多年合作瓦解! 优步(UBER.US)清仓Serve Robotics(SERV.US)全部股份，配送机器人部署现分歧

智通财经08-12

智通财经APP获悉，优步科技(UBER.US)已清仓其长期合作伙伴Serve Robotics Inc.(SERV.US)的全部股份，双方在送货机器人部署方式上产生严重分歧，这一进展令优步推进平台自动驾驶服务的整体战略再遭挫折。Serve Robotics生产那些拥有“小鹿眼”造型、四四方方的四轮机器人，它们穿梭于洛杉矶、迈阿密和芝加哥等城市的人行道。自2020年被网约车巨头优步收购的配送应用...

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UBER (UBER.US) Clears Full Stake in Serve Robotics (SERV.US), Delivery Robot Deployment Split","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"UBRL":0.6,"IYT":0.6,"KOMP":1.5,"UBER":1.5,"WNDR":0.6,"ROBO":1.5,"TPOR":0.6,"FDRV":0.6,"SERV":1.5,"UBEW":0.6,"PBOT":1.5,"BOTZ":1.5},"content_text":"智通财经APP获悉，优步科技(UBER.US)已清仓其长期合作伙伴Serve Robotics Inc.(SERV.US)的全部股份，双方在送货机器人部署方式上产生严重分歧，这一进展令优步推进平台自动驾驶服务的整体战略再遭挫折。Serve Robotics生产那些拥有“小鹿眼”造型、四四方方的四轮机器人，它们穿梭于洛杉矶、迈阿密和芝加哥等城市的人行道。自2020年被网约车巨头优步收购的配送应用Postmates分拆独立以来，Serve一直将优步视为重要投资者。至少从2025年初起，优步便持续减持Serve股份，同时加大对其他符合其长期布局方向的公司投资，包括机器人出租车领域。优步在上周五的一份监管申报文件中披露，已在第二季度彻底清仓所持Serve股份，恰在同一季度，优步一名高管辞去了Serve董事会职务。当时Serve表示，该辞任并非源于与公司存在任何分歧。这一动向凸显出，优步试图将自身打造为聚合自动驾驶汽车及机器人的网约车与配送平台，所面临的挑战正日益严峻。与合作伙伴协作，需要在客户关系归属和用户体验责任归属等方面进行微妙谈判，此类磨合往往需要数年时间才能理顺。上月，优步宣布其与机器人出租车供应商Waymo的独家合作安排将于2028年初终止，因这家Alphabet Inc.旗下的公司希望借助自有打车应用在更多市场直接提供出行服务。优步主张采取合作模式而非自研自动驾驶汽车，其理由是与开发机器人出租车、人行道机器人、无人机及充电桩等基础设施的公司合作(并在多数情况下进行投资)将更为高效。然而，这一新兴技术的商业化尚未有成熟的盈利模式。优步表示，在未来几年拓展这些新服务的过程中，愿意承担一定程度的亏损。优步披露清仓Serve股份的前一日，Serve首席执行官Ali Kashani在业绩电话会上向投资者表示，公司不打算在2027年初协议到期后续签与优步的合作协议。通过优步平台完成的季度交付量自2022年双方开启多城市合作以来首次出现下滑，这促使Serve将全年营收展望大幅下调逾一半。Kashani在电话会上表示：“自第二季度出现这一趋势以来，我们与优步进行了广泛讨论，最终明确的是，双方在扩展共享自动驾驶车队的运营模式上确实存在根本分歧。”他补充称，分歧涉及车队协调和商家整合等多个领域。他指出，Serve与包括优步竞争对手DoorDash Inc.在内的其他合作伙伴的合作经验“表明，在整合和运营模式上达成一致，确实能从相同的底层技术和车队中产生更好的效果”。Kashani上周还告诉投资者，公司决定终止与优步关系的决定是“近期”才做出的。优步发言人拒绝就公司是否续签与Serve的合作关系置评。私下里，优步和Serve相互指责对方存在运营问题。据知情人士透露，优步在第二季度向Serve提供的订单数量较第一季度有所减少。其中一位人士表示，由于订单量偏低，Serve无法从经济性上支撑进一步扩张车队规模。公司文件显示，在此期间，Serve的每日活跃机器人数量首次出现下滑，从上季度的812台降至792台，其机器人处于待命接受订单并执行配送状态的工时环比减少4.7%。其中一位知情人士称，优步对Serve今年拓展新市场时的运营表现和可靠性表达担忧，这影响了Serve能够接收的订单量及实际完成订单数。有一次，一台Serve机器人撞上了芝加哥的一个公交站台，引发广泛传播的负面新闻。该知情人士还表示，若无法在客户预期的送达时间内完成配送，Serve会拒绝接单。Serve会与优步共享机器人的预计到达时间(ETA)，但优步在向客户显示时历来不够准确，导致机器人完成订单的时间窗口不足。优步在清仓Serve后，仍拥有其他四家机器人供应商：Sam Altman支持的Coco Robotics、Nebius Group NV支持的Avride、Starship Technologies Inc.和Cartken。优步发言人表示，公司仍致力于与包括无人机制造商Flytrex在内的合作伙伴共同提供自动驾驶配送服务。优步已于去年5月终止了与Waymo在菲尼克斯的配送试点项目，并称：“我们将继续与越来越多的合作伙伴紧密合作，为客户提供他们所期望的便捷性和可靠性。”Serve自身方面，今年早些时候通过收购Diligent Robotics Inc.开始将业务从人行道配送拓展至其他领域，后者开发用于协助医院工作人员的室内机器人。Kashani在上周的业绩电话会上告诉投资者，他重视与优步的合作关系，Serve仍“与优步保持接触”，并“乐于寻找继续合作的道路”。不过，他最终表示：“我们需要将资源集中在我们认为最有可能实现高利用率和运营杠杆的领域。”","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":false,"editions":null,"column":"","sentiment":"0","news_tag":"shareholding","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"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; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"isLaohu8Offline":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.50.1","shortVersion":"4.50.1","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2658570947","isCrawlerRequest":true}