# Xiaopeng Motors' autonomous driving zone is taking off again? A cooperation news directly pumped it up by 13%

Monday's opening is interesting—autonomous driving concept stock PONY surged 13% straight up. What's behind it?

**The core logic is very clear**: Pony AI announced an expanded cooperation with Suning Travel, adopting a "light asset" operating model. This means that Suning Travel is responsible for financing and manufacturing Pony AI's seventh-generation autonomous taxis, while Pony AI focuses on technology research and development. The two parties plan to deploy the first batch of fleets in Guangzhou by the end of the year, and then expand to other cities.

**This operation has some substance**:
- Transfer the pressure out → Save capital
- Focus on algorithm + chip → Core competitiveness remains unchanged
- Partners share profits → Win-win situation

In simple terms, it's a standard approach of "I'll provide the technology, you provide the funds." In the capital-intensive field of autonomous driving, whoever can control costs first will survive longer.

**What does the market think?** The 13% increase for investors reflects recognition of the viability of the business model. However, how much can actually be earned will depend on the actual execution.