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Goldman Sachs: Ups China's Robotaxi Fleet Size Projections
5 hour ago /
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Author：小编
Goldman Sachs, in a research report, points out that China's Robo-taxi (Robotaxi) market is poised for swift expansion, propelled by cost reductions and other contributing factors. As a result, the investment bank has revised upwards its estimates for the scale of China's Robotaxi fleet in 2026, 2030, and 2035. Additionally, Chinese firms are expected to reap revenue from overseas robotaxi fleets, with the share of these international fleets anticipated to climb from 2026 through 2035. Concurrently, the Robotruck fleet in China is also forecast to undergo substantial growth during the 2026-2035 period. By 2035, the yearly revenue per Robotaxi is projected to hit $38,000, while gross margins could surge to as high as 47%.
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