股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 | 截至月份: | 2025年7月31日 | | | | 狀態: 新提交 | | --- | --- | --- | --- | --- | --- | | 致：香港交易及結算所有限公司 | | | | | | | 公司名稱: | 曹操出行有限公司 | | | | | | 呈交日期: | 2025年8月5日 | | | | | | I. 法定/註冊股本變動 | | | | | | | 1. 股份分類 | 普通股 | 股份類別 | 不適用 | 於香港聯交所上市 (註1) | 是 | | 證券代號 (如上市) | 02643 | 說明 | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | 法定/註冊股份數目 | | | 面值 | | 法定/註冊股本 | | | 上月底結存 | | | 5,000,000,000 | USD | | 0.00001 USD | | 50,000 | | 增加 / 減少 (-) | | | | | | USD ...

Industry Insights - The recent World Artificial Intelligence Conference (WAIC) highlighted the issuance of demonstration operation licenses for intelligent connected vehicles in Shanghai, indicating a supportive regulatory environment for the industry [1] - According to Zheshang Securities, 2025 is expected to be the year of mass production for Robotaxi, with multiple catalysts anticipated for the global Robotaxi industry, including accelerated commercialization, rapid revenue growth for leading companies, and improved profitability per vehicle [1] - The operational scope of global Robotaxi services is expected to continue expanding, suggesting a growing market opportunity [1] Company Developments - Caocao Travel (2643.HK) saw its stock price rise by 9.52% to HKD 47.86, reaching a new high since its listing, with a market capitalization exceeding HKD 26 billion [1] - The company plans to leverage Geely Group's resources to enhance its ride-hailing service through customized vehicle development, optimizing vehicle performance and service features, and advancing the research and launch of autonomous ride-hailing vehicles [2] - Caocao Travel aims to build a more comprehensive travel ecosystem focusing on battery swapping, circular remanufacturing, alcohol-hydrogen energy ride-hailing operations, and AI management [2]

曹操出行(02643)午后拉升逾9%，盘中高见47.78港元再创上市新高。截至发稿，涨7.73%，报47.1港 元，成交额4433.13万港元。 中信建投指出，曹操出行自2025年2月开始Robotaxi的试点运营工作，本次募集资金也将用于开拓下沉 市场、司机补贴、聚合平台佣金支付以及Robotaxi自动驾驶技术的研发。公司计划在2026年底推出基于 L4打造的Robotaxi车辆。该行认为，随着公司逐步拓展更多城市，进一步增加来自地图、本地服务等聚 合平台的订单，公司有望提升市占率。同时，公司背靠吉利汽车，积极拓展自动驾驶技术，有望受益于 头部车企的整车制造能力和Robotaxi大规模商业化运营带来的成长性。 本文源自智通财经网 消息面上，近日，在第八届世界人工智能大会(WAIC)上，上海智能网联汽车示范运营牌照发放。根据 TrendForce集邦咨询报告显示，美国的Robotaxi市场将由特斯拉和Waymo主导，预估规模将于2035年达 365亿美元。中国的Robotaxi产业正蓬勃发展，得益于完善的供应链体系，硬件成本将会快速降低。针 对中国Robotaxi市场，TrendForce集邦咨询预估其市场规 ...

消息面上，近日，在第八届世界人工智能大会(WAIC)上，上海智能网联汽车示范运营牌照发放。根据 TrendForce集邦咨询报告显示，美国的Robotaxi市场将由特斯拉和Waymo主导，预估规模将于2035年达 365亿美元。中国的Robotaxi产业正蓬勃发展，得益于完善的供应链体系，硬件成本将会快速降低。针 对中国Robotaxi市场，TrendForce集邦咨询预估其市场规模将于2035年达445亿美元，2025至2035年间的 CAGR高达96%。 中信建投（601066）指出，曹操出行自2025年2月开始Robotaxi的试点运营工作，本次募集资金也将用 于开拓下沉市场、司机补贴、聚合平台佣金支付以及Robotaxi自动驾驶技术的研发。公司计划在2026年 底推出基于L4打造的Robotaxi车辆。该行认为，随着公司逐步拓展更多城市，进一步增加来自地图、本 地服务等聚合平台的订单，公司有望提升市占率。同时，公司背靠吉利汽车，积极拓展自动驾驶技术， 有望受益于头部车企的整车制造能力和Robotaxi大规模商业化运营带来的成长性。 曹操出行(02643)午后拉升逾9%，盘中高见47.78港元再创上市新 ...

消息面上，近日，在第八届世界人工智能大会(WAIC)上，上海智能网联汽车示范运营牌照发放。根据 TrendForce集邦咨询报告显示，美国的Robotaxi市场将由特斯拉和Waymo主导，预估规模将于2035年达 365亿美元。中国的Robotaxi产业正蓬勃发展，得益于完善的供应链体系，硬件成本将会快速降低。针 对中国Robotaxi市场，TrendForce集邦咨询预估其市场规模将于2035年达445亿美元，2025至2035年间的 CAGR高达96%。 中信建投指出，曹操出行自2025年2月开始Robotaxi的试点运营工作，本次募集资金也将用于开拓下沉 市场、司机补贴、聚合平台佣金支付以及Robotaxi自动驾驶技术的研发。公司计划在2026年底推出基于 L4打造的Robotaxi车辆。该行认为，随着公司逐步拓展更多城市，进一步增加来自地图、本地服务等聚 合平台的订单，公司有望提升市占率。同时，公司背靠吉利汽车，积极拓展自动驾驶技术，有望受益于 头部车企的整车制造能力和Robotaxi大规模商业化运营带来的成长性。 智通财经APP获悉，曹操出行(02643)午后拉升逾9%，盘中高见47.78港元再创上 ...

Core Viewpoint - Caocao Travel (02643) has seen its stock price rise over 6%, reaching a new high of 44.95 HKD, with a trading volume of 42.58 million HKD [1] Group 1: Company Overview - Caocao Travel is a ride-hailing platform incubated by Geely Group, having obtained ride-hailing operation licenses by the end of 2016 [1] - As of December 2024, the company's services will cover 136 cities nationwide [1] - In 2022, the company launched a smart electric custom vehicle, deploying over 34,000 custom vehicles across 31 cities [1] Group 2: Future Developments - In February 2025, Caocao Travel will pilot Robotaxi services in Suzhou and Hangzhou [1] - The company is currently collaborating with Geely Group to develop L4-level Robotaxi custom vehicles, expected to launch by the end of 2026 [1] Group 3: Market Potential - According to a report from CITIC Securities, as the company expands into more cities and increases orders from platforms like maps and local services, it is expected to enhance its market share [1] - The backing of Geely Automotive and active expansion into autonomous driving technology positions the company to benefit from the manufacturing capabilities of leading automotive firms and the growth potential from large-scale commercial operations of Robotaxi [1]

Core Viewpoint - Caocao Travel (02643) has seen a significant increase in stock price, rising over 6% to reach a new high of 44.95 HKD, indicating strong market interest and potential growth in the ride-hailing sector [1] Company Overview - Caocao Travel is a ride-hailing platform incubated by Geely Group, having obtained its operating license by the end of 2016 and currently covering 136 cities in China as of December 2024 [1] - The company launched a smart electric custom vehicle in 2022, with over 34,000 units deployed across 31 cities [1] - A pilot Robotaxi service is set to launch in Suzhou and Hangzhou in February 2025, with plans to develop L4 level Robotaxi vehicles in collaboration with Geely Group, expected to be released by the end of 2026 [1] Market Potential - According to a report from CITIC Construction Investment Securities, as the company expands into more cities and increases orders from aggregation platforms like maps and local services, it is expected to enhance its market share [1] - The collaboration with Geely Group in advancing autonomous driving technology positions the company to benefit from the manufacturing capabilities of leading automotive firms and the potential for large-scale commercialization of Robotaxi services [1]

Core Insights - Recently, Fujian Jiyou Technology Co., Ltd. was established with a registered capital of 20 million RMB [1] - The company is wholly owned by Suzhou Jili Youxing Electronic Technology Co., Ltd., which is a subsidiary of Hangzhou Youxing Technology Co., Ltd., associated with Cao Cao Travel [1] Company Overview - The legal representative of Fujian Jiyou Technology Co., Ltd. is Li Zhiyu [1] - The business scope includes research and development of emerging energy technologies, sales of new energy vehicles, wholesale of auto parts, and sales of new energy vehicle battery swap facilities [1]

Core Viewpoint - The strategic partnership between Cao Cao Mobility and the aerospace company Time Space Dao Yu aims to enhance autonomous driving safety standards by integrating satellite communication and high-precision positioning technology into their Robotaxi operations [1][3][7] Group 1: Strategic Partnership - Cao Cao Mobility announced a strategic collaboration with Time Space Dao Yu to utilize their existing 30 satellites for improving autonomous driving safety [1][3] - This partnership positions Cao Cao Mobility as the first global platform to fully integrate low-orbit satellite communication and centimeter-level high-precision positioning technology in Robotaxi operations [3][4] Group 2: Safety and Technology Integration - The integration of satellite communication ensures real-time data transmission and emergency reporting, maintaining reliable connections between vehicles and control centers [4][5] - Cao Cao Mobility's autonomous driving platform will achieve centimeter-level positioning accuracy, even in complex urban environments, enhancing operational safety [5][6] Group 3: Market Response and Future Plans - Following the announcement, Cao Cao Mobility's stock price increased by 4.56%, indicating market confidence in its Robotaxi business potential [3] - The company plans to launch a custom L4-level Robotaxi model by the end of 2026, designed for long-term operation with lower total cost of ownership (TCO) [7]

Core Viewpoint - The strategic partnership between Cao Cao Mobility and the aerospace company Time Space Dao Yu aims to enhance the safety standards of autonomous driving through satellite communication and high-precision positioning technology, marking a significant step towards the commercialization of Robotaxi services [1][3][10]. Group 1: Strategic Partnership and Technology Integration - Cao Cao Mobility announced a strategic cooperation with Time Space Dao Yu to utilize its existing 30 satellites for improving autonomous driving safety [1]. - The collaboration will explore the integration of global satellite communication and high-precision positioning technology for managing and operating autonomous vehicle fleets [3]. - This initiative positions Cao Cao Mobility as the first global platform to fully integrate low-orbit satellite communication and centimeter-level high-precision positioning technology in Robotaxi operations [3][10]. Group 2: Safety and Operational Enhancements - The partnership aims to ensure that vehicles are "always online and never disconnected," enhancing real-time data transmission and emergency reporting capabilities [6]. - Vehicles will achieve centimeter-level positioning accuracy, even in complex urban environments, ensuring reliable operation under adverse weather conditions [7]. - Cao Cao Mobility's existing ride-hailing services have demonstrated a significantly lower accident rate compared to industry averages, indicating a strong focus on safety [5]. Group 3: Future Developments and Market Position - The company plans to launch a custom L4-level Robotaxi model by the end of 2026, designed specifically for autonomous driving with lower total cost of ownership [10]. - Cao Cao Mobility's integration with Geely Group's resources positions it as a key player in the future of shared mobility, with a comprehensive ecosystem that includes vehicle manufacturing, autonomous driving technology, and operational platforms [9][10]. - Following the announcement of the partnership, Cao Cao Mobility's stock price increased by 4.56%, reflecting market confidence in its Robotaxi business potential [3].