Lates News

The research report from Citic Securities points out that Level 4 autonomous driving is showing positive changes in multiple scenarios: 1) Robotaxi: Benefiting from the expansion of operating areas and the deployment of vehicles, the order volume of the leading companies' Robotaxi has increased to 250,000 orders in early May this year (+400% year-on-year), accelerating commercialization. Tesla plans to start Robotaxi operations in Austin in June this year, potentially leading the industry in technological innovation. 2) Robovan: Leading companies in the delivery industry are realizing cost reduction and efficiency improvement capabilities, accelerating order acquisition and product delivery. 3) Robotruck: In the clearly defined landing scenario of autonomous driving with the highest demand for unmanned operation, the efficiency of automated driving operations is gradually approaching that of human operations, driving product applications. We believe that under the above trends, various links in the industrial chain are expected to accelerate technological research and development and product deployment, and the automotive intelligent industry chain is likely to benefit from this.