According to a research report published by China Merchants Securities International, it covered the H shares of My Little Pony for the first time and gave it an “increase in holdings” rating, indicating that it is a pioneer in the L4 field, and its technology and commercialization capabilities have built a moat. Relying on world models and virtual driver technology, the company is deeply involved in the L4 field, and has also made substantial breakthroughs in commercial applications. In particular, the Robotaxi bicycle profit correction achieved in Guangzhou in the third quarter of last year marked a phased milestone in commercialization. The bank said that with its first-mover advantage and position in the industry, the company occupies an important market share in the field of autonomous travel services and autonomous trucks. With the accelerated deployment of seventh-generation models and the expansion of the fleet size, the strong growth momentum is expected to continue.

Zhitongcaijing · 5d ago
According to a research report published by China Merchants Securities International, it covered the H shares of My Little Pony for the first time and gave it an “increase in holdings” rating, indicating that it is a pioneer in the L4 field, and its technology and commercialization capabilities have built a moat. Relying on world models and virtual driver technology, the company is deeply involved in the L4 field, and has also made substantial breakthroughs in commercial applications. In particular, the Robotaxi bicycle profit correction achieved in Guangzhou in the third quarter of last year marked a phased milestone in commercialization. The bank said that with its first-mover advantage and position in the industry, the company occupies an important market share in the field of autonomous travel services and autonomous trucks. With the accelerated deployment of seventh-generation models and the expansion of the fleet size, the strong growth momentum is expected to continue.