计算机行业周报：关注Robotaxi的产业进展

Investment Rating - The report does not provide a specific investment rating for the computer industry, but it indicates a neutral rating for the computer software sub-industry [3]. Core Insights - The Robotaxi industry is experiencing rapid advancements, with significant policy developments and cost reductions expected to accelerate commercialization [5][6][7]. - The report highlights the importance of the "golden triangle" collaboration model among autonomous driving companies, manufacturers, and ride-hailing service providers for successful Robotaxi deployment [24]. Summary by Sections 1. Robotaxi Policy and Regulations - Since 2023, China has been enhancing its Robotaxi-related policies, establishing a comprehensive framework for autonomous vehicle operation, including safety guidelines and responsibility allocation [5][12]. - Major cities like Beijing, Wuhan, and Shanghai have initiated public road trials for unmanned vehicles, with specific regulations implemented to clarify accident liability [5][12]. 2. Cost Reduction and Commercialization - The total lifecycle operating cost of Robotaxi is categorized into vehicle manufacturing, safety operation, and capacity operation costs, with a clear trend towards cost reduction [6][16]. - Significant reductions in hardware costs have been observed, with the BOM cost of the seventh-generation Robotaxi from Xiaoma Zhixing decreasing by 70%, and Baidu's sixth-generation model price dropping from 480,000 yuan to 204,600 yuan [6][18]. - The report predicts that by 2026, the cost per kilometer for Robotaxi services will drop to 2.1 yuan, making it competitive with traditional taxi services [21][23]. 3. Commercialization Progress - Major Robotaxi companies are rapidly expanding their operations, with Waymo reporting a service volume of 250,000 rides per week and Baidu's Robotaxi achieving 100% unmanned operation [7][27]. - The report emphasizes the collaborative ecosystem formed by autonomous driving technology companies, vehicle manufacturers, and ride-hailing platforms, which is crucial for the commercialization of Robotaxi services [24][27]. 4. Market Outlook - The global market for Robotaxi is projected to reach 824.9 billion yuan by 2030, with a penetration rate of 31.8% in China, indicating substantial growth potential [23][25]. - The report recommends investment in companies such as Wanma Technology, Hongsoft Technology, and Ruiming Technology, which are well-positioned to benefit from the rapid advancements in the Robotaxi sector [36].