Apollo Go hits 250,000 weekly orders as analysts debate Robotaxi vs ride-hailing
A 钛媒体 column written by 新眸 reports that Baidu's Apollo Go robotaxi service has passed 250,000 weekly orders, roughly 17 million cumulative rides, 240 million km of autonomous driving and 140 million km of fully driverless mileage. The same piece also cites Baidu earnings figures of more than 23 million cumulative public orders by June and 350 million km of autonomous mileage, so its own totals are inconsistent and the data is not independently sourced. It sets the 250,000 weekly figure against China's 1.047 billion ride-hailing orders in July and argues robotaxis remain far smaller than human-driven supply, while citing Pony.ai's monthly per-vehicle operating profitability in Shenzhen and WeRide's L4 revenue growth as signs that unit economics are being tested.
The column argues the Robotaxi debate has shifted from removing safety drivers and winning permits to weekly orders, fleet density and per-vehicle daily revenue, although its central order and mileage figures are reported without clear sourcing.
(本文作者为 新眸,钛媒体经授权发布)
文 | 新眸,作者 | 金多多
最近有一组数据值得关注,萝卜快跑周订单量突破25万笔,累计完成约1700万次出行,自动驾驶总里程2.4亿公里,全无人里程1.4亿公里
把25万放进网约车的大盘里看,几乎可以忽略。交通运输部的数据显示,今年7月全国网约车订单10.47亿单,折算到每天超过3400万。萝卜快跑一周的单量,不到全国日单量的百分之一。
但放在Robotaxi的坐标系里,25万的分量就重了。两年前行业还在争论“什么时候能摘掉安全员”,一年前话题是“哪座城市能发下一张全无人牌照”,到了2026年下半年,衡量尺度变成了周订单、车队密度和单车日均收入。
“无人出租开始抢网约车司机饭碗”——类似的判断在过去一个月反复出现。某交通部门公布的人力司机单车日均营收256.58元,小马智行深圳车队单车日均净收入338元,两个数字被并排摆在一起,构成了最直观的替代叙事。