Group 1 - The core point of the article highlights that Pony.ai's seventh-generation Robotaxi is equipped with an L4 automotive-grade domain controller, which has accumulated over 2 million kilometers of testing [1]

Core Viewpoint - Pony.ai is leveraging its core Robotaxi business to drive scalable commercial deployment, as evidenced by its Q1 2025 financial results showing significant growth in revenue and user base [1][2]. Financial Performance - In Q1 2025, Pony.ai reported total revenue of 102 million RMB, a year-on-year increase of 12% [1]. - The Robotaxi business generated revenue of 12.3 million RMB, marking a substantial year-on-year growth of 200%, with passenger fare revenue increasing by 800% [1][2]. Business Expansion - The commercial operation of Robotaxi has expanded to major cities including Beijing, Shanghai, Guangzhou, and Shenzhen, covering over 2,000 square kilometers, which is 20 times the area of San Francisco [1]. - The user base for Robotaxi services grew by over 20% quarter-on-quarter, indicating effective operational strategies [1]. Technological Advancements - Pony.ai's seventh-generation Robotaxi features significant cost reductions, with hardware costs decreasing by 70% and the cost of onboard computing units dropping by 80% [2]. - The new L4 autonomous driving system utilizes automotive-grade components, ensuring reliability and durability with a lifespan of 10 years or 600,000 kilometers [2][3]. Safety and Reliability - The L4 fleet has accumulated 500,000 hours of fully autonomous driving operation, demonstrating a safety level 10 times higher than human drivers [3]. - The system includes over 20 redundancy designs to enhance fault tolerance, ensuring stable operation [3]. Production and Partnerships - Pony.ai aims to expand its Robotaxi fleet to 1,000 vehicles by the end of 2025, supported by collaborations with Toyota, BAIC, and GAC to reduce marginal costs through pre-production models [3][4]. - A joint venture with Toyota and GAC has been established with an investment of 1 billion RMB to develop the first seventh-generation Robotaxi model [4]. International Strategy - Pony.ai is pursuing an international strategy, having formed a global partnership with Uber to launch services in the Middle East, leveraging Uber's 60 million monthly active users [5]. - The company has also established collaborations with various domestic and international ride-hailing services to create a diversified commercial ecosystem [5]. Future Outlook - With the mass production of the seventh-generation Robotaxi and the expansion of the fleet, Pony.ai is positioned to further reduce costs and enhance service quality, solidifying its leadership in the autonomous driving sector [5].

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Core Insights - The first batch of vehicles is set to be operational in the second half of 2025 [1] - The launch of the seventh-generation Robotaxi family marks a significant milestone for the company in advancing L4 autonomous driving technology [3][5] Group 1: Product Development - The seventh-generation Robotaxi models feature six types of mass-production sensors, including 9 LiDARs, 14 cameras, 4 millimeter-wave radars, and additional sensors for comprehensive 360° detection within a 650-meter range [3][5] - The new Robotaxi models utilize 100% automotive-grade components, resulting in a 70% reduction in the total cost of the autonomous driving suite compared to previous generations [5][6] - The core costs of the autonomous driving suite, particularly the onboard computing unit and LiDAR, have seen significant reductions, with costs for the computing unit dropping by 80% and LiDAR costs decreasing by 68% [6] Group 2: Strategic Partnerships and Collaborations - The company initiated the "Kunlun" project in 2023, completing the entire process from development to production and operational deployment of the new generation Robotaxi [7] - A joint venture with Toyota China and GAC Toyota was established with an investment of 1 billion yuan to develop the first seventh-generation Robotaxi model [7] - The company has announced partnerships with BAIC New Energy and GAC Aion for the mass production of Robotaxis, introducing new models such as the BAIC Arcfox Alpha T5 Robotaxi and GAC Aion Tyrannosaurus Robotaxi [7] Group 3: Future Outlook - The CEO stated that 2025 will be a pivotal year for the mass production of Robotaxis, marking the realization of the "Kunlun" project [9] - The seventh-generation autonomous driving system is also expected to be applied to autonomous trucks in the future [9]

本报记者 龚梦泽 在2025年上海车展上，小马智行联合创始人兼CEO彭军携第七代Robotaxi（无人驾驶出租车）高调亮相，宣布这一代车型 将于今年下半年正式投入运营，并首次明确公司有望在2028年实现集团层面盈亏平衡。这一时间表的提出，标志着中国自动驾 驶行业从技术验证迈向规模商业化的关键转折。 "2025年是Robotaxi量产元年，也是小马智行Robotaxi量产计划——昆仑计划成果落地的一年。"彭军对《证券日报》记者表 示，目前已有三款车型完成路测，处于试生产阶段，今年夏天将开启常规化生产。 前装量产成本骤降70% 开启Robotaxi规模化落地 据了解，小马智行搭载第七代自动驾驶系统方案的Robotaxi车型拥有100%车规级零部件。彭军表示，自动驾驶套件成本 中，核心成本是车载计算单元和激光雷达。得益于产业链的成熟和技术迭代，从第六代到第七代系统，车载计算单元成本下降 了80%，激光雷达的成本下降了68%，第七代系统的整体成本较上一代大幅降低70%，"具体的成本数据将在未来两个月公布， 但可以肯定的是，这一代产品已经达到了大规模量产的临界点。" 成本骤降的背后是技术路线与产业链协同的深度优化。彭军 ...

首批车型将在2025年下半年投入运营。 本文为IPO早知道原创 作者｜ Stone Jin 微信公众号｜ipozaozhidao 据 IPO早知道消息， 小马智行于 2025上海车展举办"向新而行"新闻发布会，全球首发第七代车规级 自动驾驶软硬件系统方案，三款第七代Robotaxi家族量产车型也首次集体对外亮相，开启量产征 程。 这也成为小马智行继 2024 年 11月成为"全球Robotaxi第一股"后，加速推进L4 Robotaxi量产和服 务落地的重要里程碑，以领先之姿为行业定义L4级自动驾驶的发展范式。 据介绍， 小马智行搭载第七代自动驾驶系统方案的 Robotaxi车型拥有100%车规级零部件，自动驾 驶套件总成本较前代下降70%、平台化适配设计的三大亮点，并成为全球首个基于车规级芯片实现 L4级全场景无人驾驶能力的系统方案。目前基于小马智行PonyWorld世界模型技术基座，小马智行 L4级Robotaxi车队已经实现50万小时全场景、全天候、全无人运营，其安全性比人类驾驶高出10 倍。 小马智行 CEO彭军发布第七代Robotaxi 开启 L4级自动驾驶量产 小马智行联合创始人、 CEO 彭军在 ...