新兴产业点评报告：“WE，ROBOT”发布会召开，拉开Robotaxi商业化序幕

Core Insights - The "WE, ROBOT" conference held by Tesla marks the beginning of the commercialization of Robotaxi services, showcasing the Cybercab and Robovan models, which are designed for autonomous driving without traditional controls [2][3] - The expected production timeline for Cybercab is set for 2026-2027, with operational costs projected at approximately $0.2 per mile, and a potential price of $0.3 to $0.4 per mile [2][3] - The Robotaxi industry is anticipated to reach a global market size of $2.5 billion by 2026, driven by technological advancements, favorable policies, and cost reductions [3] Industry Insights - The core technology for Robotaxi relies on L4 and L5 autonomous driving capabilities, which are expected to enhance safety and affordability in transportation services [2][3] - Key commercial factors for Robotaxi commercialization include regulatory policies, technology, cost, operations and services, and market acceptance [2][3] - The competitive landscape features major players like Waymo, Cruise, Uber, and Tesla globally, while in China, companies such as Baidu and WeRide are prominent [3] Investment Recommendations - The report suggests focusing on companies benefiting from advancements in autonomous driving technology, including Tesla for complete vehicles, Top Group and Sanhua Intelligent Control for traditional components, and Desay SV and Jingwei Hirain for intelligent components [3]