基金投资标的前五名。 公开资料显示，文远知行成立于2017年，核心使命为"以无人驾驶改变人类出行"，凭借深厚的技术积 累，成为全球唯一旗下产品拥有八国自动驾驶牌照的科技企业，业务覆盖全球11个国家超40个城市，全 面开展自动驾驶技术的研发、测试与商业化运营。 文远知行致力于开发安全可靠的无人驾驶技术，重点围绕自动驾驶出租车Robotaxi、自动驾驶小巴 Robobus及高阶辅助驾驶解决方案展开产品布局。 | ARK | | | --- | --- | | B | INVEST | | | Company | Ticker | CUSIP | Sh ...

根据公开资料，文远知行成立于 2017 年，致力于"以无人驾驶改变人类出行"，是全球唯一旗下产品同 时拥有八国自动驾驶牌照的科技企业，已在全球11个国家超40个城市开展自动驾驶研发、测试及运营。 2024年10月25日，文远知行正式在纳斯达克证券交易所挂牌上市，成为"全球通用自动驾驶第一 股"和"全球Robotaxi第一股"。2025年11月6日，文远知行正式在香港交易所挂牌上市，成为"港股 Robotaxi第一股"，也是全球首家在"美股+港股"双重主要上市的自动驾驶科技企业。 文远知行致力于开发安全可靠的无人驾驶技术，重点围绕自动驾驶出租车Robotaxi、自动驾驶小巴 Robobus及高阶辅助驾驶解决方案展开产品布局。 目前，文远知行旗下自动驾驶出租车队规模已突破1000台，达到1023台，落地全球10多座核心城市，在 广州、北京和阿布扎比实现了纯无人Robotaxi商业化运营，阿布扎比车队即将实现单车盈亏平衡；旗下 ADAS业务已获得奇瑞、广汽两大OEM的定点，并于2025年底完成基于一段式端到端架构ADAS解决方 案的SOP。 | | Company | Ticker | CUSIP | Shares ...

Market Overview - The main board saw significant gains with Aerospace Information up by 10.00%, Tongyu Communication also up by 10.00%, and Guangxi Guangdian increasing by 9.98% [1] - The ChiNext board led with Keda Guokuan rising by 8.93% and Nanda Optoelectronics increasing by 8.39% [1] - The Sci-Tech Innovation board experienced a surge with Aisen Co., Ltd. up by 20.00% and Xinghuan Technology-U up by 17.27% [1] - Active sub-industries included SW Other Communication Equipment with a rise of 0.94% and SW Military Electronics III up by 0.84% [1] Domestic News - Hezhima Intelligent and Yuanrong Qihang signed a cooperation agreement to develop high-performance computing chip platforms for advanced driver assistance systems [1] - Chuangxin Huilian completed over 100 million yuan in D-round financing, aimed at satellite communication and IoT chip production [1] - Jingce Electronics announced plans to invest approximately 350 million yuan in expanding its semiconductor testing equipment R&D and production [1] - Yuexin Semiconductor completed the filing for a 12-inch integrated circuit production line project with a total investment of 25.2 billion yuan, expected to produce 480,000 12-inch wafers annually by the end of 2029 [1] Company Announcements - Longqi Technology announced a 1.5 billion yuan investment to build an AI + smart terminal digital benchmark factory for various mobile smart terminal products [2] - Jieban Technology projected a maximum of 17 million yuan in daily related transactions with its affiliate Guokang Nanomaterials for 2026 [2] - Wanjitech received 16 national invention patents covering multiple technology areas including smart networking and laser radar [2] - Saiyi Information will lead a national major science and technology project focused on intelligent manufacturing systems and robotics, with a project duration from November 2025 to December 2029 [2] Overseas News - Apple revealed a groundbreaking eye-tracking technology in a new patent application, enhancing visibility for micro-reflections used in eye movement tracking [2] - NXP announced plans to discontinue its 5G power amplifier product line by 2027 and close its RF GaN factory in Chandler, Arizona [2] - Counterpoint reported a 10% year-on-year increase in global cellular IoT module shipments in Q3 2025, driven by demand in smart meters and automotive sectors [2] - South Korea's ICT exports reached 25.45 billion USD in November, with semiconductor exports soaring by 38.6% to 17.27 billion USD due to rising prices and strong demand for high-value products [2]

Core Viewpoint - Black Sesame Technology (000716) has signed a cooperation agreement with Yuanrong Qixing to establish a dual linkage of capital and business, leveraging their core advantages in chip technology and advanced driver-assistance systems (ADAS) [1] Group 1: Partnership Details - The collaboration aims to jointly develop high-performance and cost-effective advanced driver-assistance solutions based on Black Sesame's next-generation automotive-grade high-performance computing chip platform [1] - Both companies will work together to promote the mass production application of L2+/L3 level ADAS solutions with leading automotive manufacturers [1] Group 2: Industry Applications - The partnership will explore the implementation of these solutions in emerging fields such as Robotaxi, expanding the application scenarios within the industry [1]

Core Insights - Black Sesame Technology and Yuanrong Qixing have signed a cooperation agreement to leverage their strengths in chip technology and advanced driving algorithms to create high-performance, cost-effective advanced driving solutions [1][3] Group 1: Partnership Overview - The collaboration aims to establish a dual connection of capital and business, focusing on the development of high-level advanced driving solutions based on Black Sesame's next-generation automotive-grade high-performance computing chip platform [1][3] - Black Sesame will provide chip products and a complete application development toolchain, while Yuanrong Qixing will adapt and optimize advanced driving algorithms on this platform [3] Group 2: Technical Collaboration - The partnership will focus on promoting L2+/L3 level advanced driving solutions for leading automotive manufacturers and exploring applications in emerging fields like Robotaxi [3] - Black Sesame's A2000 chip, set to launch in 2025, is designed to meet the computational demands of advanced driving in complex scenarios, supporting full-scene general driving assistance [3] Group 3: Market Position and Goals - Yuanrong Qixing aims to lead the AI industry transformation with its innovative technology and has already delivered 200,000 vehicles equipped with urban NOA (Navigation On Autopilot) [5] - The collaboration is expected to drive the large-scale application of advanced driving technology, contributing to the high-quality development of the smart automotive industry [5]

Core Insights - Hezhima Intelligent and Yuanrong Qihang have reached a deep cooperation agreement to establish a dual linkage of capital and business [1] - The collaboration will leverage both companies' core advantages in chip technology and advanced driver-assistance systems (ADAS) models and algorithms [1] - They aim to jointly develop high-performance, cost-effective advanced driving assistance solutions based on Hezhima Intelligent's next-generation automotive-grade high-performance computing chip platform [1] - The partnership will focus on expanding industry application scenarios, promoting the large-scale implementation of technology, and exploring deployment scenarios in emerging fields such as Robotaxi [1]