证券之星消息，10月9日摩托车及其他板块较上一交易日下跌0.92%，千里科技领跌。当日上证指数报收 于3933.97，上涨1.32%。深证成指报收于13725.56，上涨1.47%。摩托车及其他板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 003033 | 征和工业 | 66.22 | 6.82% | 5.34万 | | 3.38亿 | | 603766 | 隆鑫通用 | 12.25 | 1.91% | 29.14万 | | 3.55亿 | | 301345 | 涛涛车业 | 211.51 | 0.72% | ● 1.58万 | | 3.28亿 | | 000913 | 钱江摩托 | 17.18 | 0.64% | 9.68万 | | 1.65亿 | | 002105 | 信隆健康 | 6.70 | 0.60% | 6.76万 | | 4492.25万 | | 600818 | 中路股份 | 10.31 | 0.49% | 5.39万 | | 5542.4 ...

Robotaxi即将再迎一员大将。 9月28日晚，千里科技董事长印奇公布了一个针对Robotaxi的"铁人三项"计划，将在未来18个月将完成 Robotaxi的全产业链布局。包含明年年中发布L4级别的智能驾驶解决方案、打造Robotaxi运营服务平 台、18个月内在全球10座城市规模化落地、在单一城市部署超千台Robotaxi。 而就在前不久的外滩大会上，哈啰正式对外发布Robotaxi战略规划，并携首款前装量产Robotaxi车 型"HR1"全球首发亮相。于哈啰而言这是从两轮到四轮的一次"跨界"。 在哈啰的规划里，2026年要覆盖10个城市、海外首城规模化落地、达到万辆规模。不论是印奇还是哈啰 CEO杨磊，他们都认为当下自动驾驶技术已到了关键节点，并且有信心实现规模化运营的目标。 放眼整个Robotaxi行业，千里和哈啰仍是"新生"，目前，百度萝卜快跑、小马智行、文远知行等企业， 已经完成多城多国多车布局。只不过这些企业，也依然面临着成本结构带来的盈利挑战：小马智行上半 年亏损6.5亿元、文远知行上半年亏损7.92亿元、百度的财报里也仍未提及是否盈利（去年曾称要在2025 年实现盈利)。 高盛在近期发布的研 ...

Group 1 - The core viewpoint is that with technological advancements, cost reductions, and policy openness, Robotaxi is expected to enter a rapid popularization phase in the next three years, and the company has plans to complete the full-chain layout for Robotaxi within 18 months [1] - The company is accelerating the development of L4 autonomous driving solutions and collaborating with Geely to develop dedicated Robotaxi models, as well as partnering with leading domestic and international mobility service providers to create a Robotaxi operation service platform [1] - The company aims to achieve large-scale Robotaxi operations in 10 cities globally, deploying over 1,000 Robotaxis in a single city to secure a foothold in the industry [1] Group 2 - The issuance of the first batch of intelligent connected vehicle demonstration operation licenses in Shanghai marks a critical turning point for autonomous driving from "road testing" to "scale operation," significantly promoting the commercialization of L4 autonomous driving technology [2] - Analysts believe that this marks the official commercialization stage of Robotaxi, and if other cities and countries follow suit with similar policies, it could trigger a significant commercial breakthrough for L4 autonomous driving [2] - The company has made steady progress in its technology business sector since initiating an "AI+" strategic transformation last year, completing a comprehensive business layout in a short period [2] Group 3 - The company, formerly known as Chongqing Lifan Technology, underwent bankruptcy restructuring in 2020 and was transformed under Geely's leadership, achieving absolute control over Lifan Technology in 2022 [3] - In July 2024, Geely will transfer 19.91% of Lifan Technology's shares to a company owned by the co-founder of Megvii Technology, making it the second-largest shareholder [3] - On September 25, the company announced that Mercedes-Benz (Shanghai) Digital Technology Co., Ltd. acquired 3% of its shares for approximately 1.339 billion yuan, becoming the fifth-largest shareholder, with a commitment not to reduce holdings within 12 months [3]

Core Insights - Geely Holding Group's chairman Li Shufu expressed high expectations for Qianli Technology and its chairman Yin Qi during the company's first press conference after rebranding to "AFARI" [1][12] - Qianli Technology unveiled its three major business segments: Qianli Smart Driving, Qianli Smart Cabin, and Qianli Smart Mobility, outlining a clear path for the integration of AI and automotive technology [3][4] Business Segments - Qianli Technology aims to achieve a "containing modulus" of 70%-80% in its smart driving systems by the end of 2025, significantly higher than the current industry average of 40%-50% [3][4] - The company plans to reduce reliance on traditional rules and high-precision maps by adopting an "end-to-end model architecture" [4] - Qianli's smart driving product roadmap includes a 1.0 version already launched, a 2.0 version (L3 level) planned for late 2025, and a 3.0 version (L4 level) targeting Robotaxi scenarios expected in 2026 [4][6] Technology and Innovation - The smart cabin operating system "Agent OS" was introduced, featuring advanced functionalities such as "supernatural interaction" and "integrated memory" [5] - Qianli Technology has set an "18-month plan" to establish a comprehensive Robotaxi service, aiming to become the first in China with OEM-level support and dedicated hardware customization capabilities [6][12] Strategic Partnerships - The "Qianli Plan" aims to create a unified AI brain and operating system, leveraging partnerships with Geely and other companies to enhance technological capabilities [8][12] - Mercedes-Benz acquired a 3% stake in Qianli Technology for approximately 1.339 billion yuan, signaling confidence in the company's technological strength and paving the way for collaboration in smart driving and cabin technologies [12][13] Financial Performance - Qianli Technology reported a revenue of 4.184 billion yuan for the first half of 2025, a year-on-year increase of 40.04%, with a net profit of 31.17 million yuan, up 19% [14]

Core Viewpoint - Qianli Technology held its first press conference after rebranding, introducing the new brand name "AFARI" and discussing the integration of AI and automotive technology [1][14]. Business Segments - The core focus of the press conference was the unveiling of three major business segments: Qianli Smart Driving, Qianli Smart Cabin, and Qianli Smart Mobility, outlining the technical roadmap and implementation plans for "AI + Car" [5]. - In the smart driving sector, Qianli Technology aims to achieve a model inclusion rate of 70%-80% by the end of 2025, compared to the current industry average of 40%-50% [5][6]. - The company plans to reduce reliance on traditional rules and high-precision maps by adopting an "end-to-end model architecture" [6]. Technology and Product Development - Qianli Technology's smart driving system has been validated through real-world testing in Chongqing, utilizing a 6D multi-modal perception matrix [6]. - The product roadmap includes the release of version 1.0, which is already available, and plans for version 2.0 (L3 level) by the end of 2025 and version 3.0 (L4 level) targeting Robotaxi scenarios by 2026 [6][7]. - The smart cabin operating system "Agent OS" was introduced, featuring advanced interaction capabilities and aiming to enhance user experience in vehicles [7]. Strategic Partnerships and Investments - Qianli Technology's "Afari Plan" aims to create a unified AI brain and operating system, relying on collaboration with partners like Geely for support in manufacturing and funding [9][10]. - Geely's integration of its smart driving team into Qianli Technology has created a research and development cluster of approximately 3,000 personnel [10]. - Mercedes-Benz acquired a 3% stake in Qianli Technology for 1.339 billion yuan, signaling international collaboration and support for the company's technological capabilities [14]. Market Position and Financial Performance - The company is positioned to capitalize on the growing market for smart connected vehicles, with projections indicating a global market size of $1.5 trillion by 2025 [11]. - Qianli Technology reported a revenue of 4.184 billion yuan for the first half of 2025, reflecting a year-on-year growth of 40.04%, and a net profit of 31.17 million yuan, up 19% [15].

业务层面，"AI+车"是核心。据印奇介绍，在不到一年的时间内，千里科技已完成在智能驾驶、智能座 舱和智能出行领域的全面业务布局：智能驾驶领域，智驾系统正进入由AI大模型驱动的发展阶段，千 里科技称"正基于先进的AI技术，重新定义智能辅助驾驶的行业标杆"；智能座舱领域，千里科技打造的 新一代智能座舱Agent OS，实现了超自然交互、融合记忆、全融合地图和第三生活空间等功能；智能出 行领域，千里科技已制定相应计划，目标在未来18个月完成Robotaxi全链路产业布局。 本报（chinatimes.net.cn）记者石飞月 重庆报道 "今年我们很有信心突破百亿产值，但是明年可能是更关键的一年，我们将把AI相关的创新业务真正做 出规模，做出领先性，目前才刚刚开始。"9月28日，千里科技董事长印奇对包括《华夏时报》记者在内 的媒体表示。 自印奇去年入股千里科技并担任董事长后，千里科技便开启了AI+战略转型，截至目前，该公司已完成 在智能驾驶、智能座舱和智能出行领域的全面业务布局。不过，由于转型时间不足一年，千里科技绝大 部分收入仍来自制造业，新业务营收贡献有待提升。 从车企到科技公司 这家30多年的老牌企业，已经甩掉 ...

Core Viewpoint - Chongqing Qianli Technology Co., Ltd. has announced a 2025 employee stock ownership plan aimed at establishing a long-term incentive mechanism to attract and retain talent, aligning the interests of shareholders, the company, and core team members [1] Group 1: Employee Stock Ownership Plan - The funding for the stock ownership plan will come from the company's incentive fund, employees' legal salaries, self-raised funds, and other legally permissible means, without involving leveraged funds or financial guarantees [1] - The plan will involve up to 300 key personnel, including directors and senior management, with a total funding amount not exceeding 250 million yuan, and the shares will be purchased through secondary market bidding within six months after the plan is approved [1] - The average purchase price is set at 12.42 yuan per share, involving approximately 20.128824 million shares, accounting for 0.4452% of the company's total share capital [1] Group 2: Performance Assessment Criteria - The performance assessment period for the plan will cover the fiscal years 2025 and 2026, with key performance indicators including net profit and operating revenue, weighted at 60% and 40% respectively [2] - The targets set for net profit are not less than 60 million yuan for 2025 and 100 million yuan for 2026, while the revenue growth rates are expected to be at least 30% and 40% for 2025 and 2026, respectively, based on 2024 performance [2] Group 3: Strategic Focus - The company is focusing on its core strategy of AI and automotive integration, aiming to enhance its market competitiveness and sustainable high-quality growth [2] - The strategic plan includes controlling Qianli Zhijia through entrusted voting rights to improve the completeness of the technology business ecosystem and create a second growth curve [2]

重庆千里科技股份有限公司 2025 年第六次临时股东会会议资料 重庆千里科技股份有限公司 2025 年第六次临时股东会 会议资料 重庆千里科技股份有限公司 2025 年第六次临时股东会 二○二五年十月 会议议程 现场会议时间：2025 年 10 月 15 日（星期三）14:00 网络投票时间：2025 年 10 月 15 日（星期三）9:15-9:25，9:30-11:30，13:00-15:00 现场会议地点：重庆市北碚区蔡家岗镇凤栖路 16 号公司总部大楼 11 楼会议室 召集人：公司董事会 主持人：董事长印奇先生 会议议程： 一、主持人宣布会议开始，介绍会议出席、列席情况 二、推举计票人、监票人 三、审议议案 | 序号 | 非累积投票议案 | 特别说明 | | --- | --- | --- | | 1 | 《关于董事薪酬管理制度的议案》 的议案》 | 中小投资者单独计票 | | 2 | 《关于公司<2025 年员工持股计划（草案）>及其摘要 | | | 3 | 《关于公司<2025 年员工持股计划管理办法>的议案》 | | | 4 | 《关于提请股东会授权董事会办理员工持股计划相关 事宜的议案》 | ...

Core Points - The motorcycle and other sectors saw an increase of 0.64% on September 30, with Zhenghe Industrial leading the gains [1] - The Shanghai Composite Index closed at 3882.78, up 0.52%, while the Shenzhen Component Index closed at 13526.51, up 0.35% [1] Sector Performance - Zhenghe Industrial (code: 003033) closed at 66.19, with a rise of 3.73% and a trading volume of 52,100 shares, totaling a transaction value of 312 million yuan [1] - Yong'an Xing (code: 603776) closed at 21.23, up 2.46%, with a trading volume of 73,500 shares and a transaction value of 156 million yuan [1] - Chunfeng Power (code: 603129) closed at 268.25, increasing by 2.04%, with a trading volume of 16,000 shares and a transaction value of 427 million yuan [1] - Other notable performers include Qianjiang Motorcycle (code: 000913) with a closing price of 17.07, up 1.19%, and a transaction value of 152 million yuan [1] Fund Flow Analysis - The motorcycle and other sectors experienced a net outflow of 68.19 million yuan from main funds, while retail funds saw a net inflow of 17.32 million yuan [2] - Speculative funds recorded a net inflow of 50.87 million yuan, indicating a mixed sentiment among different types of investors [2]

每经AI快讯，千里科技（SH 601777，收盘价：12.42元）9月29日晚间发布公告称，公司第六届第二十 六次董事会会议于2025年9月29日以通讯表决方式召开。会议审议了《关于董事薪酬管理制度的议案》 等文件。 每经头条（nbdtoutiao）——重磅解读！中国将不寻求WTO新的特殊和差别待遇，意味着什么？ 2025年1至6月份，千里科技的营业收入构成为：制造业占比98.14%，房地产占比0.99%，其他业务占比 0.87%。 （记者 曾健辉） 截至发稿，千里科技市值为562亿元。 ...