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小马智行

5.74

-0.3000-4.97%

盘前：5.60-0.1400-2.44%04:07 EDT

成交量：506.34万

成交额：2,938.04万

市值：24.91亿

市盈率：-16.16

高：6.15

开：6.15

低：5.73

收：6.04

52周最高：22.46

52周最低：5.71

股本：4.34亿

流通股本：3.04亿

量比：1.20

换手率：1.67%

股息：- -

股息率：- -

每股收益(TTM):-0.3552

每股收益(LYR):-0.3526

净资产收益率：-6.77%

总资产收益率：-12.26%

市净率：1.58

市盈率(LYR):-16.28

数据加载中...

总览公司新闻资讯公告

AI应用股集体走低小马智行(02026) 跌7.35% 高盛指市场投机尚未触及历史泡沫极值

中概股集体下挫，纳斯达克中国金龙指数跌2.6%，亿航智能跌超9%，百度跌约8%

老虎资讯综合

【券商聚焦】华泰证券重申小马智行-W(02026)“买入”评级指入通有望带来增量资金关注

单季收入暴增400% 小马智行“驶入”港股通

南方都市报

小马智行、文远知行纳入港股通：自动驾驶盈利与出海双线闯关

深交所港股通标的证券名单调入文远知行-W(00800)、小马智行-W(02026) 今起生效

智通港股早知道 | 富时中国50指数调整纳入兆易创新(03986) 小马智行(02026)、文远知行(00800)纳入港股通

上交所宣布：文远知行与小马智行正式纳入港股通，下一交易日生效

小马智行正式被纳入港股通

每日经济新闻

小马智行-W(02026)A类普通股获纳入沪港通

里昂：首予小马智行-W及文远知行-W“跑赢大市”评级

《大行》里昂首予小马智行(02026.HK)及文远知行(00800.HK)“跑赢大市”评级降地平线(09660.HK)目标价至9元

阿斯达克财经

港股异动 | 小马智行-W(02026)涨超6% Robotaxi商业化加速兑现公司有望本周入通

港股智驾概念股盘初活跃！图达通涨近10%，英恒科技涨超8%

老虎资讯综合

小马智行彭军：小马智行事故率比人类低近十倍

以Robotaxi之名：小马智行低毛利“命门”

小马智行2026年一季度业绩点评：营收高增亏损同步扩大商业化扩张代价持续攀升

【券商聚焦】国信证券维持小马智行(02026)优于大市评级指其Robotaxi收入大增395%

营收近四倍增长背后，小马智行拉开自动驾驶“分水岭时刻”

小马智行彭军：高标准监管将加速Robotaxi行业分化

中国经营报

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指入通有望带来增量资金关注","url":"https://stock-news.laohu8.com/highlight/detail?id=2641190207","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2641190207?lang=zh_cn&edition=fundamental","pubTime":"2026-06-05 14:58","pubTimestamp":1780642728,"startTime":"0","endTime":"0","summary":"金吾财讯 | 华泰证券发布研报指，小马智行-W 已纳入港股通，于6月4日生效，有望打通内地与国际资本市场渠道，提升市场流动性。华泰认为随着重卡与轻卡产品线同步推进，公司正构建覆盖干线物流与城市配送的自动驾驶货运体系。华泰重申小马技术前瞻性、商业模式和生态优势，维持26-28E营收预测1.50/3.66/10.44亿美元。公司纳入港股通有望带来增量资金关注，流动性或将改善。","market":"fut","thumbnail":"https://static.szfiu.com/news/20250109/ODJmOWY1ZDhkZDY4MmEzZDMyMTcwNTE1ODgyMzc=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250109/ODJmOWY1ZDhkZDY4MmEzZDMyMTcwNTE1ODgyMzc=.jpg"],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1983143","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["02026","BK1109","SG9999001093.SGD","PONY"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2640686791","title":"单季收入暴增400% 小马智行“驶入”港股通","url":"https://stock-news.laohu8.com/highlight/detail?id=2640686791","media":"南方都市报","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2640686791?lang=zh_cn&edition=fundamental","pubTime":"2026-06-04 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19:15","pubTimestamp":1780571740,"startTime":"0","endTime":"0","summary":"6月4日，深圳证券交易所发布的公告显示，小马智行、文远知行中国两大自动驾驶头部企业纳入港股通。借力资金流动性加持，两家企业正在持续进行车队扩张，攻坚本土商业化盈利拐点。同时，加速欧洲、中东落地Robotaxi试点，在盈利兑现与全球化出海两条主线同步闯关。业内人士指出，跻身港股通能否成为公司的长期成长动力，取决于单车盈利模型能否快速复制。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202606043760559994.html","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202606043760559994.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":"stock_eastmoney","symbols":["BK1258","02026","BK4124","VXUS","PONX","BK1144","WRD","BK1104","BK1109","BK4585","BK4588","SG9999001093.SGD","BK4609","PONY","BK1531","BK1229","BK4023","00800"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2640133865","title":"深交所港股通标的证券名单调入文远知行-W(00800)、小马智行-W(02026) 今起生效","url":"https://stock-news.laohu8.com/highlight/detail?id=2640133865","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2640133865?lang=zh_cn&edition=fundamental","pubTime":"2026-06-04 08:49","pubTimestamp":1780534155,"startTime":"0","endTime":"0","summary":"金吾财讯 | 深交所发布公告，深交所港股通标的证券名单发生调整并自2026年06月04日起生效，调入文远知行-W(00800)、小马智行-W(02026)。","market":"nz","thumbnail":"https://static.szfiu.com/news/20210625/YjI3NDA0ZDhiMGQ3ZDhlYjY1NzQ2OTEyNjkyMTk4MTc4.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20210625/YjI3NDA0ZDhiMGQ3ZDhlYjY1NzQ2OTEyNjkyMTk4MTc4.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1982989","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["02026","BK1531","WRD","BK1144","SG9999001093.SGD","PONY","BK1229","BK1109","BK1258","BK1104","00800"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2640809391","title":"智通港股早知道 | 富时中国50指数调整纳入兆易创新(03986) 小马智行(02026)、文远知行(00800)纳入港股通","url":"https://stock-news.laohu8.com/highlight/detail?id=2640809391","media":"智通财经","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2640809391?lang=zh_cn&edition=fundamental","pubTime":"2026-06-04 07:36","pubTimestamp":1780529806,"startTime":"0","endTime":"0","summary":"富时中国50指数纳入兆易创新、长飞光纤光缆，删除中国铁塔、中国中车。此外，富时中国50指数还公布了新一季的备选股名单，分别为中煤能源、吉利汽车、蓝思科技、MiniMax-W、三花智控 。配售股份数目相当于于本公告日期已发行股份总数约2.01%。中国两大自动驾驶企业纳入港股通中国两大自动驾驶科技公司小马智行、文远知行WeRide宣布，正式被纳入港股通标的证券名单，该调整将于6月4日正式生效。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1449895.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["IE0008368742.USD","BK1583","BK1531","BK1538","BK1562","LU0359201612.USD","LU1023057109.AUD","LU0314109678.HKD","BK1606","BK1178","BK1155","03986","BK1258","BK1589","LU0359202008.SGD","BK1594","BK1104","BK1110","IE00B031HY20.USD","600188","YZCAY","BK1163","BK1109","LU1328277881.USD","BK1526","600688","02186","02026","BK1191","LU1813983027.USD","WRD","BK1144","01171","LU2039709279.SGD","00354","SG9999001093.SGD","PONY","01286","00338","BK1229","BK1586","LU0359201885.HKD","IE0008369823.USD","BK1183","BK1518","603986","00800"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1147466865","title":"上交所宣布：文远知行与小马智行正式纳入港股通，下一交易日生效","url":"https://stock-news.laohu8.com/highlight/detail?id=1147466865","media":"美股速递","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1147466865?lang=zh_cn&edition=fundamental","pubTime":"2026-06-03 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20:02","pubTimestamp":1780488171,"startTime":"0","endTime":"0","summary":"智通财经APP讯，小马智行-W(02026)公布，根据上海证券交易所刊发的公告，公司于香港联合交易所有限公司上市及买卖的A类普通股已获纳入沪港通合资格证券名单，自2026年6月4日起生效。于纳入后，中国内地的合资格投资者将能够直接交易公司A类普通股。董事会认为，公司获纳入沪港通反映了投资者对公司的业务基础及长远发展前景的市场认可度有所提升。董事会预期，纳入将进一步扩大公司的投资者基础，并可能提高A类普通股的交易流动性。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1449783.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["SG9999001093.SGD","BK1109","02026","PONY"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2640972310","title":"里昂：首予小马智行-W及文远知行-W“跑赢大市”评级","url":"https://stock-news.laohu8.com/highlight/detail?id=2640972310","media":"新浪港股","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2640972310?lang=zh_cn&edition=fundamental","pubTime":"2026-06-03 16:09","pubTimestamp":1780474140,"startTime":"0","endTime":"0","summary":"热点栏目\n\n自选股\n数据中心\n行情中心\n资金流向\n模拟交易\n\n客户端\n\n\n　　里昂发布研报称，内地自动驾驶的士营运商车队扩张计划稳步推进，尽管国内牌照出现波折及中东地区业务短暂受阻。里昂首次覆盖小马智行-W（02026）及文远知行-W（00800）的H股，均给予“跑赢大市”评级，目标价分别125港元及29港元。两者均可能于4日纳入沪深港通，迎来新资金流入。另外，该行称，地平线机器人-W（09660）需要更清晰的发展蓝图以支撑其长期价值，维持“跑赢大市”评级。\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：卢昱君","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/stock/hkstock/hkgg/2026-06-03/doc-iniacnus0896903.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["BK1229","WRD","PONY","02026","BK1104","BK1531","SG9999001093.SGD","BK1109","00800","09660","BK1144","BK1258"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2640941499","title":"《大行》里昂首予小马智行(02026.HK)及文远知行(00800.HK)“跑赢大市”评级  降地平线(09660.HK)目标价至9元","url":"https://stock-news.laohu8.com/highlight/detail?id=2640941499","media":"阿斯达克财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2640941499?lang=zh_cn&edition=fundamental","pubTime":"2026-06-02 12:35","pubTimestamp":1780374900,"startTime":"0","endTime":"0","summary":"里昂同时首次覆盖小马智行-W及文远知行-W的H股，均给予“跑赢大市”评级，目标价分别125港元及29港元。在汽车行业销量下滑及市场对第三方自动驾驶供应商可触及市场总量存有担忧的背景下，对其目标价由11港元下调至9港元，但维持“跑赢大市”评级。","market":"hk","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20260319095523761_s.jpg","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20260319095523761_s.jpg"],"rights":{"source":"aastocks_highlight","url":"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1527134/latest-news/AAFN","rn_cache_url":null,"directOrigin":true},"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1527134/latest-news/AAFN","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"aastocks_highlight","symbols":["PONY","BK1229","SG9999001093.SGD","02026","WRD","00800","BK1258","BK1531","BK1104","BK1109","BK1144","09660"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2640916519","title":"港股异动 | 小马智行-W(02026)涨超6% Robotaxi商业化加速兑现 公司有望本周入通","url":"https://stock-news.laohu8.com/highlight/detail?id=2640916519","media":"智通财经","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2640916519?lang=zh_cn&edition=fundamental","pubTime":"2026-06-02 11:30","pubTimestamp":1780371055,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，小马智行-W(02026)涨超6%，截至发稿，涨6.49%，报85.3港元，成交额3233.67万港元。消息面上，小马智行近期发布2026年第一季度财报，一季度总营收2.36亿元，同比增长145%；毛利润3836万元，同比增长140.1%。Robotaxi业务创下单季收入新高达5912万元，同比增长395.4%，超过去年业务收入一半。基于一季度的强劲表现，公司上调2026年Robotaxi业务目标：预计全年Robotaxi收入达到2025年水平的3.5倍以上，车队规模超3500辆。另据华泰证券研报，小马智行同股不同权公司需满足上市时间要求，或于6月4日纳入港股通。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1448944.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["BK1109","02026","SG9999001093.SGD","PONY"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1124244959","title":"港股智驾概念股盘初活跃！图达通涨近10%，英恒科技涨超8%","url":"https://stock-news.laohu8.com/highlight/detail?id=1124244959","media":"老虎资讯综合","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1124244959?lang=zh_cn&edition=fundamental","pubTime":"2026-06-02 09:44","pubTimestamp":1780364699,"startTime":"0","endTime":"0","summary":"6月2日，港股智驾概念股盘初活跃，$图达通(02665)$涨近10%，$英恒科技(01760)$涨超8%，$中国重汽(03808)$、$小马智行-W(02026)$、$五一视界(06651)$涨超6%，$禾赛-W(02525)$、$比亚迪股份(01211)$涨超3%。","market":"hk","thumbnail":"https://static.tigerbbs.com/a530a2a17bc301499c9e286759c5657e","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/a530a2a17bc301499c9e286759c5657e"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU0314109678.HKD","02026","LU2476274308.USD","LU0164865239.USD","LU0211977185.USD","LU2097828714.EUR","LU1251922891.USD","LU2097828805.USD","LU0417516902.SGD","03808","LU0164872284.USD","LU0173614495.USD","BYDDY","LU0469268626.HKD","LU0543330566.HKD","LU2249611893.SGD","LU0593848301.USD","02665","LU0650527681.SGD","IE00BD6J9T35.USD","LU0054450605.USD","LU2360107325.USD","SG9999001226.SGD","LU0511384066.AUD","LU0320764599.SGD","BK1144","LU2097828474.EUR","SG9999002463.SGD","LU0259732245.USD","HYDD.SI","LU2039709279.SGD","LU0043850808.USD","LU2506951792.HKD","01760","BK1548","LU0823038988.USD","LU2399975544.HKD","SG9999014674.SGD","LU1242518931.SGD","LU1808992512.USD","LU0823414551.USD","BK1109","LU0348805143.USD","SG9999015945.SGD","LU0856984785.SGD","LU1719994722.HKD","BK1171","BK1582","LU0307460666.USD","LU0326950275.SGD","LU0509642566.USD","06651","LU2097828557.USD","LU1242518857.USD","LU1868837722.USD","SG9999002828.SGD","LU0823039010.USD","LU0516423091.SGD","SG9999006514.SGD","LU0143863198.USD","LU1794554557.SGD","BK1539","LU1770034418.SGD","LU0254981946.USD","LU0823414478.USD","LU1303224171.USD","LU0588545904.SGD","LU0244354667.USD","LU2153592121.USD","LU0819123356.HKD","LU0084288322.USD","LU0819121731.USD","LU1720050803.USD","LU0348825331.USD","01211","LU1880383366.USD","LU2476274720.SGD","LU0449515922.USD","BK1119","LU0588546209.SGD","LU0348827113.USD","LU0287142896.SGD","LU0348735423.USD","LU0594300419.USD","LU0572944931.SGD","LU0052750758.USD","LU0505663152.USD","LU0327786744.USD","LU0516423174.USD","LU0289739343.SGD","LU0979878070.USD","IE00BZ08YS42.EUR","LU0269904917.USD","LU0128522744.USD","LU1961090484.USD","LU2778985437.USD","BK1594","LU0039217434.USD","LU2097828631.EUR","LU0449509016.USD","LU0540923850.HKD","LU2449936058.SGD","LU0289960550.SGD","LU1880383440.USD","LU2294711713.HKD","LU0516422366.SGD","LU0594300179.USD","LU1868838027.USD","PONX","BK1540","LU0561508036.HKD","LU0359201612.USD","LU0315178854.USD","LU0463099449.HKD","LU1868837565.USD","02525","LU0865486749.SGD","HSAI","LU0359202008.SGD","LU0214875030.USD","LU0175139822.USD","LU0229945570.USD","002594","LU0588545490.SGD","LU0320764243.SGD","LU0588545730.USD","LU0823426480.USD","LU1861219969.SGD","LU0708995583.HKD","LU1813983027.USD","SG9999015986.USD","SG9999006597.SGD","LU0143863784.USD","LU2357125470.USD","VXUS","BK4023","SG9999011746.SGD","LU1861214812.USD","LU0289961442.SGD","81211","LU0531970944.HKD","LU0823426308.USD","LU0871576103.HKD","BK1610","LU2348774022.SGD","LU0605514214.HKD","SG9999015978.USD","IE00BZ08YR35.GBP","IE00BZ08YT58.USD","LU0029874905.USD","LU0165289439.USD","BK1509","LU0828238088.HKD","LU1023057109.AUD","LU0634319403.HKD","PONY","LU1188198961.HKD","LU0531971595.HKD","LU1328277881.USD","LU0708995153.HKD","LU0359201885.HKD","SG9999015952.SGD","BK1522","LU0516422952.EUR","LU0516422440.USD","LU0417516738.SGD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2639051896","title":"小马智行彭军：小马智行事故率比人类低近十倍","url":"https://stock-news.laohu8.com/highlight/detail?id=2639051896","media":"睿见Economy","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2639051896?lang=zh_cn&edition=fundamental","pubTime":"2026-05-30 11:57","pubTimestamp":1780113420,"startTime":"0","endTime":"0","summary":"　　2026第四届未来汽车先行者大会于5月29日-5月30日在深圳举行，小马智行创始人兼CEO彭军出席并演讲。　　彭军指出，无人驾驶与面对C端的普通车辆本质上的区别在于第一责任人的划分。对于无人驾驶而言，第一责任人由车内的司机变成了由车来负责。　　他介绍，小马智行目前在深圳已实现相对大面积的落地，覆盖了南山和宝安区。　　彭军表示，在深圳的实际运营中，小马智行的事故发生率已经比人类低很多倍，接近十倍的水平。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/hy/hyjz/2026-05-30/doc-inhzrzup8797134.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["02026","BK4023","PONY","PONX"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2639624309","title":"以Robotaxi之名：小马智行低毛利“命门”","url":"https://stock-news.laohu8.com/highlight/detail?id=2639624309","media":"财中社","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2639624309?lang=zh_cn&edition=fundamental","pubTime":"2026-05-29 19:05","pubTimestamp":1780052700,"startTime":"0","endTime":"0","summary":"5月26日，小马智行（PONY/02026.HK）发布2026年一季报；此前的5月13日，另一Robotaxi（无人驾驶出租车）赛道核心玩家——文远知行（WRD/00800.HK）已率先交卷。“营收狂飙，亏损依旧”仍然是Robotaxi的行业图景，但两家“同门师兄弟”在商业化道路上日益分野的趋势也愈加明显。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202605293754599284.html","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202605293754599284.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_eastmoney","symbols":["BK1104","02026","BK1531","BK1109","SG9999001093.SGD","PONY","BK1229","BK1258","BK1144","WRD","00800"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"2639621981","title":"小马智行2026年一季度业绩点评：营收高增亏损同步扩大商业化扩张代价持续攀升","url":"https://stock-news.laohu8.com/highlight/detail?id=2639621981","media":"新浪证券","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2639621981?lang=zh_cn&edition=fundamental","pubTime":"2026-05-29 18:48","pubTimestamp":1780051680,"startTime":"0","endTime":"0","summary":"2026年5月26日，港股自动驾驶出行服务商小马智行发布2026年第一季度未经审计财报。作为国内自动驾驶双巨头之一，小马智行一季度交出了“营收规模翻倍增长、三大业务线全面爆发”的成绩单。财报显示，公司一季度实现总营收2.36亿元，同比大幅增长145.0%；其中智能解决方案收入1.07亿元，同比增长246.5%；自动驾驶卡车服务收入7030万元人民币，同比增长31.0%；自动驾驶出行服务收入5910万元人民币，同比增长395.4%。","market":"other","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/stock/aigcy/2026-05-29/doc-inhzqimn0842255.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["BK1109","02026","SG9999001093.SGD","PONY"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2639641657","title":"【券商聚焦】国信证券维持小马智行(02026)优于大市评级 指其Robotaxi收入大增395%","url":"https://stock-news.laohu8.com/highlight/detail?id=2639641657","media":"金吾财讯","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2639641657?lang=zh_cn&edition=fundamental","pubTime":"2026-05-29 13:49","pubTimestamp":1780033781,"startTime":"0","endTime":"0","summary":"金吾财讯 | 国信证券发布研报指，小马智行 2026年第一季度Robotaxi收入同比增长395%，Robotaxi规模化运营加速推进。2026Q1，小马智行实现营收3425万美元，同比增长145.0%，环比增长17.6%；调整后净利润为-4086万美元。其中，Robotaxi服务收入857.0万美元，同比增长395.4%，乘客车费收入同比增加456.5%，主要得益于第七代车队投入运营及共建车队模式贡献增量收入。公司上调2026年自动驾驶出行服务收入目标至2025年水平的3.5倍以上，年底Robotaxi车队规模目标由3000台上调至超过3500台。","market":"fut","thumbnail":"https://static.szfiu.com/news/20250106/NGZhNmEwMzJkNDhkNWE0NjE0NjM0MTA4NTA5NzI5NDQz.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250106/NGZhNmEwMzJkNDhkNWE0NjE0NjM0MTA4NTA5NzI5NDQz.jpg"],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1982509","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["02026","PONY","SG9999001093.SGD","BK1109"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2638663728","title":"营收近四倍增长背后，小马智行拉开自动驾驶“分水岭时刻”","url":"https://stock-news.laohu8.com/highlight/detail?id=2638663728","media":"格隆汇","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2638663728?lang=zh_cn&edition=fundamental","pubTime":"2026-05-28 16:10","pubTimestamp":1779955844,"startTime":"0","endTime":"0","summary":"小马智行，显然已经抢到了前排位置。","market":"us","thumbnail":"https://img7.gelonghui.com/column/10.png?guru_height=540&guru_width=375","type":0,"news_type":0,"thumbnails":["https://img7.gelonghui.com/column/10.png?guru_height=540&guru_width=375"],"rights":null,"property":["earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.gelonghui.com/p/4967378","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"gelonghui_highlight","symbols":["02026","BK1109","PONY","SG9999001093.SGD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2638663971","title":"小马智行彭军：高标准监管将加速Robotaxi行业分化","url":"https://stock-news.laohu8.com/highlight/detail?id=2638663971","media":"中国经营报","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2638663971?lang=zh_cn&edition=fundamental","pubTime":"2026-05-28 15:47","pubTimestamp":1779954426,"startTime":"0","endTime":"0","summary":"中经记者陈靖斌广州报道Robotaxi收入同比增长395.4%、年底车队目标上调至3500辆以上之际，小马智行创始人兼CEO彭军在一场电话会议沟通会上把监管高标准视为行业分化变量。彭军向《中国经营报》记者指出：“这些高标准将推动市场整合，淘汰不具备相应能力的参与者，并进一步提高新进入者的行业门槛。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202605283752744682.html","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202605283752744682.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_eastmoney","symbols":["PONX","BK4023","PONY","02026"],"isVideo":false,"video":null,"gpt_icon":0}],"pageSize":20,"totalPage":10,"pageCount":7,"totalSize":191,"code":"91000000","status":"200"}]}}