特斯拉强势入局，Robotaxi行业竞赛升温

Investment Rating - The report does not explicitly provide an investment rating for the Robotaxi industry or Tesla's involvement in it. Core Insights - Tesla's entry into the Robotaxi market is expected to significantly impact the industry, with the launch of the Cybercab marking a new chapter in autonomous taxi services [3][4] - The anticipated cost of the Cybercab is under $30,000, with operational costs projected at $0.2 per mile, which is a substantial reduction compared to traditional vehicles [3][4] - The Robotaxi market is projected to grow rapidly, with estimates suggesting a compound annual growth rate (CAGR) of 247.7% in China from 2024 to 2030, reaching approximately 4,880 billion RMB by 2030 [12] Summary by Sections Tesla's Robotaxi Journey - Tesla's plans for Robotaxi began in 2016, with the aim to integrate fully autonomous vehicles into a network that includes both Tesla-owned and privately owned vehicles [2] - Initial projections for the rollout faced delays due to technological and regulatory challenges, with mass production now expected in 2026 [3][4] Domestic Robotaxi Landscape - The Chinese market is experiencing a resurgence in Robotaxi interest, driven by supportive policies and technological advancements [5][6] - Major cities in China have begun to issue permits for autonomous vehicle testing, with 51 cities having established pilot programs by mid-2024 [5][7] Industry Structure and Business Models - The Robotaxi industry is characterized by a developing supply chain, with segments including materials, production technology, and application services [9][10] - Two primary business models are emerging: independent operations that cover the entire supply chain and partnerships between vehicle manufacturers and technology providers [11] Market Size and Growth Potential - The global Robotaxi market is expected to grow from approximately 600 million RMB in 2024 to 8,349 billion RMB by 2030, with a CAGR of 238.8% [12][13] Key Players and Competitive Landscape - Key players in the Robotaxi space include technology companies, vehicle manufacturers, and ride-hailing service providers, each contributing unique strengths to the market [10][11]