曹操出行正将目光投向太空，试图通过构建"天地一体"体系，在激烈的Robotaxi市场竞争中开辟新的维 度。 9月24日，"曹操智行号"卫星成功发射入轨。这标志着吉利旗下商业航天公司时空道宇自主建设的"吉利 星座"一期部署完成，在轨卫星数量达到64颗。 据悉，该卫星网络将直接服务于曹操出行旗下的自动驾驶平台——曹操智行，为其Robotaxi车队运营提 供技术支持。该技术旨在从根本上解决车辆在信号盲区"失联"的风险，进而为自动驾驶规模化运营铺 路。 这一系列动作也受到了资本市场的关注。今年7月，曹操出行宣布与时空道宇达成战略合作后，其股价 次日上涨4.56%，显示出市场对其在Robotaxi领域的差异化布局及潜力表示认可。 分析人士指出，通过车辆定制化、运营自动化与"天地一体"安全体系的结合，曹操出行有望在Robotaxi 进入规模化运营阶段时，建立起显著的成本与安全优势。 直击Robotaxi安全痛点 风险提示及免责条款 巩固安全优势，加速商业化落地 卫星科技加持的最终目的是服务于商业化。 今年2月，曹操出行便已上线曹操智行自动驾驶平台，并在苏州、杭州两地开启Robotaxi试点运营。 为加速Robotaxi服 ...

本报记者 袁传玺 9月24日，"曹操智行号"卫星成功发射入轨，未来将服务于曹操出行有限公司（以下简称"曹操出行"）旗下自动驾驶平台 ——曹操智行的Robotaxi车队运营。 有业内人士表示，此举标志着曹操出行Robotaxi生态进一步融合航天科技，也意味着曹操出行在智慧出行的征程上迈出了 极具开创性的一步，正式开启Robotaxi"天地一体"安全时代，也为"天地空一体化"的未来出行蓝图勾勒出清晰轮廓。 曹操出行相关负责人对《证券日报》记者表示，曹操智行平台的运营车辆将在未来标配卫星应用产品及服务，有望解决当 前自动驾驶在偏远地区等多场景下的信号盲区问题，加速自动驾驶商业化落地进程。 有行业分析师对《证券日报》记者表示，依托吉利强大的产业生态优势，曹操智行平台将成为全球首个在Robotaxi运营中 全面整合低轨卫星通信与高精定位技术的出行平台，通过"天"（卫星技术）"地"（车辆智能）一体化的技术整合，构建创新的 多重安全冗余体系，树立未来出行安全新标杆，为行业高质量发展注入新动能。 发展前景获机构认可 曹操智行号/企业供图 从地面到太空的跨越 曹操出行此次卫星发射并非一时之举，而是其长期战略布局的关键落子。作为 ...

格隆汇9月25日｜有媒体称，曹操出行(2643.HK)的"曹操智行号"卫星成功发射入轨，吉利星座完成一期 部署，未来将服务于曹操出行旗下自动驾驶平台曹操智行的Robotaxi车队运作。 未来，曹操智行平台的营运车辆将标配卫星应用产品及服务，可望解决目前自动驾驶在偏远地区等多场 景下的讯号盲点问题，加速自动驾驶商业化落地进程。 曹操出行获吉利汽车(0175.HK)母公司吉利控股的投资，其为吉利控股Robotaxi最重要的商业化载体。 另外，公司于7月与时空道宇达成深度战略合作，目前在轨卫星数量已增至64颗，实现除南北极外全球 地表任一地点的即时通讯覆盖，在传统地面网络覆盖不足或讯号不稳定的区域，可提供稳定、可靠的即 时卫星物联通讯服务，确保车辆与控制中心始终保持连接，提升营运安全边界。 ...

新浪科技讯 9月25日上午消息，"曹操智行号"卫星成功发射入轨，吉利星座完成一期部署，未来将服务 于曹操出行旗下自动驾驶平台——曹操智行的Robotaxi车队运营。 未来，曹操智行平台的运营车辆将标配卫星应用产品及服务，有望解决当前自动驾驶在偏远地区等多场 景下的信号盲区问题，加速自动驾驶商业化落地进程。 责任编辑：江钰涵 作为吉利控股集团Robotaxi最重要的商业化载体，曹操出行于今年2月上线曹操智行自动驾驶平台，在 苏州、杭州开启试点运营。自今年4月起，公司开始部署新一代Robotaxi，采用吉利最新的冗余架构设 计，并融合曹操出行的自动派单、远程安全保障、出行舱服务及资产数字化管理等能力。 曹操出行于7月22日与时空道宇达成深度战略合作，共同探索卫星通信与高精度定位技术在自动驾驶车 队管理中的应用。时空道宇自主建设并运营吉利星座，目前在轨卫星数量已增至64颗，实现除南北极外 全球地表任一地点的实时通信覆盖，在传统地面网络覆盖不足或信号不稳定的区域，可提供稳定、可靠 的实时卫星物联通信服务，确保车辆与控制中心始终保持连接，提升运营安全边界。 ...

未来，曹操智行平台的运营车辆将标配卫星应用产品及服务，有望解决当前自动驾驶在偏远地区等多场景下的信号盲区问题，加速自动驾驶商业化落地进 程。 曹操出行执行董事兼CEO龚昕曾指出："安全是自动驾驶商业化的核心前提和终极考验。"为筑牢安全壁垒，曹操出行于7月22日与时空道宇达成深度战略合 作，共同探索卫星通信与高精度定位技术在自动驾驶车队管理中的应用。卫星终端设备装车后，时空道宇的航天技术可为曹操智行平台车辆提供两大关键能 力： 卫星通信安全冗余：车辆集成卫星通信能力，确保在运营区域内与控制中心持续保持可靠连接，为远程监控、调度和紧急干预提供坚实保障，提升极端情况 下的应急响应能力。 厘米级定位精度：通过融合卫星信号与地面基准站数据，配合车载高精度传感器，车辆位置误差可控制在极低水平，并保障在暴雪、暴雨等恶劣天气下定位 依然稳定可靠。 时空道宇自主建设并运营吉利星座，目前在轨卫星数量已增至64颗，实现除南北极外全球地表任一地点的实时通信覆盖，在传统地面网络覆盖不足或信号不 稳定的区域，可提供稳定、可靠的实时卫星物联通信服务，确保车辆与控制中心始终保持连接，提升运营安全边界。 9月24日，"曹操智行号"卫星成功发射 ...

Core Viewpoint - The launch of the "Cao Cao Intelligent Travel" satellite marks a significant step for Cao Cao Mobility in breaking through the commercialization of Robotaxi, addressing key industry pain points related to safety and cost efficiency [1][6]. Industry Context - The current Robotaxi industry is transitioning from the question of operational capability to concerns about safe and low-cost operations, with operational costs per kilometer significantly exceeding traditional ride-hailing services [1][2]. - The costs associated with positioning and communication are notably high, particularly in urban environments and adverse weather conditions, which hinder the scalability of Robotaxi operations [1][2]. Company Strategy - Cao Cao Mobility's partnership with Geely's Space-Time Daoyu aims to leverage satellite technology to enhance the management and operation of autonomous vehicle fleets, addressing the high operational costs of Robotaxi services [1][2]. - The integration of satellite communication and high-precision positioning technology is expected to reduce the reliance on third-party service providers, thereby lowering costs significantly [2][3]. Operational Insights - The "Cao Cao Intelligent Travel" satellite has already demonstrated its value in pilot programs, achieving a lane-level tracking accuracy of 99.8% in peak traffic conditions, which is a substantial improvement over vehicles without satellite modules [3]. - The satellite technology supports a multi-layered safety redundancy system, allowing for remote emergency braking and dispatch even if ground stations fail, which is crucial for addressing safety concerns in Robotaxi operations [3]. Competitive Landscape - The satellite launch aligns with Cao Cao Mobility's strategic positioning as a core player in Geely's Robotaxi initiative, allowing for direct utilization of Geely's automotive manufacturing resources [4]. - The upcoming deployment of a new generation of Robotaxi in April 2025 is expected to significantly reduce manufacturing costs through hardware-level integration of autonomous driving components and satellite modules [4]. Industry Impact - The introduction of the "Cao Cao Intelligent Travel" satellite is likely to reshape the competitive dynamics of the Robotaxi industry, shifting the focus from algorithm precision to a broader technological ecosystem [4]. - Other second-tier ride-hailing platforms are reportedly exploring similar collaborations with private aerospace companies, indicating a potential shift in industry supply chain dynamics [4]. Policy Alignment - This initiative aligns with national strategic goals, as outlined in the 2024 Commercial Space Development Action Plan, which emphasizes the integration of satellite technology with intelligent connected vehicles [5][6]. - The satellite deployment lays the groundwork for Cao Cao Mobility to apply for broader "no safety driver" testing qualifications, positioning the company favorably in the evolving regulatory landscape [6].

Core Viewpoint - The recent collaboration between Cao Cao Mobility and Geely's Space-Time Daoyu to launch the "Cao Cao Zhixing" satellite marks a significant advancement in the Robotaxi industry, transitioning from technology validation to potential large-scale profitability [1][6]. Industry Status - The current core challenge for the Robotaxi sector has shifted from "can it operate" to "can it operate safely and cost-effectively" [1]. - Domestic Robotaxi operating costs per kilometer are significantly higher than traditional ride-hailing services, with positioning and communication costs being a major contributor [1]. - Traditional GPS systems face accuracy issues in urban canyons and adverse weather, leading to delayed vehicle decision-making, which hampers large-scale operations [1]. Company Strategy - Cao Cao Mobility's entry into the satellite domain aims to address the industry's pain points of high operational costs and safety concerns [1][2]. - The partnership with Space-Time Daoyu leverages Geely's full industry chain capabilities, integrating satellite communication and high-precision positioning technologies into autonomous vehicle fleet management [2]. Operational Insights - The "Cao Cao Zhixing" satellite has already demonstrated its value in pilot programs, achieving a lane-level tracking accuracy of 99.8% in peak traffic conditions [3]. - The integration of low-orbit satellite services with ground systems creates a multi-layered safety redundancy, enabling remote emergency braking and dispatch even if ground stations fail [3]. Competitive Landscape - This satellite initiative positions Cao Cao Mobility as a core player in Geely's Robotaxi strategy, allowing direct utilization of Geely's automotive manufacturing resources [4]. - The upcoming Robotaxi models are expected to have significantly lower manufacturing costs due to the integration of satellite and autonomous driving components [4]. - The launch of the satellite may reshape industry competition by elevating the focus from algorithm precision to a broader "technology ecosystem" perspective [4]. Policy Alignment - The initiative aligns with national strategies, as the 2024 Commercial Space Development Action Plan emphasizes the integration of satellite technology with smart connected vehicles [5]. - This satellite deployment lays the groundwork for Cao Cao Mobility to apply for broader "no safety driver" testing qualifications [5]. Future Outlook - The launch of the "Cao Cao Zhixing" satellite could signal a shift in the Robotaxi industry from a "burning money for scale" model to a "technology-driven profitability" phase [6]. - Geely's comprehensive ecosystem collaboration is seen as a critical advantage for Cao Cao Mobility in this industrial transformation [6].

Group 1 - Cao Cao Mobility is partnering with Geely's company Space-Time Daoyu to launch the "Cao Cao Zhixinghao" satellite, expanding its presence in the smart mobility sector into aerospace [2] - The strategic cooperation was established on July 22, focusing on the application of satellite IoT communication and high-precision positioning technology for the management and operation of autonomous vehicle fleets [2] - Geely Holding Group's chairman, Li Shufu, stated that Cao Cao Mobility will serve as the most important commercial vehicle for Robotaxi, aiming to create a globally leading technology mobility platform [2]