Goldman Sachs: Raises forecast for the size of China's Robotaxi fleet.
Goldman Sachs stated that driven by cost reduction, expansion of fleet size and service coverage, software improvements, and increased public acceptance, the market for autonomous taxis in China will accelerate its growth. Goldman Sachs has raised its forecast for the size of the Robotaxi fleet in China in 2026 from 13,000 vehicles to 14,000 vehicles, in 2030 from 632,000 vehicles to 705,000 vehicles, and in 2035 from 2.5 million vehicles to 3.1 million vehicles.
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