Core Viewpoint - The launch of the seventh-generation Robotaxi by the company marks a significant step in its operational strategy, aiming for single-vehicle profitability and a competitive edge in the rapidly evolving Robotaxi industry [2][4]. Group 1: Product Launch and Features - The seventh-generation Robotaxi officially commenced operations in cities like Guangzhou and Shenzhen on November 5, just before the company's listing on the Hong Kong stock exchange [2]. - The new model's autonomous driving suite has seen a 70% reduction in total costs compared to the previous generation, primarily due to significant cost reductions in computing units and LiDAR technology [3][4]. - The vehicle features improved stability and comfort, with voice interaction capabilities allowing passengers to start their journey by simply saying "start the trip" [3]. Group 2: Operational Strategy and Goals - The company plans to gradually increase the number of seventh-generation vehicles on the road, with hundreds expected to be operational by the end of the year [2][4]. - Achieving profitability at a fleet size of 1,000 vehicles is a key operational goal, with each additional vehicle expected to be self-sustaining [4][6]. - The company emphasizes that it will not engage in predatory pricing strategies, maintaining competitive pricing similar to that of Didi Chuxing, and believes that customers will pay for quality service [6]. Group 3: Industry Competition and Trends - The Robotaxi industry is anticipated to become increasingly competitive by 2025, with new players entering the market and existing companies ramping up their efforts [2][6]. - Companies like Hello and Gaode are also planning to enter the Robotaxi space, with ambitious production and deployment goals set for the coming years [4][5]. - The industry is expected to undergo another round of elimination as it matures, with the technological demands for fully autonomous Robotaxis remaining high [6].
小马智行副总裁莫璐怡：自动驾驶出租车技术门槛非常高 不会以恶意低价方式竞争