人民财讯11月24日电，11月24日，自动驾驶企业小马智行与出行服务平台阳光出行宣布达成战略合作， 双方将围绕自动驾驶出行开展全方位深度合作，共同打造规模化自动驾驶车队，推动自动驾驶出行服务 在国内一线城市落地。根据协议，双方将基于小马智行第七代量产自动驾驶车型组建自动驾驶车队，首 批车队将于今年落地。同时，双方还将在北京、广州、深圳、上海等城市扩大运营接入合作，拓展自动 驾驶服务范围，覆盖包括市中心、机场、火车站在内的多个高价值出行场景。 ...

Core Insights - WeRide has officially launched the trial operation of its Robotaxi GXR and Robobus in Ras Al Khaimah, UAE, marking its first deployment in the region and integration into the local public transport system [1][15] Group 1: Partnership and Collaboration - WeRide is the sole partner selected for the smart transportation strategy in Ras Al Khaimah, paving the way for larger-scale commercialization of its autonomous driving products in the UAE [1] - A memorandum of understanding (MoU) was signed between WeRide and Ras Al Khaimah Transport Authority (RAKTA) to provide advanced autonomous driving technology solutions, operational support, and training [10][12] Group 2: Operational Details - The trial operation includes the deployment of WeRide's Robobus on Al Marjan Island, connecting key hotels and tourist attractions with a total of 9 stops [6][15] - The commercial operation of both products is expected to officially start in early 2026, initially with safety personnel in the vehicles, transitioning to fully autonomous operation as per UAE regulations [7] Group 3: Government and Regulatory Support - The launch is a significant milestone in RAKTA's 2030 Integrated Mobility Plan, which aims to integrate various transportation modes into the existing network while promoting urban sustainability [10] - RAKTA is developing a regulatory framework for the autonomous driving industry in line with international best practices, supported by WeRide's expertise [10][15]

Core Insights - WeRide has launched its Robotaxi GXR fleet on Uber's new "Autonomous" category in Abu Dhabi, marking Uber's first global rollout of an autonomous driving option [1] - WeRide is the only Robotaxi company operating publicly in markets outside the US and China in partnership with Uber [1] Group 1: Service Launch and Operations - The Robotaxi service in Abu Dhabi covers areas including Yas Island, Saadiyat Island, Al Reem Island, and Al Maryah Island, as well as routes to Zayed International Airport [2] - Since the launch of the "Autonomous" category, total weekly orders have increased by approximately 20% [2] - WeRide began public operations in Abu Dhabi in 2021 and signed a strategic partnership with Uber in September 2024, with the fleet going live on the Uber platform in December 2024 [3] Group 2: Future Expansion Plans - WeRide is accelerating its expansion in the Middle East, having partnered with Uber and the Dubai Roads and Transport Authority (RTA) to obtain a Robotaxi trial operation license, aiming for fully autonomous operations by 2026 [5] - In July 2025, WeRide received the first autonomous driving license in Saudi Arabia, initiating a pilot project covering King Khalid International Airport and key areas in Riyadh [5] - The company plans to expand its autonomous vehicle fleet in the Middle East to between 500 and 1,000 units, with a goal of deploying tens of thousands of Robotaxis by 2030 [5]

Core Viewpoint - Waymo, a subsidiary of Alphabet, is transitioning from a pilot project to a regional scale operation in the Robotaxi market, with significant growth in order volume and operational metrics, despite ongoing financial losses [3][11]. Group 1: Order Growth and Operational Metrics - Waymo's order volume has doubled over the past year, with total mileage exceeding 100 million miles, and plans to expand to more cities and increase fleet size in the coming year [3][4]. - By the end of 2024, Waymo's total order volume surpassed 4 million, with weekly orders stabilizing at 150,000, indicating a tenfold increase within a year [4][5]. - As of May 2025, Waymo announced it had completed over 10 million orders, with projections suggesting it could reach 11 million by June 2025 [5][6]. Group 2: Fleet Expansion and Coverage - Waymo currently operates over 1,500 vehicles across four major cities, with plans to increase this number to 3,500 by 2026 [10][11]. - The service area of these cities covers approximately 496 square miles (about 1,285 square kilometers), allowing for a vehicle density that enhances response times and service availability [10][11]. Group 3: Financial Performance and Profitability Analysis - Waymo has not yet achieved profitability, with significant losses reported in Alphabet's "Other Bets" segment, which includes Waymo's operations [14][33]. - In Q1 2025, the "Other Bets" segment generated approximately $450 million in revenue but incurred a loss of about $1.2 billion [14][33]. - Despite the high operational costs, Waymo's estimated daily revenue per vehicle is around $644, with a gross margin close to 65%, indicating potential for profitability if operational metrics improve [31][33]. Group 4: Strategic Expansion and Market Positioning - Waymo's expansion into new cities like Atlanta, Miami, and Washington D.C. is driven by the need to capitalize on market opportunities and establish itself as a leading brand in autonomous ride-hailing [11][35]. - The company aims to leverage economies of scale to improve its revenue structure while continuing to invest heavily in research and development [34][35].

近日，"全球 Robotaxi 第一股"文远知行发布的2025年第二季度财报引发行业广泛关注。财报数据显 示，公司二季度营收达1.27亿元，同比大幅增长60.8%，展现出强劲的上升势头。其中，作为核心业务 的Robotaxi表现尤为抢眼，二季度营收达到4590万元，同比暴增836.7%，不仅创下公司成立以来单季度 新纪录，其占二季度营收比例也大幅提升至36.1%，为2021年以来单季度历史新高。 从行业前景来看，Robotaxi市场的增长空间正持续释放。随着技术迭代、政策完善与用户接受度提升， 自动驾驶出行有望在更多城市实现规模化普及。而文远知行已凭借技术积累、全球化布局与创新合作模 式占据先发优势，未来增长潜力显著。截至目前，其Robotaxi已实现超2200天安全运营，为后续拓展更 多市场积累了扎实的实战经验。 伴随Robotaxi市场的持续成熟，文远知行有望依托技术创新、市场洞察与全球化合作生态，继续领跑行 业增长。而其商业化实践中沉淀的经验，也将为全行业的进阶提供重要参考，推动自动驾驶技术真正走 进大众生活，重塑未来出行图景。 这份成绩单的背后，是文远知行在中东市场的前瞻布局与全球化合作的深度落地。自 ...