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公司互动丨这些公司披露在机器人、深地经济等方面最新情况
Di Yi Cai Jing· 2025-10-22 14:38
10月22日,多家上市公司通过互动平台、披露投资者关系活动记录表等渠道披露公司在机器人、深地经 济等方面最新情况: 【机器人】 东方电热:电子皮肤已送样机器人头部企业 弘景光电:在具身人形机器人等应用上已启动研发并送样 保隆科技:将逐步投入资源拓展机器人领域业务 宝泰隆:公司拥有的煤矿资源和石墨矿资源目前不属于"深地经济"范畴 【消费电子】 隆利科技:公司LIPO技术产品已在手环、手机等项目上实现量产 【充换电】 【其他】 绿能慧充:与宁德时代充换电业务板块公司有技术及业务合作 大众交通:截至目前公司未涉及充换电业务 华工科技:海外设备商与渠道商已有批量的400G/800G光模块出货 领益智造:公司已为AMD等国际客户批量出货散热模组 法拉电子:公司电容器有用在特高压输变电应用上 华特气体:有向新凯来公司供应少量电子特种气体,业务占比较小 本川智能:高端PCB产品已在CPO相关项目中实现小批量应用 方大特钢:暂未与华为开展高炉"数字孪生"相关项目合作 横店东磁:公司储能业务聚焦户储,已在欧洲市场有小部分出货 四维图新:2024年至2025年上半年,公司与鉴智机器人累计获得585万套智驾方案的新增定点 科大讯飞 ...
四维图新与鉴智机器人获585万套智驾方案新增定点
Ju Chao Zi Xun· 2025-10-22 12:47
市场人士认为,公司与鉴智机器人的联合定点规模反映出智驾产业加速扩张的趋势。随着智能驾驶技术在乘用车领域渗透率提升,整车 厂加速推进软硬件融合方案落地,四维图新凭借多维技术储备与方案整合能力,有望进一步提升市场竞争力。 业内分析指出,四维图新深耕智驾、车规芯片及地图数据等领域,具备较高成长潜力。随着汽车智能化进程加快,公司在高阶智驾方案 市场的突破值得期待。(校对/秋贤) (文/罗叶馨梅)10月21日,四维图新(002405.SZ)在投资者关系平台上答复投资者提问时表示,2024年至2025年上半年,公司与鉴智机 器人累计获得585万套智驾方案的新增定点,覆盖20余家主流车企及100余款定点车型,引发市场关注。 公司董秘在互动中回应称,四维图新与鉴智机器人合作推进的智驾方案,涵盖从低阶到高阶的智能驾驶系统,并在车规级芯片、高精度 地图、高精度定位、数据合规及算法等关键环节实现全面布局。公司可整合提供包括芯片、舱驾一体方案、数据在内的软硬件组合方 案,构建完善的智驾生态体系。 资料显示,四维图新近年来持续深化汽车智能化主赛道布局。公司通过参股祐驾创新、鉴智机器人、智联座舱及杰发科技等企业,形成 了覆盖"芯片—地图 ...
四维图新:公司旗下杰发科技聚焦汽车电子芯片领域
(编辑 姚尧) 证券日报网讯 四维图新10月22日在互动平台回答投资者提问时表示,公司旗下杰发科技聚焦汽车电子 芯片领域,两大产品线SoC和MCU全部通过车规认证并稳定量产多代,后续会继续在集成智能座舱与 L2+级辅助驾驶功能方面,在动力底盘、域控制器、新能源三电系统等场景,推进中高阶车规级芯片的 量产与国产化替代。 ...
四维图新:公司严格按照信息披露相关规定履行信息披露义务
Zheng Quan Ri Bao Wang· 2025-10-22 08:17
证券日报网讯 四维图新(002405)10月22日在互动平台回答投资者提问时表示,公司严格按照信息披 露相关规定履行信息披露义务,不存在应披露而未披露的信息。 ...
四维图新:2024年至2025年上半年 公司与鉴智机器人累计获得585万套智驾方案的新增定点
人民财讯10月22日电,四维图新(002405)10月22日在互动平台表示,2024年至2025年上半年,四维图 新与鉴智机器人累计获得585万套智驾方案的新增定点,覆盖20+主流车企,100+定点车型。 ...
四维图新:公司将于10月29日披露2025年三季报
Mei Ri Jing Ji Xin Wen· 2025-10-22 04:36
四维图新(002405.SZ)10月22日在投资者互动平台表示,公司将于10月29日披露三季报。二级市场的 股价受多种因素的影响,请投资者注意投资风险。 (文章来源:每日经济新闻) 每经AI快讯,有投资者在投资者互动平台提问:股票一直跌,普涨的行情也一直在跌,是公司的三季 报太差吗? ...
四维图新(002405) - 第六届董事会第十三次会议决议公告
2025-10-21 10:30
一、董事会会议召开情况 北京四维图新科技股份有限公司(以下简称"公司")已于 2025 年 10 月 16 日以电子邮件及电话通知的方式向公司全体董事、监事及有关人员 发出了《关于召开公司第六届董事会第十三次会议的通知》。2025 年 10 月 20 日公司第六届董事会第十三次会议(以下简称"本次会议")以非现 场会议方式召开。本次会议应出席董事 9 名,实际出席董事 9 名。会议 由公司董事长张鹏先生主持,监事、高级管理人员列席了本次会议。本 次会议的召开符合有关法律、行政法规、部门规章和《北京四维图新科 技股份有限公司章程》的有关规定,会议合法、有效。 证券代码:002405 证券简称:四维图新 公告编号:2025-068 北京四维图新科技股份有限公司 第六届董事会第十三次会议决议公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整,没有虚假记载、 误导性陈述或重大遗漏。 (主任委员、独立董事)、刘伯年先生组成第六届董事会审计委员会。任 期与第六届董事会任期一致。 表决结果:同意 9 票,反对 0 票,弃权 0 票。 三、备查文件 1、第六届董事会第十三次会议决议。 特此公告。 北京四维图新科技 ...
四维图新:投资参股的子公司有佑驾创新、六分科技、四维智联等
Mei Ri Jing Ji Xin Wen· 2025-10-20 03:42
(记者 胡玲) 每经AI快讯,有投资者在投资者互动平台提问:请简要介绍公司对外投资(包括参股等)的主要项目 及其发展前景? 四维图新(002405.SZ)10月20日在投资者互动平台表示,公司投资参股的子公司有:佑驾创新、六分 科技、四维智联等,覆盖智驾、高精度定位等多个领域。 ...
四维图新CEO程鹏回应每经:未来3-5年内一定会出现没有驾驶座的车
Mei Ri Jing Ji Xin Wen· 2025-10-19 13:20
Core Viewpoint - The 2025 World Intelligent Connected Vehicle Conference highlighted the transition of Siwei Map from a traditional mapping company to an autonomous driving solution provider, addressing the ongoing debate between "heavy map" and "light map" technologies and the challenges posed by the rapid deployment of urban Navigation Assisted Driving (NOA) [1][5]. Group 1: Technology and Business Model - The choice between "heavy" and "light" maps depends on the application scenario and the level of autonomous driving, with higher levels requiring more precise maps [5]. - Siwei Map is exploring various business models for high-precision maps, including one-time sales and annual service fees, with a potential shift towards a SaaS-like model based on usage or subscription [6]. - The traditional SD map licensing model has evolved from one-time fees per vehicle to monthly payments, with different pricing strategies observed in various countries [6]. Group 2: Challenges and Solutions - The rapid rollout of urban NOA demands high coverage, update frequency, and cost control for high-precision maps, which is a long-standing industry challenge [7]. - Siwei Map's solution involves collaborating with car manufacturers to use production vehicles as data collection units, allowing for real-time updates of maps based on road changes [7]. - The company currently faces limitations in data coverage due to the insufficient number of equipped vehicles, but expects improvements as higher-level autonomous vehicles become more common [7]. Group 3: Future of Autonomous Driving - The future of high-precision maps may involve them becoming a replaceable sensor, as vehicles increasingly rely on real-time sensor data and advanced algorithms rather than pre-defined map geometries [8]. - The transition to L3 and above levels of autonomous driving is seen as a necessary evolutionary step, with safety and user confidence being the primary barriers to widespread adoption [10]. - In the next 3-5 years, the industry may see the emergence of vehicles without traditional driving controls, particularly in specific applications like ride-hailing and logistics [11]. Group 4: Economic and Safety Considerations - The economic viability and safety of flying cars are viewed as critical factors for their large-scale adoption, similar to the challenges faced by autonomous vehicles [12][13]. - Current technological limitations, such as battery weight and safety standards, hinder the feasibility of flying cars, which may initially find applications in high-end markets before broader adoption [13].
四维图新程鹏:18亿并购,期待拿到高阶辅助驾驶订单
Xin Jing Bao· 2025-10-19 07:02
Core Insights - The company, Siwei Tuxin, is making a significant investment of 1.8 billion yuan to become the largest shareholder of Jianzhih Robot, aiming to establish a new platform for advanced driver assistance systems (ADAS) [1] - The integration of the two companies is expected to enhance the AI capabilities of Siwei Tuxin, allowing for improved quality in high-level ADAS and AI-enabled products [1][2] - The CEO of Siwei Tuxin anticipates securing over one million high-level ADAS orders in the future, building on their existing 5 million mid-level orders [2] Investment and Strategic Moves - Siwei Tuxin plans to invest 2.5 billion yuan in cash and inject 15.5 billion yuan in assets to acquire a controlling stake in Jianzhih Robot, marking a significant move in the A-share market for smart driving mergers [1] - The combined R&D team will consist of around 700-800 personnel, focusing on developing low, mid, and high-level ADAS products [1][2] Market Position and Future Outlook - The company has already captured a substantial market share in low and mid-level ADAS and aims to expand into high-level systems post-acquisition [1] - The CEO expressed confidence in achieving high-level orders within 1.5 to 2 years, leveraging the combined strengths of both companies [2] Technological Innovations - The future of L3-level ADAS is constrained by regulatory and safety concerns, but advancements are expected to lead to vehicles without steering wheels or brakes in the next 3-5 years [3] - The concept of "VLA (Visual Language Action)" is introduced, indicating a shift towards real-time decision-making in driving without relying solely on high-definition maps [4] Challenges and Adaptations - The demand for high-definition maps is evolving, with a need for real-time updates to accommodate urban changes, which necessitates vehicle-to-infrastructure collaboration [5] - The company is exploring various monetization strategies for high-definition maps, including vehicle-based data collection to enhance map accuracy [4][5]