在商业化落地方面，今年二季度小马智行Robotaxi注册用户同比增长136%。目前，其Robotaxi服务已覆 盖北京、上海、广州、深圳等一线城市，运营总面积超2000平方公里，涵盖中心城区、机场和高铁站等 关键交通枢纽。此外，小马智行持续加大技术研发投入，今年第二季度经调整研发费用为3.16亿元人民 币。截至二季度末，现金等价物及长短理财投资为53.56亿元人民币（约7.48亿美元）。 8月12日，自动驾驶企业小马智行（NASDAQ：PONY）发布2025年第二季度未经审计财报。财报数据 显示，公司第二季度总营收达1.54亿元人民币（约2150万美元），同比增长75.9%，环比增长53.5%，其 中Robotaxi业务收入达1090万元人民币（约150万美元），同比增长157.8%，来自乘客端的车费收入实 现同比增长超过300%。 据悉，小马智行自6月起与北汽、广汽合作启动第七代Robotaxi量产，已完成产能爬坡并进入稳态生 产，在两个月内生产超200台Robotaxi车辆。"目前，小马智行Robotaxi车辆总数已突破500台，我们非常 有信心在2025年底实现千台Robotaxi目标。"公司联合创始人 ...

Exhibit 99.1 PONY AI Inc. Accelerates Gen-7 Robotaxi Production with over 200 Newly Produced, On Track to Scale Up 1,000-Vehicle Fleet by Year End New York, August 12, 2025 — Pony AI Inc. ("Pony.ai" or the "Company") (Nasdaq: PONY), a global leader in achieving large-scale commercialization of autonomous mobility, today announced its unaudited financial results for the second quarter ended June 30, 2025. Dr. James Peng, Chairman and Chief Executive Officer of Pony.ai, commented, "This quarter marked a signi ...

小马智行(PONY.US)盘前涨约4%。小马智行发布2025年二季度财报显示，期内总营收1.54亿元，同比增 长75.9%；Robotaxi业务收入1090万元，同比增长157.8%，其中乘客车费收入同比增长超300%， Robotaxi平台注册用户同比增长136%。第七代Robotaxi从二季度启动量产和路测，生产下线超200台第 七代车型，公司Robotaxi车辆总数已超500台，向年底千台Robotaxi目标推进。 | PONY 小马智行 | | 507 | | --- | --- | --- | | 14.880 ↑ +0.180 +1.22% | | 收盘价 08/11 16:00 美东 | | 15.470 ↑ 0.590 +3.97% | | 盘前价 08/12 05:53 美东 | | 一 名 2 号 3 5 目 ● 節 | | ● 快捷交易 | | 最高价 15.230 | 开盘价 14.800 | 成交量 785.76万 | | 最低价 14.410 | 昨收价 14.700 | 成交额 1.16亿 | | 平均价 14.818 | 市盈率ITM 亏损 | 总市值 52.87亿 (…) | ...

DoNews8月12日消息，8 月 12 日，自动驾驶公司小马智行（NASDAQ： PONY）披露未经审计的 2025 年第二季度财报，业绩涨势强劲，Robotaxi 商业化加速。小马智行 Robotaxi 车辆总数已突破 500 台， 预期年底超 1000 台；公司二季度总营收达 1.54 亿元人民币（2150 万美元），同比增长 75.9%，环比增 长 53.5%，其中 Robotaxi 乘客车费收入同比激增超 3 倍。截至二季度末，现金等价物及长短理财投资为 53.56 亿元人民币（7.48 亿美元）。 小马智行加速 Robotaxi 业务商业化和量产落地进程，Robotaxi 收入在二季度翻倍增长，带动公司整体 营收持续上涨。小马智行创始人、CEO 彭军表示，非常有信心在 2025 年底实现千台 Robotaxi 目标。 公司自 6 月起与北汽、广汽的合作启动第七代 Robotaxi 量产，已完成产能爬坡并进入稳态生产，在两 个月内生产超 200 台 Robotaxi 车辆。此前，小马智行宣布第七代 Robotaxi 采用 100% 车规级零部件， 自动驾驶套件成本较前代大幅下降 70%，拥有 10 ...

Core Insights - The company reported strong financial performance in Q2 2025, with total revenue reaching 154 million RMB (21.5 million USD), a year-on-year increase of 75.9% and a quarter-on-quarter increase of 53.5% [1] - The number of Robotaxi vehicles has surpassed 500, with expectations to exceed 1,000 by the end of the year, indicating accelerated commercialization [1][2] - The company is the only one in China providing fully autonomous Robotaxi services in major cities like Beijing, Shanghai, Guangzhou, and Shenzhen, covering over 2,000 square kilometers [2] Financial Performance - Q2 2025 revenue from Robotaxi services reached 10.9 million RMB (1.5 million USD), a year-on-year increase of 157.8%, with passenger fare revenue increasing by over 300% [2] - Cash and cash equivalents, along with short-term investments, totaled 535.6 million RMB (74.8 million USD) by the end of Q2 [1] Business Development - The company has initiated mass production of the seventh-generation Robotaxi in collaboration with BAIC and GAC, producing over 200 vehicles in two months [1] - The seventh-generation Robotaxi features a 70% reduction in the cost of the autonomous driving suite and a design lifespan of 10 years or 600,000 kilometers [1][3] Technological Advancements - The seventh-generation models have successfully passed stringent testing standards in multiple cities, receiving L4 autonomous driving testing permits in Beijing, Shanghai, Guangzhou, and Shenzhen [3] - The company has conducted over 2 million kilometers of testing in urban, highway, and extreme weather conditions to validate the safety and stability of its L4 autonomous driving system [3] Market Position and Global Expansion - The company showcased its technology at the 2025 World Artificial Intelligence Conference, providing a seamless autonomous ride-hailing experience [4] - Plans for global expansion include partnerships in the Middle East for testing and commercial operations, as well as ongoing tests in Europe and Asia [4] Investor Sentiment - The company has seen significant interest from international investors, with at least 14 institutions increasing their holdings during Q2 2025 [5] - The company is the first and only L4 autonomous driving firm included in the NASDAQ China Golden Dragon Index, enhancing its visibility and liquidity in the market [6]

8月12日，自动驾驶公司小马智行（NASDAQ: PONY）披露未经审计的2025年第二季度财报，业绩涨势 强劲，Robotaxi商业化加速。小马智行Robotaxi车辆总数已突破500台，预期年底超1000台；公司二季度 总营收达1.54亿元人民币（2150万美元），同比增长75.9%，环比增长53.5%，其中Robotaxi乘客车费收 入同比激增超3倍。截至二季度末，现金等价物及长短理财投资为53.56亿元人民币（7.48亿美元）。 在刚刚结束的2025上海世界人工智能大会（WAIC）期间，小马智行为大会观众提供了真实、可用、流 畅的无人驾驶打车体验和服务，进一步印证其L4级技术成熟度和领先性。据了解，小马智行在多家参 会的L4自动驾驶企业中，唯一做到打破固定路线演示、开放全无人驾驶打车服务，并在台风"竹节草"带 来极端暴雨中成为唯一维持运营的Robotaxi服务商。几天后，上海市首个全无人Robotaxi收费服务在浦 东地区上线，由小马智行推出，引发网友和市民的热情打卡。 公司创始人、CTO楼天城认为，这样的领先地位背后是小马智行已具备成熟的"全无人驾驶"和"规模化 落地"能力，"我们不仅将完成千台的数 ...

智通财经APP获悉，8月12日，自动驾驶公司小马智行(PONY.US)披露未经审计的2025年第二季度财 报，业绩涨势强劲，Robotaxi商业化加速。小马智行Robotaxi车辆总数已突破500台，预期年底超1000 台；公司二季度总营收达1.54亿元人民币（2150万美元），同比增长75.9%，环比增长53.5%，其中 Robotaxi乘客车费收入同比激增超3倍。截至二季度末，现金等价物及长短理财投资为53.56亿元人民币 （7.48亿美元）。 小马智行对Robotaxi量产的持续押注在二季度初见成果。多款第七代Robotaxi车型顺利通过多地严苛复 杂的智能网联汽车检验标准和测试要求，获批北京、上海、广州、深圳的L4级自动驾驶测试许可。第 七代车型已在四大一线城市开启公开道路上累计测试超200万公里，在城区、高速场景以及极端天气和 工况下，充分验证其L4级自动驾驶系统的安全性、稳定性。 通股重要股东。彭博社截止8月11日汇总的分析师评级显示，小马智行获得8个"买入"评级，未出现"卖 出"或"中性"评级。 在刚刚结束的2025上海世界人工智能大会（WAIC）期间，小马智行为大会观众提供了真实、可用、流 畅 ...

Kicking off Robotaxi Scaling-up, a Strong Validation of our Scalable Fully-Driverless Advantage NEW YORK, Aug. 12, 2025 (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 its unaudited financial results for the second quarter ended June 30, 2025. Dr. James Peng, Chairman and Chief Executive Officer of Pony.ai, commented, "This quarter marked a significant milestone in our journey tow ...

Core Insights - Beijing has officially entered the commercial pilot phase for "in-car unmanned" autonomous driving services, having passed significant milestones in road testing and demonstration applications [1] - The pilot program allows companies to provide regular paid autonomous driving services to the public, contingent upon meeting specific requirements outlined in the revised management guidelines [1] Group 1: Commercialization of Autonomous Driving - The launch of the "in-car unmanned" commercial pilot is expected to accelerate the innovation and development in the autonomous driving sector, transitioning from a safety driver model to fully unmanned operations [1][6] - The pilot program is built on extensive prior testing, which has established a solid foundation for commercial applications and provided valuable experience in passenger-carrying demonstrations [1][6] Group 2: User Experience and Service Details - The autonomous taxi service, operated by companies like Baidu and Pony.ai, has been well-received, with a reported user satisfaction rate exceeding 95% [6] - The operational area for the autonomous taxis spans 60 square kilometers, with a pricing structure that includes an initial fee of 18 yuan and a distance charge of 4 yuan per kilometer [3][6] Group 3: Safety and Regulatory Framework - The pilot phase will focus on assessing passenger safety risks, traffic environment risks, and the risks associated with autonomous driving functions [1][6] - Continuous monitoring and remote support from engineers are in place to ensure safety during both testing and commercial operations, allowing for immediate responses to any anomalies [6][7] Group 4: Future Developments - The next steps include expanding the operational area to 500 square kilometers and integrating autonomous driving services at key locations such as airports and train stations [6][7] - The regulatory framework will continue to evolve, emphasizing the assessment of companies' service capabilities and enhancing daily oversight and enforcement mechanisms [7]

Core Viewpoint - The commercialization of "driverless" autonomous driving technology is approaching, with companies like Baidu and Pony.ai actively testing and preparing for operations in designated areas like Beijing's Yizhuang [1][8]. Group 1: Autonomous Driving Technology - The "driverless" autonomous driving technology is transitioning from laboratory experiments to real-life applications, supported by government encouragement and increasing user acceptance [1][8]. - Baidu's autonomous driving system treats all orders equally, avoiding the "order picking" phenomenon common in traditional ride-hailing services [3][8]. - The safety of autonomous vehicles is emphasized, with Baidu adhering strictly to traffic regulations, as nearly 96% of traffic accidents are attributed to speeding or non-compliance with speed limits [3][8]. Group 2: User Experience and Acceptance - Users report a better experience with driverless Robotaxis compared to traditional ride-hailing services, citing comfort and simplicity in the booking process [2][3]. - The frequency of use among early adopters is high, with some users taking rides multiple times a week for commuting purposes [2][3]. Group 3: Industry Competition and Investment - Major tech companies like Huawei and Tencent are increasing their investments in autonomous driving, with Huawei's automotive business unit employing over 7,000 personnel, 70-80% of whom are focused on autonomous driving research [5][6]. - Tencent is developing cloud-based solutions tailored for the smart automotive industry, enhancing the infrastructure needed for autonomous driving [7][8]. Group 4: Regulatory Environment - The Chinese government is actively promoting the development of autonomous driving through various policies and regulations, with nearly 30 related policies announced in the first half of 2023 [8][9]. - New regulations are being established to manage data security and operational standards for autonomous vehicles, indicating a structured approach to integrating these technologies into urban environments [8][9]. Group 5: Future Outlook - The industry is nearing a tipping point for the commercialization of autonomous driving, with ongoing improvements addressing pain points and enhancing user experience [8][9]. - The potential for autonomous driving to transform urban mobility is recognized, with expectations for significant changes in how people travel in the future [8][10].