ROBOTAXI系列报告三:汽车行业专题报告:中美两强竞争 全球商业化共振

国海证券
Mar 06

本篇报告解决了以下核心问题:1、2025年至今Robotaxi发生了怎样的变化?2、如何比较中美在Robotaxi上的布局及竞争?3、2026年Robotaxi赛道有哪些新“玩家”及投资机会展望。美国市场:L4在部分城市已进入产业化,Waymo+特斯拉为核心“玩家”。2025年美国头部Robotaxi“玩家”Waymo迈入商业化奇点,车队保有量+单车日均订单+开城数量三重提升,并在旧金山打车份额...

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