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曹操出行港股上市:定制车生态持续赋能,Robotaxi抢占风口
36氪· 2025-06-25 10:28
曹操出行 网约车行业普遍遵循以下简易盈利模型:对平台而言,毛利润=GTV-用户补贴-司机收入-司机补贴;对司机而言,毛利润=司机收入+司机补贴-车辆持有 成本(TCO,包括车辆折旧/租赁费、能源费、维修保养费)。 毫无疑问,平台与司机都追求各自毛利润最大化。平台希望提高GTV、降低对用户和司机的补贴,但这容易与司机和用户的利益产生冲突,对司机而言, 补贴直接关乎净收益,对用户而言,补贴降低意味着价格提升。同时,在网约车流量入口从独立App转向聚合平台后,用户、司机在不同网约车平台的切 换成本均大幅降低,因此,如何平衡与司机、用户的利益,成为平台面临的重要难题。 成为港股市场规模最大的科技出行平台。 6月25日,曹操出行正式登陆港交所,成为港股市场规模最大的科技出行平台。 尽管此前港交所已有嘀嗒出行、如祺出行两家网约车服务平台相继上市,但对资本市场而言,曹操出行依然是一个特别的存在: 一是规模明显更大,2024年曹操出行GTV达到170亿元,在网约车行业市占率第二;二是业务生态更综合,公司不仅兼具自营车队+三方合作运力,还大 规模部署持有成本更低的定制车模式;三是业务探索更前沿,公司自2025年2月起在两个城市 ...
曹操出行港股上市:定制车生态持续赋能,Robotaxi抢占风口
3 6 Ke· 2025-06-25 09:54
6月25日,曹操出行正式登陆港交所,成为港股市场规模最大的科技出行平台。 尽管此前港交所已有嘀嗒出行、如祺出行两家网约车服务平台相继上市,但对资本市场而言,曹操出行依然是一个特别的存 在: 一是规模明显更大,2024年曹操出行GTV达到170亿元,在网约车行业市占率第二;二是业务生态更综合,公司不仅兼具自营车 队+三方合作运力,还大规模部署持有成本更低的定制车模式;三是业务探索更前沿,公司自2025年2月起在两个城市试点推出 Robotaxi实地业务,抢先占领下一个万亿风口。 招股书披露,曹操出行2022、2023、2024年的营业收入分别达到76.31、106.68、146.57亿元,复合增速高达39%。那么,曹操出 行这些差异化优势能否转化为持续的盈利能力与增长动力?曹操出行的基本面究竟如何? 那么,定制车模式究竟有何优势? 网约车行业普遍遵循以下简易盈利模型:对平台而言,毛利润=GTV-用户补贴-司机收入-司机补贴;对司机而言,毛利润=司机 收入+司机补贴-车辆持有成本(TCO,包括车辆折旧/租赁费、能源费、维修保养费)。 毫无疑问,平台与司机都追求各自毛利润最大化。平台希望提高GTV、降低对用户和司机 ...
X @Tesla Owners Silicon Valley
Tesla Owners Silicon Valley· 2025-06-25 06:56
Walking into the future.Transportation will be forever changed. Robotaxi is like Airbnb and Uber combined. https://t.co/GlbD4asXEO ...
X @Tesla Owners Silicon Valley
Tesla Owners Silicon Valley· 2025-06-25 03:57
RT Tesla Owners Silicon Valley (@teslaownersSV)Dear Tesla Team (@Tesla, @AshokElluswamy),Thank you for launching the Tesla Robotaxi service in Austin! As an early user, I have some feedback to improve the rider experience and make it even more seamless and user-friendly:1. Distance Notification for Pickup LocationThe Robotaxi app should notify users if they are far from the designated pickup point, including the estimated walking distance or time to reach it. This would help riders plan accordingly, especia ...
X @Tesla Owners Silicon Valley
Tesla Owners Silicon Valley· 2025-06-25 03:14
Dear Tesla Team (@Tesla, @AshokElluswamy),Thank you for launching the Tesla Robotaxi service in Austin! As an early user, I have some feedback to improve the rider experience and make it even more seamless and user-friendly:1. Distance Notification for Pickup LocationThe Robotaxi app should notify users if they are far from the designated pickup point, including the estimated walking distance or time to reach it. This would help riders plan accordingly, especially if the fixed pickup location is a block awa ...
Getting Started with LangSmith (4/6): Annotation Queues
LangChain· 2025-06-25 01:09
- Code: https://github.com/xuro-langchain/eli5 - Learn more about LangSmith: https://www.langchain.com/langsmith/?utm_medium=social&utm_source=youtube&utm_campaign=q2-2025_onboarding-videos_co - Get started with LangSmith for free: https://smith.langchain.com/ - Docs: https://docs.smith.langchain.com/ ...
X @Tesla Owners Silicon Valley
Tesla Owners Silicon Valley· 2025-06-24 19:28
FSD costs ~$3.33/dayFor less than the price of a politically-charged coffee, you basically own a Robotaxi.Make coffee at home. Save money. Live in the future. https://t.co/139IOlEPDD ...
Waymo and Uber open robotaxi service to Atlanta public
CNBC Television· 2025-06-24 18:31
CNBC’s Deirdre Bosa, joins 'The Exchange' to discuss the robotaxi race heating up. ...
瑞银:特斯拉-Robotaxi 网络的机遇
瑞银· 2025-06-24 15:30
ab 23 June 2025 Powered by YES UBS Evidence Lab Global Research Tesla, Inc. The Tesla Robotaxi Network opportunity Investor focus on robotaxi is high. With Tesla launching their first robotaxi service in Austin, investor focus on the autonomous ride-hailing opportunity is very high. As such, we take a look at the opportunity. Net, if all goes according to plan (technology, regulatory, building and scaling a network, etc.) the opportunity can be significant - potentially a 2.3mm vehicle fleet by 2040 generat ...
El camino correcto toma tiempo, pero deja huella | Mariana Carrillo | TEDxAnahuacUniversity
TEDx Talks· 2025-06-24 15:24
[Música] Ella es Mariana Carrillo, CEO y cofundadora de Chebu Time Café. Ella nos dice, "Soy fiel creyente de que hacer las cosas por el camino correcto y con la mejor intención quizás te lleve más tiempo, pero tendrás muchas más probabilidades de éxito. Bienvenida, Mariana. Hola a todos, muchas gracias por la invitación. E bueno, pues comenzamos. En Shebu Time Café tenemos un mantra. No somos lo que creemos que somos ni lo que los demás creen que somos. Somos lo que practicamos, la suma de lo que hacemos, ...