Robotaxi上海调研

Core Viewpoint - The article discusses the recent developments in the Robotaxi industry in Shanghai, including the issuance of operational licenses, partnerships among companies, and the financial models for profitability. License Issuance - On the 26th, Shanghai issued operational licenses for Robotaxi platforms to five companies, allowing them to charge for services. Other algorithm providers like Xiaoma received demonstration application licenses, which do not permit charging. Currently, only Saike Intelligent holds a license for high-speed roads, which is also non-chargeable [2]. Collaboration Situation - Partnerships have formed between various companies: Jinjiang with Xiaoma, Volkswagen with Luobo, and others like Johnson, Xiangdao, and Yunnan Journey with Saike Intelligent. Different technical routes are being pursued, including high-precision maps by Luobo, Xiaoma, and Waymo; no maps by Momenta; and end-to-end solutions by Tesla [3]. Licensing Requirements - Each new vehicle model must meet specific safety driving mileage requirements to obtain the next level of license, transitioning from trial to operational status. Once a vehicle model receives a license, other vehicles of the same model can be granted the same level of license directly [4][5]. Profitability Model - Revenue is generated with a customer price of 30 yuan, leading to a daily income of 600 yuan based on 24-hour operations. The cost structure includes a vehicle price of 240,000 yuan, depreciation over five years, a safety officer's salary of 7,000 yuan per month, and operational costs totaling 310 yuan per day. With 2,000 vehicles, the daily profit approaches 600,000 yuan, covering R&D, administrative, and network costs [6].