Core Viewpoint - Pony.ai has achieved single-vehicle profitability in Guangzhou, with daily revenue per vehicle reaching 299 yuan, supported by the launch of its seventh-generation Robotaxi and cost optimization strategies [1] Group 1: Financial Performance - As of the latest report, Pony.ai's stock has increased by over 10%, currently trading at 125.1 HKD with a transaction volume of 53.67 million HKD [1] - The company aims to expand its fleet to over 1,000 vehicles by the end of 2025 and to 3,000 vehicles by 2026, with a long-term goal of reaching an operational scale of 100,000 vehicles by 2030 [1] Group 2: Technological Advancements - The profitability in Guangzhou is primarily driven by technological breakthroughs and cost reductions in the seventh-generation Robotaxi, which will be officially launched at the 2025 Shanghai Auto Show [1] - The cost of the autonomous driving kit for the seventh-generation model has decreased by over 70% compared to the previous generation, achieved through deep collaborations with major manufacturers such as GAC, BAIC, and GAC Toyota [1] Group 3: Strategic Partnerships - Pony.ai has initiated a light-asset cooperation model, partnering with global collaborators to accelerate the commercialization of autonomous driving, marking a critical transition from "technology validation" to "scale profitability" [1] - The seventh-generation models share a unified autonomous driving kit, including the same radar, cameras, and L4-level software system, ensuring consistent driving capabilities across different vehicle models [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...