Core Viewpoint - The issue of drivers charging extra for air conditioning in ride-hailing services has sparked significant online debate, highlighting deeper structural problems within the industry [1] Group 1: Industry Regulations and Standards - Most ride-hailing platforms prohibit drivers from charging extra for air conditioning, aligning with regulations that require drivers to use air conditioning based on passenger requests [1] - The "Taxi Operation Service Specification" mandates that drivers should operate air conditioning according to passenger preferences, and many local transportation departments have reinforced this requirement [1] Group 2: Economic Pressures on Drivers - The ride-hailing industry is experiencing an oversupply of drivers, leading to income declines for many, exacerbated by intensified competition among platforms [1] - Despite some platforms offering heat subsidies, their limited effectiveness due to time restrictions and small amounts has not alleviated the financial pressures on drivers [1] Group 3: Recommendations for Improvement - To resolve driver-passenger conflicts, platforms should take responsibility by addressing regulatory gaps, such as exploring dynamic pricing mechanisms for air conditioning based on temperature and distance [2] - The industry should move towards refined operations rather than competing solely on low prices, ensuring clearer standards and fairer rules to enhance service quality and passenger experience [2]

36氪获悉，粉笔发布2025年半年度业绩预告，预计上半年营收不少于人民币14.72亿元，净利润不少于 2.15亿元，经调整净利润不少于2.60亿元。 大公司： 丰立智能：上半年归母净利润322.44万元，同比下降68.79% 36氪获悉，丰立智能公告，公司上半年实现营业收入2.42亿元，同比增长0.25%；归属于上市公司股东 的净利润322.44万元，同比下降68.79%；基本每股收益0.03元。 瑞可达：人形机器人产品现已开始小批量供货，预计2025年销售收入约1000万 36氪获悉，瑞可达公告，近期有媒体关注到公司有应用于人形机器人的产品，已小批量供货中。截至目 前，公司人形机器人产品经过前期的研发，现已开始小批量供货，预计2025年该业务板块的销售收入约 1000万，占2024年营业收入比例为0.41%，由于目前尚处于产业初期，在公司的实际业绩中占比较小， 该业务板块当年实现的销售收入尚存在不确定性。 滴滴顺风车联合上海闵行警方，打击多款顺风车外挂 36氪获悉，今年5月，闵行公安分局新镇派出所接到滴滴报案称，有黑产利用外挂软件帮助顺风车车主 快速抢到订单，严重破坏了顺风车抢单的公平性和交易秩序。近日，近 ...

Company Performance - Fengli Intelligent reported a net profit of 3.22 million yuan for the first half of the year, a decrease of 68.79% year-on-year, with revenue of 242 million yuan, a slight increase of 0.25% [1] - Yutong Bus sold 3,219 units in July, a year-on-year decline of 4.05%, while total sales from January to July reached 24,500 units, an increase of 2.63% compared to the same period last year [4] - Fenbi expects its revenue for the first half of the year to be no less than 1.472 billion yuan, with a net profit of at least 215 million yuan [5] New Products and Services - Ruikeda has begun small-scale supply of humanoid robot products, expecting sales revenue of approximately 10 million yuan by 2025, which would account for 0.41% of its 2024 revenue [2] - Xiaoma Zhixing launched Robotaxi services in Shanghai's Pudong area, operating from 7:30 AM to 9:30 PM on weekdays, covering key commercial areas and subway stations [9] Industry Insights - The China Machinery Industry Federation reported that the overall production and sales of machinery products in the first half of the year were better than the same period last year, with 68.9% of 122 monitored products showing year-on-year production growth [10] Collaborations and Investments - Peak has officially partnered with ByteDance's Feishu to enhance its digital management system [6] - Zhongwan International led a $40 million Series A2 financing round for Yuanbi Technology, alongside other investors [7][8] Regulatory Updates - The State Administration for Market Regulation and the China Consumers Association issued a warning that ordinary food products cannot claim health benefits, addressing concerns over misleading marketing practices [10]

Industry Insights - The recent World Artificial Intelligence Conference (WAIC) highlighted the issuance of demonstration operation licenses for intelligent connected vehicles in Shanghai, indicating a supportive regulatory environment for the industry [1] - According to Zheshang Securities, 2025 is expected to be the year of mass production for Robotaxi, with multiple catalysts anticipated for the global Robotaxi industry, including accelerated commercialization, rapid revenue growth for leading companies, and improved profitability per vehicle [1] - The operational scope of global Robotaxi services is expected to continue expanding, suggesting a growing market opportunity [1] Company Developments - Caocao Travel (2643.HK) saw its stock price rise by 9.52% to HKD 47.86, reaching a new high since its listing, with a market capitalization exceeding HKD 26 billion [1] - The company plans to leverage Geely Group's resources to enhance its ride-hailing service through customized vehicle development, optimizing vehicle performance and service features, and advancing the research and launch of autonomous ride-hailing vehicles [2] - Caocao Travel aims to build a more comprehensive travel ecosystem focusing on battery swapping, circular remanufacturing, alcohol-hydrogen energy ride-hailing operations, and AI management [2]

曹操出行(02643)午后拉升逾9%，盘中高见47.78港元再创上市新高。截至发稿，涨7.73%，报47.1港 元，成交额4433.13万港元。 中信建投指出，曹操出行自2025年2月开始Robotaxi的试点运营工作，本次募集资金也将用于开拓下沉 市场、司机补贴、聚合平台佣金支付以及Robotaxi自动驾驶技术的研发。公司计划在2026年底推出基于 L4打造的Robotaxi车辆。该行认为，随着公司逐步拓展更多城市，进一步增加来自地图、本地服务等聚 合平台的订单，公司有望提升市占率。同时，公司背靠吉利汽车，积极拓展自动驾驶技术，有望受益于 头部车企的整车制造能力和Robotaxi大规模商业化运营带来的成长性。 本文源自智通财经网 消息面上，近日，在第八届世界人工智能大会(WAIC)上，上海智能网联汽车示范运营牌照发放。根据 TrendForce集邦咨询报告显示，美国的Robotaxi市场将由特斯拉和Waymo主导，预估规模将于2035年达 365亿美元。中国的Robotaxi产业正蓬勃发展，得益于完善的供应链体系，硬件成本将会快速降低。针 对中国Robotaxi市场，TrendForce集邦咨询预估其市场规 ...

消息面上，近日，在第八届世界人工智能大会(WAIC)上，上海智能网联汽车示范运营牌照发放。根据 TrendForce集邦咨询报告显示，美国的Robotaxi市场将由特斯拉和Waymo主导，预估规模将于2035年达 365亿美元。中国的Robotaxi产业正蓬勃发展，得益于完善的供应链体系，硬件成本将会快速降低。针 对中国Robotaxi市场，TrendForce集邦咨询预估其市场规模将于2035年达445亿美元，2025至2035年间的 CAGR高达96%。 中信建投（601066）指出，曹操出行自2025年2月开始Robotaxi的试点运营工作，本次募集资金也将用 于开拓下沉市场、司机补贴、聚合平台佣金支付以及Robotaxi自动驾驶技术的研发。公司计划在2026年 底推出基于L4打造的Robotaxi车辆。该行认为，随着公司逐步拓展更多城市，进一步增加来自地图、本 地服务等聚合平台的订单，公司有望提升市占率。同时，公司背靠吉利汽车，积极拓展自动驾驶技术， 有望受益于头部车企的整车制造能力和Robotaxi大规模商业化运营带来的成长性。 曹操出行(02643)午后拉升逾9%，盘中高见47.78港元再创上市新 ...

消息面上，近日，在第八届世界人工智能大会(WAIC)上，上海智能网联汽车示范运营牌照发放。根据 TrendForce集邦咨询报告显示，美国的Robotaxi市场将由特斯拉和Waymo主导，预估规模将于2035年达 365亿美元。中国的Robotaxi产业正蓬勃发展，得益于完善的供应链体系，硬件成本将会快速降低。针 对中国Robotaxi市场，TrendForce集邦咨询预估其市场规模将于2035年达445亿美元，2025至2035年间的 CAGR高达96%。 中信建投指出，曹操出行自2025年2月开始Robotaxi的试点运营工作，本次募集资金也将用于开拓下沉 市场、司机补贴、聚合平台佣金支付以及Robotaxi自动驾驶技术的研发。公司计划在2026年底推出基于 L4打造的Robotaxi车辆。该行认为，随着公司逐步拓展更多城市，进一步增加来自地图、本地服务等聚 合平台的订单，公司有望提升市占率。同时，公司背靠吉利汽车，积极拓展自动驾驶技术，有望受益于 头部车企的整车制造能力和Robotaxi大规模商业化运营带来的成长性。 智通财经APP获悉，曹操出行(02643)午后拉升逾9%，盘中高见47.78港元再创上 ...

打网约车，臭车成了集体共鸣：混合脚臭、汗味、香水、烟味，一口气冲上天灵盖。乘客嗅觉变敏感， 气味容忍度直线下降，平台上线"异味车拉黑"也没啥用。 ...

齐鲁晚报齐鲁壹点记者李培乐 8月1日，"老兵打车，戎耀华夏"暨"老兵打车"平台"司机员工制"模式启动仪式在济南军休大厦举行。 山东省退役军人事务厅就业创业处处长、一级调研员王秀正，山东省济南市委社会工作部三处处长满孝 勇，济南市退役军人事务局党组成员、退役军人服务中心主任王绍虎，济南市退役军人事务局二级巡视 员林秀亭，济南市退役军人事务局就业创业处处长张健等政府、企业代表出席启动仪式。此外，出席启 动仪式的还有王宝忠、韩德顺、吕传智、李修恒、朱守清、宫维权、王立品等七位对越防御作战的一等 功臣代表。 退役军人是党和国家的宝贵财富，他们的就业创业始终是党和国家关心的民生工程。城市客运行业是退 役军人就业的重要领域，但网约车行业从业人员常常面临流动性强、保障体系薄弱的现状，"老兵打 车"平台通过员工制模式构建稳定就业平台，让每位入驻平台的退役军人既能获得五险的全面保障，更 能收获作为城市摆渡人的职业尊严。 启动仪式上，七位功臣代表向老兵司机代表们赠送书籍——《英雄浩气凛然千秋：一等功臣们的故 事》。这本书不仅是功臣们的峥嵘岁月的见证，还寄托着功臣们对退役军人继续发扬军人本色的殷切期 望。 随后，部分与会政府、企业 ...

Group 1 - The company Wanshun Technology Industrial Group Limited has entered into a sale agreement to sell 1% of the registered capital of Shenzhen Wanshun Jiao Che Yun Information Technology Co., Ltd. to Gallant Empire Limited for a total consideration of HKD 34.874 million, to be settled through the issuance of consideration shares [1] - This acquisition aligns with the company's strategic goals of diversification and growth, allowing entry into the ride-hailing industry, which is part of a broader diversification strategy beyond existing business operations [1] - The investment is expected to facilitate deeper collaboration, knowledge transfer, and cross-industry synergies as the company gains a better understanding of the industry and expands the ride-hailing platform's operational scale [1] Group 2 - The investment, although small, positions the company to establish a foothold in a highly innovative and scalable industry with global potential [2] - The company anticipates benefits from future collaboration opportunities, potential synergies, and enhanced brand exposure within the digital economy ecosystem [2]