Core Viewpoint - Pony.ai has achieved single-vehicle profitability in Guangzhou with its seventh-generation Robotaxi, indicating a significant milestone in its commercial operations and scaling plans [2] Group 1: Financial Performance - The company reported an average daily revenue of 299 yuan per vehicle [2] - The stock price increased by 9.46% to 126.10 HKD, with a trading volume of 60.61 million HKD [2] Group 2: Operational Expansion - By the end of 2025, the fleet size is expected to exceed 1,000 vehicles, with a target of expanding to 3,000 vehicles by 2026 [2] - The long-term goal is to achieve an operational scale of 100,000 vehicles by 2030 [2] Group 3: Technological Advancements - The profitability in Guangzhou is supported by technological breakthroughs and cost optimizations in the seventh-generation Robotaxi [2] - The cost of the autonomous driving kit has decreased by over 70% compared to the previous generation [2] - The seventh-generation models are produced in collaboration with major manufacturers such as GAC, BAIC, and GAC Toyota, ensuring cross-model compatibility of technology solutions [2] Group 4: Business Model - Pony.ai has officially launched a light-asset cooperation model to accelerate the commercialization of autonomous driving [2] - The company is transitioning from "technology validation" to "scale profitability" through partnerships with global collaborators [2]
小马智行-W午前涨超9%报126.10港元，股价创上市来新高！公司第七代Robotaxi规模化投放，已在广州实现单车盈利