Core Viewpoint - Caocao Travel (02643) has seen a significant stock price increase, reaching a new high of 68.5 HKD, driven by its strategic expansion and operational model [1] Group 1: Company Performance - Caocao Travel's operational network now covers 136 cities nationwide, with plans to enter 85 new cities using a light asset model [1] - The company aims to have over 1,000 cooperative merchants by the end of 2024, with partner revenue expected to grow by 34% year-on-year [1] - The company plans to open 200 new cities by 2025, indicating aggressive growth strategies [1] Group 2: Strategic Advantages - The strategic collaboration with Geely Group provides a unique competitive advantage in the customized vehicle sector, with Caocao Travel leading the industry in fleet size [1] - The optimization of Total Cost of Ownership (TCO) and experience upgrades for customized vehicles enhance driver retention and user satisfaction, which are critical for sustained growth [1] Group 3: Market Outlook - There is a potential for Caocao Travel to be included in the Hong Kong Stock Connect list, allowing mainland investors to participate, which could lead to significant capital inflow [1]
港股异动 | 曹操出行(02643)涨超8%再破顶 公司开放全产业链生态合作 机构料其有望于下月初入通