高德回应入局Robotaxi传闻：本周将有相关业务进展公布

Core Insights - The commercialization of Robotaxi services is accelerating globally, with increased interest in the sector [1] - Gaode Software Co., Ltd. is officially entering the Robotaxi market, aiming for global expansion as a core objective [1][2] - The Robotaxi business is positioned as a "strategic project" within Gaode, indicating strong support and resource allocation from the company's leadership [2] Company Developments - Gaode has partnered with multiple autonomous driving companies to pilot unmanned driving services in several cities [2] - The company is leveraging its daily average of 10 billion location service requests to provide high-precision traffic dynamic data for autonomous driving systems [2] - Alibaba has made a strategic investment in the Robotaxi business of Shanghai Hello Puhui Technology Co., Ltd., with plans for small-scale production by 2026 and deployment of over 50,000 autonomous vehicles by 2027 [3] Industry Trends - The Robotaxi sector is experiencing rapid growth due to advancements in AI technology, improved performance and reduced costs of core components, increased policy support, and higher consumer acceptance [4] - The global Robotaxi market is projected to reach $66.6 billion by 2030 and $352.6 billion by 2035, while the Chinese market is expected to reach $39 billion by 2030 and $179.4 billion by 2035 [4] - The industry is at a critical turning point, transitioning from demonstration operations to large-scale commercial applications, driven by a complete industrial chain, technological breakthroughs, policy support, and capital investment [4]