周五,小马智行(PONY.US)涨逾9%,报17.68美元。消息面上,小马智行CEO彭军于近日的采访中表示,2025年将是Robotaxi进入规模化量产的关键年份,小马智行计划在今年安排1000辆车辆投产,届时整车毛利率有望实现正值。“目前的进展表明,我们已经不再每投入一辆车就亏损一笔钱,而是基本可以做到每辆车投放后不亏本。”在未来三年内,小马智行计划部署上万辆自动驾驶出租车。他预测,到2030 年,中国一线城市中,每辆Robotaxi的年收入将达到数十万元,而运营成本则将比当前下降70%。
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