PONY-W's stock soared 5.61% during intraday trading on Wednesday, reflecting strong investor confidence.

The significant uptick is driven by the company's announcement at the 2026 Beijing Auto Show, where it projected that the total vehicle cost for its Robotaxis in the domestic market will drop below RMB 230,000 by 2027 as fleet operations scale up. Additionally, PONY-W plans to launch an overseas version of this model, targeting the deployment of over a thousand units in international markets. The company also highlighted that the cost of its L4 Robotaxi is already lower than the base model of Tesla's Model 3.

Supporting the positive outlook, a Huatai Securities research note indicated that PONY-W's seventh-generation Robotaxi has demonstrated robust performance, achieving average daily net revenue per vehicle of RMB 338 in Shenzhen and RMB 299 in Guangzhou, with an average of 23 orders per day. Analysts estimate that if vehicle costs fall below the projected threshold, depreciation pressure will decrease, potentially lifting the gross profit margin per vehicle to around 18%.