曹操出行吉利赋能的网约车龙头,Robotaxi拓展成长空间

招商证券
Oct 22

曹操出行是吉利集团赋能的网约车平台,份额稳居行业第二。公司背靠吉利车厂,定制车成本优势壁垒稳固,差异化优质服务巩固用户粘性,未来在下沉新市场持续渗透及高线市场稳步增长驱动下有望维持快于行业大盘增长,利润端对标行业龙头未来盈利改善空间大;自动驾驶业务基于智能车制造、智能驾驶技术、智能平台运营三位一体产业布局构建竞争优势,看好公司长期增长和盈利潜力以及Robotaxi业务远期空间,首次覆盖给予“增持”...

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