小马智行8月3日对外披露Robotruck业务最新进展，宣布第四代重卡产线已正式启动，计划在未来几个月内批量下线[1]。该公司目标在2-3年内实现500-1000台重卡规模落地，轻卡则计划于2030年前达到10万辆规模[1]。
重卡与轻卡产品复用了Robotaxi的传感器、计算平台和软件系统，其中轻卡与Robotaxi的技术协同度超过90%，重卡的技术协同度超过80%[1]。相比前代产品，第四代重卡的硬件成本下降约70%[1]。第四代重卡是与三一重卡、东风柳汽合作打造，基于纯电动平台[1]。
在商业化应用方面，小马智行已在干线物流、港口、城市配送三个场景启动商业化落地[1]。其中，该公司已在深圳妈湾港中标，形成几十台规模的商业化部署[1]。轻卡产品的货箱容积达18立方米，续航最高450公里，单公里运营成本相比人工驾驶可降低40%-50%[1]。
Pony.ai disclosed significant progress in its Robotruck business on August 3rd, announcing that its fourth-generation heavy truck production line has officially commenced operations [1]. The company targets 500 to 1,000 heavy trucks deployed across markets within the next two to three years, with light truck production projected to reach 100,000 units before 2030 [1].
The autonomous trucks leverage the same sensor systems, computing platforms, and software architecture as Pony.ai's Robotaxi offering, with light trucks sharing over 90% of the technology stack and heavy trucks sharing over 80% [1]. This convergence has significantly reduced costs, with heavy truck hardware expenses declining approximately 70% compared to the previous generation [1]. The company has entered commercial operations across three logistics segments: long-haul freight, port operations, and urban delivery [1]. Light trucks feature an 18-cubic-meter cargo capacity, maximum range of 450 kilometers, and operating costs per kilometer 40% to 50% lower than human-driven alternatives [1].
Pony.ai has partnered with major manufacturers including Sinotruk and Dongfeng Liuqi to develop the fourth-generation products on a battery-electric platform [1]. The company has already secured commercial contracts, including a bid win at the Shenzhen Mawan Port, which has resulted in deployment of several dozen vehicles at scale [1].
