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12月31日 狀態: 新提交 公司名稱: 如祺出行科技有限公司 呈交日期: 2026年1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) | 09680 | 說明 | | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 480,000,000 | USD | | 0.0005 | USD | | 240,000 | | 增加 / 減少 (-) | | | 0 | | | | USD | | 0 | | 本月底結存 | | | 480,000,000 | USD | | 0.0005 | USD | | 240,000 | 本月底法定/註冊股本總額： USD 240,000 ...

Core Insights - The shared economy model, leveraging internet technology and resource sharing, has rapidly emerged, significantly impacting various sectors including transportation and finance [1] - The shared mobility sector has seen a recovery in transaction volume, reaching 234.5 billion yuan in 2024, a year-on-year increase of 9.07% [1][9] - Future growth is expected as shared mobility integrates with advanced technologies like autonomous driving and electric vehicles, enhancing service intelligence and sustainability [1][9] Shared Mobility Industry Overview - Shared mobility refers to transportation methods where users do not own vehicles but share them, including ride-hailing services and bike-sharing [2] - The industry encompasses various innovative models such as ride-hailing, bike-sharing, and car-sharing services [2] Development Background of Shared Mobility - The shared economy, centered around internet platforms, optimizes resource allocation and enhances efficiency [4] - China's shared economy market size is projected to grow from 19.6 trillion yuan in 2015 to 44.6 trillion yuan in 2024, with a compound annual growth rate of 9.57% [4] Shared Mobility Industry Chain - The industry chain includes hardware suppliers (vehicle manufacturers, battery suppliers) at the upstream, platform operators in the middle, and end-users at the downstream [5] Current State of Shared Mobility - The user base for shared mobility in China has grown from 380 million in 2016 to 710 million in 2024, with a compound annual growth rate of 8.13% [8] - The shared mobility sector is becoming a vital part of urban transportation, driven by urbanization and increasing environmental awareness [8] Competitive Landscape and Key Players - The shared mobility industry features a competitive landscape with major players like Didi Chuxing, Cao Cao Mobility, and others in ride-hailing, while bike-sharing is dominated by companies like Hello Bike and Meituan Bike [9] Future Trends in Shared Mobility - The integration of services and the emergence of Mobility as a Service (MaaS) will enhance user experience and operational efficiency [13] - Technological advancements will improve user experience and operational intelligence, with AI and autonomous driving playing key roles [14] - The green transition in shared mobility will involve collaboration with urban energy systems, enhancing sustainability [15]

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11月30日 狀態: 新提交 致：香港交易及結算所有限公司 公司名稱: 如祺出行科技有限公司 呈交日期: 2025年12月1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) | 09680 | 說明 | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | 法定/註冊股本 | | | 上月底結存 | | | 480,000,000 | USD | | 0.0005 USD | | 240,000 | | 增加 / 減少 (-) | | | 0 | | | USD | | 0 | | 本月底結存 | | | 480,000,000 | USD | | 0.0005 USD | | 240,000 | 本月底法定/註冊股本總額： USD 240,000 FF ...

Core Insights - The article highlights the strategic focus of the company on the commercialization of autonomous driving through its "Robotaxi+" initiative, which encompasses three core business areas: Robotaxi operations, intelligent driving data solutions, and AI data services for various industries [2][3] - The global Robotaxi market is entering a critical phase of large-scale commercialization, and the company aims to enhance its operational infrastructure while expanding its data solutions across the intelligent driving industry chain [2] - The "Robotaxi+" strategy leverages the company's operational foundation to drive low-cost, high-quality data acquisition, facilitating a closed-loop system of scale operations, data collection, technology iteration, and mass production application [2] Business Developments - At the Guangzhou Auto Show, the company unveiled its "Intelligent Driving Data Collection Vehicle" plan, which allows for rapid modification of mass-produced vehicles for ride-hailing services while simultaneously collecting road environment and driver behavior data [3] - The company initiated its "Robotaxi+" strategy in July, offering comprehensive solutions to local regulatory bodies, autonomous driving tech firms, and other ecosystem partners to accelerate the large-scale commercialization of Robotaxi services [3] - As of November this year, the company's Robotaxi services have expanded significantly, with a professional annotation team exceeding 1,500 members and delivering over 700,000 annotated frames monthly, serving over 100 well-known enterprises [3]

Core Insights - The Guangzhou International Auto Show highlighted the commercialization of autonomous driving and Robotaxi services, with 如祺出行 showcasing its "Robotaxi+" strategy aimed at accelerating the mass application of autonomous driving technology [1][2] Group 1: Robotaxi Operations - 如祺出行 plans to expand its Robotaxi operations to 100 core cities over the next five years, aiming to build a fleet of over 10,000 Robotaxis and establish a three-tier operational network to support 100,000 Robotaxi operations annually [3] - The company has been operating over 300 Robotaxis since September 2025, covering areas such as Guangzhou, Shenzhen, and the Hengqin Guangdong-Macao Deep Cooperation Zone, with more than 10,000 operational stations [5] Group 2: Data Solutions - High-quality data is essential for the continuous iteration of autonomous driving technology, and 如祺出行 introduced its "如祺智驾数据采集车" solution at the auto show, which allows for the collection of road environment and driver behavior data while generating revenue [6][8] - As of September 2025, the first batch of over 300 data collection vehicles has been operating regularly in Guangzhou, utilizing an in-house data labeling platform to automate data processing and improve efficiency [7] - The company is expanding its AI data services brand "如祺数据" to various industries, leveraging its data processing capabilities accumulated in the autonomous driving sector, and currently serves over 100 well-known enterprises [7]

Core Insights - The Guangzhou International Auto Show showcased the advancements of Guangzhou Chuangqi Mobility Technology Co., Ltd. (如祺出行) in the commercialization of autonomous driving, highlighting their three core business areas: Robotaxi operations, intelligent driving data solutions, and AI data service matrix for various industries [1][2] Group 1: Robotaxi Operations - As of September 2025, the company plans to operate over 300 Robotaxi vehicles, covering cities such as Guangzhou, Shenzhen, and the Hengqin Guangdong-Macao Deep Cooperation Zone, with more than 10,000 operational stations [2] - The "Robotaxi+" initiative aims to leverage the company's operational foundation to drive low-cost, high-quality data for accelerating autonomous driving technology iterations and mass production applications [1] Group 2: Data Solutions - The company introduced the "如祺智驾数据采集车" (Intelligent Driving Data Collection Vehicle) at the auto show, which allows for rapid modification of mass-produced vehicles for ride-hailing services while collecting road environment and driver behavior data, thus reducing data acquisition costs significantly [2] - The professional annotation team has grown to over 1,500 members, delivering more than 700,000 annotated frames monthly and serving over 100 well-known enterprises, positioning the company as a key player in promoting AI technology across industries [2] Group 3: AI Data Services - The AI data service matrix is designed to enhance the value of data assets by supporting various industry applications, creating a closed loop of "scale operation - data acquisition - technology iteration - mass production application" [1]

Core Insights - The article highlights the evolving collaboration models between automotive companies and technology firms, particularly in the context of the Robotaxi market, which is approaching a critical point for large-scale commercialization [2][4][5] - GAC Group's mobility platform, "如祺出行," is positioned as a leader in the Robotaxi sector, showcasing its "Robotaxi+" strategy aimed at accelerating the commercialization of Robotaxi services through partnerships and data solutions [2][3][5] Group 1: Robotaxi Market Overview - The global Robotaxi market is projected to exceed $280 billion by 2030, with China expected to capture nearly 40% of this market share [4] - Despite the promising outlook, challenges such as high costs, regulatory delays, and complex operational scenarios hinder the large-scale deployment of Robotaxi services [4][5] Group 2: 如祺出行's Strategy - 如祺出行 aims to be a key player in the AI and autonomous driving ecosystem, leveraging its early investments in autonomous driving commercialization [3][6] - The company plans to expand its Robotaxi operations to 100 core cities and build a fleet of over 10,000 Robotaxis within the next five years [5] Group 3: Data Solutions and Infrastructure - 如祺出行's "Robotaxi+" strategy includes a focus on post-commercialization maintenance services, with plans to establish over 1,000 infrastructure stations to support the operation of 100,000 Robotaxis annually [5][6] - The company is developing a data service matrix that extends beyond Robotaxi operations, targeting various industries with AI data solutions [5][6] Group 4: Data Collection Innovations - The introduction of the "智驾数据采集车" (Intelligent Driving Data Collection Vehicle) aims to reduce data acquisition costs while generating valuable real-world driving data [7][8] - 如祺出行 has automated its data labeling process, significantly increasing efficiency and reducing reliance on human labor, with a team of over 1,500 dedicated to data annotation [8] Group 5: Market Potential for AI Data Services - The AI data service market in China is projected to grow from 5.8 billion yuan in 2024 to 17 billion yuan by 2028, with a compound annual growth rate of 30.84% [8]

Core Insights - The Guangzhou Auto Show highlighted the commercialization of autonomous driving and Robotaxi services as a key focus for the industry [1][2] Group 1: Company Strategy - The company, 如祺出行, has launched the "Robotaxi+" strategy aimed at accelerating the large-scale commercialization of Robotaxi services by providing comprehensive solutions to regulatory bodies and technology partners [2] - The strategic plan includes expanding Robotaxi operations to 100 core cities and building a fleet of over 10,000 Robotaxis within the next five years [2] - The company has already established a mixed operation platform for human-driven ride-hailing and Robotaxi services, with over 300 Robotaxis currently in operation as of September 2025 [2] Group 2: Data Solutions - High-quality data is identified as essential for the continuous iteration of autonomous driving technology, with the introduction of the "如祺智驾数据采集车" to collect data while generating revenue [3] - The company has developed a self-research data labeling platform that automates the pre-labeling of raw data, significantly reducing reliance on human labor and improving data utilization efficiency [3] - The company is expanding its data services beyond the autonomous driving sector into various industries such as healthcare, education, finance, and law, leveraging its data processing capabilities [3] Group 3: Market Presence - As of November 2023, the company has a specialized labeling team of over 1,500 people, delivering more than 700,000 labeled frames monthly to over 100 well-known enterprises [3]

Core Insights - The "Robotaxi+" strategy of 如祺出行 has been recognized for its forward-looking approach in the large-scale commercialization of autonomous driving technology, earning the "2025 Annual Growth Value Golden Bull Award" [1][4]. Group 1: Award and Recognition - The "Golden Bull Award" series, established in 1999 by China Securities Journal, is regarded as the "Oscar" of the financial sector, aimed at identifying companies with outstanding performance and governance [3]. - The 2025 Hong Kong Golden Bull Awards included 11 categories, with 如祺出行 being acknowledged alongside companies like 宁德时代 and 顺丰同城, reflecting its growth potential recognized by the market [4]. Group 2: Company Overview and Achievements - 如祺出行 officially listed on the Hong Kong Stock Exchange in July 2024 and is a pioneer in the commercialization of autonomous driving, launching an open autonomous driving operation technology platform in 2022 [4]. - As of September 2025, 如祺出行 operates over 300 Robotaxi vehicles, covering areas in Guangzhou, Shenzhen, and the Hengqin Guangdong-Macao Deep Cooperation Zone, with more than 10,000 operational stations [4]. - The company has achieved over 5 million kilometers in safe operational mileage and reported a year-on-year increase of over 470% in autonomous driving service order volume in the first half of 2025, with monthly active users growing by over 70% [4]. Group 3: Future Plans - In July 2025, 如祺出行 upgraded its Robotaxi business by launching the "Robotaxi+" strategy, offering comprehensive solutions to local regulatory bodies and partners in the autonomous driving ecosystem [5]. - The company plans to expand its Robotaxi operations to 100 core cities over the next five years, aiming to build a fleet of over 10,000 Robotaxi vehicles and invest in a 10 billion-level investment plan to establish a three-tier operational network across 100 cities [5].

Group 1 - The article discusses the operations of a company named 如祺出行, which is involved in the transportation industry [1] - The company is identified by its stock code 9680.HK, indicating its listing on the Hong Kong Stock Exchange [2]