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光大證券:Apollo Go精細化成本管控,年底或有望實現區域性盈利

光大證券研報認為,Apollo Go精細化成本管控,年底或有望實現區域性盈利。百度的第六代無人車已達到L4級別的全無人駕駛水平,且整車成本相比上一代下降了60%,單車造價僅為20萬元。由於平台補貼,Apollo Go目前運營的收費較低,隨着全無人駕駛比例的提升、時空覆蓋和運營效率的提升以及平台補貼的減少,未來Apollo Go有望首先在武漢實現盈利,並在2025年全面進入盈利期。

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