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financial news agency, october 6 (editor li chen)tesla officially announced that it plans to launch on october 11, beijing time.an event was held at warner bros. studios in burbank, los angeles, to officially showcase its robotaxi driverless taxis. musk declared in a high-profile manner, "this will go down in history." minsheng securities believes that the commercialization of robotaxi has begun, and the singularity of intelligent driving has arrived. robotaxi provides l4-l5 autonomous driving services to realize the combination of autonomous driving + shared travel.able to achieve high security, clear path to cost reduction, and expected to open up long-term market space。

huaxin securities lin zijian and others stated in a research report released on september 19 that, in general, robotaxi includes three processes of "technology research and development + testing phase + commercial operation", covering the three dimensions of "operation + technology + policy" , mainly divided into two deployment modes: "self-operation + golden triangle". huajin securities li hui said in a research report released on august 26,domestic robotaxi companies are mainly divided into two categories: autonomous driving internet manufacturers and traditional manufacturers. currently, autonomous driving internet manufacturers are making relatively advanced progress.. from the perspective of landing cities and test mileage, internet manufacturers represented by luobo kuaipao, weride, and pony.ai are leading the way in commercialization progress; while t3 travel, changan/dongfeng/faw, ruqi travel, and guangzhou automobile group, traditional manufacturers such as caocao travel and geely automobile started road testing late, but they are actively seeking cooperation with autonomous driving solution providers to promote the commercialization process of robotaxi.

southwest securities zheng liansheng and others stated in a research report released on september 19 that according to frost & sullivan’s forecast, with technological advancement, favorable policies and cost reduction,robotaxi will achieve large-scale commercialization around 2026, it is expected that robotaxi will be widely adopted around the world by 2030, when the penetration rate of robotaxi in china’s smart travel will reach 31.8%, and will reach 69.3% in 2035.it is estimated that by 2030, the chinese and global robotaxi market sizes will reach 488.8 billion/834.9 billion yuan respectively., the cagr in 24-30 years is 248%/239% respectively, and will reach 1.6 trillion/3.2 trillion yuan respectively by 2035, and the cagr in 30-35 years is 27.4%/31% respectively.

debon securities deng jianquan and others stated in a research report released on july 30,robotaxi involves a long industrial chain. from the perspective of upstream, middle and downstream: the upstream of robotaxi is mainly related to the industrial chain including autonomous driving and vehicle manufacturing technologies; the midstream is mainly car manufacturing companies and internet car manufacturing forces; the downstream is mainly robotaxi operating platform and related service providers .

specifically,in the upstream sector, the main companies involved in smart cockpits are desay sv, joyson electronics, and huayang group, the main companies involved in high-precision maps are navinfo, the main companies involved in chips are cambrian, and the main companies involved in components the main companies involved are sunsea intelligent, the main companies involved in software algorithms are qianfang technology and jingwei hengrun, the main companies involved in brake-by-wire are asia pacific holdings, and the main companies involved in air suspension are baolong technology and zhongding shares, the main companies involved in battery materials include ganfeng lithium, sinoma technology, and xinzhoubang. the main companies involved in batteries/motors/electronic controls include tianneng co., ltd., catl, guoxuan hi-tech, byd, and inovance technology, qiming information, and the main companies involved in circuit systems/thermal management systems include yinlun co., ltd., guoxuan high-tech, and jingwang electronics.in the midstream sector, the main companies participating in the oem include byd, saic motor, and guangzhou automobile group.

zheng liansheng said that from a direct perspective,the current penetration rate of robotaxi is extremely low, and there is huge room for future growth, which will directly benefit operators, vehicle manufacturers and related suppliers.. related subjects: vehicle manufacturers: baic blue valley, jiangling motors. suppliers: navinfo, desay sv, jingwei hengrun, huayang group. from an indirect perspective, the real significance of robotaxi’s rapid emergence is that the rapid spread of robotaxi traffic has refreshed the national awareness of l3 models, thereby achieving the accelerated penetration of l3 high-end intelligent driving. related targets: vehicle sector: huawei series (cyliss, baic blue valley, jianghuai automobile). intelligent driving components: sensing end: lianchuang electronics (camera). decision-making side: desay sv, jingwei hengrun, keboda, huayang group (intelligent driving domain control). execution end: bethel, baolong technology (wire-controlled chassis).

orient securities jiang xueqing and others stated in a research report released on august 12 that from the perspective of investment strategy, robotaxi is expected to gradually achieve commercialization, partially replace b-side taxis and online ride-hailing services, and accelerate the process of vehicle intelligence. ,the midstream and downstream of the autonomous driving industry chain, such as autonomous driving solution suppliers and vehicle companies, are expected to benefit, upstream companies that provide intelligent hardware and software are also expected to benefit. it is recommended to pay attention to: vehicle companies that have deployed the robotaxi industry chain: changan automobile, byd, jac automobile, and saic; companies that have deployed intelligent parts and components: bethel, jingwei hengrun, baolong technology, huayu automobile, desay sv, huayang group, keboda, etc.

qian jinyu of huafu securities stated in a research report released on may 8 that the development of robotaxi is highly dependent on the progress of autonomous driving technology, and the development of autonomous driving technology is influenced by many factors. technical factors alone include the iteration of autonomous driving algorithms. , support of on-board computing power, data sets required for autonomous driving algorithm model training, etc. therefore, there is a certain degree of uncertainty in the development of autonomous driving technology. also,policies are an important factor affecting the development of robotaxi. the licenses for robotaxi operations and the scope of test areas are all stipulated by policies promulgated by relevant government departments. due to operational safety considerations, there is a possibility that the policy release will not be as good as expected.