Huatai Securities: WAIC Shanghai's new policy accelerates Robotaxi

2025-07-30 08:16:32

Huatai Securities noted that the advancement of Shanghai's relevant policies at the 2025 WAIC Conference marks another milestone in the Robotaxi industry's transition from "demonstration" to "commercial." On a policy level, on July 26th, Shanghai released the "Model Speed Intelligent Driving Action Plan for Shanghai's High-Level Autonomous Driving Pilot Area," which clarified the mass production timeline and scale-up targets for Level 4 autonomous driving. Regarding road rights, the full opening of Pudong by 2025 will provide a world-leading platform for complex megacities. Furthermore, Shanghai issued its first "demonstration operation" license, allowing commercial trial operations, which will accelerate the commercialization of Level 4 companies. Recommended sectors for attention include core technology solution providers, scenario application integrators, and high-growth hardware suppliers.

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