萝卜快跑将在欧洲“起跑”

Core Insights - Chinese autonomous driving companies are accelerating their global expansion, with significant partnerships and market entries in Europe and the Middle East [1][2][3] Group 1: Strategic Partnerships - Baidu's RoboTaxi has partnered with Lyft to launch autonomous ride-hailing services in Germany and the UK by 2026, with plans to scale to thousands of vehicles [2] - RoboTaxi has also entered partnerships with Uber and has deployed over 1,000 autonomous vehicles across 15 cities globally [2] - Other companies like WeRide and Pony.ai are also forming collaborations with local governments and platforms to explore diverse international markets [1][3] Group 2: Market Expansion - Shanghai has issued the first batch of smart connected vehicle operation licenses, with plans to achieve L4 autonomous driving for over 6 million rides by 2027 [3] - WeRide has obtained the first autonomous driving license in Saudi Arabia, making it the only company with licenses in six countries [3] - Pony.ai is actively pursuing commercial operations in Dubai and has secured autonomous driving licenses in multiple countries [4] Group 3: Financial Performance - Despite the aggressive expansion, many autonomous driving companies have not yet achieved profitability, with Pony.ai reporting a net loss of $275 million in 2024, a 120% increase year-over-year [4] - The global Robotaxi market is projected to reach $40 billion to $45.7 billion by 2030, with the autonomous vehicle market potentially exceeding $1.2 trillion by 2040 [4]