Tesla(US:TSLA) Sou Hu Cai Jing·2025-08-01 04:41Core Viewpoint - Shanghai has issued demonstration operation permits for smart connected vehicles to eight companies, including Xiaoma Zhixing, which has launched a driverless Robotaxi service, highlighting differences in technology routes, business models, and implementation strategies compared to Tesla [1] Group 1: Technology Route - Xiaoma Zhixing's Robotaxi utilizes an L4 autonomous driving solution, focusing on "predictive capabilities" to enhance decision-making similar to human drivers, suitable for China's dense traffic environment [3] - Tesla relies on extensive user fleet data to iteratively improve its Full Self-Driving (FSD) system, aiming for a gradual transition from L2 to L4, but still requires human supervision [3] Group 2: Business Model - Xiaoma Zhixing adopts a "regional pilot" strategy, initially operating in specific areas of Pudong with a pricing model of "14 yuan starting + 2.7 yuan/km," closely aligned with traditional ride-hailing services [4] - Tesla plans a global Robotaxi network with a subscription service and a "car owner shared fleet" concept, though specific pricing details have not been disclosed [4] Group 3: Implementation Challenges - Xiaoma Zhixing is closely aligned with Chinese regulations, gradually expanding its testing range, but may face capacity issues during peak times due to limited vehicle numbers [5] - Tesla encounters a more complex global regulatory environment, needing to adapt its technology to various traffic rules and address the debate over lidar versus non-lidar approaches [5] Group 4: Overall Perspective - Xiaoma Zhixing exemplifies a pragmatic approach to autonomous driving in China, while Tesla continues its legacy of disruptive innovation [6] - Future competition may evolve into a long-term contest between these two technological routes, with user experience and safety records becoming critical factors [6]