在欧洲战略的推进过程中，卓驭科技将优先深化与欧洲头部车企的合作关系，重点对接欧洲整车制造商 （OEM）以及中国车企出海对高性价比智能驾驶解决方案的需求。公司计划分阶段部署可扩展的高级驾驶辅助 系统（ADAS）及自动驾驶解决方案，覆盖从 L2 级辅助驾驶到 L3/L4 级自动驾驶的多个层级，并着重构建冗余 安全架构，确保技术体系符合欧盟法规要求，为欧洲市场提供安全、可靠、先进的智能驾驶技术。 与此同时，卓驭科技还将面向欧洲市场推出智能座舱解决方案、多模态交互平台及新一代感知模块（如激光雷 达 - 摄像头融合系统），进一步完善产品矩阵，满足欧洲市场对智能汽车的多元化需求。预计明年内，卓驭在 欧洲布局的测试车辆、测试场景将覆盖德国全境，未来还将持续在欧洲加大力度投入算力及基础设施建设，为 欧洲市场的长期发展奠定坚实基础。 9月8日，卓驭科技（ZYT）在德国慕尼黑国际汽车及智慧出行博览会（IAA Mobility 2025）上开启欧洲首秀之 旅，并正式向全球发布其欧洲战略，开启欧洲市场新征程。 欧洲，作为汽车工业的发源地与创新高地，是卓驭科技全球化布局的关键市场。卓驭科技以德国为战略支点， 选择在汽车工业重镇不伦瑞克 ...

9月8日，丘钛科技发布公告称，报告期内，摄像头模组销售合计4707.9万件，环比增长18.4%，同比增长44.3%。其中，手机摄 像头模组销售4446.7万件，环比增长17.5%，同比增长40.2%；其他领域摄像头模组销售261.2万件，环比增长36.5%，同比增长 180.8%。 | | 2025年8月 | 環比變化 | 同比變化 | | --- | --- | --- | --- | | 產品類別 | (千件) | (%) | (%) | | 手機攝像頭模組 | 44.467 | 17.5 | 40.2 | | -其中3.200萬像素以下攝像頭模組 | 23.999 | 35.5 | 56.3 | | -其中3.200萬像素及以上攝像頭模組 | 20.468 | 1.7 | 25.2 | | 其他領域攝像頭模組 | 2.612 | 36.5 | 180.8 | | 攝像頭模組銷售數量合計 | 47.079 | 18.4 | 44.3 | | 電容式指紋識別模組 | 5.976 | 51.3 | -2.2 | | 屏下指紋識別模組 | 9.409 | 10.1 | -0.2 | | 超聲波指紋識別模組 | ...

Core Insights - The company reported a significant increase in production and sales for August, particularly in the large vehicle segment, while facing declines in light and logistics vehicle sales [1][2]. Production Data - In August, the company produced 1,035 vehicles, representing a year-on-year increase of 66.67% [1]. - The production of large vehicles reached 568 units, up 63.22% year-on-year, contributing significantly to overall production growth [1]. - Medium vehicle production was 361 units, showing a year-on-year increase of 67.91% [1]. - Light and logistics vehicle production totaled 106 units, marking an 82.76% increase year-on-year [1]. - Cumulatively, from January to August, the company produced 8,172 vehicles, a slight increase of 0.81% compared to 8,106 vehicles in the same period last year [2]. Sales Data - In August, the company sold 1,052 vehicles, reflecting a year-on-year growth of 10.5% [2]. - Large vehicle sales were 666 units, a substantial increase of 61.26% year-on-year [2]. - Medium vehicle sales decreased to 311 units, down 22.25% year-on-year [2]. - Light and logistics vehicle sales fell to 75 units, a decline of 46.04% year-on-year [2]. - Cumulatively, from January to August, the company sold 7,904 vehicles, which is a 2.21% increase from 7,733 vehicles in the same period last year [2].

Core Viewpoint - The company has developed a series of distributed photovoltaic products and solutions, as well as an intelligent monitoring system, to meet diverse customer needs in the energy sector [2][3] Group 1: Product Development - The company has completed the construction of a 1.5GWh lithium iron phosphate energy storage PACK production line and has begun mass production verification [2] - The company has developed energy storage integrated machines, including air-cooled and liquid-cooled products, which have been delivered and are operational in multiple provinces [2] - The company offers products such as photovoltaic component monitoring units and photovoltaic array monitors, based on its self-developed SSC1646 photovoltaic monitoring chip, providing safety protection and digital operation management for photovoltaic power stations [3] Group 2: Business Focus - The company operates mainly in three sectors: energy internet, integrated circuits (chips), and intelligent technology applications, with a focus on smart manufacturing and a complete industrial chain layout [2] - The company is actively involved in the standard formulation for distributed power access units and has won bids for photovoltaic projects in several provinces [2] Group 3: Financial Performance - In the first half of the year, the company achieved operating revenue of 504 million yuan, a year-on-year decrease of 9.46% [3] - The net profit attributable to ordinary shareholders of the listed company was 13.52 million yuan, down 76.36% year-on-year [3] - The net profit after deducting non-recurring gains and losses was 5.38 million yuan, a decline of 88.38% year-on-year [3]

Market Overview - A-shares experienced a collective pullback, with the Shanghai Composite Index down 0.51% to 3807.29 points, the Shenzhen Component down 1.23% to 12510.60 points, and the ChiNext Index down 2.23% to 2867.97 points [1] - The trading volume in the Shanghai and Shenzhen markets reached 211.85 billion, a decrease of 30.02 billion from the previous day [1] Semiconductor Sector - The semiconductor sector showed poor performance, with only 8 out of 117 selected companies seeing an increase in market value, while 118 companies experienced declines [1] - Leading gainers included Xiaocheng Technology and Siwei Tuxin, while major losers included SMIC and Xuanji Information [1] Energy Storage Market - The energy storage market in China is experiencing strong demand, driven by increased penetration of renewable energy and declining costs of storage systems [1] - Key factors contributing to this growth include new policies in various provinces that enhance the profitability of storage projects and a widening price gap between peak and valley electricity [1] - Regions like Shandong are noted for their high marketization, while areas like Inner Mongolia face significant power restrictions, indicating potential for increased storage capacity [1] - Internationally, demand for energy storage is also strong in Europe, Australia, Latin America, and Southeast Asia [1] Company News - Yuhuan CNC aims for a revenue growth rate of no less than 30% in 2025, 60% in 2026, and 100% in 2027 based on its 2024 revenue [3] - OFILM announced a restructuring plan to acquire a 28.2461% stake in OFILM Microelectronics through a share issuance, aimed at optimizing asset structure and enhancing core competitiveness [3] - Changchuan Technology plans to acquire stakes in two companies for a total of 11.907 million, using its own funds and bank loans to enhance its competitive position [3] Other Company Developments - Hesai Technology secured a global exclusive order for lidar from Motional for the all-electric IONIQ 5 Robotaxi, continuing its supply of lidar technology [4] - Xiaomi's executive Wang Teng responded to rumors regarding his dismissal, denying allegations of corporate espionage [4] - Li Auto is collaborating with Broadcom to develop its own AI chip, aiming to reduce reliance on Nvidia [4] Semiconductor Index - The Jimi Semiconductor Industry Index closed at 5307.01 points, down 232.96 points, reflecting a decline of 4.21% [7] - The index is designed to reflect the performance of semiconductor companies in the A-share market and includes 30 selected companies from a sample of 118 [6]

财报显示，今年第二季度，禾赛科技实现营收7.06亿元，同比增53.9%；净利为4410万元，同比实现扭亏为盈。 （校对/黄仁贵） 9月6日，禾赛科技宣布启动其全球发行公司17,000,000股B类普通股，其中包括从9月8日开始在香港公开发行1,700,000股B类普通股，香 港时间2025年（「香港公开招股」）及即日起首次国际发售15,300,000股B类普通股（「国际发售」），以及其B类普通股在香港联交所 主板双重主要上市，股份代号为「2525」。此次IPO的发行价定为每股228港元，预计募资总额为38.76亿港元，招股日期为2025年9月8日 至2025年9月11日。 据悉，禾赛科技预计于9月16日正式在港交所挂牌交易。联席保荐人为中金公司、国泰君安国际及招商国际。此外，禾赛科技的基石投 资者有六位，包括高瓴资本旗下HHLR Advisors、泰康人寿、WT Asset Management、Grab、宏达集团及Commando Global Fund，一共认 购金额约1.48亿美元（约11.54亿港元）。 第三方机构数据显示，截至9月8日18:30，禾赛科技港股IPO发售首日申购额达102亿港元，而禾赛 ...

9月9日，环旭电子发布8月营业收入简报称，2025年8月合并营业收入5.57亿元，同比增加5.2%，环比增加13.16%。 资料显示，环旭电子是一家全球领先的电子制造服务（EMS）提供商，专注于为全球客户提供高质量的电子产品制造服务。公 司业务涵盖消费电子、通信电子、汽车电子等多个领域，与众多国际知名企业建立了长期稳定的合作关系。 此外，环旭电子在SiP模组设计与制程工艺方面不断精进。在单面塑封方面，可以做到全面塑封或选择性塑封，可根据客户需求 开发芯片埋入、金线/晶圆键合封装等制程；在双面塑封方面，已引入插入式互联，后续会开发3D结构以及软硬板结合，进一步 缩小产品尺寸；环旭电子将引入晶圆制造前段制程，包括晶圆减薄、晶圆划片，结合当前SiP制程，实现Wafer-In-Module-Out。 （校对/黄仁贵） 环旭电子1月至8月合并营业收入为376.82亿元，同比减少0.98%。 ...

发布会上，朱江明还分享了零跑全球化成果：借助Stellantis集团成熟的资源体系，零跑迅速完成全球超30个国家和地区 业务布局，销售和服务网点突破1700家；2025年1-8月，零跑全球累计交付量超过32万台，海外市场累计交付超3万台， 均位居中国新势力品牌榜首，并跻身德国、法国、意大利、西班牙等核心市场前列。 此外，零跑B系列首款全球化车型B10，于海外市场上市并同步开启欧洲交付。自今年4月在中国市场上市以来，B10累计 交付已超5万台，展现出强劲的市场号召力与用户认可度。今年10月，B10将在法国开启全球媒体测试，并计划于2025年 内登陆欧洲、中东、非洲、亚太、南美等超20个国家与地区。 9月8日，零跑汽车在2025慕尼黑国际车展举办发布会。零跑汽车创始人兼CEO朱江明表示，预计零跑汽车2026年全球年 销量突破100万辆，到2035年前后将保持每年400万辆的销售规模，其中超过六成份额将来自中国以外的国际市场。 （校对/黄仁贵） 资料显示，上半年，零跑汽车实现营收242.5亿元，较2024年同期的88.5亿元增加174%；实现净利润0.3亿元，去年同期 净亏损22.1亿元，扭亏为盈。 ...

Core Insights - In the first half of the year, the company achieved a revenue of 4.025 billion yuan, a year-on-year increase of 2%, and a net profit of 85.81 million yuan, a significant increase of 306% compared to the same period last year [2] - The company’s commercial vehicle business focused on four categories: civilian vehicles, official vehicles, off-road vehicles, and smart driving, showing steady progress and highlights in niche markets [2] - The company’s joint venture in new energy has diversified its vehicle offerings, with plans to increase market participation from 30% to 60% [3] Financial Performance - The company’s net profit attributable to shareholders improved significantly to 39.42 million yuan during the reporting period [2] - The commercial vehicle business generated revenue of 313 million yuan, slightly down from the previous year [2] Market Expansion - The company has established partnerships with major enterprises such as Huolala, SF Express, and Meituan, and is in discussions with Didi and Chebaijun [3] - In the overseas market, the company has accumulated 33 sales channels covering 39 countries and regions, with new channels established in Peru and promotional efforts in Australia and the Philippines [3] Future Strategies - In the second half of the year, the company plans to leverage its advantages in chassis, lightweight electric drive, and energy-saving hybrid systems to enhance product value [4] - The company aims to expand its market share among top domestic brands and accelerate the application of new products and processes [4] - The company will focus on promoting new products such as the medium-capacity Golden Small Card and Golden Warehouse to increase market share [4]

Core Viewpoint - Yuhuan CNC has set ambitious revenue growth targets for its subsidiary, Southern Machine Tool, aiming for a minimum of 30% growth in 2025, 60% in 2026, and 100% in 2027 based on 2024 revenue figures [2] Group 1: Company Performance - In the first half of the year, Yuhuan CNC achieved a revenue of 224 million yuan, representing an 11.74% increase compared to the same period last year [2] - The net profit attributable to the parent company was 2.6488 million yuan, showing a decline compared to the previous year [2] Group 2: Strategic Investments - Yuhuan CNC acquired a 33.33% stake in Southern Machine Tool for 10 million yuan, making it the largest shareholder after the completion of the transaction [2] - Southern Machine Tool's products are utilized in various sectors, including automotive parts, aerospace, and robotics, with plans for increased market share through enhanced technology investment and market development efforts [2]