共享单车入局自动驾驶！新风口要来了？要抢谁的饭碗？

Core Viewpoint - Tesla's robotaxi service has officially launched in the U.S., marking a significant step towards achieving full autonomy in driving [1][6][7]. Group 1: Tesla's Robotaxi Launch - Tesla's robotaxi service began operations with several Model Y vehicles offering rides at a fare of $4.2 per trip [1]. - On June 28, Tesla showcased its technology by delivering a Model Y to a user autonomously from its Texas factory, achieving a 30-minute delivery time [3]. - The launch of robotaxi services indicates that Tesla is closer to its goal of fully autonomous driving [6]. Group 2: New Entrant - Zhaofu Technology - Zhaofu Technology, established on June 23, coincided with Tesla's robotaxi launch, indicating a new player entering the market [12][13]. - The company is backed by major stakeholders including Ant Group, Hello, and CATL, with a total initial investment exceeding 3 billion RMB [17]. - Zhaofu Technology aims to focus on L4 autonomous driving technology and its commercial application [15][16]. Group 3: Hello's Expansion into Robotaxi - Hello, known for its bike-sharing services, is expanding into the robotaxi sector through Zhaofu Technology [16][25]. - The company has diversified its offerings over the years, including various transportation services and is now integrating robotaxi into its business model [20][22]. - Hello's entry into the robotaxi market is seen as a strategic move to seek new growth opportunities amid previous financial losses [56][57]. Group 4: Market Dynamics and Competition - The robotaxi market is expected to grow significantly, with estimates suggesting it could reach trillions in scale, prompting companies like Hello to invest heavily [65]. - The competitive landscape includes established players like Didi and Uber, all vying for a share of the emerging robotaxi market [55][56]. - Recent developments indicate a sense of urgency among traditional ride-hailing platforms to adapt to the advancements in autonomous driving technology [68][69].