高盛:看好小马智行(PONY.US)自动驾驶出租车业务扩张 维持“买入”评级

智通财经
10 Jan

智通财经APP获悉,高盛发布研报称,小马智行(PONY.US)在中国一线城市的自动驾驶出租车业务正在稳步扩张,车辆和ADK成本的降低有望改善盈利能力,同时公司正逐步从自动驾驶出租车运营商转型为软件供应商,其SaaS业务模式具有广阔的市场前景。看好该公司并维持“买入”评级。

公司管理层称,对公司在2025年实现扩大自动驾驶出租车车队的规模预期乐观,预计车辆和自动驾驶套件(ADK)的成本将有所下降。这一预期主要基于以下几点:1)通过强化世界模型训练提升了虚拟驾驶员的能力;2)与北汽蓝谷、广汽埃安和丰田的合作促进了新车型的大规模生产;3)公司网约车合作伙伴网络的持续扩展有助于降低客户获取成本。

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