国君汽车|美国的Robotaxi产业在螺旋式推进

Investment Rating - The report recommends investing in automotive companies accelerating smart driving or collaborating in this field, as well as in components with high-level intelligent driving configuration rates [1]. Core Insights - The global Robotaxi industry is rapidly developing, with advancements in smart driving technology enhancing consumer awareness and improving technical solutions through accumulated mileage. The growth of the Robotaxi sector in the U.S. is expected to boost sales for automakers like Tesla and increase demand for related components [1]. - The ride-hailing and taxi markets are the primary target markets for Robotaxi, with a projected market size exceeding $70 billion in 2023. The U.S. ride-hailing market is estimated to be between $45.3 billion and $51.9 billion, while the traditional taxi market is around $23.8 billion. Additionally, the express delivery and instant delivery markets are valued at $197.9 billion and $287.5 billion, respectively [1]. - Major Robotaxi manufacturers in the U.S. include Waymo and Cruise. Waymo has developed four Robotaxi models in collaboration with FCA, Jaguar, Zeekr, and Hyundai, deploying approximately 700 vehicles that provide over 100,000 services weekly. Cruise has resumed operations after a temporary suspension due to accidents and is returning to traditional vehicle designs [1]. - The deployment of Robotaxi is limited to specific urban areas, with California making significant progress. Testing, pilot programs, and deployment are required for operation, primarily in California and Arizona. By October 3, 2024, 32 manufacturers had received testing permits with safety drivers in California, while six received permits for operations without safety drivers [1].