CAOCAO INC(02643)
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李书福自愿延长股份禁售,彰显吉利控股对曹操出行的发展信心
Zhi Tong Cai Jing· 2025-12-31 13:53
Core Viewpoint - The company demonstrates strong confidence in its long-term value and future development prospects through voluntary share lock-up commitments from major stakeholders and management, signaling a commitment to sustainable growth and stability in the capital market [1][2]. Group 1: Share Lock-up Commitments - The controlling shareholder, Li Shufu, and his wholly-owned Ugo Investment Limited have voluntarily committed to a share lock-up until September 30, 2026, for 73.35% of the company's shares [1]. - Following this, 19 members of the management team have also committed not to sell their shares obtained from the pre-IPO incentive plan until June 24, 2026 [1]. - These commitments reflect the confidence of core stakeholders in the company's long-term value and are expected to contribute to the company's stable and healthy development [1]. Group 2: Strategic Acquisitions - On December 30, 2025, the company announced two significant strategic acquisitions: 100% equity of Yao Travel and a proposed acquisition of 100% equity of Geely Business Travel [1]. - Upon completion, these acquisitions will enhance the company's product matrix and establish a one-stop technology travel platform [1]. - The acquisitions will also support the company's international expansion, as Yao Travel has a service network covering 12 international cities, including Paris, Tokyo, and Seoul [2]. Group 3: Robotaxi Development - The company has established a comprehensive development model for Robotaxi, integrating smart customized vehicles, intelligent driving technology, and smart operations, making it a unique player in the market [2]. - The company is accelerating the deployment of its second-generation Robotaxi vehicles and collaborating with Geely and partners to develop fully customized Robotaxi models with proprietary autonomous driving components [2]. - The company has outlined a "three-step" strategy for Robotaxi and set an ambitious goal of "ten years, one hundred cities, and one hundred billion" [3].
看好公司发展前景 曹操出行控股股东自愿延长禁售承诺
Zhi Tong Cai Jing· 2025-12-31 13:18
公司认为,控股股东自愿延长禁售期的承诺展现了控股股东对集团的信心,并有利于公司持续、稳定、 健康发展。 曹操出行(02643)公布,公司获控股股东李书福先生及其全资拥有的Ugo Investment Limited告知,为表达 彼等对公司的长期价值和未来长远发展前景的信心,彼等已自愿向公司承诺,直至2026年9月30日(包括 当日),不会以任何方式出售、转让或委托他人管理彼等直接或间接持有的公司约73.35%股份。 ...
曹操出行(02643) - 自愿公告控股股东自愿延长禁售承诺
2025-12-31 13:07
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) 自願公告 控股股東自願延長禁售承諾 本公告乃由曹操出行有限公司(「本公司」,連同其附屬公司及併表聯屬實體,統 稱「本集團」)自願作出。 本公司認為,控股股東自願延長禁售期的承諾展現了控股股東對本集團的信心, 並有利於本公司持續、穩定、健康發展。 茲提述本公司日期為2025年6月17日的招股章程、2025年6月24日之有關全球發 售配發結果公告,內容有關(其中包括)李書福先生全資擁有的Ugo Investment Limited就其持有的本公司股份做出的禁售承諾。 本公司獲控股股東李書福先生及其全資擁有的Ugo Investment Limited告知,為表 達彼等對本公司的長期價值和未來長遠發展前景之信心,彼等已自願向本公司承 諾,直至2026年9月30日(包括當日)(「禁售期」),不會以任何方式出售、轉 ...
花旗重申曹操出行(02643)“买入”评级,解禁后股价稳健,积极战略并购增强竞争力
智通财经网· 2025-12-31 11:18
Core Viewpoint - Caocao Travel announced two significant strategic acquisitions: 100% stake in Yao Travel Technology Co., Ltd. and a proposed acquisition of 100% stake in Zhejiang Geely Business Services Co., Ltd. [1] Group 1: Strategic Acquisitions - The acquisitions aim to create a comprehensive technology travel platform covering personal and corporate travel, standard and high-end services, integrating "travel + business travel" [1] - Citigroup maintains a "Buy" rating for Caocao Travel with a target price of 70 HKD, highlighting the potential for enhanced market competitiveness and ecosystem integration [1] Group 2: Market Expansion and Client Base - Caocao Travel has served over 13,500 corporate clients since launching its corporate services in 2016, indicating a strong foothold in the corporate travel sector [2] - Yao Travel has a mature service network in 12 global cities, while Geely Business Services offers comprehensive travel solutions, which will enhance service quality for existing clients post-integration [2] Group 3: Future Growth and Market Confidence - The integration is expected to leverage internal resources, creating synergies and positioning Caocao Travel as the core platform for Geely Holding Group's mobility business [2] - Recent stock performance remains stable following the expiration of the lock-up period for cornerstone investors, with institutions like Citigroup optimistic about Caocao Travel's long-term prospects [2]
花旗重申曹操出行“买入”评级,解禁后股价稳健,积极战略并购增强竞争力
Zhi Tong Cai Jing· 2025-12-31 11:14
Core Viewpoint - Caocao Travel announced two strategic acquisitions: 100% stake in Yao Travel Technology Co., Ltd. and a proposed acquisition of 100% stake in Zhejiang Geely Business Services Co., Ltd. [1] Group 1: Strategic Acquisitions - The acquisitions aim to build a comprehensive technology travel platform covering personal and corporate travel, standard and high-end services, integrating "travel + business travel" [1] - Citigroup maintains a "Buy" rating for Caocao Travel with a target price of 70 HKD, highlighting the potential for enhanced market competitiveness and ecosystem integration [1] Group 2: Market Expansion and Customer Base - Caocao Travel has served over 13,500 corporate clients since launching its corporate services in 2016, indicating a strong foothold in the corporate travel sector [2] - Yao Travel offers mature services in corporate meetings, daily transportation, and high-end ride-hailing, while Geely Business Services provides comprehensive travel solutions and event services [2] Group 3: Future Growth and Integration - The integration of Yao Travel and Geely Business Services is expected to leverage Caocao Travel's platform to enhance service quality for existing clients [2] - As a key commercial vehicle for Geely Holding Group's Robotaxi initiative, Caocao Travel aims to become a leading global technology travel platform, driving growth in the business travel market [2] - Following the expiration of the lock-up period for cornerstone investors and public offering shareholders, Caocao Travel's stock price has remained stable, with institutions like Citigroup optimistic about its long-term development [2]
曹操出行因购股权获行使发行2066.36万股
Zhi Tong Cai Jing· 2025-12-31 10:44
曹操出行(02643)发布公告,于2025年12月31日因购股权获行使发行合计2066.36万股。 ...
曹操出行(02643)因购股权获行使发行2066.36万股
智通财经网· 2025-12-31 10:42
智通财经APP讯,曹操出行(02643)发布公告,于2025年12月31日因购股权获行使发行合计2066.36万 股。 ...
曹操出行(02643) - 翌日披露报表
2025-12-31 10:30
FF305 翌日披露報表 (股份發行人 ── 已發行股份或庫存股份變動、股份購回及/或在場内出售庫存股份) 表格類別: 股票 狀態: 新提交 公司名稱: 曹操出行有限公司 呈交日期: 2025年12月31日 如上市發行人的已發行股份或庫存股份出現變動而須根據《香港聯合交易所有限公司(「香港聯交所」)證券上市規則》(「《主板上市規則》」)第13.25A條 / 《香港聯合交易所有限公司GEM證券 上市規則》(「《GEM上市規則》」)第17.27A條作出披露,必須填妥第一章節 。 | 第一章節 | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 1. 股份分類 | 普通股 | 股份類別 | 不適用 | | 於香港聯交所上市 | 是 | | | | 證券代號 (如上市) | 02643 | 說明 | | | | | | | | A. 已發行股份或庫存股份變動 | | | | | | | | | | | 事件 | | 已發行股份(不包括庫存股份)變動 | 佔有關事件前的現有已發 | 庫存股份變動 | 每股發行/出售價 ( ...
吉利出行业务大整合:曹操出行收购耀出行及吉利商旅
经济观察报· 2025-12-31 09:41
Core Viewpoint - The acquisition of high-end travel brand Yao Travel and Geely Business Travel by Cao Cao Travel is a strategic move to build a "one-stop technology travel platform" that integrates various travel services for different customer needs [2][3]. Group 1: Acquisition Details - On December 30, Cao Cao Travel announced the acquisition of 50% equity in Yao Travel for 225 million yuan and the full acquisition of Geely Business Travel for 65 million yuan, making both companies wholly-owned subsidiaries [2]. - This acquisition marks Cao Cao Travel's first major strategic acquisition since its listing on the Hong Kong Stock Exchange [2]. Group 2: Market Context - The high-end travel market in China has faced significant challenges, with a notable decline in business travelers and a drop in high-end hotel prices since the second half of 2024 [3]. - Yao Travel, established in May 2019 as a joint venture between Daimler Group and Geely, has struggled in recent years, including a CEO departure and significant layoffs [3]. Group 3: Financial Performance - Geely Business Travel reported a post-tax profit of 23.3 million yuan for 2024, a decrease of approximately 48% compared to 2023 [4]. - Despite achieving an EBITDA of 260 million yuan over the past 12 months, Geely Business Travel's valuation is only about 75.32 million yuan, reflecting market skepticism about its future [4]. Group 4: Strategic Integration - The integration of Yao Travel and Geely Business Travel into Cao Cao Travel is expected to create significant synergies, enhancing service offerings for both individual and corporate clients [4]. - The company aims to leverage its platform to provide seamless travel and business services, targeting the B2B travel market [4][5]. Group 5: Industry Outlook - The Global Business Travel Association (GBTA) projects that global business travel spending will reach $1.57 trillion in 2025, with China contributing approximately $373.1 billion [5]. - The demand for corporate services is stable, with high average prices and margins, making it a competitive area for travel and hospitality platforms [5].
吉利出行业务大整合:曹操出行收购耀出行及吉利商旅
Jing Ji Guan Cha Wang· 2025-12-31 09:04
Core Viewpoint - Cao Cao Mobility (02643.HK) announced the acquisition of 50% stake in Yao Chuxing (a high-end travel brand) for 225 million yuan and the full acquisition of Geely Business Travel for 65 million yuan, marking its first major strategic acquisition post-IPO [2] Group 1: Company Strategy and Acquisitions - The acquisitions of Yao Chuxing and Geely Business Travel are key strategic moves for Cao Cao Mobility to build a "one-stop technology travel platform" [2] - The integration aims to provide seamless and standardized travel experiences across various customer needs, from daily commuting to business travel management [2] - The acquisitions are part of Geely Holding Group's broader strategy to transition from traditional automotive manufacturing to a green intelligent travel ecosystem, as outlined in the "Taizhou Declaration" [2] Group 2: Performance and Challenges of Acquired Companies - Yao Chuxing has faced challenges in recent years, including a significant decline in the high-end consumer market and a lack of public visibility following management changes and layoffs [3] - Geely Business Travel reported a post-tax profit of 23.3 million yuan for 2024, a 48% decrease from 2023, and its valuation is only 75.32 million yuan despite an EBITDA of 260 million yuan [4] - Over 50% of Geely Business Travel's revenue comes from travel agency and ticketing services, indicating a need for better service diversification [4] Group 3: Market Outlook and Financial Performance - The global business travel market is projected to reach $1.57 trillion by 2025, with China contributing $373.1 billion, highlighting a growing opportunity for corporate travel services [5] - Cao Cao Mobility is currently in a loss-making state, with a loss of 468 million yuan in the first half of 2025, although this represents a 39.8% improvement from the previous year [5]