智通财经APP获悉，MOMENTA-W(06880)早盘涨超10%，截至发稿，涨4.67%，报273.6港元，成交额1373.04万港元。
消息面上，7月20日，上汽集团旗下移动出行品牌享道出行正式发布上汽Robotaxi量产定制车项目。该项目已进入实质性落地阶段，专属Robotaxi前装量产车型计划于2027年正式亮相。据悉，2025年5月，享道Robotaxi与Momenta开展战略合作，在上海浦东推出基于前装量产定义、可规模化运营的L4级Robotaxi车队。
瑞银发布研报称，Momenta在行业中覆盖的OEM数量最广，其轻资产业务模式配合强劲收入增长，有望为公司提供运营杠杆以产生高利润率，从而支撑较高的市销率估值。随着技术快速升级和成本下降，在车企覆盖面扩大、车辆安装量增加，以及Robotaxi和Robovan业务推动下，预计Momenta在2025年至2030年间的收入年复合增长率约达50%，2028年或实现收支平衡。
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