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对话理想星环OS架构负责人黄震:自研不是我们的口号
雷峰网· 2025-10-27 10:35
" 理想如何从0到1开启操作系统的自研工作?在这个过程中,又 是如何贯彻、执行理想的「目标聚焦」、「高执行力」等方法论? " 作者丨 李雨晨 编辑丨 林觉民 作为2021年全面启动自研的组织部分,理想汽车操作系统(以下称星环OS)的起步并不算早。从内部架 构看,星环OS归属于CTO谢炎管理。谢炎上任之后的第一件事是扩充星环OS的研发团队,2023年时部门 规模将近200人。 理想汽车在2024年首次实现自研操作系统星环OS上车。截至2024年底,星环OS已完成八次迭代,在理 想L9 Max车型上实现200万行代码的量产验证。 今年三月,星环OS扩展了芯片适配框架。数据显示,新芯片适配周期从行业平均180天缩短至28天,适 配成本降低75%,覆盖英飞凌TriCore、瑞萨RH850主流芯片大厂,也包括地平线、芯驰的ARM架构,以 及被广泛关注的开源RISC-V芯片架构。 李想的态度显而易见的满意。他曾对外表示:"那真的是做得好,明显的好,如果你做得不好的东西出去 开源不就丢人吗?" 9月16日,理想汽车在北京研发总部,与长城汽车、英飞凌、中科创达、德赛西威等共16家生态伙伴与理 想共同签署《星环OS社区章程》。 ...
北水动向|北水成交净买入28.73亿 北水再度抢筹芯片股 全天抛售阿里超19亿港元
Zhi Tong Cai Jing· 2025-10-27 10:10
| 美团-W HK 03690 | 5.441Z | 4.76亿 +6843.50万 | 10.20亿 | | --- | --- | --- | --- | | 泡泡玛特 | 4.65亿 | 4.67亿 | 9.32 亿 | | HK 09992 | | | -172.93万 | | 中兴通讯 | 5.66亿 | 2.46亿 | 8.12亿 | | HK 00763 | | | +3.20 亿 | | 理想汽车-W | 1.86亿 | 5.38亿 | 7.241Z | | HK 02015 | | | -3.52 Z | | 地平线机 ... | 4.03亿 | 2.27 亿 | 6.31亿 | | HK 09660 | | | +1.76 乙 | 智通财经APP获悉,10月27日港股市场,北水成交净买入28.73亿港元,其中港股通(沪)成交净买入16.46亿港元,港股通(深) 成交净买入12.27亿港元。 北水净买入最多的个股是中芯国际(00981)、腾讯(00700)、华虹半导体(01347)。北水净卖出最多的个股是阿里巴巴- W(09988)、理想汽车-W(02015)、小米集团-W(01810)。 ...
南向资金 | 中芯国际获净买入11.43亿港元
Di Yi Cai Jing· 2025-10-27 09:59
南向资金今日净买入28.73亿港元。其中中芯国际、腾讯控股、华虹半导体净买入额位列前三,分别获 净买入11.43亿港元、10.3亿港元、9.86亿港元。净卖出方面,阿里巴巴-W、理想汽车-W、小米集团-W 分别遭净卖出19.85亿港元、8.13亿港元、1.17亿港元。 ...
港股收盘(10.27) | 恒指收涨1.05% 科网、芯片股等走高 百度集团-SW(09888)涨超6%
智通财经网· 2025-10-27 09:07
Market Overview - The market sentiment was boosted by progress in US-China trade talks, leading to a rise in Hong Kong's three major indices, with the Hang Seng Index increasing by 1.05% to 26,433.7 points and a total trading volume of HKD 267.08 billion [1] - According to China Merchants Securities, the recent adjustments in the Hong Kong market were seen as excessive, and the easing of the trade war along with incremental policy releases are expected to support a rebound in the market [1] Blue-Chip Stocks Performance - WuXi AppTec (02359) saw a significant increase of 4.07%, closing at HKD 115, contributing 3.09 points to the Hang Seng Index, with a revenue of RMB 32.86 billion for the first three quarters of 2025, up 18.6% year-on-year, and a net profit of RMB 12.076 billion, up 84.84% [2] - Other notable blue-chip stocks included Baidu Group-SW (09888) rising by 6.2% to HKD 125.1, and Semiconductor Manufacturing International Corporation (00981) increasing by 3.5% to HKD 82.8 [2] Sector Highlights - Large technology stocks experienced gains, with Baidu up over 6%, Alibaba up over 3%, and Tencent up 2.9%, driven by preliminary agreements on tariffs between the US and China [3] - The cryptocurrency market surged, with Bitcoin surpassing USD 115,000, and related stocks performing well, such as New Fire Technology Holdings (01611) up 17.81% [3] - Semiconductor stocks also saw a rise, with InnoCare Pharma (02577) increasing by 12.73% and Huahong Semiconductor (01347) up 4.98% [4] Nuclear Power Sector - The nuclear power sector showed strong performance, with Harbin Electric (01133) rising by 11.44% and China National Nuclear Power (02302) up 10.53%, supported by government initiatives for future industry development [6] Copper Industry Insights - The copper sector experienced a general increase, with China Daye Non-Ferrous Metals (00661) rising by 11.11%, driven by improved downstream purchasing and concerns over future supply tightness [7] Notable Stock Movements - Huaxin Cement (06655) rose by 10.23% after reporting a revenue of RMB 25.033 billion for the first three quarters of 2025, a 1.27% increase year-on-year [8] - Baidu Group-SW (09888) was highlighted for its transition towards AI, with a valuation shift expected as it integrates AI technology into its core business [9] - Guangqi Group (02238) reported a revenue decline of 10.49% year-on-year, resulting in a net loss of approximately RMB 4.312 billion for the first three quarters of 2025 [11]
【深度分析】2025年9月份全国新能源市场深度分析报告
乘联分会· 2025-10-27 08:42
点 击 蓝 字 关 注 我 们 本文为中国汽车流通协会乘用车市场信息联席分会发布的权威深度市场分析报告,涵盖了: 豪华品牌 奔驰、宝马、奥迪 凯迪拉克、捷豹、路虎、沃尔沃、英菲尼迪、讴歌 特斯拉、尊界 价格: 以起步市场指导价划分 分为10万以下、10-20万、20-30万、30-40万、40万以上五档 》整体总市场 2025年9月 整体总市场产销情况 一、整体总市场 二、 细分总市场 三、 出口市场 四、 厂商表现 五、 车型大类细分市场 六、 品牌定位细分市场 七、 国别定位细分市场 八、 价格定位细分市场 目录 Contents 说明: 总市场 (轿车、MPV、SUV):ICE+BEV+PHEV 新能源市场(轿车、MPV、SUV): BEV+PHEV 出口:整车+CKD NEV: 新能源 BEV: 纯电动 PHEV: 插电混动 ICE:燃油车 NEV= BEV (含FCV) +PHEV (含EREV) 产销数据来源 中国汽车流通协会乘用车市场信息联席分会月报表(零售表,狭义汇总) -终稿 未计入份额低于2%的细分市场 | 单位:销 | 类别 | 产量 | 批发 | HO | 零售 | | --- | - ...
上海一理想MEGA行驶中起火!车企称人员安全离车,正调查
Nan Fang Du Shi Bao· 2025-10-27 08:35
(文章来源:南方都市报) 10月27日,理想汽车相关负责人向南都记者表示,"驾驶员和全体乘客全部安全离车,厂家已安排专人 前往现场处理,目前消防部门也已介入,我们会积极配合消防部门的调查,并依据调查结果开展后续工 作。" 近日,上海徐汇区一辆理想MEGA在行驶途中突然起火,且车辆并未发生碰撞,该事件随后引发关注。 10月27日,理想汽车相关负责人告诉南都N视频记者,"驾驶员和全体乘客全部安全离车,厂家已安排 专人前往现场处理,目前消防部门也已介入,我们会积极配合消防部门的调查,并依据调查结果开展后 续工作。" 网友发布的现场视频显示,这辆理想MEGA在行驶过程中,车辆底部突然冒出火苗,且车辆起火前并没 有发生碰撞,随后车辆燃起大火,车上两人先后逃出。大火扑灭后,该辆车已经被烧成空架。 ...
Tesla Rival Xpeng To Enter 3 New European Countries, Targets Cambodia Amid Global Expansion - XPeng (NYSE:XPEV)
Benzinga· 2025-10-27 06:56
Xpeng Inc. (NYSE:XPEV) has announced it will expand into new markets in Europe as well as Asia, as the Tesla Inc. (NASDAQ:TSLA) rival joins several Chinese automakers looking to bolster global footprints.Check out the current price of XPEV here.Xpeng To Expand Into Estonia, Lithuania And LatviaAnnouncing the expansion into Europe via a post on the Chinese X counterpart Weibo, the company said it was entering three new countries in the European market: Estonia, Lithuania and Latvia, as well as Cambodia in th ...
热门中概股在美股夜盘走高,阿里巴巴和百度均涨3%,理想汽车、小鹏汽车涨超2%。
Mei Ri Jing Ji Xin Wen· 2025-10-27 00:55
每经AI快讯,10月27日,热门中概股在美股夜盘走高,阿里巴巴和百度均涨3%,理想汽车、小鹏汽车 涨超2%。 ...
热门中概股在美股夜盘走高,阿里巴巴和百度均涨3%,理想汽车、小鹏汽车涨超2%
Mei Ri Jing Ji Xin Wen· 2025-10-27 00:48
(文章来源:每日经济新闻) 每经AI快讯,10月27日,热门中概股在美股夜盘走高,阿里巴巴和百度均涨3%,理想汽车、小鹏汽车 涨超2%。 ...
智通港股沽空统计|10月27日
智通财经网· 2025-10-27 00:26
Core Insights - The highest short-selling ratios were observed for China Resources Beer (80291) and JD Health (86618), both at 100%, followed by JD Group (89618) at 93.32% [1][2] - The top three companies by short-selling amount were Xiaomi Group (01810) at 2.156 billion, Alibaba (09988) at 2.038 billion, and Tencent Holdings (00700) at 1.552 billion [1][3] - JD Group (89618) had the highest deviation value at 43.55%, indicating significant short-selling activity compared to its historical average [1][2] Short-Selling Ratios - China Resources Beer (80291) and JD Health (86618) both recorded a short-selling ratio of 100% [2] - JD Group (89618) had a short-selling ratio of 93.32% [2] - Other notable companies included Anta Sports (82020) at 87.40% and BYD Company (81211) at 81.07% [2] Short-Selling Amounts - Xiaomi Group (01810) led with a short-selling amount of 2.156 billion, followed by Alibaba (09988) at 2.038 billion and Tencent Holdings (00700) at 1.552 billion [3] - Other significant amounts included Meituan (03690) at 1.461 billion and SMIC (00981) at 1.335 billion [3] Deviation Values - JD Group (89618) had the highest deviation value at 43.55%, indicating a significant difference from its average short-selling ratio [2][3] - Other companies with notable deviation values included SenseTime (80020) at 31.62% and China Resources Beer (80291) at 31.60% [2][3]