文远、小马世纪和解:敲钟现场握手 然后双双破发
Di Yi Cai Jing·2025-11-06 09:35

Core Insights - Both Xiaoma Zhixing and Wenyuan Zhixing listed on the Hong Kong Stock Exchange on November 6, with share prices falling over 9% on their debut [2][4] - A dispute arose between the two companies regarding allegations of false claims made by Xiaoma Zhixing against Wenyuan Zhixing, which was publicly addressed by Wenyuan's CFO [2][6] - The two CEOs appeared together at the listing ceremony, indicating a resolution to their previous conflicts [3] Company Performance - Xiaoma Zhixing issued 48.249 million shares at a price of 139 HKD per share, raising approximately 6.707 billion HKD, while Wenyuan Zhixing issued 88.25 million shares at 27.1 HKD, raising around 2.39 billion HKD [4] - Both companies reported significant losses, with Xiaoma Zhixing's net losses projected at 148 million USD, 125 million USD, and 274 million USD from 2022 to 2024, and Wenyuan Zhixing's losses at 1.299 billion CNY, 1.949 billion CNY, and 2.517 billion CNY over the same period [5] Market Competition - The autonomous driving industry is entering a critical phase of commercialization, with increasing competition among companies [6] - Wenyuan Zhixing claims to have a fleet of over 700 Robotaxi vehicles and has been providing services in multiple cities, countering Xiaoma Zhixing's assertions of limited operations [6] - The Robotaxi market is projected to reach 66.6 billion USD by 2030 and 352.6 billion USD by 2035, indicating significant growth potential [7]