小马智行、文远知行齐奔港股 Robotaxi商业化进入关键拐点

Group 1 - The China Securities Regulatory Commission has confirmed the overseas listing registration of autonomous driving company Pony.ai, which plans to issue no more than 102.1 million ordinary shares and list on the Hong Kong Stock Exchange [2] - Another leading autonomous driving company, WeRide Inc., has also received an overseas listing registration notice, intending to issue no more than 102.4 million ordinary shares for listing on the Hong Kong Stock Exchange [2] - Industry analysis suggests that leading autonomous driving companies are pursuing "dual listings" to broaden financing channels and enhance recognition in international capital markets, especially as the commercialization of Robotaxi is still in its early stages [2] Group 2 - Pacific Securities predicts that with the continuous decline in the costs of sensors, computing chips, and vehicle manufacturing, the cost per kilometer for Robotaxi is expected to drop to 2.1 yuan by 2026 and further to 1 yuan by 2030 [3] - By 2030, the market size for Robotaxi in China is expected to exceed 2.93 trillion yuan, making it one of the most commercially viable segments in autonomous driving applications [3]