Core Viewpoint - Pony.ai, a leading global autonomous driving company, is experiencing a positive market response with a 2.4% pre-market increase in its stock price, driven by significant milestones expected in 2025, including its Hong Kong listing and achieving profitability for its Robotaxi in Guangzhou [1] Group 1: Company Developments - Pony.ai is set to complete its Hong Kong listing and launch its 7th generation Robotaxi in 2025, marking a pivotal year for the company [1] - The company projects to reach a scale of approximately 100,000 vehicles by around 2030 [1] Group 2: Market Insights - According to Guosen Securities, the penetration rate of L2/L2+ autonomous vehicles is expected to continue rising, leading to a decrease in the cost of related smart driving components [1] - The commonality between L4 and L2/L2+ components is anticipated to further reduce the costs of L4 autonomous driving hardware, with Robo-X expected to reach a significant milestone in 2026 [1] Group 3: Market Potential - By 2030, the global L4 market is projected to exceed trillions, with the domestic taxi and ride-hailing market size estimated at 236 billion annually [1] - In 2025, Robotaxi is expected to account for 0.6% of the shared mobility market [1] Group 4: Competitive Landscape - The report suggests monitoring players entering the market for Robotaxi, Robovan, Robotruck, Robobus, and Robosweeper [1]
小马智行盘前涨2.4% 券商预计2026年L4迎元年时刻