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Pony.ai Deepens Sunlight Mobility Deal to Roll Out Asset-Light Gen-7 Robotaxis in Guangzhou This Year

Investor response suggests confidence in third-party funded robotaxi models.

Overview

  • Under the expanded agreement, Sunlight Mobility will purchase Gen-7 vehicles while Pony.ai licenses its Virtual Driver for commercial operations.
  • The partners will integrate autonomous fleets across both platforms so each side shares user traffic and economic returns.
  • The first deployment is planned for Guangzhou before the end of 2025, with broader rollout to additional Chinese cities expected over time.
  • Sunlight Mobility operates in more than 180 cities in China and brings digital platform expertise spanning user acquisition, product features, and fleet dispatch.
  • PONY shares traded up 2.68% to $11.49 premarket after the news, following last week’s fourth-generation autonomous truck launch and ahead of Q3 FY2025 results on Nov. 25.