金吾财讯 | 现代汽车正将自动驾驶出租车运营商视作其电动汽车业务的全新重要需求来源，计划为Alphabet旗下Waymo生产数万台Ioniq5自动驾驶出租车。现代汽车首席执行官何塞·穆尼奥斯在加州圣何塞的一场活动上披露上述生产目标。现代与Waymo早在2024年就宣布达成合作，但此前并未对外公布具体的车辆采购规模。这批自动驾驶出租车将在佐治亚州萨凡纳附近的现代生产基地制造，继前期测试项目之后，预计第四季度开启商业化交付。对于投资者而言，在消费端电动车销量不及行业此前预期的背景下，自动驾驶出租车相关订单有助于现代维持美国工厂的高效运转。相比零售市场需求，大型车队订单的出货量具备更强可预测性，不过该业务的发展前景，仍取决于Waymo及其他自动驾驶企业能否按计划拓展相关服务。
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