周四,小马智行再次掀起涨势,截至发稿涨幅约15%。公司上季度业务增长强劲,特别是在Robotaxi领域取得显著进展。
根据财报,小马智行第一季度总营收达1.02亿元,同比增长12%。其中,Robotaxi业务表现尤为亮眼,收入同比大幅增长200%,达1230万元。公司计划在年底将Robotaxi车队规模扩大到1000辆,显示出对未来增长的信心。
小马智行还宣布了与腾讯和Uber的战略合作,这将显著扩大其用户基础。通过与腾讯合作,小马智行的服务将被整合到微信"出行服务"和腾讯地图中,潜在触达数十亿用户。与Uber的合作则为公司开拓国际市场铺平了道路。
在技术方面,小马智行推出了第七代自动驾驶系统,与上一代相比,物料清单(BOM)成本降低了70%。这一进展不仅提高了公司的成本效益,也为未来的规模化部署奠定了基础。
分析人士认为,小马智行在Robotaxi领域的快速增长、战略合作的拓展以及技术成本的大幅降低,都是推动其股价上涨的关键因素。投资者对公司未来的增长前景持乐观态度,这反映在了今日的股价表现上。
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