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recently, the latest data released by the china association of automobile manufacturers showed that in august, the production and sales of new energy vehicles reached 1.092 million and 1.1 million respectively, up 29.6% and 30% year-on-year respectively. the sales of new energy vehicles reached 44.8% of the total new car sales.

with the rapid development of new energy vehicles and the continuous integration of the internet and transportation, new shared travel modes have emerged, such as online car-hailing, ride-sharing, and internet rental bicycles. in the shared travel system, the development of shared (electric) bicycles, online car-hailing, and driverless vehicles has attracted much attention.

recently, the blue book "china shared mobility development report (2023-2024)" (hereinafter referred to as the blue book), jointly released by the "daily economic news" and the northern jiaotong university, the urban transportation branch of the china highway society, the world resources institute and the social sciences academic press, mentioned that l4-level intelligent driving technology is being promoted at an accelerated pace, and shared mobility is expected to enter a period of transformation in the next few years.

rising demand for shared mobility

at the 2024 new transportation industry development seminar held on the day of the release of the blue book, many industry insiders believed that the development of the shared travel economy is very important for residents' travel. according to the blue book data, the number of shared travel trips in my country will reach 32.6 billion in 2023, and the development will tend to be stable.

ji xuehong, director of the automotive industry innovation research center of the north china university of technology, also stated in his special report on the blue book that from the perspective of the future development of shared travel, the development of mainstream business models is stabilizing, and the development of new business models and the speed of breakthroughs in intelligent technologies will determine its future growth potential.

among them, in the development of the shared travel economy, the topic of shared electric two-wheelers has been discussed in depth by many industry insiders.

image source: photo taken by reporter kong zesi of meijing (file photo)

"the development of shared electric two-wheelers has great practical significance." when talking about shared economy travel, tang yuan, vice president of the china urbanization promotion association, said that electric two-wheelers have become the means of transportation for most urban residents because of their low price, easy driving, convenient use, and ability to meet "point-to-point" travel needs. they are deeply welcomed by urban residents, especially low-income residents. currently, there are more than 400 million electric two-wheelers in the country.

however, the "sharing economy blue book - analysis of the development of china's internet rental electric bicycles in 2023" report shows that from the perspective of the industry structure, the concentration of the shared electric bicycle industry is far lower than that of the shared bicycle industry. data shows that the number of electric bicycles in china has exceeded 400 million, and the effective number of shared electric bicycles is about 7 million, accounting for 1.75%.

in this regard, zhou jinxiu, vice president of public affairs at hello, said that although shared electric motorcycles account for a small proportion, they can effectively improve the accessibility of public transportation, fill in the gaps in public transportation services, and alleviate traffic pressure.

the commercialization process of robotaxi will continue to accelerate

in fact, among the new forms of shared travel, the commercialization process of advanced driving represented by robotaxi has also attracted much attention in the industry.

blue book data shows that by 2023, the scale of my country's smart car industry will expand. driven by the integration of vehicle, road, network and cloud, it is expected that by the end of the 14th five-year plan period, the scale of my country's smart car industry will exceed 600 billion yuan. at the same time, with the breakthrough of intelligent driving technology, the installation rate of new cars equipped with l2 and l3 level automatic driving systems will be close to 70% by the end of the 14th five-year plan period.

the content of the blue book shows that 51 cities have issued pilot demonstration policies for autonomous driving to accelerate the expansion of application scenarios. beijing, shanghai, guangzhou, shenzhen, wuhan and other places have carried out pilot demonstrations of driverless vehicles on public roads and commercial operations of charging models. for example, beijing has continuously expanded the application scenarios in daxing airport and other places on the basis of actively promoting the robotaxi demonstration zone 3.0; wuhan supports nearly 500 driverless vehicles in 12 administrative districts to carry out regular pilot services, and the number of cities opening services and the number of orders are increasing.

image source: photo taken by dong tianyi, a reporter from china business network (file photo)

the reporter noticed that many domestic companies including pony.ai, navinfo, and king long motors are accelerating their exploration of l2 or higher-level driving systems.

wu zhao, global partner and vice president of greater china at roland berger, said that the next two to three years will be a critical stage and opportunity for robotaxi to take the next step towards commercialization. in the next three years, at the critical breakthrough stage of commercialization, technological breakthroughs and technological safety will remain the core, and policy supervision and supporting system construction will be equally important.

the blue book predicts that by 2025, the penetration rate of l2 autonomous driving will reach 45%, l3 autonomous driving vehicles will begin mass production, and the market space will further expand.

daily economic news