（编辑 王雪儿） 证券日报网讯 1月27日，万马科技在互动平台回答投资者提问时表示，公司的车联网业务主要围绕连接 管理、车联运维、全球洞察、合规管理等服务，并与车企及合作伙伴建立长期合作关系，大部分业务收 入具备持续稳定的特点。 ...

Core Insights - The approval of the first batch of L3-level conditional autonomous driving vehicle permits in China marks a significant milestone for the market, indicating a new phase for intelligent connected vehicles [2] - The rapid development of the autonomous driving industry is expected to positively impact the company's connected services and autonomous driving-related businesses [1][2] Group 1: Company Developments - The company has established itself as a leading player in the vehicle networking sector, leveraging technological innovations in areas such as dedicated vehicle networks, dual SIM connectivity solutions, and AI operations [1] - The company's connected vehicle business has shown rapid growth, with revenue contribution reaching 46% in the first half of the year [2] - The company’s subsidiary, Youka Technology, has achieved over 17 million connected vehicles, with more than 1.1 million connections overseas, indicating a strong international presence [2] Group 2: Industry Trends - The commercial rollout of L3-level autonomous driving is anticipated to significantly increase the demand for network stability, bandwidth, and low latency services [2] - The recent developments in the autonomous driving sector, including Tesla's Robotaxi testing in Texas, highlight the growing momentum in the industry [1] - The company is enhancing its global business strategy through the "Connection+" plan, collaborating with major global operators to create a unified global SIM solution [2]

Core Viewpoint - Wanma Technology (300698.SZ) primarily provides vehicle networking connection management and platform operation services to various automotive companies, covering a range of autonomous driving scenarios such as Robotaxi, Robovan, and unmanned mining trucks. Currently, the company has not established a partnership with Huawei [1]. Group 1 - The company offers products and services related to vehicle networking connection management [1]. - The services provided can support various autonomous driving business scenarios [1]. - The company has not yet formed a collaboration with Huawei [1].

Core Viewpoint - Wanma Technology primarily provides vehicle networking connection management and platform operation products/services to various automotive companies, covering a range of autonomous driving scenarios such as Robotaxi, Robovan, and unmanned mining trucks. Currently, the company has not established a partnership with Huawei [1] Group 1 - The company offers products and services that support various autonomous driving business scenarios [1] - The focus is on vehicle networking connection management and platform operation [1] - There is no current collaboration with Huawei [1]

Core Viewpoint - The commercialization of autonomous driving positively impacts the business of Wanma Technology's subsidiary, Youka Technology, which provides various products and services related to connected vehicle management and autonomous driving toolchains [1] Group 1: Business Operations - Youka Technology, a wholly-owned subsidiary of Wanma Technology, primarily offers connected vehicle management, platform operations, and autonomous driving toolchain products/services to automotive companies [1] - The company has established partnerships in the Robotaxi sector with Baidu Apollo, Hello, and Cao Cao Mobility [1] - In the Robovan sector, collaborations have been formed with Jiushi and Zhixingzhe [1]

Group 1 - The core viewpoint of the article is that Wanma Technology's subsidiary, Youka Technology, focuses on providing products and services related to vehicle networking, platform operation, and autonomous driving toolchains, but does not currently engage in the development of automotive-grade chips [1] Group 2 - Youka Technology is a wholly-owned subsidiary of Wanma Technology [1] - The company primarily serves automotive manufacturers [1] - The services offered include vehicle networking connection management and platform operation [1]