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The scale of Baidu's Carrot Run vehicles and the approaching break-even point have turned the market's profit expectations for Robotaxi (self-driving taxis) from negative to positive. In addition, Beijing and Shanghai have recently relaxed policies on smart connected taxis, and Robotaxi concept stocks have continued to heat up in the secondary market recently.

On July 15, Jinjiang Online, Dazhong Transportation, StarNet Uda, Tianmai Technology and many other concept stocks issued announcements of unusual stock trading and warned of risks. Among them, Jinjiang Online and StarNet Uda have achieved five consecutive gains in a wave of market conditions.

Jinjiang Online announced that the company has noticed that the concept of smart taxis has received high attention from the market recently. At present, some of the company's Jinjiang Taxi companies and related partners have carried out demonstration operations of smart connected unmanned taxis in designated areas of Jiading District and Lingang New City in Shanghai. The above demonstration operations are still in the experimental stage and basically do not generate income. There is still uncertainty in future business development, and it will not have a significant impact on the company's business activities in the short term.

It is reported that Jinjiang Online's main business is passenger transportation, cold chain logistics, etc. In the 2023 annual report, Jinjiang Online mentioned that the company is actively deploying intelligent networked car operations. At the same time, Jinjiang Online is also one of the first companies in Shanghai to obtain the qualification for demonstration operation of intelligent networked taxis.

In early June this year, Jinjiang Online stated on its investor interaction platform that its subsidiary Jinjiang Automobile had signed a one-year cooperation agreement with Pony.ai. The cooperation mode was that Jiading Jinjiang, a subsidiary of Jinjiang Taxi, provided operating qualifications, safety officer training, operational guidance, etc., and Pony.ai provided technology, vehicles, operating platforms, etc., but the cooperation has now expired.

On the same day, StarNet Uda issued a stock trading change announcement stating that in order to ensure sustainable development, the company will continue to increase investment in the civilian field and seize the development opportunities in the three directions of low-altitude economy, low-orbit interconnection, and autonomous driving. In terms of devices, StarNet Uda's satellite communications, inertial navigation, optoelectronic pods, radars, etc. are all key technologies for unmanned driving; in terms of complete vehicles, StarNet Uda can provide technical support for unmanned driving in the directions of navigation, measurement and control, and can also realize functions such as path planning, automatic tracking, and self-building maps, which are suitable for structured and unstructured roads.

StarNet Yunda particularly emphasized that the growing demand for inertial navigation and other products in the unmanned driving field will have a positive impact on the company's future performance, but there are still many uncertainties in the large-scale application and promotion of related products.

In the announcement, Volkswagen Transportation mentioned that it has noticed the recent high market attention on smart connected vehicles. This model is still in the experimental stage and basically does not generate any revenue for the company. There is still uncertainty about the future business development trend, and it will not have a significant impact on the company's business activities in the short term.

On the evening of July 15, Tianmai Technology, a company that had been on the board for three consecutive trading days in the past five trading days, issued an announcement on unusual stock trading. The company's current business mainly provides digital operation and management solutions for urban public transportation based on technologies such as the Internet of Vehicles. It does not have unmanned driving body control and algorithm-related products, and has not carried out relevant cooperation with Baidu Carrot Run.

Tianmai Technology said that the company signed a cooperation framework agreement with Baidu in 2020. The cooperation between the two parties is limited to the public transportation field. The company mainly provides products such as dispatching and scheduling, passenger flow statistics, and electronic bus stops. The revenue from related projects accounts for a small proportion of the company's overall operating income and does not constitute a significant impact on the company's overall performance.

On July 15, a number of listed companies released information on the progress of their autonomous driving business layout through investor interaction platforms.Among them, Hongying Intelligence stated that the company's autonomous driving sanitation vehicles are in an active research and development stage. The company is committed to launching efficient, safe and intelligent autonomous driving sanitation solutions that meet market demand and provide strong technical support for urban sanitation work.

Wanma Technology's wholly-owned subsidiary Uka Technology announced through its official Weibo account that Uka Technology's comprehensive "end-pipe-cloud-edge" autonomous driving solution can meet customers' full-link functional needs for data collection, processing, training, and simulation, and can help car companies or Robotaxi companies solve pain points such as high collection costs, high compliance requirements, and insufficient data closed-loop capabilities.

Editor: Peng Bo

Proofreading: Yang Shuxin