Pony.ai 采用资产轻型策略推动无人驾驶出租车增长

中国自动驾驶技术公司 Pony.ai 正在押注“资产轻型”策略和新一代低成本无人驾驶汽车,以推动其无人驾驶出租车业务的增长,该公司预计到 2030 年实现盈亏平衡。该模式下,Pony.ai 将与第三方公司合作,后者负责资助其无人驾驶出租车车队的部署。最近,该公司与在中国 180 多个城市运营的 Sunlight Mobility 扩大了合作,在广州部署初始车队。

总部位于广州的 Pony.ai 是一家中国自动驾驶技术公司,该公司选择不直接拥有车队,而是通过销售无人驾驶汽车、许可自动驾驶技术和车队管理专长来收取费用,并从车费中抽取分成。这种资产轻型模式旨在实现更高效的车队扩张,正如首席财务官 Leo Wang Haojun 周四所述:“我们预计资产轻型模式将使我们的[车队]扩张更高效。”

上个月,Pony.ai 与中国网约车公司 Sunlight Mobility 扩大了合作,该公司在中国超过 180 个城市运营。他们将在广东省会广州部署初始无人驾驶出租车车队,使用 Pony.ai 的第七代车辆,计划在年底前推出,并扩展到更多中国城市。

Pony.ai 最近宣布,其在广州的单车基础已实现盈亏平衡,这一消息吸引了更多出行运营商的合作兴趣。Wang 表示,这验证了该模式,并表明无人驾驶出租车商业化的可持续性日益增强。该公司还与 GAC Group、Toyota 和 BAIC Group 等伙伴合作,并在香港、新加坡、深圳和北京等地推进服务,但重点仍在中国大陆扩张。

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Tesla Model Y Robotaxi in Austin streets showcasing new features like cleaning fees and accessibility updates.
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Tesla updates Robotaxi service with new features and fees

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Tesla has launched an updated Robotaxi website and introduced cleaning fees for its autonomous rides, signaling imminent expansion. The company is currently offering rides in Austin, Texas, using Model Y vehicles, while preparing Cybercab for future deployment. A new video highlights accessibility efforts in the service.

Following the December 2025 launch of unsupervised robotaxi tests in Austin, Tesla's ambitions draw analyst forecasts of 1 million units by 2035 and stock gains, amid plans for Cybercab production.

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Tesla executives detailed during their Q4 and FY 2025 earnings call how the company plans a comprehensive robotaxi service that accommodates various passenger needs without relying solely on the two-seater Cybercab. The service will leverage the Cybercab for most trips, supplemented by Model Y vehicles and the Robovan for larger groups. Production of the autonomous Cybercab is set to begin in April 2026.

Elon Musk stated that Tesla will roughly double its robotaxi fleet in Austin next month, increasing it from about 30 vehicles to around 60. This comes amid user complaints about long wait times and high demand making the service nearly unusable. The expansion falls far short of Musk's earlier goal of 500 vehicles by the end of 2025.

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Tesla has begun notifying users via its Robotaxi app about the addition of more vehicles to the ride-hailing service in the Bay Area. The update encourages riders to summon their next trip with the expanded fleet.

Elon Musk's bold predictions for Tesla's robotaxi service and full self-driving technology largely failed to materialize by the end of 2025. While a limited launch occurred in Austin, safety drivers persisted, and expansion fell far below expectations. Looking ahead, Musk anticipates widespread robotaxi deployment in 2026.

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Following initial driverless trials in Austin, Tesla faces scrutiny over higher crash rates in its robotaxi fleet while analysts forecast significant growth, as the company pushes toward unsupervised public deployment.

 

 

 

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