时报观察丨自动驾驶出租车商业化道阻且长
TeslaTesla(US:TSLA) 证券时报·2025-06-24 00:21

Core Viewpoint - Tesla's launch of the Robotaxi service in Austin, Texas marks a significant step towards the commercialization of autonomous driving, despite facing numerous challenges and regulatory hurdles [1][2][3]. Regulatory Challenges - The rollout of Robotaxi services is complicated by legislative requirements, with Texas mandating that autonomous vehicles must obtain a license to operate starting September 1, 2025, leading to increased operational costs and compliance pressures for Tesla [2][3]. - In China, similar regulatory measures are being implemented, with the Ministry of Industry and Information Technology emphasizing the need for thorough testing and clear communication regarding the capabilities of autonomous driving systems [2]. Operational Difficulties - The initial deployment of Tesla's Robotaxi involves only about 10 vehicles, which are limited to specific invited users and require the presence of safety personnel, significantly increasing operational costs [4]. - The service charges a fixed fee of $4.2, but is restricted to certain areas, limiting its accessibility and indicating that the path to true commercialization remains challenging [4].