Core Insights - Shanghai has issued a new batch of demonstration operation licenses for intelligent connected vehicles, marking a new phase of normalization and scaling in the local market [1] - Pony.ai has launched fully autonomous Robotaxi services in Shanghai, operating in designated areas with specific hours, representing the first instance of fully driverless taxis in the city [1][2] - The Robotaxi utilizes advanced autonomous driving technology, including a fifth-generation system with multiple sensors, ensuring safety and reliability during operation [2][3] Company Developments - Pony.ai's Robotaxi service operates with a Lexus RX vehicle equipped with a comprehensive sensor suite, providing a 200-meter field of view for enhanced safety [2][3] - The company has accumulated over 500,000 hours of fully autonomous operation and 50 million kilometers of road testing, demonstrating the robustness of its technology [3] - The fare for a recent Robotaxi trip was 11.4 yuan after discounts, indicating a competitive pricing strategy for the service [3] Industry Trends - The global market for Robotaxi services is expected to experience explosive growth, with projections indicating a rise from $54 million in 2025 to $47 billion by 2035, reflecting a compound annual growth rate of over 60% [4] - The issuance of over 16,000 testing licenses and the opening of 32,000 kilometers of testing roads in China are critical to supporting the commercial rollout of Robotaxi services [4] - Industry experts suggest that the next 5-10 years will see significant advancements in autonomous driving and smart logistics, potentially disrupting traditional automotive and transportation sectors [5]
上海落地首批全无人驾驶出租车 自动驾驶技术商业化应用再提速
Zheng Quan Shi Bao·2025-08-04 19:00