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天風證券:Robotaxi商業模式革新引領電子產業機遇

天風證券研報稱,Robotaxi量產在即,預計2030年全球市場規模將達8349億元。特斯拉引領技術革新,其Cybercab計劃2026年生產,2027年大規模量產,出行成本有望降低至0.2美元/英里,並顯著提升安全性能。特斯拉的FSD軟件與硬件方案持續迭代,推動Robotaxi方案成熟,高單車智能成為競爭優勢。特斯拉通過創新架構和一體化壓鑄技術,提升生產效率,助力Robotaxi商業化。建議關注藍思科技、世運電路等電子產業鏈公司潛在機遇。

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