10月16日，哈尔滨东安汽车动力股份有限公司（简称"东安动力"）发布关于2025年三季度获取定点协议的公告。公告显示，2025年三季度，东安动力新市场 开发共获取5家企业（基于保密协议约定，客户名称不便披露）的5项新市场《定点协议》，其中全新开发客户3家。 不过，东安动力也提醒投资者，虽然签约方具备一定的履约能力，但项目的进展仍存在不确定性。 此次新市场定点协议的获取，进一步巩固了东安动力在传统动力、新能源增程、AT等领域的市场地位，对公司发展具有重要意义。上述项目预计对公司未 来年度的营业收入和经营效益产生积极影响。 此次获取的5项新市场《定点协议》预计生命周期为5-10年，总销量预计100万台，其中涉及新能源新市场项目2项，规划销量预计80万台。东安动力将严格 按照双方约定的协议、新市场项目进度，完成产品搭载、产品供应等工作。 ...

Group 1 - JD Group has signed strategic cooperation agreements with CATL and Changan Automobile to promote green low-carbon and digital transformation in the supply chain [2] - The collaboration with CATL focuses on leveraging JD's strengths in digital supply chain and omnichannel services, aiming for sustainable development and cost efficiency in supply chain operations [2] - JD and CATL will work together on expanding the new energy vehicle charging ecosystem and building a battery aftermarket channel network, utilizing JD's nationwide service network [2] Group 2 - The partnership with Changan Automobile builds on a solid foundation of collaboration in user marketing, after-sales service, and inventory management, aiming to enhance cost efficiency [3] - During the 2024 JD 11.11 event, JD and Changan will jointly launch new vehicles to provide consumers with cost-effective automotive experiences [3] - The collaboration includes the completion of the Changan Automobile Smart Interaction Center project, enhancing customer service systems and extending cooperation into AI fields [3] Group 3 - The comprehensive strategic partnership will enable JD and Changan to deepen cooperation across various domains, including marketing for passenger cars, motorcycles, and vehicle ecosystem products [4] - Both companies will explore the development of smart logistics vehicles and collaborate on designing and producing new energy autonomous vehicles [4] - The partnership aims to create a modular automotive supply chain logistics solution, enhancing Changan's digital transformation in marketing management and offline service network [4]

Core Insights - The visit of Apple's COO Sabih Khan to Lens Technology in Taizhou, Jiangsu, highlights the long-term partnership and collaboration between the two companies in the context of ongoing innovation in the global consumer electronics industry [1][3]. Group 1: Company Overview - Lens Technology has been an Apple supplier since 2006, focusing on advanced glass cover processing technology to drive product innovation [3]. - The company's operations now encompass multiple core product lines for Apple, including iPhone, Apple Watch, Mac, and Apple Vision Pro, making it an essential part of Apple's global supply chain [3]. Group 2: Manufacturing Process - During the factory tour, Sabih Khan observed the complete manufacturing process of the iPhone 17 and iPhone 17 Pro frames, showcasing the transformation from raw materials to complex, high-quality components [3]. - The production facility features highly automated processes, including mobile robots for material handling, a seamless assembly line with over 40 automated steps, and advanced appearance inspection equipment to ensure product consistency and flexibility [3][4]. Group 3: Strategic Collaboration - Lens Technology's Chairman, Zhou Qunfei, emphasized the company's commitment to innovation in technology and materials, which has been supported by its collaboration with Apple over the past 19 years [4]. - The partnership has focused on refining manufacturing processes to meet future product demands, establishing a solid foundation for ongoing collaboration [4]. - The visit signifies not only validation of Lens Technology's production capabilities but also indicates potential for broader cooperation in future product development and technological innovation [4].

该公司由理想汽车与欣旺达动力盒子成立，各自占股50%。 除了与欣旺达的合作，理想汽车还与宁德时代保持了长期的战略合作关系。双方在电池安全、超充技术等方面展开深度合作，共同推动电池 技术创新和全球化布局。这种多元化的合作模式有助于理想汽车在保障供应链稳定的同时，不断提升电池技术的自主化水平。 该公司经营范围包括：电池制造；电池销售；新兴能源技术研发；电动汽车充电基础设施运营；输配电及控制设备制造；智能输配电及控制 设备销售；集中式快速充电站；新材料技术研发；软件开发；电子产品销售；其他电子器件制造；光伏设备及元器件销售；光伏发电设备租 赁。 | 工商信息 ● | | | | | 區 数据纠错 | で天眼查 | | --- | --- | --- | --- | --- | --- | --- | | 工商信息 历史工商信息0 | | | | | | ₪ 음出 | | 企业名称 | 山东理想汽车电池有限公司 | | | | | | | 法定代表人 | 刘立国 | 登记状态 2 | 开业 | 天眼评分 2 | 94% | | | | | 成立日期 | 2025-10-13 | | | | | 统一社会信用代码 ⑦ ...

Core Insights - RoboSense has achieved a significant milestone by having its fully self-developed chip pass the AEC-Q automotive certification, making it the only company globally to reach this achievement, which enhances its competitive edge in the lidar technology sector [2][7] Group 1: SPAD-SoC Chip - RoboSense's SPAD-SoC chip is the world's first lidar receiving processing SoC chip and the only one to pass the AEC-Q102 certification, featuring high performance, high integration, and high reliability [3] - The chip improves target recognition rate to 99% and has a sampling capability of 44 billion samples per second, effectively preventing missed detections [3] - It includes a 384-Core signal processing capability for high dynamic response and can detect low-reflectivity objects, while also being resistant to rain, fog, and dust interference [3] Group 2: Proprietary Technologies - The chip incorporates three proprietary technologies that enhance performance and reliability, including Crosstalk Immunity Encoding (ClE), which improves sunlight noise resistance by 95% and cross-talk resistance by 90% [4] - PicoSecond Timing Technology (PTT) enhances distance measurement accuracy by 15 times to 3 cm while reducing power consumption [4] - The Adaptive Fusion Algorithm (AFA) optimizes signal extraction, reducing blind spots by 70 times [4] Group 3: 3D Stacking and Bonding Technology - RoboSense has achieved a global first by integrating SPAD and SoC through 3D stacking, resulting in over 50% reduction in size and high integration [5] - Copper-copper bonding technology provides each SPAD with an independent processing circuit, ensuring low-loss and low-latency signal transmission [5] Group 4: 2D VCSEL Chip - RoboSense's 2D VCSEL chip is the only mass-producible two-dimensional addressable VCSEL chip in the industry, utilizing two-dimensional addressable scanning to suppress high reflectivity expansion [6] - The chip supports flexible matrix scanning, significantly enhancing laser emission efficiency, and features a combined SiP technology that improves accuracy while reducing parasitic parameters [6] Group 5: E Platform - The E platform, equipped with the AEC-Q certified SPAD-SOC and 2D VCSEL chips, is the first mass-producible all-solid-state digital lidar platform in the industry [7] - This platform not only showcases RoboSense's leading position in lidar technology but also provides robust technical support for the development of autonomous driving and intelligent transportation [7]

2025年前三季度，AIoT市场需求保持增长。受益于AI技术的不断迭代和应用场景的持续扩展，AIoT在各个行业正处在创新发展周期。瑞芯微的长期战略布 局按预期推进，旗舰产品RK3588带领各AIoT算力平台在汽车电子、机器视觉、工业应用及各类机器人市场持续渗透，推动公司营业收入快速增长，带动净 利润同比增长116%至127%。 10月14日，瑞芯微电子股份有限公司（证券代码：603893，证券简称：瑞芯微）发布了2025年前三季度业绩预告。公告显示，公司预计2025年1月1日至9月 30日期间，归属于母公司所有者的净利润为76,000万元至80,000万元，与上年同期相比，将增加40,829万元至44,829万元，同比增长116%至127%。 2. DDR4存储芯片市场变化 预计扣除非经常性损益后的净利润为73,500万元至77,500万元，与上年同期相比，将增加39,154万元至43,154万元，同比增长114%至126%。 尽管DDR4存储芯片从供应短缺到价格暴涨，促使部分客户中高端AIoT产品向DDR5转型，方案调整时间影响了短期需求，导致三季度业绩增长略缓，但公 司预计随后将继续快速增长。 关于业绩增 ...

此次获得客户新能源车型空气弹簧总成产品的项目定点，对瑞玛精密具有重要意义。这不仅标志着公司在汽车空气悬架系统产品领域的技术实力和产品质量 得到了市场的认可，也为公司未来的业务发展带来了新的机遇。通过与国内知名车企的合作，普莱德（苏州）将进一步提升其在新能源汽车零部件市场的份 额和影响力。 普莱德（苏州）作为瑞玛精密的子公司，此次获得的项目定点标志着其在汽车空气悬架系统产品领域的技术开发实力和产品质量得到了客户的认可。这一成 就不仅展示了普莱德（苏州）在新能源汽车零部件领域的竞争力，也为其未来的发展奠定了坚实的基础。 10月14日，瑞玛精密发布公告称，其子公司普莱德汽车科技（苏州）有限公司（以下简称"普莱德（苏州）"）近日收到国内某车企的定点通知，成为其新能 源车型空气弹簧总成产品的定点供应商。根据客户目前的销售预测，该项目生命周期为6年，全生命周期内预计该项目空气弹簧总成产品销售额约为2.65亿 元。 ...

Core Viewpoint - The company, Jieshun Technology, anticipates significant growth in net profit for the first three quarters of 2025, driven by the successful implementation of its "AI + Parking Management" strategy and stable performance in traditional smart hardware business [2][3] Group 1: Financial Performance - The estimated net profit attributable to shareholders for the period from January 1 to September 30, 2025, is projected to be between 68 million and 80 million yuan, representing a year-on-year increase of 58.11% to 86.01% compared to 43.0089 million yuan in the same period last year [2] - The net profit after deducting non-recurring gains and losses is expected to be between 61.2 million and 73.2 million yuan, reflecting a year-on-year growth of 65.82% to 98.33% from 36.9086 million yuan [2] - The basic earnings per share are projected to be between 0.1064 yuan and 0.1251 yuan, significantly up from 0.0665 yuan in the same period last year [2] Group 2: Business Strategy and Growth Drivers - The successful implementation of the "AI + Parking Management" strategy has led to a high growth rate in new orders for innovative business, contributing to rapid revenue growth in this segment [2] - The traditional smart hardware business has stabilized during the reporting period, providing strong support for the company's overall revenue and net profit growth [3]

| 项 目 | | 本报告期 | | 上年同期 | | --- | --- | --- | --- | --- | | 归属于上市公司股东的 | | 60,019.11 | 66.449.73 | 53.588.49 | | 净利润 | 比上年同期增长 | 12.00% | 24.00% | | | 扣除非经常性损益后的 | | 56.492.83 | 63,195.37 | 47,875.28 | | 净利润 | 比上年同期增长 | 18.00% | 32.00% | | 关于业绩增长原因，航天智造说明如下： 1. 汽车零部件业务增长 | | | 航天智造在2025年前三季度的经营业绩延续了增长态势。其中，汽车零部件业务在客户需求增长的驱动下，实现营业收入同比增长约25%，带动公司整体收 入与利润同比增长。这一增长反映了公司在汽车零部件领域的市场竞争力和业务拓展能力。 2. 油气装备业务稳健 油气装备业务延续了稳健的经营态势，经营业绩与上年同期基本持平。这表明公司在油气装备领域的业务稳定，能够有效应对市场波动，保持业务的持续 性。 10月14日，航天智造发布了2025年前三季度业绩预告。公告显示，公司预计2 ...

| | | | | 单位:万元 | | --- | --- | --- | --- | --- | | 项目 | | 本报告期 | | 上年同期 | | 归属于上市公司 股东的净利润 | 比上年同 | 4, 700. 00 | 5.650.00 | 1,821.39 | | | | 158. 04% | 210. 20% | | | | 期增长 | | | | | 扣除非经常性损 益后的净利润 | | 4, 400. 00 | 5, 350. 00 | 1.855.73 | | | 比上年同 | 137. 10% | 188. 30% | | | | 期增长 | | | | 佰奥智能于10月14日发布了2025年前三季度业绩预告。公告显示，公司预计2025年1月1日至9月30日期间，归属于上市公司股东的净利润为4,700万元至5,650 万元，较上年同期的1,821.39万元同比增长158.04%至210.2%；扣除非经常性损益后的净利润为4,400万元至5,350万元，较上年同期的1,855.73万元同比增长 137.1%至188.3%。 3. 火工品及含能材料业务产能释放 公司火工品及含能材料相关领域业务 ...