Core Viewpoint - The stock price of Cao Cao Mobility (02643) has increased by over 9%, reaching a new high of 77.95 HKD, driven by recent announcements from multiple ride-hailing companies to lower commission rates, enhancing market stability and benefiting leading platforms in the industry [1] Company Summary - Cao Cao Mobility has reduced its commission rate to 22.5%, which is lower than competitors like Didi and T3, who have set their maximum rates at 27% [1] - The company is supported by Geely Group's ecosystem, leveraging technology and manufacturing advantages to create the first domestic "customized vehicle + smart driving + mobility platform" Robotaxi self-developed closed-loop ecosystem [1] - The company is expected to be included in the Hong Kong Stock Connect program in September, according to Huatai Securities [1] - The company plans to hold a board meeting on August 26 to approve its interim results [1] Industry Summary - The reduction in commission rates by major platforms is anticipated to stabilize driver supply and contribute to a healthier long-term development of the ride-hailing market [1] - Shenwan Hongyuan highlights that Cao Cao Mobility possesses differentiated advantages in customized operations, cost control, and technological ecosystem, with a clear path to profitability [1] - The Robotaxi business is noted for its high growth potential and option attributes, indicating significant profit elasticity [1]
港股异动 | 曹操出行(02643)涨超9%破顶 机构指Robotaxi业务贡献高成长性 潜在利润弹性值得关注