news

the most important day after the model 3 launch? tesla robotaxi is set

2024-09-26

한어Русский языкEnglishFrançaisIndonesianSanskrit日本語DeutschPortuguêsΕλληνικάespañolItalianoSuomalainenLatina

on september 26, tesla officially announced that the tesla robotaxi driverless taxi will be officially released on october 10, california time (october 11, beijing time). almost at the same time, tesla ceo musk also released a robotaxi poster on social channels, saying "this will go down in history."

tesla's robotaxi service was originally scheduled to be launched in august this year, but musk said he needed to give the team more time to manufacture and perfect the car prototype, so the release time was postponed.

it is reported that the above conference will be held at warner bros.' film studio in los angeles. not long ago, a warner bros. employee said on a social platform that a small vehicle with a unique appearance and layers of camouflage has appeared, which is very likely the upcoming tesla robotaxi driverless taxi.

against the backdrop of slowing global electric vehicle sales and intensifying market competition, although the automotive business is still tesla's main business, its ability to make money is getting weaker and weaker. in the past three years or so, tesla's automotive business gross profit margin has been halved. at a time when electric vehicles are becoming less and less profitable, autonomous driving has become tesla's hope for future market value growth.

in this context, the significance of robotaxi to tesla is self-evident. cathie wood, ceo of ark investment management, once estimated that by 2030, the entire market will generate about $8 trillion to $10 trillion in revenue, half of which will flow to platforms such as tesla.

musk once said on social media that october 10 will be the most important day for tesla since the release of model 3. on september 25, musk publicly warmed up for robotaxi, saying that when tesla releases an unmanned fully autonomous car, buses will no longer be needed because tesla can take people from the starting point to the end point at a similar cost to buses.

regarding the specific time when robotaxi will be put into use, tesla said in its second quarter earnings conference call this year that it might be the end of this year or next year at the latest.

however, for the real commercial use of tesla robotaxi, in addition to the need to solve technical problems, more importantly, the improvement of relevant policies and regulatory approval are required. tesla executives said in the second quarter earnings conference call this year that tesla will only start providing unmanned taxi services to customers when fsd (full self-driving) can be used without supervision. "the specific deployment time of robotaxi depends on technological progress and the approval of regulatory authorities."

in order to speed up the implementation of autonomous driving, tesla is pushing for fsd to obtain regulatory approval in major markets around the world. it is reported that tesla fsd is likely to obtain approval in the chinese and european markets by the end of this year.

as of the close of trading on september 25, eastern time, tesla's stock price rose 1.08% to $257.02, and the cumulative increase since september this year has reached 20%.

influenced by the above news, today, the a-share driverless concept (bk0802) rose abnormally. as of 2:00 pm on september 26, the driverless concept index rose 2.12% to 1147.01. in terms of individual stocks, yutong heavy industry, riying electronics, ruima precision, and lianchuang electronics rose by "10cm". in addition, junchuang technology and runhe software rose by more than 10%, and mingzhi electric and siling shares followed suit.