View ValuationCaoCao 将来の成長Future 基準チェック /46CaoCao利益と収益がそれぞれ年間97.3%と19.8%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に-2.4% 96.3%なると予測されています。主要情報97.3%収益成長率96.29%EPS成長率Transportation 収益成長3.9%収益成長率19.8%将来の株主資本利益率-2.35%アナリストカバレッジGood最終更新日22 Jun 2026今後の成長に関する最新情報更新なしすべての更新を表示Recent updatesお知らせ • Jun 29CaoCao Inc. Appoints Joseph Sifakis as Chief Scientific Advisor of the CaoCao AI Innovation CenterOn June 29, Joseph Sifakis was formally invited to serve as Chief Scientific Advisor of the CaoCao AI Innovation Center. He will provide core academic support, a global perspective and strategic roadmap guidance for CaoCao's transformation into an AI-native company. Professor Sifakis is one of the leading pioneers in trustworthy artificial intelligence and complex systems. He has long focused on the safety, reliability and verifiability of complex intelligent systems, with his research widely applied in safety-critical fields such as aerospace and industrial control. In recent years, Professor Sifakis has concentrated on trustworthy AI and autonomous systems. His research aligns closely with the development needs of Robotaxi and other autonomous driving technologies and will provide world-class theoretical guidance and methodological support for CaoCao in building safe, reliable and verifiable autonomous driving services and a physical AI mobility technology platform. This appointment marks Professor Sifakis's first in-depth involvement in shaping the AI strategy of a Chinese technology company.お知らせ • Jun 24Caocao Inc. Launches Full-Scale Ai Transformation and Unveils Robox StrategyCaoCao Inc. announced the official launch of its full-scale AI transformation at the 2026 International Automotive and Supply Chain Expo (Hong Kong) and unveiled its new RoboX strategy. The Company aims to build a globally leading physical AI mobility technology platform and an intelligent mobility network spanning diverse applications, including Robotaxi and Robovan. By 2030, CaoCao plans to deploy a total of 100,000 Robotaxis and 100,000 Robovans. The Company officially launched its RoboX strategy. CaoCao will comprehensively advance its RoboX business around three core pillars—intelligent driving technologies, intelligent purpose-built vehicles and intelligent operations—and develop an intelligent mobility network covering Robotaxi, Robovan, Robobus, Robotruck and other applications. In the area of intelligent purpose-built vehicles, the Company will leverage the industrial ecosystem advantages of Geely Holding Group to jointly develop intelligent mobility products tailored to different scenarios. In intelligent driving technologies, the Company will focus on Level 4 autonomous driving and continue to improve safety, operational efficiency and cost competitiveness across passenger and freight transportation scenarios. In intelligent operations, the Company will develop infrastructure including an intelligent hybrid dispatching system, an AI Super Brain for Operations and Green Intelligent Mobility Hubs, enabling the efficient coordination of mobility resources and large-scale operations. The Company will embed AI capabilities throughout product R&D, operations management and its business systems, accelerating its transformation into an AI-native company. CaoCao has developed scalable and systematic capabilities in fleet dispatching, asset management, user services and compliance operations, and has built CaoCao Robo OS for the era of intelligent mobility. Serving as the core operations system, Robo OS will provide an end-to-end solution spanning demand understanding, supply-demand matching and service fulfillment. It will support AI agent integration and coordination, enabling efficient connections between AI agents and intelligent mobility resources. As a key target for the next phase of the RoboX strategy, the Company announced its “Dual-100,000 Plan”: by 2030, CaoCao plans to deploy a total of 100,000 Robotaxis and 100,000 Robovans, accelerating the transition of autonomous driving from demonstration operations to large-scale commercial deployment.New Risk • Jun 11New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Hong Kong stocks, typically moving 11% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Negative equity (-CN¥4.1b). Minor Risk Share price has been volatile over the past 3 months (11% average weekly change).Board Change • May 20Less than half of directors are independentThere are 8 new directors who have joined the board in the last 3 years. Of these new board members, 3 were independent directors. The company's board is composed of: 8 new directors. 1 experienced director. No highly experienced directors. 3 independent directors (6 non-independent directors). CEO & Executive Director Xin Gong is the most experienced director on the board, commencing their role in 2021. Independent Non-Executive Director Ning Liu was the last independent director to join the board, commencing their role in 2025. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Lack of experienced directors.お知らせ • May 14CaoCao Inc., Annual General Meeting, Jun 08, 2026CaoCao Inc., Annual General Meeting, Jun 08, 2026, at 14:00 China Standard Time. Location: 4/f, geely technology plaza, no. 868 dongguan road, binjiang district, hangzhou, zhejiang province., Chinaお知らせ • Mar 11CaoCao Inc. to Report Fiscal Year 2025 Results on Mar 27, 2026CaoCao Inc. announced that they will report fiscal year 2025 results on Mar 27, 2026お知らせ • Feb 04CaoCao Inc. has completed a Follow-on Equity Offering in the amount of HKD 389.52 million.CaoCao Inc. has completed a Follow-on Equity Offering in the amount of HKD 389.52 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 12,000,000 Price\Range: HKD 32.46 Discount Per Security: HKD 0.3246 Transaction Features: Subsequent Direct Listingお知らせ • Jan 29CaoCao Inc. has filed a Follow-on Equity Offering in the amount of HKD 389.52 million.CaoCao Inc. has filed a Follow-on Equity Offering in the amount of HKD 389.52 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 12,000,000 Price\Range: HKD 32.46 Discount Per Security: HKD 0.3246 Transaction Features: Subsequent Direct Listingお知らせ • Dec 31CaoCao Inc. (SEHK:2643) agreed to acquire Zhejiang Geely Business Service Co., Ltd. from Zhejiang Geely Holding Group Limited for CNY 65 million.CaoCao Inc. (SEHK:2643) agreed to acquire Zhejiang Geely Business Service Co., Ltd. from Zhejiang Geely Holding Group Limited for CNY 65 million on December 30, 2025. A cash consideration of CNY 65 million will be paid by CaoCao Inc. (SEHK:2643). As part of consideration, CNY 65 million is paid towards common equity of Zhejiang Geely Business Service Co., Ltd. For the period ending December 31, 2024, Zhejiang Geely Business Service Co., Ltd. reported net income of CNY 23 million. As of December 31, 2024, Zhejiang Geely Business Service Co., Ltd. reported total assets of CNY 316.5 million and total common equity of CNY 86.3 million. The transaction is subject to approval of offer by target shareholders.業績と収益の成長予測SHSC:2643 - アナリストの将来予測と過去の財務データ ( )CNY Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数12/31/202837,0939581,3381,706512/31/202730,740241-354878612/31/202625,265-2841,5681,508612/31/202520,190-635-98378N/A9/30/202519,072-807-19408N/A6/30/202517,953-97959438N/A3/31/202516,305-1,115-1337N/A12/31/202414,657-1,251-62236N/A12/31/202310,668-1,916-1,770136N/A12/31/20227,631-1,972-1,871-1,127N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: 2643は今後 3 年間で収益性が向上すると予測されており、これは 貯蓄率 ( 3% ) よりも高い成長率であると考えられます。収益対市場: 2643今後 3 年間で収益性が向上すると予想されており、これは市場平均を上回る成長と考えられます。高成長収益: 2643今後 3 年以内に収益を上げることが予想されます。収益対市場: 2643の収益 ( 19.8% ) Hong Kong市場 ( 9% ) よりも速いペースで成長すると予測されています。高い収益成長: 2643の収益 ( 19.8% ) 20%よりも低い成長が予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: 2643 3 年以内に赤字になると予測されています。成長企業の発掘7D1Y7D1Y7D1YTransportation 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/07/02 17:01終値2026/07/02 00:00収益2025/12/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレークこのレポートを生成するために使用した分析モデルの詳細は、当社の Github ページ でご覧いただけます。また、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋CaoCao Inc. 6 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。7 アナリスト機関Qiuting WangChina International Capital Corporation LimitedQingpu YangCitic Securities Co., Ltd.Alicia YapCitigroup Inc4 その他のアナリストを表示
お知らせ • Jun 29CaoCao Inc. Appoints Joseph Sifakis as Chief Scientific Advisor of the CaoCao AI Innovation CenterOn June 29, Joseph Sifakis was formally invited to serve as Chief Scientific Advisor of the CaoCao AI Innovation Center. He will provide core academic support, a global perspective and strategic roadmap guidance for CaoCao's transformation into an AI-native company. Professor Sifakis is one of the leading pioneers in trustworthy artificial intelligence and complex systems. He has long focused on the safety, reliability and verifiability of complex intelligent systems, with his research widely applied in safety-critical fields such as aerospace and industrial control. In recent years, Professor Sifakis has concentrated on trustworthy AI and autonomous systems. His research aligns closely with the development needs of Robotaxi and other autonomous driving technologies and will provide world-class theoretical guidance and methodological support for CaoCao in building safe, reliable and verifiable autonomous driving services and a physical AI mobility technology platform. This appointment marks Professor Sifakis's first in-depth involvement in shaping the AI strategy of a Chinese technology company.
お知らせ • Jun 24Caocao Inc. Launches Full-Scale Ai Transformation and Unveils Robox StrategyCaoCao Inc. announced the official launch of its full-scale AI transformation at the 2026 International Automotive and Supply Chain Expo (Hong Kong) and unveiled its new RoboX strategy. The Company aims to build a globally leading physical AI mobility technology platform and an intelligent mobility network spanning diverse applications, including Robotaxi and Robovan. By 2030, CaoCao plans to deploy a total of 100,000 Robotaxis and 100,000 Robovans. The Company officially launched its RoboX strategy. CaoCao will comprehensively advance its RoboX business around three core pillars—intelligent driving technologies, intelligent purpose-built vehicles and intelligent operations—and develop an intelligent mobility network covering Robotaxi, Robovan, Robobus, Robotruck and other applications. In the area of intelligent purpose-built vehicles, the Company will leverage the industrial ecosystem advantages of Geely Holding Group to jointly develop intelligent mobility products tailored to different scenarios. In intelligent driving technologies, the Company will focus on Level 4 autonomous driving and continue to improve safety, operational efficiency and cost competitiveness across passenger and freight transportation scenarios. In intelligent operations, the Company will develop infrastructure including an intelligent hybrid dispatching system, an AI Super Brain for Operations and Green Intelligent Mobility Hubs, enabling the efficient coordination of mobility resources and large-scale operations. The Company will embed AI capabilities throughout product R&D, operations management and its business systems, accelerating its transformation into an AI-native company. CaoCao has developed scalable and systematic capabilities in fleet dispatching, asset management, user services and compliance operations, and has built CaoCao Robo OS for the era of intelligent mobility. Serving as the core operations system, Robo OS will provide an end-to-end solution spanning demand understanding, supply-demand matching and service fulfillment. It will support AI agent integration and coordination, enabling efficient connections between AI agents and intelligent mobility resources. As a key target for the next phase of the RoboX strategy, the Company announced its “Dual-100,000 Plan”: by 2030, CaoCao plans to deploy a total of 100,000 Robotaxis and 100,000 Robovans, accelerating the transition of autonomous driving from demonstration operations to large-scale commercial deployment.
New Risk • Jun 11New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Hong Kong stocks, typically moving 11% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Negative equity (-CN¥4.1b). Minor Risk Share price has been volatile over the past 3 months (11% average weekly change).
Board Change • May 20Less than half of directors are independentThere are 8 new directors who have joined the board in the last 3 years. Of these new board members, 3 were independent directors. The company's board is composed of: 8 new directors. 1 experienced director. No highly experienced directors. 3 independent directors (6 non-independent directors). CEO & Executive Director Xin Gong is the most experienced director on the board, commencing their role in 2021. Independent Non-Executive Director Ning Liu was the last independent director to join the board, commencing their role in 2025. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Lack of experienced directors.
お知らせ • May 14CaoCao Inc., Annual General Meeting, Jun 08, 2026CaoCao Inc., Annual General Meeting, Jun 08, 2026, at 14:00 China Standard Time. Location: 4/f, geely technology plaza, no. 868 dongguan road, binjiang district, hangzhou, zhejiang province., China
お知らせ • Mar 11CaoCao Inc. to Report Fiscal Year 2025 Results on Mar 27, 2026CaoCao Inc. announced that they will report fiscal year 2025 results on Mar 27, 2026
お知らせ • Feb 04CaoCao Inc. has completed a Follow-on Equity Offering in the amount of HKD 389.52 million.CaoCao Inc. has completed a Follow-on Equity Offering in the amount of HKD 389.52 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 12,000,000 Price\Range: HKD 32.46 Discount Per Security: HKD 0.3246 Transaction Features: Subsequent Direct Listing
お知らせ • Jan 29CaoCao Inc. has filed a Follow-on Equity Offering in the amount of HKD 389.52 million.CaoCao Inc. has filed a Follow-on Equity Offering in the amount of HKD 389.52 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 12,000,000 Price\Range: HKD 32.46 Discount Per Security: HKD 0.3246 Transaction Features: Subsequent Direct Listing
お知らせ • Dec 31CaoCao Inc. (SEHK:2643) agreed to acquire Zhejiang Geely Business Service Co., Ltd. from Zhejiang Geely Holding Group Limited for CNY 65 million.CaoCao Inc. (SEHK:2643) agreed to acquire Zhejiang Geely Business Service Co., Ltd. from Zhejiang Geely Holding Group Limited for CNY 65 million on December 30, 2025. A cash consideration of CNY 65 million will be paid by CaoCao Inc. (SEHK:2643). As part of consideration, CNY 65 million is paid towards common equity of Zhejiang Geely Business Service Co., Ltd. For the period ending December 31, 2024, Zhejiang Geely Business Service Co., Ltd. reported net income of CNY 23 million. As of December 31, 2024, Zhejiang Geely Business Service Co., Ltd. reported total assets of CNY 316.5 million and total common equity of CNY 86.3 million. The transaction is subject to approval of offer by target shareholders.