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Zhitong Finance APP learned that Guotai Junan Securities released a research report saying that the business model of Luobo Kuaipao in Wuhan has been initially successful, and the autonomous driving industry has returned to the market spotlight and is about to enter a rapid landing period. There are three main investment directions: 1. Internet companies that master autonomous driving technology; 2. Industrial chain companies that manufacture complete vehicles and parts or IT services for Internet companies; 3. Companies related to autonomous driving infrastructure, roads and clouds.

The business model of Luobokuaipao in Wuhan has achieved initial success.Luobo Kuaipao is an autonomous driving travel service platform under Baidu. It has opened manned test operation services in 11 cities, and has carried out fully unmanned autonomous driving travel service tests in Beijing, Wuhan, Chongqing, Shenzhen and Shanghai. Compared with manned versions, unmanned online car-hailing vehicles are cheaper and provide better passenger experience. According to the Luobo Kuaipao plan, Wuhan will be fully covered in 2024, and 1,000 sixth-generation mass-produced unmanned vehicles will be put into operation. It is expected that with the increase in the number of vehicles put into use in the future, the operating cost of a single vehicle will be significantly reduced, and economies of scale may be reflected. Luobo Kuaipao expects to break even in Wuhan by the end of 2024 and achieve profitability in 2025.

Technology, cost, and legal and regulatory conditions have matured and the business model has become successful.In terms of technology: The sixth-generation car of Carrot Express is equipped with the latest autonomous driving solution, which is more than 10 times safer than human drivers. In terms of cost: The price of the sixth-generation driverless car is only 200,000 yuan. According to our preliminary calculation, driverless online car-hailing cars are already price competitive, and the profit model of a single car has been initially run through. In the future, more new business models are expected to be derived. In terms of laws and regulations: The state and local governments have successively issued policies to support the development of the industry. Recently, the construction of vehicles, roads and clouds in various places has also provided infrastructure for driverless business in Ningxia. The maturity of the three major conditions jointly determines that driverless commercial operations are possible.

The “iPhone moment” of commercial autonomous driving operations has accelerated the development of the industry.In addition to LuoBoKuaiPao, other companies are also following up quickly and actively laying out related tracks. Among giants, Tesla is about to release Robotaxi in October, and Huawei and Xiaopeng are also making positive progress in the field of autonomous driving. Pony.ai and WeRide are also actively laying out the unmanned taxi business. LuoBoKuaiPao's initial success in Wuhan has ignited the "iPhone moment" of autonomous driving commercial operations, and the development of the industry is expected to accelerate further.