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WeRide Robobus Receives Belgium's First Level 4 Permit, Leading AV Industry with Products Licensed in Seven Countries
Globenewswire· 2025-09-19 11:00
ANTWERP, Belgium, Sept. 19, 2025 (GLOBE NEWSWIRE) -- WeRide (Nasdaq: WRD), a global leader in autonomous driving technology, today announced that its Robobus has received Belgium's first federal test permit for a Level 4 autonomous shuttle. With this approval, WeRide becomes the only technology company in the world with products holding autonomous driving permits in seven countries: Belgium, China, France, the UAE, Saudi Arabia, Singapore, and the US. The permit, signed this week by Minister of Mobility, Cl ...
全球加速自动驾驶出租车商业化;预计 2030 年渗透率达 11%-Global Robotaxi_ Accelerating robotaxi commercialization; 11 penetration rate by 2030_35E
2025-09-19 03:15
行业与公司 * 行业为全球和中国Robotaxi(自动驾驶出租车)[1][10] * 涉及的公司包括百度、小马智行(Pony AI)、滴滴(DiDi)及其自动驾驶子公司滴滴Voyager、文远知行(WeRide)[1][10][12] 核心观点与论据 * 中国Robotaxi商业化进程加速 中国Robotaxi公司正通过部署车队、建立上下游合作伙伴关系以及拓展新市场来加速技术应用 这符合对自动驾驶技术的积极看法 能为乘客带来愉悦体验并为资产所有者提升运营效率[1] * 市场规模和渗透率预测显著上调 基于最新估计 将中国Robotaxi车队规模预测在2025-2035年间上调了4%至30% 具体为:2025E车队规模从4千辆上调至5千辆(渗透率0.1%) 2030E从53.5万辆上调至63.2万辆(渗透率11%) 2035E从230万辆上调至250万辆(渗透率31%)[10][11] * 车队扩张迅速 小马智行目标在年底前达到1000辆车队规模 其Gen7车型已在北京、深圳、广州进行公开道路测试 文远知行在阿布扎比的车队规模在25年第二季度较2024年增长两倍 并计划增至数百辆 百度宣布在迪拜部署1000辆Robotaxi 滴滴与广汽埃安合作 目标在2025年底前开始Robotaxi的批量生产[12] * 合作伙伴关系日益增多 小马智行、文远知行和百度的Robotaxi已或即将登陆Uber平台 覆盖中东、欧洲和亚洲市场 小马智行与腾讯云和微信出行服务平台合作 文远知行获得Grab投资并计划在东南亚部署Robotaxi 百度将与Lyft合作进入欧洲市场[12] * 市场范围持续扩大 上海于7月发布在浦东重点区域开展全无人商业Robotaxi服务的许可 小马智行将拓展至卡塔尔 文远知行在比利时开始无人巴士测试 百度计划通过Lyft合作进入德国和英国市场[12] * 单车收入潜力巨大 预计单车年收入将从2024年的1万美元增长至2035年的3.2万美元 增长动力源于日均订单数从14单提升、每单平均收入(ASP)从2.7美元增至3.0美元以及运营天数增加[13] 其他重要内容 * 城市层级渗透率差异 预测至2035年 一线城市(Tier-1)Robotaxi渗透率将达48% 二线城市(Tier-2)为35% 其他城市为14%[11] * 主要参与者份额预测 在2035E的250万辆总车队中 百度预计占57万辆 小马智行占61.5万辆 滴滴Voyager占60.3万辆 其他公司占71.4万辆[11] * 数据来源与报告关联 所有预测和数据均基于公司数据和高盛全球投资研究(Goldman Sachs Global Investment Research) 并关联其于2025年5月6日和2025年7月16日发布的相关研究报告[4][10]
Hesai Group (HSAI) Inks $40M Lidar Supply Deal with Robotaxi Firm
Yahoo Finance· 2025-09-18 16:40
Hesai Group (NASDAQ:HSAI) is one of the best lidar stocks to buy right now. On September 15, the global leader in lidar solutions for autonomous mobility announced the expansion of its production agreement with a leading robotaxi company in the US. Hesai Group (HSAI) Inks $40M Lidar Supply Deal with Robotaxi Firm Valued at over $40 million, the new deal encompasses deliveries scheduled to be completed by the end of 2026. The company supplies long-range and short-range lidar, affirming its role as a trust ...
Waymo and Via to offer robotaxis for public transit, starting with Arizona
Reuters· 2025-09-18 13:23
Alphabet's Waymo will offer its autonomous rides on Via Transportation's public transit platform, starting with Chandler city in Arizona, the companies said on Thursday. ...
What's Going On With Via Transportation Stock Thursday? - Alphabet (NASDAQ:GOOGL), Via Transportation (NYSE:VIA)
Benzinga· 2025-09-18 13:18
合作框架 - Via Transportation与Alphabet旗下Waymo达成战略合作 允许公共交通机构将完全无人驾驶网约车接入现有网络 [1] - 合作将从亚利桑那州钱德勒市的按需微交通项目开始试点 今年秋季在Chandler Flex项目中实施 [1][2] - 该框架使使用Via软件的机构能够将Waymo车辆作为本地交通服务的一部分进行路线规划 [1] 技术整合 - 机构可通过Via运营平台调度Waymo自动驾驶车队 将机器人出租车纳入现有的微交通调度、路线规划和报告工具 [2] - Via调度引擎将根据乘客需求和行程特征智能分配Waymo车辆 保持政府机构通过Via软件持续监控性能和合规性 [3] - 该整合为乘客提供交通系统内的无缝选择体验 而非独立的应用程序体验 [2] 市场数据 - Waymo每周在美国五个城市完成数十万次付费出行 累计自动驾驶里程达数千万英里 [4] - 内部数据显示Waymo在运营区域的致伤事故率显著低于人类驾驶 [4] - Via软件在30多个国家的数百个城市支持公共网络 [4] 市场反应 - Via Transportation股价在盘前交易中上涨5%至52.50美元 [4]
LYFT's Waymo Partnership Accelerates Stock to 3-Year High
Youtube· 2025-09-17 18:00
Welcome back to Next Trend Investing. It's time to discuss the latest with Lyft for FOMO today. And joining us is Marley Kaden, host for the Schwab Network.And so Marley, okay, I will say I was looking at this intraday chart. We pulled back from the initial spike we saw right out of the open, but I mean I'm not complaining about a a pretty monstrous move today in lift on the back of this way expanded partnership. Yes.And and still up almost 12%. So, still a considerable move to the upside on this news. Let' ...
Should You Get Too Optimistic on Tesla After Musk's $1B Bet?
ZACKS· 2025-09-17 15:15
Key Takeaways Elon Musk bought $1B of Tesla stock, sparking a rally and renewed investor excitement.Tesla faces delivery declines, revenue pressure, and intensifying EV competition.Ambitious bets on AI, robotaxis, and robotics could take years to impact results.Tesla (TSLA) grabbed headlines on Monday after CEO Elon Musk scooped up $1 billion worth of company shares, signaling a renewed focus. Retail investors cheered it as a vote of confidence, sending the stock up about 4% to cross the $400 mark. The rall ...
Lyft To Partner With Waymo In Nashville. Uber Stock Slides While Lyft Rallies.
Investors· 2025-09-17 14:55
Lyft (LYFT) stock jumped in Wednesday morning trading on news it will partner with Google-backed autonomous cab provider Waymo in Nashville. Uber Technologies (UBER) stock fell, as Lyft's larger rival has previously partnered with Waymo in other markets prior to this deal. Starting next year, Lyft will provide Waymo "end-to-end fleet management, including vehicle maintenance, infrastructure and depot operations for the Nashville fleet," the companies said in a joint announcement. Riders will be able to hail ...
Lyft and Waymo are partnering to bring robotaxis to Nashville
TechCrunch· 2025-09-17 13:10
Waymo has struck a deal with ride-hailing company Lyft to launch a robotaxi service in Nashville in 2026.The company said Wednesday it will begin testing its fleet of all-electric and autonomous Jaguar I-Pace vehicles in the Nashville area in the coming months and will open up the service to the public next year. The partnership agreement announced Wednesday comes as Waymo ramps up its robotaxi expansion from its initial commercial market of Phoenix to Atlanta, Austin, Los Angeles, and San Francisco. The A ...
French Ambassador to China Visits WeRide and Experiences Autonomous Driving Solutions
Globenewswire· 2025-09-17 10:22
公司业务与产品 - 公司是全球自动驾驶行业领导者和先行者 也是首家公开上市的Robotaxi公司[6] - 公司提供从L2到L4级别的自动驾驶产品和服务 覆盖出行、物流和环卫行业的交通需求[6] - 公司与雷诺集团合作 计划到2030年推出新款量产自动驾驶Robobus[4] 技术实力与认证 - 公司自动驾驶车辆已在11个国家超过30个城市进行测试或运营[6] - 公司是唯一在六个市场获得自动驾驶许可的技术公司 包括中国、新加坡、法国、沙特、阿联酋和美国[6] - 公司搭载WeRide One智能平台 具备多功能、高性价比和高适应性特点[6] 国际市场拓展 - 法国驻华大使率代表团参观公司 了解在法业务和未来计划[1] - 公司在法国Drôme地区推出欧洲首个全无人驾驶Robobus商业部署[8] - 2024-2025年连续两年在巴黎罗兰加洛斯提供专属L4级自动驾驶Robobus接驳服务[8] 重要里程碑 - 2025年3月27日获得法国L4级无人驾驶公共道路测试和运营许可 与当地运营商beti合作[8] - 2025年2月27日联合beti、雷诺集团和Macif在法国启动商业部署[8] - 公司入选《财富》杂志2024年"未来50强"榜单[6]