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小马智行:系列报告之一:自动驾驶商业化领军者,Robotaxi未来可期
光大证券· 2024-12-17 07:44
自动驾驶商业化领军者,Robotaxi未来可期 ——小马智行(PONY.O)系列报告之一 2024年12月17日 分析师:倪昱婧,CFA(执业证书编号:S0930515090002) 联系人:邢萍 证券研究报告 核心观点 1 Robotaxi为自动驾驶商业化落地终极模式,预计2030年国内Robotaxi市场规模或超千亿元:我们 认为,1)与美国相比,中国Robotaxi商业化推进起步相对较晚、但步入商业化运营速度相对较快; 2)技术与体验升级+价格或为Robotaxi能否大规模推广的关键;3)Robotaxi有望带动出行市场的 新增量,2030E国内Robotaxi市场规模可达390亿美元(超千亿元人民币,2025E-2030E cagr约 200%);4)预计合作/合资或为国内Robotaxi运营主流。 小马智行为自动驾驶商业化领军者:1)公司于2018年推出国内首个Robotaxi服务、并已于2021 年开启全无人上路+商业化运营,是国内首批在北京/上海/广州/深圳取得无人驾驶出行服务许可的 企业、以及唯一在四大一线城市取得所有Robotaxi监管许可的自动驾驶公司。2)公司已在美国、 韩国、新加坡等地 ...
Pony AI: An Attractive Autonomous Driving Technology Play
Seeking Alpha· 2024-12-12 06:16
I am initiating coverage on Pony AI (NASDAQ: PONY ) with a " Buy " rating and an investment horizon of 24 to 36 months. I believe that Pony is among the leading autonomous driving technology providersAnalyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking ...
Pony AI IPO: What To Make Of It
Seeking Alpha· 2024-11-29 13:54
The primary goal of the Cash Flow Kingdom Income Portfolio is to produce an overall yield in the 7% - 10% range. We accomplish this by combining several different income streams to form an attractive, steady portfolio payout. The portfolio's price can fluctuate, but the income stream remains consistent. Start your free two-week trial today!Chinese autonomous vehicle company Pony AI Inc. (NASDAQ: PONY ) has gone public this week, trading down initially. In this article, we will take a look at what the compan ...
Pony AI's IPO debut could set the stage for more Chinese listings as thaw eases
MarketWatch· 2024-11-27 14:06
Autonomous driving company Pony AI has raised $260 million in its Wednesday stock-market debut that will be the biggest in months for a Chinese company. The deal sets the stage for more Chinese technology companies to test U.S. public markets again following years of more muted initial-public-offering activity that reflected tensions between the U.S. and China. ...
Pony AI Inc. Announces Pricing of Initial Public Offering
GlobeNewswire News Room· 2024-11-27 10:00
GUANGZHOU, China, Nov. 27, 2024 (GLOBE NEWSWIRE) -- Pony AI Inc. (“Pony.ai” or the “Company”) (Nasdaq: PONY), a global leader in achieving large-scale commercialization of autonomous mobility, today announced the pricing of its initial public offering (the “Offering”) of 20,000,000 American depositary shares (“ADSs”), each representing one Class A ordinary share of the Company, at a price to the public of US$13 per ADS. The Company has granted the underwriters an option, exercisable within 30 days from the ...
U.S. IPO Weekly Recap: ServiceTitan Joins The IPO Pipeline As Pony AI Delays
Seeking Alpha· 2024-11-23 07:10
Renaissance Capital provides pre-IPO research to institutional investors and investment banks. The Firm manages two IPO-focused funds: The Renaissance IPO ETF (NYSE: IPO) and the Renaissance International IPO ETF (NYSE: IPOS). Individual investors can get a free overview of the IPO market on www.renaissancecapital.com, and try a free trial of our premium platform, IPO Pro (ipopro.renaissancecapital.com). Through Renaissance Capital’s pre-IPO research service, institutional investors get an independent opini ...