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Pony.ai’s autonomous-driving distance tops 100m km as China scales up L4 commercialization_我的网站

少年四大名捕

A | 新加坡总理兼财政部长黄循财在8月23日的记者会上，接受记者提问。

B | （联合早报） 作者许耀泉进入正题前，先谈谈两件看似风马牛不相及的事。

Chinese autonomous driving firm Pony.ai launched commercial robotaxi services in Zagreb, Croatia on April 8. Photo:Courtesy of Pony.ai
Chinese autonomous-driving company Pony.ai said on Monday that its cumulative autonomous-driving distance worldwide has surpassed 100 million kilometers, marking the latest milestone as China's driverless sector moves from technology validation toward mass production and scaled commercial deployment.
The milestone comes as L4 autonomous driving gains commercial traction across passenger transport and logistics in China, while Chinese companies are accelerating overseas deployment through partnerships with local operators in markets including Europe and Southeast Asia.
Industry experts said that the significance goes beyond rising distance. As commercialization gathers pace, the next phase of competition will increasingly hinge on whether autonomous-driving technology can be deployed at scale, brought down to commercially viable costs and replicated across different transport scenarios and markets.
At a recent media briefing, Pony.ai said that its fourth-generation L4 autonomous electric heavy-duty truck had entered mass production, with commercial operations expected to begin in the coming months. The company plans to deploy 500 to 1,000 trucks over the next two to three years across long-haul freight, bulk cargo transport and port logistics.
A notable part of that transition is the sharp decline in costs. Autonomous-driving hardware costs for Pony.ai's fourth-generation heavy truck are about 70 percent lower than for the previous generation, according to the company.
Similar cost reductions are also emerging in robotaxis. Pony.ai said on its official blog that the bill-of-materials cost of the autonomous-driving kit for its seventh-generation robotaxi has fallen 70 percent from the previous generation, helping the company achieve unit-economics breakeven in Guangzhou and Shenzhen, South China's Guangdong Province.
China's autonomous-driving sector is moving from technology validation to large-scale commercial deployment, underpinned by the rapid accumulation of real-world driving data, Pan Helin, a member of the Expert Committee for the Ministry of Industry and Information Technology, told the Global Times on Monday.
"Continuous road testing allows L4 systems to better adapt to local traffic conditions, laying the groundwork for wider commercial use," Pan said.
China has opened multiple cities to autonomous-driving applications, with commercialization gathering pace. As deployment expands and marginal technology costs fall, autonomous driving is expected to unlock significant commercial value and emerge as a new form of mobility, veteran industry analyst Liu Dingding told the Global Times.
Pony.ai aims to expand its robotaxi fleet to more than 3,000 vehicles by the end of 2026 and operate in 20 cities worldwide, with nearly half of those cities overseas. It also plans to develop an international version of its seventh-generation robotaxi tailored to different regulatory requirements and infrastructure, supporting the deployment of more than 1,000 vehicles in overseas markets.
Pony.ai's ambition also reflects a broader push by Chinese autonomous-driving companies to expand overseas.
On August 3, WeRide announced a partnership with Danish shared-mobility platform GreenMobility to deploy autonomous ride-hailing services in Denmark, marking its first entry into the Nordic region and sixth European market. Subject to regulatory approval, the service is expected to open to the public in the first half of 2027 using WeRide's latest GXR L4 robotaxi.
WeRide said on its website that its autonomous-driving products are now deployed in more than 40 cities across 12 countries. The company holds autonomous-driving permits in eight markets and operates a global L4 fleet of more than 3,000 vehicles.
A similar expansion is taking place in public transport. On July 17, Chinese autonomous-driving company MOGOX announced a strategic partnership with Singapore-based ComfortDelGro Bus. The two companies will cooperate on autonomous-vehicle deployment and operations, commercial expansion and coordination with regulators.
Pan said that China's autonomous-driving sector has two key advantages: a broad supplier base for major components and a large domestic market that allows companies to deploy services widely and accumulate real-world data. Advances in simulation and synthetic-data technologies have further strengthened the sector's ability to train and refine autonomous-driving systems.
Liu pointed to the cost benefits of scale. As deployment expands, the cost of key automotive-grade components such as lidar and chips continues to fall, improving the economics of commercial operations and creating more room for technological iteration, he said.
。首先，企业或是政府沟通的时候，都希望能主导舆论方向。要在这方面抢占先机，一个策略是主动、透明，尽快把自己要传达的信息发出去，信息更要清晰易懂，不给人们凭空揣测的空间。

C | 第二件事是100日这个时限。初为人父母者现在流行以宝宝100日诞辰，取代传统的满月；初登企业或国家领导等高职的人如今也习惯在上任第100日接受采访，或以其他形式做个汇报，总结自己上任后的观察，以及日后的大方向。将两者结合起来，或许就能解释新加坡总理兼财政部长黄循财选择在上个星期五（8月23日）召开上任后第一场记者会的原因了。黄循财在记者会上，阐述了新加坡政府接下来关注的课题。（联合早报）据《联合早报》报道，他在记者会上阐述第四代领导团队将如何打破一些旧思维，通过新的方式来组建一个“审慎而大胆”的政府。《海峡时报》也总结出记者会的五个重点如下：致力缓解人们对生活费上涨的忧虑，并为年长者提供更多援助；鼓励新加坡人不断寻找更好的方案，而不是安于现状；大胆行事之余，仍会捍卫对新加坡有益的基本原则；帮助新加坡人了解外部环境和地缘政治课题；新加坡必须继续保持开放，吸引愿意融入的新移民，但新移民也须做出调整，接受新加坡人的生活方式。8月23日是黄循财接任总理第100日，选择在这天举行记者会阐述政府接下来的工作方向，并进一步说明他在国庆群众大会上列出的一些重点，也算是好时机。或许是大家习惯了国家领导在特定场合或是发生什么大事了才召开记者会发表声明，并接受记者提问，黄循财的这场记者会，对一些人来说可能有些“无预警”的意味，甚至可能根据时事，揣测其原因。别的不说，红蚂蚁们当天就在猜测，是不是猴痘疫情急转直下，还是什么跟大选有关的宣布，才要“惊动”总理召开记者会。

D | 但是，在这个记者会之前，黄循财也不定时在社交媒体上发布短视频。在这些短视频中，黄循财通常都在自己的办公室里，一如既往地穿着浅色长袖上衣，一句简单的“Hi everyone（大家好）！”之后，就切入正题。

E | 他在短视频中谈论的课题相当广泛，从新加坡该如何定义成功、在一场学生对话会上没时间回答完的问题，或是以“你问我答（Your questions, my answer）”的形式回答网民提问，不一而足，语调也配合主题，时而严肃，时而轻松。黄循财总理谈如何在新加坡重新定义成功这一概念。（取自黄循财脸书）要说23日的记者会和这些短视频都是“无预警”发生，也不尽然，因为他上任前就说过，会多举行记者会，通过媒体与新加坡人分享他的想法，社交媒体想必也在他的全盘计划当中。