海汽集团发布年报：出行主业提质增效，布局“智驾+低空”未来产业

Core Viewpoint - Haikou Group (603069.SH) reported a stable revenue of 837 million yuan for 2024, despite challenges in traditional road passenger transport, indicating positive outcomes from its business transformation in the travel sector [1] Group 1: Business Transformation and Performance - The company has successfully transitioned its passenger transport business, launching the "Haikou VIP Car Team" to shift from traditional rental services to conference and exhibition services, achieving high recognition during major events [2] - The new passenger transport segment generated 171 million yuan in revenue (excluding rental services), marking a 16% year-on-year increase, with rental services nearing 100 million yuan at 94.69 million yuan [2] - Customized passenger transport services saw a revenue increase of 54% to 50.72 million yuan, while urban public transport and school bus services also reported growth of 3% and 12%, respectively [2] Group 2: Strategic Future Planning - The company is actively engaging in the development of smart driving and low-altitude economy sectors, aligning with national policies to enhance smart transportation and autonomous driving initiatives [3] - A strategic cooperation agreement was signed with Baidu and other partners to launch Hainan's first autonomous driving demonstration project, enhancing the region's smart transportation capabilities [3] - Plans for 2025 include exploring low-altitude economy opportunities, leveraging existing resources and partnerships to develop low-altitude tourism and other innovative business models [3] Group 3: Future Outlook - The company aims to focus on three core business areas: passenger transport, automotive services, and commerce, capitalizing on the policy advantages of Hainan Free Trade Port [4] - The year 2025 is anticipated to be significant for the company, coinciding with the completion of the 14th Five-Year Plan and the operational commencement of Hainan Free Trade Port, which is expected to further enhance the company's market position [4]