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晚点独家丨蔚来智驾芯片首次技术外供
晚点LatePost· 2025-11-19 10:09
Core Viewpoint - NIO is beginning to generate revenue from its high-cost project by licensing its self-developed advanced intelligent driving chip, "Shenji NX9031," to an automotive chip company [3][4]. Group 1: Chip Development and Commercialization - The Shenji NX9031 chip, developed using 5nm automotive-grade technology, has a computing power approximately four times that of NVIDIA's Orin-X [6]. - The project team for NX9031 consists of over 600 people and has a development cost comparable to building 1,000 battery swap stations, estimated at tens of billions of yuan [7]. - NIO's CEO, Li Bin, has indicated that the chip and operating system will be open to the industry, suggesting that NIO aims to position itself as a leading supplier of high-quality chips [7][8]. Group 2: Strategic Partnerships and Investments - NIO has established a joint venture, Chongqing Chuangyuan Zhihang Technology Co., Ltd., with Aixin Yuanzhi Semiconductor and Haowei Integrated Circuit Group, with a registered capital of 100 million yuan [8]. - Aixin Yuanzhi, a major shareholder in the joint venture, has shifted its focus to automotive chips after acquiring a subsidiary of Dahua Technology [8].
蔚来萤火虫右舵车型量产,首批将发运新加坡
Guan Cha Zhe Wang· 2025-11-19 09:29
【文/观察者网 潘昱辰 编辑/高莘】11月18日,蔚来紧凑型车品牌萤火虫的右舵车型正式量产,首批将 发运至新加坡市场。 此外,萤火虫定位为面向全球市场布局的车型,于今年8月实现欧洲市场的首台交付。截至目前,萤火 虫已陆续在荷兰、挪威和比利时启动交付,并即将在丹麦、希腊、奥地利、葡萄牙和卢森堡开启试驾和 交付。 不过据路透社报道,蔚来副总裁、萤火虫总裁金舸表示,欧盟委员会在2024年底征收的关税挤压了萤火 虫在当地的利润率,并放缓了其在欧洲的扩张。 因此,考虑到大多数右舵市场并未对中国电动汽车征收惩罚性关税,蔚来正在寻求萤火虫在右舵国家市 场的增长,并计划在2026年增加在这些市场的交付数量。 金舸表示,萤火虫还计划于明年进入泰国和英国,目前正在与当地分销商进行谈判。他还将英国、澳大 利亚、新西兰和东南亚列为主要目标市场。不过,金舸没有透露萤火虫在以上市场的预期销量。 萤火虫 @firefly萤火虫 在此次发运的新加坡市场,萤火虫将作为精品小型车进行销售,价格将高于比亚迪等竞争对手。金舸表 示,萤火虫将避免与国内竞争对手在海外陷入价格战。 "如果我们降低它的定位,就完了。" 金舸表示,在与经销商的谈判中,蔚来强 ...
乐道车展预告神秘明星,网友猜测古天乐将亮相
Xin Lang Ke Ji· 2025-11-19 08:51
Group 1 - The core message of the article revolves around the anticipation of a mysterious celebrity ambassador for the upcoming Guangzhou International Auto Show, with speculation that it is actor Louis Koo [1][2]. - The company, 乐道, will showcase its models L60 and L90 at the auto show, along with a special edition of the L90 [1][2]. - The promotional tagline "乐道的家,天天乐到!" has led many fans to humorously connect the celebrity to Louis Koo, with some even creating playful adaptations of the brand's logo [1][4]. Group 2 - The event is scheduled for November 21 at the Guangzhou Auto Show, highlighting the company's marketing strategy to engage fans through celebrity endorsements [2][3]. - The previous NIO Day event featured a similar strategy, where the first owner of the new ES8 was introduced with a pun on her name, indicating a trend in the company's promotional tactics [1].
蔚来汽车北方创新中心落地北京 ES6纪念版上市
Xin Jing Bao· 2025-11-19 08:43
此外,蔚来ES6迎来第30万台下线。企业正式推出新ES6 30万台纪念版,该车现已上市,整车售价34.98 万元起。 (文章来源:新京报) 新京报贝壳财经讯(记者白昊天)11月18日,蔚来汽车宣布北方创新中心正式在北京未来科学城建成, 同时蔚来体验中心、交付中心、充换一体站也同步落成。蔚来汽车联合创始人、总裁秦力洪介绍,蔚来 汽车在2025年10月销量已突破4万辆,同比增长92.6%。 ...
【快讯】每日快讯(2025年11月19日)
乘联分会· 2025-11-19 08:42
Domestic News - The domestic automotive chip certification review technology system has achieved a breakthrough, marking a key progress in establishing a self-controlled quality assurance system for automotive chips in China [2] - Beijing is increasing financial support for automotive consumption, especially for new energy vehicles, by optimizing loan products and reducing penalties for early loan settlements during trade-ins [3] - As of the end of October, the total number of electric vehicle charging infrastructure (guns) in China reached 18.645 million, a year-on-year increase of 54.0% [4] - GAC Honda's acquisition of Dongfeng Honda Engine Company has entered the public announcement period, with GAC Honda set to acquire 100% of the shares [5] - GAC Haobo has obtained the "L3 level specific scenario autonomous driving road test" license, becoming the first company in the country to receive this approval for testing at speeds up to 120 km/h [6] - NIO has completed the battery swap route in the Sichuan-Western Ring, covering a total distance of 1,400 kilometers with 13 battery swap stations [7] - Leap Motor's first overseas cooperation model with FAW has been launched, with plans for mass production and overseas sales next year [8] - BMW has deployed its self-developed AI intelligent platform "Gaia" in China, aiming to enhance AI integration across various operational areas [9] International News - Porsche has adjusted its electrification strategy, abandoning the previous goal of 80% of new models being fully electric, opting for a more flexible approach to meet diverse customer needs [10][11] - In Indonesia, new car sales in October decreased by 4% year-on-year, with total sales for the first ten months dropping over 11% compared to the previous year [12] - Stellantis announced the integration of Tesla's charging system, expanding the charging coverage for electric vehicles across North America, Japan, and South Korea [13] - Toyota plans to invest $912 million to expand the production capacity of hybrid vehicle engines in the U.S. as part of a broader $10 billion investment plan over five years [14] Commercial Vehicles - The Yunnan Highway heavy-duty truck green electric supercharging corridor has been fully completed, featuring a network designed for electric heavy trucks [16] - Weiqiao New Energy Commercial Vehicle has officially launched the V80 model, emphasizing lightweight design and adaptability for modern logistics [17] - BYD showcased new electric models at the Latin American Commercial Vehicle Exhibition, enhancing its product lineup in overseas markets [18] - Pony.ai announced plans to mass-produce its fourth-generation autonomous truck family next year, collaborating with SANY Heavy Truck and Dongfeng Liuzhou Motor [20]
独家丨蔚来智驾芯片首次技术外供
晚点Auto· 2025-11-19 03:00
Core Viewpoint - NIO is beginning to generate revenue from its high-cost project by licensing its self-developed advanced intelligent driving chip, "Shenji NX9031," to an automotive chip company [2][4]. Group 1: Chip Development and Commercialization - The Shenji NX9031 chip, developed using 5nm automotive-grade technology, has a computing power approximately four times that of NVIDIA's Orin-X [4]. - The project team for NX9031 exceeds 600 people, indicating a scale comparable to an independent chip company, with R&D investments amounting to tens of billions of yuan [4]. - NIO's CEO, Li Bin, mentioned that the R&D expenditure for NX9031 is equivalent to the cost of building 1,000 battery swap stations, estimated at 1.5 to 3 million yuan each [4]. - The chip has been integrated into models such as ET9 and the 2025 ES6 and EC6, with Li Bin stating it could optimize costs by approximately 10,000 yuan per vehicle [4]. Group 2: Strategic Moves and Partnerships - Under pressure for cash flow and a promise of profitability in Q4, NIO is further reducing expenses and seeking new revenue sources, leading to the commercialization of its chip business [5]. - In March, Li Bin announced that NIO's chips and operating systems would be open to the industry, inviting others to purchase their chips [5]. - NIO established Anhui Shenji Technology Co., Ltd. to manage chip R&D, production, and licensing, maintaining absolute control over the operations [5]. - Recently, NIO's chip subsidiary formed a joint venture with Aixin Yuanzhi Semiconductor and Haowei Integrated Circuit, with a registered capital of 100 million yuan [5][6]. Group 3: Market Position and Competitors - Aixin Yuanzhi, founded in 2019, initially focused on AI visual chips and has since entered the automotive chip market after acquiring a subsidiary of Dahua Technology [6]. - Aixin Yuanzhi completed a C-round financing of over 1 billion yuan in April 2023 and has produced chips for basic assisted driving, with higher-level chips still under development [6].
汽车早报|小米汽车预计将于本周提前完成全年交付目标 蔚来ES6累计交付达30万台
Xin Lang Cai Jing· 2025-11-19 00:53
Group 1: Automotive Industry Developments - The State Administration for Market Regulation has made significant progress in establishing a self-controlled quality assurance system for automotive chips by launching the upgraded "Automotive Chip Certification Review Technical System 2.0" and a digital certification platform [1] - GAC Honda's acquisition of Dongfeng Honda Engine Co., Ltd. has entered the public announcement period, with GAC Honda set to hold 100% of the shares post-transaction [2] - GAC Haobo has received the "L3 Level Specific Scenario Autonomous Driving Road Test" license, becoming the first company in China to obtain a license for testing at speeds up to 120 km/h [3] Group 2: Company Performance and Product Launches - Xiaomi is expected to meet its annual delivery target of 350,000 vehicles this week, as stated by the Group President Lu Weibing [4] - Lantu Automotive has officially launched the Lantu Taishan model, with an initial price starting at 379,900 yuan and receiving 10,000 pre-orders within 21 minutes of the launch [5] - NIO has announced that its ES6 model has achieved cumulative deliveries of 300,000 units, with a commemorative edition being delivered to users [6] Group 3: Infrastructure and Strategic Partnerships - NIO has completed the Chengdu West Ring battery swap route, which spans 1,400 kilometers and includes 13 battery swap stations [7] - RoboSense has secured an exclusive contract with a North American electric vehicle company to supply over 500,000 units of high-performance digital lidar [8] - Dongfeng Motor has signed a strategic cooperation agreement with China Export & Credit Insurance Corporation to enhance collaboration in various fields [9] Group 4: Financial Transactions and Investments - Geely has entered into a share repurchase agreement with Morgan Stanley, with a maximum investment of 2.3 billion Hong Kong dollars [10] - Geely and Renault have announced a partnership in Brazil, planning to invest 3.8 billion reais (approximately 714 million USD) to develop new models [11] Group 5: Recalls and Safety Issues - Honda will recall 256,603 Accord hybrid vehicles in the U.S. due to a software issue that may cause the vehicle to lose control [12] Group 6: Charging Infrastructure Expansion - Stellantis has announced the integration of Tesla's charging system, allowing its electric vehicles to access over 28,000 Tesla Supercharger stations across North America, Japan, and South Korea [13]
Nio's stock suffers longest losing streak in nearly two years as earnings pressure builds
MarketWatch· 2025-11-18 22:16
Nio's stock is mired in its longest losing streak in almost two years as the company's earnings report draws near — and brings the electric-vehicle maker closer to a self-imposed profit deadline. ...
TSX-V: TT appoints Rita Theil to Board of Directors
Thenewswire· 2025-11-18 22:15
November 18, 2025 – TheNewswire - Toronto, ON - Total Metals Corp. (“Total Metals” or the “Company”) (TSX-V: TT) (OTCQB: TTTMF) (FSE: O4N) is pleased to announce the appointment of Rita Theil as an Independent Board of Director effective November 18, 2025. Michael Dehn, Chairman of Total Metals commented: “It is with great pleasure I welcome Ms. Theil to the Board of Directors. She is a highly accomplished business executive and lawyer, marked by exceptional leadership and a steadfast commitment to sound g ...
热门中概股收盘涨跌不一 拼多多跌超7%
Xin Lang Cai Jing· 2025-11-18 21:45
Core Viewpoint - The performance of popular Chinese concept stocks showed mixed results, with the Nasdaq Golden Dragon China Index increasing by 0.42% [1] Group 1: Stock Performance - iQIYI saw a significant increase, rising over 6% [1] - Baidu, Huya, and Kingsoft Cloud each rose by more than 2% [1] - Alibaba and NetEase experienced gains of over 1% [1] - Pinduoduo faced a notable decline, dropping 7.33%, marking its largest drop since May 27 [1] - Tiger Brokers fell by more than 2% [1] - NIO decreased by over 1% [1] - Li Auto and JD.com had slight declines [1]