L3上路+特斯拉获批，当下的万马科技要比以往更具价值潜力

全景网2025-12-18

最近，智能驾驶领域迎来两条重大消息：我国首批L3级有条件自动驾驶车型公布和特斯拉Robtaxi(无人驾驶出租车)正式获得路测许可。两条消息紧密落地，侧面印证智能驾驶商业化的进程正加速向前迈进。从实际意义出发，这两个标志性的事件，不仅意味着高阶自动驾驶正加速从辅助驾驶功能进化为“汽车主导自动驾驶”的质变，更揭示了车联网产业将迎来规模化应用的黄金窗口。万马科技(300698.SZ)全资子公司优咔科技...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2592036947?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2025-12-18 09:02","share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","id":"2592036947","market":"us","top_or_hot":-1,"title":"L3上路+特斯拉获批，当下的万马科技要比以往更具价值潜力","media":"全景网","content":"<div>\n<p>最近，智能驾驶领域迎来两条重大消息：我国首批L3级有条件自动驾驶车型公布和特斯拉Robtaxi(无人驾驶出租车)正式获得路测许可。两条消息紧密落地，侧面印证智能驾驶商业化的进程正加速向前迈进。从实际意义出发，这两个标志性的事件，不仅意味着高阶自动驾驶正加速从辅助驾驶功能进化为“汽车主导自动驾驶”的质变，更揭示了车联网产业将迎来规模化应用的黄金窗口。万马科技(300698.SZ)全资子公司优咔科技...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251218090700a458f5a8&s=b\">网页链接</a>\n\n</div>\n","source":"tencent","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>L3上路+特斯拉获批，当下的万马科技要比以往更具价值潜力</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nL3上路+特斯拉获批，当下的万马科技要比以往更具价值潜力\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-12-18 09:02 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251218090700a458f5a8&s=b><strong>全景网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>最近，智能驾驶领域迎来两条重大消息：我国首批L3级有条件自动驾驶车型公布和特斯拉Robtaxi(无人驾驶出租车)正式获得路测许可。两条消息紧密落地，侧面印证智能驾驶商业化的进程正加速向前迈进。从实际意义出发，这两个标志性的事件，不仅意味着高阶自动驾驶正加速从辅助驾驶功能进化为“汽车主导自动驾驶”的质变，更揭示了车联网产业将迎来规模化应用的黄金窗口。万马科技(300698.SZ)全资子公司优咔科技...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251218090700a458f5a8&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4548","symbol_name":"巴美列捷福持仓","start_time":0,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251218090700a458f5a8&s=b","article_id":"2592036947","we_media_id":null,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251218090700a458f5a8&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2592036947","pubTimestamp":1766019757,"columns":[],"sourceInfo":{"source_id":"tencent","name":"腾讯"},"weMediaInfo":null,"summary":"此次特斯拉的Robotaxi测试也是全球科技界关注的焦点。比如，特斯拉的核心优势在于其庞大的真实车队和数据。在车联网领域，万马科技是一家极具代表性的企业，近些年也一直在这一领域发力。2021至2025年上半年期间，万马科技车联网业务呈现高速发展态势，营收占主业比例迅速由期初的10%扩张至46%。","collect":0,"end_time":0,"defaultTopTitle":"qq.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"300698":"万马科技","BK4548":"巴美列捷福持仓","LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC A","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU2023250330.USD":"ALLIANZ INCOME AND GROWTH \"AMG\" (USD) INC","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","TSLA":"特斯拉","LU0823411888.USD":"法巴消费创新基金 Cap","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","LU1066051811.HKD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (HKD) INC","BK4099":"汽车制造商","BK4585":"ETF&股票定投概念","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","LU2462157665.USD":"ALLIANZ GLOBAL INCOME \"A\" (USD) INC","SG9999015978.USD":"利安颠覆性创新基金A","LU0964807845.USD":"ALLIANZ INCOME & GROWTH \"A\" (USD) INC","BK4555":"新能源车","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU2417539215.USD":"ALLIANZ GLOBAL INCOME \"AMF\" (USD) INC","LU2108987350.USD":"UBS (LUX) EQUITY SICAV GLOBAL OPPORTUNITY SUSTAINABLE (USD) \"P\" (USD) ACC","LU2063271972.USD":"富兰克林创新领域基金","LU2213496289.HKD":"ALLIANZ INCOME AND GROWTH \"AT\" (HKD) ACC","BK4588":"碎股","BK4550":"红杉资本持仓","LU2290526834.HKD":"BGF NEXT GENERATION TECHNOLOGY \"A2\" (HKDHDG) ACC","LU1066051498.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (USD) INC","LU1066053197.SGD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM3\" (SGDHDG) INC","BK4551":"寇图资本持仓","BK4598":"佩洛西持仓","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU0323591593.USD":"SCHRODER ISF QEP GLOBAL QUALITY \"A\" (USD) ACC","LU0109391861.USD":"富兰克林美国机遇基金A Acc","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU1267930730.SGD":"富兰克林美国机遇基金AS Acc SGD (CPF)","LU1366192091.USD":"ALLIANZ US EQUITY PLUS \"AM\" (USD) INC","IE00B19Z8W00.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH \"A\" INC","IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC","LU0056508442.USD":"贝莱德世界科技基金A2","LU0823414478.USD":"法巴经典能源转换基金","TSYW.SI":"TESLA 3xLongSG261006","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","LU2403377893.USD":"ALLIANZ SELECT INCOME AND GROWTH \"AM\" (USD) INC","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","SG9999015986.USD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (USD) ACC","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","LU2360107168.USD":"BGF NEXT GENERATION TECHNOLOGY \"A4\" (USD) INC","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU1145028129.USD":"ALLIANZ INCOME AND GROWTH \"AQ\" (USD) INC","LU2236285917.USD":"ALLIANZ GLOBAL INCOME \"AMG\" (USD) INC","LU1232071149.USD":"AZ FUND 1 GLOBAL GROWTH SELECTOR \"AAZ\" (USDHDG) ACC","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","LU1674673691.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (USD) INC","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","LU2420271590.USD":"ALLIANZ SELECT INCOME AND GROWTH \"AT\" (USD) ACC","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU1674673428.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AC\" (USD) ACC","LU0234570918.USD":"高盛全球核心股票组合Acc Close","BK4604":"机器人概念","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU0708995401.HKD":"FRANKLIN U.S. OPPORTUNITIES \"A\" (HKD) ACC","LU2456880835.USD":"ALLIANZ GLOBAL INCOME \"AT\" (USD) ACC","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","BK4527":"明星科技股","LU2471134952.CNY":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (CNYHDG) INC","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU2471134879.HKD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (HKD) INC","LU2471134523.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) ACC","IE00B19Z8X17.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH  \"AG\" (USD) ACC","LU0345769128.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) ACC","LU2471134796.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) INC","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU0234572021.USD":"高盛美国核心股票组合Acc","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","LU0210536198.USD":"JPM US GROWTH \"A\" ACC","LU2750360641.GBP":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (GBPHDG) INC","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","LU0345769631.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) INC","LU1861558580.USD":"日兴方舟颠覆性创新基金B","BK4612":"AI芯片","LU2750360997.AUD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (AUDHDG) INC","LU2896262040.SGD":"JPM US GROWTH FUND \"A\" (SGD) ACC","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","LU0345770308.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) ACC","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0345770993.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) INC","BK4574":"无人驾驶","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU0672654240.SGD":"FTIF - Franklin US Opportunities A Acc SGD-H1","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","LU1548497426.USD":"安联环球人工智能AT Acc","SG9999015952.SGD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (SGD) ACC","BK4581":"高盛持仓","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","BK4543":"AI","LU2756315664.SGD":"ALLIANZ INCOME AND GROWTH \"AMI\" (SGDHDG) INC","BK4511":"特斯拉概念","BK4534":"瑞士信贷持仓","LU0077335932.USD":"FIDELITY AMERICAN GROWTH \"A\" INC","BK4533":"AQR资本管理(全球第二大对冲基金)","LU1629891620.HKD":"ALLIANZ INCOME AND GROWTH \"AMG2\" (H2-HKD) INC","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","BK4516":"特朗普概念","LU1778281490.HKD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (HKD) INC","BK4592":"伊斯兰概念","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","LU0082616367.USD":"摩根大通美国科技A（dist）","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU1066051225.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AC\" (USD) ACC"},"translate_title":"L3 on the road + Tesla approved, the current Wanma Technology has more value potential than ever before","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"300698":1.95,"TSYW.SI":0.6,"TSLA":0.9},"content_text":"最近，智能驾驶领域迎来两条重大消息：我国首批L3级有条件自动驾驶车型公布和特斯拉Robtaxi(无人驾驶出租车)正式获得路测许可。两条消息紧密落地，侧面印证智能驾驶商业化的进程正加速向前迈进。从实际意义出发，这两个标志性的事件，不仅意味着高阶自动驾驶正加速从辅助驾驶功能进化为“汽车主导自动驾驶”的质变，更揭示了车联网产业将迎来规模化应用的黄金窗口。万马科技(300698.SZ)全资子公司优咔科技深耕车联网赛道多年，随着未来L3级自动驾驶的商业化落地加速，车辆对于网络稳定性、带宽、时延的要求以及网联服务的需求有望呈几何级数放大，万马科技或因此迎来价值重构机遇。万马科技17日在投资者互动平台表示，随着高阶智驾的技术演进，公司的连接服务产品已成为智能网联汽车必不可少的基础服务，自动驾驶行业的快速发展，对公司的车联网以及自动驾驶相关业务均有积极的影响。从“辅助”到“脱手”的历史性跨越国内驾驶自动化共分为L0级到L5级6个级别，其中L0至L2级的核心属性仍属驾驶辅助范畴，本质是“人为主、系统为辅”的功能补充；而L3级被明确界定为有条件自动驾驶，车辆控制权逐渐交由自动驾驶系统。L3级智能驾驶获批上路，称得上是一次从“人控”到“机控”的历史性跨越。因为相比L2级，L3级自动驾驶意味着在特定条件下，自动化系统可以持续自主执行驾驶任务，驾驶员无需持续紧盯路况，但须在系统请求时迅速响应、收回控制权。此次L3级汽车产品的获批，意味着自动驾驶整车车型首次以产品形态进入市场，也标志着我国智能网联汽车准入和上路通行试点进入新阶段。若从更长远的视角来看，L3自动驾驶的上路其实远不止是增加了一个“脱手”功能，更是一次技术、法律、商业和社会心理的协同突破。它意味着人类开始正式将部分驾驶权责让渡给机器，是通往完全自动驾驶(L4/L5)道路上必须经历、且最具挑战性的“成人礼”。不止于测试，更是商业模式的“路演”作为智能驾驶领域的核心玩家，特斯拉的一举一动总能引起广泛关注。此次特斯拉的Robotaxi(自动驾驶出租车)测试也是全球科技界关注的焦点。在业内看来，特斯拉此次路测并非一次简单的技术测试升级，更标志着特斯拉酝酿多年的核心战略，正从“造车卖车”转到提供移动出行服务，且进入了最关键的实战验证阶段，其影响将波及整个汽车与出行产业。比如，特斯拉的核心优势在于其庞大的真实车队和数据。Robotaxi路测将收集到最复杂、最宝贵的“无人驾驶运营数据”，这将反哺其FSD(完全自动驾驶)系统，形成其他厂商难以企及的数据壁垒。又比如特斯拉始终坚持纯视觉路线，摒弃激光雷达和高精地图。Robotaxi在复杂城市道路的成功运营，将是对这一技术路线的终极证明，或将重塑行业技术发展方向。汽车智能化趋势下的价值重构机遇可预见的是，自动驾驶技术快速发展，势必会带来产业革新，关联产业也会在跟随发展中获得增长空间。这其中的代表如车联网，它是物联网技术在交通领域的具体应用，通过多层次网络架构与数据交互机制，成为支撑车辆感知、决策与控制全流程智能化的重要基石，被称为智能汽车的“神经”。未来随着L3级自动驾驶的商业化落地加速，车辆对于网络稳定性、带宽、时延的要求以及网联服务的需求有望呈几何级数放大，这直接影响车联网产业的发展。在车联网领域，万马科技是一家极具代表性的企业，近些年也一直在这一领域发力。2021至2025年上半年期间，万马科技车联网业务呈现高速发展态势，营收占主业比例迅速由期初的10%扩张至46%。与此同时，早在中国车企踏上出海路线之前，万马科技便顺势布局海外业务，推出了“连接+”计划，通过与全球主流运营商合作，打造全球ONE SIM一站式解决方案帮助车企实现一张物料、一个平台、一次对接，实现全球一卡通用，助力车企拓展全球市场。且最近几年，万马科技还在加码海外业务布局。据悉，其全资子公司优咔科技目前已实现车联网连接数超1700万，其中海外连接数逾110万。今年1至11月，我国汽车产销分别完成3123.1万辆和3112.7万辆，同比分别增长11.9%和11.4%。公司仍具备广阔的市场开拓空间。依托5g双卡双通(DSDA)、eSIM及AI网络等核心技术优势，以及全球主流运营商资源与智能网联硬件，优咔科技已形成软硬件融合的高阶网联解决方案。该高阶网联解决方案能显著降低乘用车、Robotaxi、Robovan等智能终端的网络端到端延时，扩大网络覆盖范围，提升服务的可靠性稳定性与响应速度，支撑其在全球范围的商业化落地。优咔科技主要营收来自于车联网连接平台及服务。随着智能驾驶的渗透率不断提升，智能网联汽车对网联服务的要求和需求远超传统车辆，它的快速发展与扩容趋势，将让万马科技在技术布局、全球服务、市场资源等领域的优势快速显现，这一利好最终也会在万马科技的营收中呈现出来。值得一提的是，历经多年的“锤炼”，目前万马科技在车联网领域的布局已从单一的车联服务提供商，成功演进为“端-管-云”一体化的软硬一体高阶网联方案提供商，构建了完整的产业生态闭环。眼下，智能驾驶风头正劲，万马科技凭借着在车联网领域扎实的“基本功”，或将在这场由技术革命与政策红利共同驱动的浪潮中，全面绽放其长期布局的价值。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"productRelease","news_rank":0,"symbols":[],"gpt_button":1,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.36.2","shortVersion":"4.36.2","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2592036947","isCrawlerRequest":true}