CITIC Securities: Autonomous Driving Reaches a Turning Point, Speeding Up Commercialization
2025-06-05 / Read about 0 minute
Author:小编   

According to a research report by CITIC Securities, the L4 autonomous driving sector is displaying a promising upward trajectory. Specifically, in the realm of Robotaxi, the weekly order volume of leading enterprises has surged to 250,000 orders as of early May this year, fueled by the expansion of operating areas and an increase in vehicle deployments. This notable uptick signifies a significant acceleration in the commercialization process. Furthermore, Tesla anticipates launching Robotaxi operations in Austin in June, potentially setting a new benchmark for technological innovation within the industry.

In the Robovan sector, leading enterprises are leveraging efficiency gains in the express delivery industry to cut costs, thereby accelerating order acquisition and product delivery. Additionally, in the domain of Robotruck, autonomous driving operations are emerging as a clearly defined scenario for unmanned demand, with their efficiency gradually converging with that of manual operations. This development is driving the application of autonomous trucking products.

In summary, it is anticipated that all facets of the industrial chain will expedite technology research and development, as well as product deployment. Consequently, the automotive intelligence industry chain stands to benefit substantially from these advancements.