异动解读 | 小马智行盘前大涨5.24%,二季度营收暴增75.9%,Robotaxi业务高速增长

异动解读
Aug 12

小马智行(PONY)今日盘前股价大涨5.24%,这一涨势主要受到公司最新发布的2025年第二季度财报的推动。财报显示,公司业绩表现亮眼,特别是Robotaxi业务的快速增长引起了投资者的关注。

根据财报,小马智行第二季度总营收达1.54亿元人民币,同比增长75.9%,环比增长53.5%。其中,Robotaxi业务收入达1090万元人民币,同比增长157.8%,乘客车费收入更是同比暴涨超300%。这表明公司的商业化进程正在加速,市场对其自动驾驶技术的接受度不断提高。

值得注意的是,小马智行在第七代Robotaxi的量产方面也取得了重大进展。公司从二季度启动量产和路测,已生产下线超200台第七代车型,使得Robotaxi车辆总数突破500台。公司表示有信心在2025年底实现千台Robotaxi的目标。此外,小马智行还成为国内唯一在北京、上海、广州、深圳四个一线城市开展全无人Robotaxi收费运营的企业,进一步巩固了其在自动驾驶领域的领先地位。

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