① Wenyuan Zhixing's new generation Robotaxi will debut globally on October 15. Additionally, Tesla Robotaxi will be released on October 10, California time (October 11, Beijing time). ② Ren Lang of Open Source Securities said that the domestic Robotaxi market is expected to reach nearly 500 billion yuan in 2030.
Wenyuan Zhixing's new generation Robotaxi will debut globally on October 15. Additionally, Tesla Robotaxi will be released on October 10, California time (October 11, Beijing time).
Ren Lang of Open Source Securities said that China and the US are relatively leading in commercializing Robotaxi. On the US side, Waymo and Cruise started early and operated for a long time, and their technical route was heavy hardware and software; Tesla also joined Robotaxi with its leading autonomous driving technology, adhering to the software-light, hardware-heavy technology route, and FSD and RoboTaxi may form a mutual verification relationship. On the domestic side, Radish Express (a subsidiary of Baidu) is relatively leading, and manufacturers such as My Little Pony Zhixing and Wenyuan Zhixing are also active. Robotaxi can provide unmanned and safer travel services to solve the pain points of manned taxi users. The domestic Robotaxi market is expected to reach nearly 500 billion yuan in 2030.
According to the Finance Federation's theme library, among the relevant listed companies:
Wanji Technology's roadside intelligent sensing system integrates sensing devices such as lidar, millimeter wave radar, and AI cameras to transmit information to surrounding vehicles, mobile terminals and clouds with extremely low latency to achieve “car-road-cloud-map” collaborative interaction.
Gao Xinxing and Wen Yuan Zhixing have cooperated on an intelligent connectivity pilot project and signed a strategic cooperation agreement at Guangzhou International Biotech Island. They will use their respective advantages in the fields of vehicle networking, smart transportation, autonomous driving, etc., and explore typical business scenarios for intelligent connected autonomous driving.