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Zhitong Finance APP learned that Guotai Junan released a research report saying that driverless taxis can help improve consumers' awareness of smart driving, and mileage accumulation can also help improve and iterate technical solutions; the potential market space is vast, and it is constrained by factors such as cost and technology in the early stage. In the medium term, with the decline in costs and technological iterations, the penetration rate of smart driving is expected to gradually increase. We recommend vehicle targets that are accelerating the promotion or cooperation of smart driving, as well as component targets with a high configuration rate of high-end smart driving.

Guotai Junan's main views are as follows:

Robotaxi is accelerating and intelligent driving is continuing to advance.Driverless taxis can help improve consumers' awareness of smart driving, and mileage accumulation can also help improve and iterate technical solutions. The potential market space is vast, and it is constrained by factors such as cost and technology in the early stage. In the medium term, as costs decrease and technology iterates, the penetration rate of smart driving is expected to gradually increase. Investment advice: We recommend vehicle targets that are accelerating the promotion or cooperation of smart driving, as well as component targets with a high configuration rate of high-end smart driving.

The domestic online car-hailing + taxi market is estimated to be worth more than 100 billion yuan, and the potential market is vast.By the end of 2023, the number of online ride-hailing vehicles and taxis in my country will exceed 4 million. According to the average daily order amount and average price of a single order of Didi Chuxing, the market size of online ride-hailing vehicles and taxis in my country will be close to 300 billion yuan in 2023. According to Didi Chuxing's 2020 data, the main costs of online ride-hailing platforms are driver costs, passenger subsidies, and operating costs.

The operating area and scale of Robotaxi are constantly expanding and gradually entering commercial operation.Robotaxi has gradually started commercial operations in specific areas and scenarios. The main participants are travel platform companies and autonomous driving technology companies. In terms of trend, Robotaxi is undergoing a transition from "on-board safety officer" to "remote safety officer", testing-demonstration application-commercialization, and national policies and local regulations are also constantly being improved.

It is difficult to calculate the economic accounts of Robotaxi in the short term, but the input-output ratio is expected to continue to improve in the medium term.Compared with online ride-hailing services, in the short term, Robotaxi's cost advantage in driver costs is temporarily offset by hardware costs and safety officers. With the subsequent economies of scale and reduction in hardware costs, the cost advantage will become more prominent. In terms of technology, Robotaxi's L4+ level unmanned driving solution still needs to be further improved. As the operating area continues to expand, the order volume is expected to continue to grow.

risk warning:The progress of technological iteration and cost reduction has not been as expected, there is a shortage of key electronic components, and policy support has declined.