• CharlieSaudCharlieSaud
        ·2025-05-01

        Investment Diary, 29 Apr 2025 Pony.ai & WeRide

        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
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        Investment Diary, 29 Apr 2025 Pony.ai & WeRide
      • CharlieSaudCharlieSaud
        ·2025-05-01

        Investment Diary, 29 Apr 2025 Pony.ai & WeRide

        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
        2.42KComment
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        Investment Diary, 29 Apr 2025 Pony.ai & WeRide