{"id":624400,"date":"2026-03-09T00:02:28","date_gmt":"2026-03-09T07:02:28","guid":{"rendered":"https:\/\/nai500.com\/?p=624400"},"modified":"2026-03-09T00:02:28","modified_gmt":"2026-03-09T07:02:28","slug":"10-robotaxi","status":"publish","type":"post","link":"https:\/\/nai500.com\/zh-hant\/blog\/2026\/03\/10-robotaxi\/","title":{"rendered":"10 \u6a94\u63a8\u52d5 Robotaxi \u6fc0\u589e\u7684\u4e2d\u570b\u51fa\u884c\u80a1"},"content":{"rendered":"

WeRide \u8207 Geely \u7684 Farizon \u65b0\u4f9b\u61c9\u5354\u8b70\uff0c\u5c07\u5728 2026 \u5e74\u524d\u4ea4\u4ed8 2,000 \u8f1b\u5c08\u7528 Robotaxi GXR\uff0c\u9019\u662f\u4e2d\u570b\u81ea\u52d5\u99d5\u99db\u5f9e\u8a66\u9ede\u8d70\u5411\u7522\u696d\u5316\u6700\u660e\u986f\u7684\u4fe1\u865f\u3002\u6b64\u91cc\u7a0b\u7891\u58d3\u7e2e\u6210\u672c\u3001\u52a0\u901f\u898f\u6a21\u5316\uff0c\u4e26\u628a\u4e2d\u570b\u7684 AV \u6a19\u6e96\u5e36\u5230\u4e2d\u6771\u3001\u6771\u5357\u4e9e\u8207\u6b50\u6d32\u3002\u5c0d\u6295\u8cc7\u4eba\u800c\u8a00\uff0c\u9019\u4e0d\u53ea\u662f\u4e00\u7b46\u4ea4\u6613\uff1a\u4e00\u500b\u8cc7\u672c\u6548\u7387\u9ad8\u3001\u7b26\u5408\u653f\u7b56\u7684\u51fa\u884c\u751f\u614b\u6b63\u5728\u96fb\u6c60\u3001\u96f2\u7aef\u3001AI \u8207\u8eca\u8f1b\u5e73\u53f0\u4e0a\u6210\u5f62\u3002\u4ee5\u4e0b\u662f\u96a8\u8457 robotaxi \u5728\u5168\u7403\u5c55\u958b\uff0c\u6700\u5177\u512a\u52e2\u7684\u5341\u6a94\u5728\u4e2d\u570b\u4e0a\u5e02\u6a19\u7684\u3002<\/p>\n

Robotaxi \u88fd\u9020\u9054\u5230\u4e2d\u570b\u898f\u6a21<\/h3>\n

WeRide \u8207 Farizon \u7684\u8a08\u5283\u628a\u6c7d\u8eca\u751f\u7522\u601d\u7dad\u5e36\u5165\u81ea\u52d5\u99d5\u99db\u9818\u57df\u3002\u5347\u7d1a\u5f8c\u7684 GXR \u5c07\u7d44\u88dd\u6642\u9593\u5f9e\u7d04\u4e00\u5c0f\u6642\u7e2e\u77ed\u5230\u4e0d\u5230\u5341\u5206\u9418\uff0c\u63a1\u7528 AI \u652f\u63f4\u7684 drive-by-wire \u5e95\u76e4\uff0c\u4e26\u76ee\u6a19\u9032\u4e00\u6b65\u6e1b\u5c11 15% \u7684\u6574\u8eca\u6210\u672c\u3002\u9019\u662f\u671d\u5411\u4e0d\u9700\u4eba\u985e\u5b89\u5168\u99d5\u99db\u54e1\u4e5f\u80fd\u594f\u6548\u7684\u55ae\u4f4d\u7d93\u6fdf\u6027\u7684\u6c7a\u5b9a\u6027\u4e00\u6b65\u3002WeRide \u9810\u8a08\u4eca\u5e74\u5176\u904b\u71df\u4e2d\u7684 robotaxi \u8eca\u968a\u5c07\u63a8\u5347\u81f3\u8d85\u904e 2,600 \u8f1b\uff08\u4eca\u5e74 1 \u6708\u70ba 1,023 \u8f1b\uff09\uff0c\u4e26\u6709\u8996\u91ce\u5728 2030 \u5e74\u9054\u5230\u6578\u842c\u8f1b\u3002\u5728 Geely \u898f\u6a21\u5316\u751f\u7522\u4e0b\uff0c\u9019\u500b\u8eca\u578b\u53ef\u671b\u5927\u898f\u6a21\u6d41\u901a\u3002GXR \u5df2\u5728\u5ee3\u5dde\u3001\u5317\u4eac\u8207\u963f\u5e03\u9054\u6bd4\u5be6\u73fe\u5b8c\u5168\u7121\u4eba\u99d5\u99db\uff0c\u8fea\u62dc\u7684\u7121\u4eba\u670d\u52d9\u9810\u8a08\u6578\u9031\u5167\u4e0a\u7dda\uff0c\u65b0\u52a0\u5761\u7684\u516c\u958b\u670d\u52d9\u5247\u8a02\u65bc 2026 \u5e74 4 \u6708 1 \u65e5\u555f\u52d5\u3002<\/p>\n

\u53ef\u8f38\u51fa\u7684\u5b89\u5168\u6280\u8853<\/h3>\n

\u6280\u8853\u6838\u5fc3\u975e\u5e38\u91cd\u8981\u3002WeRide \u5efa\u69cb\u5728 Sensor Suite 8.0 \u4e4b\u4e0a\u7684 GEN8 \u67b6\u69cb\u5c07\u9ede\u96f2\u89e3\u6790\u5ea6\u63d0\u5347 17 \u500d\uff0c\u4e26\u5c07 LiDAR \u5075\u6e2c\u8ddd\u96e2\u5ef6\u9577\u81f3 600 \u516c\u5c3a\uff0c\u5728\u9ad8\u901f\u60c5\u5883\u4e0b\u89e3\u9396\u8d85\u904e 70% \u7684\u66f4\u591a\u53cd\u61c9\u6642\u9593\uff0c\u4e14\u5728\u96e8\u9727\u689d\u4ef6\u4e0b\u7dad\u6301\u7a69\u5b9a\u611f\u77e5\u3002\u9019\u4e0d\u53ea\u662f\u898f\u683c\u7684\u6f38\u9032\u5f0f\u63d0\u5347\uff1b\u5b83\u662f\u80fd\u5728\u9053\u8def\u898f\u5247\u8207\u5929\u5019\u5404\u7570\u7684\u5e02\u5834\u4e2d\u5be6\u73fe\u4e00\u81f4 L4 \u6027\u80fd\u7684\u95dc\u9375\u3002WeRide \u5df2\u5728\u4e2d\u570b\u3001\u963f\u806f\u914b\u3001\u65b0\u52a0\u5761\u3001\u6cd5\u570b\u3001\u745e\u58eb\u3001\u6c99\u70cf\u5730\u3001\u6bd4\u5229\u6642\u8207\u7f8e\u570b\u7b49\u516b\u500b\u53f8\u6cd5\u7ba1\u8f44\u5340\u53d6\u5f97\u81ea\u52d5\u99d5\u99db\u8a31\u53ef\u3002\u7d50\u5408 Farizon \u7684\u6a19\u6e96\u5316\u667a\u6167\u88fd\u9020\uff0c\u9019\u500b\u5925\u4f34\u95dc\u4fc2\u770b\u8d77\u4f86\u50cf\u662f\u51fa\u53e3\u4e2d\u570b\u7d1a\u81ea\u52d5\u99d5\u99db\u7684\u7bc4\u672c\u3002<\/p>\n

\u653f\u7b56\u8207\u5e73\u53f0\u7684\u5354\u540c<\/h3>\n

\u4e2d\u570b\u7684\u5275\u65b0\u653f\u7b56\u70ba AV \u8a66\u9ede\u8207\u5546\u696d\u5316\u958b\u8a2d\u4e86\u5feb\u8eca\u9053\uff0c\u5f9e\u5317\u4eac\u8207\u5ee3\u5dde\u5230\u570b\u5bb6\u6a19\u6e96\u5236\u5b9a\u3002\u7d50\u679c\u662f\u4ee5\u5e73\u53f0\u70ba\u4e3b\u5c0e\u7684\u751f\u614b\u7cfb\u7d71\uff1a\u96f2\u7aef\u8207 AI \u57fa\u790e\u8a2d\u65bd\u53cd\u54fa\u66f4\u4f73\u7684\u81ea\u52d5\u99d5\u99db\uff0c\u96fb\u6c60\u964d\u4f4e\u7e3d\u6301\u6709\u6210\u672c\uff0c\u91cf\u7522\u58d3\u7e2e\u8fed\u4ee3\u9031\u671f\u3002\u963f\u91cc\u5df4\u5df4\u8a08\u5283\u5728\u4e09\u5e74\u5167\u6295\u8cc7\u8d85\u904e 3,800 \u5104\u4eba\u6c11\u5e63\u65bc\u96f2\u8207 AI \u786c\u9ad4\uff0c\u5f37\u5316 L4 \u5ee0\u5546\u6240\u9700\u7684\u8a13\u7df4\u8207\u6a21\u64ec\u9aa8\u5e79\u3002\u66f4\u5ee3\u6cdb\u7684\u4f01\u696d\u57fa\u790e\u4e5f\u5f88\u6df1\uff1a\u6709 130 \u5bb6\u4e2d\u570b\u516c\u53f8\u5165\u9078 2025 \u5e74 Fortune Global 500\uff0c\u986f\u793a\u80fd\u4ee5\u8cc7\u7522\u8ca0\u50b5\u8868\u627f\u64d4\u8cc7\u672c\u5bc6\u96c6\u578b\u8f49\u578b\uff0c\u540c\u6642\u4fdd\u6301\u5168\u7403\u7af6\u722d\u529b\u3002<\/p>\n

\u73fe\u5728\u503c\u5f97\u95dc\u6ce8\u7684\u5341\u5927\u4e2d\u570b\u51fa\u884c\u80a1<\/h3>\n

1) WeRide WRD, 0800.HK\uff1a\u9996\u6a94\u516c\u958b\u4ea4\u6613\u7684 robotaxi \u7d14\u6a19\u7684\u30022026 \u5e74\u524d\u65b0\u589e 2,000 \u8f1b\u5c08\u7528 GXR\uff0c\u4eca\u5e74\u8eca\u968a\u5347\u81f3 2,600 \u8f1b\u4ee5\u4e0a\u3002GEN8 \u67b6\u69cb\u63a8\u52d5 600 \u516c\u5c3a LiDAR \u5075\u6e2c\u8207\u5168\u5929\u5019\u4f5c\u696d\u3002\u5168\u7403\u5f71\u97ff\uff1a\u5728 11 \u500b\u570b\u5bb6\u904b\u71df\u6216\u7372\u5f97\u8a31\u53ef\uff0c\u4e2d\u570b\u8207\u6d77\u7063\u5730\u5340\u5df2\u6709\u7121\u4eba\u99d5\u99db\u670d\u52d9\u4e0a\u7dda\u3002<\/p>\n

2) Geely Auto 0175.HK\uff1a\u6bcd\u516c\u53f8 Geely \u63d0\u4f9b Farizon \u7684 AI drive-by-wire \u5e95\u76e4\u53ca\u6210\u719f\u4f9b\u61c9\u93c8\uff0c\u80fd\u5927\u5e45\u7e2e\u77ed\u7d44\u88dd\u6642\u9593\u3002\u91cc\u7a0b\u7891\uff1aFarizon \u7684 30111 \u7b56\u7565\u76ee\u6a19\u5728 2030 \u5e74\u9054\u6210\u5e74\u92b7\u552e 100 \u842c\u8f1b\uff08\u6db5\u84cb\u7532\u9187\u8207\u96fb\u52d5\u8def\u7dda\uff09\u3002\u5168\u7403\u5f71\u97ff\uff1a\u5df2\u88ab\u9a57\u8b49\u7684\u5e73\u81fa\u51fa\u53e3\u80fd\u529b\uff0c\u80fd\u91dd\u5c0d\u6b50\u6d32\u3001\u4e2d\u6771\u8207 ASEAN \u5728\u5730\u5316\u3002<\/p>\n

3) BYD 1211.HK, 002594.SZ\uff1a\u5168\u7403\u6700\u5927\u7684\u63d2\u96fb\u5f0f\u8eca\u8f1b\u88fd\u9020\u5546\uff0c2025 \u5e74\u8d85\u8d8a Tesla\u3002\u96fb\u6c60\u5b50\u516c\u53f8 FinDreams \u5728 2024 \u5e74\u63e1\u6709 17% \u7684\u5168\u7403\u5e02\u5360\u3002\u91cc\u7a0b\u7891\uff1a\u5782\u76f4\u6574\u5408\u7684\u52d5\u529b\u7cfb\u7d71\u8207 LFP \u96fb\u6c60\uff0c\u964d\u4f4e robotaxi \u71df\u904b\u8005\u7684\u8eca\u968a TCO\u3002\u5168\u7403\u5f71\u97ff\uff1a\u5feb\u901f\u64f4\u5f35\u7684\u51fa\u53e3\u4f7f BYD \u6210\u70ba\u65b0\u8208\u5e02\u5834\u96fb\u52d5\u5316\u51fa\u884c\u7684\u4f4e\u6210\u672c\u9328\u9ede\u3002<\/p>\n

4) Baidu BIDU\uff1aApollo Go \u5728\u591a\u500b\u4e2d\u570b\u57ce\u5e02\u71df\u904b\u5546\u696d robotaxi \u670d\u52d9\uff0c\u4e14\u5411 OEM \u5925\u4f34\u4f9b\u61c9 L4 \u5806\u758a\u3002\u91cc\u7a0b\u7891\uff1a\u5728\u4e3b\u8981\u90fd\u5e02\u5340\u7372\u5f97\u7121\u4eba\u99d5\u99db\u4f5c\u696d\u7684\u76e3\u7ba1\u901a\u904e\u3002\u5168\u7403\u5f71\u97ff\uff1aBaidu \u7684\u9ad8\u7cbe\u5ea6\u5730\u5716\u8207 AI \u63a8\u7406\u80fd\u529b\u662f\u4e2d\u570b\u81ea\u52d5\u99d5\u99db\u6a19\u6e96\u5236\u5b9a\u7684\u57fa\u790e\u3002<\/p>\n

5) XPeng XPEV\uff1a2025 \u5e74\u7b2c\u4e00\u5b63\u71df\u6536\u5e74\u589e 141.5%\uff0c\u4ea4\u8eca\u91cf\u5e74\u589e 331% \u81f3 94,008 \u8f1b\u3002\u91cc\u7a0b\u7891\uff1a\u5728\u8eca\u968a\u4e2d\u5feb\u901f\u63a8\u51fa\u57ce\u5e02\u7d1a\u5225\u7684\u8f14\u52a9\u99d5\u99db\u529f\u80fd\u3002\u5168\u7403\u5f71\u97ff\uff1a\u4ee5\u8edf\u9ad4\u70ba\u5148\u7684\u96fb\u52d5\u8eca\u67b6\u69cb\u964d\u4f4e\u5f9e\u6d88\u8cbb\u8005 ADAS \u5230\u8eca\u968a\u81ea\u52d5\u99d5\u99db\u7684\u4e0a\u624b\u9580\u6abb\u3002<\/p>\n

6) CATL 300750.SZ\uff1a\u4f9d\u64da\u88dd\u6a5f\u5bb9\u91cf\u8a08\u7684\u5168\u7403\u9818\u5148 EV \u96fb\u6c60\u4f9b\u61c9\u5546\u3002\u91cc\u7a0b\u7891\uff1a\u9ad8\u5faa\u74b0\u58fd\u547d\u7684 LFP \u5316\u5b78\u9ad4\u7cfb\u8207\u5feb\u5145\u5e73\u53f0\u63d0\u5347 robotaxi \u7684\u4f7f\u7528\u7387\u3002\u5168\u7403\u5f71\u97ff\uff1aCATL \u6240\u8a2d\u5b9a\u7684\u96fb\u6c60\u6210\u672c\u8207\u8010\u7528\u6027\u66f2\u7dda\u6c7a\u5b9a\u4e86\u5168\u7403\u81ea\u52d5\u8eca\u968a\u7684\u7d93\u6fdf\u6027\u3002<\/p>\n

7) Xiaomi 1810.HK\uff1a\u5728 2024 \u5e74\u53d6\u5f97\u81ea\u6709\u751f\u7522\u8a31\u53ef\u5f8c\uff0c\u4ee5 SU7 \u623f\u8eca\u9032\u8ecd\u96fb\u52d5\u8eca\u5e02\u5834\u3002\u91cc\u7a0b\u7891\uff1a\u5c07\u6d88\u8cbb\u6027\u96fb\u5b50\u7d1a\u7684\u8edf\u786c\u9ad4\u6574\u5408\u5230\u667a\u6167\u96fb\u52d5\u8eca\u4e2d\u3002\u5168\u7403\u5f71\u97ff\uff1a\u4e00\u500b\u6574\u5408\u751f\u614b\u7cfb\u7d71\uff0c\u53ef\u96a8\u8457\u81ea\u52d5\u99d5\u99db\u64f4\u5f35\u5ef6\u4f38\u5230\u5171\u4e58\u8207\u9023\u7db2\u670d\u52d9\u3002<\/p>\n

8) Alibaba BABA, 9988.HK\uff1a\u627f\u8afe\u6295\u5165\u8d85\u904e 3,800 \u5104\u4eba\u6c11\u5e63\u65bc\u96f2\u8207 AI \u786c\u9ad4\u3002\u91cc\u7a0b\u7891\uff1a\u5efa\u69cb\u4e2d\u570b\u7684\u8a13\u7df4\u3001\u6a21\u64ec\u8207\u63a8\u7406\u57fa\u790e\u8a2d\u65bd\u4ee5\u652f\u63f4\u81ea\u52d5\u99d5\u99db\u5de5\u4f5c\u8ca0\u8f09\u3002\u5168\u7403\u5f71\u97ff\uff1a\u4ee5\u570b\u5167\u898f\u6a21\u7684\u7b97\u529b\u8ce6\u80fd AV \u958b\u767c\u8005\u8207\u71df\u904b\u8005\uff0c\u964d\u4f4e\u5c0d\u9032\u53e3\u6676\u7247\u8207\u670d\u52d9\u7684\u4f9d\u8cf4\u3002<\/p>\n

9) SAIC Motor 600104.SS\uff1a\u900f\u904e MG \u7b49\u54c1\u724c\u6210\u70ba\u4e2d\u570b\u7684\u92b7\u91cf\u9818\u5c0e\u8005\uff0c\u4e26\u64c1\u6709\u6df1\u539a\u7684\u667a\u80fd\u99d5\u99db\u5408\u4f5c\u5925\u4f34\u95dc\u4fc2\u3002\u91cc\u7a0b\u7891\uff1a\u5927\u773e\u5e02\u5834 EV \u5e73\u53f0\u8207\u6d77\u5916\u7d44\u88dd\u652f\u6301\u53ef\u8ca0\u64d4\u7684\u8eca\u968a\u7528\u8eca\u8f1b\u3002\u5168\u7403\u5f71\u97ff\uff1a\u5c0d\u6b50\u6d32\u8207\u62c9\u4e01\u7f8e\u6d32\u7684\u51fa\u53e3\u898f\u6a21\u5c07\u4e2d\u570b\u7684\u667a\u6167 EV \u6a19\u6e96\u5e36\u5165\u4e3b\u6d41\u5e02\u5834\u3002<\/p>\n

10) NIO NIO\uff1a\u9ad8\u7aef\u96fb\u52d5\u8eca\u88fd\u9020\u5546\uff0c\u4e26\u5efa\u6709\u5168\u570b\u6027\u7684\u63db\u96fb\u7db2\u7d61\u3002\u91cc\u7a0b\u7891\uff1a\u63db\u96fb\u7ad9\u80fd\u70ba\u9ad8\u4f7f\u7528\u7387\u7684\u8eca\u968a\u6e1b\u5c11\u505c\u6a5f\u6642\u9593\u3002\u5168\u7403\u5f71\u97ff\uff1a\u4e00\u7a2e\u5c07\u80fd\u6e90\u8f49\u5316\u70ba\u53ef\u9810\u6e2c\u3001\u7bc0\u7701\u6642\u9593\u7684\u516c\u7528\u670d\u52d9\u6a21\u5f0f\uff0c\u53ef\u88dc\u8db3 robotaxi \u71df\u904b\u3002<\/p>\n

\u4e2d\u570b\u7684\u5168\u7403\u51fa\u884c\u8db3\u8de1\u64f4\u5927<\/h3>\n

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\u98a8\u96aa\uff0c\u4ee5\u898f\u6a21\u5c0d\u6c96<\/h3>\n

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\u5c0d\u6295\u8cc7\u4eba\u7684\u7d50\u8ad6<\/h3>\n

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