轻型客车则呈现同比下滑态势。11月产量261辆，累计产量1342辆，同比下降13.42%；11月销量70辆，累计销量1166辆，同比下降22.68%。 12月8日，安凯客车发布11月份产销情况自愿性信息披露公告。11月汽车产量为869辆，本年累计产量达7862辆，较去年同期增长64.37%；11 月销量为517辆，本年累计销量7570辆，同比增幅57.71%，整体产销态势稳健向好。 | | | | | 早1V: 物 | | | --- | --- | --- | --- | --- | --- | | 品 目 | 2025 年 11 月 | | 本年累计 | 累计数量较去年同期 增减比率 | | | 产量 | | 869 | 7862 | | 64. 37% | | 其中:大型客车 | | 149 | 3875 | 191. 35% | | | 中型客车 | | 459 | 2645 | | 38. 99% | | 轻型客车 | | 261 | 1342 | -13.42% | | | 销量 | | 517 | 7570 | | 57.71% | | 其中:大型客车 | | 76 | 3744 | 200. ...

（文/罗叶馨梅）12月8日，汇顶科技（603160.SH）在其官方微博披露，公司为三星首款三折叠手机 Galaxy Z TriFold 提供折叠屏主屏与副屏触控方案及超 窄侧边电容指纹方案，该消息来自公司对外宣示与产业链确认。汇顶称其触控方案具备高负载驱动能力与抗显示噪声干扰能力，能够在 10 英寸级大屏上 维持高信噪比和稳定触控响应。该公司还指出，针对多折形态特别开发了形态切换触控算法以减少误触并兼顾握持多样性。相关报道与公司宣示已被多家 媒体转载并在产业链处获证实。 技术层面上，汇顶本次交付的主屏与副屏触控方案强调两项能力：一是高驱动/高灵敏度的硬件采样架构，用以应对柔性大屏的更高电容负载；二是通过 算法层面的抗显示噪声与形态自适配来提升在折叠缝合区域及不同折叠角度下的触控一致性。公司称这些能力使得在 10 英寸 QXGA 级别的大屏上仍能保 持"高信噪比、强稳定性"的精准触控，这对三折叠形态的用户体验至关重要。产业链人士表示，硬件+算法的双轮驱动是折叠屏触控导入旗舰机的关键门 槛。 汇顶提供的侧边电容指纹模组宽度约为 1.65mm，公司称为"业界领先"级别，便于在纤薄侧框中实现可靠识别。相比传统大面积指 ...

Core Viewpoint - The report indicates that China Kongshe Electronics (002119.SZ) has experienced a significant change in shareholding due to a judicial auction, resulting in a passive reduction of shares held by China Resources Shen Guotou Trust Co., Ltd. from 18,764,272 shares (5.00% of total shares) to zero [1][3]. Group 1 - The number of shares involved in the judicial auction was 18,764,272, which represented 5.00% of the company's total share capital before the auction [3]. - Following the auction, the shareholding of the information disclosing party decreased from 18,764,272 shares to 0 shares, with the holding percentage dropping from 5.00% to 0% [3]. - The shares that were auctioned had previously been frozen, and the auction was conducted publicly on the JD Judicial Auction Network platform [3]. Group 2 - The information disclosing party clarified that this change in shareholding was a passive reduction and not an active disposal of shares [3]. - The disclosing party also stated that, apart from the disclosed matters, there were no other changes in their shareholding in the company as of the report signing date [3]. - The company confirmed that the report was prepared and disclosed in accordance with the Securities Law and relevant disclosure rules, with all necessary documents available for review in the company's securities department [3].

Core Insights - Google announced a special event for Android XR on December 8, focusing on XR-related content, including smart glasses and head-mounted devices, enhanced by the Gemini AI model for interactive demonstrations [1][3] - The event is seen as a critical step from vision to product realization, with potential for mass production and open development kits, which could lower entry costs for manufacturers and developers [3][4] Group 1: Technology and Development - Google aims to integrate AI capabilities into edge devices, reducing reliance on cloud services while enhancing response speed and privacy [3] - The successful deployment of Gemini's lightweight or layered inference capabilities on wearable devices could drive advancements in chips, sensors, low-power neural network engines, and system-level scheduling [3] - The actual implementation of edge AI requires collaboration across software, hardware, and ecosystem components, including developer tools and power management [3] Group 2: Market Impact and Industry Response - AI smart glasses and head-mounted devices are becoming a competitive focus for tech giants, with potential benefits for related A-share companies such as Changying Precision, Hengxuan Technology, GoerTek, Crystal Optoelectronics, and Dongshan Precision [4] - The announcement may boost sentiment and valuation for related concept stocks in the short term, while long-term success will depend on product shipment rates, supply yield, and channel expansion [4] - Key details to watch from the event include hardware partnerships, developer support specifics, and timelines for the first commercial models, which will directly influence investment and inventory strategies in the supply chain [4]

（文/罗叶馨梅）12月8日，晶丰明源（688368.SH）发布公告称，公司董事会近日收到董事、高级管理人员孙顺根的书面辞 职报告。孙顺根因个人原因申请辞去公司董事、副总经理职务，其辞职报告已根据《公司法》及《公司章程》自送达董事 会之日起生效。 公告显示，孙顺根辞任后，仍将继续担任公司核心技术人员，并兼任杭州晶丰明源半导体有限公司执行董事兼总经理、成 都晶丰明源半导体有限公司监事等职务。截至公告披露日，其直接持有公司股份6,275股，并通过海南晶哲瑞创业投资合伙 企业（有限合伙）间接持股。公司指出，其离任后仍将严格遵守减持规则及此前在IPO、并购及股权激励等事项中所作相 关承诺。 晶丰明源表示，孙顺根的辞任不会导致公司董事会人数低于法定最低人数，也不会影响董事会的正常运作。根据公司《董 事、高级管理人员离职管理制度》，孙顺根已完成相关工作交接，确保日常经营与技术管理平稳过渡。董事会对其在任期 间为公司规范运作和稳健发展所作贡献表示感谢。 在职工代表董事方面，公司于2025年12月8日召开职工代表大会，选举李宁为第三届董事会职工代表董事，任期自职工代 表大会选举之日起，至第三届董事会任期届满之日止。公告介绍，李 ...

Group 1 - The core product RK3588 has achieved a significant market share in the robotics sector, collaborating with well-known companies such as Yushutech, Yundongchu Technology, Jizhijia, and Ecovacs, covering various types of robots including humanoid, quadruped, service, industrial inspection, AGV handling, and cleaning robots [1] - The robotics business is a key product line in the company's AIoT strategy, with the SoC primarily acting as the "brain" for robots, responsible for motion control and environmental perception, leading to large-scale deployment across multiple robotic terminals [1] Group 2 - The company is enhancing the decision-making and planning capabilities of robots by leveraging edge computing co-processors, with a focus on high-performance, low-power integrated chip solutions becoming a core competitive point in the industry [3] - The company has established mature solutions in machine vision and audio interaction, providing foundational support for applications such as intelligent visual recognition, target detection, and multimodal interaction [3] - Long-term stable partnerships with several storage manufacturers ensure advantages in supply chain and cost management for robotics and AIoT businesses, laying the groundwork for future large-scale shipments [3]

Group 1 - The core issue involves the tax evasion case of internet car reviewer Chen Zhen, who was found to have evaded personal income tax totaling 1.1867 million yuan from 2021 to 2023 through various deceptive practices [2] - The Beijing Taxation Bureau has imposed a total penalty of 2.4748 million yuan on Chen Zhen, which includes the tax owed, late fees, and fines, all of which have been collected [2] - The tax authority emphasized the importance of lawful tax payment and stated that it will continue to uphold tax security and maintain a fair economic tax order while implementing tax incentives and optimizing tax services [2] Group 2 - Chen Zhen was previously involved in a traffic accident for which he was deemed fully responsible, and he has made multiple public statements regarding the incident [3] - Following the accident, Chen Zhen expressed his commitment to cooperate with authorities and take responsibility for compensation, while also addressing the circumstances surrounding the accident [3] - He acknowledged that distraction was a major factor in the accident and confirmed that he would not purchase the involved luxury vehicle brand again [3]

Core Viewpoint - Zhejiang Shibao announced adjustments to the investment amounts and timelines for two fundraising projects while keeping the total fundraising amount unchanged, pending shareholder approval [2][3]. Group 1: Fundraising and Project Adjustments - The company raised approximately 350 million yuan through a targeted stock issuance, with a net amount of 344.0877 million yuan after deducting issuance costs [2]. - The fundraising is allocated to four major projects: 60,000 sets of automotive intelligent steering system technical transformation project (90 million yuan), automotive intelligent steering system and key components construction project (144.0877 million yuan), intelligent connected vehicle steering control technology R&D center project (50 million yuan), and working capital supplementation (60 million yuan) [2]. - The company plans to increase the funding for the 60,000 sets of automotive intelligent steering system technical transformation project from 90 million yuan to 130 million yuan, while reducing the automotive intelligent steering system and key components construction project from 144.0877 million yuan to 104.0877 million yuan [3]. Group 2: Project Timeline and Rationale - The deadlines for the two projects have been extended from December 31, 2025, to December 31, 2026, to align with customer development rhythms and market demands [3][4]. - The delay is a precautionary measure to create a more stable production platform and reduce fundraising usage risks, particularly for the automotive intelligent steering system and key components construction project, which has not reached 50% of its progress [4]. - The re-evaluation of the project confirmed its necessity and feasibility, aligning with the trends in electric and intelligent vehicle development, and is expected to enhance product lines and customer loyalty without affecting anticipated returns [4].

Core Insights - The company reported a total vehicle production of 85 units in November, a 39.34% increase from 61 units in the same month last year, but a 9.38% decrease in cumulative production for the year compared to the previous year [2][4] - The production of buses reached 79 units in November, up 79.55% from 44 units last year, with a cumulative production of 120 units, an 18.81% increase year-over-year [2][4] - Pickup truck production saw a significant decline, with only 1 unit produced in November, down 80% from 5 units last year, and a cumulative production of 1505 units, down 11.89% from 1708 units [2][4] - Special vehicle production also decreased, with 5 units produced in November, down 58.33% from 12 units last year, maintaining a cumulative production of 153 units [2][4] Sales Performance - Total vehicle sales in November amounted to 207 units, a 71.07% increase from 121 units in the same month last year, but a 30.22% decrease in cumulative sales for the year compared to the previous year [4][5] - Bus sales mirrored production figures, with 79 units sold in November, up 71.74% from 46 units last year, and a cumulative sales figure of 109 units, slightly up from 106 units [4][5] - Pickup truck sales increased significantly to 123 units in November, a 95.24% rise from 63 units last year, but cumulative sales fell to 1294 units, down 34.35% from 1971 units [4][5] - Special vehicle sales decreased to 5 units in November, down 58.33% from 12 units last year, with cumulative sales remaining flat at 153 units [4][5] New Energy Vehicles - The production of new energy buses matched the overall bus production, with 79 units produced in November, a 79.55% increase from 44 units last year, but cumulative production fell to 83 units, down 12.63% from 95 units [2][4] - New energy bus sales also reflected production trends, with 79 units sold in November, a 79.55% increase from 44 units last year, but cumulative sales decreased to 82 units, down 14.58% from 96 units [5] Auto Parts Production - In November, the production of axles totaled 56,890 units, a 49.33% decrease from 112,278 units last year, but cumulative production increased by 29.39% to 1,089,759 units from 842,223 units [3][4] - New energy axles showed strong performance, with 37,902 units produced in November, down 48% from 72,889 units last year, but cumulative production surged by 86.68% to 718,012 units from 384,631 units [3][4] Auto Parts Sales - Axle sales in November reached 56,022 units, a 44.44% decrease from 100,827 units last year, while cumulative sales increased by 40.40% to 1,120,284 units from 797,941 units [5] - New energy axle sales also declined to 33,992 units in November, down 45.15% from 61,976 units last year, but cumulative sales saw a significant increase of 116.66% to 716,220 units from 330,570 units [5]

大型客车11月产量1,756辆，去年同月为1,391辆，同比大幅增长26.24%；本年累计产量17,184辆，去年同期累计16,857辆，累计同比增长1.94%。11月销 量1,696辆，去年同月1,281辆，同比增长32.40%；本年累计销量16,328辆，去年同期累计16,288辆，累计同比增长0.25%。 | | | 12月5日，金龙汽车发布2025年11月份产销数据快报。11月产量为4,911辆，较去年同月的4,669辆增长5.18%；本年累计产量达45,696辆，较去年同期累 计的42,958辆增长6.37%。销量方面，11月客车销售量为5,013辆，较去年同月的5,044辆微降0.61%；本年累计销量为43,996辆，较去年同期累计的42,807 辆增长2.78%。 | 项目名称 | 本月数 | 去年同月 | 当月同比 | 本年累计 | 去年同期 | 累计同比 | | --- | --- | --- | --- | --- | --- | --- | | | | | 増減 | | 累计 | 增减 | | 客车生产量 | 4, 911 | 4, 669 | 5. 18% | 45, 696 | 42 ...