文章称，鸿蒙智行在41个月内实现90万累计交付，创新势力品牌达成纪录。同时，90万辆交付里程碑的达成，展现出鸿蒙智行强大的体系化交付能力和市场 认可度。 目前，鸿蒙智行已形成"五界十车"的产品矩阵，覆盖多元用户需求。 此外，8月25日，在智界及问界秋季新品发布会上，华为常务董事、终端BG董事长余承东透露，鸿蒙智行的累计交付量预计在10月份将会过百万辆。 （校对/黄仁贵） g t 200 9月1日，鸿蒙智行发文称，8月交付新车44579辆，累计交付突破90万辆；8月成交均价38万，稳居榜首。 ...

Core Viewpoint - Wuling Silver Label reported a total sales volume of 56,496 units in August, indicating a strong performance in the electric vehicle market [2] Brand Performance - The Hongguang MINI EV family achieved sales of 37,828 units in August, representing a year-on-year growth of 42.7%, with cumulative sales exceeding 1.7 million units [2] - The Wuling Bingguo family recorded sales of 13,724 units in August [2] - The Wuling Ligong family sold 30,918 units in August, while the Wuling Xingguang family has cumulative sales of 147,837 units [2] New Product Launches - The Wuling Xingguang S 2025 model has officially launched [2] - On August 29, the Bingguo S and Xingguang 730 were showcased at the 2025 Chengdu International Auto Show, with the Bingguo S now available for pre-sale at a price range of 68,800 to 81,800 yuan for four configurations [2]

Core Viewpoint - The planned divestment by Suzhou Shunwei, controlled by Lei Jun, raises concerns about the future development of Longqi Technology, given its high dependency on Xiaomi and low profit margins in its core business [2][5]. Group 1: Shareholder Actions - Suzhou Shunwei plans to divest up to 19.19 million shares of Longqi Technology, representing 4.09% of the total share capital, with a market value of approximately 881 million yuan based on the closing price of 45.92 yuan per share [2]. - Suzhou Shunwei and Tianjin Jinmi, both controlled by Lei Jun, collectively hold 9.04% of Longqi Technology's shares, indicating their significant influence as major shareholders [2]. Group 2: Business Dependency and Financial Performance - Longqi Technology's revenue heavily relies on its ODM/OEM smartphone business, with sales to Xiaomi accounting for 37.83% of total revenue as of the first half of 2023, down from a peak of 57.66% [3]. - The smartphone business is projected to contribute 77.90% of total revenue in 2024, but it has a low gross margin of only 4.92%, limiting overall profitability [4]. - In the first half of 2025, Longqi Technology reported total revenue of 19.908 billion yuan, a year-on-year decline of 10.65%, while net profit slightly increased by 5.01% to 356 million yuan, indicating a concerning revenue trend [4]. Group 3: Market Concerns and Competitive Landscape - The planned divestment reflects market worries about Longqi Technology's growth prospects, particularly its reliance on low-margin smartphone manufacturing [4][5]. - Compared to competitors like Huaqin Technology, which has diversified into higher-margin sectors such as laptops and automotive electronics, Longqi Technology appears to be lagging in its transformation efforts [4].

Core Insights - Baolong Technology has recently secured a contract for TPMS and software integration package from a US luxury electric vehicle brand, with a projected lifecycle value between €23.7 million and €44.2 million (approximately ¥184 million to ¥344 million) [2] - The TPMS will be produced at Baolong's factory in Germany, with mass production planned for 2026 [2] - The new TPMS utilizes Bluetooth technology (BLE), allowing for bidirectional data transmission between sensors, vehicle systems, and mobile devices, enhancing the intelligence of the sensors [2] Technology and Features - The Bluetooth TPMS can connect and communicate stably with various Bluetooth-enabled devices, reducing hardware costs and system complexity by utilizing existing vehicle Bluetooth receivers [2] - It supports automatic positioning of tire pressure sensors, enabling automatic identification of each sensor's corresponding tire location [2] - The system features over-the-air (OTA) capabilities for remote firmware updates, improving user convenience and system maintainability [2] - In terms of security, the TPMS includes network information security measures to protect data transmission, preventing hacking and data tampering, thus ensuring the safety of vehicles and drivers [2] Strategic Implications - The acquisition of this contract highlights Baolong Technology's competitiveness in the TPMS technology sector and provides strong momentum for the company's future TPMS business development [2]

Core Insights - Deep Blue Automotive reported global vehicle deliveries of 28,235 units in August, representing a year-on-year increase of 40% and a month-on-month increase of 4% [2] - The Deep Blue S05 achieved global sales of 12,184 units in August, marking the third consecutive month of sales exceeding 11,000 units [2] - The 2026 model of Deep Blue L07 was launched on August 13, featuring Huawei's Qian Kun intelligent driving system as standard across all models, positioning it as the only sedan in the 150,000 RMB price range with this feature [2] - The new Deep Blue S07 was unveiled at the Chengdu Auto Show on August 29, equipped with Qualcomm's fourth-generation digital cockpit platform Snapdragon 8295P and standard Huawei Qian Kun intelligent driving ADS SE across all models [2] - The Deep Blue S07 is a mid-size SUV with a fuel consumption rate of 3.8L/100km [2]

Core Insights - Despite new tariff measures from the United States, South Korea's exports in August increased by 1.3% year-on-year, reaching $58.4 billion, marking three consecutive months of growth [1] Export Performance - The growth in exports was primarily driven by three key sectors: semiconductors, automobiles, and ships [1] - Semiconductor exports amounted to $15.1 billion, showing a significant year-on-year increase of 27.1%, setting a new historical high [1] - Automobile exports reached $5.5 billion, reflecting an 8.6% year-on-year increase, achieving the highest record for the same month in history and maintaining growth for three consecutive months [1] - Ship exports grew by 11.8% year-on-year, totaling $3.14 billion, and have seen an increase for six consecutive months [1]

Core Viewpoint - Chongqing's Fifth Intermediate People's Court has disclosed that Chaojiedian Innovation Technology (Shenzhen) Co., Ltd. has applied for bankruptcy review of Xuantongwei (Chongqing) Electronic Technology Co., Ltd. with the case number (2025) Yu 05 Po Shen 571 [1] Company Overview - Xuantongwei (Chongqing) Electronic Technology Co., Ltd. was established in 2019 with a registered capital of 50 million RMB and is involved in various sectors including artificial intelligence application software development, integrated circuit chip design and services, navigation terminal manufacturing, mobile communication equipment manufacturing, optical communication equipment manufacturing, internet equipment manufacturing, IoT device manufacturing, and terminal testing equipment manufacturing [1] - Shenzhen Xuantongwei Technology Co., Ltd. holds a 66.376% stake in Xuantongwei (Chongqing) Electronic Technology Co., Ltd. [1] Financing History - Shenzhen Xuantongwei Technology Co., Ltd. completed three rounds of financing (A, B, and C rounds) in April 2019, December 2019, and January 2020, with investors including Beichen Capital, Changzhou Ruitai Jiuhao Venture Capital Center (Limited Partnership), and Shenzhen Futian New Trend Industry Aggregation Equity Investment Fund Partnership (Limited Partnership) [1]

Core Viewpoint - Jiewa Microelectronics Co., Ltd. plans to acquire a 66.2484% stake in New Port Coast from 16 shareholders for a total price of 417.9656 million yuan, with the aim of enhancing strategic collaboration in product development, technology innovation, market expansion, and supply chain synergy [1][2] Group 1 - Jiewa will acquire 20% of New Port Coast for 126.1818 million yuan, while its partners will acquire 38.3233% and 7.9251% for 241.7838 million yuan and 50 million yuan respectively [1] - After the transaction, Jiewa will hold a total of 35.3677% of New Port Coast's equity and will appoint one director to the board [1] - The transaction will result in New Port Coast having no actual controlling shareholder, thus it will not be included in Jiewa's consolidated financial statements [1] Group 2 - The investment in New Port Coast aligns with Jiewa's development strategy and aims to significantly enhance core competitiveness through strategic synergies [2]

Group 1 - Samsung SDI has established a new electrode research department named the Electrode Center, which is part of its mid-to-large battery business segment [1] - The company is considering applying dry electrode technology to all-solid-state batteries [1] - Earlier this year, Samsung SDI upgraded its battery factory in Göd, Hungary, investing approximately 100 billion KRW in the renovation [1] Group 2 - In June, Samsung SDI began dismantling three outdated production lines (lines 2 to 4) that were previously used for producing fifth-generation (P5) or lower-spec batteries [1] - The company is simultaneously upgrading the electrode process rolling equipment on line 7 [1] - The first factory has long utilized a winding process for battery production, which is transitioning to a stacking process to optimize internal space utilization and enhance energy density [1] Group 3 - Since 2018, Samsung SDI has accelerated the transition from winding to stacking processes, which improves the energy density of square batteries [1] - The equipment required for the stacking process is exclusively supplied by Philenergy [1]

Core Viewpoint - Dongtu Technology (300353) announced the establishment of Beijing Dongtu Semiconductor Technology Co., Ltd. in collaboration with Beijing Litu Technology Co., Ltd. and Beijing Daoxin Zhihuo Information Consulting Center (Limited Partnership) to enhance its semiconductor equipment market capabilities [1] Group 1 - The registered capital of Beijing Dongtu Semiconductor Technology Co., Ltd. is 10 million yuan, with Dongtu Technology contributing 7.5 million yuan for a 70% stake [1] - Daoxin Zhihuo will contribute 2.5 million yuan, holding a 25% stake as an employee stock ownership platform for Dongtu Semiconductor [1] - The establishment aims to stimulate the core team's motivation, improve market expansion efficiency in semiconductor equipment, and accelerate the iteration and upgrade of core technologies [1] Group 2 - The initiative is expected to expand the scale of commercial delivery and lay a foundation for the company's emerging business growth [1]