港股异动 | 如祺出行(09680)涨超14% 特斯拉Robotaxi发布在即 公司具备较强Robotaxi商业落地潜力

智通财经
10 Oct 2024

智通财经APP获悉,如祺出行(09680)涨超14%,截至发稿,涨14.71%,报23.4港元,成交额102.6万港元。

消息面上, 美国加州时间10月10日(北京时间10月11日),特斯拉将发布Robotaxi(无人驾驶出租车)新品,命名为“Cybercab”。中信证券认为,特斯拉的自动驾驶技术和基础设施行业领先,并具备多类降本技术,有望进一步促进行业发展。该行认为,国外内智驾领先的主机厂、智能化产业链及特斯拉产业链标的均有望受益于Robotaxi的快速发展。

安信国际此前指出,如祺出行是大湾区交易规模市占率第二的网约车平台。公司产业资源丰富,广汽&腾讯是前两大股东,在运营及市场拓展方面有较强支持;公司在大湾区市占率第二,大湾区用户心智、及单量增长仍有较大空间;公司为国内首个拥有商业化Robotaxi车队的网约车平台,有较强Robotaxi商业落地潜力;合规率位于行业前列。

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