Pony AI Speeds Past Competitors, Commercializes Fully Driverless Vehicles
Pony AI Speeds Past Competitors, Commercializes Fully Driverless Vehicles
Shares of autonomous driving technology leader Pony AI Inc (NASDAQ:PONY) debuted on Nasdaq in November.
自动驾驶科技领导者Pony AI Inc（纳斯达克：PONY）的股票于11月份在纳斯达克上市。
The Fremont, California-based company has the largest fleet of Level 4 autonomous mobility, offering robotaxi and robotruck services across China, according to Goldman Sachs.
总部位于加利福尼亚州弗里蒙特的公司拥有最大的四级自动驾驶车队，提供机器人出租车和机器人货车服务，覆盖中国，来自高盛的报告显示。
Analyst Allen Chang initiated coverage of Pony AI with a Buy rating and a price target of $19.60.
分析师Allen Chang对Pony AI发起了买入评级，并设定了19.60美元的目标价。
The Pony AI Thesis: The company is the first to operate completely driverless robotaxis in four tier-1 cities in China, having obtained regulatory permits for providing robotaxi services to the general public, Chang said in the initiation note.
Pony AI的论点：该公司是第一家在中国四个一线城市完全无司机运营机器人出租车的企业，已获得向公众提供机器人出租车服务的监管许可证，Chang在启动报告中表示。
Check out other analyst stock ratings.
查看其他分析师的股票评级。
While competition is a concern, it will take time for other companies to develop a vehicle that does not need any safety drivers to offer a better riding experience to passengers versus traditional taxis, the analyst stated.
虽然竞争是一个关注点，但其他公司需要时间开发出不需要任何安全驾驶员的车辆，以便提供比传统出租车更好的乘坐体验，分析师表示。
"Besides, it also takes time to accumulate autonomous driving mileage / track record to earn the operation license from governments," he added.
此外，他补充道，积累自动驾驶里程/记录以获得政府的运营许可证也需要时间。
"Pony AI continues to make progress on robotaxi commercialization, and we expect a revenue CAGR of 27% in 2024-27E on ramp up of its robotaxi fleet operation and start of licenses fee contribution from robotaxi solutions, then a 158% CAGR over 2027-30E with accelerated scale expansion, driving EBITDA and NI to turn positive in 2030E," Chang further wrote.
Pony AI在机器人出租车商业化方面持续取得进展，我们预计在2024-27年期间，其机器人出租车车队运营的营业收入年复合增长率为27%，随后在2027-30年期间加速规模扩张，预计年复合增长率为158%，推动EBITDA和净收入在2030年转正，Chang进一步写道。
Price Action: Shares of Pony AI had risen by 4.48% to $13.75 at the time of publication on Monday.
价格走势：Pony AI的股价在周一的发表时上涨了4.48%，达到了$13.75。
Read More:
阅读更多：
- China's Robotaxi Firm Pony AI Looks To Diversify Supply Chain After Nasdaq Debut, Growing Competition With Tesla, Waymo, And Amazon
- 中国的无人驾驶出租车公司Pony AI希望在纳斯达克上市后多元化供应链，以应对与特斯拉、Waymo和亚马逊日益激烈的竞争。
Image: Shutterstock
图片：shutterstock
