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彭博:中国自动驾驶出租车企业加速出海,美国巨头已落后
Feng Huang Wang·2025-10-27 06:53

Core Insights - Waymo, a subsidiary of Alphabet, is gaining attention in the autonomous driving sector with a nearly fully localized fleet in the U.S. [1] - Chinese companies like Baidu, WeRide, and Pony.ai have surpassed their U.S. counterparts in the number of autonomous taxi projects, transitioning from testing to commercialization [1] - Chinese firms are expanding internationally, establishing operations in cities like Dubai, Abu Dhabi, and Singapore, with plans to enter Germany, the UK, and other European markets [1] Group 1: Domestic Developments - Baidu and WeRide have launched fully autonomous services in Wuhan and Guangzhou, respectively [1] - Pony.ai is operating autonomous vehicles in Guangzhou and Shenzhen, and has obtained operational permits in Beijing and Shanghai [1] Group 2: International Expansion - Chinese autonomous taxi companies face little local competition abroad, as most U.S. rivals have not prioritized global expansion [1] - U.S. companies are opting to partner with Chinese firms for international ventures, such as Uber collaborating with WeRide in Abu Dhabi and Lyft planning to work with Baidu for autonomous taxi services in Europe next year [1][2] Group 3: Cost Competitiveness - Chinese companies' low-cost vehicles are attractive to service operators aiming for profitability in global markets [1] - U.S. companies are hindered in global expansion due to high material costs per vehicle [1]