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北京时间·🕒 发布 16:00:00时区推断·⟳ 抓取 16:00:57·⚡ 决策 07-28 16:01:46 +49s·91.1 天前

百度 Apollo Go 与 Lyft 旗下 Freenow 开始在伦敦道路测试自动驾驶车辆

这是 Apollo Go 欧洲落地的正面进展,但仅为带安全员道路测试,公共乘客计划仍在 2027 年且需监管批准。

📄 原文PR Newswire Technology↗ 原文
Baidu's Apollo Go and Freenow by Lyft Begin Road Testing in London
Baidu's Apollo Go and Freenow by Lyft have commenced the testing of Apollo Go's sixth-gen autonomous vehicle (RT6) in L…
不做 百度(BIDU.US)
超大市值主标的的既有合作推进和道路测试 PR,未披露订单金额、车队规模、收费模式或利润贡献,短期无市值级真实增量,不做。
不做 百度集团-SW(09888.HK)
与 BIDU.US 同源受益,但事件只是伦敦测试启动,非 ADR 隔夜收敛场景,也无港股本地独立可交易增量,不做。
不做 Lyft(LYFT.US)
Freenow 只是本地运营合作方,当前无商业乘客、无收入分成或规模披露,无法证明对 Lyft 短期业绩有直接传导,不做。
展开详情(成交明细 / 研究档案 / 原文全文 / 决策记录链)

研究档案

🔎 新鲜度:最早出现 2026-07-28 · 扩散 low · price-in 风险 medium ↗

关键理由

  • 这是 Apollo Go 欧洲落地的正面进展,但仅为带安全员道路测试,公共乘客计划仍在 2027 年且需监管批准。
  • 百度与 Lyft 的欧洲合作已在 2025 年宣布,本次更像既有路线图推进而非新增订单或收入确认。
  • 未披露车辆规模、商业收费、分成或利润贡献,难以形成对百度或 Lyft 短期市值级重定价。

主要风险

  • 若后续英国监管批准商业化运营、披露车队规模或收入分成,需按新催化重新评估。
  • 当前只是 PR Newswire 公司稿,传播即使扩大也更可能强化自动驾驶叙事,而非改变短期盈利模型。

原文全文

展开原文 · 5,141 字
Baidu's Apollo Go and Freenow by Lyft Begin Road Testing in London
- Baidu's Apollo Go and Freenow by Lyft have commenced the testing of Apollo Go's sixth-gen autonomous vehicle (RT6) in London.
- Initial road testing with safety operators on board will take place in Brent, a borough in west and north-west London.
- Apollo Go and Freenow by Lyft plan to welcome public riders starting in 2027.
BEIJING and LONDON, July 28, 2026 /PRNewswire/ -- Baidu, Inc. (NASDAQ: BIDU and HKEX: 9888) today announced that its autonomous ride-hailing platform, Apollo Go, has begun road testing in London with Freenow by Lyft. Testing will begin in the borough of Brent with safety operators on board, covering a mix of urban and suburban driving environments. Apollo Go and Freenow by Lyft plan to welcome public riders starting in 2027, subject to regulatory approvals.
The deployment builds on the strategic partnership announced by Baidu and Lyft in 2025 for Lyft to deploy Apollo Go autonomous vehicles across key European markets through the Lyft platform. Under the partnership, Apollo Go provides the RT6 vehicles and autonomous driving technology, while Freenow by Lyft contributes its local operational expertise to ensure smooth testing and operation of the fleet.
The London program builds on Apollo Go's testing experience in Hong Kong, its first right-hand-drive market. On July 23, 2026, Apollo Go received the first fully driverless trial permit from Hong Kong's Transport Department, with testing beginning on Airport Island on July 27. This marks Hong Kong's first Level 4 autonomous trial on public roads without an on-board safety operator, and the first fully driverless trial in any right-hand-drive market globally. These milestones demonstrate the adaptability of Apollo Go's autonomous driving technology across diverse road environments.
"The arrival of Apollo Go vehicles in London marks a defining milestone in our global expansion," said Nan Yang, Vice President of Baidu and General Manager of Overseas Business Unit, Intelligent Driving Group. "Testing our autonomous fleet in one of the world's most iconic and complex urban environments validates our technology's maturity and our commitment to this market. By combining our cutting-edge autonomous driving technology with Freenow by Lyft's local operational expertise, we are officially moving from vision to reality, together."
Thomas Zimmermann, CEO of Freenow by Lyft, said: "As a platform with deep roots in the taxi industry, our priority is ensuring that autonomous technology supports the professional drivers who keep London moving. By integrating these purpose-built, autonomous vehicles from Baidu's Apollo Go into the Freenow by Lyft ecosystem, we will give Londoners more sustainable choices to travel, encouraging them to choose shared mobility services over personally-owned vehicles."
The RT6 vehicles will operate as part of a hybrid network alongside Freenow's established taxi and private hire vehicles. For riders, this means faster pickup times as the number of vehicles on the platform increases. Research by Censuswide shows a strong appetite for autonomous vehicles among Londoners, with 58% saying they would be likely to try one, and nearly two-thirds of those under 35 are in favor*.
The London deployment adds to the rapidly expanding global footprint of Apollo Go, Baidu's autonomous ride-hailing service. As of April 2026, Apollo Go had provided more than 22 million cumulative rides to the public. In Q1 2026 alone, it completed 3.2 million fully driverless rides, a volume growing at over 120% year-over-year. As of May, Apollo Go's global footprint spanned 27 cities, and its fleets had accumulated over 330 million autonomous kilometers globally, including more than 220 million fully driverless kilometers, all while maintaining a strong safety record.
*This research was commissioned by Freenow by Lyft in partnership with Censuswide in March 2026. The survey sampled 3,001 respondents.
About Baidu
Founded in 2000, Baidu's mission is to make the complicated world simpler through technology. Baidu is a leading AI company with strong Internet foundation, trading on the NASDAQ under "BIDU" and HKEX under "9888." One Baidu ADS represents eight Class A ordinary shares.
About Freenow by Lyft
Freenow by Lyft features broad multi-mobility options across 9 European markets and over 180 cities. Millions of passengers can access various mobility services within a single app, including taxis, private hire vehicles, carsharing, car rental, e-scooters, e-bikes, e-mopeds and public transport. With headquarters in Hamburg, Germany, Freenow is led by CEO Thomas Zimmermann.
In July 2025, Freenow was acquired by Lyft, a global mobility platform offering a mix of rideshare, taxis, private hire vehicles, executive chauffeur services, car sharing, bikes, and scooters across 6 continents and thousands of cities. Millions of drivers have chosen to earn on billions of rides. Together, Freenow and Lyft are helping to create a more connected world, with transportation options for everyone.
Media Contact: [email protected]
SOURCE Baidu, Inc.

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