开局即量产，Robotaxi赛道迎来新玩家

Core Viewpoint - Hello's entry into the Robotaxi market is seen as a natural extension of its transportation business rather than a cross-industry venture, leveraging its operational experience and partnerships with major stakeholders like Ant Group and CATL [3][9][13]. Group 1: Strategic Positioning - Hello officially launched its Robotaxi strategy and unveiled its first mass-produced Robotaxi model, HR1, at the 2025 Inclusion·Bund Conference [1]. - The company aims to capitalize on advancements in computing power and hardware in the autonomous driving sector, which have significantly improved over the past decade [4][5]. - Hello's approach focuses on a lightweight asset model and collaboration with industry partners to reduce costs and accelerate deployment [13][14]. Group 2: Technological Advancements - The HR1 features a comprehensive 360-degree perception system with multiple radars and cameras, ensuring enhanced safety and monitoring capabilities [9]. - The vehicle's computing power exceeds 2200 TOPS, utilizing dual-domain control design and advanced communication systems for reliable connectivity [9]. - Hello has adopted a diffusion model for training its autonomous driving system, integrating diverse driving styles to enhance adaptability [8]. Group 3: Operational Efficiency - Hello emphasizes a "muddy boots" approach, focusing on practical operational efficiency rather than just technological prowess [10][11]. - The company plans to optimize vehicle operations by implementing detailed management strategies, akin to its previous experiences with bike-sharing and ride-hailing services [10][11]. - Future enhancements will include AI integration for passenger services, transforming the vehicle into a multifunctional space [11]. Group 4: Market Goals and Timeline - Hello aims to achieve mass production of the HR1 by 2026 and deploy over 50,000 Robotaxi vehicles by 2027 [17]. - The company is actively engaging with local governments for pilot operations, starting in Zhuzhou, Hunan, and plans to expand to over ten cities and one international market [17][18]. - The competitive landscape for Robotaxi is characterized as a long-term endurance race, with success dependent on stable execution and collaboration with partners [18].