每经记者｜李星 每经编辑｜陈柯名 余婷婷 历时一年多，赛力斯完成对深圳引望智能技术有限公司（以下简称引望）10%股权的全部对价支付，成为引望三大股东之一。 9月29日晚间，赛力斯（601127.SH）发布公告称，全资子公司赛力斯汽车有限公司（以下简称赛力斯汽车）拟以支付现金的方式购买华为技术有限公司 （以下简称华为）持有的深圳引望智能技术有限公司10%股权，交易金额为115亿元。截至公告披露日，赛力斯汽车已向华为支付完毕《股权转让协议》 约定的第三笔转让价款34.5亿元，赛力斯汽车已支付完毕本次交易的全部对价。 图片来源：赛力斯公告 9月30日，赛力斯开盘即大涨，最高涨幅接近10%，报收171.57元/股，涨幅7.78%，总市值达2802.37亿元。 记者查阅天眼查也发现，引望在2025年3月已经完成了工商信息变更，新进股东赛力斯汽车、阿维塔科技（重庆）有限公司，各持股10%，而华为持股比 例由100%变更为80%。 引望高级管理人员备案显示，华为轮值董事长徐直军任董事长，中国长安党委书记、董事长朱华荣任副董事长，华为常务董事、终端BG董事长余承东任 副董事长，赛力斯集团董事长（创始人）张兴海任董事。 张兴海 ...

【历时一年多支付完115亿元！#赛力斯成引望三大股东之一#】历时一年多，赛力斯完成对深圳引望智 能技术有限公司10%股权的全部对价支付，成为引望三大股东之一。 除赛力斯和阿维塔外，华为方面也表达出为引望引入战略合作伙伴的意愿。在赛力斯集团与华为深化战 略合作协议暨赛力斯汽车投资引望签约仪式上，徐直军曾表示，本次合作是华为携手伙伴将引望打造为 汽车产业智能化开放平台的又一重大进展，后续引望将继续对战略合作伙伴开放股权，携手共同推动汽 车产业崛起和智能化全面发展。（每经） ...

每经记者｜李星 每经编辑｜余婷婷 9月29日晚间，赛力斯（601127.SH）发布公告称，全资子公司赛力斯汽车有限公司（以下简称赛力斯汽车）拟以支付现金的方式购买华为技术有限公司（以 下简称华为）持有的深圳引望智能技术有限公司10%股权，交易金额为115亿元。截至公告披露日，赛力斯汽车已向华为支付完毕《股权转让协议》约定的 第三笔转让价款34.5亿元，赛力斯汽车已支付完毕本次交易的全部对价。 历时一年多，赛力斯完成对深圳引望智能技术有限公司（以下简称引望）10%股权的全部对价支付，成为引望三大股东之一。 图片来源：赛力斯公告 9月30日，赛力斯开盘即大涨，最高涨幅接近10%，报收171.57元/股，涨幅7.78%，总市值达2802.37亿元。 引望工商信息已变更半年 张兴海任董事 2024年8月25日，赛力斯发布公告称，2024年8月23日，公司第五届董事会第十五次会议同意赛力斯汽车以支付现金的方式购买华为技术有限公司持有的引望 10%股权，交易金额为115亿元。 2024年10月，赛力斯在《关于重大资产购买的进展公告》中表示，根据《股权转让协议》，本次交易的转让价款分三期支付，受让方向转让方支付完毕《股 权 ...

Group 1 - The core viewpoint of the articles highlights the growth and globalization of China's automotive industry, particularly in the context of new energy vehicles and smart technology [1] - The China Automotive Industry is accelerating its globalization, with opportunities and challenges coexisting, as stated by the chairman of Changan Automobile [1] - The share of domestic brands in the passenger car market is expected to exceed 70% by 2025, driven by the acceleration of intelligence and globalization [1] Group 2 - BYD remains the market leader, while brands like Geely and Chery are experiencing double-digit sales growth [1] - New energy vehicles from Huawei and Xiaomi are gaining traction in the high-end market, capturing market share from traditional luxury brands [1] - The year 2025 is anticipated to be a pivotal year for intelligent driving, with high-level intelligent driving features becoming more common in vehicles priced around 200,000 yuan [1] Group 3 - The CSI 500 Quality Growth Index has seen a slight increase of 0.15%, with notable stock performances from companies like Xinquan Co., Ltd. and Keda Li [1] - The top ten weighted stocks in the CSI 500 Quality Growth Index account for 21.48% of the index, with companies like Dongwu Securities and Huagong Technology leading the list [2]

Group 1 - SAIC-GM-Wuling announced a comprehensive upgrade of its strategic partnership with Huawei, focusing on advanced driving assistance, smart cockpit, and smart manufacturing to promote high-quality development in the automotive industry [1] - The first product to feature the jointly developed technology will be the Baojun Huajing S, a new flagship six-seat SUV, enhancing product competitiveness in the smart vehicle sector [1] - Huawei's technology solutions will further solidify its influence in the smart automotive solutions ecosystem [1] Group 2 - Changan Automobile launched the "Tianshu Intelligent" brand, focusing on driving assistance, cockpit, and chassis to provide consumers with "extreme safety" smart travel solutions [2] - The company plans to explore applications in industrial and service robots, aiming to produce humanoid automotive robots by 2028 and expand into household service robots after 2030 [2] - This strategic move highlights Changan's commitment to smart technology and cross-domain integration, potentially enhancing its brand image and long-term competitiveness [2] Group 3 - Chery Automobile has passed the listing hearing at the Hong Kong Stock Exchange, marking a significant step in its international capital strategy [3] - This move is expected to enhance Chery's brand international influence and financing capabilities, providing a model for domestic brands to accelerate development in overseas markets [3] - The listing may boost the valuation recovery expectations for the automotive sector, attracting international funds interested in China's smart electric vehicle growth [3] Group 4 - Pony.ai announced a partnership with Qatar National Transport Company to advance autonomous driving technology and vehicles in Qatar, initiating Robotaxi road tests in Doha [4] - The collaboration aims to adapt autonomous driving technology to Qatar's complex environment, enhancing the company's international commercialization image and technical validation capabilities [4] - This initiative is likely to increase attention on the smart driving industry chain, particularly for companies in sensors, high-precision mapping, and vehicle-road collaboration [4]

Core Viewpoint - The company has demonstrated strong financial performance in the first half of the year, with significant contributions from overseas business expansion and product matrix development [1][2][3]. Financial Performance - The company's revenue for the first half of the year reached 3.047 billion yuan, representing a year-on-year increase of 11.1% - The net profit attributable to shareholders was 451 million yuan, up 21.3% year-on-year - The net profit excluding non-recurring items was 430 million yuan, reflecting a 25.2% year-on-year growth - In Q2, revenue was 1.673 billion yuan, showing a year-on-year increase of 26.2% and a quarter-on-quarter increase of 21.7% - The net profit attributable to shareholders in Q2 was 245 million yuan, up 60.7% year-on-year and 19.0% quarter-on-quarter - The net profit excluding non-recurring items in Q2 was 241 million yuan, with a year-on-year increase of 68.4% and a quarter-on-quarter increase of 27.8% [1]. Product Development and Market Expansion - The company has expanded its product matrix, with significant sales in various segments: lighting control (1.544 billion yuan, +12.0%), motor control (502 million yuan, +14.5%), energy management (383 million yuan, +20.2%), and vehicle electrical systems (448 million yuan, +8.0%) in the first half of 2025 - The company secured over 7 billion yuan in new lifecycle orders, including a key contract for a central domain control product with a renowned international automaker, enhancing the company's reputation in the domain control product sector [2]. - The company is also introducing smart distribution boxes and smart control products, which are expected to increase the per-vehicle value as the product matrix expands [2]. Strategic Acquisitions - The company announced plans to acquire 100% of Czech IMI for 9.4256 million euros, marking a significant step in its globalization strategy - This acquisition will establish a manufacturing base in Europe, enhancing the company's ability to meet overseas customer demands and reducing supply chain uncertainties - The company is also optimizing its domestic production capacity with a new facility in Anhui, which is now operational and expected to improve production efficiency and product performance stability [3]. Earnings Forecast - The company has adjusted its earnings per share (EPS) forecast for 2025-2027 to 2.54, 3.22, and 3.92 yuan respectively, up from previous estimates - The target price is set at 76.20 yuan, based on a 30 times price-to-earnings (PE) ratio for comparable companies in 2025, maintaining a buy rating [3].

Core Viewpoint - Changan Automobile has launched the "Tianshu Intelligent" brand, emphasizing the integration of AI and large models into the automotive industry, with a focus on safety as the primary goal of intelligent technology [2][3]. Group 1: Brand Launch and Focus Areas - The "Tianshu Intelligent" brand was introduced at the Fifth Changan Automobile Technology Ecological Conference, highlighting the importance of intelligent technology in the automotive sector [2]. - Changan's intelligent technology strategy focuses on three main areas: driving assistance, cabin experience, and chassis systems, utilizing key technologies such as end-to-end interactive navigation assistance and distributed electric drive [5]. Group 2: Safety and Risk Management - The shift in risk management from traditional hardware to complex software systems is noted, with a transition from passive safety to proactive intelligent safety measures [3]. - The evolution of safety paradigms includes moving from emergency protection to advanced prevention and from isolated responses to systemic control [3]. Group 3: Future Technology and Production Goals - Changan plans to mass-produce self-developed satellite architecture laser radar by Q3 next year and aims to launch the Tianshu intelligent driving system this year [5]. - The company has ambitious goals for production and sales, targeting 4 million vehicles by 2030, with over 60% being new energy vehicles and over 30% in overseas markets [5]. - Future innovations include humanoid robots and flying cars, with plans to launch the first manned flying car by 2026 and humanoid automotive robots by 2028 [5].

Core Viewpoint - Bosch plans to invest approximately 10 billion RMB in Suzhou over the next five years, focusing on technology research and development, talent acquisition, and prototype development for advanced intelligent driving systems and smart cockpit products [4][5]. Group 1: Investment and Development - The signing of the cooperation memorandum between Suzhou Industrial Park Management Committee and Bosch Automotive Parts (Suzhou) Co., Ltd. marks a significant step in the development of intelligent driving technology in China [1]. - Bosch has already invested a total of 13 billion RMB in Suzhou for the establishment of a core component and autonomous driving R&D manufacturing base in 2023 [4]. - The new project aims to enhance collaboration with automotive companies and industry partners, leveraging international leading technologies to promote the intelligent and high-end development of the Chinese automotive industry [4]. Group 2: Local Government Support - Suzhou's municipal leaders expressed gratitude for Bosch's long-term support and investment in the region, highlighting Bosch's role as a key player in Suzhou's manufacturing landscape [4][5]. - The local government is committed to creating a favorable business environment, protecting foreign investment rights, and enhancing intellectual property protection to support Bosch's expansion and project implementation [4]. Group 3: Strategic Focus - Bosch emphasizes the importance of localizing its operations in key markets like China, aiming to accelerate the industrialization of new energy and intelligent technologies [5]. - The company aims to lead the innovation transformation of the automotive industry in China, contributing to high-quality development [5].

Group 1 - Bosch Group signed a memorandum of cooperation with Suzhou Industrial Park to invest approximately 10.5 billion RMB over the next five years in key technology research and industrialization in intelligent driving assistance and smart cockpit fields [1] - The investment plan includes 10.2 billion RMB allocated for talent acquisition, core technology capability development, and prototype vehicle development, with the remaining 300 million RMB for equipment procurement [1] - Bosch aims to leverage local talent, strong innovation capabilities, and a favorable industrial ecosystem in Suzhou to seize opportunities in the automotive industry's intelligent and connected transformation [1] Group 2 - Bosch has previously invested around 13 billion RMB to establish a core component and autonomous driving R&D manufacturing base in Suzhou, making it one of Bosch's largest R&D manufacturing centers in China [2] - The company operates 65 legal entities in China, with projected sales of 142.7 billion RMB in 2024 [2]

Core Viewpoint - The automotive industry is undergoing a significant transformation driven by artificial intelligence, marking a second leap towards "intelligentization" following the electrification revolution [1][3]. Group 1: Industry Transformation - The integration of AI is deeply influencing all aspects of the automotive industry, from manufacturing to application, shaping the future of intelligent driving [1]. - Chinese automotive companies are leveraging forward-looking technology layouts and innovative applications to reshape the industry ecosystem since the advent of the electrification era [3]. Group 2: Event Overview - The "1 Science and Technology Innovation" ecosystem service platform has been launched to cover the entire cycle and chain of enterprise empowerment, focusing on the challenges and changes brought by technological transformation [3]. - An upcoming salon titled "Intelligent Driving · Fusion" will take place in Hefei, focusing on the innovations and ecological restructuring of the automotive industry driven by AI [4][5]. Group 3: Event Agenda - The event will feature a series of keynote speeches and roundtable discussions with industry experts, covering topics such as the reconstruction of the global automotive industry's intelligence and the application of AI in perception, autonomous driving, and parking [6]. - Notable speakers include industry leaders from various sectors, including the China Automobile Dealers Association and Valeo China, discussing the attraction of global capital to Chinese innovation [6]. Group 4: Participation and Networking - The salon will offer limited slots for "Science and Technology Companions" to experience the forefront of intelligent driving technology and witness the future innovation path of the Chinese automotive industry [4][7].