惠州市德赛西威汽车电子股份有限公司 证券代码：002920 证券简称：德赛西威 公告编号：2025-056 本公司及全体董事会成员保证公告内容与信息披露义务人提供的信息一致。 一、本次权益变动基本情况 惠州市德赛西威汽车电子股份有限公司（以下简称"公司"或"本公司"）于 2025 年 6 月 7 日披露了《关于公司股东减持股份预披露公告》，公司持股 5%以 上股东惠州市创新投资有限公司（以下简称"惠创投"）因自身资金需求，计划 在预披露公告之日起 15 个交易日后的 3 个月内以集中竞价或大宗交易方式减持 本公司股份不超过 16,400,000 股，不超过公司当前总股本（不含公司回购专户股 份）的 3%。 惠创投于 2025 年 7 月 9 日至 2025 年 7 月 29 日通过大宗交易方式合计减持 公司股份 3,868,400 股，权益变动后，惠创投持有公司股份 132,831,136 股，占公 司总股本的 23.94%，权益变动触及 1%的整数倍。具体详见公司于 7 月 30 日披 露的《关于 5%以上股东权益变动触及 1%整数倍的公告》（公告编号：2025-055）。 公司于 2025 年 8 月 6 ...

8月6日，德赛西威大宗交易成交295.31万股，成交额2.75亿元，占当日总成交额的22.95%，成交价92.98元，较市场收盘价 105.95元折价12.24%。 | 交易日期 | 证券代码 | 证券简称 | 成交价格 | 成交量 | 成交金额 | 买方营业部 | 卖方营业部 | | --- | --- | --- | --- | --- | --- | --- | --- | | | | | (元) | (万股/万份) | (万元) | | | | 2025-08-06 | 002920 | 德赛西威 | 92.98 | 5.00 | 464.90 机构专用 | | 中国中金财富证券 | | | | | | | | | 有限公司惠州文昌 | | | | | | | | | 一路证券营业部 | | 2025-08-06 | 002920 | 德赛西威 | 92.98 | 2.40 | 223.15 | 招商证券股份有限 | 华泰证券股份有限 | | | | | | | | 公司西安北大街证 | 公司上海浦东新区 | | | | | | | | 券营业部 | 滨江大道证券营业 | | 2025-08-06 | ...

Core Viewpoint - Desay SV Automotive's stock price increased by 0.66% to 103.31 yuan as of August 5, 2025, with a trading volume of 49,160 hands and a transaction amount of 507 million yuan, indicating positive market sentiment towards the company [1] Group 1: Company Overview - Desay SV Automotive specializes in the research, production, and sales of automotive electronic products, including in-car infotainment systems, air conditioning controllers, and driver information display systems [1] - The company's products are widely used in passenger cars and commercial vehicles [1] Group 2: Recent Developments - The latest information disclosed by the company indicates that its advanced driver assistance domain control products have been supplied to various clients, including Li Auto, Xpeng Motors, Zeekr, Great Wall Motors, GAC Aion, and Lotus [1] - On August 5, a block trade occurred involving 107,000 shares, with a transaction amount of 9.99 million yuan, at a discount of 9.6% compared to the closing price of the day [1] Group 3: Financial Metrics - On August 5, the net inflow of main funds was 29.88 million yuan, accounting for 0.05% of the circulating market value [1] - Over the past five days, the net outflow of main funds was 26.76 million yuan, also representing 0.05% of the circulating market value [1]

证券时报·数据宝统计显示，德赛西威今日收盘价为103.31元，上涨0.66%，日换手率为0.89%，成交额 为5.07亿元，全天主力资金净流入2436.95万元，近5日该股累计下跌3.37%，近5日资金合计净流出 318.48万元。 两融数据显示，该股最新融资余额为10.06亿元，近5日增加5575.00万元，增幅为5.87%。（数据宝） 8月5日德赛西威大宗交易一览 | 成交量 （万 | 成交金额 | 成交价 | 相对当日收盘 | 买方营业部 | 卖方营业部 | | --- | --- | --- | --- | --- | --- | | | （万元） | 格 | 折溢价（%） | | | | 股） | | （元） | | | | | 10.70 | 999.27 | 93.39 | -9.60 | 华泰证券股份有限公司 | 华泰证券股份有限公司上海浦 | | | | | | 重庆江北嘴证券营业部 | 东新区滨江大道证券营业部 | （文章来源：证券时报网） 德赛西威8月5日大宗交易平台出现一笔成交，成交量10.70万股，成交金额999.27万元，大宗交易成交价 为93.39元，相对今日收盘价折价9.60% ...

Core Viewpoint - Desay SV's advanced driver assistance system (ADAS) products are supporting various automotive clients, indicating strong market presence and technological leadership in the intelligent driving sector [1] Group 1: Client Partnerships - The company provides ADAS products for clients including Li Auto, Xpeng Motors, Zeekr, Great Wall Motors, GAC Aion, and Lotus [1] - The company has established a rich, high-quality, and deeply cooperative client base over the years [1] Group 2: Technological Leadership - Desay SV's intelligent driving business has been leading the industry for several consecutive years [1] - The company actively engages in research and development innovation to prepare for diverse market demands with multiple solutions and platforms [1] Group 3: Operational Capabilities - The company possesses industry-leading high-quality and efficient research and supply capabilities [1] - With a solid foundation in products, technology, services, and supply systems, the company can meet clients' needs for rapid, safe, and large-scale deployment of intelligent driving products [1]

Core Viewpoint - Desay SV Automotive's advanced driver assistance system (ADAS) domain control products are being utilized by several prominent automotive manufacturers, indicating strong market demand and partnerships in the industry [1] Company Summary - Desay SV Automotive has provided support for its ADAS products to various clients including Li Auto, Xpeng Motors, Zeekr, Great Wall Motors, GAC Aion, and Lotus [1]

Core Viewpoint - Desay SV Automotive has provided auxiliary driving domain control products to several major automotive clients, indicating its strong position in the automotive technology sector [1] Company Summary - Desay SV Automotive's auxiliary driving domain control products are currently supporting models from clients such as Li Auto, Xpeng Motors, Zeekr, Great Wall Motors, GAC Aion, and Lotus [1]

| 交易日期 | 证券代码 | 证券简称 | 成交价格 | 成交量 | 成交全额 | 买方营业部 | 卖方营业部 | | --- | --- | --- | --- | --- | --- | --- | --- | | | | | (元) | (万股/万份) | (万元) | | | | 2025-08-05 | 002920 | 德赛西威 | 93.39 | 10.70 | 999.27 | 华泰证券股份有限 | 华泰证券股份有限 | | | | | | | | 公司重庆江北嘴证 | 公司上海浦东新区 | | | | | | | | 券营业部 | 滨江大道证券营业 | 8月5日，德赛西威大宗交易成交10.7万股，成交额999.27万元，占当日总成交额的1.93%，成交价93.39元，较市场收盘价 103.31元折价9.6%。 ...

金融界2025年8月5日消息，国家知识产权局信息显示，惠州市德赛西威汽车电子股份有限公司申请一项 名为"一种汽车召唤定位方法、汽车召唤方法及汽车召唤系统"的专利，公开号CN120412310A，申请日 期为2025年04月。 专利摘要显示，本申请提供一种汽车召唤定位方法、汽车召唤方法及汽车召唤系统；所述汽车召唤定位 方法包括：基于移动通讯设备采集到的目标用户的周围图像数据获得图像特征描述符，并根据图像特征 描述符与预先基于目标区域的环境数据构建的车载记忆地图进行匹配，以根据匹配结果获得移动通讯设 备相对于所述车载记忆地图的位姿；进一步基于位姿获得目标用户的当前位置坐标。 天眼查资料显示，惠州市德赛西威汽车电子股份有限公司，成立于1986年，位于惠州市，是一家以从事 计算机、通信和其他电子设备制造业为主的企业。企业注册资本55494.9301万人民币。通过天眼查大数 据分析，惠州市德赛西威汽车电子股份有限公司共对外投资了24家企业，参与招投标项目109次，财产 线索方面有商标信息132条，专利信息2784条，此外企业还拥有行政许可174个。 ...

Summary of Key Points from the Conference Call Industry Overview - The conference call focuses on the **smart driving** industry, particularly the advancements in **AI-driven autonomous driving technology** and its implications for the automotive sector [1][5][8]. Core Insights and Arguments - **Market Potential**: By 2030, global sales of L2+ level vehicles are expected to reach **26 million units**, indicating significant market potential comparable to the current light vehicle market in the US or EU [1][2]. - **Market Size**: The global smart driving hardware and software market is projected to reach **$200 billion** by 2030, with further growth to **$300-400 billion** by 2035, where hardware will account for approximately **70%** of the market [1][3]. - **Driving Factors**: Three main factors are identified as catalysts for the development of autonomous driving technology: breakthroughs in **generative AI**, cost reduction through **East-West economic cooperation**, and the establishment of **government and industry standards** [1][5]. - **Broader Impact**: Smart driving technology is expected to transform not only passenger and commercial vehicles but also reshape traffic operation models and expand into new transportation solutions like humanoid robots and electric vertical takeoff and landing vehicles [1][8]. Key Companies and Competitive Landscape - **Leading Companies**: Companies like **Tesla**, **Xpeng**, and **Li Auto** are making significant strides in autonomous driving through rapid algorithm iterations and resource investments, potentially extending their technological advancements into robotics and flying vehicles [1][10][11]. - **Emerging Competitors**: **Xiaomi** is rapidly catching up in the autonomous driving sector, focusing on R&D and algorithm development, although it still needs to reach the top tier of technology in China [4][14][16]. Supply Chain and Regulatory Environment - **Global Supply Chain**: The speed of technology adoption is influenced by whether global automakers choose competition or cooperation. A cooperative approach can lower costs and accelerate the adoption of AI-driven technologies [6]. - **Regulatory Impact**: As autonomous driving technology advances, governments are eager to establish standards and regulations, which will provide a solid foundation for long-term development and help identify industry leaders [7]. Implications for Component Suppliers - **Growth Opportunities**: The acceleration of **ADAS (Advanced Driver Assistance Systems)** penetration is expected to significantly boost the business of component suppliers like **BYD Electronics**, **Sunyu**, and **O-Film**, with rapid growth in demand for domain control systems and cameras [4][17][18]. - **Challenges for Traditional Suppliers**: Traditional automotive component companies are also benefiting from the rise of smart driving technologies, but they face challenges such as price pressures from automakers [19]. Future Trends - **Technological Evolution**: The development of autonomous driving technology is progressing from L2 to L2+ and L3 levels, with expectations of reaching higher levels in the medium to long term [10]. - **Investment Opportunities**: The report identifies a list of "smart driving 60" companies that are expected to play a crucial role in the future of AI-driven autonomous driving, presenting potential investment opportunities [9]. Conclusion - The smart driving industry is on the brink of significant transformation, driven by technological advancements, regulatory support, and evolving market dynamics. Companies that adapt quickly and innovate will likely emerge as leaders in this rapidly changing landscape.