特斯拉robotaxi业务更新

Investment Rating - The report maintains a "Recommended" rating for the automotive industry, indicating a positive outlook for the sector's fundamentals and expectations for the industry index to outperform the benchmark index [3]. Core Insights - Tesla's Robotaxi service officially opened to the public on November 18, marking a shift from closed testing to commercial operation, with over 2 million downloads on the first day [2]. - The initial service areas include Austin, Texas, and the San Francisco Bay Area, with a fleet size estimated at around 100 vehicles across both locations [2]. - Future plans include deploying over 1,500 vehicles by the end of 2025, expanding to additional states such as Arizona, Nevada, and Florida [2]. - Significant financial impacts from Robotaxi are expected in the second half of 2026, with plans to cover 8-10 cities by year-end [2]. Summary by Sections Industry Scale - The automotive industry comprises 265 companies, with a total market capitalization of approximately 4,529.5 billion and a circulating market capitalization of about 3,917.7 billion [3]. Performance Metrics - Absolute performance over 1 month, 6 months, and 12 months shows changes of -4.3%, 20.7%, and 38.5% respectively, while relative performance indicates changes of -5.5%, 3.3%, and 22.8% [4].