曹操智行平台

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“曹操智行号”卫星启航:曹操出行引领出行领域天地一体新变革
Zheng Quan Ri Bao Wang· 2025-09-25 05:45
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 ...
曹操出行成功发射卫星 拟用于Robotaxi车队
Ge Long Hui A P P· 2025-09-25 05:04
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。 ...
曹操出行(02643.HK):网约车运营扭亏在即 ROBOTAXI贡献高成长性及期权属性
Ge Long Hui· 2025-08-20 09:48
Group 1 - The shared mobility industry is experiencing rapid growth, with the market expected to have a compound annual growth rate (CAGR) of 17% from 2025 to 2029, and the company holds a 5.4% market share in 2024, primarily in strong consumer cities [1] - The company operates the largest customized ride-hailing fleet in the country, with a focus on cost-effective and high-quality service, achieving a total cost of ownership (TCO) that is 33% and 40% lower than typical electric vehicles for its customized models [1] - The company plans to launch the "Cao Cao Zhixing" platform in 2025, with initial vehicles based on the Lynk & Co Z10 model, aiming for a gross profit margin of over 40% by 2030 for its Robotaxi service, which is expected to significantly reduce driver costs [3] Group 2 - The company is implementing a strategy of "initial subsidy penetration followed by gradual reduction," with plans to expand into 85 new cities in 2024, leading to improved performance as penetration rates increase [2] - The company forecasts a turnaround in net profit from -1.05 billion yuan in 2025 to 730 million yuan in 2027, with an expected EBIT margin comparable to Didi's Q1 2025 levels [3] - The company's current target market value is estimated at 42.8 billion yuan, indicating a potential upside of 21% [3]
曹操出行拟港股IPO:去年营收147亿元增37.4%,亏损持续收窄
Guang Zhou Ri Bao· 2025-05-01 15:32
Core Viewpoint - Caocao Travel has submitted an updated listing application to the Hong Kong Stock Exchange, indicating significant growth in its operations and financial performance since its establishment in 2015 as a ride-hailing platform incubated by Geely Group [1] Financial Performance - The total revenue for Caocao Travel is projected to grow from RMB 76.31 billion in 2022 to RMB 146.57 billion in 2024, maintaining a growth trend [3] - The company reported losses of approximately RMB 20.07 billion in 2022, RMB 19.81 billion in 2023, and RMB 12.46 billion in 2024, with losses narrowing over the years [3] - The gross margin improved from -4.4% in 2022 to 8.1% in 2024, attributed to the introduction of customized vehicles and optimization of total cost of ownership (TCO) strategies [3] Market Operations - By the end of 2024, Caocao Travel is expected to operate in 136 cities with a market share of 5.4% [1] - The company has a customized fleet of over 34,000 vehicles in 31 cities, making it the largest fleet of its kind in China [1] - The contribution of customized vehicle orders to the total GTV is expected to reach 25.1% by 2024 [1] Revenue Sources - The primary revenue source for Caocao Travel is ride-hailing services, which is projected to account for 92.6% of total revenue in 2024 [2] - The company has a high dependency on aggregation platforms, with orders from these platforms constituting 85.4% of GTV by 2024 [2] Future Developments - Caocao Travel plans to launch a Robotaxi service in Suzhou and Hangzhou by February 28, 2025, marking a significant milestone in the commercialization of autonomous driving services [4] - The company is collaborating with Geely Group to develop a new customized vehicle specifically for Robotaxi services, including an L4 level Robotaxi expected to be launched by the end of 2026 [4]