特斯拉正式启动无人驾驶出租车，国内刚刚也有重磅政策推动智能驾驶发展

Group 1 - Guangzhou government issued a three-year action plan to promote the development of intelligent connected new energy vehicles, aiming for over 90% of new cars to be L2 (or above) by 2027 [1] - Tesla's RoboTaxi service has quietly launched in Texas, with a fixed fare of $4.2, initially deploying a fleet of 10 to 20 modified Model Y vehicles equipped with Tesla's vision perception system and FSD software [1] - Tesla plans to rapidly expand the RoboTaxi fleet to 1,000 vehicles within a few months, with an expectation of over 1 million autonomous Teslas operating in the U.S. by the end of 2026 [1] Group 2 - The domestic ride-hailing taxi market in China has an annual fleet size of nearly 5 million vehicles, with an estimated market size of approximately 500 billion yuan based on average monthly orders and pricing [2] - Robotaxi is expected to accelerate the replacement of public transport and private cars, with projected domestic Robotaxi fleet sizes of 1.01 million and 4.15 million by 2030 and 2035, respectively, and market sizes of 102.1 billion and 566.8 billion yuan [2] - Key component companies related to Robotaxi include Jingwei Hirain, Bertel, and Zhejiang Shibao [2]