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港股异动|曹操出行(02643)午后拉升逾9%再破顶 公司积极展开Robotaxi试点工作 计划于26年底推出L4车辆
Jin Rong Jie· 2025-08-04 07:11
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 ...
曹操出行午后拉升逾9%再破顶 公司积极展开Robotaxi试点工作 计划于26年底推出L4车辆
Zhi Tong Cai Jing· 2025-08-04 06:35
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 ...
港股异动 | 曹操出行(02643)午后拉升逾9%再破顶 公司积极展开Robotaxi试点工作 计划于26年底推出L4车辆
智通财经网· 2025-08-04 06:31
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 ...
网约车的“臭车”困局:我们正在失去什么?
Hu Xiu· 2025-08-04 04:03
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。 ...
全国首家“司机员工制模式”打车平台正式启动
Qi Lu Wan Bao Wang· 2025-08-04 01:50
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 ...
万顺瑞强集团拟收购深圳万顺叫车云信息技术1%的注册股本
Zhi Tong Cai Jing· 2025-08-01 13:13
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]
万顺瑞强集团(08427)拟收购深圳万顺叫车云信息技术1%的注册股本
智通财经网· 2025-08-01 13:12
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 in a highly innovative and scalable industry with global potential [2] - The company anticipates benefits from future collaboration opportunities, potential synergies, and increased brand exposure within the digital economy ecosystem [2]
曹操出行涨超6% 股价创上市新高 机构看好公司有望提升市占率
Zhi Tong Cai Jing· 2025-08-01 06:40
Core Viewpoint - Caocao Travel (02643) has seen its stock price rise over 6%, reaching a new high of 44.95 HKD, with a trading volume of 42.58 million HKD [1] Group 1: Company Overview - Caocao Travel is a ride-hailing platform incubated by Geely Group, having obtained ride-hailing operation licenses by the end of 2016 [1] - As of December 2024, the company's services will cover 136 cities nationwide [1] - In 2022, the company launched a smart electric custom vehicle, deploying over 34,000 custom vehicles across 31 cities [1] Group 2: Future Developments - In February 2025, Caocao Travel will pilot Robotaxi services in Suzhou and Hangzhou [1] - The company is currently collaborating with Geely Group to develop L4-level Robotaxi custom vehicles, expected to launch by the end of 2026 [1] Group 3: Market Potential - According to a report from CITIC Securities, as the company expands into more cities and increases orders from platforms like maps and local services, it is expected to enhance its market share [1] - The backing of Geely Automotive and active expansion into autonomous driving technology positions the company to benefit from the manufacturing capabilities of leading automotive firms and the growth potential from large-scale commercial operations of Robotaxi [1]
港股异动 | 曹操出行(02643)涨超6% 股价创上市新高 机构看好公司有望提升市占率
智通财经网· 2025-08-01 06:37
Core Viewpoint - Caocao Travel (02643) has seen a significant increase in stock price, rising over 6% to reach a new high of 44.95 HKD, indicating strong market interest and potential growth in the ride-hailing sector [1] Company Overview - Caocao Travel is a ride-hailing platform incubated by Geely Group, having obtained its operating license by the end of 2016 and currently covering 136 cities in China as of December 2024 [1] - The company launched a smart electric custom vehicle in 2022, with over 34,000 units deployed across 31 cities [1] - A pilot Robotaxi service is set to launch in Suzhou and Hangzhou in February 2025, with plans to develop L4 level Robotaxi vehicles in collaboration with Geely Group, expected to be released by the end of 2026 [1] Market Potential - According to a report from CITIC Construction Investment Securities, as the company expands into more cities and increases orders from aggregation platforms like maps and local services, it is expected to enhance its market share [1] - The collaboration with Geely Group in advancing autonomous driving technology positions the company to benefit from the manufacturing capabilities of leading automotive firms and the potential for large-scale commercialization of Robotaxi services [1]
如祺出行股价连涨四日 Robotaxi+战略发布以来市值增超25%
Core Viewpoint - The recent surge in stock price of 如祺出行 (09680.HK) is attributed to the launch of its "Robotaxi+" strategy and its leading position in the compliance rate of ride-hailing orders [1][2] Company Developments - 如祺出行's stock price reached a peak of 12.00 HKD, with an increase of 11.52% on August 1, and has seen a continuous rise over the past four trading days [1] - The company announced the "Robotaxi+" strategy on July 23, which aims to upgrade its existing Robotaxi operational technology platform to an open "Robotaxi+" platform [1] - The "Robotaxi+" platform will provide comprehensive solutions for Robotaxi commercialization, including asset operation and maintenance plans, ensuring maximum asset efficiency and transparent data management [1] Strategic Plans - The "星火计划" (Spark Plan) aims to expand the operational scope and fleet size of Robotaxi services, targeting to cover 100 core cities and build a fleet of over 10,000 vehicles in the next five years [2] - The "星河计划" (Galaxy Plan) involves a 1 billion-level investment to establish a three-tier maintenance network for Robotaxi in 100 core cities, with an expected total of 1,000 facilities to support the maintenance of 100,000 Robotaxi annually [2] - Since the announcement of the "Robotaxi+" strategy, 如祺出行's stock price and market value have increased by over 25% [2]