$滴滴粉单市场(DIDIY)$ 在seeking alpha上看到的一个评论，感觉很中肯，分享一下

Below is my understanding based numbers I remember by heart from various articles.

Baidu has around 2000 or so robovehicles running around China, but their number of rides grows not much, only about 25% this year, which is only slightly higher than market, and services are of relatively poor quality, hence the discount in Wuhan reaching roughly -50-60% to usual taxi, while costs are roughly same.Thus it all makes losses for Baidu.With their newly launched model, Baidu produces around 1000 units/year now, so let’s say by the end of next year we’re talking some 4000 robocars which bring ideally zero loss to Baidu, if they are lucky. At least in Wuhan they expect to achieve breakeven by next year.Didi recently published an interview with their top robotaxi guy. Key number he said was that the cost of new robotaxis produced by GAC next year is targeted to be 4-5 times lower than current vehicles. Because production target is 100 000 cars, in batches of 5000. So next year Didi makes first batch and like that exceeds Baidu total accumulated fleet. While having robocar cost cut 5 times.They might make it profitable!I guess that is why rumour are they want to relist some time in 2025. I guess robotaxi these is key, and market appetite for Chinese IPOs which might come back.

网页链接{Fedor Zubarev}