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<!DOCTYPE html>
<html lang="zh-CN">
<head>
<meta charset="utf-8" />
<meta name="viewport" content="width=device-width, initial-scale=1, shrink-to-fit=no">
<title>文远知行 - 自动驾驶行业洞察报告</title>
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<style>
@import url('https://fonts.googleapis.com/css2?family=Noto+Sans+SC:wght@300;400;500;700&display=swap');
body {
font-family: 'Noto Sans SC', 'Inter', sans-serif;
background-color: #f8fafc;
}
.timeline-item {
position: relative;
padding-left: 30px;
}
.timeline-item:before {
content: "";
position: absolute;
left: 0;
top: 5px;
width: 12px;
height: 12px;
border-radius: 50%;
background-color: #3b82f6;
}
.timeline-item:after {
content: "";
position: absolute;
left: 5px;
top: 17px;
width: 2px;
height: calc(100% + 10px);
background-color: #e5e7eb;
}
.timeline-item:last-child:after {
display: none;
}
.gradient-bg {
background: linear-gradient(135deg, #667eea 0%, #764ba2 100%);
}
.card-hover {
transition: all 0.3s ease;
}
.card-hover:hover {
transform: translateY(-5px);
box-shadow: 0 10px 20px rgba(0,0,0,0.1);
}
#tsparticles {
position: fixed;
top: 0;
left: 0;
width: 100%;
height: 100%;
z-index: -1;
}
.highlight {
background: linear-gradient(transparent 60%, rgba(96, 165, 250, 0.3) 40%);
padding: 0 2px;
}
.table-responsive {
overflow-x: auto;
}
@media (max-width: 768px) {
.timeline-item {
padding-left: 20px;
}
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width: 8px;
height: 8px;
}
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left: 3px;
}
}
</style>
</head>
<body class="bg-gray-50">
<div id="tsparticles"></div>
<div class="container mx-auto px-4 py-8 max-w-6xl">
<!-- 标题部分 -->
<div class="text-center mb-12">
<h1 class="text-4xl md:text-5xl font-bold text-gray-800 mb-4">文远知行行业洞察报告</h1>
<p class="text-xl text-gray-600 max-w-3xl mx-auto">全球领先的自动驾驶科技公司,已越过"技术验证"拐点,进入"牌照+订单"驱动的商业化加速期</p>
</div>
<!-- 时间轴部分 -->
<div class="bg-white rounded-xl shadow-lg p-6 mb-8 card-hover">
<h2 class="text-2xl font-bold text-gray-800 mb-6 flex items-center">
<i class="fas fa-timeline mr-3 text-blue-500"></i>
文远知行发展时间轴
</h2>
<div class="space-y-6">
<div class="timeline-item">
<div class="flex items-start">
<span class="text-sm font-medium text-blue-600 mr-3">2024-08-22</span>
<div>
<p class="text-gray-800">原定于当日纳斯达克挂牌,因补充文件推迟</p>
</div>
</div>
</div>
<div class="timeline-item">
<div class="flex items-start">
<span class="text-sm font-medium text-blue-600 mr-3">2024-10-25</span>
<div>
<p class="text-gray-800">正式登陆纳斯达克,发行价<span class="highlight font-bold">15.5美元</span>,募资<span class="highlight font-bold">4.585亿美元</span>(含私募配售)</p>
</div>
</div>
</div>
<div class="timeline-item">
<div class="flex items-start">
<span class="text-sm font-medium text-blue-600 mr-3">2024-11-18</span>
<div>
<p class="text-gray-800">注册资本由25亿元增至<span class="highlight font-bold">30亿元</span></p>
</div>
</div>
</div>
<div class="timeline-item">
<div class="flex items-start">
<span class="text-sm font-medium text-blue-600 mr-3">2025-03-27</span>
<div>
<p class="text-gray-800">获法国纯无人驾驶牌照时速40 km/h法国最高</p>
</div>
</div>
</div>
<div class="timeline-item">
<div class="flex items-start">
<span class="text-sm font-medium text-blue-600 mr-3">2025-05-06</span>
<div>
<p class="text-gray-800">与Uber扩大战略合作未来五年新增<span class="highlight font-bold">15座国际城市</span></p>
</div>
</div>
</div>
<div class="timeline-item">
<div class="flex items-start">
<span class="text-sm font-medium text-blue-600 mr-3">2025-05-07</span>
<div>
<p class="text-gray-800">Uber追加<span class="highlight font-bold">1亿美元</span>股权投资</p>
</div>
</div>
</div>
<div class="timeline-item">
<div class="flex items-start">
<span class="text-sm font-medium text-blue-600 mr-3">2025-05-27</span>
<div>
<p class="text-gray-800">宣布沙特市场战略利雅得、埃尔奥拉已测试Robotaxi/Robobus/Robosweeper</p>
</div>
</div>
</div>
<div class="timeline-item">
<div class="flex items-start">
<span class="text-sm font-medium text-blue-600 mr-3">2025-07-28</span>
<div>
<p class="text-gray-800">拿下沙特首张自动驾驶牌照,至此拥有<span class="highlight font-bold">六国牌照</span>(中、美、阿联酋、新加坡、法、沙特)</p>
</div>
</div>
</div>
</div>
</div>
<!-- 核心观点摘要 -->
<div class="bg-gradient-to-r from-blue-500 to-purple-600 rounded-xl shadow-lg p-6 mb-8 text-white">
<h2 class="text-2xl font-bold mb-4 flex items-center">
<i class="fas fa-lightbulb mr-3"></i>
核心观点摘要
</h2>
<p class="text-lg">文远知行已越过"技术验证"拐点,进入"牌照+订单"驱动的商业化加速期短期看海外扩张与资本加持中长期看Robotaxi规模化落地带来的盈利弹性<span class="highlight text-yellow-300 font-bold">2026-2027年或为盈亏平衡关键窗口</span></p>
</div>
<!-- 核心逻辑与市场认知分析 -->
<div class="bg-white rounded-xl shadow-lg p-6 mb-8 card-hover">
<h2 class="text-2xl font-bold text-gray-800 mb-6 flex items-center">
<i class="fas fa-brain mr-3 text-purple-500"></i>
核心逻辑与市场认知分析
</h2>
<div class="mb-6">
<h3 class="text-xl font-semibold text-gray-700 mb-3">核心驱动力</h3>
<div class="space-y-4">
<div class="flex items-start">
<div class="bg-blue-100 text-blue-800 rounded-full w-8 h-8 flex items-center justify-center mr-3 flex-shrink-0">1</div>
<div>
<p class="font-medium text-gray-800">政策牌照壁垒</p>
<p class="text-gray-600">全球唯一六国全无人驾驶牌照,<span class="highlight">3个月</span>即拿下法国牌照,验证技术领先性</p>
</div>
</div>
<div class="flex items-start">
<div class="bg-blue-100 text-blue-800 rounded-full w-8 h-8 flex items-center justify-center mr-3 flex-shrink-0">2</div>
<div>
<p class="font-medium text-gray-800">成本曲线陡峭下降</p>
<p class="text-gray-600">小马第七代方案整车成本已降至<span class="highlight">27万元</span>含自动驾驶套件行业预计2025年再降20-30%,推动单车模型转正</p>
</div>
</div>
<div class="flex items-start">
<div class="bg-blue-100 text-blue-800 rounded-full w-8 h-8 flex items-center justify-center mr-3 flex-shrink-0">3</div>
<div>
<p class="font-medium text-gray-800">轻资产出海模式</p>
<p class="text-gray-600">与Uber合作"车辆销售+技术服务+收入分成",在中东高劳动力成本地区毛利可达<span class="highlight">50-60%</span>(路演数据)</p>
</div>
</div>
</div>
</div>
<div class="mb-6">
<h3 class="text-xl font-semibold text-gray-700 mb-3">市场热度与情绪</h3>
<p class="text-gray-600">2024-10-25上市后<span class="highlight">盘前一度涨83%</span>2025-02-18因英伟达持仓174万股消息再涨30%情绪高涨。但研报普遍给予2026年20-25倍PS<span class="highlight">估值已部分透支2025-2027年收入CAGR 120%的预期</span></p>
</div>
<div>
<h3 class="text-xl font-semibold text-gray-700 mb-3">预期差</h3>
<p class="text-gray-600">市场聚焦Robotaxi却低估<span class="highlight">Robobus/Robosweeper</span>的现金流价值:</p>
<ul class="list-disc pl-6 mt-2 text-gray-600 space-y-1">
<li>Robobus已获<span class="highlight">2000辆意向订单</span>路演环卫车S6/S1在新加坡滨海湾已商业化运营</li>
<li>这些To G/B场景技术门槛低、订单集中可提前贡献收入缓解Robotaxi盈利前亏损</li>
</ul>
</div>
</div>
<!-- 关键催化剂与未来发展路径 -->
<div class="grid grid-cols-1 md:grid-cols-2 gap-6 mb-8">
<div class="bg-white rounded-xl shadow-lg p-6 card-hover">
<h2 class="text-2xl font-bold text-gray-800 mb-4 flex items-center">
<i class="fas fa-rocket mr-3 text-green-500"></i>
近期催化剂3-6个月
</h2>
<div class="space-y-4">
<div class="flex items-start">
<div class="bg-green-100 text-green-800 rounded-full w-8 h-8 flex items-center justify-center mr-3 flex-shrink-0">1</div>
<div>
<p class="font-medium text-gray-800">特斯拉6月奥斯汀Robotaxi试运营</p>
<p class="text-gray-600">若安全数据超预期,将催化全球监管放松</p>
</div>
</div>
<div class="flex items-start">
<div class="bg-green-100 text-green-800 rounded-full w-8 h-8 flex items-center justify-center mr-3 flex-shrink-0">2</div>
<div>
<p class="font-medium text-gray-800">小马智行第七代车型Q3交付</p>
<p class="text-gray-600">成本&lt;30万验证单车盈利模型带动板块估值修复</p>
</div>
</div>
<div class="flex items-start">
<div class="bg-green-100 text-green-800 rounded-full w-8 h-8 flex items-center justify-center mr-3 flex-shrink-0">3</div>
<div>
<p class="font-medium text-gray-800">上海浦东全域开放主驾无人牌照</p>
<p class="text-gray-600">文远知行与锦江出行合作,车队有望快速扩张</p>
</div>
</div>
</div>
</div>
<div class="bg-white rounded-xl shadow-lg p-6 card-hover">
<h2 class="text-2xl font-bold text-gray-800 mb-4 flex items-center">
<i class="fas fa-chart-line mr-3 text-indigo-500"></i>
长期发展路径2026-2030
</h2>
<div class="space-y-4">
<div class="flex items-start">
<div class="bg-indigo-100 text-indigo-800 rounded-full w-8 h-8 flex items-center justify-center mr-3 flex-shrink-0">1</div>
<div>
<p class="font-medium text-gray-800">千台车队/城规模效应</p>
<p class="text-gray-600">行业经验显示单城<span class="highlight">1000辆</span>可实现盈亏平衡</p>
</div>
</div>
<div class="flex items-start">
<div class="bg-indigo-100 text-indigo-800 rounded-full w-8 h-8 flex items-center justify-center mr-3 flex-shrink-0">2</div>
<div>
<p class="font-medium text-gray-800">技术复用降本</p>
<p class="text-gray-600">WeRide One平台硬件复用率&gt;90%,边际成本递减</p>
</div>
</div>
<div class="flex items-start">
<div class="bg-indigo-100 text-indigo-800 rounded-full w-8 h-8 flex items-center justify-center mr-3 flex-shrink-0">3</div>
<div>
<p class="font-medium text-gray-800">政策共振</p>
<p class="text-gray-600">中美欧同步推进无安全员法规2027年全球Robotaxi市场规模或达<span class="highlight">万亿级</span>(国海汽车预测)</p>
</div>
</div>
</div>
</div>
</div>
<!-- 产业链与核心公司深度剖析 -->
<div class="bg-white rounded-xl shadow-lg p-6 mb-8 card-hover">
<h2 class="text-2xl font-bold text-gray-800 mb-6 flex items-center">
<i class="fas fa-sitemap mr-3 text-yellow-500"></i>
产业链与核心公司深度剖析
</h2>
<div class="mb-6">
<h3 class="text-xl font-semibold text-gray-700 mb-3">产业链图谱</h3>
<div class="grid grid-cols-1 md:grid-cols-3 gap-4">
<div class="bg-blue-50 rounded-lg p-4">
<h4 class="font-semibold text-blue-800 mb-2">上游</h4>
<p class="text-gray-600">激光雷达禾赛、速腾聚创、芯片英伟达Orin/Thor、域控联想车计算</p>
</div>
<div class="bg-purple-50 rounded-lg p-4">
<h4 class="font-semibold text-purple-800 mb-2">中游</h4>
<p class="text-gray-600">自动驾驶方案文远知行、小马智行、百度Apollo</p>
</div>
<div class="bg-green-50 rounded-lg p-4">
<h4 class="font-semibold text-green-800 mb-2">下游</h4>
<p class="text-gray-600">整车代工宇通、江铃、广汽、出行平台Uber、如祺出行、市政环卫新加坡CTM</p>
</div>
</div>
</div>
<div>
<h3 class="text-xl font-semibold text-gray-700 mb-3">核心玩家对比</h3>
<div class="overflow-x-auto">
<table class="min-w-full bg-white">
<thead>
<tr class="bg-gray-100">
<th class="py-2 px-4 text-left text-gray-700 font-semibold">公司</th>
<th class="py-2 px-4 text-left text-gray-700 font-semibold">车队规模</th>
<th class="py-2 px-4 text-left text-gray-700 font-semibold">成本拐点</th>
<th class="py-2 px-4 text-left text-gray-700 font-semibold">牌照/区域</th>
<th class="py-2 px-4 text-left text-gray-700 font-semibold">逻辑纯度</th>
<th class="py-2 px-4 text-left text-gray-700 font-semibold">风险点</th>
</tr>
</thead>
<tbody>
<tr class="border-b">
<td class="py-2 px-4 font-medium text-gray-800">文远知行</td>
<td class="py-2 px-4 text-gray-600">小几百辆(国内)</td>
<td class="py-2 px-4 text-gray-600">2026E</td>
<td class="py-2 px-4 text-gray-600">六国牌照</td>
<td class="py-2 px-4 text-gray-600">高(全场景+出海)</td>
<td class="py-2 px-4 text-gray-600">资产负债率<span class="highlight">170%</span>2024H1</td>
</tr>
<tr class="border-b">
<td class="py-2 px-4 font-medium text-gray-800">小马智行</td>
<td class="py-2 px-4 text-gray-600">250-300辆</td>
<td class="py-2 px-4 text-gray-600">2025Q4毛利转正</td>
<td class="py-2 px-4 text-gray-600">北上广深</td>
<td class="py-2 px-4 text-gray-600">专注Robotaxi</td>
<td class="py-2 px-4 text-gray-600">现金流依赖丰田</td>
</tr>
<tr>
<td class="py-2 px-4 font-medium text-gray-800">百度Apollo</td>
<td class="py-2 px-4 text-gray-600">&gt;1000辆</td>
<td class="py-2 px-4 text-gray-600">武汉接近盈亏平衡</td>
<td class="py-2 px-4 text-gray-600">25城</td>
<td class="py-2 px-4 text-gray-600">中(自有平台导流)</td>
<td class="py-2 px-4 text-gray-600">母公司盈利压力</td>
</tr>
</tbody>
</table>
</div>
</div>
<div class="mt-6">
<h3 class="text-xl font-semibold text-gray-700 mb-3">验证与证伪</h3>
<ul class="list-disc pl-6 text-gray-600 space-y-2">
<li><span class="font-medium">订单验证</span>文远知行招股书披露Robovan意向订单<span class="highlight">1万台</span>,但需跟踪转化为实际销量的节奏</li>
<li><span class="font-medium">成本验证</span>小马第七代27万成本已获产业链确认文远知行尚未公布具体车型成本存在<span class="highlight">预期差</span></li>
</ul>
</div>
</div>
<!-- 潜在风险与挑战 -->
<div class="bg-white rounded-xl shadow-lg p-6 mb-8 card-hover">
<h2 class="text-2xl font-bold text-gray-800 mb-6 flex items-center">
<i class="fas fa-exclamation-triangle mr-3 text-red-500"></i>
潜在风险与挑战
</h2>
<div class="grid grid-cols-1 md:grid-cols-2 gap-6">
<div class="bg-red-50 rounded-lg p-4">
<h3 class="font-semibold text-red-800 mb-2">技术风险</h3>
<p class="text-gray-600">L4长尾场景暴雨、施工路段处理能力仍待验证</p>
</div>
<div class="bg-red-50 rounded-lg p-4">
<h3 class="font-semibold text-red-800 mb-2">商业化风险</h3>
<p class="text-gray-600">Robotaxi日均订单<span class="highlight">15-24单</span>小马数据尚未达到出租车30单水平载客率不足</p>
</div>
<div class="bg-red-50 rounded-lg p-4">
<h3 class="font-semibold text-red-800 mb-2">政策风险</h3>
<p class="text-gray-600">沙特等新兴市场法规落地速度可能慢于预期</p>
</div>
<div class="bg-red-50 rounded-lg p-4">
<h3 class="font-semibold text-red-800 mb-2">信息矛盾</h3>
<p class="text-gray-600">路演称"北京无安全员运营",但国泰海通报告指北京仅限亦庄示范,<span class="highlight">区域开放节奏存在分歧</span></p>
</div>
</div>
</div>
<!-- 综合结论与投资启示 -->
<div class="bg-gradient-to-r from-green-500 to-teal-600 rounded-xl shadow-lg p-6 mb-8 text-white">
<h2 class="text-2xl font-bold mb-6 flex items-center">
<i class="fas fa-check-circle mr-3"></i>
综合结论与投资启示
</h2>
<div class="mb-6">
<h3 class="text-xl font-semibold mb-3">阶段判断</h3>
<p class="text-lg">从主题炒作迈向<span class="highlight text-yellow-300 font-bold">基本面验证早期</span>,核心观察<span class="highlight text-yellow-300 font-bold">单车模型跑通</span>(成本&lt;30万+日均订单&gt;20单</p>
</div>
<div class="mb-6">
<h3 class="text-xl font-semibold mb-3">最具价值环节</h3>
<div class="space-y-3">
<div class="flex items-start">
<div class="bg-white bg-opacity-20 rounded-full w-8 h-8 flex items-center justify-center mr-3 flex-shrink-0">1</div>
<div>
<p class="font-medium"><span class="highlight text-yellow-300">激光雷达供应链</span>(禾赛、速腾聚创)</p>
<p>成本下降最大受益者</p>
</div>
</div>
<div class="flex items-start">
<div class="bg-white bg-opacity-20 rounded-full w-8 h-8 flex items-center justify-center mr-3 flex-shrink-0">2</div>
<div>
<p class="font-medium"><span class="highlight text-yellow-300">海外运营商合作</span>文远知行×Uber</p>
<p>轻资产扩张,毛利高</p>
</div>
</div>
</div>
</div>
<div>
<h3 class="text-xl font-semibold mb-3">关键跟踪指标</h3>
<ul class="list-disc pl-6 space-y-2">
<li><span class="highlight text-yellow-300 font-bold">2025Q3文远知行车队新增城市数</span>目标15城</li>
<li><span class="highlight text-yellow-300 font-bold">小马第七代车型Q4毛利率</span>(验证行业盈亏拐点)</li>
<li><span class="highlight text-yellow-300 font-bold">上海浦东全域牌照发放后首月订单量</span>(政策落地效果)</li>
</ul>
</div>
</div>
<!-- 关联股票表格 -->
<div class="bg-white rounded-xl shadow-lg p-6 card-hover">
<h2 class="text-2xl font-bold text-gray-800 mb-6 flex items-center">
<i class="fas fa-chart-bar mr-3 text-blue-500"></i>
文远知行关联股票
</h2>
<div class="table-responsive">
<table class="min-w-full bg-white">
<thead>
<tr class="bg-gray-100">
<th class="py-3 px-4 text-left text-gray-700 font-semibold uppercase text-sm">股票名称</th>
<th class="py-3 px-4 text-left text-gray-700 font-semibold uppercase text-sm">项目/合作</th>
<th class="py-3 px-4 text-left text-gray-700 font-semibold uppercase text-sm">应用场景/产业链</th>
<th class="py-3 px-4 text-left text-gray-700 font-semibold uppercase text-sm">合作类型/投资方式</th>
<th class="py-3 px-4 text-left text-gray-700 font-semibold uppercase text-sm">详情</th>
</tr>
</thead>
<tbody>
<tr class="border-b hover:bg-gray-50">
<td class="py-3 px-4 font-medium text-gray-800">宇通重工</td>
<td class="py-3 px-4 text-gray-600">纯电动自动驾驶洗扫车Robosweeper</td>
<td class="py-3 px-4 text-gray-600">环卫设备客户</td>
<td class="py-3 px-4 text-gray-600">联合研发</td>
<td class="py-3 px-4 text-gray-600">2022年与文远知行共同打造中国首款前装量产全无人驾驶环卫车文远知行为其第二大客户</td>
</tr>
<tr class="border-b hover:bg-gray-50">
<td class="py-3 px-4 font-medium text-gray-800">宇通客车</td>
<td class="py-3 px-4 text-gray-600">L3/L4级无人驾驶公交</td>
<td class="py-3 px-4 text-gray-600">郑州/广州/南京等城市落地运营</td>
<td class="py-3 px-4 text-gray-600">战略合作</td>
<td class="py-3 px-4 text-gray-600">持续合作量产多级别无人驾驶公交,已在多个城市实现商业化落地</td>
</tr>
<tr class="border-b hover:bg-gray-50">
<td class="py-3 px-4 font-medium text-gray-800">江铃汽车</td>
<td class="py-3 px-4 text-gray-600">全冗余自动驾驶轻客RoboVAN</td>
<td class="py-3 px-4 text-gray-600">广州地区商业化试运营</td>
<td class="py-3 px-4 text-gray-600">远程无人化测试牌照</td>
<td class="py-3 px-4 text-gray-600">开发国内首款全冗余自动驾驶轻客,已获测试牌照并开展商业试运</td>
</tr>
<tr class="border-b hover:bg-gray-50">
<td class="py-3 px-4 font-medium text-gray-800">穗恒运A</td>
<td class="py-3 px-4 text-gray-600">-</td>
<td class="py-3 px-4 text-gray-600">-</td>
<td class="py-3 px-4 text-gray-600">战略合作</td>
<td class="py-3 px-4 text-gray-600">与文远知行签订战略合作意向书</td>
</tr>
<tr class="border-b hover:bg-gray-50">
<td class="py-3 px-4 font-medium text-gray-800">香雪制药</td>
<td class="py-3 px-4 text-gray-600">-</td>
<td class="py-3 px-4 text-gray-600">-</td>
<td class="py-3 px-4 text-gray-600">间接投资</td>
<td class="py-3 px-4 text-gray-600">通过花城创投间接投资文远知行</td>
</tr>
<tr class="border-b hover:bg-gray-50">
<td class="py-3 px-4 font-medium text-gray-800">晶瑞电材</td>
<td class="py-3 px-4 text-gray-600">-</td>
<td class="py-3 px-4 text-gray-600">-</td>
<td class="py-3 px-4 text-gray-600">专项设立</td>
<td class="py-3 px-4 text-gray-600">全资子公司善丰投资通过共同投资成立辅沅合伙专项投资文远知行</td>
</tr>
<tr class="border-b hover:bg-gray-50">
<td class="py-3 px-4 font-medium text-gray-800">广汽集团</td>
<td class="py-3 px-4 text-gray-600">-</td>
<td class="py-3 px-4 text-gray-600">-</td>
<td class="py-3 px-4 text-gray-600">股权投资</td>
<td class="py-3 px-4 text-gray-600">两次董事会决议同意通过子公司进行股权投资不超过3000万美元2021年/2000万美元2024年</td>
</tr>
<tr class="border-b hover:bg-gray-50">
<td class="py-3 px-4 font-medium text-gray-800">豪恩汽电</td>
<td class="py-3 px-4 text-gray-600">-</td>
<td class="py-3 px-4 text-gray-600">-</td>
<td class="py-3 px-4 text-gray-600">洽谈交流中</td>
<td class="py-3 px-4 text-gray-600">文远知行作为潜在客户持续保持沟通</td>
</tr>
<tr class="border-b hover:bg-gray-50">
<td class="py-3 px-4 font-medium text-gray-800">佳都科技</td>
<td class="py-3 px-4 text-gray-600">-</td>
<td class="py-3 px-4 text-gray-600">智能交通/智慧城市</td>
<td class="py-3 px-4 text-gray-600">间接投资</td>
<td class="py-3 px-4 text-gray-600">参股花城创投间接投资文远知行,战略合作推动新技术应用</td>
</tr>
<tr class="border-b hover:bg-gray-50">
<td class="py-3 px-4 font-medium text-gray-800">高新兴</td>
<td class="py-3 px-4 text-gray-600">智能网联试点项目</td>
<td class="py-3 px-4 text-gray-600">广州国际生物岛</td>
<td class="py-3 px-4 text-gray-600">战略合作</td>
<td class="py-3 px-4 text-gray-600">合作建设智能网联自动驾驶示范区,深化典型场景运营</td>
</tr>
<tr class="border-b hover:bg-gray-50">
<td class="py-3 px-4 font-medium text-gray-800">福龙马</td>
<td class="py-3 px-4 text-gray-600">-</td>
<td class="py-3 px-4 text-gray-600">-</td>
<td class="py-3 px-4 text-gray-600">硬件采购</td>
<td class="py-3 px-4 text-gray-600">文远知行采购其硬件产品并保持合作</td>
</tr>
<tr class="border-b hover:bg-gray-50">
<td class="py-3 px-4 font-medium text-gray-800">联创电子</td>
<td class="py-3 px-4 text-gray-600">-</td>
<td class="py-3 px-4 text-gray-600">-</td>
<td class="py-3 px-4 text-gray-600">业务合作</td>
<td class="py-3 px-4 text-gray-600">与文远知行存在自动驾驶品牌合作关系</td>
</tr>
<tr class="border-b hover:bg-gray-50">
<td class="py-3 px-4 font-medium text-gray-800">华金资本</td>
<td class="py-3 px-4 text-gray-600">-</td>
<td class="py-3 px-4 text-gray-600">-</td>
<td class="py-3 px-4 text-gray-600">基金参与</td>
<td class="py-3 px-4 text-gray-600">管理的基金参与文远知行融资,但未直接投资</td>
</tr>
<tr class="hover:bg-gray-50">
<td class="py-3 px-4 font-medium text-gray-800">阿尔特</td>
<td class="py-3 px-4 text-gray-600">无人驾驶小巴车</td>
<td class="py-3 px-4 text-gray-600">亦庄自动驾驶示范区路测</td>
<td class="py-3 px-4 text-gray-600">联合研发</td>
<td class="py-3 px-4 text-gray-600">2024年合作研发两款场景化无人驾驶小巴并开展路测</td>
</tr>
</tbody>
</table>
</div>
</div>
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