67页深度 | 智能驾驶行业专题：Robo-X的产业趋势、市场空间和产业链拆解【国信汽车】

Industry Insights - The Robo-X initiative is expected to reach a milestone in 2026, driven by supportive policies, technological advancements, and cost reductions in L4 autonomous driving [3][4] - The global L4 market is projected to exceed trillions by 2030, with the domestic Robotaxi market estimated at 236 billion yuan annually, and Robovan and Robotruck markets also showing significant potential [4][12] - The competitive landscape includes key players such as Pony.ai and WeRide in the Robotaxi sector, with various companies emerging in Robovan, Robotruck, Robobus, and Robosweeper markets [4] Company Analysis - Pony.ai reported a 72% year-on-year revenue growth in Q3, with ongoing progress in the commercialization of Robotaxi services [1][2] - WeRide achieved a remarkable 144% year-on-year revenue growth in Q3, indicating accelerated commercialization of its L4 products [2][1] Policy Developments - Global policies are increasingly supportive of autonomous driving, with countries like the UAE and Singapore implementing frameworks to facilitate the testing and deployment of autonomous vehicles [12][14] - In China, the Ministry of Industry and Information Technology has initiated pilot programs for smart connected vehicles, involving major automotive companies [14][15] Investment Trends - In 2025, the L4 sector is expected to attract significant investment, with over 49 financing events reported, totaling nearly 21.8 billion yuan in funding [16]