Workflow
Robotaxi利好预期持续提振概念股 大众公用港股最高涨逾7%
Xin Lang Cai Jing·2025-07-21 06:16

Group 1 - The stock price of Dazhong Public Utilities (01635.HK) rose significantly, with an intraday increase of over 7%, closing up 5.10% at HKD 4.33 [2] - The upcoming Shanghai Artificial Intelligence Conference is expected to issue more Robotaxi licenses and further open operational areas in the Pudong New District [3] - Dazhong Public Utilities' subsidiary, Dazhong Transportation, is actively involved in the Robotaxi sector, having collaborated with Baidu's autonomous driving service platform to apply for 65 Robotaxi operational licenses [3] Group 2 - The Robotaxi market is gaining attention as a key breakthrough for the commercialization of autonomous driving, with major companies like Pony.ai and Tesla entering the space [4] - The global Robotaxi market is projected to grow from USD 300 million in 2025 to USD 70 billion by 2030, with a compound annual growth rate of 200%, and China expected to capture 58.5% of the market share by 2030 [4] - By 2026, the operating cost per kilometer for Robotaxis is anticipated to be on par with ride-hailing services, leading to increased market penetration [4] Group 3 - Dazhong Public Utilities recently issued a profit warning, forecasting a net profit of RMB 300 million to 420 million for the first half of 2025, representing a year-on-year increase of 145.59% to 243.82% [5] - The significant profit growth is attributed to stable operations in its utility business and substantial positive impacts from fair value changes in financial assets held directly and through joint ventures [7]