此外，我们的车辆销量大幅增长，由2024年上半年的2826辆增加至2025年上半年的7993辆。在2023年第 四季度至2025年第二季度相继进行的七次涵盖全国数千名共享出行用户的季度调查中，于中国领先共享 出行平台中，曹操出行获评为"服务口碑最佳"，用户认可度排名第一，充分体现我们对卓越的不懈追 求。有关调查乃由我们委托并由第三方进行，有关第三方独立管理数据的收集及分析。 智通财经APP讯，曹操出行(02643)发布截至2025年6月30日止6个月中期业绩，该集团取得收入人民币 94.56亿元(单位下同)，同比增加53.5%;经调整净亏损3.3亿元，同比减少34%;公司拥有人应占亏损4.95亿 元，同比减少35.45%;每股基本亏损1.09元。 截至2025年6月30日，我们在163个城市经营业务。截至2025年6月30日止6个月，我们的总GTV为110亿 元，较截至2024年6月30日止6个月的71亿元增加53.6%。截至2025年6月30日止6个月，我们的总订单量 达379.5百万单，较去年同期254.8百万单增加49.0%。截至2025年6月30日，我们在31个城市部署一支超 过3.7万辆定制车的车队 ...

格隆汇8月26日丨曹操出行(02643.HK)发布公告，截至2025年6月30日止六个月，公司收入增加53.5%至 人民币95亿元。持续增长带来的规模效应与营运效率提升，显著推动毛利增长并使毛利率稳步改善，公 司的毛利率由截至2024年6月30日止六个月的7.0%提升至截至2025年6月30日止六个月的8.4%。 此外，公司已将并预期将更加战略性地专注于车辆销售。公司的车辆销量由截至2024年6月30日止六个 月的2,826辆大幅增加至截至2025年6月30日止六个月的7,993辆。截至2025年6月30日止六个月，公司的 车辆销售收入为人民币7.436亿元，较截至2024年6月30日止六个月的人民币3.133亿元增长137.3%。公 司相信，出行运营车辆拥有庞大的市场，凭藉公司在设计及运营定制车方面的独特优势，公司具备在这 一市场中竞争的优势。 凭藉公司的竞争优势、地理扩张的成功、Robotaxi的强劲发展势头以及与吉利集团的战略关系，公司将 继续优化增长策略，致力实现快速增长与盈利能力的健康结合。 公司将继续投资于旗下自动驾驶平台曹操智行，以增强公司Robotaxi运营能力，并寻求机会逐步将 robota ...

香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責，對其準確性 或完整性亦不發表任何聲明，並明確表示概不會就本公告全部或任何部分內容而產生或因倚賴 該等內容而引致的任何損失承擔任何責任。 CaoCao Inc. 曹操出行有限公司 （於開曼群島註冊成立的有限公司） （股份代號：02643） 關連交易 向關連附屬公司 提供財務資助 及技術開發（委託）協議 向關連附屬公司提供財務資助 於2025年8月26日，杭州優行及蘇州吉利優行各自與曹智汽車就擔保訂立擔保 協議，據此，杭州優行及蘇州吉利優行將提供不超過人民幣90百萬元的連帶責 任擔保，以供曹智汽車向銀行申請為期一年的貸款，該期限與曹智汽車與銀行 訂立的貸款融資協議的期限相同。擔保的最高擔保額乃參考貸款融資協議的信 貸額度而釐定。截至本公告日期，曹智汽車尚未向銀行申請貸款。本公司將就 擔保按年化利率不超過0.5%收取擔保費，估算金額不超過人民幣0.45百萬元。 曹智汽車為本公司的附屬公司。截至本公告日期，曹智汽車由本公司全資附 屬公司蘇州優行持有55%權益，由李先生控制的重慶睿藍汽車科技持有45%權 益。於本公告日期，李先生間接持有本公司約77 ...

財務摘要 未經審計 截至以下年度止六個月 香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責，對其準確性 或完整性亦不發表任何聲明，並明確表示概不會就本公告全部或任何部分內容而產生或因倚賴 該等內容而引致的任何損失承擔任何責任。 CaoCao Inc. 曹操出行有限公司 （於開曼群島註冊成立的有限公司） （股份代號：02643） 截至2025年6月30日止六個月之中期業績公告 曹操出行有限公司董事會欣然公佈本集團截至2025年6月30日止六個月之未經審 計合併中期業績，連同截至2024年6月30日止六個月之比較數字，已經董事會審 核委員會審閱。 | | 截至6月30日止六個月 | | 同比變動 | | --- | --- | --- | --- | | | 2025年 | 2024年 | % | | GTV（人民幣百萬元） | 10,954 | 7,132 | 53.6 | | 訂單量（千計） | 379,505 | 254,766 | 49.0 | | AOV（人民幣元） | 28.9 | 28.0 | 3.2 | | 日訂單量（千計） | 2,108 | 1,400 | 50.6 | ...

消息面上，8月22日盘后，恒生指数公司公布了其定期的半年度指数调整结果，其中，曹操出行获纳入 恒生综合指数，变动将于9月5日收市后实施并于9月8起生效。此前摩根大通、华泰证券等多家机构已预 测曹操出行有望于9月8日纳入港股通交易范围。浙商证券研报指出，公司依托吉利生态，已稳居网约车 行业第二，并且"定制车+智能驾驶+出行平台" Robotaxi 三位一体生态闭环雏形已成，有望在即将到来 的Robotaxi商业化浪潮中抢占先机，打开中长期估值空间。 智通财经APP获悉，曹操出行(02643)涨超5%，高见82.5港元再创新高。截至发稿，涨5.05%，报81.2港 元，成交额4736.46万港元。 ...

Core Viewpoint - Caocao Travel (02643) has seen its stock price rise over 5%, reaching a new high of 82.5 HKD, following its inclusion in the Hang Seng Composite Index, effective September 8 [1] Group 1: Stock Performance - As of the report, Caocao Travel's stock increased by 5.05%, trading at 81.2 HKD with a transaction volume of 47.36 million HKD [1] Group 2: Index Inclusion - On August 22, the Hang Seng Index Company announced its semi-annual index adjustment results, which included Caocao Travel in the Hang Seng Composite Index [1] - The adjustment will be implemented after market close on September 5 and will take effect on September 8 [1] Group 3: Market Predictions - Several institutions, including JPMorgan and Huatai Securities, have predicted that Caocao Travel is likely to be included in the Hong Kong Stock Connect trading range starting September 8 [1] Group 4: Company Positioning - According to a report by Zheshang Securities, Caocao Travel has established itself as the second-largest player in the ride-hailing industry, leveraging the Geely ecosystem [1] - The company is developing a three-in-one ecosystem comprising customized vehicles, intelligent driving, and a ride-hailing platform, positioning itself to capitalize on the upcoming Robotaxi commercialization wave, which could enhance its long-term valuation [1]

滴滴出行：今年年底前，将把每笔订单最高抽成上限从29%降至27% 近日，多家网约车宣布降低抽成。其中，滴滴出行、T3出行都将最高抽成降低至27%，曹操出行则降低至22.5%。高德打车也表示，将联合网约车平台合 作伙伴，支持司机权益保障。 滴滴出行表示，今年年底前，将把每笔订单最高抽成上限从29%降至27%，超出27%的部分将随单返还。虽然目前抽成达到27%以上的订单只占极少数， 但希望通过这项无门槛的调整，进一步确保滴滴平台内所有网约车司机都能受益。 来源：滴滴出行公众号 滴滴出行同时表示，滴滴在扩大平台就业容量的同时，努力稳定司机收入，持续降低抽成，2024年，滴滴所有订单平均抽成为14%。在公开透明的账单页 面，司机师傅们可以看到每笔订单的抽成，有高有低，还有一些订单是不抽成、负抽成。司机师傅也可以通过滴滴车主App流水页面查看司机收入报告， 可以看到过去7天平均抽成和上月平均抽成。 T3出行：今年年底前，抽成比例26%-27%的订单数量占比将从21%降至17% T3出行表示，平台抽成比例最高不超过27%，今年年底前，抽成比例26%-27%的订单数量占比将从21%降至17%。 来源：T3出行公众号 T3出 ...

Core Viewpoint - Caocao Travel has been selected to be included in the Hang Seng Composite Index, effective September 8, 2025, indicating strong market recognition and potential for growth [1] Group 1: Company Performance and Market Position - Since its listing on the Hong Kong Stock Exchange on June 25, 2025, Caocao Travel's stock price has been on the rise, supported by positive ratings from various institutions [1] - The company has established itself as the second-largest player in the ride-hailing industry, leveraging the Geely ecosystem [1] - By the end of 2024, Caocao Travel is expected to have approximately 1.5 million active vehicles on its platform, achieving a Gross Transaction Value (GTV) of around 17 billion yuan [1] Group 2: Business Strategy and Growth Potential - Caocao Travel has deployed 34,000 customized electric vehicles in 31 core cities, leading the market in terms of fleet size [2] - The total cost of ownership (TCO) for the customized vehicles is 36% lower than typical electric vehicles, contributing to an expected gross margin increase to 8.1% in 2024 [2] - The Robotaxi business is anticipated to be the company's largest growth driver, with the "Caocao Zhixing" autonomous driving platform launched in February 2025 [2] - The company is collaborating with Geely to develop L4-level Robotaxi models, which are expected to have significantly lower TCO compared to industry peers [2] Group 3: Financial Projections - According to Zheshang Securities, Caocao Travel's projected revenues for 2025, 2026, and 2027 are 19.7 billion, 25.6 billion, and 30 billion yuan respectively, with a compound annual growth rate of 27% [2] - The company is expected to achieve positive EBIT for the first time in 2026 and to become fully profitable by 2027 [2] - Current valuation levels are significantly lower than international peers, presenting an attractive investment opportunity [2]

Core Viewpoint - Caocao Travel has been selected to be included in the Hang Seng Composite Index, effective September 8, 2025, which is expected to enhance its market visibility and trading volume [1] Group 1: Company Performance and Market Position - Since its listing on the Hong Kong Stock Exchange on June 25, 2025, Caocao Travel's stock price has been on the rise, supported by positive ratings from various institutions [1] - The company has established itself as the second-largest player in the ride-hailing industry, leveraging the Geely ecosystem [1] - By the end of 2024, Caocao Travel is projected to have approximately 1.5 million active vehicles on its platform, with a Gross Transaction Value (GTV) of around 17 billion yuan [1] Group 2: Business Model and Growth Strategy - Caocao Travel operates a light-asset model, entering 85 new cities by selling customized vehicles to local partners, incentivizing them to provide services on the platform [1] - The company has over 1,000 cooperative merchants in its ecosystem, with partner revenue increasing by 34% year-on-year, and plans to open 200 new cities in 2025 [1] Group 3: Cost Control and Profitability - The company has deployed 34,000 customized electric vehicles in 31 core cities, achieving the largest fleet in its category, with a Total Cost of Ownership (TCO) 36% lower than typical electric vehicles [2] - The gross margin is expected to improve to 8.1% in 2024, indicating ongoing enhancements in profitability [2] Group 4: Future Growth Potential - The Robotaxi business is anticipated to be the company's largest growth driver, with the "Caocao Zhixing" autonomous driving platform launched in February 2025 [2] - By 2035, the Chinese Robotaxi market is projected to reach 1.6 trillion yuan, and Caocao Travel aims to capitalize on this growth through its integrated ecosystem of customized vehicles, smart driving, and ride-hailing services [2] - Revenue forecasts for Caocao Travel from 2025 to 2027 are 19.7 billion, 25.6 billion, and 30 billion yuan respectively, with a compound annual growth rate of 27% [2]

Dear non-registered shareholder(s), Arrangement of Electronic Dissemination of Corporate Communications Pursuant to Rule 2.07A of the Rules Governing The Listing of Securities on The Stock Exchange of Hong Kong Limited (the "Listing Rules") under the expansion of paperless listing regime and electronic dissemination of corporate communications that came into effect on 31 December 2023, CaoCao Inc. (the "Company") is writing to inform you that the Company has adopted electronic dissemination of corporate com ...