PONY AI Inc. and BAIC's BJEV Announce Comprehensive Upgrade of Strategic Partnership, Spanning Robotaxi Co-Development and Global Mobility Ecosystem

Beijing, China, January 10, 2026 -- Pony AI Inc. ("Pony.ai" or the "Company") (NASDAQ: PONY; HKEX: 2026), a global leader in achieving large-scale mass production and commercialization of autonomous driving technology, today announced a comprehensive upgrade to its partnership with Beijing Automotive Industry Corporation ("BAIC") Beijing Electric Vehicle ("BJEV"), the electric vehicle development and manufacturing arm of BAIC Group. Both companies will deepen collaboration across the autonomous driving value chain, from co-developing new Robotaxi models, integrating mobility ecosystems, to jointly exploring global opportunities, unlocking new growth across the industry.

Pony.ai and BAIC BJEV have reached a production milestone with more than 600 ARCFOX Alpha T5 Robotaxis to date, equipped with Pony.ai's Gen-7 Robotaxi platform. These vehicles are already in commercial operation, serving users across Beijing and Shenzhen. Under the new agreement, the two parties plan to jointly develop and mass-produce new Robotaxi models, featuring innovative vehicle architectures and advanced in-cabin technologies. This is designed to elevate the passenger experience.

In addition, Pony.ai plans to further its integration with BAIC BJEV's ecosystem to build a more integrated Robotaxi value chain across both upstream and downstream capabilities. On the upstream, Pony.ai will leverage its mature supply chain and after-sales network covering repair, maintenance, and energy replenishment to optimize both the bill-of-materials ("BOM") and operating costs for Robotaxis. On the downstream, Pony.ai will partner with its mobility platforms, including Huaxia Travel, to seamlessly connect vehicle development and production with user acquisition and fleet operations. Together, these initiatives are intended to accelerate the scalable rollout and commercialization of Robotaxi services and serve a broader user base.

With operations spanning eight countries, Pony.ai brings extensive experience in the international market and localized operations. Building on this global footprint, the two companies also plan to introduce the jointly developed ARCFOX Alpha T5 Robotaxis to some strategic global markets, including Europe and the Middle East.

About Pony AI Inc.

Pony AI Inc. ("Pony.ai") (NASDAQ: PONY; HKEX: 2026), founded in 2016, is a global leader in achieving large-scale mass production and commercialization of autonomous driving technology. Pony.ai is committed to delivering safe, advanced, and reliable autonomous driving technology and solutions. At the heart of Pony.ai's strategy is its proprietary world model PonyWorld and its Virtual Driver technology. Together, they power the development and scaling of its Robotaxi services, Robotruck services, and licensing and applications businesses. With operations spanning China, Europe, East Asia, the Middle East, and beyond, Pony.ai stands among a select few companies globally to achieve fully driverless commercial operations. Pony.ai has forged deep and extensive partnerships across the autonomous driving value chain, enabling it to accelerate the commercialization of autonomous driving in line with its ultimate vision: "Autonomous Mobility Everywhere." For more information, please visit: https://ir.pony.ai.

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