中信建投:矿区自动驾驶行业有望进入S型加速阶段

格隆汇
Aug 18
中信建投证券研报认为,矿区自动驾驶区别于Robotaxi,封闭场景、刚性用工需求与明确的降本增效价值使其商业化路径更清晰,行业在渗透率突破10%后有望进入S型加速阶段。国内近10万台矿卡存量提供持续改造空间,大型煤矿车队扩容、金属矿项目复制及中小矿山下沉将支撑国内市场增长;海外澳大利亚等高人工成本市场单车服务价值显著高于国内,有望打开第二增长曲线。

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