高盛：自動駕駛出租車商業化推進車隊規模有望擴大

智通財經

07-31

智通財經APP獲悉，高盛發佈研報稱，對自動駕駛出租車商業化服務區域的擴大持積極態度，在上海，獲得許可證的自動駕駛出租車運營商可在指定區域向公衆提供完全無人駕駛的自動駕駛出租車服務並收取費用。這將支持自動駕駛出租車行業的發展，同時技術不斷進步、大規模部署帶來的物料清單(BOM)成本下降以及自動駕駛出租車運營商、汽車原始設備製造商(OEM)和資產所有者之間生態系統的拓展也將起到推動作用。

高盛指，在 2025 年 7 月舉辦的世界人工智能大會(WAIC)期間，上海向小馬智行(PONY.US)、百度集團-SW(09888)、文遠知行(WRD.US)、錦江出租車、大衆交通(600611.SH)和上汽集團(600104.SH)等公司頒發了智能網聯汽車示範運營許可證。

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