Regarding Pony.ai and WeRide, I’ve conducted some research and analysis for your reference. First, the conclusion: In the Robotaxi sector, Pony.ai has greater growth potential, while WeRide may struggle to gain upward momentum. 1. Core Business Pony.ai’s core business is software programming, whereas WeRide’s is automotive manufacturing. The former has lower marginal costs, offering more room for imagination in the investment market. From their current operations, Pony.ai is more focused. It concentrates on the rapidly growing Robotaxi sector while also developing Robotruck, targeting China and the U.S. WeRide is more diversified, with five business lines: Robotaxi, Robobus (autonomous minibuses), Robovan (autonomous delivery vehicles), Robosweeper (autonomous sanitation vehicles), and ADA
Pony.ai and WeRide plan to go to Hong Kong for secondary listing
Pony.ai and WeRide plan to conduct secondary listings in Hong Kong, which are still in the initial stage of discussion. Pony.ai is a pioneer in the field of Robotaxi, listed on Nasdaq last year, while WeRide is an autonomous driving startup. This plan is expected to accelerate the commercialization of the two companies, expand financing channels, and increase brand exposure. As an international financial center, the Hong Kong stock market has a mature and perfect capital market and legal system, attracting more and more mainland enterprises. The plan helps advance the globalization strategies of Pony.ai and WeRide.