哈啰首款Robotaxi“HR1”亮相

Core Insights - The commercialization of Robotaxi services is accelerating among leading players in the industry, with significant developments reported in September 2023 [1][2]. Group 1: Company Developments - Hello's first mass-produced Robotaxi model, "HR1," was unveiled, featuring a comprehensive safety design across six dimensions [1]. - Hello, Ant Group, and CATL established Zhaofu Intelligent Technology Co., Ltd. to promote Robotaxi development [2]. - Hello signed strategic cooperation agreements with key industry partners, including Qichen Automotive and Alibaba Cloud, to cover essential areas such as vehicle manufacturing and cloud computing [2]. Group 2: Market Expansion and Goals - Hello aims to scale its Robotaxi business within two years, with pilot operations already launched in Zhuzhou, Hunan [2]. - The company plans to achieve mass production of front-mounted models by 2026, targeting over 10 cities and a fleet size of 10,000 vehicles, with a global deployment of over 50,000 vehicles by 2027 [2]. Group 3: Industry Growth and Financial Performance - The Robotaxi sector is witnessing explosive revenue growth, with Xiaoma Zhixing reporting a 75.9% year-on-year increase in total revenue for Q2, and a staggering 157.8% increase in Robotaxi business revenue [2]. - WeRide reported a total revenue of 127 million yuan in Q2, a 60.8% increase year-on-year, with Robotaxi revenue surging by 836.7% [2]. - Goldman Sachs predicts that the Robotaxi market in China will reach $14 billion by 2030, with a fleet of approximately 535,000 vehicles, and grow to $61 billion by 2035 [3].