汽车行业专题研究：特斯拉Robotaxi发布在即，产业有望迎来加速发展

Investment Rating - Investment recommendation: Outperform the market (maintained) [7] Core Insights - The upcoming launch of Tesla's Robotaxi is expected to accelerate the development of the Robotaxi industry, with significant technological advancements and potential for new growth opportunities for Tesla [10][11] - The Robotaxi is anticipated to become a mainstream transportation option, potentially generating trillions of dollars in value and enhancing Tesla's position in the autonomous driving sector [22][23] Summary by Sections 1. Tesla Robotaxi Launch and Its Impact - Tesla is set to officially launch the Robotaxi on October 10, 2024, featuring advanced technologies such as FSD V13 and wireless charging [10][15] - The FSD V13 is expected to significantly enhance the average takeover mileage by up to six times, facilitating the practical implementation of Robotaxi [20] - The launch of Robotaxi is viewed as a critical component of Tesla's growth strategy, with the potential to improve FSD user payment rates and overall business performance [23] 2. Current Commercialization Progress of Robotaxi - The commercialization of Robotaxi is progressing steadily, with technological advancements and cost optimizations driving its adoption [11][25] - By 2026, the cost per kilometer for Robotaxi is projected to be comparable to traditional taxi services, paving the way for widespread deployment [25] - In China, companies like Baidu's Apollo and others are leading the charge in Robotaxi commercialization, with significant operational milestones achieved [37] 3. Investment Opportunities in the Robotaxi Industry Chain - The Robotaxi industry encompasses a complete value chain, including upstream technology, midstream manufacturing, and downstream operations [40][41] - Key investment opportunities are identified in core component suppliers, vehicle manufacturers, and companies involved in Robotaxi operations [45][46] - The integration of vehicle-road-cloud systems is expected to enhance the operational efficiency and safety of Robotaxi services, creating further investment potential [44][47]