According to a research report by Tianfeng Securities, Robotaxi is about to go into mass production, and the global market size is expected to reach 834.9 billion yuan in 2030. Tesla is leading the technological innovation, and its Cybercab is scheduled to be produced in 2026 and mass-produced in 2027. The cost of travel is expected to be reduced to US$0.2 per mile, and safety performance will be significantly improved. Tesla's FSD software and hardware solutions continue to iterate, driving the maturity of the Robotaxi solution, and high single-vehicle intelligence has become a competitive advantage. Tesla improves production efficiency and supports the commercialization of Robotaxi through innovative architecture and integrated die-casting technology. It is recommended to pay attention to potential opportunities in electronic industry chain companies such as Lens Technology and Shiyun Circuit.