上海向全球辅助驾驶领先城市迈进

Core Insights - The auxiliary driving industry in Shanghai is experiencing rapid growth, driven by supportive policies, capital investment, and technological advancements [2][3][4] Policy and Development - Shanghai's government has implemented various policies to support the auxiliary driving industry, including the 2022 plan aiming for a 500 billion yuan industry scale by 2025 and the issuance of road testing licenses for unmanned vehicles [2][3] - By 2027, Shanghai aims to achieve 6 million passenger trips using L4 autonomous driving, establishing itself as a global leader in this sector [2] Industry Strengths - Shanghai has a robust industrial chain, with significant promotion of new energy vehicles, totaling 278,300 units in 2024 and 1.645 million units cumulatively, leading globally [3] - The city has built 913,000 charging stations and 225 battery swap stations, with a vehicle-to-charging station ratio of approximately 1.8:1 [3] Capital Investment - From 2019 to 2024, there were 220 investment events in China's autonomous driving sector, with 52 occurring in Shanghai, indicating strong investor confidence [3] Application Scenarios - Shanghai is rich in application scenarios for auxiliary driving, including smart port heavy trucks, unmanned sanitation vehicles, and sightseeing buses, positioning it as a strong contender for becoming the "Robotaxi capital" [5][6] - The city has already issued operational licenses for Robotaxi services, marking a significant milestone in the industry [5] Commercial Development - The commercial auxiliary driving sector in Shanghai is more mature, with companies like XianTu Intelligent Technology and Youdao Zhitu leading in the development of unmanned sanitation vehicles and logistics trucks [8][9] - The market for unmanned commercial vehicles in China is projected to grow from 108.8 billion yuan in 2023 to 1.4492 trillion yuan by 2028, with a compound annual growth rate of 67.8% [9]