汽车与零部件行业研究：AI+汽车智能化系列之十

东吴证券2025-04-23

看好Robotaxi商业化落地拐点已至:政策破局×技术突破×成本拐点。市场潜力:2030年Robotaxi市场规模规模剑指2000亿,Robotaxi占B端共享出行比例有望提升至36%左右。政策加速:一线城市先行示范北京/深圳/武汉已开放无人收费运营,政策端Robotaxi支持政策陆续出台,2025年北京条例落地加速3000平方公里示范区建设,头部企业牌照获取进度领先(小马/文远/萝卜覆盖超一线...

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