Lates News

The CITIC Securities research report stated that since 2025, the commercialization pace of Robotaxi has significantly accelerated, mainly due to the preliminary maturity of L4 level autonomous driving technology in operation testing. Waymo's accident rate is lower than that of human drivers, and at the same time, the United States has gradually relaxed regulations on Robotaxi. Looking ahead, it is expected that after mature operation, Robotaxi will significantly increase single car utilization and reduce costs, driving the continuous increase in the penetration rate of ride-hailing services in the travel market. Considering the network effect and the threshold of supply and demand, it is expected that new platforms may appear in the future, but the cooperation mode of platform + technology manufacturers will be more feasible. It is expected that the long-term market space will significantly expand, and the existing shared travel platforms will have a positive financial impact.