Core Viewpoint - The company, Xiaoma Zhixing, has achieved a significant milestone with its seventh-generation Robotaxi becoming profitable in Guangzhou, indicating a successful transition towards commercialization in the autonomous driving sector [1] Financial Performance - For the third quarter, the company reported total revenue of 181 million RMB, representing a year-on-year increase of 72%, marking three consecutive quarters of revenue growth [1] - Revenue from the Robotaxi business reached 47.7 million RMB in the third quarter, showing a year-on-year growth of 89.5%, with passenger fare income increasing by over 200% [1] Business Expansion - The company is set to achieve its target of deploying 1,000 Robotaxis ahead of schedule, with plans to expand to over 3,000 vehicles by the end of 2026 [1] - Dongwu Securities highlighted that the company has established a commercial turning point and is building a competitive moat through multi-dimensional capabilities [1] Industry Outlook - With advancements in technology and supportive policies, the company is expected to continue benefiting from the shift in the autonomous driving industry from "technology validation" to "scale production" [1]
小马智行-W涨超3% 公司商业化拐点确立 三季度Robotaxi业务强劲