汽车行业点评研究：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) [5] Core Insights - Tesla's Robotaxi products, including Cybercab and Robovan, were officially unveiled, with Cybercab expected to begin production before 2026, and no later than 2027, at a cost of under $30,000 [2][7] - The launch of Cybercab signifies a major advancement in Tesla's autonomous driving capabilities and is anticipated to lead a revolution in transportation [2][7] - The global commercialization of Robotaxi is steadily progressing, with China and the U.S. leading the industry, and Tesla's Cybercab may act as a significant catalyst for market competition and technological innovation [7] Summary by Sections Industry Events - Tesla's Robotaxi products were officially launched on October 11, 2024, showcasing significant advancements in autonomous driving technology [7] - Cybercab features a butterfly door layout, a dual-seat configuration, and relies on a central control screen for passenger interaction, eliminating pedals and steering wheels [7] - The expected operational cost for autonomous taxi services is projected to be around $0.2 per mile, significantly lower than the current U.S. average of $1 per mile [7] Investment Opportunities - Recommended focus on core suppliers within Tesla's supply chain, including Top Group, Xinquan Co., and Xusheng Group [7] - In the complete vehicle sector, companies benefiting from Huawei's advanced driving technology, such as Changan Automobile and Jianghuai Automobile, are highlighted [7] - Key component suppliers for Robotaxi, including high-speed connector manufacturers and domain controller suppliers, are also recommended for investment [7]