Shenzhen's autonomous driving regulations are about to be implemented, and Robotaxi's commercialization will accelerate. Some people in the industry "splash cold water". What is going on?

On July 5th, the official website of the Standing Committee of the Shenzhen Municipal People's Congress released news that the "Regulations on the Management of the Intelligent Connected Automobile in Shenzhen Special Economic Zone" (hereinafter referred to as the "Regulations") passed the tenth meeting of the Standing Committee of the Seventh National People's Congress. It will be 8 this year 8 this year. It will be implemented from the 1st.

It is worth mentioning that the "Regulations" passed this time only test only the intelligent connected car road test of the Shenzhen Special Economic Zone, which means that the Regulations are not the legal basis for ordinary consumers to driving vehicles on the road. However, the commercial operation of autonomous driving will be the next focus, and it cannot be around the Robotaxi (unmanned taxi).

In an interview with the media, Zhou Guang, CEO of Yuan Rong Qixing, said that the "Regulations" can better plan the service model and pricing mechanism of Robotaxi, and regulate it from the level of regulations, thereby greatly boosting confidence in the development of the industry.

Robotaxi commercialization accelerates

"Autonomous driving can avoid human dangerous driving behavior. We are very optimistic about the prospect of driverless travel services. It may be the most innovative innovation in all innovations in human history. We also believe that autonomous driving can reduce 90%of traffic accidents by 90% "Yuan Foyu, vice president of Baidu Group, said at the pre -communication meeting of the 2022 Baidu World Conference held on July 6.

It is understood that Baidu's most dependent business in the field of autonomous driving is the Robotaxi (Robotaxi), and Robotaxi is also considered by many securities dealers research institutions as one of the first business applications for autonomous driving technology.

On June 30, Baidu announced that its Robotaxi platform "Radish Running" opened a pilot pilot of commercialization in Wuhan Economic Development Zone, providing the public with autonomous driving paid travel services. This marks commercialized travel services in Beijing, Chongqing, Yangquan and Wuhan. In terms of price, applications such as radish fast running APP and WeChat mini -programs have pushed the payment function to the public, and at this stage, it can enjoy the discount as low as one fold.

On the same day, Pony Zhixing also announced that it has obtained the demonstration operation of Guangzhou taxi. Its autonomous driving service Ponypilot+will open toll operations in Nansha District, Guangzhou, and uses a certain price standard for taxi in Guangzhou.

Xiaoma Zhixing Robotaxi Picture Source: Corporate Photo Conferry

Ponypilot +'s demonstration operation area covers the global area of ​​Nansha District. There are more than 500 travel sites in residential areas, commercial centers, transportation hubs, schools, hospitals and other places. The vehicle is reserved and pays the payment through Alipay or WeChat.

At present, companies such as Baidu, Pony Zhixing are advancing the commercial process of Robotaxi. In this regard, Yuan Foyu mentioned at the pre -communication meeting: "Because of the breakthrough of autonomous driving technology, it is very worth looking forward to in the strategic turning point. Progress is fast. For example, in Yizhuang, Beijing, Baidu has already provided no one after the steering wheel (Robotaxi). It can be said that Yizhuang has become the first unmanned living circle in China. Autonomous driving will not be a zero accident. However, the probability of accidents will be far lower than human driving. In fact, human driving has a lot of risk factors, such as drunk driving, fatigue driving, driving to watch mobile phones, etc. You can see the perspective that human eyes cannot see. On the body of autonomous cars, there are many eyes in each angle, and human beings have only two eyes. This is also the reason why autonomous driving cars are safer. "

For Robotaxi's business application prospects, the research report of Minmetals Securities believes that currently ROBOTAXI is currently not very mature and the transformation costs are high. Therefore, the cost per kilometer does not have advantages compared to someone driving a taxi. In the next 5 to 10 years, the labor cost of drivers will be further increased, and the transformation cost of autonomous driving system will gradually decrease. According to MCKINSEY data, it is expected that in 2025 ~ 2027, Robotaxi cancels the safety officer and the cost will usher in an inflection point after the deployment of large -scale deployment. The application will accelerate the promotion and bring subversion of travel services.

Photo source: Minmetals Securities Research Report Screenshot

Or avoid the driver's cost

Torths Securities believes that although ROBOTAXI is in full swing, it cannot be ignored that ROBOTAXI still has difficulty in promoting.

First of all, Robotaxi's commercial closed loop is difficult to form. Due to the high cost of autonomous cars, the price of Robotaxi is basically twice as much as ordinary passenger cars, about 500,000 per vehicle. Input mode, if the number of vehicles is not enough and the user's taxi waits for too long, it will be difficult to attract users to continue using it.

Secondly, Robotaxi still has some technical problems. The technical problems will be exposed a few kilometers in the past. Now it may take tens of thousands of kilometers to expose. The technical optimization improvement is becoming more and more difficult. It is always the first place, so if technical problems cannot be solved 100%, it is difficult to really promote it. Finally, the construction of urban roads in China is relatively fast. If the collection and update of high -quality map information are not timely, it will also bring hidden dangers.

Passenger pictures of passengers in Robotaxi Source: Corporate Photo Conferry

In addition, Robotaxi's long -term goal is to achieve completely unmanned driving: the driving devices such as steering wheels and brake pedals are not installed on the car, and safety officers are canceled. It is understood that in the traditional online car rental model, the cost of drivers is a large expenditure of travel companies, about 70%. If the security officer is canceled, the price of Robotaxi will be further reduced.

However, in the eyes of many people in the industry, even if unmanned driving is realized, Robotaxi must be equipped with security officers, and labor costs are inevitable.

The person in charge of a head -up car ride -hailing platform told the "Daily Economic News" reporter that after the safety officer was removed, Robotaxi would encounter a series of practical problems. "In the case of no safety officer, peers, how to deal with illegal crimes in the car, how to deal with, who to stop? Drunk passengers appeared in the Robotaxi order. Who reminded him to get on and off at the designated location?" The person in charge said.

From the current point of view, the above problems need to be further overcome and resolved. If ROBOTAXI cannot achieve urban -level commercial operations, the order and market size will be limited, and it is difficult to achieve the realistic commercialized closed -loop.

Daily Economic News

- END -