Zheng Quan Shi Bao·2025-11-13 17:48Core Insights - Wanma Technology's subsidiary, Youka Technology, has entered into a deep strategic partnership with Baidu's Apollo Intelligent Driving, transitioning from basic service collaboration to a comprehensive, global "full-stack, all-domain" cooperation [1][2] - Youka Technology will provide advanced Robotaxi connectivity management and integrated hardware-software solutions, enhancing the reliability and responsiveness of autonomous driving services [1][2] Group 1 - Youka Technology has evolved from a vehicle networking service provider to a high-end connectivity solution supplier, strengthening its leadership position in the advanced connectivity sector [2] - The strategic partnership aims to create a "vehicle-road-cloud integration" ecosystem, focusing on global Robotaxi operations and exploring a "service + technology" model for international expansion [2] - The collaboration coincides with a critical phase for global Robotaxi commercialization, supported by China's push for "vehicle-road-cloud integration" pilot cities and extensive testing roadways [2] Group 2 - Morgan Stanley identifies autonomous driving as a key opportunity in the automotive industry, potentially unlocking $2 trillion to $3 trillion in new market value [2] - The National Intelligent Connected Vehicle Innovation Center predicts that by 2030, the total output value of the "vehicle-road-cloud integration" industry in China will increase by 2.58 trillion yuan, with a compound annual growth rate exceeding 28% [2]