被“碰瓷”的萝卜快跑,还得跑更快一点
BIDUBIDU(US:BIDU) 3 6 Ke·2025-11-06 10:30

Core Insights - The article highlights the rapid expansion and competitive positioning of the autonomous driving company, Luobo Kuaipao, in the global Robotaxi market, emphasizing its operational achievements and strategic shifts towards international markets and cost reduction strategies [1][4][6]. Group 1: Operational Achievements - Luobo Kuaipao has expanded its operations to 22 cities globally, including major locations like Beijing, Shanghai, Wuhan, Shenzhen, Hong Kong, Dubai, and Abu Dhabi, with over 25,000 weekly orders and a total of over 17 million cumulative orders [4]. - The company has achieved over 240 million kilometers in total autonomous driving mileage, with 140 million kilometers being fully driverless [4]. - In Wuhan, Luobo Kuaipao has reached breakeven on a unit economic basis, indicating that the revenue from each autonomous vehicle covers its direct operating costs [7]. Group 2: Competitive Landscape - Competitors such as Xiaoma Zhixing and Wenyan Zhixing are also seeking to expand, with Xiaoma Zhixing claiming to operate in four major cities while Luobo Kuaipao is limited to Beijing and Shanghai [2]. - The global Robotaxi market is witnessing aggressive expansion, with companies like Waymo and Tesla also ramping up their services in various U.S. cities [5][6]. Group 3: Strategic Shifts - Luobo Kuaipao is shifting its focus from domestic operations to international markets, having entered Dubai and formed partnerships with Uber and Lyft for extensive deployments outside of China [6]. - The company is transitioning from a multi-sensor approach to a pure vision technology strategy, aiming to reduce costs and improve market competitiveness [10][14]. Group 4: Cost Reduction and Future Plans - The sixth-generation autonomous vehicle (Apollo RT6) has seen a 60% reduction in procurement costs compared to its predecessor, with a target to further decrease costs by eliminating certain sensors [13][14]. - The company aims to achieve a per-kilometer cost below 1 yuan, significantly lower than traditional ride-hailing services, as part of its long-term strategy to dominate the market [14]. Group 5: Safety and Regulatory Considerations - Luobo Kuaipao emphasizes safety, claiming its accident rate is one-fourteenth that of human drivers, and has implemented multiple safety redundancies in its vehicles [21]. - The company faces challenges related to regulatory acceptance and the need to avoid major accidents as it expands its operations globally [19][21].