机构表示，英伟达推出的新一代人工智能平台、开放模型及其生态体系，有望催生对自动驾驶出租车的 需求，并支撑全球经济增长。 爱建证券表示，预计2026年是汽车高阶智驾技术成熟度、政策法规、用户接受度与商业模式共同突破的 窗口。看好具备算法、数据闭环等全栈自研能力的头部车企或最直接受益于智能化价值提升。 无人驾驶概念6日盘中发力上扬，截至发稿，汉鑫科技30%涨停，万集科技、雷尔伟20%涨停，华测导 航涨超15%，豪恩汽电、星源卓镁等涨超10%。 消息面上，当地时间1月5日，英伟达发布开源AI模型及工具套件Alpamayo系列，包含采用100亿参数架 构的思维链推理VLA模型Alpamayo1，AlpaSim仿真平台及物理AI开放数据集，旨在加速基于推理的新 一代安全自动驾驶技术研发。 ...

Group 1 - The A-share autonomous driving sector experienced significant movement in the afternoon, with Wanjie Technology (300552) seeing a sharp rise and hitting the upper limit [2] - Hanxin Technology surged over 20%, while Haoen Automotive and Alter both increased by more than 10% [2] - The trading volume for the sector reached 1.256 billion [4] Group 2 - Hesai Technology announced that it has been selected by NVIDIA as a lidar partner for the "NVIDIA DRIVE AGX Hyperion 10 platform" [6] - NVIDIA plans to test autonomous taxi services with partners as early as 2027, featuring Level 4 autonomous driving capabilities [7] - NVIDIA's focus on autonomous vehicles is a key growth area, second only to AI, with plans to enhance driving algorithms using advancements in generative AI technology [7]

Group 1 - The smart driving sector experienced a collective surge, with the smart car ETF (159888) rising by 3.59% and several stocks reaching their daily limit up [1] - NVIDIA launched the Alpamayo open-source AI for safe and inference-based autonomous vehicles at CES 2026, introducing a series of models, simulation tools, and datasets to accelerate development [1] - Ping An Securities indicated that the commercialization of smart driving is expected to accelerate by 2026, with recent approvals for L3 vehicle operation conditions marking progress in technology and policy [1] Group 2 - The automotive parts ETF (562700) tracks the CSI Automotive Parts Theme Index, covering various sectors including automotive systems, interiors, electronics, and tires, benefiting from the trends of electrification and intelligence in the automotive industry [2]

Group 1 - The smart driving index experienced a strong surge, indicating a positive trend in the sector [1] - Component stocks showed active performance, with Wanji Technology rising by 12% [1] - Other companies such as Xingmin Zhitong, Beidou Xingtong, Zhejiang Sebao, and Hezhong Shizhuang reached their daily limit up [1]

Core Insights - The A-share market saw a significant rise in autonomous driving concept stocks, driven by Nvidia's announcement of its first open-source inference VLA (Vision-Language-Action) model, Alpamayo 1, which aims to accelerate the development of safe autonomous driving technology [1] Group 1: Stock Performance - Yachuang Electronics surged over 11.24%, with a total market value of 7.39 billion [2] - Suotai Co. increased by 10.06%, reaching a market capitalization of 6.33 billion [2] - Zhejiang Seabow and Hezhong Shizhuang both rose by 10%, with market values of 19.7 billion and 9.936 billion respectively [2] - Yanshan Technology, Leike Defense, and Galaxy Electronics all saw gains close to 10%, with market values of 48.7 billion, 20 billion, and 8.831 billion respectively [2] - Beidou Xingtong and Haon Electric both increased by over 6%, with market values of 28.8 billion and 15.3 billion respectively [2] - Wanjitech rose by 5.45%, with a market value of 7.053 billion [2] Group 2: Technological Advancements - Nvidia's Alpamayo 1 model utilizes a 10 billion parameter architecture to generate trajectories and reasoning processes from video inputs, enabling vehicles to "reason" in complex driving scenarios [1] - The model addresses the challenging "long tail effect" in autonomous driving, allowing vehicles to think through solutions in unexpected situations [1] - The first vehicle equipped with this technology is expected to be on the road in the United States in the first quarter [1]

Group 1 - The A-share market saw a collective surge in autonomous driving concept stocks, with Yachuang Electronics rising over 11% and several other companies hitting the 10% daily limit increase [1][2] - Notable performers included Suofei Co. with a 10.06% increase, Zhejiang Seabow at 10.01%, and Hezhong Shizhuang at 10% [2] - The total market capitalization of Yachuang Electronics reached 7.39 billion, while other companies like Zhejiang Seabow and Hezhong Shizhuang had market caps of 19.7 billion and 9.936 billion respectively [2] Group 2 - Nvidia made a significant advancement in the autonomous driving sector by announcing the open-source release of its first inference VLA (Vision-Language-Action) model, Alpamayo 1, aimed at accelerating the development of safe autonomous driving technology [1][3] - The Alpamayo 1 model features a 10 billion parameter architecture that processes video input to generate trajectories and reasoning processes, addressing complex driving scenarios [3] - The model aims to tackle the challenging "long tail effect" in autonomous driving, enabling vehicles to "think" and find solutions in unexpected situations, with the first vehicle equipped with this technology expected to hit the roads in the U.S. in the first quarter [3]

证券代码：300552 证券简称：万集科技 公告编号：2026-001 北京万集科技股份有限公司 关于对外投资设立湖南合资公司的进展公告 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。 北京万集科技股份有限公司（以下简称"公司""本公司"或"万集科技"）于 2025 年 12 月 19 日召开第五届董事会第二十一次会议，审议通过了《关于对外 投资设立湖南合资公司的议案》，基于公司战略布局，为了更好的拓展车路云一 体化业务，并增强市场开拓及项目承接能力，公司与湖南湘江智能科技创新中心 有限公司、长沙合创未来企业管理合伙企业（有限合伙）、中南大学资产经营有 限公司成立合资公司湖南湘江智联交通科技有限公司，公司以现金出资 510 万元， 占合资公司注册资本的 35.6893%。具体内容详见公司于 2025 年 12 月 20 日在巨 潮资讯网（http：//www.cninfo.com.cn）披露的《关于对外投资设立湖南合资公 司的公告》（公告编号：2025-099）。 近日，湖南湘江智联交通科技有限公司已完成工商设立登记手续，并取得由 湖南湘江新区管理委员会颁发的 ...

证券日报网讯12月29日，万集科技（300552）发布公告称，公司将于2026年1月19日15：00召开2026年 第一次临时股东大会，审议《关于部分募投项目调整投资规模后结项并将节余募集资金永久补充流动资 金的议案》。 ...

登录新浪财经APP 搜索【信披】查看更多考评等级 会议同样以9票同意、0票反对、0票弃权的表决结果，审议通过了《关于召开2026年第一次临时股东会 的议案》。关于此次临时股东会的具体安排，公司将另行发布通知。 备查文件 本次董事会会议的备查文件包括《北京万集科技股份有限公司第五届董事会第二十二次会议决议》。 北京万集科技股份有限公司（证券代码：300552，证券简称：万集科技）于2025年12月29日发布第五届 董事会第二十二次会议决议公告。会议审议通过了关于部分募投项目调整投资规模后结项并将节余募集 资金永久补充流动资金的议案，以及召开2026年第一次临时股东会的议案。 董事会会议召开情况 万集科技第五届董事会第二十二次会议于2025年12月19日以电子邮件方式发出会议通知，并于2025年12 月29日在公司会议室以现场表决方式召开。会议应到董事9名，实到董事9名，符合《公司法》《公司章 程》及相关法律法规的规定。公司高级管理人员列席会议，会议由董事长主持。 会议审议通过多项议案 部分募投项目调整后结项并补充流动资金 会议以9票同意、0票反对、0票弃权的表决结果，审议通过了《关于部分募投项目调整投资规模后结 ...

证券代码：300552 证券简称：万集科技 公告编号：2025-102 北京万集科技股份有限公司 关于部分募投项目调整投资规模后结项并将节余募集资金永久 补充流动资金的公告 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。 北京万集科技股份有限公司（以下简称"万集科技"、"公司"或"本公司"） 于 2025 年 12 月 29 日召开第五届董事会第二十二次会议，审议通过了《关于部 分募投项目调整投资规模后结项并将节余募集资金永久补充流动资金的议案》， 同意公司将向特定对象发行股票募集资金投资项目（以下简称"募投项目"）"自 动驾驶汽车用低成本、小型化激光雷达和智能网联设备研发及产业化建设项目" 调整投资规模后予以结项，并使用结项后的节余募集资金（包括利息收入） 5,416.32 万元（具体金额以资金转出当日银行结息余额为准）永久补充流动资金。 上述事项尚需提交公司股东会审议。东北证券股份有限公司（以下简称"保荐机 构"）亦对该事项出具了无异议的核查意见。现将具体情况公告如下： 一、募集资金基本情况 经中国证券监督管理委员会《关于同意北京万集科技股份有限公司向特定 ...