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才鸟炒美股
05-02
呵呵
抱歉，原内容已删除
才鸟炒美股
2021-01-29
$New Concept Energy Inc(GBR)$
无法形容，去不了，很尴尬，600多的时候就想去，可惜限制了，不然几分钟400的利润好爽啊
才鸟炒美股
2021-01-29
$Property Solutions Acquisition Corp(PSAC)$
专业打死空投吗，真的吓人
才鸟炒美股
2021-01-21
$36氪(KRKR)$
看样子不错哦
才鸟炒美股
2021-01-08
$中网载线(CNET)$
上不去了，跑吧
去老虎APP查看更多动态
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09:53","market":"sh","language":"zh","title":"新股前瞻｜曹操出行招股书解读：独特模式下车辆TCO及获客成本双降，平台与司机效益双赢","url":"https://stock-news.laohu8.com/highlight/detail?id=2431780095","media":"智通财经","summary":"目前，曹操出行的定制车车队主要由第一代定制车枫叶80V和第二代定制车曹操60构成。曹操出行大力部署定制车业务，相关影响首先体现在了成本端。而从市场反馈来看，曹操出行的定制车也的确获得了良好口碑。","content":"<html><body><p>港股市场，或许即将迎来共享出行赛道上的“重量级选手”。</p><p>智通财经APP注意到，日前，曹操出行正式递表港交所。成立于2015年的曹操出行，由吉利控股集团孵化，总部位于苏州，历经近九年的发展后，如今已成为中国领先的共享出行平台。根据弗若斯特沙利文的资料，按GTV计算，曹操出行于2021-2023年一直是中国前三大网约车平台。</p><p>在共享出行赛道上，曹操出行有着独特的价值：有别于同行普遍使用入门级私家车作为网约车营运车辆，曹操出行掌握着国内共享出行市场里规模最为庞大的定制车车队。数据显示，截至2023年底，曹操出行在全国24个城市拥有总计约31000辆定制车。</p><p>结合招股书来看，曹操出行前瞻性部署定制车，这一战略决策带来了多个维度的积极意义：一方面，从财务角度来说，定制车模式下公司车辆TCO（车辆的持有和使用成本）及获客成本得以持续稳步下降，这预计将为曹操出行可持续盈利打下坚实基础；另一方面，专注服务共享出行的定制车也能提高平台的服务水平，为司机和用户带来更好的驾、乘体验，进而达到多方共赢的目标。</p><p>而以此次冲刺香港市场为契机，曹操出行有望借助资本市场的力量在未来实现更高质量的可持续发展。</p><p><strong>独特模式构筑差异化优势</strong></p><p>作为共享出行领域里的“老兵”，过去九年时间里曹操出行见证了网约车行业的风起云涌。在历经多轮洗牌后，目前整个市场已经由原先的争流量进化到了拼服务的良性竞争中。</p><p>或许正是捕捉到了上述行业趋势，曹操出行从2021年开始便将主要精力转向了定制车和车服解决方案，并于次年起正式部署定制车以提供专车服务。目前，曹操出行的定制车车队主要由第一代定制车枫叶80V和第二代定制车曹操60构成。其中，曹操60是由吉利集团负责整车开发，曹操出行负责产品定义、<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>化开发和销售运营。过去两年多时间里，曹操出行的定制车队迅速发展壮大，截至2022及2023年底，公司的定制车分别占公司运营车队28.6%及50.7%。</p><p>曹操出行大力部署定制车业务，相关影响首先体现在了成本端。根据弗若斯特沙利文的资料，枫叶80V及曹操60的预计TCO分别为每公里0.53元及0.47元，较具有换电功能的典型可比纯电动汽车的车辆TCO减少32%至40%。</p><p>反映到财务数据上，供给侧优化后带来的成本下降的成果是显著的。招股书显示，2021-2023年，曹操出行的收入由71.53亿元增加至106.68亿元，在规模稳步放量的同时，公司的盈利能力迎来了“质变”。同期，曹操出行的毛利率改善了超30个百分点至5.8%。</p><p>除了在降本方面取得了立竿见影的效果以外，定制车也有助于曹操出行提升司机和用户的体验。据了解，与吉利集团的紧密关系使得曹操出行在开发定制车方面拥有独特的话语权，公司从一开始就得以深入参与车辆设计过程，这令其能够利用自身丰富的行业经验来制定精准满足用户及司机需求的车辆规格。</p><p>举例而言，为提供更好的搭乘体验，曹操出行的定制车特意增加了头顶空间及伸腿空间。同时，定制车还配备了可由用户控制的智能系统，用户可以通过智能手机连接免费WiFi、调整座舱内音乐、通风及空调设置。另外，车辆还通过交互式接客协助及车内摄像头等功能确保司机与用户的安全并保证服务质量。</p><p>而从市场反馈来看，曹操出行的定制车也的确获得了良好口碑。数据显示，据一项于今年3月展开的针对全国数千名共享出行用户进行的独立第三方调查，曹操出行被评为“服务口碑最佳”的共享出行平台，用户认可度排名第一。</p><p><strong>盈利潜力待释 共享出行行业坡长雪厚</strong></p><p>在既往的发展过程中，曹操出行坚持“客户第一”的价值观，通过定制车战略构建了供给侧壁垒，并成功打造了服务口碑最好的出行品牌。而若切换到行业视角，鉴于共享出行行业坡长雪厚，深具差异化优势的曹操出行预计将在这一赛道上继续大放异彩。</p><p>众所周知，中国有着大量人口稠密的城市，极高的人口密度对现有出行基础设施构成了不小的挑战。相比于私家车，共享出行既有利于减轻城市交通拥堵，又助于降低每公里出行成本；而与公共交通相比，共享出行也有着显著的便捷高效的优势，能够大幅提升出行体验。</p><p>庞大而未得到充分满足的市场需求，为共享出行行业的持续扩容注入了源源不断的新动能。根据机构预测，共享出行在出行行业中的渗透率将由2023年的3.8%大幅增至2028年的7.3%；至2028年，中国共享出行市场的规模预计将达到7513亿元，自2024年起复合增长率为20.6%。</p><p>作为行业头部参与者，曹操出行的成长前景自然也值得期待。随着曹操出行持续深入为客户创造价值的行业本质，定制车战略下其既能把车辆、车服的成本降下去，又能够提升司机和乘客的体验，可预见的是接下来曹操出行将在规模和盈利两个维度实现最优平衡。</p><p>值得一提的是，招股书显示，曹操出行计划继续投资具有变革性的出行技术，公司正在推广一个自动驾驶开放平台，旨在整合未来的自动驾驶服务、曹操大脑的交易引擎、车辆感知及数据收集、未来的第三方自动驾驶运营商及开发商，实现自动驾驶的商业化拓展及技术迭代。目前曹操出行正与<a href=\"https://laohu8.com/S/00175\">吉利汽车</a>集团密切合作，在未来部署前装量产的L4级自动驾驶系统的车辆，进一步革新共享出行行业；另外，公司还正与业务合作伙伴启动无人出租车计划。可预见的是，下一阶段曹操出行将继续依托吉利集团在整个汽车产业链上的巨大优势，与其一道研发更多技术领先、成本可控且更精准满足司机和用户需求的定制车。</p><p>最后，回到资本市场视角，随着曹操出行递表港交所，公司也正式向资本市场前进，后续借助外部资本的力量，曹操出行料能够将更多的资金和资源投入到包括定制车、自动驾驶等在内的更广泛的共享出行领域的基础设施建设，推动行业供给侧的优化、升级，把握住共享出行这个迅速发展的行业的市场增量。</p></body></html>","source":"stock_zhitongcaijing","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>新股前瞻｜曹操出行招股书解读：独特模式下车辆TCO及获客成本双降，平台与司机效益双赢</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n新股前瞻｜曹操出行招股书解读：独特模式下车辆TCO及获客成本双降，平台与司机效益双赢\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-04-30 09:53 北京时间 <a href=http://www.zhitongcaijing.com/content/detail/1116040.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>港股市场，或许即将迎来共享出行赛道上的“重量级选手”。智通财经APP注意到，日前，曹操出行正式递表港交所。成立于2015年的曹操出行，由吉利控股集团孵化，总部位于苏州，历经近九年的发展后，如今已成为中国领先的共享出行平台。根据弗若斯特沙利文的资料，按GTV计算，曹操出行于2021-2023年一直是中国前三大网约车平台。在共享出行赛道上，曹操出行有着独特的价值：有别于同行普遍使用入门级私家车作为...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1116040.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TCO":"陶布曼中心"},"source_url":"http://www.zhitongcaijing.com/content/detail/1116040.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2431780095","content_text":"港股市场，或许即将迎来共享出行赛道上的“重量级选手”。智通财经APP注意到，日前，曹操出行正式递表港交所。成立于2015年的曹操出行，由吉利控股集团孵化，总部位于苏州，历经近九年的发展后，如今已成为中国领先的共享出行平台。根据弗若斯特沙利文的资料，按GTV计算，曹操出行于2021-2023年一直是中国前三大网约车平台。在共享出行赛道上，曹操出行有着独特的价值：有别于同行普遍使用入门级私家车作为网约车营运车辆，曹操出行掌握着国内共享出行市场里规模最为庞大的定制车车队。数据显示，截至2023年底，曹操出行在全国24个城市拥有总计约31000辆定制车。结合招股书来看，曹操出行前瞻性部署定制车，这一战略决策带来了多个维度的积极意义：一方面，从财务角度来说，定制车模式下公司车辆TCO（车辆的持有和使用成本）及获客成本得以持续稳步下降，这预计将为曹操出行可持续盈利打下坚实基础；另一方面，专注服务共享出行的定制车也能提高平台的服务水平，为司机和用户带来更好的驾、乘体验，进而达到多方共赢的目标。而以此次冲刺香港市场为契机，曹操出行有望借助资本市场的力量在未来实现更高质量的可持续发展。独特模式构筑差异化优势作为共享出行领域里的“老兵”，过去九年时间里曹操出行见证了网约车行业的风起云涌。在历经多轮洗牌后，目前整个市场已经由原先的争流量进化到了拼服务的良性竞争中。或许正是捕捉到了上述行业趋势，曹操出行从2021年开始便将主要精力转向了定制车和车服解决方案，并于次年起正式部署定制车以提供专车服务。目前，曹操出行的定制车车队主要由第一代定制车枫叶80V和第二代定制车曹操60构成。其中，曹操60是由吉利集团负责整车开发，曹操出行负责产品定义、智能化开发和销售运营。过去两年多时间里，曹操出行的定制车队迅速发展壮大，截至2022及2023年底，公司的定制车分别占公司运营车队28.6%及50.7%。曹操出行大力部署定制车业务，相关影响首先体现在了成本端。根据弗若斯特沙利文的资料，枫叶80V及曹操60的预计TCO分别为每公里0.53元及0.47元，较具有换电功能的典型可比纯电动汽车的车辆TCO减少32%至40%。反映到财务数据上，供给侧优化后带来的成本下降的成果是显著的。招股书显示，2021-2023年，曹操出行的收入由71.53亿元增加至106.68亿元，在规模稳步放量的同时，公司的盈利能力迎来了“质变”。同期，曹操出行的毛利率改善了超30个百分点至5.8%。除了在降本方面取得了立竿见影的效果以外，定制车也有助于曹操出行提升司机和用户的体验。据了解，与吉利集团的紧密关系使得曹操出行在开发定制车方面拥有独特的话语权，公司从一开始就得以深入参与车辆设计过程，这令其能够利用自身丰富的行业经验来制定精准满足用户及司机需求的车辆规格。举例而言，为提供更好的搭乘体验，曹操出行的定制车特意增加了头顶空间及伸腿空间。同时，定制车还配备了可由用户控制的智能系统，用户可以通过智能手机连接免费WiFi、调整座舱内音乐、通风及空调设置。另外，车辆还通过交互式接客协助及车内摄像头等功能确保司机与用户的安全并保证服务质量。而从市场反馈来看，曹操出行的定制车也的确获得了良好口碑。数据显示，据一项于今年3月展开的针对全国数千名共享出行用户进行的独立第三方调查，曹操出行被评为“服务口碑最佳”的共享出行平台，用户认可度排名第一。盈利潜力待释 共享出行行业坡长雪厚在既往的发展过程中，曹操出行坚持“客户第一”的价值观，通过定制车战略构建了供给侧壁垒，并成功打造了服务口碑最好的出行品牌。而若切换到行业视角，鉴于共享出行行业坡长雪厚，深具差异化优势的曹操出行预计将在这一赛道上继续大放异彩。众所周知，中国有着大量人口稠密的城市，极高的人口密度对现有出行基础设施构成了不小的挑战。相比于私家车，共享出行既有利于减轻城市交通拥堵，又助于降低每公里出行成本；而与公共交通相比，共享出行也有着显著的便捷高效的优势，能够大幅提升出行体验。庞大而未得到充分满足的市场需求，为共享出行行业的持续扩容注入了源源不断的新动能。根据机构预测，共享出行在出行行业中的渗透率将由2023年的3.8%大幅增至2028年的7.3%；至2028年，中国共享出行市场的规模预计将达到7513亿元，自2024年起复合增长率为20.6%。作为行业头部参与者，曹操出行的成长前景自然也值得期待。随着曹操出行持续深入为客户创造价值的行业本质，定制车战略下其既能把车辆、车服的成本降下去，又能够提升司机和乘客的体验，可预见的是接下来曹操出行将在规模和盈利两个维度实现最优平衡。值得一提的是，招股书显示，曹操出行计划继续投资具有变革性的出行技术，公司正在推广一个自动驾驶开放平台，旨在整合未来的自动驾驶服务、曹操大脑的交易引擎、车辆感知及数据收集、未来的第三方自动驾驶运营商及开发商，实现自动驾驶的商业化拓展及技术迭代。目前曹操出行正与吉利汽车集团密切合作，在未来部署前装量产的L4级自动驾驶系统的车辆，进一步革新共享出行行业；另外，公司还正与业务合作伙伴启动无人出租车计划。可预见的是，下一阶段曹操出行将继续依托吉利集团在整个汽车产业链上的巨大优势，与其一道研发更多技术领先、成本可控且更精准满足司机和用户需求的定制车。最后，回到资本市场视角，随着曹操出行递表港交所，公司也正式向资本市场前进，后续借助外部资本的力量，曹操出行料能够将更多的资金和资源投入到包括定制车、自动驾驶等在内的更广泛的共享出行领域的基础设施建设，推动行业供给侧的优化、升级，把握住共享出行这个迅速发展的行业的市场增量。","news_type":1},"isVote":1,"tweetType":1,"viewCount":295,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":337555812,"gmtCreate":1611161892336,"gmtModify":1703748558944,"author":{"id":"66027320569980","authorId":"66027320569980","name":"才鸟炒美股","avatar":"https://static.tigerbbs.com/32d314aeca65784e9867f85118818972","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a 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