4年“吸金”超70億，乘用車、商用車雙線發力，小馬智行有望3年內迎來量產曙光

{"type":"doc","content":[{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"blockquote","content":[{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"小馬智行已進入規模化驗證無人駕駛技術安全性的階段。從現在積累技術的原型期推進到量產期，三年是一個時間點。"}]}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"“我們的戰略非常清晰：小馬智行將同時聚焦乘用車及商用車兩大業務板塊。自動駕駛技術將成爲變革未來交通的關鍵一環，不僅將惠及人們的日常出行，也將極大推動智慧物流的發展，提升經濟運行效率。” 3月31日下午，小馬智行聯合創始人、CEO彭軍在該公司在北京舉行的技術沙龍上表示。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"小馬智行（Pony.ai）成立於2016年底，4年多來迅速成長爲自動駕駛領域的明星獨角獸。數據統計，截至2021年3月，小馬智行融資總額超11億美元（約72億元人民幣），估值超53億美元（約347億元人民幣），是全球最有價值的自動駕駛公司之一。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"乘用車和商用車是小馬智行自創立初期就開始佈局的兩大領域。技術沙龍現場，小馬智行副總裁、北京研發中心負責人張寧，小馬執行副總裁、卡車業務負責人李衡宇公佈了小馬智行在這兩大業務領域的最新進展。"}]},{"type":"heading","attrs":{"align":null,"level":3},"content":[{"type":"text","text":"小馬智行Robotaxi測試里程超過500萬公里"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"在乘用車出行領域，2018年，小馬智行正式推出了PonyPilot自動駕駛移動出行服務應用，在廣州及美國加州落地Robotaxi服務。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"image","attrs":{"src":"https:\/\/static001.infoq.cn\/resource\/image\/22\/75\/22f67cyyf3058a7c02c07b1859aa0675.jpeg","alt":null,"title":"","style":[{"key":"width","value":"75%"},{"key":"bordertype","value":"none"}],"href":"","fromPaste":false,"pastePass":false}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":"center","origin":null},"content":[{"type":"text","text":"最新一代經標準化生產的自動駕駛汽車"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"據悉，目前小馬智行在中國北京、廣州、上海及美國硅谷均建有研發中心，測試範圍覆蓋中美五個城市，積累了超過500萬公里的測試里程。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"小馬智行副總裁、北京研發中心負責人張寧透露，小馬智行將於近期進一步擴大Robotaxi運營規模，覆蓋更多城市，北京公衆也將很快能夠體驗搭載小馬智行最新一代PonyAlpha X系統的自動駕駛汽車。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"image","attrs":{"src":"https:\/\/static001.infoq.cn\/resource\/image\/61\/c6\/61c1294383d93eb80fbff86e826d60c6.jpg","alt":null,"title":"","style":[{"key":"width","value":"75%"},{"key":"bordertype","value":"none"}],"href":"","fromPaste":false,"pastePass":false}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":"center","origin":null},"content":[{"type":"text","text":"小馬智行副總裁、北京研發中心負責人張寧"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"“這兩大領域對技術的要求最高，也代表了最大的市場前景，小馬智行有信心征服這兩個最有挑戰性的自動駕駛應用場景。Robotaxi服務範圍的進一步擴大，將有助於我們在實踐中進一步提升技術，"},{"type":"text","marks":[{"type":"strong"}],"text":"向規模化、無人化的方向邁進"},{"type":"text","text":"，”張寧表示。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"今年2月份，小馬智行宣佈其首批搭載最新一代系統的自動駕駛汽車從標準化產線正式下線。這批車輛已逐步開始在北京、上海、廣州開啓全天候的自動駕駛公開道路測試，並加入公司Robotaxi車隊投入規模化運營。小馬智行北京硬件研發團隊負責人李林濤表示，批量化產線是小馬智行團隊在2020年的一項重要工作，"},{"type":"text","marks":[{"type":"strong"}],"text":"未來希望能夠逐步走向前裝量產，走向更大規模的批量化。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"現階段，很多自動駕駛技術公司都在做Robotaxi的嘗試。"},{"type":"text","marks":[{"type":"strong"}],"text":"張寧表示，整個自動駕駛行業真正的商業化落地需要以規模化爲基礎，因此，在這個階段，營利一定不是行業中玩家的主要目的。最重要的目的是採集到真實用戶的需求，反哺技術"},{"type":"text","text":"，如用戶對於打車的需求以及技術的反饋是怎樣的。小馬智行通過拿到最真實的路測數據，以此進一步推進自有技術發展，用真實的道路、真實的需求、真實的測試來迭代自有技術進步。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"另一方面，"},{"type":"text","marks":[{"type":"strong"}],"text":"自動駕駛推進的過程中，也需要公衆的認知以及政策方面的扶持。"},{"type":"text","text":" 因此當小馬智行的技術發展到新階段時，也希望公衆能真正瞭解自動駕駛技術過去幾年的積累程度，以及發展達到的新高度，讓大衆能夠接觸到這個新事物。張寧認爲，Robotaxi是讓用戶瞭解整個技術行業發展和進步的一個窗口。"}]},{"type":"heading","attrs":{"align":null,"level":3},"content":[{"type":"text","text":"通過打造虛擬卡車司機，實現自動駕駛卡車規模化量產"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"2018年，小馬智行開始着手佈局卡車自動駕駛領域。2020年，小馬智行成立了卡車事業部，就"},{"type":"text","marks":[{"type":"strong"}],"text":"商用車自動駕駛的商業化"},{"type":"text","text":"開始進一步探索，並取得了廣東省首張自動駕駛卡車測試牌照。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"沙龍現場，小馬智行副總裁、卡車事業部負責人李衡宇首次宣佈了公司卡車業務部門的名稱——"},{"type":"text","marks":[{"type":"strong"}],"text":"“小馬智卡”"},{"type":"text","text":"。英文名爲“PonyTron”——“Tron”與中文“創”字諧音，並與卡車英文“Truck”的發音相似。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"image","attrs":{"src":"https:\/\/static001.infoq.cn\/resource\/image\/71\/fc\/710c49408e241d08f3d99d2d5e3e89fc.jpg","alt":null,"title":"","style":[{"key":"width","value":"75%"},{"key":"bordertype","value":"none"}],"href":"","fromPaste":false,"pastePass":false}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"現階段我國物流業雖然體量巨大，但存在事故率偏高、成本高、規模小等問題。隨着經濟的發展，我國的物流需求仍在不斷加大，但與此同時，我國勞動年齡人口還在進一步減少，這將導致未來物流行業形成巨大司機缺口。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"近年來，傳統的物流行業正在逐漸被智慧物流革新。所謂智慧物流，是指通過人工智能、大數據、雲計算及智能硬件等智慧化的管理手段和技術，使整個物流系統擁有自我感知、分析決策和智能執行的能力，以提升物流行業的智能化和自動化水平，進而達到降本增效的目的。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","marks":[{"type":"strong"}],"text":"作爲物流環節裏最重要的核心要素之一，運輸能否實現智能化，被認爲是能否實現智慧物流行業質變的一個關鍵點。"},{"type":"text","text":" 小馬智行認爲，自動駕駛技術會在智慧物流領域大有作爲，因爲自動駕駛技術恰好能賦能於運輸這個環節，幫助實現智能化，降低成本，提升安全性，同時還能進一步提升管理效果。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"李衡宇表示，通過打造優秀的"},{"type":"text","marks":[{"type":"strong"}],"text":"虛擬卡車司機"},{"type":"text","text":"，未來可以大幅提高物流行業行車安全，彌補勞力不足，解決人力管理規模不經濟的問題，讓組建大型車隊成爲可能，提升行業效率。“因此，小馬智行一直在探索如何使得自動駕駛技術賦能物流、變革物流，真正實現貨暢其流的理想狀態，”"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"image","attrs":{"src":"https:\/\/static001.infoq.cn\/resource\/image\/95\/ff\/9587f994a323a0b02c67568f2b2501ff.jpg","alt":null,"title":"","style":[{"key":"width","value":"75%"},{"key":"bordertype","value":"none"}],"href":"","fromPaste":false,"pastePass":false}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":"center","origin":null},"content":[{"type":"text","text":"小馬智行副總裁、卡車事業部負責人李衡宇"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"“"},{"type":"text","marks":[{"type":"strong"}],"text":"在自動駕駛時代，卡車將成爲智能終端併產生大量數據，如果這些數據形成閉環，將帶來巨大的價值，並推動智慧物流的發展，這也是小馬智卡可以提供價值的地方"},{"type":"text","text":"，”李衡宇說。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"長距離問題是自動駕駛卡車技術要解決的一個關鍵問題，因爲卡車的應用場景是高速公路，這就需要看得更遠，更早做出判斷才能更安全。李衡宇介紹，在與乘用車都具備的共性技術基礎上，自動駕駛卡車會在遠距離感知方面做更多努力。小馬智卡配有視距從300到1000米的長焦攝像頭，且有一些雙路算法來解決這個問題。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"image","attrs":{"src":"https:\/\/static001.infoq.cn\/resource\/image\/37\/c4\/371fbd375aca952b320da2dfacac07c4.jpg","alt":null,"title":"","style":[{"key":"width","value":"75%"},{"key":"bordertype","value":"none"}],"href":"","fromPaste":false,"pastePass":false}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"自動駕駛卡車的量產確實非常困難，"},{"type":"text","marks":[{"type":"strong"}],"text":"因爲自動駕駛技術要形成商業化落地，必須要經過非常複雜的系統認證。"},{"type":"text","text":" 這就好比智能手機裏既有軟件又有硬件，如果硬件和軟件不做一體化的設計和集成，很難做到很好的體驗。自動駕駛的汽車要比這個還複雜，既有自動駕駛軟件，也有自動駕駛硬件，還有車輛平臺本身，它們必須做一體的集成或是統一的設計。因此小馬智行需要跟一級供應商和OEM深度合作，而不是把系統簡單地適配到車輛中，這樣，達不到真正替代勞動力、規模化生產和安全的目標，量產要先解決這些問題。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"據瞭解，接下來，小馬智卡將在未來幾年內進一步加大卡車自動駕駛技術的研發投入，與Tier 1供應商以及OEM緊密合作，實現自動駕駛卡車的規模化量產，推動智慧物流的發展，提升物流生態的效率。"}]},{"type":"heading","attrs":{"align":null,"level":3},"content":[{"type":"text","text":"3年內能看到量產曙光"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"談到自動駕駛汽車的量產時間表，張寧在接受InfoQ等媒體採訪時表示，小馬智行首先要做的是，證明自己有龐大的數據積累，證明自己有能力去創造安全性，這不能停留在紙上談兵階段，而需要把它實現。小馬智行需要從能力及方法論上驗證自己能夠達到無人化的安全標準，然後纔能有序開展批量生產，或者實現規模化的生態。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"“未來，我們會考慮量產方案，逐步規模化，但現在，我們還處在技術能力集中突破的時期，並且已經開始觸及這個門檻了。我相信，當實現無人化能力的時候，我們便會同步實施量產方案。”"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"“"},{"type":"text","marks":[{"type":"strong"}],"text":"我們已經進入規模化驗證無人駕駛技術安全性的階段。我們有信心把從現在積累技術的原型期推進到量產期，三年是我們的一個時間點”"},{"type":"text","text":"，張寧認爲，從技術能力上看，小馬智行能夠在三年內看到曙光。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"在三年之期來臨前，需要攻克許多技術挑戰，包括規模化，極致的安全性、長尾問題等。小馬智行要打造一款虛擬司機，它能夠像人一樣去思考、博弈或是處理突發事情，這方面是非常硬核的技術探索，團隊將不斷積累和驗證數據。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"對於當下自動駕駛賽道的格局以及競爭態勢，張寧發表了自己的看法。"},{"type":"text","marks":[{"type":"strong"}],"text":"他認爲，目前，整個自動駕駛市場還沒有上升到“你爭我奪”的存量市場，各個參與方首先要把市場的“蛋糕”先做出來"},{"type":"text","text":"。與其去和別人競爭，不如和自己賽跑，把每一個技術實現纔是最關鍵的，“我覺得核心點更多的應該是跟自己去比較，去想應該怎樣去規劃技術演進，怎樣做到無人化安全性的技術，以及該如何推進規模化技術，真正做到最安全、最可靠、最先進的自動駕駛全棧式技術這一理念”。"}]}]}