GAC GROUP(SH:601238) 雷峰网·2025-03-31 09:01Core Viewpoint - The article discusses the imminent establishment of a complete operational ecosystem for Robotaxi, highlighting the collaboration between Didi and GAC Aion in producing the first mass-produced autonomous vehicle, which is expected to drive the commercialization of Robotaxi services [1][5][20]. Group 1: Robotaxi Market Developments - From 2024 onwards, several autonomous driving companies are expected to achieve breakthroughs in the Robotaxi sector, attracting renewed industry attention [6]. - Waymo has opened public ride-hailing services in multiple cities, with weekly ride volumes exceeding 175,000 [7]. - Tesla plans to launch its Cybercab autonomous taxi by 2026, with projected operational costs of approximately $0.2 per mile and expected revenues of around $115 million by 2027 [9][10]. - The global market for Robotaxi is anticipated to reach significant scale by 2026, with widespread adoption expected by 2030 [10]. Group 2: Didi's Strategic Positioning - Didi has been investing in autonomous driving technology since 2016, recognizing its strategic importance as the market shifts towards autonomous vehicle services [28][30]. - The company has established a robust operational framework, with daily average orders exceeding 35.3 million domestically and 11 million internationally, providing a strong foundation for Robotaxi integration [18][30]. - Didi's collaboration with GAC Aion aims to leverage advanced manufacturing capabilities and resources, enhancing its competitive edge in the Robotaxi market [23][24]. Group 3: Technological and Operational Readiness - The successful commercialization of Robotaxi requires three key components: autonomous driving systems, operational vehicles, and operational platforms, which Didi is well-positioned to fulfill [15][27]. - Didi's autonomous driving division has developed core software and hardware capabilities, including a self-developed laser radar and a comprehensive computing platform for intelligent driving [31]. - The partnership with GAC Aion has resulted in a vehicle that meets global standards and is ready for mass production, indicating Didi's preparedness for the upcoming market launch [22][20].