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Goldman Sachs: My Little Pony Zhixing-W (02026) continues to expand Robotaxi fleet to maintain “buy” rating

智通财经·10/08/2026 07:17:02
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The Zhitong Finance App learned that Goldman Sachs released a research report saying that My Little Pony Zhixing-W (02026) continues to expand its Robotaxi fleet in China and overseas markets and maintains its target of 3,500 vehicles by the end of this year; the bank maintains the “buy” rating of My Little Pony.

The bank pointed out that My Little Pony has recently launched commercial Robotaxi operations in Doha, with the goal of moving towards fully driverless operation and testing a fully driverless Robotaxi in Zagreb, the capital of Croatia. With large-scale mass production capabilities, commercialization of autonomous driving technology, and cumulative experience, Goldman Sachs believes that Little Pony Smart's business has expanded from major first-tier cities in China to a wider range of regions.

My Little Pony Zhixing cooperated with GAC Commercial Vehicle last month to launch a fourth-generation Robotruck based on the GAC T9 pure electric heavy truck platform. Goldman Sachs believes that the material cost of the next-generation Robotruck's autonomous driving kit (ADK) will be reduced by 70% compared to the previous generation, which will help reduce transportation costs per kilometer, and has a positive view on the new cost-effective platform supporting the commercialization of Robotruck.