波士顿咨询（BCG）：中国无人驾驶出租车上路：迈向规模化商业化（2026）（英文版）（26页）.pdf

1、Robotaxi on the Road:Approaching Scaled Commercialization in ChinaApril 2026 By Haixu Wang,Alex Xie,Shaowen Wang,Bill Zhang,Charlie Li,and Claudia BaiBoston Consulting Group partners with leaders in business and society to tackle their most important challenges and capture their greatest opportuniti

2、es.BCG was the pioneer in business strategy when it was founded in 1963.Today,we work closely with clients to embrace a transformational approach aimed at benefiting all stakeholdersempowering organizations to grow,build sustainable competitive advantage,and drive positive societal impact.Our divers

3、e,global teams bring deep industry and functional expertise and a range of perspectives that question the status quo and spark change.BCG delivers solutions through leading-edge management consulting,technology and design,and corporate and digital ventures.We work in a uniquely collaborative model a

4、cross the firm and throughout all levels of the client organization,fueled by the goal of helping our clients thrive and enabling them to make the world a better place.02 Preface03 Consumer Survey Insights:Consumers Are Overwhelmingly Positive Toward RobotaxiConsumers Are Not Satisfied with Traditio

5、nal Human-Driven Shared Mobility ServicesThe Robotaxi Ride Experience Far Outclasses Current Modes Consumers Demonstrate Strong Acceptance of Robotaxi11 Road Test Observations:Tech Readiness Is Strong Enough for Scaled CommercializationLeading Players Have Achieved Sustained Driverless Operations Wi

6、thin Operating AreasL4 Robotaxi Has the Generalization Potential to Scale Faster Beyond Current Areas15 Robotaxi Has Huge Market Potential in China17 Robotaxi Players Have Made Significant ProgressEstablished L4 Robotaxi Players Are at the Dawn of Scaled Commercial OperationsRobotaxi Momentum Pulls