Core Viewpoint - Cao Cao Mobility (02643) has seen its stock price rise over 8%, reaching a new high of 68.5 HKD, driven by its strategic expansion and partnerships in the ride-hailing industry [1] Group 1: Company Performance - The company's operational network now covers 136 cities nationwide, with plans to enter 85 new cities using a light-asset model by selling customized vehicles to local partners [1] - As of the end of 2024, the company aims to have over 1,000 cooperative merchants across its entire ecosystem, 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 - Cao Cao Mobility has established a unique competitive advantage in the customized vehicle sector through strategic collaboration with Geely Group, leading the industry in the scale of its customized vehicle fleet [1] - The optimization of Total Cost of Ownership (TCO) and enhancements in user experience are key drivers for the company's sustained growth in the ride-hailing business, contributing to driver retention and user satisfaction [1] Group 3: Market Outlook - The company is well-positioned to capitalize on the upcoming Robotaxi commercialization wave, potentially unlocking long-term valuation opportunities [1] - Previous predictions by JPMorgan suggest that Cao Cao Mobility may be included in the Hong Kong Stock Connect list, allowing mainland investors to participate in trading, 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