Core Viewpoint - Yikong Zhijia, a leading L4 autonomous driving company, has submitted its IPO application to the Hong Kong Stock Exchange, aiming to capitalize on its significant market share in the autonomous mining vehicle sector, which is projected to grow rapidly in the coming years [1][32]. Company Overview - Yikong Zhijia, headquartered in Fujian, is recognized as the world's largest L4 autonomous driving solution provider, focusing on mining operations [2]. - The company has developed two main business models: TaaS (vehicle ownership) and ATaaS (non-vehicle ownership), providing clients with flexible options for deploying autonomous mining trucks [4][6]. Market Position - Yikong Zhijia holds an 18.2% market share in China's L4 autonomous driving sector, making it the market leader, ahead of competitors like Lobo and Pony.ai [1][10]. - The company has deployed over 1,400 autonomous mining trucks, with a significant presence in major mining operations across China [10]. Financial Performance - Yikong Zhijia's revenue has shown substantial growth, with projections of 970 million RMB for 2024, reflecting a compound annual growth rate (CAGR) of 305.8% from previous years [14][19]. - The company has maintained a high customer retention rate of 100% over the past three years, although it has also reported net losses during this period [10][21]. Technology and Solutions - The core technology behind Yikong Zhijia's solutions includes advanced hardware for autonomous driving systems and a comprehensive software platform for real-time monitoring and decision-making in mining operations [6][8]. - The company has introduced a new digital management solution called "Muye," which integrates with its existing offerings to optimize mining operations through AI algorithms [8]. Market Outlook - The market for autonomous mining solutions in China is expected to grow significantly, with projections estimating revenues of approximately 20 billion RMB by 2024 and 301 billion RMB by 2030, representing a CAGR of 57.4% [35][38]. - Globally, the market for autonomous mining solutions is anticipated to increase from 700 million USD in 2024 to 8.1 billion USD by 2030, with a CAGR of 51.0% [38]. Leadership and Team - Yikong Zhijia's leadership team comprises experienced professionals from various sectors, including gaming and automotive, which has contributed to the company's innovative approach and successful fundraising efforts [29][30]. Competitive Landscape - The company faces competition from other players in the autonomous mining sector, including a notable competitor backed by Huawei, which is also pursuing advancements in this field [40][42].

按2024年收入计算，在全球所有L4级无人驾驶公司中排名第一。 本文为IPO早知道原创 作者｜ Stone Jin 微信公众号｜ipozaozhidao 据 IPO早知道消息， 易控智驾科技股份有限公司 （以下简称 " 易控智驾 "）于2025年6月25日正 式向港交所递交招股说明书，拟主板挂牌上市，海通国际担任独家保荐人。 根据弗若斯特沙利文的资料 ， 按 2024年收入 计算， 易控智驾在全球所有 L4级无人驾驶公司中排 名第一 ；截 至 2024年12月31日及 2025年6月18日 活跃无人驾驶矿卡数 计算 ，易控智驾是全球 最大的矿区无人驾驶解决方案提供商 ；同时， 易控智驾 还是 全球首家 、 也是目前唯一一家实现 1,000+台活跃无人驾驶矿卡的公司 ，截至 2025年6月18日 已部署一支由 超 1,400辆活跃无人驾 驶矿卡组成的车队 。 截至 2025年6月18日 ，易控智驾拥有 11家终端客户集团，技术已部署在包括国家能源集团、国家 电投、特变电工、紫金矿业、首钢集团 、 宝武集团等公司运营的 24个矿场 。 值得注意的是， 2022年至2024年连续三个年度，易控智驾在终端客户集团中保 ...