特斯拉“WeRobot发布会点评”：Cybercab有望带动Robotaxi产业链快速发展

Investment Rating - The report suggests a positive outlook for the Robotaxi industry, indicating that it is expected to outperform the market benchmark index in the coming months [6]. Core Insights - Tesla's recent launch of the Cybercab, an autonomous taxi, is anticipated to significantly drive the development of the Robotaxi industry. The Cybercab features a dual-seat design, eliminating traditional pedals and steering wheels, and includes an interior cleaning system and wireless charging capabilities. It utilizes an AI-driven, fully autonomous driving solution with a manufacturing cost below $30,000 and an operational cost of approximately $0.20 per mile. Mass production is planned for 2026 or 2027, with initial deployments of the fully autonomous version in Texas and California next year [3]. - The report also highlights the introduction of the Robovan, an autonomous delivery vehicle capable of carrying over 20 passengers or goods, with a cost of $0.10 to $0.15 per mile. Additionally, the Optimus robot was showcased, demonstrating its ability to perform household tasks and share components with Tesla's vehicles [3]. - Investment recommendations include focusing on companies within the Robotaxi supply chain, categorized as upstream (e.g., Zhixing Automotive Technology, Desay SV, Hesai Technology), midstream (e.g., BAIC BluePark, Xpeng Motors, NIO), and downstream operators (e.g., LoBot, Ruqi Mobility, Pony.ai) [3].