Core Viewpoint - Pony.ai has achieved single-vehicle profitability in Guangzhou with its seventh-generation Robotaxi, indicating a significant milestone in its journey towards commercializing autonomous driving [1] Financial Performance - As of the latest report, Pony.ai's stock price increased by over 10%, currently trading at 125.1 HKD with a transaction volume of 53.67 million HKD [1] - Daily revenue per vehicle has reached 299 RMB, showcasing the financial viability of its operations [1] Operational Expansion - The company plans to scale its fleet to over 1,000 vehicles by the end of 2025 and aims to expand to 3,000 vehicles by 2026, with a long-term goal of operating 100,000 vehicles by 2030 [1] - Pony.ai has initiated a light-asset cooperation model to accelerate the commercialization of autonomous driving, partnering with global entities [1] Technological Advancements - The profitability in Guangzhou is supported by technological breakthroughs and cost optimizations in the seventh-generation Robotaxi, which will be unveiled at the 2025 Shanghai Auto Show [1] - The cost of the autonomous driving kit has decreased by over 70% compared to the previous generation, achieved through deep collaborations with major manufacturers [1] - Three models of the seventh-generation vehicle have been produced, sharing a unified autonomous driving kit that includes the same radar, cameras, and L4-level software system to ensure consistent driving capabilities [1]
港股异动 | 小马智行-W(02026)再涨超10% 公司已在广州实现单车盈利 目前第七代车型已投产两款