Group 1 - The core viewpoint of the article is that Wanma Technology's subsidiary, Youka Technology, focuses on providing products and services related to vehicle networking, platform operation, and autonomous driving toolchains, but does not currently engage in the development of automotive-grade chips [1] Group 2 - Youka Technology is a wholly-owned subsidiary of Wanma Technology [1] - The company primarily serves automotive manufacturers [1] - The services offered include vehicle networking connection management and platform operation [1]

Group 1 - The company focuses on providing network connectivity and data closed-loop solutions for smart industries, including smart vehicles [1] - The company offers cloud solutions/services necessary for autonomous driving research and development to manufacturers [1] - Currently, the company's products do not include communication devices or software specifically for unmanned aerial vehicles, but its capabilities in 5G connectivity solutions, eSIM, and edge computing can be applied to the low-altitude economy [1]

Core Insights - The 2025 Inclusion Bund Conference in Shanghai marked the global debut of Hello Robot1, the first mass-produced Robotaxi model from Hello, alongside the announcement of its Robotaxi strategic plan [1] - The autonomous driving industry is transitioning from concept validation to large-scale commercial operations, with significant developments from companies like Waymo, Tesla, Uber, and local players like LuoBo Kuaipao [2] - Youka Technology, a subsidiary of Wanma Technology, is establishing a comprehensive solution for Robotaxi services, focusing on four core areas: intelligent networking, computing-network integration, data closure, and global operations [3] Industry Developments - The autonomous driving sector is witnessing a surge in demand across logistics, sanitation, and public transport, with companies like Jiushi Intelligent demonstrating significant operational cost reductions and efficiency improvements [2] - Youka Technology has developed advanced technologies in intelligent networking, including 5G dual SIM capabilities, ensuring stable connections for Robotaxi operations [3] - The company has established a global operational capability, supporting eSIM standards and enabling seamless connectivity across nearly 130 countries [3] Technological Advancements - Youka Technology's self-developed "Aoyun" platform integrates NVIDIA H20 computing clusters and DeepSeek models, significantly reducing algorithm iteration cycles to hours [4] - The company leverages 5G private networks and edge computing to provide low-latency network support for Robotaxi services [4] Strategic Collaborations - Youka Technology has formed strategic partnerships with leading autonomous driving companies, including Hello and Zhixingzhe, to enhance the commercial viability of Robotaxi services [5][6] - The collaboration with Hello signifies Youka's entry into the core service area of Robotaxi, validating its technological capabilities and establishing a foundation for future cooperation [5] - The partnership with Zhixingzhe extends the application of "5G + autonomous driving" to broader Robo X scenarios, ensuring high reliability and low latency for their autonomous vehicles [6] Market Positioning - Youka Technology's collaborations are designed to achieve "complementary advantages," linking its technological capabilities with the strengths of partners like Hello and Zhixingzhe [7] - As the smart driving industry enters a phase of large-scale commercialization, the value of vehicle networking as a core infrastructure is becoming increasingly prominent [7] - Youka Technology's strategic positioning in the vehicle networking sector is expected to drive its performance growth and open new avenues for its parent company, Wanma Technology [7]

Core Viewpoint - Wanma Technology's subsidiary, Youka Technology, has entered into a cooperation agreement with Hello to provide advanced connectivity services for Hello's first self-developed Robotaxi model, laying a solid foundation for future collaboration in Robotaxi technology and business [1] Group 1 - Wanma Technology's subsidiary, Youka Technology, is focused on enhancing the Robotaxi project through advanced connectivity services [1] - The partnership aims to support the development and advancement of Hello's Robotaxi initiative [1] - This collaboration sets the stage for comprehensive future cooperation between Wanma Technology and Hello in the Robotaxi sector [1]

Core Viewpoint - Wanma Technology's subsidiary, Youka Technology, has entered into a cooperation agreement with Hello to provide advanced networking services for Hello's first self-developed Robotaxi model [1] Company Summary - Wanma Technology's subsidiary, Youka Technology, is focused on providing high-level networking services [1] - The partnership with Hello marks a significant step in the development of autonomous vehicle technology [1] Industry Summary - The collaboration highlights the growing trend of partnerships in the autonomous vehicle sector, particularly in the development of Robotaxi services [1] - This agreement may indicate increased competition and innovation within the autonomous vehicle market [1]

Core Viewpoint - Wanma Technology has been engaged in eSIM business for several years, positioning itself as a leading provider of comprehensive eSIM solutions that support multiple standards [1] Group 1: Company Overview - The company offers the ONE SIM solution, which supports GSMA SGP.02 (consumer electronics eSIM remote provisioning standard), SGP.22 (IoT eSIM management standard), and SGP.32 (automotive eSIM dedicated standard) [1] - Wanma Technology is the first provider to simultaneously support all these standards in its eSIM offerings [1] Group 2: Industry Application - The eSIM solutions provided by the company have already been applied in the automotive sector, indicating a practical implementation of its technology [1]

格隆汇9月11日丨万马科技(300698.SZ)在投资者互动平台表示，公司为哈啰首款Robotaxi自研车提供高 阶网联等服务。 ...

Group 1 - The company has been engaged in eSIM business for several years and is considered a leader in the domestic industry [1] - The company's ONE SIM solution supports multiple GSMA standards, including SGP.02, SGP.22, and SGP.32, making it the first provider to support all these standards simultaneously [1] - The eSIM technology has already been applied in the vehicle networking sector, with plans to expand its application to more fields in the future [1]

Group 1 - The core viewpoint of the news highlights the recent performance and financial metrics of Wanma Technology, including stock price movements and trading volumes [1][2] - As of September 11, Wanma Technology's stock price increased by 2.10% to 46.20 CNY per share, with a total market capitalization of 6.191 billion CNY [1] - The company has seen a year-to-date stock price increase of 34.07%, with a 7.14% rise over the last five trading days [1] Group 2 - Wanma Technology's main business segments include vehicle networking (46.44%), cabinet and chassis products (30.39%), industrial control products (11.64%), other products (6.64%), and medical information products (4.89%) [1] - For the first half of 2025, Wanma Technology reported a revenue of 339 million CNY, representing a year-on-year growth of 50.91%, and a net profit attributable to shareholders of 16.464 million CNY, up 3.06% [2] - The company has distributed a total of 35.242 million CNY in dividends since its A-share listing, with 30.82 million CNY distributed over the past three years [2]

2025 年第一次临时股东会决议公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，不存在任 何虚假记载、误导性陈述或重大遗漏。 特别提示： 证券代码：300698 证券简称：万马科技 公告编号：2025-034 万马科技股份有限公司 6、本次股东会的召集、召开符合《公司法》、《上市公司股东会规则》 以及《公司章程》的规定，会议的表决程序和表决结果合法有效。 2、本次股东会未涉及变更以往股东会已经通过的决议。 一、会议召开情况 1、召开时间 （1）现场会议召开时间：2025 年 9 月 10 日（星期三）下午 15:00。 （2）网络投票时间：2025 年 9 月 10 日。其中，通过深圳证券交易所交易 系统进行网络投票的具体时间为：2025 年 9 月 10 日上午 9:15-9:25，9:30-11:30， 下午 13:00-15:00；通过深圳证券交易所互联网投票系统投票的具体时间为： 2025 年 9 月 10 日上午 9:15 至下午 15:00 期间的任意时间。 1、本次股东会没有补充、否决或修改提案的情况。 2、现场会议地点：杭州市西湖区天际大厦 11 层公司会议室 3、会议召集人： ...