Core Viewpoint - The core shareholders of Pony.ai, including strategic investors like Toyota and various international funds, have expressed no immediate plans to reduce their holdings after the lock-up period ends on May 26, indicating confidence in the company's long-term value and growth potential in the autonomous driving sector [1][2]. Group 1: Shareholder Actions and Market Sentiment - Pony.ai's founders voluntarily extended the lock-up period, marking a significant commitment to the company's long-term value and signaling strong alignment between management and shareholder interests [2]. - Over 70% of Pony.ai's shareholders have confirmed they will not reduce their holdings, which is seen as a positive signal for the market regarding the scarcity of quality investment opportunities [1][2]. Group 2: Business Performance and Growth Potential - Pony.ai's Robotaxi service has shown strong operational performance in major cities, with a 200% year-on-year revenue growth in the Robotaxi segment, contributing significantly to the overall revenue increase [3]. - The company is transitioning from R&D to scaling operations, with its seventh-generation Robotaxi system achieving a 70% cost reduction compared to previous models, positioning it well for commercial success [1][3]. Group 3: Market Position and Future Outlook - Pony.ai is recognized as a pioneer in the global autonomous driving market, having launched China's first Robotaxi service and obtained operational licenses in major cities [2]. - The company raised $299 million in its IPO, setting a record for the largest IPO in the U.S. autonomous driving sector in 2024, with total fundraising reaching approximately $452 million [3].
小马智行解禁期到来 Pre-IPO投资人主动持仓管理