编辑 杨娟娟 校对 柳宝庆 何小鹏特别提到，要把全球供产的规模化能力建扎实。"我们的供应链、制造、物流、备件、服务，正 走向'全球协同'。太多车企的全球化，倒在了团队没建好、能力跟不上，最终导致品质和口碑跟不上。 我们要持续构建高效的全球供产规模化的体系，从供应满足、规模生产、物流保障、投资管控等维度升 级。这是小鹏走向全球化的地基——不能飘，必须实。" 新京报贝壳财经讯（记者张冰）2月24日，马年春节假期后开工第一天，小鹏汽车董事长、首席执行官 何小鹏向小鹏全体员工发布了一封开工信。何小鹏称，2026年小鹏要做"一个把技术探索的势能，全面 转化为规模量产动能的具身智能公司"，机器人、飞行汽车、Robotaxi（自动驾驶出租车）三大前沿AI 业务，在同一年全部量产。谈到汽车海外业务时，他期望2026年小鹏的海外销量翻番，到2030年海外要 卖100万辆，贡献七成以上利润。 何小鹏将出海打法总结为八个字："尖刀 "破局，"红毯 "留人。其中"尖刀"指产品和市场：六款车型， 价格带覆盖10万元级到20万元级，主攻以色列、德国、挪威、泰国、法国五个市场；渠道网点今年翻倍 到680家，线索量翻倍。"红毯"是交付和服务 ...

Core Insights - WeRide and Uber have officially launched the first Robotaxi commercial operation service in downtown Abu Dhabi, marking the first deployment of autonomous vehicles in the area [1] - The Robotaxi service now covers approximately 70% of the core areas in Abu Dhabi, expanding the operational range significantly [1] - Currently, each vehicle is equipped with a safety operator, with plans to transition to fully autonomous operation in phases [1] Company Operations - WeRide has deployed over 200 Robotaxis in the Middle East region, indicating a strong presence in the autonomous vehicle market [1] - Tawasul Transport, a local transportation company, is managing the WeRide Robotaxi fleet on the Uber platform, providing fleet management services [1]

Group 1 - The core point of the article is that Cao Cao Mobility has deployed a fleet of 100 Robotaxi vehicles in Hangzhou, marking the transition to large-scale operational verification of its autonomous driving services [2] - The deployment is supported by the world's first "green intelligent traffic island," aimed at facilitating the shift from human-driven to unmanned operations [2] - Cao Cao Mobility has outlined a clear "three-step" strategy, currently in the second phase, focusing on transitioning from a safety driver to unmanned operations and exploring a mixed operation model [2] Group 2 - The company aims to validate service reliability and improve fulfillment processes and passenger experience as the fleet size increases [2] - To support large-scale automated operations, the "green intelligent traffic island" features functions such as automatic battery swapping, cleaning, vehicle interior organization, intelligent scheduling, and automatic settlement [2] - In addition to domestic expansion, Cao Cao Mobility is actively pursuing international cooperation, having signed a memorandum of understanding with the Abu Dhabi Investment Office (ADIO) to establish a local office and promote autonomous driving technology trials [3] Group 3 - The company is collaborating with Geely and related partners to develop a fully customized Robotaxi model with pre-installed autonomous driving components, which is expected to be unveiled this year [3] - The plan includes a target of deploying a total of 100,000 units by 2030 [3]

估值较上一轮翻倍 当地时间2月2日，谷歌母公司Alphabet旗下自动驾驶公司Waymo在其官方博客宣布，已完成160亿美元（约合人民币1110亿元）融资，投后估值达到1260 亿美元（约合人民币8744亿元），成为自动驾驶领域近年来规模最大的单笔融资之一。 除了Alphabet作为主要投资者继续支持外，本轮融资由Dragoneer投资集团（Dragoneer Investment Group）、DST Global和红杉资本（Sequoia Capital）领 投，安德森·霍洛维茨基金（a16z）、穆巴达拉资本、贝塞默风险投资、银湖资本、老虎环球基金及T. Rowe Price等机构跟投。 Waymo在博客中披露，2025年公司年订单量同比增长超过两倍，达到1500万次，截至目前累计订单量已超过2000万次。其无人驾驶出租车服务目前每周 提供超过40万次出行。 当前，自动驾驶行业正从无人测试和小规模商业化应用阶段，加速迈向规模化扩张。 海外市场，特斯拉自动驾驶布局明显提速。在近日的四季度财报电话会中，特斯拉CEO埃隆·马斯克透露，特斯拉的Robotaxi（自动驾驶出租车）车队规模 已超500辆，预计2026 ...

以下文章来源于一见Auto ，作者郑植文 一见Auto . 汽车竞争中的野心、方法论与新秩序。21世纪经济报道旗下汽车报道品牌。 记者｜郑植文 编辑｜吴晓宇 特斯拉再次站在了历史的分水岭上。这一次，挑战前所未有： 特斯拉交出了历史上首次年度 营收下滑的成绩单。 | (nusualted) | | | | | | | | --- | --- | --- | --- | --- | --- | --- | | ($ in millions, except percentages and per share data) | Q4-2024 | Q1-2025 | Q2-2025 | Q3-2025 | Q4-2025 | YoY | | Total automotive revenues | 19,798 | 13,967 | 16,661 | 21,205 | 17,693 | -11% | | Energy generation and storage revenue | 3,061 | 2,730 | 2,789 | 3,415 | 3,837 | 25% | | Services and other rev ...

21世纪经济报道记者 郑植文 上海报道 特斯拉再次站在了历史的分水岭上。这一次，挑战前所未有：特斯拉交出了历史上首次年度营收下滑的 成绩单。 北京时间2026年1月29日，特斯拉正式发布2025年第四季度及全年财报。 2025年，特斯拉的"基本盘"汽车业务面临显著压力。2025年特斯拉全球生产电动车约 165.5 万辆、交付 163.6 万辆，分别同比下降6.7%、8.6%，全年总营收948.27亿美元，同比下滑3%；净利润为37.94亿美 元，同比大幅下降46%。 在自动驾驶领域，特斯拉首次披露了FSD（全自动驾驶）付费用户数约为110万，占其累计车辆销量的 12%。这一数据虽然显示出一定的用户基础，但也表明其渗透率仍有巨大提升空间。公司正坚定地从一 次性买断模式转向订阅制，以期获得更稳定、可持续的软件收入。在运营层面，特斯拉已在奥斯汀取消 了Robotaxi服务的安全员，并计划在今年年底前将服务扩展到美国四分之一到一半的地区（取决于监管 批准），覆盖数十座城市。马斯克断言，从长远看，未来其自动驾驶出租车Cybercab的年产量将超过其 他所有车型的总和。 机器人业务则面临着更严峻的现实挑战与更高的未来期望 ...

Group 1 - The National Cyberspace Administration and other departments are focusing on rectifying online chaos in the automotive industry, taking legal action against accounts that spread defamatory information and disrupt market order [2] - The accounts involved have been reported for maliciously stirring negative topics and distorting financial reports, with platforms like "Autohome" engaging in irregular evaluations [2] Group 2 - WeRide announced that its global Robotaxi deployment has surpassed 1,000 units, reaching a total of 1,023 as of January 12, with operations in Guangzhou, Beijing, and Abu Dhabi [6] - The Abu Dhabi fleet is nearing single-vehicle breakeven, and WeRide aims to deploy tens of thousands of Robotaxis globally by 2030 [6] Group 3 - Hino Motors plans to sell its entire 2% stake in Hino Automotive to Toyota, with the sale expected to generate proceeds of 30.116 billion yen [6]

Group 1 - The core point of the article is that WeRide (WRD.US) has announced a significant expansion of its Robotaxi fleet, which has grown to 1,023 vehicles as of January 12, 2026 [1] - WeRide's Robotaxi service is now operational in over 10 major cities globally, including Guangzhou, Beijing, and Abu Dhabi, where it has achieved commercial operation with fully autonomous vehicles [1] - The Abu Dhabi fleet is on track to reach breakeven on a per-vehicle basis, indicating a positive financial outlook for the company's operations in that region [1]

Core Insights - The company, WeRide, announced that as of January 12, 2026, its global Robotaxi fleet will consist of 1,023 vehicles [1] - WeRide's Robotaxi service has entered over 10 major cities worldwide, with commercial operations in Guangzhou, Beijing, and Abu Dhabi being fully unmanned [1] - The Abu Dhabi fleet is on track to achieve single-vehicle breakeven [1]

Core Viewpoint - The automatic driving sector is experiencing significant momentum following NVIDIA's announcement of the Alpamayo series of open-source AI models and tools aimed at enhancing autonomous vehicle development, with expectations to launch L4-level Robotaxi by 2027 [1][2][3]. Group 1: NVIDIA's Announcement - NVIDIA introduced the Alpamayo series at CES 2026, which includes open-source AI models, simulation tools, and datasets to accelerate the development of reasoning-based autonomous vehicles [2]. - Alpamayo 1 features a 100 billion parameter model designed to enable autonomous vehicles to perceive, reason, and act in rare or complex scenarios [2]. - The Rubin platform, part of this announcement, offers a tenfold reduction in reasoning costs compared to the previous Blackwell platform, with training performance improved by 3.5 times and AI software performance enhanced by five times, expected to ship in the second half of the year [2]. Group 2: Industry Impact - Following NVIDIA's announcement, multiple stocks in the A-share automatic driving sector experienced rapid trading halts, indicating strong market interest and confidence [1][4]. - The automatic driving industry is entering an acceleration phase, with the Chinese government granting the first L3-level conditional autonomous driving vehicle licenses, marking a transition from testing to commercial application [4]. - By the end of 2025, Pony.ai announced that its Robotaxi fleet exceeded 1,159 vehicles, surpassing its strategic goal of 1,000 vehicles [4]. Group 3: Future Prospects - Analysts suggest that the development of the Robotaxi industry is entering a rapid growth phase, with the core of L3-level autonomous driving licenses shifting responsibility to vehicle manufacturers and system suppliers [4]. - Companies with advanced intelligent technology, engineering capabilities, and strong supply chain management are expected to benefit first from this transition [5].