高盛：全球 robotaxi-因运营商部署增加，上调中国 robotaxi TAM及车队规模

Global Robotaxi: Raising Robotaxi TAM and Fleet size in China on operators' rising deployment; 10%/29% penetration rate by 2030/35E 16 July 2025 | 4:19AM HKT Since we launched our China robotaxi industry estimates in May, we have seen robotaxi operators remain positive on the long-term outlook. We remain positive on Robotaxi industry growth, due to: (1) Technology: the enhancing software and hardware capability improves Robotaxi safety and riding experience (e.g. normal driving speed similar to human driver ...