汽车行业:政策产业共振 “ROBOX”迎来新成长

华泰证券股份有...
03 Jun

政策与产业共振下,Robo X(以Robotaxi 和Robovan 为代表的无人载具)商业化落地加速,多重催化下资本市场关注度显著提升,如特斯拉计划6 月推出Robotaxi 服务,头部企业运营数据持续验证商业模式可行性,以及中国方案全球输出的潜力。故我们重新审视Robo X 产业。①Robotaxi:25Q1小马智行/文远知行/萝卜快跑等车队规模持续扩大,订单量快速增长并积极拓展海外运营。②...

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