China's Robotaxi Market Projected to Hit CNY160 Billion by 2026 -- Market Talk

Dow Jones

01-02

0810 GMT - The market size for robotaxi-related car manufacturing and auto components is projected to reach 160 billion yuan by 2026, Daiwa analysts write in a note. China is on the verge of large-scale robotaxi commercialization, the analysts say. Robotaxis are likely to eventually replace traditional ride-hailing vehicles and may impact the private car market in the future, they note. The sector is expected to drive growth across multiple industries, including car manufacturing, auto components, software licensing, applications, and ride-hailing services. Within the robotaxi industry, Daiwa favors Horizon Robotics for its strong position in China's autonomous driving chip market and Bethel for its expertise in wire-controlled chassis systems, which could see widespread adoption in robotaxis. (jiahui.huang@wsj.com; @ivy_jiahuihuang)

(END) Dow Jones Newswires

January 02, 2025 03:10 ET (08:10 GMT)

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","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"603596":"伯特利","LU2328871848.SGD":"Eastspring Investments - China A Shares Growth AS SGD","BK1109":"应用软件","LU1969619763.USD":"EASTSPRING INV CHINA A SHARES GROWTH \"A\" (USD) ACC","BK0264":"汽车制造","09660":"地平线机器人-W"},"translate_title":"中国机器人出租车市场预计到2026年将达到1600亿元人民币——市场讨论","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"603596":0.9,"09660":0.9},"content_text":"0810 GMT - The market size for robotaxi-related car manufacturing and auto components is projected to reach 160 billion yuan by 2026, Daiwa analysts write in a note. China is on the verge of large-scale robotaxi commercialization, the analysts say. Robotaxis are likely to eventually replace traditional ride-hailing vehicles and may impact the private car market in the future, they note. 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