Core Viewpoint - The approval of the first batch of L3 conditional autonomous driving vehicle licenses in China marks a significant step towards the commercialization of L3 autonomous driving technology, positively impacting companies like Pony.ai [1] Group 1: Company Performance - Pony.ai's revenue for the first three quarters of the year reached $60.876 million, representing a year-on-year growth of 54.1% [1] - Revenue from autonomous ride-hailing services (Robotaxi) amounted to $9.95 million, showing a substantial year-on-year increase of 111.7% [1] - The technology licensing and application business generated $23.443 million in revenue, a remarkable year-on-year growth of 216.8% [1] - Revenue from autonomous trucking services remained stable at $27.483 million, roughly unchanged from the same period last year [1] Group 2: Future Outlook - Pony.ai's management anticipates that the company may achieve breakeven before 2030, driven by the vision of expanding its Robotaxi fleet to over 100,000 vehicles by 2030 [1] Group 3: Industry Development - The first L3 level conditional autonomous driving vehicles approved for road testing are the Changan SC7000AAARBEV and the Arcfox BJ7001A61NBEV, which will be piloted in Beijing and Chongqing [1] - This development signifies a transition from testing phases to commercial applications for L3 autonomous driving technology in China [1]
小马智行(PONY.US)涨近4% 我国首批L3级自动驾驶车型产品获得准入许可