Wenyuan Zhixing's new generation Robotaxi will be globally launched on October 15th. In addition, Tesla's Robotaxi is set to be released on October 10th in California time (October 11th in Beijing time). Open source Securities Ren Lang stated that by 2030, the domestic Robotaxi market is expected to reach nearly 500 billion yuan in size.
Wenyuan Zhixing's new generation Robotaxi will be globally launched on October 15th. In addition, Tesla's Robotaxi is set to be released on October 10th in California time (October 11th in Beijing time).
Open source Securities Ren Lang stated that in terms of the commercialization of Robotaxi, both China and the USA are relatively leading. In the US, Waymo and Cruise started early and have long-term operations, adhering to a heavy hardware-light software technology route. Tesla has entered the Robotaxi field with its leading autonomous driving technology, adhering to a heavy software-light hardware technology route. FSD and Robotaxi may form a mutual verification relationship. In China, Luobo Kuaipao (owned by Baidu) is relatively leading, and companies like Xiaoma Zhixing and Wenyuan Zhixing are also actively deploying. Robotaxi can provide unmanned and safer travel services, addressing the pain points of taxi users driven by humans. By 2030, the domestic Robotaxi market is expected to reach nearly 500 billion yuan in size.
According to the Financial Data Center, among related listed companies:
Vanjee Technology's roadside intelligent perception system integrates sensing devices such as lidar, millimeter-wave radar, AI cameras, and transmits information to surrounding vehicles, mobile terminals, and the cloud with extremely low latency, achieving collaborative interaction between vehicles, roads, the cloud, and maps.
Gosuncn Technology Group and Wenyuan Zhixing previously cooperated on an intelligent connected vehicle pilot project at Guangzhou International Bio-Island and signed a strategic cooperation agreement, leveraging their respective advantages in vehicle networking, smart transportation, autonomous driving, and exploring typical business scenarios of intelligent connected autonomous driving.