小马智行(PONY)今日盘中大涨6.9%,引起了市场的广泛关注。这主要得益于无人驾驶出租车业务的有利因素。
政策利好,为Robotaxi商业化营造环境。近期北京和广州地区将推出自动驾驶相关条例,为无人驾驶车辆的商业化运营营造了有利政策环境,这将推动小马智行在国内主要城市推广Robotaxi服务。
硬件成本显着下降,有利于商业模式可行性。小马智行计划在2025年推出新一代硬件车型,硬件成本将较前代下降60%-70%。成本的大幅降低有助于公司提升商业模式的可行性。
大规模运营计划,力求实现盈亏平衡。公司计划2025年实现千台车的规模运营,证明无人驾驶出租车商业化的可行性,并力争在该规模实现盈亏平衡。
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