Group 1: Company Overview - Wanma Technology Co., Ltd. was established in 1997 and listed on the Shenzhen Stock Exchange's Growth Enterprise Market on August 31, 2017 [3] - The company focuses on the R&D, production, and sales of communication equipment and industrial control products, and has recently entered the vehicle networking sector [3] - Wanma's communication products include cabinets and enclosures, widely used in data centers and digital communication rooms [3] Group 2: Financial Performance - In the first half of 2025, revenue from communication cabinets and enclosures reached CNY 103 million, a year-on-year increase of 85.89% [4] - Revenue from industrial control products was CNY 39 million, growing by 40.14% year-on-year [4] - The company expects continued growth in the third quarter of 2025 [4] Group 3: Vehicle Networking Business - Wanma's vehicle networking business has connected over 16 million vehicles globally, with significant partnerships with major automotive manufacturers like Geely and Li Auto [3] - The company offers a global vehicle networking ONE SIM solution, providing services such as connection management and compliance management [6] - The vehicle networking solutions are designed to optimize network communication quality and enhance user experience [6] Group 4: Strategic Partnerships - Wanma's subsidiary, Youka Technology, has formed a strategic partnership with Baidu's Apollo to advance the commercialization of Robotaxi services [5] - The collaboration focuses on providing integrated hardware and software solutions for Robotaxi, enhancing operational efficiency and safety [5] Group 5: Market Expansion and Challenges - The company is expanding into overseas markets and new business scenarios, which has led to an increase in sales expenses [11] - Wanma is transitioning from a traditional communication equipment provider to a player in the intelligent data center market [11] - The company has established six core data centers globally to meet local data storage compliance requirements [11]

目前，优咔科技已从一家车联网技术服务商成长为软硬件融合的高阶网联方案供应商，本次战略合作则 有望进一步强化优咔科技在高阶网联领域的龙头地位。高附加值的软硬件融合Robotaxi高阶网联服务， 将构建新的业务增长路径，为车辆智能网联业务发展注入持续动力。 11月13日，万马科技（300698）全资子公司优咔科技受邀参加百度世界大会2025，万马科技董事长、优 咔科技CEO张禾阳，以及万马科技副总经理、优咔科技副总经理兼CTO李勋宏等一行应邀出席，并与百 度旗下阿波罗智能技术(北京)有限公司(简称"阿波罗智能驾驶")正式达成深度战略合作，双方将从单一 领域的基础服务合作，迈入面向中国乃至全球市场的"全栈式、全领域"的深度协同新阶段。 据介绍，目前优咔科技已为阿波罗智能驾驶旗下"萝卜快跑"提供面向Robotaxi的连接管理、车联智能运 维、流量运营运维等服务。此次战略合作后，优咔科技将依托全链路技术能力，为其提供软硬件融合的 Robotaxi高阶网联方案。 上述方案涵盖全球网联覆盖、高精度定位、AI网络、智能硬件与通算服务，构筑高可靠全球网联数智 底座。据悉，该高阶网联解决方案已被多家头部无人驾驶企业采用，能显著降 ...