Industry Insights - The recent World Artificial Intelligence Conference (WAIC) highlighted the issuance of demonstration operation licenses for intelligent connected vehicles in Shanghai, indicating a supportive regulatory environment for the industry [1] - According to Zheshang Securities, 2025 is expected to be the year of mass production for Robotaxi, with multiple catalysts anticipated for the global Robotaxi industry, including accelerated commercialization, rapid revenue growth for leading companies, and improved profitability per vehicle [1] - The operational scope of global Robotaxi services is expected to continue expanding, suggesting a growing market opportunity [1] Company Developments - Caocao Travel (2643.HK) saw its stock price rise by 9.52% to HKD 47.86, reaching a new high since its listing, with a market capitalization exceeding HKD 26 billion [1] - The company plans to leverage Geely Group's resources to enhance its ride-hailing service through customized vehicle development, optimizing vehicle performance and service features, and advancing the research and launch of autonomous ride-hailing vehicles [2] - Caocao Travel aims to build a more comprehensive travel ecosystem focusing on battery swapping, circular remanufacturing, alcohol-hydrogen energy ride-hailing operations, and AI management [2]
港股异动丨Robotaxi催化叠加有望纳入港股通 曹操出行涨近10% 股价续创上市新高