Core Insights - The article highlights the strategic collaboration between Cao Cao Mobility and WoFei ChangKong, marking a significant advancement in China's shared mobility industry towards a three-dimensional transportation model [1][6]. Group 1: Industry Overview - The shared mobility sector is transitioning into a new phase centered around Robotaxi, indicating a shift towards more advanced and integrated transportation solutions [6]. - The low-altitude economy in China is projected to reach a market size of 1.5 trillion yuan by 2025 and is expected to exceed 3.5 trillion yuan by 2035, presenting a substantial growth opportunity [3]. Group 2: Company Developments - Cao Cao Mobility has reported a revenue of 9.456 billion yuan for the first half of 2025, reflecting a year-on-year growth of 53.5%, with a gross margin increase to 8.4% and a significant reduction in losses by 39.8% [4]. - The company operates a fleet of 37,000 customized vehicles, achieving a 36.4% reduction in total cost of ownership (TCO) compared to typical electric vehicles, which enhances its competitive edge in the market [3]. Group 3: Technological Advancements - The eVTOL (electric vertical takeoff and landing) technology is crucial for urban air mobility, with WoFei ChangKong's AE200 model achieving significant safety improvements and entering the certification process for commercial operation [9]. - The collaboration aims to integrate operational networks and resources, enhancing the development of a new ecosystem for three-dimensional transportation [6]. Group 4: Market Dynamics - Cao Cao Mobility's total order volume reached 379.5 million, a 49.0% increase year-on-year, with active monthly users and drivers growing by 57.4% and 53.5%, respectively, indicating strong market engagement [9]. - The infrastructure for eVTOL operations is being developed, with plans for joint hubs at key urban locations to facilitate seamless ground-to-air transfers [9]. Group 5: Future Outlook - The partnership between Cao Cao Mobility and WoFei ChangKong signifies a pioneering effort in the low-altitude economy, with expectations that urban air travel will become as commonplace as traditional ride-hailing services [10]. - The article suggests that the evolution from two-dimensional to three-dimensional transportation will not only transform travel methods but also create new business models and economic opportunities [10].
曹操出行发布“天地空一体化”共享出行蓝图，战略卡位万亿新赛道