Global Autos Driver Humanoids & Robotaxi Rides Weekly

研报英文原文证据摘录

Global Autos Driver Humanoids & Robotaxi Rides Weekly

J P M O R G A N Europe Equity Research

28 June 2026

Global Autos Driver

Humanoids & Robotaxi Rides Weekly

Please find below the latest developments in autonomous European Autos & Auto Parts

driving across the world: Jose M Asumendi AC

(44-20) 7742-5315

jose.m.asumendi@jpmorgan.com

• Waymo is planning to offer its driverless robotaxi service in Germany, J.P. Morgan Securities plc

expanding beyond the US. The company has registered Waymo Germany Nick Lai

GmbH to provide autonomous ride-hailing services locally. Waymo has global (65) 6801-3176

ambitions, with plans to launch fully autonomous ride-hailing in London and nick.yc.lai@jpmorgan.com

Tokyo, and is engaging with officials to prepare for international operations. J.P. Morgan Securities Singapore Private Limited/

J.P. Morgan Securities (Asia Pacific) Limited/ J.P.

• The National Highway Traffic Safety Administration opened a Morgan Broking (Hong Kong) Limited

rulemaking to eliminate the manual brake pedal requirement for vehicles Akira Kishimoto

designed to operate exclusively under automated driving systems, marking (81-3) 6736-8646

the fifth Federal Motor Vehicle Safety Standard update under its Automated akira.x.kishimoto@jpmorgan.com

JPMorgan Securities Japan Co., Ltd.

Vehicle Safety Framework. The proposed changes to FMVSS No. 135 would

Piyush Singla

remove the mandate for hand- and foot-operated brake controls in vehicles (91-22) 6157-3324

built without provision for a human driver, while retaining existing rules for piyush.singla@jpmorgan.com

ADS-equipped vehicles with manual controls. Other braking performance J.P. Morgan India Private Limited

requirements, including stopping distance standards, would remain. NHTSA