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Cybercab正式定档！自动驾驶赛道迎来新催化这7股业绩倍增可期(名单)_我的网站

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Robots conduct logistics and warehousing scenario training at an embodied intelligence exhibition center in Hangzhou, East China's Zhejiang Province, on June 11, 2026. Photo: VCG
Consumer-oriented embodied AI model developer Noin Intelligence announced a 500-million-yuan ($74.1 million) Angel++ funding round on Monday, the company said in a statement, marking another major capital inflow into embodied AI models as investors turn their attention toward the "brains" behind robots.
According to the statement, the company plans to channel the funding into developing more generalizable embodied AI models, advancing iterations of its GLOW generative model, and accelerating product validation and mass production.
Industry experts noted that a broader shift in the robotics race, with competition moving beyond hardware performance toward the development of core intelligence capabilities. While hardware forms the physical foundation of robots, embodied AI models determine their ability to perceive, learn, reason and adapt in real-world environments, making them a key factor in unlocking future opportunities.
The funding momentum extends beyond Noin Intelligence, with several other companies recently securing major financing rounds that are largely focused on advancing their AI models.
On August 3, Wuxi-based embodied intelligence company DISCOVER Robotics secured a $100 million Angel+ funding round, shortly after completing its initial angel financing of more than $100 million, according to Wuxi Fabu, the official WeChat account of the local government.
The company later introduced ORION, a hierarchical embodied intelligence foundation model, as well as LOOP, a virtual-real hybrid data closed-loop system, and DISCOVERSE, a high-fidelity simulator. The solutions are designed to tackle two major challenges facing the embodied intelligence — data scarcity and limited generalization — and accelerate the development of more capable AI systems, according to Wuxi Fabu.
In addition, according to industry media reports on August 3, Ant Lingbo, Ant Group's embodied intelligence subsidiary, has launched its first round of financing, seeking to raise 1.5 billion yuan.
The company aims to complete a second funding round by the end of this year. The company later confirmed to media that it was in discussions with investors, saying that as a core initiative of Ant Group's embodied intelligence strategy, it will continue to focus on developing general-purpose robotic brains, increase investment in embodied-native technology pathways, and accelerate industrial deployment.
The shift is also reflected in the fundraising priorities of publicly listed candidates.
Notably, Unitree Robotics, which has recently drawn widespread attention from the capital market, officially opened IPO subscriptions on Monday. According to its prospectus registration document disclosed by the Shanghai Stock Exchange on June 2, the company plans to raise 4.202 billion yuan through the IPO, with nearly half of the proceeds earmarked for its intelligent robot model R&D project.
Of the total proceeds, 2.02 billion yuan will be allocated to the intelligent robot model development project, significantly exceeding the 1.11 billion yuan planned for robot body R&D, highlighting the company's focus on developing the AI capabilities that power robots.
Wang Peng, an associate research fellow at the Beijing Academy of Social Sciences, said the latest financing trend shows that capital is reassessing where the core value of robotics lies. Investors are increasingly moving beyond robot hardware itself and treating embodied AI models and robotic "brains" as high-value assets, with capital flowing more toward software, algorithms and intelligence capabilities, he told the Global Times on Monday.
The valuation framework is also being reshaped, with investors paying greater attention to real-world deployment, customer adoption and repeat demand rather than hardware specifications or corporate narratives alone. Whether robots can operate reliably in real application scenarios has become a key benchmark for investment decisions, Wang said.
He added that increased investment in embodied AI models and generative world models could help address the structural gap between general-purpose AI models and physical-world interaction by expanding the supply of real-world interaction data. Capital is also increasingly favoring companies aligned with the country's long-term industrial priorities and emerging industry development plans, he said.
According to data from IT industry research platform ITjuzi.com, financing in China's embodied intelligence sector totaled 93.5 billion yuan in the first half of 2026, surpassing 90 billion yuan and marking a fivefold increase from the same period in 2025. The number of financing deals reached 322, up 137 percent year-on-year.
As China enters the first year of its 15th Five-Year Plan period (2026-30), policy priorities are placing greater emphasis on developing emerging industries, with the country accelerating AI development and promoting its integration with various sectors, Chinese experts noted. Meanwhile, as global AI development enters a new stage driven by broader applications and deeper industry integration, embodied intelligence is expected to unlock significant growth potential.
Driven by policy support and rapid industry evolution, the nation's upstream and downstream segments of the AI industry have gained momentum, achieving notable progress.
According to a Bloomberg's Monday report, China's humanoid robot makers commanded more than 97 percent of global shipments in the first half of 2026, according to new industry data affirming the country's early lead against US rivals in the burgeoning field.
Meanwhile, global humanoid robot shipments totaled roughly 19,100 units in the first half of 2026, more than triple the 5,100 units shipped in the same period last year, according to data from Smart Analytics Global. Data further noted the California-based research firm expects shipments to rise to around 60,000 units this year and reach half a million by 2030.
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　　特斯拉Cybercab定档9月3日发布，国内L3/L4智驾强制性国标也已获批，自动驾驶赛道迎来密集催化。机构普遍看好Robotaxi商业化拐点，产业链有望迎来红利期。
　　特斯拉Cybercab即将发布　　8月22日，特斯拉在X平台宣布，将于当地时间9月3日在奥斯汀举行Cybercab发布活动。

B | 据悉，Cybercab彻底取消方向盘、制动踏板和后视镜，采用两座布局，完全依赖特斯拉的FSD（全自动驾驶）系统来行驶。　　业内预测，特斯拉或将在本次活动中官宣Cybercab加入Robotaxi服务车队。今年6月起，Cybercab已在包括奥斯汀在内的美国多地公共道路测试。

C | 目前，特斯拉Robotaxi业务覆盖七大区域，其中2州6城无监督运营，无监督驾驶累计超38万英里，累计付费里程接近250万英里。

D | 　　国内政策面同样迎来利好。《智能网联汽车自动驾驶系统安全要求》强制性国家标准近日获批发布，拟于2027年7月1日起正式实施。这是首部针对L3级有条件自动驾驶和L4级高度自动驾驶系统的强制性国标，适用于搭载L3级、L4级系统的M类和N类车辆，为自动驾驶产品明确了统一的安全准入基线。　　工信部数据显示，目前L2级组合驾驶辅助乘用车渗透率已达70.5%，领航驾驶辅助（NOA）渗透率达34.2%。Robotaxi商业化同样突飞猛进，8月18日，小马智行发布二季度财报，Robotaxi业务收入8192万元，同比增长691.2%，乘客车费收入同比激增849.3%，创历史最高单季涨幅。该公司近日还与Uber宣布扩大战略合作，计划在欧洲五城部署超2000辆Robotaxi。　　机构看好L4商业化元年开启　　自动驾驶是指通过感知系统、决策系统和执行系统，使车辆能够在特定场景下无需人类驾驶员干预而自主完成动态驾驶任务的技术。当前，自动驾驶正从技术验证加速迈向规模化商业落地。　　据爱建证券推算，Cybercab通过去除方向盘、踏板等部件、采用小电池方案降低整车复杂度，并配合新生产工艺，单车成本已降至2.3万至2.5万美元级别，较同期美国网约车主流车型购置成本低约30%；量产运营成本约0.21至0.25美元/英里，接近传统网约车的20%，为Robotaxi盈利成立的核心支撑。　　“2026年是中国智能驾驶从功能竞赛转向制度化商业落地的关键分水岭。”中信建投指出，随着L3从试点走向正式运行，L4相关技术不断成熟，产业坐标已切换至三条主线并行，其中，L4/Robotaxi在中美共振下迈入规模化验证阶段，Robotaxi、智驾芯片、激光雷达均有望充分受益。　　在华金证券看来，智驾政策加速完善，L3/L4落地正式有法可依；城市NOA已走完“高端尝鲜”阶段，正式进入“全面普及+规模化渗透”的行业新周期，叠加技术路线不断收敛，逐渐向VLA和世界模型演进，高阶智驾发展迎来拐点，渗透率有望持续提升。　　多只概念股业绩有望倍增　　东方财富概念板块显示，目前A股市场有297股涉及智能驾驶概念，合计总市值约7.47万亿元。 K图 BK0802_0 　　中际旭创市值达1.1万亿元居首，比亚迪以8248亿元位居次席，海康威视、潍柴动力、沪电股份体量分列三至五位，中国中车、中航成飞、长城汽车等5股市值均超千亿元。
　　年初至今，智能驾驶概念板块整体走势偏弱，71股上涨、226股下跌。红板科技大涨393%领跑，光智科技涨近3.3倍排名第二，杰华特、长光华芯、泰晶科技等6股也已翻倍。下跌方面，江淮汽车、长安汽车、豪恩汽电、经纬恒润等多达83股均跌逾30%。　　本月以来，板块走势有所回暖，共六成概念股录得股价上涨。金禄电子、东田微均大涨近七成，炬光科技涨幅达60%，腾景科技、光智科技等3股月内涨幅均超50%。

E | 下跌方面，江淮汽车、赛力斯、北汽蓝谷等7股跌超10%。　　从资金角度看，东方财富Choice数据显示，本月以来，共有多达75只智能驾驶概念股获得超千万元融资净买入。　　其中，景旺电子、芯原股份分别获杠杆资金加仓5.68亿、5.66亿元，潍柴动力、炬光科技分别获抢筹4.78亿、3.07亿元，睿创微纳、泰晶科技、宇瞳光学均获超2亿元融资净买入，聚辰股份、拓普集团、腾景科技、豪威集团等7股融资净买额均在1.2亿至1.7亿元之间。　　未来增长潜力方面，根据3家及以上机构一致预测，共7只智能驾驶概念股2026年业绩有望翻倍增长。