艾媒咨询 | 2026年中国Robotaxi行业发展趋势及标杆企业研究报告

　　作为智能出行与交通变革的核心赛道，Robotaxi产业持续受益于人工智能、车路协同、高精地图及云计算对感知决策、调度运营、安全冗余及乘客服务等环节的全方位赋能，其效能已从单纯的自动驾驶技术验证延伸至全无人商业化运营、混合派单与智慧交通融合等场景革新。当前，行业版图内科技巨头、自动驾驶初创公司及出行平台等多元模式竞合交织，企业对运营区域、用户流量与政策牌照的争夺日趋白热化，监管框架从道路测试向全无人商业化试点、常态化精细治理演进。在政策端，智能网联汽车准入试点、自动驾驶出行服务推广及新型基础设施建设信号持续释放，为Robotaxi企业在技术研发、模式创新及城市拓展中注入了新的活力。纵观行业发展脉络，Robotaxi产业正经历从技术验证向规模运营与单位经济模型优化的跃迁，自动驾驶技术与出行场景融合的广度深度将成为进一步发展的关键支点。

　　全球领先的新经济产业第三方数据挖掘和分析机构iiMedia Research（艾媒咨询）最新发布的《2026年中国Robotaxi行业发展趋势及标杆企业研究报告》数据显示，中国无人驾驶汽车行业市场规模持续扩容，2015年至2029年由30.5亿元升至预计1206.7亿元。头部企业在技术积累、运营数据和资本实力方面占据优势，集中度较高，但全栈自研、车企合作与出行平台等赛道和模式有所差异。

　　通过对典型企业的研究，可以更直观地了解Robotaxi板块各具特色的布局和差异化的发展路径。百度萝卜快跑以其在自动驾驶全栈技术与出行服务平台上的综合优势，展现了Apollo技术底座与多城市全无人商业化运营协同的路径；小马智行作为自动驾驶技术研发的深耕者，其经营情况与估值波动深度绑定于Robotaxi车队规模扩张及中美双市场政策推进节奏，研发投入对其感知算法与系统冗余迭代构成了关键支撑；滴滴自动驾驶作为出行平台赋能自动驾驶的代表，凭借在网约车场景、混合派单及用户流量上的积累，实现了自动驾驶技术与出行服务生态的联动发展。三家企业的资产结构、盈利质量与估值逻辑虽有差异，但共同指向了精细化运营、持续创新与自动驾驶商业化价值的深度挖掘。

　　As a core sector in intelligent mobility and transportation transformation, the Robotaxi industry continues to benefit from the comprehensive empowerment of artificial intelligence, vehicle-road coordination, high-definition mapping, and cloud computing across key areas—including perception and decision-making, dispatch and operations, safety redundancy, and passenger services. Its capabilities have evolved from mere validation of autonomous driving technologies to innovative applications spanning fully unmanned commercial operations, hybrid dispatching, and integration with smart transportation systems. Currently, within the industry landscape, diverse players—tech giants, autonomous driving startups, and mobility platforms—engage in both competition and collaboration. Competition among enterprises over operational territories, user traffic, and regulatory permits has intensified, while regulatory frameworks are shifting from road testing to fully unmanned commercial pilot programs and routine, refined governance. On the policy front, ongoing initiatives—such as pilot programs for intelligent connected vehicle access, promotion of autonomous driving mobility services, and development of new infrastructure—have injected new vitality into Robotaxi enterprises 'technological R&D, business model innovation, and urban expansion efforts. Tracing the industry's development trajectory, the Robotaxi sector is undergoing a transition from technological validation to large-scale operations and optimization of unit economic models. The breadth and depth of integration between autonomous driving technologies and mobility scenarios will become pivotal drivers for further growth.

　　According to the latest report, "2026 China Robotaxi Industry Development Trends and Benchmark Enterprise Research Report," released by iiMedia Research—a globally leading third-party data mining and analytics firm for new economy industries—China's autonomous driving vehicle market size has continued to expand, growing from CNY 3.05 billion in 2015 to an estimated CNY 120.67 billion by 2029. Leading enterprises possess advantages in technological accumulation, operational data, and capital strength, exhibiting high market concentration; however, their approaches differ in areas such as full-stack in-house R&D, collaborations with automakers, and partnerships with mobility platforms.

　　By studying representative companies, one can gain a clearer understanding of the distinctive strategic layouts and differentiated development paths of the Robotaxi sector. Baidu's Luobo KuaiPao leverages its comprehensive strengths in full-stack autonomous driving technology and mobility service platforms to demonstrate a synergistic path integrating its Apollo technology foundation with full-automated commercial operations across multiple cities. Pony.ai, as a dedicated player in autonomous driving technology R&D, sees its operational performance and valuation fluctuations closely tied to the expansion of its Robotaxi fleets and the pace of policy advancements in both Chinese and U.S. markets; its R&D investments provide critical support for its perception algorithms and system redundancy iterations. Didi's autonomous driving division, serving as a representative of mobility platforms empowering autonomous driving, has achieved integrated development of autonomous driving technology and its mobility service ecosystem by leveraging its accumulated experience in ride-hailing scenarios, hybrid dispatching models, and user traffic acquisition. Although these three companies differ in their asset structures, profitability profiles, and valuation logic, they collectively underscore the importance of refined operations, continuous innovation, and in-depth exploration of the commercial value of autonomous driving.

　　地方试点城市政策放开节奏与牌照发放情况

　　中国Robotaxi市场规模测算与2026年增长预测

　　中游整车制造与改装：Robotaxi定制化车型进展

　　感知、决策、执行全栈技术路线对比分析

　　波特五力模型下行业竞争态势研判

　　业务布局：全国试点城市覆盖与运营车辆规模

　　商业化模式：To B解决方案+To C运营双轮驱动

　　协同模式：与传统网约车业务的互补融合

　　主流应用场景：城市客运、网约出行与细分场景拓展

　　商业化落地核心痛点与制约因素分析

　　行业风险提示与应对策略