1,000 heavy-duty trucks and 100,000 light-duty trucks: Pony.ai unveils the mass production timetable for Robotruck Over the past two years, Pony.ai's public narrative has been almost entirely dominated by Robotaxi: dual listing in the US and Hong Kong stock markets as the "first stock", the rollout of a 1,000-vehicle fleet, and the turnaround to positive per-vehicle profitability. Its truck business, by contrast, has rarely been mentioned publicly. This is not because there is nothing to share, but because the team was waiting for a key milestone. On August 3, that milestone arrived. Pony.ai held a media briefing, disclosing detailed progress of its Robotruck business to the public for the first time in two years. Why now? There is only one core reason: the technology and cost are both mature enough, and the business math finally adds up. Over the past two years, Pony.ai's 7th-generation Robotaxi fleet has exceeded 1,000 units, with the cost of autonomous driving kits dropping by 60%-70%. The sensors and computing platforms for heavy trucks and light trucks are almost identical to those of Robotaxi, directly benefiting from the cost dividend and mass production experience accumulated from Robotaxi development. He Xing (right) introducing the latest progress of Pony.ai's truck business More importantly, Pony.ai has accumulated complete experience in embedding autonomous driving systems in the OEM pre-installation mode. From the perspective of He Xing, Vice President of Pony.ai and Head of its Truck Division, "With this experience, our heavy trucks are now at the stage where we can carry out large-scale mass production trials." At the same time, the heavy truck industry chain is also maturing, with a number of L2+ products emerging on the market. This led to the launch of the 4th-generation heavy truck production line, the simultaneous rollout of light trucks, and the targets of