全球多个市场同步铺开！中国Robotaxi出海驶入“规模化竞速”新阶段

华夏时报网09-01 18:57

中国自动驾驶企业的海外扩张正从单点试探转向规模化落地。8月28日，小马智行与韩国自动驾驶移动出行企业FutureLink在首尔签署战略合作协议，双方将设立合资公司，把基于北汽极狐阿尔法T5打造的第七代Robotaxi引入韩国市场，首批投放200辆，目标在2028年前后实现完全无人驾驶商业运营。　　这一动作并非孤例。从年初百度萝卜快跑登陆迪拜，到文远知行阿联酋项目入选国家AI出海典型案例，再到...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohunote.com/m/news/2664354855?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2026-09-01 18:57","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2664354855","market":"hk","top_or_hot":-1,"title":"全球多个市场同步铺开！中国Robotaxi出海驶入“规模化竞速”新阶段","media":"华夏时报网","content":"<div>\n<p>中国自动驾驶企业的海外扩张正从单点试探转向规模化落地。8月28日，小马智行与韩国自动驾驶移动出行企业FutureLink在首尔签署战略合作协议，双方将设立合资公司，把基于北汽极狐阿尔法T5打造的第七代Robotaxi引入韩国市场，首批投放200辆，目标在2028年前后实现完全无人驾驶商业运营。　　这一动作并非孤例。从年初百度萝卜快跑登陆迪拜，到文远知行阿联酋项目入选国家AI出海典型案例，再到...</p>\n\n<a href=\"http://finance.eastmoney.com/a/202609013861628213.html\">网页链接</a>\n\n</div>\n","source":"stock_eastmoney","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>全球多个市场同步铺开！中国Robotaxi出海驶入“规模化竞速”新阶段</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n全球多个市场同步铺开！中国Robotaxi出海驶入“规模化竞速”新阶段\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-09-01 18:57 北京时间&nbsp;&nbsp;&nbsp;<a href=http://finance.eastmoney.com/a/202609013861628213.html><strong>华夏时报网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>中国自动驾驶企业的海外扩张正从单点试探转向规模化落地。8月28日，小马智行与韩国自动驾驶移动出行企业FutureLink在首尔签署战略合作协议，双方将设立合资公司，把基于北汽极狐阿尔法T5打造的第七代Robotaxi引入韩国市场，首批投放200辆，目标在2028年前后实现完全无人驾驶商业运营。　　这一动作并非孤例。从年初百度萝卜快跑登陆迪拜，到文远知行阿联酋项目入选国家AI出海典型案例，再到小马...</p>\n\n<a href=\"http://finance.eastmoney.com/a/202609013861628213.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK1615","symbol_name":"港股-互联网","start_time":0,"source_url":"http://finance.eastmoney.com/a/202609013861628213.html","article_id":"2664354855","we_media_id":null,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202609013861628213.html","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2664354855","pubTimestamp":1788260254,"columns":[],"sourceInfo":{"source_id":"stock_eastmoney","name":"东方财富"},"weMediaInfo":null,"summary":"中国自动驾驶企业的海外扩张正从单点试探转向规模化落地。8月28日，小马智行与韩国自动驾驶移动出行企业FutureLink在首尔签署战略合作协议，双方将设立合资公司，把基于北汽极狐阿尔法T5打造的第七代Robotaxi引入韩国市场，首批投放200辆，目标在2028年前后实现完全无人驾驶商业运营。这一动作并非孤例。","collect":0,"end_time":0,"defaultTopTitle":"eastmoney.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"89888":"百度集团-WR","BK1615":"港股-互联网","00800":"文远知行-W","LU0417516738.SGD":"Allianz Hong Kong Equity AT Acc SGD","LU0348735423.USD":"ALLIANZ HONG KONG EQUITY \"A\" (USD) INC","LU0173614495.USD":"富达中国焦点A","LU0244354667.USD":"SCHRODER ISF CHINA OPPORTUNITIES \"A\" ACC","LU1048588211.SGD":"Blackrock Asian Dragon A2 SGD-H","BK1587":"次新股","LU0072462343.USD":"贝莱德亚洲巨龙基金","BIDU":"百度","SG9999002828.SGD":"Eastspring Investments Unit Trusts - Dragon Peacock A SGD","LU0819121731.USD":"HSBC GIF MANAGED SOLUTIONS ASIA FOCUSED GROWTH \"AC\" (USD) ACC","LU1831875114.USD":"SCHRODER ISF ALL CHINA EQUITY \"A\" (USD) ACC","LU0348825331.USD":"ALLIANZ CHINA EQUITY \"A\" (USD) INC","LU0871576103.HKD":"HSBC GIF CHINESE EQUITY \"AC\" (HKD) ACC","02026":"小马智行-W","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","HK0000320223.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) ACC","LU0821914370.USD":"贝莱德亚洲成长领袖A2","LU0287142896.SGD":"Fidelity China Focus A-SGD","HK0000320264.USD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (USD) ACC","BK4023":"应用软件","BK1095":"互动媒体与服务","LU0043850808.USD":"HSBC GIF ASIA EX JAPAN EQUITY \"AD\" INC","LU0823426308.USD":"法巴中国股票基金","PONY":"小马智行","LU1328615791.USD":"FULLERTON LUX FUNDS - ALL CHINA EQUITIES \"I\" (USD) ACC","LU1115378108.SGD":"Eastspring Investments - Global Emerging Markets Dynamic AS SGD","LU0051755006.USD":"摩根大通中国A (dist)","LU1023057109.AUD":"BGF CHINA \"A2\" (AUDHDG) ACC","LU0326950275.SGD":"Schroder ISF China Opportunities A Acc SGD-H","LU1481107354.HKD":"HSBC GIF HONG KONG EQUITY \"AD\" (HKD) INC","BK1609":"ChatGPT概念","LU0417516902.SGD":"Allianz China Equity Cl AT Acc SGD","LU2476274308.USD":"ALLIANZ CHINA FUTURE TECHNOLOGIES \"AT\" (USD) ACC","LU0164865239.USD":"HSBC GIF CHINESE EQUITY \"AC\" (USD) ACC","LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) ACC","LU0762542818.HKD":"HSBC GIF MANAGED SOLUTIONS ASIA FOCUSED INCOME \"AM\" (HKD) INC","LU0228367735.SGD":"Eastspring Investments - Asian Equity Fund AS SGD","LU0823426480.USD":"法巴中国股票经典Dis","BK1575":"同股不同权","HK0000306685.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) INC","LU0164880469.USD":"HSBC GIF HONG KONG EQUITY \"AC\" ACC","BK4124":"机动车零配件与设备","SG9999014674.SGD":"Nikko AM All China Equity A SGD","LU0359202008.SGD":"Blackrock China Fund A2 SGD-H","PONX":"2倍做多PONY ETF-Tradr","SG9999002463.SGD":"LionGlobal China Growth SGD","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","HK0000306701.USD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (USD) INC","LU0543330566.HKD":"TEMPLETON BRIC \"A\" (HKD) ACC","LU0531971595.HKD":"HSBC GIF CHINESE EQUITY \"AD\" (HKD) INC","LU0831093199.SGD":"HSBC GIF MANAGED SOLUTIONS ASIA FOCUSED INCOME \"AM3\" (SGDHDG) INC","LU0052750758.USD":"富兰克林中国基金A Acc","TCHI":"iShares MSCI China Multisector Tech ETF","LU0630378692.HKD":"HSBC GIF ASIA PACIFIC EX JAPAN EQ HD \"AM2\" (HKD) INC","LU0630378429.USD":"HSBC GIF ASIA PACIFIC EX JAPAN EQ HD \"AM2\" (USD) INC","LU1048596156.SGD":"Blackrock Asian Growth Leaders A2 SGD-H","LU2778985437.USD":"ALLIANZ CHINA FUTURE TECHNOLOGIES \"A\" (USD) INC","LU0229945570.USD":"TEMPLETON BRIC \"A\" (USD) ACC","LU0039217434.USD":"HSBC GIF CHINESE EQUITY \"AD\" INC","LU0307460666.USD":"EASTSPRING INVESTMENTS CHINA EQUITY \"A\" ACC","LU0315179316.USD":"EASTSPRING INVESTMENTS ASIAN DYNAMIC \"A\" (USD) ACC","09888":"百度集团-W","LU0588546209.SGD":"Eastspring Investments - China Equity Fund AS SGD","WRD":"文远知行","LU1188198961.HKD":"SCHRODER ISF CHINA OPPORTUNITIES \"A\" (HKD) INC QV","LU0856984785.SGD":"HSBC GIF MANAGED SOLUTIONS ASIA FOCUSED GROWTH \"ACH\" (SGDHDG) ACC","BK4609":"英伟达持仓股","LU0359201612.USD":"贝莱德中国基金A2","IE0034224299.USD":"PINEBRIDGE ASIA EX JAPAN EQUITY \"A\" (USD) ACC","LU0456827905.SGD":"JPMorgan Funds - China A (acc) SGD","LU0149721374.USD":"HSBC GIF HONG KONG EQUITY \"AD\" INC","LU0762541174.USD":"HSBC GIF MANAGED SOLUTIONS ASIA FOCUSED INCOME \"AM2\" (USD) INC","LU0197773160.USD":"HSBC GIF ASIA PACIF EX JAPAN EQ HD \"AC\" ACC","LU2039709279.SGD":"MANULIFE GF DRAGON GROWTH \"AA\" (SGDHDG) INC","LU0640798160.USD":"EASTSPRING INVESTMENTS GLOBAL EMERGING MARKET DYNAMIC \"A\" (USD) ACC","LU0762540952.USD":"HSBC GIF MANAGED SOLUTIONS ASIA FOCUSED INCOME \"AC\" (USD) ACC","LU0197773673.USD":"HSBC GIF ASIA PACIF EX JAPAN EQ HD \"AS\" (USD) INC","LU0463099449.HKD":"SCHRODER ISF CHINA OPPORTUNITIES \"A\" (HKD) ACC","LU0359201885.HKD":"BGF CHINA \"A2\" (HKD) ACC","BK1588":"回港中概股","LU0163747925.USD":"EASTSPRING INVESTMENTS ASIAN EQUITY A ACC"},"translate_title":"Simultaneous rollout in multiple global markets! China's Robotaxi Going Global Enters a New Stage of \"Large-Scale Race\"","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"89888":0.6,"BIDU":1.87,"WRD":1.9,"PONX":0.6,"09888":1.87,"PONY":1.95,"00800":1.9,"02026":1.95,"TCHI":0.6},"content_text":"中国自动驾驶企业的海外扩张正从单点试探转向规模化落地。8月28日，小马智行与韩国自动驾驶移动出行企业FutureLink在首尔签署战略合作协议，双方将设立合资公司，把基于北汽极狐阿尔法T5打造的第七代Robotaxi引入韩国市场，首批投放200辆，目标在2028年前后实现完全无人驾驶商业运营。　　这一动作并非孤例。从年初百度萝卜快跑登陆迪拜，到文远知行阿联酋项目入选国家AI出海典型案例，再到小马智行与Uber在欧洲五城部署超2000辆Robotaxi，中国自动驾驶技术正在全球多个市场同步铺开。　　业内人观点认为，随着国内L4级自动驾驶完成从测试到规模化运营的跨越，头部企业正将海外市场视为验证商业模型、兑现技术价值的关键战场，一场围绕Robotaxi全球份额的竞速已然鸣枪。　　从8万公里路测到200台规模化运营的行业信号　　小马智行与FutureLink的此次签约，是中国自动驾驶技术出海从“小规模测试”迈向“规模化落地”的又一实际案例。值得关注的是，此次合作并非一次仓促的市场闯入，而是建立在前期充分验证基础之上的战略性推进。公开信息显示，FutureLink自2025年起已在首尔江南自动驾驶示范区使用搭载小马智行系统的车辆开展道路测试，累计安全行驶约8万公里且未发生事故。长达数月的本地化路测，为双方将技术验证转入商业运营阶段提供了基础数据与合规依据。　　汽车行业分析师韩昊向《华夏时报》记者表示：“这种‘先测试、后签约、再规模化’的出海路径，已成为中国自动驾驶企业进入高门槛海外市场的标准范式——此前百度Apollo在阿联酋、文远知行在法国等地均沿用了类似的节奏和策略。”　　根据合作协议，双方将共同设立合资公司，分工清晰：FutureLink负责韩国车辆认证、市场准入及车队日常运营，小马智行则输出L4级自动驾驶软硬件核心技术。首批投放的第七代Robotaxi由北京汽车生产，采用全套车规级零部件，自动驾驶套件成本较前代下降70%，2027版整车成本已控制在23万元以内。　　落地策略上采取分阶段推进，先期导入10台完成韩国本地认证与试运营，后续再陆续完成剩余190台的投放，运营范围从首尔逐步扩展至其他主要城市。　　韩昊说道：“这一‘10台试水、200台铺开’的节奏，折射出自动驾驶出海在政策合规与商业扩张之间必须保持的谨慎平衡。”　　值得注意的是，此次合作明确回应了数据安全这一海外监管的核心关切。FutureLink公开表示，将按照韩国法规推进技术本地化，在韩国收集的数据不会传输至境外。这一承诺在一定程度上为后续大规模商业化运营清除了政策障碍。按照双方规划，力争在2028年前后取得韩国政府完全无人驾驶相关认证，届时取消安全员的Robotaxi将正式在韩国上路载客。　　韩昊认为：“数据本地化正在成为中国自动驾驶企业出海必须跨越的门槛。欧盟GDPR、韩国个人信息保护法等法规对数据跨境流动均设有严格限制，能否在技术输出与数据主权之间找到平衡，直接决定了海外商业化落地的深度与广度。”　　从“单点突破”到“规模化竞速”　　如果将小马智行进军韩国看作一步棋，那么整个2026年中国自动驾驶企业的海外布局则已呈现出一盘成型的棋局。　　在中东市场，中国企业的先发优势较为明显。文远知行自2021年落地阿布扎比以来，已在阿联酋三大酋长国实现纯无人Robotaxi常态化商业运营，并通过Uber平台在当地提供服务。该公司目前已获得八国自动驾驶运营牌照，全球L4车队规模超3000辆，业务覆盖13个国家、40余座城市。2026年7月，文远知行阿联酋项目入选国家发改委发布的《中国智·惠世界（2026）》十大AI出海典型案例，成为唯一入选的自动驾驶企业。　　百度旗下萝卜快跑则在迪拜同时运营自有App和Uber平台，组建了当地规模最大的无人车队。公开数据显示，萝卜快跑已在全球28座城市落地，累计完成订单超2300万次，自动驾驶总里程突破3.5亿公里。　　小马智行同样在加速全球布局：目前已在美国、韩国、卢森堡、克罗地亚、中东等地取得自动驾驶测试或运营牌照。2026年8月，小马智行与Uber官宣扩大战略合作，计划在欧洲五城投放超2000辆Robotaxi，打造欧洲规模领先的自动驾驶车队。　　从商业模式来看，中国自动驾驶企业出海已形成一套相对成熟的协作框架：技术方输出自动驾驶系统，出行平台提供用户入口和流量，本地合作伙伴负责车队运维和合规认证。　　韩昊表示：“这种分工模式既降低了海外运营的政策风险，也有效利用了当地资源，目前在中东和欧洲市场均得到验证。”　　从商业化数据来看，海外市场正在成为这些企业重要的增长极。财报数据显示，文远知行2026年上半年海外收入同比增长154%至1.19亿元；小马智行二季度Robotaxi收入同比增长691.2%。千辆级车队被行业普遍视为自动驾驶出行实现盈利的关键分水岭，而中国头部企业正在逼近或跨越这一门槛。　　中国自动驾驶出海的成本竞争力同样值得关注。据行业信息，小马智行第七代Robotaxi整车成本已下探至23万元以内，仅为海外头部企业Waymo单车成本的1/4至1/5。　　韩昊表示：“这种成本优势叠加国内成熟的智能网联汽车产业链，为中国Robotaxi在全球市场建立竞争壁垒提供了支撑。”　　“不过，大规模落地仍然面临现实约束。韩国、欧洲等市场对自动驾驶法规认证、数据安全、道路适配均有严格标准，用户接受度也需逐步培养。小马智行在韩国的200台计划分阶段推进，文远知行在欧洲的扩张也是逐步落地。”韩昊最后说道，　　这些节奏本身就说明，出海不是一场百米冲刺，而是一场需要政策、技术和市场三方配合的长跑。而在这一进程中，中国企业能否将先发优势转化为持续的份额优势，将取决于其本地化能力、成本控制水平以及应对监管变化的灵活性。（文章来源：华夏时报网）","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":"","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":"4.44.1","shortVersion":"4.44.1","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/2664354855","isCrawlerRequest":true}