中概股回流提速，自动驾驶“双子星”同日登陆港股

Group 1: Core Insights - The Hong Kong stock market will see four new listings on November 6, including autonomous driving companies Pony.ai and WeRide, marking them as the second and third Chinese concept stocks to achieve dual listings in Hong Kong and the U.S. this year after Hesai's return on September 16 [1] - WeRide's final offering price is set at HKD 27.10 per share, while Pony.ai's is HKD 139 per share, with pricing considerations based on the closing price of American Depositary Shares on October 31 [1] Group 2: WeRide's IPO Details - WeRide's IPO raised a net amount of approximately HKD 29.32 billion, with 40% allocated for developing autonomous driving technology stack, another 40% for accelerating commercial production of L4 fleet, and 10% for marketing and operational expenses [2] - The company has attracted investments from notable firms such as Uber, Grab, and Bosch during its IPO [2] Group 3: WeRide's Market Position - Founded in 2017, WeRide is a global pioneer in L4 autonomous driving, operating in over 30 cities across 11 countries, and holds the largest L4 autonomous vehicle fleet globally with over 1,500 vehicles, including more than 700 Robotaxis [3] - WeRide ranks second globally in revenue generated from L4 autonomous driving on urban roads, capturing a market share of 21.8% according to Zhaoshang Consulting [3] Group 4: Pony.ai's IPO Details - Pony.ai's IPO raised a net amount of approximately HKD 71.94 billion, with 50% allocated for market entry strategies and 40% for ongoing investment in L4 autonomous driving technology [4] - The IPO attracted five cornerstone investors who collectively subscribed to USD 120 million (approximately HKD 93.2 million) of the offering shares [4] Group 5: Pony.ai's Market Position - Established in 2016, Pony.ai provides autonomous driving technology and solutions in the mobility and logistics sectors, operating a fleet of over 720 self-owned Robotaxis and more than 170 self-owned and leased autonomous trucks [4] - The company is one of the few to achieve fully autonomous operations and is the only one to have commercialized Robotaxi services in major Chinese cities [4]