HK Stock Market Move | PONY-W (02026) has risen over 5% during the trading session, with Robotaxi revenue in the first half exceeding last year's total. The fleet size is nearing 2,000 vehicles.

PONY-W (02026) rose over 5% during the session, and as of the time of writing, it is up 4.06%, priced at HKD 59, with a transaction volume of HKD 34.9496 million. In terms of news, Pony.ai recently released its performance report, indicating total revenue of 246 million yuan in the second quarter, a year-on-year increase of 68.8%. For the first half of the year, the cumulative total revenue reached 478 million yuan, up 98.9% year-on-year. In the second quarter, Robotaxi revenue was 81.92 million yuan, a year-on-year increase of 691.2% and a quarter-on-quarter increase of 40.9%, accounting for about one-third of total revenue. Passenger fare revenue grew by 849.3% year-on-year, with Robotaxi revenue for the first half of the year being approximately 140 million yuan, surpassing the estimated annual revenue of around 116 million yuan for 2025. As of the end of June this year, the Robotaxi fleet has reached 1,975 vehicles, steadily moving towards the goal of exceeding 3,500 vehicles by the end of 2026. Currently, the seventh-generation Robotaxi models, built on three vehicle types from BAIC, GAC, and Toyota, have all been put into daily service. The company is accelerating its overseas expansion based on a co-built fleet model, with overseas deployment plans totaling over 4,000 Robotaxis, including a partnership with Uber to deploy over 2,000 vehicles in five cities across Europe.