作者：行情君 大事提醒： 8月14日，亿咖通科技将披露2025财年中报（数据来源于纳斯达克官网，预计披露日期为美国当地时 间，实际披露日期以公司公告为准）。 资料显示，亿咖通科技控股公司正在将车辆转变为无缝集成的信息、通信和运输设备。它通过快速推进 智能移动的核心技术,塑造了人与车之间的互动。ECARX目前的核心产品包括信息娱乐主机、数字驾驶 舱、车辆芯片组解决方案、核心操作系统和集成软件堆栈。除此之外,ECARX正在开发一个全栈汽车计 算平台。 本文源自：金融界 7月31日，亿咖通科技(ECX)开盘上涨4.29%，截至21:30，报1.7美元/股，成交1216.25万美元，总市值 6.30亿美元。 财务数据显示，截至2025年03月31日，亿咖通科技收入总额12.22亿人民币，同比增长30.35%；归母净 利润-1.88亿人民币，同比增长34.35%。 ...

Group 1 - The core viewpoint of the article highlights the financial performance and market position of ECARX, indicating a positive growth trajectory in revenue and net profit [1][2] - As of July 30, ECARX's stock price increased by 2.15%, reaching $1.665 per share, with a total market capitalization of $617 million [1] - Financial data shows that by March 31, 2025, ECARX is projected to achieve total revenue of 1.222 billion RMB, representing a year-on-year growth of 30.35%, while the net profit attributable to the parent company is expected to be -188 million RMB, reflecting a year-on-year increase of 34.35% [1] Group 2 - A significant event reminder indicates that ECARX will disclose its mid-year report for the fiscal year 2025 on August 14, with the actual disclosure date subject to company announcement [2] - ECARX is focused on transforming vehicles into seamlessly integrated information, communication, and transportation devices, advancing core technologies for smart mobility [2] - The company's current core products include infotainment systems, digital cockpits, vehicle chip solutions, core operating systems, and integrated software stacks, along with the development of a full-stack automotive computing platform [2]

Core Insights - ECARX Holdings Inc. showcased its AI-driven intelligent cockpit and driving solutions at the 2025 World Artificial Intelligence Conference, emphasizing its leadership in software-defined vehicles [1] - The Antora series computing platform is recognized for its seamless integration of intelligent cockpits, assisted driving, and parking, setting new industry benchmarks for cost-effectiveness and safety [2] - ECARX's advancements in generative AI and multi-modal interaction were highlighted, with applications like ECARX AutoGPT and ECARXperience redefining in-vehicle interactions [4] Company Overview - ECARX is a global automotive technology provider offering turnkey solutions for next-generation smart vehicles, including system on a chip (SoC) and central computing platforms [7] - Founded in 2017 and listed on Nasdaq in 2022, ECARX has over 1,800 employees across 12 locations globally and its products are present in over 8.7 million vehicles [8] Product and Technology Highlights - The Antora computing platform is utilized in flagship vehicles such as Geely Galaxy and Lynk & Co, sold in over 20 markets, showcasing its value for automakers [3] - The integration of intelligent cockpits and advanced driver assistance systems positions ECARX as a key player in the shift towards fully intelligent mobility [5] Leadership and Vision - The CEO of ECARX emphasized the role of AI foundation models and intelligent system integration in transforming vehicle capabilities, aiming to empower automakers in their innovation efforts [6]

Core Insights - ECARX Holdings Inc. announced the global launch of the Volvo EX30 Cross Country compact electric SUV, powered by its Cloudpeak® software stack, which began sales in China on July 17, 2025, following its European launch in February 2025 [1][2]. Company Overview - ECARX is a global automotive technology provider that offers turnkey solutions for next-generation smart vehicles, including system on a chip (SoC), central computing platforms, and software [4]. - Founded in 2017 and listed on Nasdaq in 2022, ECARX has over 1,800 employees across 12 major locations worldwide, with its products present in over 8.7 million vehicles [5]. Product and Market Adaptation - The Cloudpeak® software stack is designed to be highly flexible, allowing automakers to adapt their products for different regional markets, integrating Google Automotive Services for Europe and Android Automotive OS for China [2]. - The EX30 Cross Country has sold over 100,000 units globally as of January 2025, showcasing the effectiveness of ECARX's scalable solutions in meeting diverse market requirements [3].

Core Insights - ECARX Holdings Inc. has signed a strategic cooperation agreement with Monolithic Power Systems, focusing on automotive intelligence and robotics, aiming to establish a global supply chain and intelligent industrial ecosystem [1][2] - The partnership will enhance product adaptation, validation, and system optimization, reducing development cycles and accelerating time-to-market for customers [2] - MPS will leverage its global R&D and engineering support to help ECARX build a resilient supply chain and accelerate product rollout, supporting ECARX's global expansion strategy [2][4] Company Overview - ECARX is a global automotive technology provider delivering turnkey solutions for next-generation smart vehicles, including system on a chip (SoC) and central computing platforms [5] - Founded in 2017 and listed on Nasdaq in 2022, ECARX has over 1,800 employees across 12 locations and its products are present in over 8.7 million vehicles worldwide [6] Partner Overview - Monolithic Power Systems, founded in 1997, specializes in high-performance semiconductor-based power electronics solutions, focusing on reducing energy and material consumption [7] - MPS is recognized for its deep system-level knowledge, semiconductor expertise, and innovative technologies, enabling reliable and energy-efficient solutions across various sectors [3][7]

Core Insights - ECARX Holdings Inc. has received ISO9001, ISO14001, and ISO45001 certifications, highlighting its commitment to quality, environmental management, and occupational health and safety [1][2][4] - These certifications are essential for collaboration with leading automakers and enhance ECARX's competitive positioning in the global automotive market [2][3][5] - The certifications facilitate entry into developed markets with stringent standards, allowing ECARX to integrate more effectively with global automotive platforms [3][4] Group 1 - The ISO certifications cover the entire lifecycle of intelligent cockpit and intelligent driving solutions, reinforcing ECARX's long-term investment in safe and efficient technologies [1][4] - ECARX's solutions currently power over 8.7 million vehicles worldwide, indicating a significant market presence [3][6] - The certifications will support future product releases beyond the automotive sector as ECARX expands into AI, robotics, and embodied-intelligence applications [4][5] Group 2 - Ziyu Shen, Chairman and CEO of ECARX, emphasized that these certifications enhance the company's competitive positioning and strengthen trust among global automakers [5] - Founded in 2017 and listed on Nasdaq in 2022, ECARX has over 1,800 employees across 12 major locations globally [6]

Core Viewpoint - ECARX Holdings Inc. has entered into a global strategic partnership with Samsung Group to enhance the commercialization of automotive intelligence technologies and create a sustainable open technology ecosystem [1][2] Group 1: Partnership Details - The partnership aims to leverage the complementary strengths of both companies in technological innovation and engineering [2] - Focus areas include the integration of Samsung's advanced technologies, such as next-generation displays and high-speed memory, into ECARX's product offerings [2] - The collaboration will develop intelligent solutions for vehicles, smartphones, wearables, robots, and other connected devices, diversifying ECARX's applications beyond automotive intelligence [2] Group 2: Achievements and Innovations - ECARX and Samsung have successfully integrated Samsung's display products into multiple intelligent cockpit systems for automotive clients [3] - The companies have pioneered the integration of automotive-grade LPDDR5 memory in ECARX's Antora® computing platform and Skyland® intelligent driving solution, which are deployed in various vehicles globally [3] Group 3: Strategic Vision - Ziyu Shen, Chairman and CEO of ECARX, emphasized that deepening the partnership with Samsung is a significant milestone in the company's global strategy, providing opportunities for new growth drivers [4] - The strategy aims to enhance the product matrix of integrated, cost-effective solutions for the automotive market while also tapping into robotics and AI applications [4] Group 4: Company Overview - ECARX is a global automotive technology provider specializing in turnkey solutions for next-generation smart vehicles, including system on a chip (SoC) and central computing platforms [5] - Founded in 2017 and listed on Nasdaq in 2022, ECARX has over 1,800 employees across 12 major locations and its products are present in over 8.7 million vehicles worldwide [6]

Core Viewpoint - Mercedes-Benz is actively working to enhance its smart technology capabilities by partnering with Geely's subsidiaries, Yika Tong and Meizu, to integrate the Flyme Auto system into its vehicles, starting with the long-wheelbase E-Class model set to launch in 2027 [3][4][10]. Group 1: Partnership and Product Development - Mercedes-Benz has collaborated with Yika Tong and Meizu to incorporate the Flyme Auto system into its vehicles, indicating a strategic move to address its shortcomings in smart technology [3][10]. - The first model to feature Flyme Auto will be the long-wheelbase E-Class, with expectations for its release in 2027 [4]. - Yika Tong, a subsidiary of Geely, focuses on creating a comprehensive automotive platform and has expanded its offerings to include smart driving and core components [6][7]. Group 2: Market Performance and Strategy - Mercedes-Benz's sales in China have been declining, with a nearly 7% drop in cumulative new car deliveries in 2024 and a 14% decline in the first half of the year [12]. - The partnership with Yika Tong and Meizu aims to halt this downward trend by enhancing the smart features of its vehicles [10][12]. - Flyme Auto has previously improved the user experience for Geely vehicles, suggesting potential benefits for Mercedes-Benz in terms of customer satisfaction and sales [13][14]. Group 3: Technological Advancements - Flyme Auto, launched in March 2023, features advanced capabilities such as a 7nm chip, seamless connectivity, and a user-friendly interface that integrates mobile and automotive functions [13][14]. - The upcoming Flyme Auto 2.0 version will further optimize AI and design aspects, enhancing the overall user experience [15]. - Mercedes-Benz's current vehicle lineup includes the third-generation MBUX system, which has been upgraded with new features to improve user interaction and navigation [18][19]. Group 4: Future Outlook - Mercedes-Benz plans to launch the new electric CLA in 2025, which will feature the new MB.OS operating system, aimed at improving update frequency and integrating advanced AI capabilities [21][22]. - The collaboration with local suppliers like Yika Tong and Meizu reflects Mercedes-Benz's strategy to adapt to the rapidly evolving smart technology landscape in China [26]. - The success of these partnerships will depend on the timely implementation of new technologies and meeting the high expectations of consumers accustomed to advanced smart features from domestic brands [27][28].

Core Insights - Mercedes is collaborating with Geely's subsidiaries, Yikaton and Meizu, to integrate the Flyme Auto system into its vehicles, starting with the long-wheelbase E-Class set to launch in 2027, aiming to enhance its smart technology capabilities in the Chinese market [1][2][5] Group 1: Collaboration and Product Development - The first model to feature Flyme Auto was the Lynk & Co 08 EM-P, launched in 2023, which has contributed to improving sales and brand reputation for Geely [2][3] - Flyme Auto has been adopted in 23 Geely models as of May 2023, with total sales exceeding 1.16 million units by mid-June 2023 [4][5] - The partnership with Geely is a strategic move for Mercedes to maintain competitiveness in the fuel vehicle segment in China, where it has faced declining sales [5][6] Group 2: Market Performance and Challenges - Mercedes reported a nearly 7% year-on-year decline in new car deliveries in China for 2024, with a 14% drop in the first half of the year [3][6] - The collaboration with local suppliers like Meizu and Yikaton is part of Mercedes' strategy to adapt to the rapidly evolving smart technology landscape in China [10] - The upcoming MB.OS system, set to launch in 2025, aims to enhance the user experience with features like continuous updates and advanced AI capabilities, but current fuel models cannot support this system [7][9] Group 3: Technological Advancements - Flyme Auto features a 7nm chip, supporting seamless integration of mobile and automotive functions, which is a significant upgrade for Mercedes' existing systems [3][8] - The third-generation MBUX system in current Mercedes models includes advanced features like a voice assistant with improved response times and enhanced navigation capabilities tailored for the Chinese market [6][8] - The collaboration with local tech firms is seen as a necessary step for Mercedes to keep pace with domestic brands that are rapidly advancing in smart vehicle technology [10]

Core Insights - ECARX Holdings Inc. has released a white paper detailing the integration of Google Automotive Services (GAS) into its infotainment systems for Volvo EX30 and Polestar 4 vehicles, highlighting a significant reduction in integration time [1][2][7] Group 1: Google Automotive Services Integration - GAS is built on Android Automotive OS and provides essential services like Google Maps, Google Play Store, and Google Assistant, enhancing in-vehicle experiences [2][3] - The integration process typically requires 12-18 months for GAS certification, but ECARX has managed to halve this time through a proactive, test-driven approach [4][5] - The first GAS certification for the Volvo EX30 was completed in 10 months, while the second for the Polestar 4 was achieved in just 8 months [7] Group 2: Technical Innovations - ECARX utilized a dedicated "test farm" to run over 1.6 million automatic test cases, allowing for rapid identification and resolution of issues [6] - The integration of the xTS suite into CI/CD pipelines enabled immediate detection of potential regressions, streamlining the certification process [6] Group 3: Company Overview - ECARX is a global automotive technology provider, offering full-stack solutions for next-generation smart vehicles, including system on a chip (SoC) and central computing platforms [10] - Founded in 2017 and listed on Nasdaq in 2022, ECARX employs over 1,800 people across 12 locations worldwide and has products in over 8.7 million vehicles [11]