中国自动驾驶出租车板块：第三季度后思考-运营成果加速落地_ China Robotaxi Sector _Post-Q3 thought – accelerating operational achievements

ab 27 November 2025 Global Research First Read Both stocks retreated c30% during past month, amid shaking of market sentiment on AI. Yet both companies delivered some positive news earlier this week at their Q3 earnings – WeRide officially started commercial operation in Abu Dhabi with c150 vehicles and received passenger service permit in Switzerland; Pony announced city- wide UE breakeven in Guangzhou with <100 vehicles, at Rmb299 daily average revenue and 23 orders. Together with Baidu Apollo Go's 250k w ...