Pony AI Inc.National standard for autonomous driving benefits Pony.ai as a ride-hailing player in intelligent driving.
The mandatory national standard, Safety Requirements for Automated Driving Systems of Intelligent Connected Vehicles, has been officially released and is scheduled to take effect on July 1, 2027. Ride-hailing concept stocks surged, with Space-Time Technology hitting the daily limit twice in four days, and Dazhong Transportation and Xingmin Intelligent Transportation also reaching the daily limit. The standard applies to M and N category vehicles equipped with Level 3 and Level 4 automated driving systems, setting clear requirements in areas such as full-lifecycle safety assurance, dynamic driving task execution, human-machine interaction, and safety analysis. China Securities pointed out that 2026 will be a critical watershed for China's intelligent driving, shifting from a functionality race to institutionalized commercial deployment. Automakers will transition to roles encompassing manufacturing, design, and operations. In the components sector, companies like Pony.ai, WeRide, and Apollo Go are expected to benefit. Zheshang Securities estimates that by 2029, the hardware market for Level 2 and above intelligent driving will reach 460.8 billion yuan, an increase of 151.8 billion yuan from 2026, and recommends focusing on four sub-sectors: complete vehicles, components, algorithm chips, and intelligent driving application layers.
Pony AI Inc.National standard for autonomous driving benefits Pony.ai as a ride-hailing player in intelligent driving.
Shandong Xingmin Wheel Co LtdXingmin Intelligent Transportation hit daily limit on the new standard.
Dazhong Transportation Group Co Ltd ADazhong Transportation hit daily limit due to new autonomous driving standard.
Beijing New Space Technology Co LtdSpace-Time Technology hit daily limit twice on the new standard.
Wanma Technology Co Ltd
Shanghai Jin Jiang International Industrial Investment Co Ltd A
China Securities Co Ltd
Zheshang Securities Co Ltd
Dazhong Transportation Group Co Ltd B