Core Insights - Cao Cao Mobility (02643) shares rose over 6%, reaching HKD 48.74 with a trading volume of HKD 53.83 million [1] Group 1: Strategic Developments - On December 3, Cao Cao Mobility held a Robotaxi strategic upgrade conference in Hangzhou [1] - CEO Gong Xin announced the upgraded Robotaxi strategy with a ten-year goal of "100 cities and 100 billion" [1] - The company introduced its first future urban transportation hub, the "Green Intelligent Passage Island" [1] Group 2: Partnerships and Collaborations - Cao Cao Mobility is accelerating the commercialization of Robotaxi with the support of Geely's technology ecosystem [1] - A strategic cooperation agreement was signed between Qianli Technology and Cao Cao Mobility to deepen collaboration in the Robotaxi sector [1] - The partnership aims to integrate resources and enhance the operational efficiency and coverage of autonomous driving services [1]

Core Insights - The strategic upgrade of the Robotaxi initiative by Cao Cao Mobility was announced on December 3 in Hangzhou [1] - A strategic cooperation agreement was signed between Qianli Technology and Cao Cao Mobility to enhance collaboration in the Robotaxi sector [1] - The partnership aims to accelerate the large-scale application and commercialization of intelligent driving technology [1]

呈交日期: 2025年12月3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 | | | | 本月底結存 | | | 5,000,000,000 | USD | | 0.00001 | USD | | 50,000 | 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 | | | 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 本月底法定/註冊股本總額： USD 50,000 FF301 第 ...

近日，曹操出行(02643.HK)与越疆科技(02432.HK)正式签署战略合作协议。双方将围绕Robotaxi运营场 景，共同探索机器人技术在车辆清洁、维护、补能等环节的创新应用，推动运维体系向自动化、智能化 升级，为Robotaxi规模化落地提供技术支撑与基础设施保障。12月3日，越疆具身智能人形机器人Atom 作为首批"智能员工"入驻"绿色智能通行岛"并达成多场景应用验证。 曹操出行作为吉利控股集团Robotaxi核心商业化载体，已构建"智能定制车+智能驾驶技术+智能运营"三 位一体的发展战略，是全球少数具备Robotaxi全链条能力的科技出行平台。越疆科技作为全球先进的智 能机器人研发制造商，产品已在全球汽车、3C电子等十五个行业实现规模化应用，全球部署量超过10 万台，积累了深厚的场景理解与技术创新经验，将为Robotaxi的智能化升级提供领先的机器人技术和产 品支撑。 根据战略合作协议，双方将共同拓展机器人场景应用与共创智慧运维行业方案，驱动运营效率跃升： 共同探索机器人技术在Robotaxi运维场景下的创新应用：围绕Robotaxi运维场景，双方将基于自身业务 优势，共同探索机器人技术在车辆清洁 ...

人民财讯12月3日电，近日，曹操出行(02643.HK)与越疆科技(02432.HK)正式签署战略合作协议。双方 将围绕Robotaxi运营场景，共同探索机器人技术在车辆清洁、维护、补能等环节的创新应用，推动运维 体系向自动化、智能化升级，为Robotaxi规模化落地提供技术支撑与基础设施保障。12月3日，越疆具 身智能人形机器人Atom作为首批"智能员工"入驻"绿色智能通行岛"并达成多场景应用验证。 ...

标准化品质出行服务，科技赋能生态重塑 智通财经APP获悉，国盛证券发布研报称，首次覆盖，给予曹操出行(02643)"买入"评级。公司是国内头 部的科技出行平台，深度融合吉利控股集团生态，借定制车协同优势及聚合平台流量优势实现高质量扩 张，科技赋能提质增效，网约车GTV位列行业第二。战略布局自动驾驶业务，是全球稀缺的同时满足 智能定制车、智能驾驶技术及智能运营"三要素的科技出行平台，看好公司长期发展空间。 国盛证券主要观点如下： 中国共享出行领军企业，产业链协同优势显著 曹操出行创立于2015年，是由吉利集团孵化的中国网约车平台，按2024年GTV计算，公司是中国第二 大网约车平台。通过定制车队加强品牌形象，采用与运力伙伴合作的方式快速拓展市场，投资自动驾驶 积极布局下一代出行服务。控股股东在汽车制造、新能源科技、车联网、智能驾驶等领域的全面产业链 布局，与公司的业务发展形成了强大的协同效应，提供了独特的生态优势。1H25公司收入94.56亿元， 同比增长53.50%;毛利率稳步提升，费用持续摊薄;各项经营指标显著提升，网络效应强化。 共享出行赛道空间广阔，格局清晰 出行作为社会运转的基础需求，刚性特征显著，2 ...

Core Viewpoint - Company is positioned as a leading technology-driven ride-hailing platform in China, leveraging its integration with Geely Holding Group to achieve high-quality expansion and strategic development in autonomous driving [1][4] Group 1: Company Overview - Caocao Travel, founded in 2015 and incubated by Geely Group, is the second-largest ride-hailing platform in China based on projected GTV for 2024 [1] - The company reported revenue of 9.456 billion yuan in the first half of 2025, reflecting a year-on-year growth of 53.5%, with a steady increase in gross margin and improved operational metrics [1] Group 2: Market Potential - The Chinese ride-hailing market is projected to reach 8 trillion yuan by 2024, with the shared mobility segment expected to grow from 344.4 billion yuan in 2024 to 800 billion yuan by 2029, at a CAGR of 17% [2] - The competitive landscape is characterized by a dominant player and several strong competitors, with a high concentration in regional markets [2] Group 3: Service and Technology - The company is enhancing its brand image and driver loyalty through standardized ride services and is actively piloting autonomous taxi services in cities like Suzhou and Hangzhou [3] - Four core competitive advantages identified include ecological integration, standardized supply and economic optimization, differentiated brand perception, and technology-driven operational innovation [3] Group 4: Autonomous Driving Market - The global market for autonomous ride-hailing services is expected to reach 359.6 billion dollars by 2035, with favorable conditions for commercialization driven by technological advancements and policy support [4] - The company's collaboration with its parent group is anticipated to create significant competitive barriers and enable it to capitalize on market opportunities [4]

Core Insights - The seventh Global Intelligent Driving Conference was held in Suzhou, focusing on technology trends, regional policies, and cooperation paths to build a new global development pattern for intelligent driving [1] - Cao Cao Mobility's CEO, Gong Xin, announced the upcoming launch of Robotaxi 2.0, emphasizing the arrival of the Robotaxi era and the opportunities it presents [1][10] Market Potential - By 2035, it is expected that there will be 1.9 million Robotaxis operating in China, with a market size exceeding 320 billion RMB [3] - The development of multi-sensor fusion, BEV architecture, end-to-end systems, and large models will significantly enhance the reliability of intelligent driving technology [3] Future Mobility Landscape - The future of shared mobility will involve a mixed operation model of human-driven and autonomous vehicles, leading to a highly centralized ride-hailing platform [5] - Intelligent cabins will evolve into mobile living spaces and personal assistants for users, creating new employment opportunities within the Robotaxi industry [5] Technological Advancements - As of February 28, 2023, Cao Cao Mobility launched the "Cao Cao Zhixing" platform in Suzhou and Hangzhou, marking the pilot phase of Robotaxi 1.0 with over 38,000 kilometers of autonomous driving road tests completed [7] - The company is transitioning from strategic leadership to tactical leadership in the Robotaxi sector, leveraging its partnership with Geely Holding Group [7] Future Outlook - The upcoming Robotaxi 2.0 aims to advance towards automation, scalability, commercialization, and globalization [10] - The company plans to respond to the global intelligent driving conference's initiative for intelligent connected vehicles while creating a safer, smarter, more efficient, and greener future mobility paradigm [10]

Core Insights - The seventh Global Intelligent Driving Conference was held in Suzhou, focusing on technology trends, regional policies, and cooperation paths to build a new global development pattern for intelligent driving [1] - CEO of Cao Cao Mobility, Gong Xin, announced the upcoming launch of Robotaxi 2.0, emphasizing the arrival of the Robotaxi era and the opportunities it presents [1][10] Market Potential - By 2035, it is expected that there will be 1.9 million Robotaxis operating in China, with a market size exceeding 320 billion RMB [3] - The development of multi-sensor fusion, BEV architecture, end-to-end systems, and large models will significantly enhance the reliability of intelligent driving technologies [3] Future Mobility Landscape - The future of shared mobility will involve a mixed operation model of human-driven and autonomous vehicles, leading to a highly centralized platform for Robotaxi services [5] - Intelligent cabins are expected to transform into mobile living spaces and personal assistants for users, indicating a broader evolution of the shared mobility industry beyond just transportation [5] Technological Advancements - As of February 28, this year, Cao Cao Mobility launched the "Cao Cao Zhixing" platform, marking the pilot phase of Robotaxi 1.0, with over 38,000 kilometers of autonomous driving road tests completed [7] - The company is transitioning from strategic leadership to tactical leadership in the Robotaxi sector, supported by Geely Holding Group [7] Future Outlook - The upcoming Robotaxi 2.0 aims to advance towards automation, scalability, commercialization, and globalization, aligning with global initiatives for intelligent connected vehicles [10] - The company envisions creating a safer, smarter, more efficient, and greener future mobility paradigm during the golden age of Robotaxis [10]

Core Insights - Abu Dhabi Investment Office (ADIO) has announced a partnership with Cao Cao Mobility to accelerate the application of smart mobility in Abu Dhabi [1] - As part of the agreement, Cao Cao Mobility will establish a regional headquarters in Abu Dhabi to facilitate its expansion in the UAE [1] - This collaboration aligns with the Smart and Autonomous Vehicle Industry Cluster (SAVI) focusing on a "policy-infrastructure-industry" synergy to bring technology into real-world scenarios [1]