5月16日周五,自动驾驶技术公司小马智行(股票代码:PONY)盘中大涨13.97%,股价创下近期新高。此轮涨势主要受到多重利好消息推动。
首先,小马智行CEO彭军在近期采访中表示,2025年将是Robotaxi进入规模化量产的关键年份。公司计划今年投产1000辆自动驾驶出租车,预计整车毛利率有望实现正值。彭军强调:"目前的进展表明,我们已经不再每投入一辆车就亏损一笔钱,而是基本可以做到每辆车投放后不亏本。"这一表态显示了公司在商业化道路上取得实质性进展,大大提振了投资者信心。
其次,小马智行于5月14日宣布,公司两位创始人自愿延长所持股份的锁定期540天。此次延长锁定期涉及约11万股A类普通股和约8109万股B类普通股,合计约占公司总股本的22.9%。这一举措被市场解读为管理层对公司未来发展的坚定信心,有效缓解了投资者对早期投资者可能减持的担忧。此外,市场还传出小马智行计划以保密形式向港交所递交上市申请的消息,虽然公司未予置评,但这一潜在的融资渠道拓展也为股价提供了支撑。综合这些因素,推动了小马智行股价的强劲上涨,反映出市场对公司未来发展前景的乐观预期。
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