每经记者｜刘曦 每经编辑｜裴健如 一辆车身印有"北京市高级别自动驾驶示范区"的汽车，平稳地停靠在北京南站立体停车楼前，乘客拎着行李从容上车，车辆随即汇入繁 忙的车流……这不再是科幻电影中的场景，而是2025年北京市民的日常出行体验。 国庆长假第七天，返程高峰如期而至。针对火车站周边打车难、约车慢的"老毛病"，今年3月正式开通的北京南站往返亦庄的Robotaxi （自动驾驶出租车）服务，为用户提供了新选择。这些由AI驾驶的车辆，能否成为返程大潮中的高效接驳利器？在10月7日上午的返程高 峰时段，《每日经济新闻》记者进行了实地体验。 本次记者体验的是小马智行的Robotaxi服务。在手机商店搜索"小马智行"App下载登录后，选择从北京南站出发，系统自动定位在"北京 南站立体停车场"，目的地选择在北京亦庄区的三羊里-西北1门，预约10月7日上午10点出行，预估价格52.1元。在乘车须知里可以看到， 三座SUV或者其他车辆中，乘客需要坐在后排。 10月7日上午9点01分，记者手机接到短信推送，显示预约的车辆已经上路，可在约定时间上车出发。9点51分，在北京南站立体停车楼一 层的自动驾驶接驳点，记者预约的一辆白色丰田赛 ...

Core Viewpoint - Hello's strategic shift towards Robotaxi is a response to the declining profitability of the bike-sharing industry, aiming to establish a new growth trajectory [1][5] Group 1: Robotaxi Development - Hello announced its first self-developed Robotaxi model "HR1," which features advanced technology including 8 LiDARs and 14 high-resolution cameras, with a core computing power exceeding 2000 Tops [2] - The company plans to achieve mass production of the HR1 by 2026, targeting over 10 cities and a fleet size of approximately 10,000 vehicles, with a global deployment of over 50,000 Robotaxi vehicles by 2027 [2][3] - A strategic partnership with Horizon has been established to develop low-cost, high-safety intelligent driving technology, focusing on L4 autonomous driving solutions [6][7] Group 2: Market Potential and Competition - The Robotaxi market in China is projected to reach $183 billion by the late 2030s, with an estimated 4 million autonomous taxis expected to operate nationwide [3][4] - The competitive landscape is intensifying, with companies like Didi, Baidu's Apollo, and Pony.ai accelerating their Robotaxi deployments, creating a challenging environment for new entrants like Hello [8][9] - Hello's current model is criticized for being more of a "system integration" approach rather than a fully autonomous development, relying on partnerships for funding and technology [4] Group 3: Strategic Partnerships and User Experience - The collaboration with Horizon aims to integrate their technological strengths to enhance the operational efficiency and user experience of Robotaxi services [6][7] - Both companies will explore various operational models and user experiences to cater to diverse customer needs, leveraging Hello's experience in shared mobility [7]

Core Viewpoint - The article discusses the growing interest and skepticism surrounding the Robotaxi industry, highlighting significant investments and contrasting opinions on the sector's future potential and challenges [3][4]. Investment Trends - Cathie Wood's ARK Fund invested approximately $12.9 million in Pony.ai, marking the first time the fund has held shares in a Chinese autonomous driving company [3]. - The report from ARK Invest predicts the global Robotaxi market could reach $10 trillion by 2030, with a fleet size of 50 million vehicles and an industry valuation of $34 trillion [3]. Market Challenges - Recent reports from short-sellers have raised concerns about the operational challenges faced by Robotaxi companies, including long wait times and limited vehicle availability [4][6]. - Specific criticisms include Tesla's initial Robotaxi fleet size of only about 10 vehicles and the operational hurdles related to local regulations and infrastructure [6][9]. Company Performance - In Q2, Pony.ai reported total revenue of 154 million yuan, with a net loss of approximately 38.2 million yuan, while its Robotaxi business revenue grew by 157.8% [9]. - WeRide's Q2 revenue was 127 million yuan, a 60.8% year-on-year increase, with a net loss of 30.1 million yuan, and its Robotaxi revenue surged by 836.7% [9]. Operational Efficiency - Companies are focusing on expanding their Robotaxi fleets and reducing wait times as key objectives [7][8]. - For instance, Pony.ai plans to expand its fleet to 1,000 vehicles by the end of 2025, while Baidu's Apollo has deployed over 1,000 autonomous vehicles across 15 cities [8][9]. Cost Reduction - The decline in soft and hardware costs is a significant factor driving industry growth, with companies reporting reductions in system costs by up to 70% [10]. - For example, WeRide's new platform has achieved a 50% reduction in costs, while Pony.ai's latest models have seen a 70% decrease in total costs [10]. Future Outlook - Analysts predict that the Robotaxi business will begin to see profitability around 2025 for some companies, while others, like Pony.ai, estimate breakeven by 2028 [10][11]. - The industry is expected to undergo significant changes, with traditional ride-hailing platforms potentially shifting to a light-asset model, integrating third-party autonomous fleets [11][12].

2025.08.15 本文字数：2461，阅读时长大约4分钟 作者 |第一财经 葛慧 武子晔 黄琳 近日，"木头姐"的建仓与知名机构的做空，将Robotaxi（自动驾驶出租车）再次拉到聚光灯下。这一有 关未来出行的"新生物种"不仅受到全球资本的关注，也逐渐走进大众的视野。 那么，Robotaxi究竟够不够智能，够不够安全，够不够方便？近日，第一财经记者带着这些问题，在北 上广三地分别实测文远知行、小马智行、萝卜快跑Robotaxi服务。 上海小马智行：行驶较平稳，i人友好 在上海，第一财经记者在靠近2号线"上海科技馆站"的锦绣路世纪大道公交站上车点体验小马智行 Robotaxi服务，终点站则选择了黄杨路地铁站。 发出呼叫后，小程序会显示排队情况。尽管排在第1位（共1位），还是等待了两分钟以后才有车辆接 单。 乘客在上车后，需要完成安全提示的两项内容来启动车辆，一是验证手机号码，二是系好安全带。屏幕 还会有语音和画面提示，"如果遇到紧急情况不要紧张，可以拨打紧急联系号码来和后台联系"。 整个驾驶过程相对平稳，车辆要变道时会提前打转向灯变道，并提示下一步是转弯或者是掉头。乘客可 以通过屏幕实时掌握周围的车辆情况、 ...

够不够智能，够不够安全，够不够方便？ 近日，"木头姐"的建仓与知名机构的做空，将Robotaxi（自动驾驶出租车）再次拉到聚光灯下。这一有 关未来出行的"新生物种"不仅受到全球资本的关注，也逐渐走进大众的视野。 那么，Robotaxi究竟够不够智能，够不够安全，够不够方便？近日，第一财经记者带着这些问题，在北 上广三地分别实测文远知行、小马智行、萝卜快跑Robotaxi服务。 上海小马智行：行驶较平稳，i人友好 在上海，第一财经记者在靠近2号线"上海科技馆站"的锦绣路世纪大道公交站上车点体验小马智行 Robotaxi服务，终点站则选择了黄杨路地铁站。 发出呼叫后，小程序会显示排队情况。尽管排在第1位（共1位），还是等待了两分钟以后才有车辆接 单。 五分钟后，一辆雷克萨斯品牌的Robotaxi就停在了指定的地点。车身有"无人驾驶测试"字样，以及小马 智行和锦江出租的明显标识，车牌号码为"沪AXXXX试"。乘客需要通过小程序来解锁后，才能拉开车 门上车。 目前的Robotaxi是没有配备人类安全员的，副驾驶是一个巨大的公仔，乘客只能坐在后排。主驾和副驾 的枕后均配有一块屏幕，供后排乘客使用。 乘客在上车后，需要完 ...

自动驾驶出租车（Robotaxi）——这个曾经只存在于科幻电影中的概念，正以前所未有的速度驶入中国的城市街道。 据追风交易台消息，瑞银（UBS）在最新发布的报告中明确指出，中国Robotaxi行业正处于大规模商业化部署的前夜，一个价值数千亿美元的庞大市场即 将被激活。随着技术成熟、成本下降和法规放开，行业即将迎来一个重要的里程碑。 一个近4000亿美元的庞大市场正在开启 瑞银在报告中描绘了一幅宏伟的蓝图。报告预测，到本世纪30年代后期，中国Robotaxi服务市场的潜在规模（TAM）将达到1830亿美元，届时全国将有约 400万辆Robotaxi投入运营。 放眼全球，前景更为广阔。如果将除美国以外的海外市场计算在内，这一市场的潜在规模将跃升至3940亿美元，运营车辆总数将达到600万辆（中国市场 以外为200万辆）。 瑞银认为，这一增长路径将分阶段实现。在2030年代初，仅中国一线城市（北京、上海、广州、深圳）就有望部署30万辆Robotaxi。这一判断基于对纽约 曼哈顿数据的模拟分析：一个面积60平方公里的曼哈顿需要4500辆Robotaxi覆盖，而中国四大一线城市的核心城区面积超过3000平方公里，需求潜 ...

此次最新价格调整伴随Robotaxi应用程序v25.7.10版本更新同步实施，新引入的"动态定价"模式根据行程长度计算费用，短途行程收费更低，长途行程收费 相应提高。该版本更新还包含了漏洞修复及应用程序的多项微小优化，以提升用户体验。 据测算，当前在特斯拉Robotaxi地理围栏覆盖范围内，从一端到另一端的行程距离约11英里（约合17.7公里），费用约为13.70美元（按当前汇率约合98.4元 人民币）。对比显示，通过优步走相同路线，费用则超过16美元。 【环球网科技综合报道】7月31日消息，特斯拉在奥斯汀运营的Robotaxi无人驾驶出租车近日迎来定价策略调整，此次为该服务上线以来的第二次调价，计 费方式由固定费用改为按行驶里程动态计费，且价格较优步（Uber）同类服务更具优势。 据了解，今年6月底特斯拉Robotaxi在奥斯汀上线时，采用固定定价模式，每趟行程收费4.20美元，不受行程距离和乘车时间影响。随后，特斯拉扩大了 Robotaxi的地理围栏覆盖范围，同时将单趟行程费用调整至6.90美元。 特斯拉CEO马斯克在上周的财报电话会议中表示，公司计划未来几周内将Robotaxi服务扩展至加利福尼亚州，同 ...

Group 1 - Goldman Sachs expresses a positive outlook on the expansion of commercial autonomous taxi services in Shanghai, where licensed operators can provide fully driverless taxi services to the public in designated areas and charge fees [1] - The development of the autonomous taxi industry will be supported by continuous technological advancements, decreasing material costs due to large-scale deployment, and the expansion of the ecosystem among operators, original equipment manufacturers (OEMs), and asset owners [1] - During the World Artificial Intelligence Conference (WAIC) held in July 2025, Shanghai issued demonstration operation licenses for intelligent connected vehicles to companies such as Pony.ai, Baidu Group, WeRide, Jinjiang Taxi, Dazhong Transportation, and SAIC Motor [1]

Group 1 - Tesla has implemented a new pricing strategy for its Robotaxi service in Austin, marking the second modification to its fare structure since the service launched [1][3] - Initially, the fare for a Robotaxi ride was fixed at $4.20, regardless of distance or time, but it was later increased to $6.90 after expanding the service area [3] - The latest update introduces a "dynamic pricing" model, where fares will vary based on the length of the trip, with shorter rides costing less and longer rides costing more [3] Group 2 - The estimated fare for a trip from one end of the Robotaxi service area to the other is approximately $13.70 for a distance of about 11 miles, which is cheaper than Uber's fare of over $16 for the same route [5] - Elon Musk announced plans to expand the Robotaxi service to California in the coming weeks and to further increase the service area in Austin within a week [13]

中国Robotaxi（自动驾驶出租车）行业正迎来关键拐点。 据追风交易台消息，巴克莱分析师Jiong Shao及其团队在28日发布的报告中表示，目前全国约有2000辆Robotaxi投入运营，随着道路覆盖率的提升和运营 商车队规模的扩张，预计Robotaxi行业将在未来五年迎来加速增长期，预计到2030年将实现30-50万辆的规模部署，渗透率为5-10%。 报告强调，目前，中国Robotaxi的单车制造成本已降至3.5-4万美元，与特斯拉Cybercab的目标成本基本一致。得益于激光雷达成本的大幅下降和整车制造 成本的显著优化，Robotaxi行业的领军企业已接近单车运营层面的盈亏平衡。 报告预计，到2030年，预计整车制造成本还将进一步下降30%以上，单车运营成本有望再降60%。 市场渗透率将实现跳跃式增长 报告显示，中国网约车市场拥有超过5亿用户，年订单量约160亿次，年增长率约10%。整体按需出行市场中，网约车与出租车各占50%份额。 而Robotaxi主要竞争的是一二线城市的按需出行市场，涉及450-500万辆车的总体市场规模。 目前，Robotaxi在总体可及市场中的渗透率仅为0.05%，即使在被视 ...