---
title: "What's the real prospect of Robotaxi? In Dolphin Research's view, the feasibility of this model nati"
description: "What's the real prospect of Robotaxi? In Dolphin Research's view, the feasibility of this model nationwide depends on three key factors:a) Cost structure: The combined cost of base vehicle and L4 auto"
type: "topic"
locale: "en"
url: "https://longbridge.com/en/topics/22536918.md"
published_at: "2024-07-18T01:58:40.000Z"
author: "[Dolphin Research](https://longbridge.com/en/news/dolphin.md)"
---

# What's the real prospect of Robotaxi? In Dolphin Research's view, the feasibility of this model nati

What's the real prospect of Robotaxi? In Dolphin Research's view, the feasibility of this model nationwide depends on three key factors:

a) Cost structure: The combined cost of base vehicle and L4 autonomous driving hardware (including lidar) must continue to decrease to below 200,000 RMB;

b) Regulatory framework: First, expanding road access for autonomous ride-hailing vehicles; Second, relaxing the safety operator-to-vehicle ratio - current regulations mandate one safety operator per three vehicles. Significant regional variations exist, with Shanghai still requiring one operator per vehicle and maintaining limited approved routes.

c) Social impact: Similar to the community group-buying rationale, both ride-hailing and community groups have become crucial employment channels amid China's manufacturing upgrade and low-end industry relocation. Widespread adoption of autonomous ride-hailing within 1-2 years would require careful government consideration of blue-collar employment impacts.

Therefore, Dolphin Research maintains cautious optimism about Robotaxi's long-term potential while advising short-term valuation prudence. $Baidu(BIDU.US)

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---

> **Disclaimer**: This article is for reference only and does not constitute any investment advice.