特斯拉Robotaxi正式亮相，有望引领出行新革命

Investment Rating - Investment recommendation: Outperform the market (maintained) [8] Core Viewpoints - The launch of Tesla's Robotaxi products, including Cybercab and Robovan, marks a significant advancement in autonomous driving, with Cybercab expected to begin production before 2026, priced under $30,000 [3][12] - The Robotaxi's commercial rollout is anticipated to drive industry transformation, with the potential to lower operational costs to $0.2 per mile, significantly below the current average of $1 per mile in the U.S. [12] - The report suggests focusing on investment opportunities within the Robotaxi supply chain, highlighting key suppliers and manufacturers that stand to benefit from this technological shift [12] Summary by Sections Industry Events - Tesla's Robotaxi products were officially unveiled on October 11, 2024, showcasing advancements in fully autonomous driving technology [12] - The Cybercab features a unique design and user interface, eliminating traditional controls in favor of a central touchscreen [12] Investment Opportunities - Recommended core suppliers include Top Group, Xinquan Co., and Xusheng Group, while vehicle manufacturers like Changan Automobile and Li Auto are expected to benefit from advancements in autonomous driving technology [12] - In the core component sector, key recommendations include suppliers of high-speed connectors and control systems, such as Delian Technology and Bertley [12]