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佑驾创新获IPO基石投资者不减持承诺,近期获多家投行一致看好
IPO早知道·2025-06-26 02:35

Core Viewpoint - The article emphasizes the long-term value of Youjia Innovation Technology Co., Ltd. and highlights the commitment of cornerstone investor Kang Chengheng International Investment Co., Ltd. to hold shares without immediate reduction after the lock-up period, reflecting confidence in the company's technology and industry prospects [2][3]. Company Overview - Youjia Innovation is recognized as the "first stock of integrated cockpit and driving," focusing on intelligent assisted driving and smart cockpit fields, with capabilities ranging from L1 to L4 autonomous driving [4]. - The company has established partnerships with 35 major automotive manufacturers, including Chery, Changan, SAIC, and Volkswagen, for mass production of its solutions [4]. Financial Performance - For 2024, Youjia Innovation reported revenue of 654 million yuan, a year-on-year increase of 37.4%. The revenue from intelligent driving solutions was 484 million yuan, up 25.2%, accounting for 73.9% of total revenue. The intelligent cockpit solutions revenue surged to 104 million yuan, reflecting a growth of 467.8% [4]. Market Position and Growth Potential - Youjia Innovation's stock price has increased by over 50% this year, with a market capitalization exceeding 11 billion yuan. Recent reports from CITIC Lyon, Everbright Securities, and Guozheng International have rated the company positively, citing its comprehensive self-research capabilities in autonomous driving solutions [5]. - Guozheng International noted that Youjia Innovation's strong product lineup and customer matrix position it for significant performance elasticity in the future [5]. - CITIC Lyon projected a compound annual growth rate of 49% for total revenue from fiscal years 2024 to 2027, with a target price of 32.00 HKD [5]. Industry Outlook - According to a McKinsey report, the global intelligent driving market is expected to exceed 600 billion USD by 2027, with China's L2-level intelligent driving new car coverage surpassing 57%. The supportive policies for smart connected vehicles further enhance the growth potential of the intelligent driving sector [5].