异动解读 | 小马智行盘中大涨5.46%,一季度Robotaxi收入激增近4倍并上调全年目标

异动解读
May 27

小马智行今日盘中大涨5.46%,引起了市场的广泛关注。

消息面上,公司此前发布了2026年第一季度未经审计财报,业绩表现远超市场预期。财报显示,公司一季度总营收达2.36亿元,同比大幅增长145%;毛利润为3836万元,同比增长140.1%。其中,核心的Robotaxi(自动驾驶出行)业务成为最大亮点,单季收入创下5912万元的历史新高,同比暴涨395.4%,乘客车费收入同比激增456.5%。

基于一季度的强劲表现,小马智行管理层信心大增,随即上调了2026年全年的业务目标。公司预计,全年Robotaxi收入将达到2025年水平的3.5倍以上,车队规模目标由3000辆上调至超过3500辆,业务覆盖范围将拓展至国内外20余个城市。这份亮眼的财报和积极的上调指引,显著增强了投资者对公司商业化落地速度与未来增长潜力的信心,成为推动股价在盘中大幅上涨的核心动力。

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