文｜极智GeeTech  

shirenailvetesuoyan：“womenbutingzhitansuo，zuizhongsuoyoudetansuodoujianghuidaoqidian，bingqieduizheigeqidianyoulexinderenshi。”

fashengzaijujin5.2yinianqiandehanwujishengmingdabaofashidiqiushengmingshishanglichengbeishideyanhuashijian，qiguimoheqiangduqiansuoweiyou，yuzhiqianshengmingshijiexingchengjieranbutongdefancha，gengshishenkeyingxianglehoulaidiqiushengmingshidefazhan，kaiqiletongxiangxiandaishengwuduoyangxingdehaohanyuanzheng。

2024nian，keyisuanshikejijiede“hanwuji”dabaofazhinian，jushenzhineng、zidongjiashi、damoxing、cheluyunyitihuadengzhongduoxinjishuzaizheiyinianxianghujiaohui、bicironghe，bingshifangchujudadejishuyingyongqianlihejijuxiangxianglideshangyehuaqianjing，bujindakailetongwangweilaishijiededamen，yeweichanyeshengjizhaodaolejinjiezhilu，rangrenmenkandaoleshuziweilaidewuxiankeneng。

具身智能通往AGI的野望

congtulingceshidaoshenduxuexi，congzhuanjiaxitongdaodayuyanmoxing，rengongzhinengdemeiyicijinhuadouzaituozhanzherenleiduizhinengdelijiebianjie。rengongzhinengyujushenzhinengdejiehe，yizhishixingyelingyuyanjiutansuodezhongyaofangxiang。

jidamoxinghou，jushenzhinengchengweijinniankejijiedexinredian。tongguofuyurengongzhinengyijutidewulishiti（rujiqirenhezidonghuashebeideng），jushenzhinengkeyiyuxianshishijiejinxingjiaohu，beirenweishituidongtongyongrengongzhineng（agi）fazhandeguanjianjishu。biyadi、huawei、guangqijituanyijimeituan、alibaba、tengxundengqiyedouyiqinzixiachang，yuzaizheipianhundunchukaideshichangzhongqiangzhanyixizhidi。

zuoweigailingyuzuijudaibiaoxingdeshiti，renxingjiqirenzhengzaidamoxingcuihuaxiajiasuchanyehualuodi。muqianyeneipubianrenwei，renxingjiqirenshijushenzhinengluodidezuijiayingjianzaiti。

gaoshengshujuxianshi，zailixiangqingkuangxia，yujidao2035nian，renxingjiqirenshichangkongjianyouwangdadao1540yimeiyuan，yuehe11037.3yiyuanrenminbi，zheiyiguimoxiangdangyu2021nianzhinengshoujishichangdesanfenzhiyi。huaqiyinxingfabudezuixinbaogaoyuce，dao2050nian，quanqiurenxingjiqirenshichangguimojiangda7wanyimeiyuan，quanqiurenxingjiqirenshuliangjiangdadao6.48yitai。

ruguojiangdamoxingshiwei“youqudelinghun”，“jushenzhineng”funengderenxingjiqirenzeyoule“haokandepinang”，damoxingyujiqirenkuaisuronghezhengzaichengweijushenzhinengchixujinhuadebiranqushi。

2022nian8yue，gugepalm-saycanshoucijiangyuyanmoxingyuwulijiqirenjiehe，tongguoyuxunlianzaidaxingyuyanmoxingzhongtiquzhishi，rangjiqirenyijugaojiwenbenzhilingwanchengwulirenwu。

suihou，jiqirenyudamoxingderonghezhubujiashen。2023nian7yue，gugedeepmindtuichulerobotics transformer 2（rt-2），shiquanqiudiyigekongzhijiqirendeshijue-yuyan-dongzuo（vla）moxing。rt-2keshijiqirenzhijietongguopaishehuoganzhihuanjingdefangshihuoqushijuexinxi，binglijierenleiyuyanzhiling，ranhoutongguodongzuozhixingmokuaijinxingxiangyingdedongzuocaozuo。

2024nian3yue，figurefabuopenaidamoxingjiachidejiqirenfigure 01，figure 01caiyongduandaoduanshenjingwangluo，youopenaidamoxingtigonggaojishijueheyuyanzhinenggongneng，shenjingwangluojinxingdicengdekongzhi，nenggouyurenleijinxingduihuajiaohu，lijiebingzhixingrenleizhiling。

suiranrenxingjiqirenzai2024nianqudele“jijingsizuo”dejinzhan：youbixuanrenxingjiqirenwalkerjujiaoqiche、3cdengzhizaoyezhongdianlingyu，yijinruduojiachechangshixun；yushukejijiqirenshixianlewanquanfangrendeziranxingzou；boshidundonglidexinbanatlasjiqirenkezaigongchanglibutongchuwujuzhijiansihuabandonglingjian；tesilarenxingjiqirenqingtianzhu（optimus）jihuazai2025nianliangchan……

danzhengruboshidundonglichuangshirenmarc raibertsuoshuo，muqianrenxingjiqiren“zaimouzhongchengdushangshiyizhongxuanyao，erbushiyizhongshengchanli”。jushenzhinengguranshitongwangagidamendeyibayaochi，danmuqianxingyehaishimeiyouzhaodaoshiyongzheibayaochidezhengquefangshi，bingqiediguleagideshixiannandu。

butongyukuaisushouliandedamoxing，jushenzhinengshejidemotaikongqianfuza，xuyaotongshijubeiduomotaiganzhi、jushenjueceyuguihuahecaozuozhixingnengli，zaifazhanguochengzhongrengmianlinduoxiangtiaozhan。

shouxian，shiyaoshiyingfeijiegouhuazhenshihuanjing。yuyusheguizehemoshiqudongdechuantongrengongzhinengxitongbutong，jushenzhinengbixuzaiyigechongmanfuzaxinghebukeyucexingdefeijiegouhuahuanjingzhongzhaodaolizudian。zaizheizhonghuanjingzhong，xinxidexiquehechangjingdeduobianxing，yaoqiurengongzhinengxitongjubeigengjiaxianjinhelinghuodejisuannengli，yibiannenggoushiyinghuanjingdebuduanbianhuahebuquedingxing。

qici，shiyaofazhangenggaojiderenzhicelve。zaiziranjiezhong，shengwutitongguoshijue、tingjuehechujuedengduozhongganjuetujinghuodefuzadeganzhixinxi，bingzaidanaozhongjinxingyouxiaodeduomotaixinxironghe。jushenzhinengtongyangxuyaomofangzheizhonggaoxiaodeduomotairongheguocheng，yigengquanmiandilijieheshiyingqisuochudehuanjing。

disan，yongxianshichuangxinyutupodequefayingxiangzhejushenzhinengdejinhuachengdu。shengwuquntinenggouzhanxianchulingrenjingtandejitizhihui，zhuyaoguigongyuqizhonggetizhijiandexietongzuoyong。duijushenzhinenglaishuo，yigezhongyaodetiaozhanshimofangzheizhongquntizhinengxitong。zheiyiweizhexuyaojiangzhinengfensandaoduogeshitizhong，bingtongguotamenzhijiandexiezuo，shixiangenggaojibiederenzhihejuecenengli，yishixianfengongxiezuohedongtairenwufenpei，congernenggougenglinghuodiyingduiduozhongqingjing。

disi，jushenzhinengzaiyuzhenshihuanjingjinxingjiaohubingchongfenxuexishi，shibihuishoujihechulidaliangshuju。zheijiuyinchuleyigeguanjianwenti：ruhezaishishijiaohuzhongquebaozheixieshujudeanquanxingheyinsixing，tongshijushenzhinengzaijueceshihaixuyaokaolvlunlihedaodewenti，yiquebaoqixingweifuhedaodeyuanzeheshehuijiazhiguan。

jushenzhinengdefazhanbujinshijishugexindeguocheng，gengshiduirenleilijie、lunlidaodeheshehuiyingxiangdeshensi，xiangguanyanjiuzaituidongkejibianjiedetongshi，haijiangshenkeyingxiangrenleishehuidefangfangmianmian。

智能驾驶的梦想照进现实

dangzidongjiashiqichedemengxiangzai20nianqianbeidianranshi，sheinengxiangdaozheitiaodaoluhuirucikanke？meiguoguofangbugaojiyanjiujihuaju（darpa）faqidetiaozhansaifangfodakaileyigexinshijie，jifalewushukejigongsidereqing。raner，xianshiqueyuanbixiangxiangzhongfuza。

zongguanzidongjiashijishudefazhanlicheng，rengongzhinengdebuduantupoxianzhutishenglezidongjiashideganzhixingneng。congjuanjishenjingwang（cnn）deyinru，daoxunhuanshenjingwangluo（rnn）deyingyong，zaidaojieheniaokantu（bev）yutransformer（zizhuyilijizhideshenjingwangluojiagou）dechuangxin，xinjishudediedaiyongxianzaibuduanzengqiangzidongjiashidejingqueduyuanquanxing。

youqishizai“bev+transformer”yuocc（zhanyongwangluo）zhihou，duandaoduan（end-to-end）zidongjiashijishukaishishoudaoguangfanguanzhu。keyikandao，2024niangaojiezhijiachanpinkewangshangyechengshu，danrengchuyujishujuliebiangejieduan。

suizheshenjingwangluozhijiasuanfadejueqi，zidongjiashijinrushujuqudongshidai，tongguodaliangshujuxunlianchunenggougaodumonirenleijiashixiguanderengongzhineng，zaidadaoyidingdefangzhenyuzhihou，dechuyitaogenjukekaoxinghefuherenleichengchexiguandexitong。

suizhezhinengjiashijishudebuduanchengshu，cheqizhubujiadalezaizhinengjiashilingyudetouru。tesila、yulai、xiaopeng、lixiangdengchangshangzaizhinengjiashijishudeyanfashangyixingchenglezijidejishuluxian。

tesilazuoweizhinengjiashilingyudelingjunzhe，tongguoyingzimoshijinxingshujushouji，jiangxitongjueceyujiashiyuanxingweibuduanjinxingbidui，dangliangzhebuyizhishi，xitongjiangchangjingpandingwei“jiduangongkuang”，jinerchufashujuhuichuan。yincitesilashoujideshujuyueduo，duiyurenleijiashixiguandemonijiuyuejingzhun，jinerjiasutesilafsddecheduanbushu，xingchengshujubihuan。

yulaitongguoyinrugaojingdituhelidarjishu，dazaoqidutedenadxitong；xiaopengzezaiqixngpxitongzhongyinruleqinglianghuadechuanganqifangan，bingjihuazaiweilaitongguoduandaoduandamoxingjinyibutishengxitongxingneng。huaweizetongguoyuduogezhengchechangshangdehezuo，tuidongqiadsxitongdeguangfanyingyong。gedazhengchechangshangzaizhijialingyudezhanlvebuju，jiangzaiweilaijinianneijuedingshichangdejingzhenggeju。

jinguanzhinengjiashijishuyijingqudelexianzhujinzhan，danzaishixianquanmianpujizhiqianrengmianlinzhuduotiaozhan。shouxian，suanfadekekaoxingheanquanxingrengxujinyibutisheng，tebieshizaiyingduifuzadechengshijiaotonghuanjingshi，zhinengjiashixitongxuyaonenggouchuligezhongtufazhuangkuanghejiduantiaojian。

qici，zhinengjiashixitongdexingnenggaoduyilaiyusuanliyusuanfadeyouhua。zaiduandaoduandamoxingdejiagouxia，suanlixuqiuchengzhishujizengzhang，tebieshizaijinxingdaguimoshujuxunlianheshishijueceshi。weileyingduizheiyitiaozhan，yejiezhengzaitansuojiyuyunjisuanhebianyuanjisuandehunhejiagou，tongguojiangjisuanrenwufenbuzaiyunduanhebendishebeizhijian，yitigaoxitongdexiangyingsuduhejisuanxiaolv。

suanfadeyouhuayemianlinzhezhuduotiaozhan。chuantongdejiqixuexisuanfazaichulizhangweiwentishibiaoxianbujia，erzhinengjiashixitongbixujubeiyingduizheixieqingkuangdenengli。qianghuaxuexiheshengchengduikangwangluo（gan）dengxinxingsuanfazaijiejuezheixiewentishangzhanshichuleqianli，danruhejiangzheixiesuanfayingyongdaoshijijiashichangjingzhong，rengxuyaojinyibuyanjiuhetansuo。

suizhezhinengjiashixitongdepuji，shujuyinsihewangluoanquanwentiriyituchu。zhinengjiashixitongyilaiyudaliangdechuanganqishujuheyonghuxingweishuju，zheixieshujudeshouji、chuanshuhecunchudoukenengmianlinanquanfengxian。ruhebaohuyonghushujudeyinsi，fangzhishujubeifeifahuoquhelanyong，shidangqianzhinengjiashijishumianlindeyigezhongyaotiaozhan。

zhinengjiashibujinshijishufazhandexinfangxiang，gengshiqichechanyeweilaidezhongyaozengzhangdian，2024nianshizhinengjiashijishuconggaoduanshichangzouxiangzhuliushichangdeguanjianjiedian。cheqizaizhinengjiashilingyudebuju，jiangzaihendachengdushangjuedingweilaideshichanggeju。

weilejiangzidongjiashixitongbushudaogengduochexingshang，moxingyasuoheyouhuajishujiangchengweiguanjian，womenjiangkandaogengjiaqingliangji、gaoxiaodezidongjiashimoxingwenshi，zheixiemoxingjiangzaibaochixingnengdetongshi，dafujiangdiduiyingjianziyuandexuqiu。

车路云新基建“加速器”

ruguoshuo，jushenzhinenghezidongjiashihaizhishitingliuzaichangjingyingyongcengmian，neimecheluyunyitihuazeshiweiraodicengjiaotongjichusheshizhinenghuashengjixiadeyipan“daqi”。

cheluyunwangluodebenzhishitonggansuanwangluo，qijiangtongxin、ganzhiyujisuanshenduronghe，tongguojichengtongxinjizhan、weixingtongxinhedingwei、geleichuanganqi、yunkongpingtaidengguanjianjichusheshi，xingchengyigexinxigongxiang、gaoxiaoxietongdewangluokongjian，chengweiweilaizhinengchengshidedicengxitong。

zuoweipangdadeshishishujuwangluo，cheluyunwangluokeyidaguimohuoqushitishijiedequanjushuzihuaxinxi，weiputongqiche、zhinengqiche、jiqiren、wurenji、dikongfeixingqidengzhinengshebeitigongxitongjideshishishujufuwu，zheixiezhinengshebeikeyijiyuquanjushujuxinxijinxingshishijuecehejingzhunguihua，shixiangenggaoxiaodexiezuo。

tongshi，zheixieshujuhaikeyiyonglaifanbuzidongjiashimoxing、jiqirenmoxingdexunlian。birukeyigenjubutongchengshitedian，xunlianzuishihedangdijiashixingweidezidongjiashimoxing；genjubutonggongzuohegongzhongtedian，xunlianzuishihebutonggongzuochangjingdejiqiren。

dangzhinengshebeiguimoyuelaiyueda，zuijuhelixingdefangshiyidingshijinkenengjiangdiduidantishebeizaijisuannengliheshishiganzhinenglifangmiandeyilai，tongguozhenggewangluolaichengzaijuliangdeshujuchulihejisuanfenxi。zheijiangyouzhuyutuidongshuzizhinengshehuijinrudaoyigezhenghexitong，yejiushicongdantizhinengshebeibianchengquntizhinengxitong，bingjiangzhenghedimianwangluo、dikongwangluo、weixingwangluo，xingchengkongtiandiyitihuadetonggansuanwangluo，weizhinengtidedaguimoyunxingyuzizhujiaohuxiezuotigongzhongyaozhicheng。

2024nian，shiwoguoquanmianbujucheluyunyitihuade“yuannian”。nianchu，gongxinbufabude《guanyukaizhanzhinengwanglianqiche“cheluyunyitihua”yingyongshidiangongzuodetongzhi》tichu，yaojianshezhinenghualucejichusheshi，shixianshidianquyu5gtongxinwangluoquanfugai，bushulte-v2xzhiliantongxinlucedanyuandengzaineidec-v2xjichusheshi。tongguoxinyidaiyidongtongxinjishujiangren、che、lu、yunyitihua，jianlixitongxingshujupingtai，chanyehuaguimoluodiyingyong，jiushizhinengjiashide“zhongguofangan”。

7yuechu，gongxinbugongbule20gechengshi（lianheti）wei“cheluyunyitihua”yingyongshidianchengshi。cheluyunyitihuazuoweiyouhuajiaotongyunxiaolv、tishengchengshizhilishuipingdejishushouduan，qizhongyaoxingriyituxian，yichengweijiasuzhinengjiashiquanmianluodideguanjiansuozai。

10yue，gongxinbuxiangguanfuzerenzaiguoxinbanxinwenfabuhuishangbiaoshi，xiayibujiangshenrukaizhanzhinengwanglianqichezhunruheshanglutongxingshidian、“cheluyunyitihua”shidian，wentuotuijinzidongjiashijishuchanyehua。

muqian，zhongguoyijingxingchengxiangduichengshudecheluyunyitihuajianshefangan，zhuyaoyoushebeiduan、tongxinfuwu、yunpingtai、cheluyunyingyong、cheluyunanquandengbufenzucheng。qizhong，zaizhengfujigouzhudaodexiangmutuidongxia，lucejichusheshijipingtaijianshelvxiankaizhan。

shujuxianshi，2025nian、2030nian“cheluyunyitihua”zhinengwanglianqichechanzhiyujiwei7295yiyuan、25825yiyuan，nianjunfuhezengzhanglvwei28.8%。mianxiangweilai，cheluyunyitihuayaoyiyingyongweichufadian，bujinfunengjuyouzidongjiashigongnengdecheliang，haiyaozheyanyucunliangdezhinengwanglianqicheheputongqiche。

duici，yaowajuegengduoyingyongchangjingbingxingchengkefuzhidefangan。dangqian，cheluyunyitihuapingtaiyijingnenggouduiluduandeshebeixinxi、yujingjieguodengshujujinxingjiaoweiwendingdejieruyuchuli，luyunyijingjibenshixianxietonglianjie，liyongyunduanduocheshujujinxingjiaotongzhinengdiaoduguanli、tigaoxiezuoxiaolvdechangjingjiangchengweizhuliu，cheyunxietongyejiangyinglaixinfazhan。

tongshi，yaojinyibutansuocheluyunyitihuagengduoshangyejiazhi。cheluyunyitihuashichangguimodezengzhangyilaiyugechengshicheluyunxiangmudekuozhangheluodi，duiyujishufuwushangeryanxuyaogengduode“zengzhangquxian”weichiyewuyunzhuan。

yifangmian，tongguojichusheshileixiangmuxiangcheduanxieyizhandeshentoushikexingfangan；lingyifangmian，jiangpingtaichendiandegaozhiliangshujufunengcheqidengduishujuyouhailiangxuqiudezhongduanyonghu，yebushiweiyizhongxindetansuofangxiang。

moguchelianchuangshirenjianceozhuleirenwei，cheluyunwangluozuixuyaodeshicaozuoxitonghesuanfa，shujuzhiliangshituidongzhenggechanyexiangqianfazhandeguanjiansuozai。cheluyunwangluochanshengdeshujunengfoujicheliangshiyongyijiruheshiyongshihexinbiaozhun。muqianzheibufengongzuoganggangqibu，haiyuanmeiyoudaochengshujieduan。

congshujuyingyongjiaodu，cheluyun“shujushangche”keyifenweiwugejieduan：

diyi，lucejichusheshijianshejieduan。zhuyaojiang“tonggansuan”deyingjianshebeibushuzailuce；

dier，shujuzhiliangdabiaojieduan。zhenduidanjiedianshujuzhiliangjinxingceshi，kecankaoxingyequanweibiaozhun，biruxintongyuande“shuangsl3”；

disan，shujushangchechujiyingyongjieduan。tongguocheluyunxitong，jiangxinhaodengshuju、luceshibiedaodeshijianleishujufunengzhinengwangliancheliang；

disi，shujushangchegaojiyingyongjieduan。tongguocheluyunxitong，jiangshishiluanshengshujufunengjizhinengwanglianchelianghezidongjiashicheliang，zhenzhengshixianxietongganzhi、xietongjuece；

diwu，liangchanchexingdaguimoyingyongjieduan。yucheqijinxingliangchanchehezuo，baozhengcheliangdaguimojierucheluyunwangluo，bingxiangshougeleishishishujufuwu。

diwujieduandeshixian，xuyaozhengfu、xingyezuzhi、cheqi、cheluyunjishugongsidengduofangmiankaizhanxiezuo，zaizhengce、fagui、biaozhundengcengmianxingchengheli，gongtongtuidongshujushangchedaguimoyingyong，zuizhongrangrenmenzhenshixiangshoudaocheluyunjianshedailaideanquan、xiaolv、zhinenghebianli。

ciwai，goujianhulianhutongdecheluyunwangluoxingtaiyouzhuyucujinchanyeguimofazhan。suizheguojiacengmianzhengcetuidongyudifangshidianxiangmudechenggongjingyanjilei，cheluyunwangluobijiangzhubukuozhanzhiquanguofanwei，xingchengfugaigaosugonglu、chengshidaolu、xiangcungongludequanyuzhinengjiaotongwangluo。

weilai，cheluyunyitihuadedingweijiangbuzaixianyuqichechanyebenshen，ershiyujiaotong、chengshiguanli、tongxindengduolingyushenduronghedexinxingjichusheshitixi，shujuzuowei“qiaoliang”，goujianqigaoxiaoxietongdeduoyewuxitong，congerquanmiantishengchengshidezhinenghua、jingxihuaguanlishuiping。

meiyicijishulangchaodelailindoubansuizhepaomo，danzheibingbuyiweizhewomenyinggaihuibi。yinweizaizheipaomozhixia，yinzangzhewushudejiyu。chuangxinwangwangfashengzaibianjiezhiwai，danyouzaikuajiezhizhong，laiyuanyuneixiekansiwuyongquenengjifawuxiankenengdetansuo。