According to media reports, autonomous driving unicorn company Pony.ai may go public in the United States as early as September this year. It was established in 2016 and its main business includes autonomous driving travel services, autonomous driving trucks, passenger vehicle intelligent driving, etc. The company has research and development centers worldwide, including Silicon Valley, Beijing, Shanghai, Guangzhou, and Shenzhen and has obtained autonomous driving testing and operation qualifications and licenses in many places in China and the United States.

Minsheng Securities believes that the commercialization of Robotaxi has reached a turning point, and China and the United States are in the industry's first echelon. Robotaxi provides L4-L5 autonomous driving services, combining autonomous driving and ride sharing to achieve high safety and clear cost paths, potentially opening up long-term market space. Overseas, Tesla leads the industrialization process, and its advanced intelligent driving technology continues to break through. FSD V12 has achieved "end-to-end autonomous driving," and Robotaxi will be released in October, becoming a potential catalyst for the sector.

According to the Financial Data Center, among related listed companies:

Zhongtong Bus Holding's smart driving bus has already achieved demonstration operation on specific roads in open areas. The company completed the development of the new-generation L4-level smart driving bus in 2020.

Youon Technology has obtained a "network reservation taxi operating license." The company had announced in 2020 that it had established a subsidiary for the development of self-driving vehicles and its product technology is undergoing in-depth design. Samples will be tested soon and commercial operations will be launched regionally once conditions are ripe.