Core Insights - MSCI announced its quarterly index adjustments for February 2026, adding 63 stocks and removing 61, including 9 A-shares [2] - The MSCI China Index added 37 constituent stocks, comprising 4 Hong Kong stocks and 33 A-shares, focusing on sectors like hard technology, semiconductors, digital economy, and strategic resources [2] - Pony.ai became the first and only autonomous driving company included in the index, indicating recognition of its business model and long-term value by international capital markets [2] Company Highlights - Pony.ai completed its listing on the Hong Kong Stock Exchange in November 2025, and its inclusion in the MSCI index occurred just three months post-listing, marking a significant milestone in operational performance and investor interest [5] - Following its inclusion, passive funds tracking the MSCI index will be required to invest in Pony.ai, providing a continuous influx of capital and establishing a long-term connection with international capital markets [5] - The CEO of Pony.ai stated that the Robotaxi industry has entered a new phase of large-scale production and commercialization, with the company focusing on operational capabilities and capital efficiency [5] Industry Developments - Pony.ai is the first company in China's four major first-tier cities to obtain full autonomous Robotaxi operation licenses, demonstrating steady progress in commercialization [5] - As of December 31, 2025, Pony.ai's Robotaxi fleet reached 1,159 vehicles, exceeding its annual deployment target [5] - The recent launch of the mass-produced Platinum Smart 4X Robotaxi marks a significant breakthrough in the company's scaling and operational capabilities, supporting future service network expansion and operational efficiency [5]
小马智行跻身MSCI中国指数，成首家自动驾驶成分股