素材赋能而非替代 审美取舍定胜负 在AI技术迅猛渗透各行业的浪潮下，汽车设计领域正经历从创意生成到流程重构的深刻变革。阿尔特作为深耕汽车设计研发二十余年的企业， 其推出的"太乙"AI系列产品引发行业广泛关注。近日，在该产品发布活动现场，阿尔特汽车技术股份有限公司副总裁、AI.X Lab负责人，北京阿尔 特太乙人工智能总经理刘亚彬，阿尔特汽车造型负责人王师羽就AI赋能汽车设计的核心优势、数据资产价值、商业化路径、行业影响及未来布局等 关键问题展开解读，揭示了行业变革的现实路径与未来方向。 相较于通用AI模型，阿尔特发布的新模型具有针对汽车领域更专业的AI能力。 王师羽对媒体表示，以造型设计为例，通用模型不难实现趣味性的创意生成，但要精准满足专业交付要求却几乎不可能，核心症结在于缺乏专业领域训 练。"我们的优势在于基于底座大模型，将汽车设计的专业知识深度灌注其中，让AI理解设计逻辑、零部件要求等行业标准。在垂直领域，只有让AI清晰掌 握行业的工作方式、标准和要求，它才能精准适配实际需求，否则脱离专业训练的AI始终无法胜任专业交付。" 针对汽车设计行业百年发展中凸显的审美疲劳问题，王师羽解读了AI的创意赋能价值。她 ...

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 600676 | 交运股份 | 5.83 | 2.46% | 7.99万 | | 4631.88万 | | 300825 | 阿尔特 | 9.67 | 1.79% | 6.76万 | | 6503.47万 | | 000701 | 厦门信达 | 6.93 | 1.17% | 44.43万 | | 3.07亿 | | 601965 | 中国汽研 | 17.39 | 0.99% | 4.46万 | | 7720.92万 | | 301215 | 中汽股份 | 6.87 | 0.73% | 14.02万 | | 9608.31万 | | 600822 | 上海物贸 | 11.05 | 0.64% | 5.82万 | | 6430.09万 | | 600653 | 申华控股 | 1.94 | 0.52% | 16.13万 | | 3126.23万 | | 000757 | 浩物股份 | 5.00 | 0.40% | 6.87万 | | 34 ...

Core Viewpoint - The conference highlighted the deep application of large models in research and production within the automotive industry, aiming to create a grand blueprint for the intelligent transformation of the sector [2][7]. Group 1: Product System Launch - The new product system "AI + Digital Intelligence Creation" was officially launched by the Vice President of Altec Automotive Technology Co., Ltd., Liu Yabin, which includes intelligent large models, intelligent agents, and creative tools [3]. - The product system consists of three core modules: the automotive research knowledge large model "Yuanfang," which significantly reduces design iteration time from weeks to hours; the "Yufeng" aerodynamic AI system that shortens development cycles by 2 months and reduces costs; and the "Taiyi" 3.0 version of the styling AI that enhances design capabilities and supports real-time collaboration [4]. Group 2: Establishment of the Ecological Matrix - Altec, in collaboration with Modus World, initiated the "Ecological Matrix," featuring ten core partners including Baidu, Tsinghua University, and Siemens, aiming to integrate resources across technology development, platform operation, application scenarios, capital institutions, and academic research [5]. - Representatives from core ecological partners discussed the deep integration of AI and industry, emphasizing the importance of data governance and security as foundational elements for the future of intelligence [5]. Group 3: Vision for the "AI Native" Era - A roundtable forum featured industry leaders discussing the fundamental changes AI brings to automotive research, with a consensus that "AI native" thinking is permeating the entire research process, requiring collaborative efforts across the industry to address challenges and seize opportunities [6][7]. - Altec expressed its commitment to continuous innovation in AI technology and aims to leverage the conference as a new starting point to drive breakthroughs in "AI + Digital Intelligence Creation" for the intelligent transformation of the manufacturing industry [7].

Core Viewpoint - The automotive service sector experienced a slight increase of 0.28% on December 24, with Xiamen Xinda leading the gains. The Shanghai Composite Index closed at 3940.95, up 0.53%, while the Shenzhen Component Index closed at 13486.42, up 0.88% [1]. Group 1: Stock Performance - Xiamen Xinda (000701) closed at 6.85, up 4.58%, with a trading volume of 489,100 shares and a transaction value of 332 million yuan [1]. - Other notable performers include Alter (300825) at 9.50, up 1.39%, and Zhongqi Co. (301215) at 6.82, up 1.04% [1]. - The automotive service sector stocks showed mixed performance, with some stocks like China Automotive Research (601965) and Guoji Automotive (600335) experiencing slight declines [1]. Group 2: Capital Flow - The automotive service sector saw a net outflow of 3.89 million yuan from main funds, while retail funds experienced a net inflow of 20.03 million yuan [2]. - The main funds showed a positive net inflow in stocks like Zhongqi Co. (301215) with 9.59 million yuan, while Xiamen Xinda (000701) had a net inflow of 7.28 million yuan [3]. - Conversely, stocks like Jiewu Co. (000757) and China Automotive Research (601965) faced significant net outflows from main funds [3].

Core Insights - The event "Strong Chain Gathering, Intelligent Action" hosted by Altec focuses on the deep integration of AI and manufacturing, highlighting the industry's commitment to collaborative innovation and the construction of a secure industrial ecosystem [1] Group 1: AI Product Launch - Altec has officially launched its new product system "AI + Digital Intelligence Creation," which includes three core modules: the automotive R&D knowledge model "Yuanfang," the AI-driven "Fangcun" product, and the aerodynamic AI system "Yufeng" [2][3] - The "Yuanfang" model significantly reduces design iteration time from weeks to hours and enhances efficiency through intelligent review and knowledge accumulation [2] - The "Fangcun" product integrates AI with digital prototypes, enabling high-performance computing and automatic detection of component gaps, thus improving engineering efficiency and reducing costs [2] Group 2: AI in Automotive Design - The "Yufeng" aerodynamic AI system can predict wind resistance in real-time during the design phase, shortening development cycles by two months and significantly lowering costs [3] - The upgraded "Taiyi" 3.0 version of the styling AI has evolved into a comprehensive automotive R&D design platform, enhancing collaborative efficiency and supporting multi-modal design processes [3] Group 3: Ecosystem Formation - Altec has initiated an "Ecological Matrix" in collaboration with Modus World, marking the establishment of a partnership with ten core partners, including Baidu and Tsinghua University, to create a vibrant industrial ecosystem [4] - The focus of the ecosystem is on integrating technology development, platform operation, application scenarios, and academic research to foster innovation and collaboration [4] Group 4: Future Directions - Altec aims to leverage the product launch and ecosystem conference as a new starting point to deepen AI technology research and application, contributing to the intelligent transformation of the manufacturing industry and the construction of a stable industrial supply chain [5]

Group 1 - The conference "Strong 'Chain' Gathering, Moving Towards 'Intelligence' - Altec's 'AI + Digital Intelligence Creation' Product Launch and Modular World Ecological Rainforest Conference" emphasizes the deep application of large models in R&D and the evolution of robotic intelligence, showcasing a commitment to collaborative innovation in the automotive industry [1] - Altec Automotive Technology Co., Ltd. announced the launch of its new product system "AI + Digital Intelligence Creation," which includes intelligent large models, intelligent agents, and creative tools, marking a significant step in reshaping automotive R&D paradigms through AI technology [1] Group 2 - The industry consensus has shifted from individual enterprises to "ecosystems," leading to the establishment of an ecological matrix initiated by Altec and Modular World, with a formal launch ceremony for core partners including 10 key organizations [2] - Core partners such as Baidu Famo, Tsinghua University Intelligent Industry Research Institute, and Stardust Data shared insights on the deep integration of AI and industry, emphasizing the importance of data governance and security as foundational elements for the future of intelligence [2] Group 3 - A roundtable forum discussed whether the "AI-native" era in automotive design and R&D represents a disruptive revolution or a gradual evolution, with industry experts analyzing the fundamental changes brought by AI across various dimensions [3] - The consensus among industry leaders is that "AI-native" thinking is gradually permeating the entire R&D process, indicating that this transformation possesses both disruptive and incremental characteristics, necessitating open collaboration across the industry chain to address challenges and seize opportunities [3]

Core Insights - The automotive industry is undergoing a significant transformation driven by artificial intelligence, with companies like Alt (300825.SZ) leading the charge in integrating AI into automotive design and development processes [1][4]. Group 1: AI Strategy and Product Launch - Alt has actively explored innovative models that integrate knowledge engineering, automotive design data, and AI models since announcing its AI strategy in 2023 [1]. - The company launched a new product system called "AI + Digital Intelligence Creation," featuring three core AI products aimed at reshaping the foundational logic of automotive research and development [2][3]. Group 2: Key AI Products - The "Yuanfang" knowledge model serves as an "intelligent assistant" for engineers, significantly reducing design iteration time from weeks to hours through capabilities like drawing analysis and intelligent review [3]. - The "Fangcun" product integrates AI with digital prototypes, utilizing cloud computing to enhance performance and automate gap and interference detection, thereby improving engineering efficiency and reducing costs [3]. - The "Yufeng" aerodynamic AI system predicts wind resistance in real-time during the design phase, shortening development cycles by two months and lowering costs [3]. - The "Taiyi" 3.0 version of the styling AI has evolved into a comprehensive automotive design platform, enhancing collaborative capabilities and integrating various design processes [3]. Group 3: Ecosystem Development - Alt has established an "ecological matrix" in collaboration with Modus World, uniting key industry players to create a vibrant and innovative ecosystem [5][6]. - The company emphasizes that competition in the intelligent era is shifting from individual enterprises to healthy ecological systems, highlighting the importance of collaboration and innovation [5]. - Alt aims to deepen AI technology research and application, accelerating the transformation of the automotive industry towards intelligent manufacturing and enhancing supply chain stability [6].

Core Viewpoint - The company, Altec Automotive Technology Co., Ltd., has experienced a significant decline in stock price and profitability, indicating potential challenges in its business operations and market position [1][2]. Group 1: Stock Performance - On December 23, Altec's stock price fell by 2.08% to 9.40 CNY per share, with a total market capitalization of 4.682 billion CNY [1]. - Year-to-date, Altec's stock has decreased by 16.81%, with a recent 5-day increase of 1.51%, but a 20-day decline of 9.09% and a 60-day decline of 18.40% [1]. Group 2: Financial Performance - For the period from January to September 2025, Altec reported a revenue of 736 million CNY, reflecting a year-on-year growth of 19.30% [2]. - The company's net profit attributable to shareholders was -151 million CNY, showing a drastic year-on-year decrease of 12,246.62% [2]. Group 3: Shareholder Information - As of September 30, 2025, Altec had 31,500 shareholders, an increase of 6.69% from the previous period, while the average number of circulating shares per person decreased by 6.27% to 15,400 shares [2]. - Notably, Hong Kong Central Clearing Limited and the China Europe Innovation Theme Mixed Fund (LOF) A (501081) have exited the list of the top ten circulating shareholders [2]. Group 4: Business Overview - Altec, established on May 23, 2007, and listed on March 27, 2020, specializes in the design of fuel and new energy vehicles, with 87.68% of its revenue coming from new energy vehicle design [1]. - The company operates within the automotive services sector and is associated with concepts such as digital twins, data elements, rural revitalization, AI models, and AI multimodal [1].

Core Viewpoint - The stock of Alter has shown a mixed performance, with a recent increase in price but a significant decline over the year, indicating potential volatility and investor sentiment shifts [2]. Group 1: Stock Performance - As of December 22, Alter's stock price increased by 2.00% to 9.68 CNY per share, with a trading volume of 24.66 million CNY and a turnover rate of 0.53%, resulting in a total market capitalization of 4.82 billion CNY [1]. - Year-to-date, Alter's stock has decreased by 14.34%, with a 2.76% increase over the last five trading days, a 5.93% decline over the last 20 days, and a 17.41% drop over the last 60 days [2]. Group 2: Company Overview - Alter Automotive Technology Co., Ltd. was established on May 23, 2007, and went public on March 27, 2020. The company is located in Beijing Economic and Technological Development Zone and specializes in the design of fuel and new energy vehicles, along with related technical services [2]. - The revenue composition of Alter includes 87.68% from new energy vehicle design, 11.73% from fuel vehicle design, and 0.59% from other services [2]. Group 3: Financial Performance - For the period from January to September 2025, Alter reported a revenue of 736 million CNY, reflecting a year-on-year growth of 19.30%. However, the net profit attributable to shareholders was -151 million CNY, a drastic decrease of 12,246.62% compared to the previous year [2]. - As of September 30, 2025, the number of shareholders increased to 31,500, up by 6.69%, while the average circulating shares per person decreased by 6.27% to 15,400 shares [2]. Group 4: Institutional Holdings - As of September 30, 2025, Hong Kong Central Clearing Limited and the China Europe Innovation Theme Mixed Fund (LOF) A (501081) have exited the list of the top ten circulating shareholders of Alter [2].

据了解，原合同签署于2024年8月26日，HDI拟向四川阿尔特采购专用混合动力变速器产品（DHT），合同总金额预计不低于人民币14.51亿元（不含税）， 曾被视为阿尔特拓展海外业务的重要举措。 此次签署的《终止协议》明确，自协议生效之日起，原合同终止履行，双方不存在任何争议或潜在争议，互不承担违约责任，亦无未了结的债权债务关系 （如有相关权利双方均予以放弃）。同时，原合同项下所有设备、技术文件及商业信息已按约定归还或销毁，包括保证、保密、知识产权等在内的衍生义务 也已终止，双方不再基于原合同提出任何索赔主张。 12月15日，阿尔特发布公告称，其控股子公司四川阿尔特新能源汽车有限公司（以下简称"四川阿尔特"）与HDI TRADING CO., LIMITED（以下简 称"HDI"）正式签署《终止协议》，双方一致同意终止此前签署的专用混合动力变速器产品（DHT）采购合同，此次合同终止系受HDI最终客户所在地区市 场环境影响，经友好协商后达成一致。 关于《终止协议》的争议解决条款，公告显示，协议受新加坡法律管辖及解释，若双方就协议相关争议未能在30日内友好协商解决，将提交国际商会国际仲 裁院按规则进行仲裁，仲裁地为 ...