*Walter Bloomberg
*Walter Bloomberg|Sep 12, 2025 13:41
MORGAN STANLEY: ROBOTAXIS TO REACH 8% OF CHINA’S FLEET BY 2030 Morgan Stanley projects L4+ robotaxis will make up 8% of China’s taxi and ride-hailing fleet by 2030, driven by global competition and strategic partnerships. Chinese firms are expanding abroad: WeRide launched robobuses in Belgium; http://Pony.ai is testing in Doha; Momenta is teaming with Uber in Munich; and Ant-backed Hello plans 50,000 robotaxis in 10+ cities by 2027. MS said partnerships between Chinese tech suppliers and global fleet operators will be key to scaling and competing internationally.(*Walter Bloomberg)
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