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异动盘点1021|比亚迪电子涨超4%,地平线机器人-W涨超6%;爱奇艺美股涨超8%,苹果涨近4%
贝塔投资智库· 2025-10-21 04:00
今日上午港股 点击蓝字,关注我们 1. 中石化油服(01033)涨超12%, 公司持续推进海外战略,上半年新签合同额增超七成。 2. 中国港能(00931)跌超13%, 昨日放量飙涨55%,公司称可能投资的磋商仍在进行中。 3. 比亚迪电子(00285)涨超4%, 公司将成为英伟达新型800VDC,AI服务器架构电源组件供应商。 4. 地平线机器人-W(09660)涨超6%, 星途ET5全球首搭地平线HSD,公司HSD已获多家车企定点。 5. 哔哩哔哩-W(09626)涨超10%, 近期新游表现亮眼,公司商业化价值有望逐步释放。 6. 中国中车(01766)现涨近4%, 本月底将发前三季业绩,动车组新车采招及维保有望持续向上。 7. 云顶新耀(01952)涨超5%, EVM14直击鳞癌治疗临床痛点,实现临床开发进程领跑。 8. 波司登(03998)涨近6%, 10月20日,波司登任命著名英国设计师 Kim Jones 为新创设的 AREAL 高级都 市线创意总监,并推出AREAL高级都市线。 9. 德林控股(01709)跌超11%, 德林控股发布公告,拟折让约11.34%先旧后新配股筹资,用于扩充比特币 挖矿 ...
汽车智能驾驶专题(一):智驾已是“必答题”,低阶配置平权与高阶功能落地共振
Shanxi Securities· 2025-10-21 03:12
汽车零部件 汽车智能驾驶专题(一) 领先大市-A(维持) 汽车零部件板块近一年市场表现 资料来源:最闻 相关报告: (一) 2025.7.25 新】eCall 专题报告 2025.6.11 刘斌 执业登记编码:S0760524030001 邮箱:liubin3@sxzq.com 贾国琛 邮箱:jiaguochen@sxzq.com 智驾已是"必答题",低阶配置平权与高阶功能落地共振 2025 年 10 月 21 日 行业研究/行业深度分析 投资要点: 近年来,智能已经是各家汽车企业的"必答题",无论新能源、燃油车 智能功能渗透率正在快速提升。特别是智驾平权趋势下,行业有望迎来加速 增长。全球智能汽车销量快速增长,中国市场一马当先,2023 年中国智能汽 车渗透率达到 57.1%,预计到 2030 年提升至 99.7%,市场规模超万亿。L2 级智能驾驶解决方案已成为市场主流,2023 年装配量同比增长 37%,未来 L3 及以上高阶智驾渗透率将显著提升,中国市场增速跑超全球市场。2025 年 Q1,比亚迪发布"天神之眼"、吉利发布"千里浩瀚"等智驾方案,全 面推动智驾功能向 10 万及以下级别车型配置,行业有望 ...
港股地平线机器人-W涨超6%
Mei Ri Jing Ji Xin Wen· 2025-10-21 03:03
每经AI快讯,10月21日,港股地平线机器人-W(09660.HK)涨超6%,截至发稿,涨6.05%,报8.76港元, 成交额8.3亿港元。 ...
地平线机器人-W涨超6% 星途ET5全球首搭地平线HSD 公司HSD已获多家车企定点
Zhi Tong Cai Jing· 2025-10-21 02:51
值得一提的是,截至目前,HSD已获得多家车企的10+款车型定点,根据地平线的规划,其HSD方案未 来3-5年目标千万量产。摩根士丹利指出,全球自动驾驶的加速推广正开启一个正向的采用周期,中国 正顺应这一趋势,全球汽车制造商日益与本地化技术合作以加速其自动驾驶策略。 地平线机器人-W(09660)涨超6%,截至发稿,涨6.05%,报8.76港元,成交额8.3亿港元。 消息面上,据地平线机器人官微消息,10月18日-21日,以"创新.智领全球"为主题的2025奇瑞全球创新 大会正式启幕。作为本次大会的亮点之一,全球首发搭载地平线HSD及征程6P的星途ET5迎来辅助驾驶 功能的首次公开体验。据介绍,星途ET5的卓越辅助驾驶体验,源于地平线HSD的软硬协同系统性优 势。其以旗舰级征程6P为基座,通过"一段式端到端+强化学习"的领先技术架构,大幅提升辅助驾驶的 安全性、高效性和舒适性。 ...
港股异动 | 地平线机器人-W(09660)涨超6% 星途ET5全球首搭地平线HSD 公司HSD已获多家车企定点
智通财经网· 2025-10-21 02:48
消息面上,据地平线机器人官微消息,10月18日-21日,以"创新 · 智领全球"为主题的2025奇瑞全球创新 大会正式启幕。作为本次大会的亮点之一,全球首发搭载地平线HSD及征程®6P的星途ET5迎来辅助驾 驶功能的首次公开体验。据介绍,星途ET5的卓越辅助驾驶体验,源于地平线HSD的软硬协同系统性优 势。其以旗舰级征程6P为基座,通过"一段式端到端+强化学习"的领先技术架构,大幅提升辅助驾驶的 安全性、高效性和舒适性。 智通财经APP获悉,地平线机器人-W(09660)涨超6%,截至发稿,涨6.05%,报8.76港元,成交额8.3亿 港元。 值得一提的是,截至目前,HSD已获得多家车企的10+款车型定点,根据地平线的规划,其HSD方案未 来3-5年目标千万量产。摩根士丹利指出,全球自动驾驶的加速推广正开启一个正向的采用周期,中国 正顺应这一趋势,全球汽车制造商日益与本地化技术合作以加速其自动驾驶策略。 ...
东吴证券:市场Q4会重新重视智能化投资机会 首选小鹏汽车-W(09868)等
智通财经网· 2025-10-17 05:38
Core Viewpoint - The report from Dongwu Securities indicates that the market will refocus on investment opportunities in intelligence during Q4, with a preference for Hong Kong stocks over A-shares, software over hardware, and B-end over C-end investments [1] Group 1: Market Trends - Since the AI market began in 2023, each subsequent phase has seen a spread towards intelligence applications, which are viewed as significant applications of AI in the physical world, with expectations for over-performance in the next 3-5 years [1] - The report highlights that Q4 will see continuous catalysts for intelligence, including the release of Tesla's V14 version, Xiaopeng's technology day in October, and the introduction of new autonomous vehicles by various companies [1] Group 2: Comparison of Q4 Trends - The similarities between this year's Q4 and last year's Q4 lie in the diffusion of AI, but the differences are notable: last year's focus was on the resonance between automotive logic and AI logic, while this year emphasizes the evolution of AI logic [2] - The report suggests that all players have improved their capabilities over the past year, particularly the first-tier players moving towards L4 capabilities, indicating stronger industry realization [2] - This year is expected to focus more on software opportunities and breakthroughs in the B-end market, contrasting with last year's emphasis on hardware opportunities and C-end sales [2]
东吴证券:市场Q4会重新重视智能化投资机会 首选小鹏汽车-W等
Zhi Tong Cai Jing· 2025-10-17 05:37
该行认为,今年Q4和去年Q4相同点都在于AI扩散,但不同点在于:1)去年Q4更强调汽车逻辑和AI逻辑 的共振,今年Q4更强调AI逻辑的演绎。背后核心是:智能化经过这1年的发展,所有玩家能力均在上台 阶,尤其是第一梯队玩家开始迈向L4,产业兑现能力在变强。2)去年更强调硬件机会和C端销量带动, 今年或更关注软件机会和B端的突破。 报告中称,自2023年AI行情以来,每一轮AI行情后期市场都会扩散至智能化。因为智能化本质是AI在 物理世界的重要应用,甚至该行认为应该是未来3-5年超预期的应用!从智能体角度看,AI智能车已经达 到了L4级能力(以Robotaxi/van为例)。2)Q4智能化催化剂不断!特斯拉V14版本发布加速Robotaxi对外运营 能力、小鹏10月科技日或发布2026年Robotaxi量产计划更多细节、小马Q4计划新增投放第七代无人车约 500台且四季度有望毛利转正、文远继续加速出海进度、地平线HSD于11月正式上市等等。2026年该行 预计核心玩家均加速入局L4,是Robotaxi大年。 东吴证券发布研报称,市场Q4会重新重视智能化的投资机会。该行认为:港股>A股且软件>硬件且B端 >C端,A ...
港股科技股集体走弱,恒生科技指数跌超2%
Xin Lang Cai Jing· 2025-10-17 02:44
Core Viewpoint - The Hong Kong stock market experienced a significant decline in technology stocks, with the Hang Seng Technology Index dropping over 2% [1] Group 1: Market Performance - BYD Electronics fell by over 5%, while other notable declines included ASMPT, JD Health, SMIC, SenseTime-W, Kingdee International, Baidu, which all dropped over 3% [1] - Other companies such as Sunny Optical, Kingsoft, Huahong Semiconductor, Alibaba Health, Tencent Music, Alibaba, and Meituan saw declines exceeding 2% [1] Group 2: Stock Performance Data - BYD Electronics: -5.50% YTD change, market cap of 87.469 billion [2] - Horizon Robotics-W: -4.57% YTD change, market cap of 122.49 billion [2] - ASMPT: -3.74% YTD change, market cap of 26.6656 billion [2] - JD Health: -3.66% YTD change, market cap of 198.171 billion [2] - SMIC: -3.59% YTD change, market cap of 570.005 billion [2] - SenseTime-W: -3.21% YTD change, market cap of 93.204 billion [2] - Kingdee International: -3.46% YTD change, market cap of 52.461 billion [2] - Sunny Optical: -2.74% YTD change, market cap of 85.559 billion [2] - Kingsoft: -2.71% YTD change, market cap of 45.206 billion [2] - Huahong Semiconductor: -2.27% YTD change, market cap of 138.142 billion [2] - Alibaba Health: -2.27% YTD change, market cap of 97.232 billion [2] - Tencent Music-SW: -2.25% YTD change, market cap of 269.509 billion [2] - Alibaba-W: -2.23% YTD change, market cap of 3,010 billion [2] - Meituan-W: -2.23% YTD change, market cap of 590.049 billion [2]
研判2025!中国SOC芯片行业相关概述、产业链、市场规模、竞争格局和发展趋势分析:数字化转型浪潮下,SOC芯片行业市场规模增长至3412亿元[图]
Chan Ye Xin Xi Wang· 2025-10-17 01:09
Core Insights - The SOC (System on Chip) industry is experiencing significant growth due to its high integration, low power consumption, and enhanced performance, with the market size in China projected to increase from 221 billion yuan in 2020 to 341.2 billion yuan by 2024, representing a compound annual growth rate (CAGR) of 11.5% [1][9]. SOC Chip Industry Overview - SOC chips integrate all components required for an electronic system into a single chip, including CPU, GPU, memory, and power management units, allowing for a complete microcomputer system [3]. - The applications of SOC chips span across various sectors, including consumer electronics, automotive electronics, IoT, and AI [3]. SOC Chip Industry Chain - The SOC chip industry chain consists of three segments: upstream (chip IP cores, EDA software, semiconductor materials), midstream (chip design, wafer manufacturing, packaging), and downstream (applications in consumer electronics, automotive electronics, IoT, and AI) [5]. SOC Chip Industry Competitive Landscape - The global SOC chip market is highly competitive, with major players like Tesla, NVIDIA, and Qualcomm leading in technology and market share. Domestic companies such as Unisoc, Horizon Robotics, and Huawei HiSilicon are also emerging as significant competitors [9]. SOC Chip Industry Development Trends - Continuous technological innovation is expected to enhance SOC chip performance, with increased R&D investments aimed at achieving higher computing power and lower power consumption [11]. - The trend of domestic substitution is strengthening, with local manufacturers gradually replacing foreign companies in the market, particularly in the smart cockpit SOC chip sector [12]. - The industry has substantial growth potential driven by global digital transformation, 5G proliferation, AI applications, and the rise of IoT devices [14].
地平线机器人-W授出相当于1109.94万股相关B类普通股的奖励
Zhi Tong Cai Jing· 2025-10-15 12:40
地平线机器人-W(09660)发布公告,于2025年10月15日,公司已根据首次公开发售后股份激励计划的条 款向133名承授人授出相当于1109.94万股相关B类普通股的奖励,待承授人接纳后方可作实。 ...