9月5日，陕西金融监管局网站发布批复，核准于新超比亚迪汽车金融有限公司副总经理任职资格。公司 应要求上述核准任职资格人员严格遵守金融监管总局有关监管规定，自本行政许可决定作出之日起3个 月内到任，并按要求及时报告到任情况。未在上述规定期限内到任的，本批复文件失效，由决定机关办 理行政许可注销手续。 ...

Core Viewpoint - BYD's subsidiary Yangwang Automobile announced that the U8L Ding Shi version will be launched on September 12 [1] Group 1 - The U8L Ding Shi version is part of BYD's strategy to expand its electric vehicle offerings [1] - The launch date is set for September 12, indicating a timely entry into the market [1]

建银国际指，该公司2025年上半年业绩符合预期。收入同比增3%，低于机构及该行预期，主要原因是 客户电子、智能产品慢于预期。纯利同比增14%，符合该行及市场预期。该公司客户电子业务保持稳 定，汽车业务强势，AI服务器和光学组件有推出的产品。零件业务料能见到有意义回升，组装业务维 持稳定。 建银国际发布研报称，上调比亚迪（002594）电子(00285)目标价36.8%，从38港元升至52港元，维 持"跑赢大市"评级。该行表示，略微调整对比亚迪电子的预测，电子业务增长速度降低。相信该公司 2025财年仍处于过渡期，即向综合性零件及组装供应商的目标迈进，并在人工智能等高门槛业务领域获 得更大的销售份额，因此上调目标价。 ...

智通财经APP获悉，建银国际发布研报称，上调比亚迪电子(00285)目标价36.8%，从38港元升至52港 元，维持"跑赢大市"评级。该行表示，略微调整对比亚迪电子的预测，电子业务增长速度降低。相信该 公司2025财年仍处于过渡期，即向综合性零件及组装供应商的目标迈进，并在人工智能等高门槛业务领 域获得更大的销售份额，因此上调目标价。 建银国际指，该公司2025年上半年业绩符合预期。收入同比增3%，低于机构及该行预期，主要原因是 客户电子、智能产品慢于预期。纯利同比增14%，符合该行及市场预期。该公司客户电子业务保持稳 定，汽车业务强势，AI服务器和光学组件有推出的产品。零件业务料能见到有意义回升，组装业务维 持稳定。 ...

Core Viewpoint - Huaxin Jingke (603370.SH) has been listed on the Shanghai Stock Exchange, focusing on the research, production, and sales of precision stamping products, particularly precision stamping iron cores and related molds [1][4]. Company Overview - Huaxin Jingke specializes in precision stamping iron cores, which include various types such as those for electric vehicle drive motors, micro-special motors, electrical equipment, and ignition coils [6]. - The company supplies major automotive parts manufacturers, motor manufacturers, and electrical equipment manufacturers both domestically and internationally [6]. Financial Performance - The projected revenues for Huaxin Jingke from 2022 to 2024 are approximately 1.192 billion, 1.189 billion, and 1.421 billion yuan, with corresponding net profits of about 114 million, 156 million, and 150 million yuan [6]. - For the first half of 2025, the company achieved total revenue of 752 million yuan, representing a year-on-year growth of 19.40%, and a net profit of 98.34 million yuan, up 13.52% year-on-year [6]. Market Position - Huaxin Jingke ranks among the top three manufacturers in the global and Chinese automotive iron core market from 2021 to 2023 [6]. - The precision stamping iron core business consistently accounts for over 90% of the company's revenue, with electric vehicle drive motor iron cores making up more than 50% of this revenue [6]. Investment and Growth Strategy - The company plans to invest 4.45 billion yuan in expanding production capacity for electric vehicle drive motor iron cores, 670 million yuan in a precision stamping and mold R&D center, and 200 million yuan to supplement working capital [4][8]. - The expansion project aims to add an annual production capacity of 1 million sets of high-end drive motor rotor and stator iron cores, targeting the high-end market [7]. Client Base and Certifications - Huaxin Jingke has secured contracts with notable clients such as BYD, Huichuan Technology, Valeo, and BorgWarner for its electric vehicle drive motor iron cores [7]. - The company holds 80 authorized patents and has received certifications as a high-tech enterprise and a national-level specialized and innovative "little giant" enterprise [7]. Production Capacity Utilization - The capacity utilization rates for the company's electric vehicle drive motor iron cores were 84.98%, 48.71%, and 60.97% from 2022 to 2024, while the rates for micro-special motor iron cores were 43.4%, 41.43%, and 66.59% during the same period [8].

比亚迪方程豹汽车：与瑞幸咖啡达成战略合作。 ...

消息称 DeepSeek 正开发更先进模型：具备 AI 智能体能力，剑指年底发布 OpenAI 向免费用户开放 ChatGPT Projects 9 月 4 日消息，OpenAI 宣布，正式向免费用户开放 ChatGPT Projects 服务。 ChatGPT Projects 发布于去年年底，它整合了 Canvas 以及 ChatGPT Search 网络连接，可帮助用户将不同类别的对话整理进专用的主题文件夹中，告别以 往杂乱、难以检索的对话记录，打造专属于某个话题的「对话空间」。 例如，用户可在开始论文方面的对话前启用这项功能，并将主题项目命名、加上容易记忆的图标，然后就可以与 ChatGPT 开始对话，还可以在对话时随 意添加文件、增加自定义指令，还能够限制对话记忆不「跑出」文件夹，避免在开展不同领域的对话时被以前的记忆影响。（来源：IT 之家） 9 月 4 日消息，彭博社援引知情人士消息称，DeepSeek 正在开发一款具备更先进 AI 智能体功能的人工智能模型，意在与 OpenAI 等美国竞争对手在技术 新前沿展开竞争。 该公司正在打造的模型能够在用户仅提供最少指令的情况下，代表用户完成多步操作， ...

9月5日，沪市主板的华新精科（603370.SH）上市。该公司专注于精密冲压领域产品的研发、生产和销 售，主要产品为各类精密冲压铁芯及与铁芯生产相关的精密冲压模具。 打新早知道 Est Un Descrip 2021年 2022年 2023年 归母净利润(亿元) ■ 营业收入(亿元) = 一归母净利润同比增长率 -- 曹收同比增长率 | 募集资金投资方向 | 拟投入募集资金金额 (亿元) | 日比 | | --- | --- | --- | | 新能源车用驱动电机铁芯扩建项目 | 4.45 | 62.44% | | 精密冲压及模具研发中心项目 | 0.67 | 9.47% | | 补充流动资金项目 | 2.00 | 28.09% | 新股特点 公司是国内精密冲压铁芯领域的代表性厂商 注:机构报价为剔除无效报价和最高报价后，公募基金、社保基金、养老金、年金基金、保险资金和合格境外投 资者的报价中位数。 2.0 -20% 0.0 | 今日上市 | | | | | --- | --- | --- | --- | | 603370.SH 华新精科 | | | | | 发行价(元/股) | 机构报价(元/股) | 市值 ...

中国广告协会：呼吁对无底线的汽车广告营销"踩刹车" 据北京日报，9月4日，针对一些汽车厂商在广告和营销宣传中的问题引起公众质疑，中国广告协会发文 呼吁，汽车厂家、经销商和营销机构千万不能忽略法律和道德的基本底线，要给正常的广告和营销传播 系上法律和道德的"安全带"，汽车厂商和社会要对无底线的广告和营销传播踩下"刹车板"。 比亚迪：8艘滚装船中已有7艘投入运营 比亚迪在机构调研时表示，比亚迪在全球布局超112个国家和地区，2025年上半年在意大利、土耳其、 西班牙、巴西等多个国家新能源（汽车）销量第一。此外，比亚迪8艘滚装船中已有7艘投入运营。 将年度销量目标下调16%？比亚迪：不予回应 日产进出口（广州）有限公司成立，注册资本10亿 知情人士：捷达品牌新合资公司计划四季度成立 据智通财经，从知情人士处获悉，将引入地方投资的捷达新合资公司计划于今年四季度成立。不过该人 士并未透露投资方的具体信息。8月28日，大众汽车集团（中国）、一汽集团与成都经济技术开发区正 式签署《捷达事业发展合作协议》，宣布将在一汽-大众成都生产基地的布局基础上，通过引入本地投 资，成立捷达品牌新公司。 禾赛科技：再获美国Motional ...

Group 1: DeepSeek's AI Model Development - DeepSeek is developing a more advanced AI model with intelligent agent capabilities, aiming for a release by the end of this year to compete with U.S. rivals like OpenAI [1][2] - The new model will allow users to perform multi-step operations with minimal instructions and will learn and improve based on past actions [1] - DeepSeek's previous R1 model, launched in January, disrupted the tech industry with its human-like reasoning capabilities, developed at a cost of only a few million dollars [2] Group 2: ByteDance's Employee Incentives - ByteDance has issued stock option allowances to employees in its Seed department, focusing on large model technology, with monthly values ranging from 90,000 to 135,000 yuan [7][8] - The first tranche of options is calculated at a price of $189.9 per share, below the company's latest repurchase price of $200, allowing employees to acquire more options [7] - The Seed team, established in 2023, is researching various AI technologies, including LLMs and AI infrastructure, with their developed models supporting over 50 applications [8] Group 3: Xiaomi's Recruitment Strategy - Xiaomi has welcomed 7,000 new graduates this year, emphasizing their importance for the company's future development over the next decade [9] - The company has created a youth apartment complex to enhance employee satisfaction, offering affordable living arrangements for new hires [9] Group 4: Figure's Robotics Advancements - Figure has demonstrated its robot's ability to operate a dishwasher, showcasing its advanced manipulation skills in handling various types of dishes [10][12] - The robot's previous capabilities included sorting packages, and it has now expanded its skill set to include folding towels and clothes [10] Group 5: BYD's Sales Target Adjustment - Reports suggest that BYD has lowered its 2025 sales target by 16%, from 5.5 million to 4.6 million vehicles, though the company has declined to comment on this [11] - As of August, BYD's cumulative sales of electric vehicles reached approximately 2.86 million, reflecting a year-on-year growth of 23% [11] Group 6: Porsche's Electric Vehicle Innovations - Porsche has announced that its upcoming electric Cayenne will support wireless charging, allowing owners to charge their vehicles without cables [13][14] - The charging system will have a power output of up to 11 kW and will automatically adjust the vehicle's height for optimal alignment with the charging pad [14] Group 7: Huawei's Product Launch - Huawei unveiled the Mate XTs, an upgraded version of its foldable smartphone, featuring enhancements in intelligence and imaging while maintaining a large screen size [15][17] Group 8: Mercedes-Benz's New Model Announcement - Mercedes-Benz is set to launch a new convertible version of the G-Class, which will feature a pickup truck design [19][20] - The new model is expected to debut at the Munich Motor Show and will be available for global sales [20] Group 9: Gaming Industry Update - The highly anticipated game "Hollow Knight: Silksong" has been released, causing a surge in traffic on the Steam platform, which experienced outages due to high demand [22] - The game, a sequel to "Hollow Knight," has been one of the most awaited titles since its announcement in 2019 and has faced multiple delays [22]