专题：深交所2025全球投资者大会：新质生产力 投资中国新机遇——开放创新的深圳市场 炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 5月19日，在"新质生产力 投资中国新机遇——开放创新的深圳市场"主题引领下，2025全球投资者大会 于鹏城盛大启幕。启明创投创始主管合伙人邝子平出席首日论坛，并作《创投资本与新质生产力发展》 主旨演讲。 邝子平表示，中国过去20年的出口，已经从传统的最大的品类是纺织等等制品，变成现在的第一大品类 是机器、机械、电气设备、消费电子及其零部件等等，占到了全年出口总额的42%。而增长最快的品类 是车辆、航空、船舶运输，特别是中国的新能源电动车展现出强劲的全球竞争力。大大小小的企业都在 走向世界。总结的话，在改革开放的早年，通过十年、二十年的时间我们向世界证明了中国的制造能 力、中国的制造质量；中国的科技企业通过过去几年一步一步走向世界，也向世界证明了其强大的竞争 力。而对一个国家科技产品的认同，对一个国家科技企业的认同，所需要的时间、能力远超过一个国家 的制造能力要走过的这段时间。中国的科技企业、中国的新质生产力的能力，通过过去十几年的努力， 已经走出了这 ...

禾赛科技今日宣布，获得长城旗下新能源品牌欧拉汽车下一代车型独家定点合作。搭载禾赛激光雷达的 欧拉车型预计将于今年内量产并逐步交付至用户。未来，禾赛将继续与长城旗下包括欧拉、魏牌在内的 多个汽车品牌紧密合作，共同推动激光雷达技术普及，通过"隐形的安全气囊"。(智通财经) ...

Core Viewpoint - Hesai Group, a leader in lidar solutions, is set to report its first quarter 2025 unaudited financial results on May 26, 2025, after U.S. market close [1]. Group 1: Earnings Call Details - The earnings conference call is scheduled for 9:00 PM U.S. Eastern Time on May 26, 2025, which corresponds to 9:00 AM Beijing/Hong Kong Time on May 27, 2025 [2]. - Participants can join the call by completing pre-registration and are advised to dial in 5 minutes prior to the start time [2]. Group 2: Company Overview - Hesai Technology (NASDAQ: HSAI) specializes in lidar solutions applicable in various sectors, including passenger and commercial vehicles, autonomous driving, and robotics [4]. - The company integrates in-house manufacturing with lidar R&D and design, allowing for rapid product iteration while maintaining high performance and affordability [4]. - Hesai has established a global presence with offices in Shanghai, Palo Alto, and Stuttgart, serving customers in over 40 countries [4].

Group 1 - The core viewpoint of the article is the official release and implementation of the national standard for vehicle-mounted lidar, GB/T 45500-2025, led by Hesai Technology [1] - The standard was approved by the State Administration for Market Regulation and the National Standardization Administration [1] - The development of this standard began in 2021, with formal approval for the project in March 2023, and involved collaboration with over fifty industry companies [1]

Core Insights - Hesai Technology has signed a strategic cooperation agreement with Keting Technology, a high-end smart courtyard brand under the Chasing Chain ecosystem [1] Company Summary - Hesai Technology will provide 300,000 units of the JT series LiDAR to Keting Technology within the next year [1]

Core Insights - Hesai Group's AT series lidar has been selected by SAIC-GM for integration into Cadillac's new all-electric VISTIQ SUV, marking a significant advancement in automotive lidar technology [1][2] - The VISTIQ features the industry's first in-cabin lidar deployment, which enhances environmental sensing capabilities while maintaining the vehicle's design integrity [2][3] - This partnership positions Hesai as a key digital ecosystem partner for SAIC-GM, focusing on delivering high-performance lidar solutions for the future of electric mobility [3] Company Overview - Hesai Group is recognized as a global leader in lidar technology, specifically for automotive and robotic applications [1] - The company has established a designated supplier partnership with SAIC-GM, emphasizing its role in the development of intelligent electric vehicles [3] Industry Impact - The integration of lidar technology into the VISTIQ SUV sets a new standard for sensor systems in passenger vehicles, particularly with its innovative behind-the-windshield placement [2] - The deployment of the AT series lidar enhances the vehicle's autonomous sensing capabilities, contributing to the advancement of smart and safe electric vehicles [3]

Group 1 - Hesai Group Sponsored ADR (HSAI) is outperforming its sector, with a year-to-date gain of 4.1% compared to an average loss of 26.2% for Auto-Tires-Trucks stocks [4] - The Zacks Consensus Estimate for HSAI's full-year earnings has increased by 21.7% over the past 90 days, indicating improved analyst sentiment [4] - HSAI holds a Zacks Rank of 1 (Strong Buy), suggesting strong potential for future performance [3][4] Group 2 - Suzuki Motor (SZKMY) is another stock in the Auto-Tires-Trucks group that has shown strong performance, with a year-to-date return of 4.6% and a Zacks Rank of 1 (Strong Buy) [5] - The consensus estimate for Suzuki Motor's current year EPS has risen by 7.3% over the past three months [5] - HSAI belongs to the Automotive - Original Equipment industry, which has an average loss of 10.8% this year, further highlighting HSAI's strong performance [6] Group 3 - The Auto-Tires-Trucks group is currently ranked 14 within the Zacks Sector Rank, which evaluates 16 different sector groups [2] - The Automotive - Original Equipment industry, to which HSAI belongs, is ranked 160 in the Zacks Industry Rank [6] - The Automotive - Foreign industry, which includes Suzuki Motor, is ranked 165 and has experienced a decline of 5.8% this year [6]

Group 1 - Hesai Group's AT128 lidar has been selected as the primary lidar solution for Pony AI's new seventh-generation Robotaxi models, highlighting its critical role in autonomous driving technology [1][3] - Pony.ai's new autonomous driving platform features a 70% reduction in bill-of-materials costs compared to the previous generation, indicating significant cost efficiency in production [2][3] - The Robotaxi fleet has achieved over 500,000 hours of fully autonomous operation, demonstrating a tenfold improvement in safety compared to human drivers, showcasing the effectiveness of the technology [3] Group 2 - The AT128 lidar sensor offers a 120° ultra-high-resolution field of view and a 200-meter detection range, providing comprehensive obstacle detection for safe navigation in complex environments [4] - The collaboration between Hesai and Pony.ai strengthens Hesai's position in the autonomous driving industry and reflects ongoing investment in R&D for next-generation lidar technologies [5]

关税让百事可乐更难做了。 可乐的生产依赖浓缩液、水、甜味剂。为了交更少的税，百事可乐从 50 多年前开始在企业税率更 低的爱尔兰生产浓缩液——几乎所有在美国销售的百事可乐浓缩液都来自爱尔兰，现在百事要为此 缴纳 10% 的进口关税。可口可乐也在爱尔兰生产浓缩液，但其在美国本土销售的汽水，大部分浓 缩液来自美国亚特兰大以及领土波多黎各，这也意味着可口可乐受关税影响更少。 两家企业还受到美国对进口铝征收 25% 关税的影响。可口可乐 CEO 詹姆斯·昆西 (James Quincey) 此前表示，可口可乐从加拿大进口了一些铝，关税可能会导致可乐价格上涨，公司可通过增加塑料 瓶装饮料或从美国采购铝来缓解。 OpenAI 的最强模型幻觉更严重。 OpenAI 上周发布 o3、o4-mini 两款推理模型，凭借图像推理等能力引发关注。OpenAI 最早介绍 o3 的时候，还特意强调其在高难度编程能力测试中达到 Top 200 人类程序员的水平。但许多使用者发 现，这两款模型幻觉更严重。他们决定继续使用 o1 Pro 或 Gemini 2.5 等模型。 非营利机构 Transluce 测试发现，o3 经常会幻想自己用了某 ...

涵盖「千厘眼 A」、「千厘眼 B」、「千厘眼 C」三种解决方案。 本文为IPO早知道原创 作者｜ Stone Jin 微信公众号｜ipozaozhidao AT1440是全球最高线数的车规级超高清激光雷达 ，达到 1440线，搭载禾赛第四代自研芯片，测距 达300米@10%反射率。其采用前沿的高效感光和超高并行处理技术，激光雷达线数相比市场上同类 产品提升10倍，引领激光雷达进入千线超高清时代。这款激光雷达的点频超过3400万点每秒，是当 前主流车载激光雷达的45倍以上，能够精准捕捉复杂城市街道的细小物体以及路面微小的起伏和坑 洼。 AT1440将于2025年下半年开始量产 。 据 IPO早知道消息， 禾赛科技（纳斯达克： HSAI） 于 4月21日 发布了面向 L2到L4的激光雷达感 知方案「千厘眼」，并正式发布了新一代车规级激光雷达产品ETX车规级超远距激光雷达、AT1440 车规级超高清激光雷达和FTX车规级纯固态补盲激光雷达。 极远的感知距离 、 厘米级别 的 感知精度 面向 L2到L4 提供不同 激光雷达组合 「千厘眼」谐音 "千里眼"，寓意其拥有极远的感知距离，同时感知精度可达厘米级别，为自动驾驶 ...