谁是Uber最重要的自动驾驶盟友？

九派新闻2025-12-29

曾经作为抢滩Robotaxi急先锋，放弃自研的打车公司们陆续以平台的角色参与到这场未来的交通变革中。Uber、Lyft等国际知名打车平台均曾组建团队重注研究自动驾驶，不过，两者分别在2020年、2021年出售了自家的自动驾驶团队，放弃了与Robotaxi车队巨头们的正面竞争。市占率排第二位的滴滴，目前仍在坚持自研自动驾驶技术，滴滴自动驾驶CEO张博称，滴滴Robotaxi已经在准备量产。Uber的...

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(HKD) INC","BK4548":"巴美列捷福持仓","LU2462157665.USD":"ALLIANZ GLOBAL INCOME \"A\" (USD) INC","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","LU0964807845.USD":"ALLIANZ INCOME & GROWTH \"A\" (USD) INC","SG9999015978.USD":"利安颠覆性创新基金A","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H"},"translate_title":"Who is Uber's most important self-driving ally?","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"TSYW.SI":0.6,"UBER":1.96},"content_text":"曾经作为抢滩Robotaxi急先锋，放弃自研的打车公司们陆续以平台的角色参与到这场未来的交通变革中。Uber、Lyft等国际知名打车平台均曾组建团队重注研究自动驾驶，不过，两者分别在2020年、2021年出售了自家的自动驾驶团队，放弃了与Robotaxi车队巨头们的正面竞争。市占率排第二位的滴滴，目前仍在坚持自研自动驾驶技术，滴滴自动驾驶CEO张博称，滴滴Robotaxi已经在准备量产。Uber的自动驾驶合作伙伴。图源|企业官网“Uber放弃自研，是我们成为盟友接入车队的基础，而滴滴目前仍是潜在对手。”一位Robotaxi企业人士向九派财经表示。没有了竞对的身份，Uber和Lyft重新以平台的方式，开始占据Robotaxi市场的入口——Uber宣布，将为其投入数亿美元资金，支持未来6年超过2万台无人车的落地。几乎所有的自动驾驶公司开始将车队接入Uber。Lyft也有引进Robotaxi车队的计划。“自动驾驶企业在Uber平台上的利用率显著高于他们自己的渠道。”Uber的CEO达拉·科斯罗萨西公开表示。在Uber的朋友圈中，几乎可以看到市面上所有Robotaxi公司的身影，其中既有Waymo、May Mobility、Momenta等国外巨头，也有萝卜快跑、小马智行和文远知行等中国的企业。Uber的优势在于，其覆盖了70多个国家和地区，其中在美国网约车市场占据主导地位，市场份额高达76%。对于Robotaxi企业而言，接入Uber能在短时间为他们在新的市场获取客流。特别是Robotaxi企业想进入非本地市场时，依靠在当地有高度市占率的打车平台，可以更快速获取市场——百度的萝卜快跑最近步入英国市场同时选择了与Uber、Lyft两家打车平台合作。Uber与Robotaxi企业的合作大致可以分为两类：一是共同运营车队，二是出资入股。Uber与自动驾驶企业的合作内容。公开信息显示，与Uber展开合作的Robotaxi企业有Waymo、May Mobility、大众汽车、Momenta、小马智行、文远知行等10余家企业。对于自带流量光环的特斯拉Robotaxi，Uber管理层曾主动争取引入。达拉·科斯罗萨西此前在迈阿密举行的未来投资倡议研究所会议上透露，其曾与特斯拉谈过相关意向，但埃隆·马斯克向其表示，并不打算将特斯拉在奥斯汀运营的Robotaxi接入Uber平台。全球来看，Waymo与Uber的合作城市数量最多，合作内容也最为紧密。从2023年起，Uber开始独占运营Waymo部署的捷豹纯电Robotaxi车队。目前，Waymo负责自动驾驶技术、测试、路边救援与安全管控；Uber 提供平台调度、用户入口与客服。 Uber成为Waymo在奥斯汀和亚特兰大两大城市的唯一叫车渠道。甚至，Uber还投资了一家名为AVOMO的车队服务公司，主要负责与Waymo合作的Robotaxi车队的日常运维工作，包括车辆清洁、充电、维护等后勤保障。而在与中国企业的合作中，Uber与文远知行的合作是最为紧密的——Uber承诺在现有投资基础上，向文远知行追加1亿美元股权投资，于2025年底完成交割。同时，双方计划了在未来5年，在欧洲、中东等15座城市运营车队规模数万辆的“宏伟目标”。文远知行在阿布扎比的车队。图源|企业官网在股权投资中，Uber还入股了一家Robotaxi公司Wayve和一家Robotruck企业AUrora。AUrora的股权是由Uber将旗下烧钱最多的自动驾驶部门Advanced Technologies Group（ATG）置换给初创公司Aurora，并再向Aurora注资4亿美元获得，属于战略绑定。在中国的Robotaxi企业中，与Uber建立合作的萝卜快跑、小马智行和文远知行均是已有成熟的商业化车队的企业。2025年以来，萝卜快跑右舵车型在香港开始测试，迪拜、伦敦等地开始落地运营；小马智行落子迪拜、新加坡和韩国首尔；文远知行在阿布扎比车队一年翻三倍，先后拿下阿联酋、沙特牌照，Robobus也进入了欧洲市场。在上述三家企业的出海地图中，中东、东南亚、欧洲均是Uber市占率较高的地区。九派财经记者 舒家奎编辑 万珮【来源：九派新闻】声明：此文版权归原作者所有，若有来源错误或者侵犯您的合法权益，您可通过邮箱与我们取得联系，我们将及时进行处理。邮箱地址：jpbl@jp.jiupainews.com","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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