Core Viewpoint - Pony.ai has achieved single-vehicle profitability in Guangzhou with its seventh-generation Robotaxi, marking a significant milestone in its commercialization efforts [1] Group 1: Financial Performance - The company reported an average daily revenue of 299 yuan per vehicle [1] - The stock price increased by 6.29%, reaching 123.4 HKD, with a trading volume of 765,100 HKD [1] Group 2: Growth Plans - 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 [1] - The long-term goal is to achieve an operational scale of 100,000 vehicles by 2030 [1] Group 3: Technological Advancements - The profitability in Guangzhou is supported by technological breakthroughs and cost optimization from the seventh-generation Robotaxi [1] - The company is recognized as a pioneer in the L4 autonomous driving sector, leveraging world models and virtual driver technology [1] Group 4: Market Position - According to招商证券, Pony.ai's early mover advantage and industry position allow it to capture significant market share in autonomous ride-hailing and freight services [1] - The acceleration of the deployment of the seventh-generation vehicles is expected to sustain strong growth momentum [1]
港股异动 | 小马智行-W(02026)高开逾6% 年底车队将突破千辆 机构看好公司自驾领域占据重要市场份额