作者丨王迪 11月26日，凤凰网财经从知情人士处获悉，原极氪首席商务官关海涛已重回荣耀任职，负责全球市场营销。 （关海涛） 公开资料显示，关海涛此前曾长期在荣耀中国区担任首席市场官（CMO）兼电商部部长。2023年9月，关海涛加盟极氪智能科技出任CMO ，并于2025年2 月晋升为集团CBO。2025年10月10日，极氪科技集团CBO关海涛在微信朋友圈正式官宣离职消息，称"即将结束杭漂"。 关海涛告诉凤凰网财经："此次重返荣耀，实际上是情感与判断的叠加。情感来自他曾见证荣耀的巅峰，也深知这家公司的底子与能力；判断则来自荣耀 当下的新战略、新节奏与新锐组织力。过去数年，荣耀虽遭遇阶段性低谷，但其核心能力依然扎实，全球业务仍保持高速增长，海外团队具备强执行力与 明确的扩张路径。有足够空间重建节奏、重塑信心与重启品牌周期年的坚实基础。" "离开荣耀前，关海涛参与并推动了品牌体系、市场打法、用户认知重构等关键动作。离开荣耀后，关海涛战新能源汽车赛道，全面执掌极氪品牌全球营 销工作，主导了极氪品牌战略重建，此次回归希望助力荣耀二次创业成功。"有知情人士告诉凤凰网财经，荣耀继承了原属华为体系的全球供应链体系、 出海能力与 ...

Core Viewpoint - The article highlights the significant growth and potential of 如祺出行 (Zhuhai Travel) following the release of its "Robotaxi+" strategy, indicating that the company's market value is currently underestimated despite its strong performance and future prospects [2][21]. Financial Performance - In the first half of the year, 如祺出行 reported a revenue of 1.676 billion RMB, representing a year-on-year increase of 61.7% [4]. - The order volume for ride-hailing services grew by 51.13% to 73.3 million orders, contributing a transaction value increase of 56.83% to 2.032 billion RMB [4]. - The company achieved a gross profit margin of 2.2% for the first time, with a total gross profit of 37.438 million RMB, reflecting a 215.4% year-on-year improvement [4]. Operational Data - Despite industry challenges, 如祺出行's total order volume increased by 51.13% to 73.3 million orders in the first half of the year, with the average transaction value per order rising from 26.7 RMB to 27.7 RMB [6]. - The Robotaxi fleet has over 300 vehicles, with order volume increasing by over 470% and monthly active users rising by over 70% [6]. Revenue Structure and Business Model - The revenue structure has diversified, with technology service revenue related to AI data and model solutions and high-precision mapping services growing by 207% [8]. - 如祺出行's technology investments are beginning to yield commercial returns, enhancing its business model and operational efficiency [9]. Cost Management and Efficiency - The company has significantly reduced costs, with financial expenses decreasing by 43.4% and general administrative and marketing expenses dropping by over 20% [10]. - Adjusted net losses improved by nearly 50% year-on-year, indicating a positive trend in profitability [10]. Strategic Initiatives - The "涟漪模式" (Ripple Model) strategy focuses on deepening market penetration in the Guangdong-Hong Kong-Macao Greater Bay Area before expanding to adjacent regions, allowing for efficient growth with lower customer acquisition costs [10]. - The "Robotaxi+" strategy aims to provide comprehensive solutions to local regulatory bodies and partners to accelerate the commercialization of Robotaxi services [15]. Future Growth Potential - 如祺出行 plans to invest 1.37 billion HKD in autonomous driving and Robotaxi operations, with an additional 2.56 billion HKD planned for 2026 and beyond [13]. - The company aims to cover 100 core cities with its Robotaxi operations and build a fleet of over 10,000 vehicles, establishing a robust operational network [16]. Market Positioning - 如祺出行 is positioned to become a leading player in the Robotaxi sector, similar to Uber, by leveraging its operational capabilities and data collection advantages [18]. - The company is also exploring the maintenance market for Robotaxi services, which is essential for the large-scale commercialization of these vehicles [20].