剑指千亿!Robotaxi,大消息
中国基金报·2025-12-05 06:31

Core Viewpoint - Cao Cao Mobility has announced an ambitious "Ten Years, One Hundred Cities, One Hundred Billion" strategy for its Robotaxi business, aiming to establish five global operation centers, expand services to 100 cities, and achieve a total transaction value (GTV) of 100 billion RMB over the next decade [2][4]. Group 1: Robotaxi Market and Strategy - The global Robotaxi market is transitioning from a "technical feasibility verification" phase to a "replicable commercial expansion" phase, indicating a pivotal moment for the autonomous taxi industry [5]. - Cao Cao Mobility is the only domestic company and one of the few globally that possesses all essential elements for Robotaxi operations, offering a comprehensive solution that integrates smart customized vehicles, intelligent driving technology, and smart operational systems [6][8]. Group 2: Operational System and Infrastructure - A complete operational system is crucial for the success of Robotaxi services, which includes integrating intelligent driving technology into vehicles and providing consumer services to create a commercial loop [10]. - Cao Cao Mobility has established systematic capabilities in user service, platform scheduling, and asset management, ensuring operational efficiency and user experience [11]. - The introduction of the "green intelligent passage island" marks a significant step in smart mobility infrastructure, featuring automatic battery swapping, cleaning, vehicle maintenance, intelligent scheduling, and automatic settlement functions [15][16]. Group 3: Future Development and Collaboration - The Robotaxi strategy follows a "three-step" approach: initial technical validation and small-scale testing, transitioning to mixed operations with human drivers and autonomous vehicles, and finally launching fully customized Robotaxi models for comprehensive commercial operations globally [17]. - A strategic partnership has been signed with Qianli Technology to accelerate the large-scale application and commercialization of intelligent driving technology [20]. - The development of the Robotaxi business is expected to create new job opportunities and explore diverse revenue models, contributing to the green and intelligent transformation of urban transportation [20].