自动驾驶域控制器(ADC)

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小马智行二季度营收1.54亿元
Bei Jing Shang Bao· 2025-08-12 11:01
Core Insights - The company reported a revenue of 154 million yuan for Q2 2025, representing a year-on-year increase of 75.9% [1] - The net loss under non-GAAP was 330 million yuan, which is an increase of 34.3% year-on-year [1] Revenue Breakdown - Revenue from Robotaxi (autonomous taxi) reached 10.9 million yuan, up 157.8% year-on-year, driven by expanded user coverage, increased demand in first-tier cities, and fleet expansion [1] - Revenue from Robotruck (autonomous truck) was 68.2 million yuan, down 9.9% year-on-year, due to a strategic focus on high-margin revenue areas [1] - Revenue from licensing and applications was 74.6 million yuan, showing a significant increase of 901.8% year-on-year, supported by increased orders and delivery volumes of autonomous driving domain controllers (ADC) and growing demand in the robot delivery sector [1] User Engagement - Revenue from Robotaxi passenger fares increased by over 300% year-on-year [1] - The number of registered Robotaxi users grew by 136% year-on-year [1]