格隆汇12月17日｜港股市场智能驾驶概念集体走强，其中，佑驾创新涨超7%，浙江世宝涨超4%，禾赛-W、小马智 行-W、文远知行-W涨超3%。 | 代码 | 名称 | | 涨跌幅 v | 最新价 | 总市值 | 年初至今涨跌 | | --- | --- | --- | --- | --- | --- | --- | | 02431 | 佑驾创新 | (0) | 7.23% | 11.710 | 49.27亿 | -40.44% | | 01057 | 浙江世宇 | | 4.40% | 4.750 | 39.08亿 | 65.78% | | 02525 | 天赛-W | | 3.80% | 166.600 | 260.13亿 | -21.71% | | 02026 | 小马智行-W | 0 | 3.48% | 113.000 | 489.9亿 | -18.71% | | 00800 | 文远知行-W | | 3.19% | 22.620 | 232.22亿 | -16.53% | | 06088 | FIT HON TENG | | 2.29% | 5.370 | 392.21亿 | 47.12% | | 026 ...

12月17日，港股市场智能驾驶概念集体走强，其中，佑驾创新涨超7%，浙江世宝涨超4%，禾赛-W、小马智行- W、文远知行-W涨超3%。 股票频道更多独家策划、专家专栏，免费查阅>> 责任编辑：栎树 业内分析认为，在这之前，市面上没有真正能够量产销售、上路运营的L3车型。之前所谓的"L3牌照"，其实都是测 试牌照，允许在规定路段进行L3测试。此次两家车企率先获得准入，是从"允许练习"变成了"允许正式上路"。这标 志着我国自动驾驶技术发展逐步走向量产应用阶段，也是上述两家车企在自动驾驶领域从技术验证阶段迈向量产应 用阶段的重要里程碑。 | 代码 | 名称 | | 涨跌幅 √ | 最新价 | 总市值 | 年初至今涨跌 | | --- | --- | --- | --- | --- | --- | --- | | 02431 | 佑驾创新 | 0 | 7.23% | 11.710 | 49.27亿 | -40.44% | | 01057 | 浙江世宝 | | 4.40% | 4.750 | 39.08亿 | 65.78% | | 02525 | 禾寨-W | | 3.80% | 166.600 | 260.13亿 | ...

每经AI快讯，12月17日，纳斯达克中国金龙指数收跌0.34%，热门中概股涨跌不一。网易、百胜中国、 拼多多初步收跌超1%，小鹏涨近1%，文远知行涨超2%，小马智行涨超7%。 ...

Core Insights - Pony.ai (小马智行) has seen a stock price increase of 2.71% on December 16, reaching $13.969 per share, with a total market capitalization of $6.056 billion [1] - For the fiscal year ending June 30, 2025, Pony.ai reported total revenue of $35.434 million, reflecting a year-over-year growth of 43.34%, while the net profit attributable to shareholders was a loss of $96.086 million, a decrease of 87.24% year-over-year [1] - The company is recognized as a leader in the commercialization of autonomous driving services, being the only L4 autonomous driving technology company with the necessary regulatory approvals to provide public autonomous ride-hailing services in four major cities [1] Financial Performance - Total revenue for Pony.ai as of June 30, 2025, is $35.434 million, which is a 43.34% increase compared to the previous year [1] - The net profit attributable to shareholders is reported as a loss of $96.086 million, which is a significant decrease of 87.24% year-over-year [1] Major Events - Pony.ai is scheduled to release its Q3 financial report for the fiscal year 2025 on November 11, with the actual disclosure date subject to company announcements [1] - The company operates a fleet of over 720 self-owned autonomous taxis and has received approval to conduct L4 autonomous truck convoy testing on interprovincial highways by December 2024, operating a fleet of over 170 self-owned and leased autonomous trucks [1]

Core Viewpoint - The approval of the first batch of L3 conditional autonomous driving vehicle licenses in China marks a significant step towards the commercialization of L3 autonomous driving technology, positively impacting companies like Pony.ai [1] Group 1: Company Performance - Pony.ai's revenue for the first three quarters of the year reached $60.876 million, representing a year-on-year growth of 54.1% [1] - Revenue from autonomous ride-hailing services (Robotaxi) amounted to $9.95 million, showing a substantial year-on-year increase of 111.7% [1] - The technology licensing and application business generated $23.443 million in revenue, a remarkable year-on-year growth of 216.8% [1] - Revenue from autonomous trucking services remained stable at $27.483 million, roughly unchanged from the same period last year [1] Group 2: Future Outlook - Pony.ai's management anticipates that the company may achieve breakeven before 2030, driven by the vision of expanding its Robotaxi fleet to over 100,000 vehicles by 2030 [1] Group 3: Industry Development - The first L3 level conditional autonomous driving vehicles approved for road testing are the Changan SC7000AAARBEV and the Arcfox BJ7001A61NBEV, which will be piloted in Beijing and Chongqing [1] - This development signifies a transition from testing phases to commercial applications for L3 autonomous driving technology in China [1]

Core Viewpoint - Pony.ai's stock rose nearly 4% to $14.12 following the announcement of the first batch of L3 conditional autonomous driving vehicle permits in China, marking a significant step towards commercial application of L3 autonomous driving technology [1] Group 1: Company Performance - In the first three quarters of the year, Pony.ai reported a total revenue of $60.876 million, representing a year-on-year increase of 54.1% [1] - Revenue from autonomous ride-hailing services (Robotaxi) reached $9.95 million, showing a substantial year-on-year growth of 111.7% [1] - The technology licensing and application business generated $23.443 million in revenue, a remarkable increase of 216.8% compared to the previous year [1] - Revenue from autonomous truck services remained stable at $27.483 million, approximately the same as the previous year [1] Group 2: Future Outlook - Pony.ai's management anticipates that the company may achieve breakeven before 2030, driven by the vision of expanding its Robotaxi fleet to over 100,000 vehicles by 2030 [1]

Core Viewpoint - Pony.ai, a leading global autonomous driving company, is experiencing a positive market response with a 2.4% pre-market increase in its stock price, driven by significant milestones expected in 2025, including its Hong Kong listing and achieving profitability for its Robotaxi in Guangzhou [1] Group 1: Company Developments - Pony.ai is set to complete its Hong Kong listing and launch its 7th generation Robotaxi in 2025, marking a pivotal year for the company [1] - The company projects to reach a scale of approximately 100,000 vehicles by around 2030 [1] Group 2: Market Insights - According to Guosen Securities, the penetration rate of L2/L2+ autonomous vehicles is expected to continue rising, leading to a decrease in the cost of related smart driving components [1] - The commonality between L4 and L2/L2+ components is anticipated to further reduce the costs of L4 autonomous driving hardware, with Robo-X expected to reach a significant milestone in 2026 [1] Group 3: Market Potential - By 2030, the global L4 market is projected to exceed trillions, with the domestic taxi and ride-hailing market size estimated at 236 billion annually [1] - In 2025, Robotaxi is expected to account for 0.6% of the shared mobility market [1] Group 4: Competitive Landscape - The report suggests monitoring players entering the market for Robotaxi, Robovan, Robotruck, Robobus, and Robosweeper [1]

Core Insights - Pony.ai (PONY.US) stock rose 2.4% in pre-market trading, driven by significant milestones expected in 2025, including a Hong Kong IPO, the launch of the 7th generation Robotaxi, and achieving profitability on a per-vehicle basis in Guangzhou [1] Group 1: Company Developments - Pony.ai anticipates reaching a scale of approximately 100,000 vehicles by around 2030 [1] - The company has successfully completed its Hong Kong listing and is set to launch its 7th generation Robotaxi [1] - In Guangzhou, Pony.ai has achieved city-level profitability on a per-vehicle basis [1] Group 2: Market Trends - According to Guosen Securities, the penetration rate of L2/L2+ autonomous vehicles is increasing, leading to a decrease in the cost of related smart driving components [1] - The commonality between L4 and L2/L2+ components is expected to further reduce the costs of L4 autonomous driving hardware, with Robo-X projected to reach a significant milestone in 2026 [1] Group 3: Market Potential - By 2030, the global L4 market is projected to exceed trillions, with the domestic taxi and ride-hailing market size estimated at 236 billion yuan annually [1] - In 2025, Robotaxi is expected to account for 0.6% of the shared mobility market [1] Group 4: Competitive Landscape - The report suggests monitoring players entering the market for Robotaxi, Robovan, Robotruck, Robobus, and Robosweeper [1]

美东时间周一，美股高开后跳水，三大指数全线收跌。 | 道琼斯 | 纳斯达克 | 标普500 | | --- | --- | --- | | 48416.56 23057.41 | | 6816.51 | | -41.49 -0.09% -137.76 -0.59% -10.90 -0.16% | | | | 中国金龙 | 纳指100期货 | 标普500期货 | | 7582.05 | 25096.50 | 6823.75 | | -168.05 -2.17% -117.00 -0.46% -7.00 -0.10% | | | AI概念股继续承压，博通和甲骨文股价分别下跌超近5.6%和2.7%。大型科技股多数下跌，亚马逊、苹果跌、奈飞跌约1.5%。 | 而种 | 价格 | 价格(24h%) | | --- | --- | --- | | B BTC | $85906 | -2.76% | | + ETH | $2935.75 | -4.49% | | 를 SOL | $126.01 | -2.98% | | × XRP | $1.8807 | -5.32% | | HYPE | $27.598 | -4.84% ...

12月11日，在小马智行2025媒体沟通会上，小马智行联合创始人、首席财务官王皓俊介绍，小马智行的 Robotaxi（自动驾驶出租车）车队规模从去年的200多辆到今年年底近1000辆，到2026年底会达到3000 辆。关于实现盈利需要多久，王皓俊从小马智行运营情况来看，"预期2030年到10万辆级，所以时间点 应该是在2030年前，公司实现盈亏平衡。"对于投资摩尔线程，王皓俊提到，参与了摩尔线程的早期投 资，当时不是财务投资，更多是战略考虑。 ...