12月8日，鸿蒙智行问界、智界、享界、尊界、尚界在上海共同宣布全面深化战略合作。 华为常务董事、产品投资委员会主任、终端BG董事长余承东，赛力斯集团董事长（创始人）张兴海， 奇瑞汽车股份有限公司董事长尹同跃，北京汽车集团有限公司党委书记、董事长张建勇，江汽集团党委 书记、董事长项兴初，上海汽车集团股份有限公司党委书记、董事长王晓秋，共同见证鸿蒙智行合作的 升级。 此次合作升级将围绕"统一标准、资源共建"的核心理念展开，意味着鸿蒙智行全方位生态联盟的合作再 升级。联盟将重点推进以下五大领域合作： 归一化、平台化解决方案：推动鸿蒙座舱、智能驾驶、云服务等核心技术和部件的标准化，统一质量管 控、统一生态接口，让车辆品质更稳定，助力中国智能汽车标准体系创新。 余承东表示："鸿蒙智行的成长，代表着智能汽车产业从单打独斗的时代走向生态协同。我们将以统一 标准和资源共享为核心，为用户创造确定性的价值体验。" 此次战略深化将树立智能汽车产业新标杆，通过联盟化运作实现规模效应，降低用户使用成本，提升服 务品质，推动整个行业向更高水平发展。 12月8日， 上海，（从左至右，按照合作顺序排列）赛力斯集团董事长张兴海，奇瑞汽车股份有 ...

自2019年与华为合作以来，双方在技术落地和组织变革等方面进行了深度合作。江汽集团从传统整车制 造角色，转型构建起了"研发—制造—供应链—组织"四位一体的生态体系。以研发端为例，江汽集团为 尊界项目组建了超5000人的专属团队，设立上海研发中心，并与清华大学、中科大等高校共建联合实验 室，共同开展智能驾驶、电磁安全等前沿攻关。中经记者 夏治斌 石英婧 上海报道 【江淮汽车项兴初回怼"资历论"：没百年历史，就不能造豪华车？】"3年多前，我们在进入百万豪车市 场的时候，也有人提醒我们。他说，这些传统豪华车都有上百年的历史，他们有很多的品牌故事，你们 这个肯定不行。我就反问了一句，难道我们要活100岁才开始做吗？"日前，江汽集团控股公司党委书 记、董事长、总经理项兴初以一段直面质疑的亲身经历为引，阐述了江汽集团高端市场的初心与信念。 "故事都是现代人写完以后，未来的人读到很动听、很美丽、很吸引人，那才是可以传承的一些故事。 所以我们觉得每一天、每一件事、每一点、每一滴，都要用心去做。江淮努力，华为努力，我们产业链 的240家供应链（企业）一起努力。我们的品牌故事里面，还有可爱的车主。他们也是品牌共创非常重 要的成员 ...

天眼查App显示，近日，安徽杰华动力驱动系统有限公司成立，法定代表人为罗世成，注册资本2亿人 民币，经营范围包括汽车零部件及配件制造、供应链管理服务、汽车零部件研发等。股东信息显示，该 公司由江淮汽车全资持股。 ...

Core Insights - Jiangqi Group's chairman, Xiang Xingchu, emphasizes the importance of storytelling in building a luxury brand, arguing that every effort contributes to a meaningful narrative that can be appreciated by future generations [2] - Since 2019, Jiangqi Group has engaged in a deep strategic partnership with Huawei to create a new luxury smart car brand, Zun Jie, aiming to leverage both companies' strengths to gain a competitive edge in the high-end electric vehicle market [2][3] Group 1 - Jiangqi Group has transformed from a traditional vehicle manufacturer to an integrated ecosystem encompassing R&D, manufacturing, supply chain, and organization [3] - A dedicated team of over 5,000 has been established for the Zun Jie project, along with a research center in Shanghai and partnerships with prestigious universities for advanced research [3]

Core Insights - Jianghuai Automobile Group (JAC) has been collaborating with Huawei since 2019 to create a new luxury smart car brand, Zun Jie, aiming to leverage both companies' strengths to gain a competitive edge in the high-end electric vehicle market [1][3] - The partnership has led to significant organizational transformation for JAC, evolving from a traditional vehicle manufacturer to a comprehensive ecosystem encompassing research and development, manufacturing, supply chain, and organization [1] - JAC has established a dedicated team of over 5,000 personnel for the Zun Jie project, set up a research center in Shanghai, and collaborated with prestigious universities like Tsinghua University and the University of Science and Technology of China to advance cutting-edge technologies [1] Company Strategy - The company emphasizes the importance of storytelling in branding, believing that every effort contributes to a rich narrative that future generations will appreciate [1] - JAC's leadership has faced skepticism regarding entering the luxury car market, but they remain committed to building their brand identity without needing a century of history [3]

证券代码:600418 证券简称:江淮汽车 编号:2025-053 本公司董事会及全体董事保证本公司公告内容不存在任何虚假记载、误导性陈述或者重大遗漏，并对其 内容的真实性、准确性和完整性承担法律责任。 安徽江淮汽车集团股份有限公司截至2025年11月份产销快报数据如下： 单位：辆 本公告为快报数，具体数据以公司定期报告为准。 特此公告！ 安徽江淮汽车集团股份有限公司董事会 2025年12月9日 ...

Strategy - The technology competition under the Kondratiev wave continues to open up valuation ceilings, with a focus on "bottleneck" and future industry high ground [14][15] - The current valuation of China's science and technology innovation is still lower than that during the internet boom in the 1990s, indicating potential for further upward movement [14][18] - The "14th Five-Year Plan" emphasizes seizing the high ground of technological development, focusing on key areas such as integrated circuits and advanced manufacturing [14][19] Electronics - The scaling law remains effective, with the introduction of multi-modal and agent models expected to accelerate AI computing demand [8][15] - The PCB industry is anticipated to maintain high growth due to its heavy asset nature and product structure optimization, which can lead to non-linear performance improvements for companies [8][15] Computer - New models are being launched intensively, marking a shift in AI competition towards "strong reasoning + native multi-modal" capabilities [9][15] - Significant releases include Google's Gemini 3 and DeepSeek V3.2, which enhance multi-modal understanding and practical applications [9][15] Media - Long-term optimism for the acceleration of AI product applications and commercialization, with a focus on AI agents, companionship, multi-modal applications, education, and edge AI [9][15] Humanoid Robots - The industry is transitioning from concept validation to commercialization, with companies that have growth potential in key components or specific solutions likely to benefit [10][15] - Investment opportunities are identified in the incremental component sector, with a focus on aesthetic preferences in the market [10][15] Automotive - The launch of Horizon Robotics' HSD and J6P models marks a significant step in mass production, with companies like WeRide and Pony.ai also making strides in the market [10][15] - Recommendations include focusing on luxury car opportunities with strong product pipelines and valuation elasticity, as well as autonomous driving technologies [10][15] Selected Portfolio - The December selected portfolio includes upstream production tools like Zhuoyi Information, upstream computing infrastructure such as Jingwang Electronics, and downstream applications like Alibaba [11][15]

12月6日至7日，2025（第二十三届）影响力企业家年会（原中国企业领袖年会）在北京举行。 活动期间，江汽集团控股公司党委书记、董事长、总经理项兴初应邀出席，并围绕"寻找高质量发展新范 式"话题，与多位专家以及行业优秀企业家就汽车产业发展、AI转型、汽车出海等话题进行了深入探讨，并重点分 享了江淮汽车的战略思考与实践。 项兴初认为，高质量发展的本质在于高水平的可持续发展。对汽车产业而言，其核心是告别低水平扩张，走 向以创新引领、品质驱动、绿色低碳为特征的新阶段。 项兴初介绍，为了打造尊界S800这款标杆产品，江汽与华为联合全球一流供应链伙伴，组建了超过5000人的 专项研发团队，将智能科技深度融入用户体验的每一处细节，致力于实现可感知、可共鸣的"科技豪华"。 市场的反馈是最有力的证明。尊界S800自上市以来，表现持续超出预期，上市175天累计大定订单突破1.8万 台。这一成绩，在百万级豪华车市场这一长期由国外传统品牌主导的领域，堪称里程碑式的突破。 关于企业如何实现可持续成功，项兴初也从三个方面进行了总结与分享。一是产品线拓展。江淮汽车将通过 持续打造精品爆款，强化品牌在消费者心中的认知基础。二是要加大创新投 ...

2025年11月，公司销量达3.35万辆，同比增长5.94%；本年累计销量达34.68万辆，同比下降7.99%。 格隆汇12月8日丨江淮汽车(600418.SH)公布，2025年11月，公司产量合计2.93万辆，同比增长12.86%； 本年累计产量达34.18万辆，同比下降7.71%。 ...

江淮汽车：2025年11月新能源乘用车销量达3299辆，同比增长8.66%。 ...