漸進升維,佑駕創新(2431.HK)交付L4無人小巴
2025年2月17日,深圳佑駕創新科技股份有限公司(2431.HK)宣佈其基於"車路雲一體化"技術的L4級自動駕駛小巴項目在蘇州完成交付。近日,港股市場整體活躍,2月17日佑駕創新延續增長勢頭,截至午間休市,股價報26.900港元,盤中最高見28.000港元。
據悉,佑駕創新在該項目中依託自主研發的L4級自動駕駛系統,成功在複雜的開放道路條件下,實現最高40km/h的全場景、平穩自動駕駛。並在技術層面,聚焦應用端到端大模型技術、構建車端高性能計算平臺和雙冗餘5G通訊、建立符合全鏈路數據閉環三大維度,實現創新突破。
傳統L4級自動駕駛依賴單車傳感器與算力堆砌,成本居高不下,且場景受限。佑駕創新認爲L4若要大規模部署,必須進行嚴格的成本控制。未來的L4形態,可以通過最大程度複用基礎設施,車輛僅需配置域控制器與定位模塊,即可實現"低價高能"。
截至2024年12月10日,佑駕創新已累計爲35家整車廠進行量產。本次項目,佑駕創新將其在量產乘用車領域積累的軟硬件技術與車規級開發範式,無縫移植到無人小巴,並加速研發車規級方案無人小巴,進一步技術降本。
從2020年佈局L4級自動駕駛技術研發,到如今成功實現商業化落地,佑駕創新再次用行動印證其戰略的前瞻性。當自動駕駛進入量產深水區,以車路協同降低邊際成本、以數據閉環實現持續進化將成爲未來智慧交通新範式,而佑駕創新或將憑藉"全棧自研+量產落地"的雙重優勢深度受益。
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