While the autonomous driving industry's eyes are still focused on Robotaxi's profit breakthroughs, PONY.US has taken a critical leap from technology development to mass production implementation on another trillion-level track.
On August 5, 2026, He Xing, vice president of Little Pony Zhixing and head of the truck division, announced at a media conference that the company's fourth-generation Robotruck has officially been mass-produced from the Sany heavy truck production line, and that the first L4 class unmanned light truck has also entered actual operation scenarios for running tests. This means that My Little Pony Zhixing's truck business has officially moved from a “verification period” to a “large-scale expansion period”. The goal is to land 500 to 1,000 heavy trucks in the next 2 to 3 years, and use light trucks as a fulcrum to leverage the steep growth curve of the urban parts market.
According to Zhitong Finance, the truck story of My Little Pony Zhixing began in 2018. At the time, the team purchased vehicles directly from the Heavy Truck 4S store and spent more than half a year verifying the technical feasibility of “driving large cars and small cars at the same time with one set of codes”. He Xing admits in this regard that this kind of demo-level modification “is a huge threshold in front of large-scale operations.”
My Little Pony has drawn market attention for a long time by deploying Robotaxi and Robotruck strategies at the same time. At this communication meeting, He Xing answered questions from the outside world for the first time with quantitative indicators: heavy trucks and Robotaxi are more than 80% reused at the code level, more than 90% at the hardware level (sensor model and model support); the reuse of light trucks and Robotaxi is over 90%.
This kind of “super collaboration” means that the data, verified safety capabilities, and 7×24 hour operation experience that Robotaxi has accumulated in the complex urban scene of first-tier cities can be directly transferred to the truck business. He Xing pointed out that road complexity and data density in urban scenarios are far higher than highways, and the iterative efficiency of Robotaxi directly raises the capacity ceiling of the entire autonomous driving system. In turn, the truck business's operating experience in long-haul trunk lines, ports and other scenarios also provides a more comprehensive complement of capabilities to the system.
As for the Little Pony Zhixing Robotruck business scenario, He Xing also introduced the main lines, large formations, and ports. “Take mainline logistics as an example. The company plans to take the lead in building an 'unmanned heavy truck demonstration field' on iconic long-haul trunk lines across the country, and gradually open up a business model in conjunction with the national smart driving strategy for large aisle trucks and the mechanism for mutual recognition of autonomous driving licenses across provinces.” He Xing revealed that taking the transportation distance of one or two thousand kilometers one way from Beijing to Guangzhou as an example, human drivers are limited by physiological limits. Logistics companies often need to be equipped with two to three drivers in shifts, while unmanned heavy trucks can rotate continuously for 24 hours, achieving a breakthrough in the time dimension.
At the same time as heavy trucks, it is an L4 class unmanned light truck that is delivered to cities. The product is defined by Little Pony Zhixing as a “new benchmark for driverless urban delivery”. It has a cargo volume of 18 to 20 cubic meters, a battery capacity of 100 to 140 degrees, a range of 320 to 450 kilometers, and can operate on urban roads at a speed of 70 km/h and high expressways.
Xiao Ping, product director of the Truck Division, pointed out that the current number of urban logistics motor vehicles is about 14 million, of which 4.2-meter light trucks account for about 8 million, making them the absolute mainstream carrier. Compared with the 5 to 6 cubic meter low-speed unmanned logistics vehicles on the market, My Little Pony Zhixing's light truck has intergenerational advantages in the four dimensions of “more, faster, farther, and less”, and the freight cost per kilometer can be reduced by nearly 50% compared to traditional solutions. At present, the model has formed substantial cooperation with well-known logistics and express delivery groups to run tests in actual operation scenarios. He Xing predicts that after the license system path verification is completed, the light truck business will show a “very steep upward curve” next year and the year after.
In response to cross-city operation policy issues that the market is concerned about, Xiao Ping said, “Since the 2024 Beijing-Tianjin-Hebei cross-provincial commercialization demonstration of autonomous driving, the formation of mutual recognition mechanisms between provinces and cities has accelerated, and Inner Mongolia and other provinces have further opened up mutual recognition across the League. For N1 unmanned light trucks, the policy path is almost completely reused with Robotaxi, and the right-of-way issue “will have a major breakthrough starting in the fourth quarter of this year.”
Of course, once the market is launched, there will be market competition. Faced with competition, He Xing stated bluntly that the current autonomous driving logistics market is still small, far from reaching the zero-sum game stage. My Little Pony Zhixing will not enter the Robovan circuit in the short term. “When ponies do things, they always consider other things only after eating through one thing.” he added.