港股异动 | 曹操出行(02643)涨超9%破顶 机构指Robotaxi业务贡献高成长性 潜在利润弹性值得关注

智通财经
Aug 22

智通财经APP获悉,曹操出行(02643)涨超9%,高见77.95港元创上市新高。截至发稿,涨8.94%,报77.4港元,成交额5676.83万港元。

消息面上,近日,多家网约车宣布降低抽成。其中,滴滴出行、T3出行都将最高抽成降低至27%,曹操出行则降低至22.5%。民生证券认为,行业主要平台宣布降低费率水平,将增强司机供给的稳定性和持续性,长期将使得网约车平台市场格局走向稳定,该行认为行业头部平台网约车业务中长期均受益于行业健康发展,关注多元化布局的平台公司曹操出行,深度依托吉利集团的生态支撑,公司叠加技术与制造优势,构建国内首个“定制车+智能驾驶+出行平台”Robotaxi自研闭环生态。

恒指公司今日将发布上半年检讨结果,相关变动将于9月5日收市后实施并于9月8日起生效,据华泰证券预测,曹操出行有望于9月被纳入港股通范围。另外,公司拟于8月26日举行董事会会议批准中期业绩。申万宏源指出,曹操出行在定制化运营、成本控制及技术生态方面具备差异化优势,未来扭亏为盈路径清晰,Robotaxi业务贡献高成长性及期权属性,潜在利润弹性值得关注。

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10