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曹操出行涨超6% 股价创上市新高 机构看好公司有望提升市占率

Core Viewpoint - Caocao Travel (02643) has seen its stock price rise over 6%, reaching a new high of 44.95 HKD, with a trading volume of 42.58 million HKD [1] Group 1: Company Overview - Caocao Travel is a ride-hailing platform incubated by Geely Group, having obtained ride-hailing operation licenses by the end of 2016 [1] - As of December 2024, the company's services will cover 136 cities nationwide [1] - In 2022, the company launched a smart electric custom vehicle, deploying over 34,000 custom vehicles across 31 cities [1] Group 2: Future Developments - In February 2025, Caocao Travel will pilot Robotaxi services in Suzhou and Hangzhou [1] - The company is currently collaborating with Geely Group to develop L4-level Robotaxi custom vehicles, expected to launch by the end of 2026 [1] Group 3: Market Potential - According to a report from CITIC Securities, as the company expands into more cities and increases orders from platforms like maps and local services, it is expected to enhance its market share [1] - The backing of Geely Automotive and active expansion into autonomous driving technology positions the company to benefit from the manufacturing capabilities of leading automotive firms and the growth potential from large-scale commercial operations of Robotaxi [1]