{"id":624399,"date":"2026-03-08T23:57:28","date_gmt":"2026-03-09T06:57:28","guid":{"rendered":"https:\/\/nai500.com\/?p=624399"},"modified":"2026-03-08T23:57:28","modified_gmt":"2026-03-09T06:57:28","slug":"10-robotaxi","status":"publish","type":"post","link":"https:\/\/nai500.com\/zh-hans\/blog\/2026\/03\/10-robotaxi\/","title":{"rendered":"10 \u652f\u63a8\u52a8 Robotaxi \u6fc0\u589e\u7684\u4e2d\u56fd\u51fa\u884c\u80a1"},"content":{"rendered":"

WeRide \u4e0e Geely \u7684 Farizon \u65b0\u4f9b\u5e94\u534f\u8bae\u5c06\u5728 2026 \u5e74\u524d\u4ea4\u4ed8 2,000 \u8f86\u4e13\u7528 Robotaxi GXR\uff0c\u8fd9\u4e00\u6d88\u606f\u662f\u4e2d\u56fd\u81ea\u52a8\u9a7e\u9a76\u4ece\u8bd5\u70b9\u8d70\u5411\u4ea7\u4e1a\u5316\u6700\u660e\u663e\u7684\u4fe1\u53f7\u3002\u8be5\u91cc\u7a0b\u7891\u538b\u7f29\u4e86\u6210\u672c\u3001\u52a0\u901f\u4e86\u89c4\u6a21\u5316\uff0c\u5e76\u5c06\u4e2d\u56fd\u7684\u81ea\u52a8\u9a7e\u9a76\u6807\u51c6\u5e26\u5230\u4e2d\u4e1c\u3001\u4e1c\u5357\u4e9a\u548c\u6b27\u6d32\u3002\u5bf9\u6295\u8d44\u8005\u800c\u8a00\uff0c\u8fd9\u4e00\u8bfb\u89e3\u8d85\u8d8a\u4e86\u5355\u4e00\u4ea4\u6613\uff1a\u4e00\u4e2a\u8d44\u672c\u9ad8\u6548\u3001\u653f\u7b56\u5951\u5408\u7684\u51fa\u884c\u751f\u6001\u6b63\u5728\u7535\u6c60\u3001\u4e91\u3001AI \u548c\u6574\u8f66\u5e73\u53f0\u95f4\u6210\u5f62\u3002\u4ee5\u4e0b\u662f\u968f\u7740 robotaxi \u5168\u7403\u94fa\u5f00\u6700\u6709\u4f18\u52bf\u7684\u5341\u53ea\u4e2d\u56fd\u4e0a\u5e02\u6807\u7684\u3002<\/p>\n

Robotaxi \u5236\u9020\u8fbe\u5230\u4e2d\u56fd\u7ea7\u89c4\u6a21<\/h3>\n

WeRide \u4e0e Farizon \u7684\u8ba1\u5212\u628a\u6c7d\u8f66\u751f\u4ea7\u601d\u7ef4\u5e26\u5165\u81ea\u52a8\u9a7e\u9a76\u9886\u57df\u3002\u5347\u7ea7\u540e\u7684 GXR \u5c06\u88c5\u914d\u65f6\u95f4\u4ece\u7ea6\u4e00\u5c0f\u65f6\u7f29\u77ed\u5230\u4e0d\u8db3 10 \u5206\u949f\uff0c\u91c7\u7528 AI \u9a71\u52a8\u7684\u7ebf\u63a7\u5e95\u76d8\uff0c\u5e76\u7784\u51c6\u8fdb\u4e00\u6b65\u964d\u4f4e\u6574\u8f66\u6210\u672c 15%\u3002\u8fd9\u662f\u671d\u7740\u5728\u6ca1\u6709\u4eba\u7c7b\u5b89\u5168\u9a7e\u9a76\u5458\u60c5\u51b5\u4e0b\u5b9e\u73b0\u5355\u4f4d\u7ecf\u6d4e\u53ef\u884c\u6027\u7684\u5173\u952e\u4e00\u6b65\u3002WeRide \u9884\u8ba1\u4eca\u5e74\u53ef\u5c06\u8fd0\u8425\u4e2d\u7684 robotaxi \u8f66\u961f\u63a8\u5347\u81f3 2,600 \u8f86\u4ee5\u4e0a\uff08\u622a\u81f3\u4e00\u6708\u4e3a 1,023 \u8f86\uff09\uff0c\u5e76\u6709\u671b\u5728 2030 \u5e74\u524d\u8fbe\u5230\u6570\u4e07\u8f86\u89c4\u6a21\u3002\u5728 Geely \u7684\u89c4\u6a21\u5316\u5236\u9020\u4e0b\uff0c\u8be5\u6a21\u5f0f\u5177\u5907\u53ef\u590d\u5236\u6027\u3002GXR \u5df2\u5728\u5e7f\u5dde\u3001\u5317\u4eac\u548c\u963f\u5e03\u624e\u6bd4\u5b9e\u73b0\u7eaf\u65e0\u4eba\u9a7e\u9a76\u8fd0\u884c\uff0c\u9884\u8ba1\u6570\u5468\u5185\u5728\u8fea\u62dc\u5b9e\u73b0\u65e0\u4eba\u9a7e\u9a76\uff0c\u5e76\u8ba1\u5212\u4e8e 2026 \u5e74 4 \u6708 1 \u65e5\u5728\u65b0\u52a0\u5761\u5f00\u5c55\u516c\u5171\u670d\u52a1\u3002<\/p>\n

\u53ef\u51fa\u53e3\u7684\u5b89\u5168\u6280\u672f<\/h3>\n

\u6280\u672f\u6838\u5fc3\u81f3\u5173\u91cd\u8981\u3002WeRide \u57fa\u4e8e Sensor Suite 8.0 \u7684 GEN8 \u5957\u4ef6\u5c06\u70b9\u4e91\u5206\u8fa8\u7387\u63d0\u5347 17 \u500d\uff0c\u5e76\u5c06 LiDAR \u63a2\u6d4b\u8ddd\u79bb\u6269\u5c55\u5230 600 \u7c73\uff0c\u5728\u9ad8\u901f\u60c5\u5f62\u4e0b\u91ca\u653e\u8d85\u8fc7 70% \u7684\u66f4\u591a\u53cd\u5e94\u65f6\u95f4\uff0c\u5e76\u5728\u96e8\u96fe\u5929\u6c14\u4e2d\u4fdd\u6301\u7a33\u5b9a\u611f\u77e5\u3002\u8fd9\u4e0d\u4ec5\u662f\u89c4\u683c\u4e0a\u7684\u589e\u91cf\u63d0\u5347\uff1b\u5b83\u4f7f\u5f97\u5728\u4ea4\u901a\u89c4\u5219\u548c\u6c14\u5019\u5404\u5f02\u7684\u5e02\u573a\u4e2d\u5b9e\u73b0\u4e00\u81f4\u7684 L4 \u6027\u80fd\u6210\u4e3a\u53ef\u80fd\u3002WeRide \u5df2\u5728\u4e2d\u56fd\u3001UAE\u3001Singapore\u3001France\u3001Switzerland\u3001Saudi Arabia\u3001Belgium \u548c US \u7b49 8 \u4e2a\u53f8\u6cd5\u8f96\u533a\u83b7\u5f97\u81ea\u52a8\u9a7e\u9a76\u8bb8\u53ef\u3002\u7ed3\u5408 Farizon \u7684\u6807\u51c6\u5316\u667a\u80fd\u5236\u9020\uff0c\u8fd9\u4e00\u5408\u4f5c\u770b\u8d77\u6765\u50cf\u662f\u51fa\u53e3\u4e2d\u56fd\u7ea7\u81ea\u52a8\u9a7e\u9a76\u7684\u6a21\u7248\u3002<\/p>\n

\u653f\u7b56\u4e0e\u5e73\u53f0\u7684\u5408\u62cd<\/h3>\n

\u4e2d\u56fd\u7684\u521b\u65b0\u653f\u7b56\u4e3a\u81ea\u52a8\u9a7e\u9a76\u8bd5\u70b9\u548c\u5546\u4e1a\u5316\u5f00\u8f9f\u4e86\u5feb\u8f66\u9053\uff0c\u4ece\u5317\u4eac\u3001\u5e7f\u5dde\u5230\u56fd\u5bb6\u6807\u51c6\u5236\u5b9a\u3002\u7ed3\u679c\u662f\u4e00\u4e2a\u4ee5\u5e73\u53f0\u4e3a\u4e3b\u5bfc\u7684\u751f\u6001\uff1a\u4e91\u4e0e AI \u57fa\u7840\u8bbe\u65bd\u53cd\u54fa\u66f4\u4f18\u7684\u81ea\u52a8\u9a7e\u9a76\uff0c\u7535\u6c60\u964d\u4f4e\u603b\u4f53\u62e5\u6709\u6210\u672c\uff0c\u89c4\u6a21\u5316\u5236\u9020\u538b\u7f29\u8fed\u4ee3\u5468\u671f\u3002Alibaba \u8ba1\u5212\u5728\u4e09\u5e74\u5185\u5411\u4e91\u4e0e AI \u786c\u4ef6\u6295\u8d44\u8d85\u8fc7 3800 \u4ebf\u5143\uff0c\u8fd9\u52a0\u5f3a\u4e86 L4 \u73a9\u5bb6\u6240\u9700\u7684\u8bad\u7ec3\u4e0e\u4eff\u771f\u9aa8\u5e72\u3002\u66f4\u5e7f\u6cdb\u7684\u4f01\u4e1a\u57fa\u7840\u4e5f\u5f88\u6df1\u539a\uff1a\u6709 130 \u5bb6\u4e2d\u56fd\u4f01\u4e1a\u5165\u56f4 2025 \u5e74 Fortune Global 500\uff0c\u663e\u793a\u51fa\u80fd\u591f\u652f\u6491\u8d44\u672c\u5bc6\u96c6\u578b\u8f6c\u578b\u540c\u65f6\u4fdd\u6301\u5168\u7403\u7ade\u4e89\u529b\u7684\u8d44\u4ea7\u8d1f\u503a\u8868\u3002<\/p>\n

\u5f53\u524d\u503c\u5f97\u5173\u6ce8\u7684\u4e2d\u56fd\u51fa\u884c\u5341\u5927\u80a1\u7968<\/h3>\n

1) WeRide WRD, 0800.HK\uff1a\u9996\u5bb6\u516c\u5f00\u4ea4\u6613\u7684 robotaxi \u7eaf\u73a9\u5bb6\u3002\u8ba1\u5212\u5230 2026 \u5e74\u65b0\u589e 2,000 \u8f86\u4e13\u7528 GXR\uff0c\u4eca\u5e74\u5c06\u8f66\u961f\u63d0\u5347\u81f3 2,600 \u8f86\u4ee5\u4e0a\u3002GEN8 \u5957\u4ef6\u63a8\u52a8 600 \u7c73 LiDAR \u63a2\u6d4b\u8ddd\u79bb\u5e76\u5b9e\u73b0\u5168\u5929\u5019\u8fd0\u884c\u3002\u5168\u7403\u5f71\u54cd\uff1a\u5728 11 \u4e2a\u56fd\u5bb6\u8fd0\u8425\u6216\u83b7\u6279\uff0c\u5728\u4e2d\u56fd\u548c\u6d77\u6e7e\u5730\u533a\u5df2\u5b9e\u73b0\u65e0\u4eba\u9a7e\u9a76\u670d\u52a1\u3002<\/p>\n

2) Geely Auto 0175.HK\uff1a\u6bcd\u516c\u53f8 Geely \u4e3a Farizon \u63d0\u4f9b AI \u7ebf\u63a7\u5e95\u76d8\u548c\u6210\u719f\u7684\u4f9b\u5e94\u94fe\uff0c\u5927\u5e45\u524a\u51cf\u88c5\u914d\u65f6\u95f4\u3002\u91cc\u7a0b\u7891\uff1aFarizon \u7684 30111 \u6218\u7565\u76ee\u6807\u662f\u5728 2030 \u5e74\u5b9e\u73b0\u7532\u9187\u4e0e\u7535\u52a8\u8def\u7ebf\u5e74\u9500\u91cf 100 \u4e07\u8f86\u3002\u5168\u7403\u5f71\u54cd\uff1a\u4f5c\u4e3a\u53ef\u4e3a\u6b27\u6d32\u3001\u4e2d\u4e1c\u548c\u4e1c\u76df\u672c\u5730\u5316\u7684\u5e73\u53f0\u51fa\u53e3\u5546\u5df2\u6709\u6210\u719f\u7ecf\u9a8c\u3002<\/p>\n

3) BYD 1211.HK, 002594.SZ\uff1a\u5168\u7403\u6700\u5927\u7684\u63d2\u7535\u5f0f\u8f66\u8f86\u5236\u9020\u5546\uff0c2025 \u5e74\u8d85\u8fc7 Tesla\u3002\u7535\u6c60\u4e1a\u52a1 FinDreams \u5728 2024 \u5e74\u5360\u636e\u5168\u7403 17% \u5e02\u573a\u4efd\u989d\u3002\u91cc\u7a0b\u7891\uff1a\u5782\u76f4\u6574\u5408\u7684\u52a8\u529b\u603b\u6210\u548c LFP \u7535\u6c60\u964d\u4f4e robotaxi \u8fd0\u8425\u5546\u7684\u8f66\u961f TCO\u3002\u5168\u7403\u5f71\u54cd\uff1a\u5feb\u901f\u6269\u5f20\u7684\u51fa\u53e3\u4f7f BYD \u6210\u4e3a\u65b0\u5174\u5e02\u573a\u7535\u52a8\u51fa\u884c\u7684\u4f4e\u6210\u672c\u951a\u70b9\u3002<\/p>\n

4) Baidu BIDU\uff1aApollo Go \u5728\u591a\u4e2a\u4e2d\u56fd\u57ce\u5e02\u8fd0\u8425\u5546\u4e1a robotaxi \u670d\u52a1\uff0c\u5e76\u5411 OEM \u5408\u4f5c\u4f19\u4f34\u63d0\u4f9b L4 \u5957\u4ef6\u3002\u91cc\u7a0b\u7891\uff1a\u5728\u4e3b\u8981\u57ce\u5e02\u533a\u57df\u83b7\u5f97\u65e0\u4eba\u9a7e\u9a76\u8fd0\u8425\u7684\u76d1\u7ba1\u8bb8\u53ef\u3002\u5168\u7403\u5f71\u54cd\uff1aBaidu \u7684\u9ad8\u6e05\u5730\u56fe\u548c AI \u63a8\u65ad\u80fd\u529b\u662f\u4e2d\u56fd\u81ea\u52a8\u9a7e\u9a76\u6807\u51c6\u5236\u5b9a\u7684\u57fa\u77f3\u3002<\/p>\n

5) XPeng XPEV\uff1a2025 \u5e74\u7b2c\u4e00\u5b63\u5ea6\u6536\u5165\u540c\u6bd4\u589e\u957f 141.5%\uff0c\u4ea4\u4ed8\u91cf\u589e\u957f 331% \u81f3 94,008 \u8f86\u3002\u91cc\u7a0b\u7891\uff1a\u5728\u5176\u8f66\u961f\u4e2d\u5feb\u901f\u90e8\u7f72\u57ce\u5e02\u7ea7\u8f85\u52a9\u9a7e\u9a76\u529f\u80fd\u3002\u5168\u7403\u5f71\u54cd\uff1a\u4ee5\u8f6f\u4ef6\u4e3a\u5148\u7684\u7535\u52a8\u8f66\u67b6\u6784\u964d\u4f4e\u4e86\u4ece\u6d88\u8d39\u7ea7 ADAS \u5230\u8f66\u961f\u81ea\u52a8\u9a7e\u9a76\u7684\u4e0a\u624b\u95e8\u69db\u3002<\/p>\n

6) CATL 300750.SZ\uff1a\u6309\u88c5\u673a\u5bb9\u91cf\u8ba1\u7684\u5168\u7403\u9886\u5148\u7535\u52a8\u6c7d\u8f66\u7535\u6c60\u4f9b\u5e94\u5546\u3002\u91cc\u7a0b\u7891\uff1a\u9ad8\u5faa\u73af\u5bff\u547d\u7684 LFP \u5316\u5b66\u4f53\u7cfb\u4e0e\u5feb\u5145\u5e73\u53f0\u63d0\u9ad8\u4e86 robotaxi \u7684\u5229\u7528\u7387\u3002\u5168\u7403\u5f71\u54cd\uff1aCATL \u51b3\u5b9a\u7684\u7535\u6c60\u6210\u672c\u4e0e\u8010\u7528\u6027\u66f2\u7ebf\u5c06\u5de6\u53f3\u5168\u7403\u81ea\u52a8\u9a7e\u9a76\u8f66\u961f\u7684\u7ecf\u6d4e\u5b66\u3002<\/p>\n

7) Xiaomi 1810.HK\uff1a\u5728 2024 \u5e74\u83b7\u5f97\u81ea\u6709\u751f\u4ea7\u8d44\u8d28\u540e\u4ee5 SU7 \u8f7f\u8f66\u8fdb\u5165\u7535\u52a8\u6c7d\u8f66\u9886\u57df\u3002\u91cc\u7a0b\u7891\uff1a\u5c06\u6d88\u8d39\u7535\u5b50\u7ea7\u522b\u7684\u8f6f\u4ef6\u4e0e\u786c\u4ef6\u878d\u5408\u5230\u667a\u80fd\u7535\u52a8\u8f66\u4e2d\u3002\u5168\u7403\u5f71\u54cd\uff1a\u4e00\u4f53\u5316\u751f\u6001\u53ef\u968f\u7740\u81ea\u52a8\u9a7e\u9a76\u89c4\u6a21\u6269\u5927\u5ef6\u4f38\u5230\u7f51\u7ea6\u8f66\u548c\u4e92\u8054\u670d\u52a1\u3002<\/p>\n

8) Alibaba BABA, 9988.HK\uff1a\u627f\u8bfa\u5411\u4e91\u4e0e AI \u786c\u4ef6\u6295\u5165\u903e 3800 \u4ebf\u5143\u3002\u91cc\u7a0b\u7891\uff1a\u6784\u5efa\u4e2d\u56fd\u9762\u5411\u81ea\u52a8\u9a7e\u9a76\u5de5\u4f5c\u8d1f\u8f7d\u7684\u8bad\u7ec3\u3001\u4eff\u771f\u4e0e\u63a8\u7406\u57fa\u7840\u8bbe\u65bd\u3002\u5168\u7403\u5f71\u54cd\uff1a\u4e3a AV \u5f00\u53d1\u8005\u548c\u8fd0\u8425\u5546\u63d0\u4f9b\u56fd\u5185\u7ea7\u522b\u7684\u89c4\u6a21\u5316\u7b97\u529b\uff0c\u51cf\u5c11\u5bf9\u8fdb\u53e3\u82af\u7247\u4e0e\u670d\u52a1\u7684\u4f9d\u8d56\u3002<\/p>\n

9) SAIC Motor 600104.SS\uff1a\u901a\u8fc7 MG \u7b49\u54c1\u724c\u6210\u4e3a\u4e2d\u56fd\u9500\u91cf\u9886\u5148\u8005\uff0c\u5e76\u4e0e\u667a\u80fd\u9a7e\u9a76\u6df1\u5ea6\u5408\u4f5c\u3002\u91cc\u7a0b\u7891\uff1a\u9762\u5411\u5927\u4f17\u5e02\u573a\u7684\u7535\u52a8\u5e73\u53f0\u4e0e\u6d77\u5916\u88c5\u914d\u652f\u6491\u7ecf\u6d4e\u578b\u8f66\u961f\u8f66\u8f86\u3002\u5168\u7403\u5f71\u54cd\uff1a\u5411\u6b27\u6d32\u548c\u62c9\u7f8e\u7684\u51fa\u53e3\u89c4\u6a21\u5c06\u4e2d\u56fd\u7684\u667a\u80fd\u7535\u52a8\u8f66\u6807\u51c6\u5e26\u5165\u4e3b\u6d41\u7ec6\u5206\u5e02\u573a\u3002<\/p>\n

10) NIO NIO\uff1a\u9ad8\u7aef\u7535\u52a8\u8f66\u5236\u9020\u5546\uff0c\u62e5\u6709\u5168\u56fd\u8303\u56f4\u7684\u6362\u7535\u7f51\u7edc\u3002\u91cc\u7a0b\u7891\uff1a\u6362\u7535\u7ad9\u80fd\u51cf\u5c11\u9ad8\u5229\u7528\u7387\u8f66\u961f\u7684\u505c\u673a\u65f6\u95f4\u3002\u5168\u7403\u5f71\u54cd\uff1a\u8fd9\u4e00\u670d\u52a1\u6a21\u5f0f\u901a\u8fc7\u5c06\u80fd\u6e90\u8f6c\u5316\u4e3a\u53ef\u9884\u6d4b\u3001\u8282\u7701\u65f6\u95f4\u7684\u516c\u7528\u4e8b\u4e1a\uff0c\u8865\u5145 robotaxi \u8fd0\u8425\u3002<\/p>\n

\u4e2d\u56fd\u51fa\u884c\u7684\u5168\u7403\u7248\u56fe\u5728\u6269\u5927<\/h3>\n

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