小马智行(PONY)今日盘前股价大涨5.09%,市场聚焦其无人驾驶出租车(Robotaxi)业务前景。
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政策环境,这有利于小马智行在国内主要城市推广Robotaxi服务。
同时,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,加上公司计划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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