近期郑州将连续举办3场招聘会，覆盖多区域、多行业、多人群，累计提供超过2万个岗位。从零工 市场到重点企业专场，从传统行业到新兴业态，系列活动通过"岗位对接+技能培训+特色赋能"的创新 模式，为高校毕业生、待业青年等群体搭建多层次、立体化的就业服务平台。 为进一步丰富招聘会服务内涵，提升活动吸引力与实效性，主办方在招聘会期间同步策划了两大特 色活动。其中，短剧演员海选活动将为具有表演天赋、热爱文艺的求职者提供展示自我的舞台，优秀参 与者有望获得参与本土短剧拍摄的机会，为就业增添新路径；手工钩织培训则邀请专业讲师现场授课， 通过实操教学帮助求职者掌握手工钩织技能，拓宽灵活就业渠道，助力实现"一技在手，就业无忧"。 为提升求职体验，活动现场将设立企业招聘区、企业展示区，并开通手机端扫码投递简历等便捷服 务，为求职青年提供多元化的岗位匹配和面对面推荐机会。 12月10日上午，由郑州市就业创业服务中心、河南省零工市场联合主办的"攻坚促就业 奋进创未 来"2025年高校毕业生等青年就业服务攻坚行动暨河南省零工市场招聘会将在河南省零工市场二楼（经 北二路50号）举行。这场招聘会将为求职者提供8700多个岗位。 12月13日 ...

Core Viewpoint - BYD is facing challenges in the domestic market with a significant decline in sales, while its overseas market performance is strong, indicating a shift in focus towards international expansion and technological advancements [2][3]. Domestic Market Performance - In November, BYD's total sales reached 480,200 units, but domestic sales were only 348,300 units, reflecting a year-on-year decline of 26.81% and marking five consecutive months of decline [2]. - The decline in domestic sales is attributed to two main factors: a decrease in the "wow factor" of technological advancements and unresolved user pain points, such as slow charging speeds in low-temperature environments [2]. - The company emphasizes that its core competitiveness remains rooted in technology, supported by a research team of 120,000 engineers working on future breakthroughs [2]. Overseas Market Performance - In the first eleven months of the year, BYD's overseas passenger car sales reached 912,900 units, a remarkable increase of 153.58% year-on-year, surpassing the total overseas sales for 2024 [3]. - The overseas market is contributing positively to the company's profitability, with stable pricing conditions enhancing the overall profit structure [3]. Future Development Strategy - BYD plans to accelerate "technology democratization" by 2026, making advanced technologies from flagship models available in more volume-oriented models [4]. - The company aims to strengthen its brand presence and marketing strategies, particularly in high-end segments, to enhance competitiveness and drive growth [4]. - The company acknowledges past marketing complacency and intends to adjust its approach to build brand strength without engaging in aggressive marketing battles [5]. Focus on AI Technology - BYD is prioritizing the application of AI technology in manufacturing scenarios, investing significantly in human resources and hardware design to develop adaptable technologies for various applications [5].

Core Insights - The electric vehicle (EV) market is witnessing significant competition, particularly from BYD, which has surpassed Tesla as the largest EV producer [2][3] - BYD is planning to expand into the European luxury market, posing a substantial threat to European luxury car manufacturers [3][6] - The company has a significant production capacity, with a $4.5 billion factory in Hungary expected to produce 150,000 vehicles annually, potentially exceeding this target [3][4] Company Overview - BYD originated as a battery company and has successfully transitioned into the EV sector, demonstrating remarkable growth and production capabilities [2][3] - The company employs around 1 million people, with a notable engineering workforce of 125,000, which is significantly higher than that of major competitors [9][10] Market Dynamics - China holds a competitive advantage in rare earth elements and magnets, which are crucial for EV production, allowing BYD to dominate the market and exert pressure on European manufacturers [5][6] - European automakers are at a disadvantage due to limited resources, making them more reliant on EVs, while BYD is positioned to capture a large market share [8][6] Product Performance - BYD's high-end vehicles have been described as superior in performance compared to luxury competitors, showcasing advanced features and capabilities [4][6] - The production strength and operational efficiency of BYD are highlighted as key factors that will impact the competitive landscape in the EV market [7][10]

Let's get to the electric vehicle market and competition with China. Our next guest just coming back from a trip to the BYYD factory in Shenzhen and she joins us now with her insights. Meredith Whitney, CEO of Meredith Whitney Advisory Group.I'd love how you go deep on these on these topics that investors really care about. Meredith, so what what did you find. What's your takeaway.>> Well, the timing of this trip was really interesting. So, I I'm not obviously I'm not an an Adam Jonas who's a specialist on ...

每经AI快讯，比亚迪（SZ 002594，收盘价：96.53元）发布公告称，2025年12月5日10:00-11:30，比亚 迪接受股东及股东代理人共计137人调研，公司董事长兼总裁王传福等人参与接待，并回答了投资者提 出的问题。 2025年1至6月份，比亚迪的营业收入构成为：交通运输设备制造业占比81.48%，日用电子器件制造业 占比18.52%，其他占比0.01%。 截至发稿，比亚迪市值为8801亿元。 每经头条（nbdtoutiao）——处方药变"瘾品"：国内首次报告普瑞巴林滥用致成瘾病例，网络平台暴 露"无病历可购药"漏洞，列管与否尚需科学考量 （记者 曾健辉） ...

据哥伦比亚《时代报》12月6日报道，哥电动车市场在11月继续增长，上牌量同比提升28.7%，共登记2034 台，占全国汽车销量的8.5%。比亚迪以919台稳居首位，市占率45.2%，同比增长13.2%。奇瑞表现突出，从去 年同期的2台大幅增加至273台，占比13.4%。此外，广汽和一汽销量出现指数级增长，同比增幅分别达到 6700%和740%。特斯拉也首次进入哥当月电动车销量榜。 （原标题：比亚迪稳居哥伦比亚11月电动车市场首位） ...

智驾国产芯片格局变化 20251208 摘要 蔚来汽车智驾方案采用全栈自研，主推世界模型，但效果相对落后，明 年主要任务是提升车位到车位功能的接网率及处理复杂案例，乐道和萤 火虫系列预计仍将使用英伟达方案。 小鹏汽车中高端车型将搭载自研图灵芯片，算力达 1,000+TOPS，算法 重点在于 VLA 和世界模型的迭代，深度融合 BL 模块，并计划在 Robotic 业务线中使用图灵芯片优化 Robot Taxi 的通行效率和安全性。 理想汽车自研 M100 苏马赫芯片预计 2026 年 Q2 量产，首发于高端改 款车型，AD Max 系统将存在 M100 与地平线混合方案并存的情况， AD Pro 系统继续采用地平线方案，但可能升级至 G6H 版本，算法方面 坚定走 VOL 路线。 小米汽车计划在高端车型上采用英伟达 42 系列芯片，自研玄戒 O2 芯片 暂缓使用，明年将采用类似特斯拉的架构，以世界模型为主，加语言模 型辅助，解决停车场出入、道路标识牌识别及城市通勤问题。 比亚迪高端方案将升级至英伟达索尔方案，首发于仰望 U8 改款车型， 由 Momenta 提供 R6 大模型 plus 版本算法。终端方案天翼 ...

近期出炉的10月全球电池排行榜炸场了！中创新航终于挺进全球前三！ 根据SNE Research数据显示，中创新航10月装车量狂飙76%，直接超过了韩国LG新能源。这也意味着， 现在的世界冠亚季军——宁德时代、比亚迪、中创新航，全是中国企业！从广汽的一号位，到拿下智 界、奥迪、丰田大单，中创新航这次"超车"不仅靠的是性价比，更是硬核技术。日韩份额在跌，中国份 额在涨，这场全球竞赛，中国队优势越来越大了！ ...

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]

Core Insights - In November 2025, China's wholesale sales of new energy passenger vehicles reached 1.706 million units, representing a year-on-year increase of 18.7% and a month-on-month increase of 5.8% [1] - Retail sales of new energy passenger vehicles in November totaled 1.321 million units, showing a year-on-year growth of 4.2% and a month-on-month growth of 3.0% [1] Sales Performance - Among the top ten best-selling models in November, nine were new energy vehicles, with BYD's Song leading at 56,000 units sold, followed closely by Tesla's Model Y at 55,000 units [1] - Xiaomi's Yu7 entered the top ten with over 33,000 units sold, marking Xiaomi's first SUV model to achieve this milestone [1] Market Penetration - The retail penetration rate of new energy vehicles in the overall passenger car market reached 59.3% in November, an increase of 7 percentage points compared to the same period last year [1] - The penetration rate for new energy vehicles among domestic brands was 79.6%, while luxury brands had a penetration rate of 38.8%, and mainstream joint venture brands only reached 8% [1] Retail Market Share - In November, the retail market share of new energy vehicles for domestic brands was 67.5%, a year-on-year decrease of 5.9 percentage points [1] - The market share for new energy vehicles from mainstream joint venture brands was 3.2%, down by 0.14 percentage points year-on-year [1] - The share of new forces, including brands like Xpeng, Leap Motor, and Xiaomi, grew by 5.9 percentage points year-on-year to 22.1%, while Tesla's share decreased by 0.3 percentage points to 5.5% [1]