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百度(09888.HK):夥吉利合资集度汽车为独立经营实体 与公司智能驾驶事业群组属纽带关系
阿思达克 04-19 09:21
据《澎湃新闻》报道,百度集团(09888.HK)资深副总裁李震宇表示,2021年1月,百度宣布正式组建一家智能汽车公司,後定名为集度汽车;百度选择自己造车,与吉利合资的集度汽车最迟2024年量产上市,而李震宇也是集度汽车的董事之一。对於集度汽车与百度智能驾驶事业群组的关系,李震宇表示,从宏观上看两者之间有纽带上的关系,Apollo在百度集团内,集度汽车是经营独立的实体。

他指在做Apollo时,有时需要做端到端的体验,但很难部署进去,有辆车就能够做这个体验,这就像当年windows10推出的时候,找不到厂商装,微软推出了Surface,安卓系统打市场时,谷歌推出了pixel。

李震宇表示,百度自动驾驶的商业化,会面向量产的成熟市场,比如,L2+市场,这也是百度自动驾驶商业化的主方向。距离遍地都是L4级别的无人驾驶还有段时间,但在L2+上,公司已经有了足够的积累。另外,在限定场景下的无人驾驶,像出租车、巴士、矿业园区等封闭场景,也会做商业化。

谈及目前自动驾驶的发展还受制,李震宇表示,一是受制於技术;二是产品化,包括车规、成本问题,整个产业链没有足够成熟;三是政策法规方面的问题。中国在政策法规方面,处理的还是比较好的,会看其技术的成熟度,但总会有些限制,需要一步步来。

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