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45.8%!ADAS市占率再夺冠,地平线半年出货200万套
Ju Chao Zi Xun· 2025-08-27 15:16
余凯还介绍了地平线在汽车解决方案、IP授权及服务两部分情况。地平线中高阶解决方案出货量占比的 提升,使得上半年解决方案的平均售价同比增长70%,结合报告期内翻倍增长的总体出货量,汽车产品 及解决方案收入达到7.8亿元,为去年同期收入的3.5倍,其中中高阶解决方案贡献超80%的收入。报告 期内,地平线为超过30家车企及合作伙伴授权了一系列算法和软件,实现IP授权及服务相关收入7.4亿 元,同比增长6.9%。 8月27日,地平线创始人&CEO余凯在公司半年报业绩会上表示,受数据驱动等因素影响,高阶辅助驾 驶转向RoboTaxi的技术成熟度正在加速,未来5~10年全行业最终会走向全场景无人驾驶。余凯同时总 结了地平线在今年上半年实现的若干进展: 余凯指出,截至当前,征程系列处理硬件累计出货量已突破1000万套,成为中国首家实现该里程碑的智 能驾驶科技公司。"今年年底,地平线HSD将首发搭载于奇瑞星途E05开启量产交付。"余凯说。 第二,在报告期内,地平线车规级处理硬件出货约200万套,实现翻倍以上增长,支持中高阶辅助驾驶 方案的处理硬件出货约100万套,已占到上半年总出货量的一半,是去年同期的6倍; 第三,截至今年 ...
地平线机器人-W上半年收入同比大增67.6%至15.67亿元 产品解决方案量价齐升
Zhi Tong Cai Jing· 2025-08-27 13:52
8月27日,地平线机器人-W(09660)(以下简称"地平线")发布2025年上半年业绩公告。公告显示,公司上 半年收入15.67亿元,同比增长67.6%;毛利润达10.24亿元,综合毛利率65.4%;现金储备161亿。2025 年上半年地平线总体业绩延续去年狂飙增长势头,核心财务指标迈上新高度。 产品及解决方案量价齐升,驱动公司业绩大涨 2025年是智驾普及之年。数据显示,上半年自主品牌车企销量强劲增长,其市场份额已占据中国乘用车 市场的63%以上,同时,其辅助驾驶渗透率已从2024年底的51%上升至2025年上半年的59%;搭载中高 阶辅助驾驶功能(即高速NOA和城区NOA功能)的车辆占所有智能汽车销量的比重,已从2024年底的20% 上升至2025年上半年的32%。这意味着,在中国每售出10辆车,超过6辆配备辅助驾驶功能,其中超过2 辆具备中高阶辅助驾驶功能。用户对辅助驾驶功能接受度不断提高,辅助驾驶功能正成为主流刚需。 庞大的市场需求,为地平线产品及解决方案业务翻倍式增长提供广阔空间。2025年上半年,地平线产品 及解决方案业务实现出货量与单车价值量齐升,成为驱动公司业绩高速增长的核心原因。 报告期内 ...
地平线机器人-W(09660)上半年收入同比大增67.6%至15.67亿元 产品解决方案量价齐升
智通财经网· 2025-08-27 13:48
因产品及解决方案业务营收大幅上涨,核心业务营收结构进一步优化,产品及解决方案业务与软件及授 权服务业务收入占比接近1:1。两大核心业务双轮驱动,将帮助地平线未来更稳健地保持业绩增长势 头。 智通财经APP获悉,8月27日,地平线机器人-W(09660)(以下简称"地平线")发布2025年上半年业绩公 告。公告显示,公司上半年收入15.67亿元,同比增长67.6%;毛利润达10.24亿元,综合毛利率65.4%; 现金储备161亿。2025年上半年地平线总体业绩延续去年狂飙增长势头,核心财务指标迈上新高度。 产品及解决方案量价齐升,驱动公司业绩大涨 2025年是智驾普及之年。数据显示,上半年自主品牌车企销量强劲增长,其市场份额已占据中国乘用车 市场的63%以上,同时,其辅助驾驶渗透率已从2024年底的51%上升至2025年上半年的59%;搭载中高 阶辅助驾驶功能(即高速NOA和城区NOA功能)的车辆占所有智能汽车销量的比重,已从2024年底的20% 上升至2025年上半年的32%。这意味着,在中国每售出10辆车,超过6辆配备辅助驾驶功能,其中超过2 辆具备中高阶辅助驾驶功能。用户对辅助驾驶功能接受度不断提高,辅助 ...
地平线HSD量产在即:国内最像特斯拉FSD的辅助驾驶系统,定义行业新高度
IPO早知道· 2025-08-25 03:39
截至目前, 地平线 HSD已与全球近10家汽车品牌达成合作意向,全球首发搭载奇瑞的星途星纪元 E05量产在即 。 截至目前,地平线HSD已与全球近10家汽车品牌达成合作意向。 本文为IPO早知道原创 作者| Stone Jin 微信公众号|ipozaozhidao 据 IPO早知道消息, 地平线 日前 发布 了 有史以来最大升级的高性能城区辅助驾驶产品 HSD ( Horizon SuperDrive) ,其作为 基于征程 ®6P打造的一段式端到端辅助驾驶系统,实现了从"光 子输入到轨迹输出"的系统超低时延,大幅提升 了 辅助驾驶安全、效率、舒适。 值得一提的是, 地平线最新版本的 HSD 现已被誉为 "国内最像特斯拉FSD的辅助驾驶系统" —— HSD可行驶区域覆盖城区、高速、乡间小路、停车场等道路场景 , 不仅在连续弯道、多出口大型环 岛等复杂道路拓扑环境下,依然能实现精准感知与丝滑通行,还能从容完成高难度直行待行区识别、 盲区遮挡防御性驾驶、潮汐车道通行等复杂城区驾驶任务,并实现不依赖于记忆建图的园区漫游及车 位到车位的流畅驾驶 。 某种程度上而言, HSD 于今年年初的发布及日前完成的进一步迭代,再一 ...
黑芝麻智能发盈警 预计中期亏损净额不超过8亿元
Zhi Tong Cai Jing· 2025-08-22 16:23
黑芝麻(000716)智能(02533)发布公告,尽管预期集团将于截至2025年6月30日止六个月录得收益超过 人民币2.5亿元(较2024年同期增长超过38%),但集团预期于该期间录得亏损净额不超过人民币8亿元, 主要归因于(i)因集团雇员授出奖励而产生的不低于人民币2亿元的以股份为基础的薪酬开支;(ii)集团于高 阶辅助驾驶及解决方案的研发方面所付出的努力及产生的开支;及(iii)向投资者发行的金融工具的公允价 值收益减少,原因是于公司股份在香港联合交易所有限公司上市后,优先股已转换为普通股。 ...
威马汽车复工计划曝光,2027年计划IPO;泡泡玛特业绩狂飙;极氪正式并入吉利汽车;朱啸虎:大模型会吃掉90%Agent丨邦早报
创业邦· 2025-07-16 00:16
Group 1 - Nvidia's H20 chip is set to return to the Chinese market, with Tencent and ByteDance potentially being the first buyers after receiving export approval from the U.S. government [3][5] - Nvidia's stock rose by 4.04% to $170.7, increasing its market capitalization by $161.8 billion (approximately 1160.5 billion RMB) overnight [3] - WM Motor has announced plans to resume production and aims to produce 1 million vehicles by 2030, with projected revenue of 120 billion RMB [3][5][6] Group 2 - Geely Holding Group has signed a merger agreement with Zeekr, with Zeekr shareholders having the option to receive cash or exchange for Geely shares [6] - JD Health has opened its first self-operated medical beauty clinic in Beijing, with plans for a second location, but currently lacks corresponding subsidy policies [8] - Pop Mart anticipates a revenue increase of no less than 200% and a profit increase of no less than 350% for the six months ending June 30, 2025, compared to the same period in 2024 [8] Group 3 - The U.S. startup financing reached $162.8 billion in the first half of the year, a 75.6% increase year-on-year, driven largely by investments in artificial intelligence [29] - IDC reported a 4% year-on-year decline in China's smartphone shipments in Q2 2025, with Huawei regaining the top market position after more than four years [30]
问界M8纯电版车型将于8月上市;李想回应i8内饰被提前泄密丨汽车交通日报
创业邦· 2025-07-15 10:30
Group 1 - Aion M8 electric version will be launched in August, featuring HUAWEI ADS 4 and equipped with a CATL 100 kWh battery [1] - Li Xiang, CEO of Li Auto, commented on the premature leak of the i8 interior, stating it disrupted the release schedule and was due to underestimating user curiosity [1] - "Luo Bo Kuaipao" has introduced an 88 yuan per day rental service for self-driving cars in Wuhan, allowing users aged 18-70 to rent without a driver's license, with specific operational restrictions [1] Group 2 - BMW is collaborating with Momenta to develop AI-based advanced driver assistance software tailored for the Chinese market, aiming for full-scenario navigation assistance by early 2025 [1]
徕木股份(603633.SH)子公司拟参设萨卡班科技 推进TSN技术在高阶辅助驾驶领域产业化进度
智通财经网· 2025-07-07 07:55
Core Viewpoint - The company is establishing a joint venture, Hunan Sakaban Technology Co., Ltd., to enhance its capabilities in the high-level assisted driving sector through collaboration with academic and industry experts [1][2]. Group 1: Investment Details - Hunan Laimu Technology Co., Ltd. will contribute an intangible asset valued at RMB 2.5 million, representing a 3.9683% stake in the joint venture [1]. - Ms. Zhu Xin'ai will invest RMB 5 million in cash, acquiring a 7.9365% stake in the joint venture [1]. Group 2: Strategic Collaboration - The main collaborator, Professor Chang Wanli, has extensive research experience and has achieved significant technological advancements in the high-level assisted driving field [2]. - The joint investment is based on a research project involving Time-Sensitive Networking (TSN), aimed at applying this technology in smart vehicles and robotics [2]. Group 3: Expected Outcomes - The investment is expected to accelerate the commercialization of TSN technology in high-level assisted driving, enhancing the company's market competitiveness and economic benefits [2]. - The collaboration aims to integrate resources such as funding, technology, and market channels to promote the industrialization of high-level assisted driving systems [2].
尊界S800,靠什么卖到了一百万?
3 6 Ke· 2025-06-02 04:24
Core Viewpoint - Huawei and JAC have launched their first luxury electric vehicle, the ZunJie S800, with a price range of 708,000 to 1,018,000 yuan, and the highest price with full options reaching 1,128,000 yuan. The initial order volume has exceeded 1,000 units, with 70% being high-end versions priced over 1 million yuan, indicating a successful first phase in the luxury car market [1][4][13]. Design and Features - The ZunJie S800 adopts a "traditional luxury" design approach, featuring spacious interiors, high-quality materials, and a large wheelbase of 3,370 mm, comparable to high-end models like the Maybach S-Class and Bentley Flying Spur [4][13]. - The vehicle incorporates premium materials, such as wood trim sourced from the same imported wood to ensure aesthetic continuity, and has advanced manufacturing techniques for high-gloss wood finishes [13][24]. - An innovative "privacy rear seat" feature has been introduced, allowing for sound and visual isolation between the front and rear seats, catering to the hidden needs of luxury car customers [14][15]. Market Positioning - The ZunJie S800 targets traditional luxury car buyers, emphasizing identity and taste, contrasting with other electric vehicle brands like NIO, which focus on a futuristic aesthetic [15][17]. - The vehicle's design and features align with the expectations of luxury car consumers, who value the combination of engineering, aesthetics, and exclusivity [24][25]. Technical Advancements - The ZunJie S800 is built on Huawei's self-developed Tuling Longxing platform, integrating six major modules for coordinated control, enhancing performance and comfort [20][21]. - The vehicle demonstrates superior handling capabilities, achieving stability at 80 km/h during emergency maneuvers, surpassing traditional luxury brands [22]. - The platform allows for real-time adjustments to the suspension based on road conditions, significantly improving ride comfort [22][23]. Competitive Landscape - The ZunJie S800's technological advancements provide a competitive edge over traditional luxury vehicles, particularly in areas like chassis design and software capabilities [19][23]. - The luxury car market is characterized by not only brand value but also engineering excellence, with the ZunJie S800 aiming to redefine luxury through innovative technology and user insights [18][25].
15万级纯电三雄争霸:谁能俘获Z世代的芳心
Core Insights - The 2025 electric vehicle market is highly competitive, with Tesla's Model 2 triggering a global price war, while domestic manufacturers leverage advanced technologies like solid-state batteries and 800V ultra-fast charging [1][3] - Young consumers, particularly Generation Z, are looking for vehicles that combine aesthetics, performance, and value for money within a budget of 100,000 to 150,000 yuan [1] Group 1: Dongfeng Yipai eπ007 - The Dongfeng Yipai eπ007 is positioned as the "value king" in the electric vehicle market, starting at 125,600 yuan, offering features like an electric tail wing and WANOS panoramic sound system [1][3] - It boasts impressive performance with a four-wheel drive version that accelerates from 0 to 100 km/h in 3 seconds and an extended range version with a total range of 1,200 km [3][4] - The vehicle includes advanced features such as L2-level driving assistance and optional intelligent driving packages for enhanced driving convenience [3][4] Group 2: Nissan N7 - The Nissan N7 is marketed as a strong contender from a joint venture brand, starting at 119,900 yuan, and aims to challenge domestic competitors [4][6] - It emphasizes comfort with features like AI cloud blanket seats that offer 12-point massage and a spacious interior with a 2,915 mm wheelbase [6] - The N7 is equipped with advanced technology, including Orin chips and comprehensive driving assistance features, although it is more suited for comfort rather than sporty driving [6] Group 3: Xiaopeng MONA3 - The Xiaopeng MONA3 is targeted at tech enthusiasts, offering high-level assisted driving features at a competitive price of 155,800 yuan for the top model [7] - Its design prioritizes aerodynamics with a low drag coefficient of 0.194, although this has led to some compromises in rear passenger space [7] - The interior features a minimalist design with essential tech amenities, making it appealing to consumers focused on technology rather than luxury [7] Group 4: Market Trends - The shift in consumer decision-making reflects a transformation of cars from mere transportation to "third living spaces," with different models appealing to various consumer segments [9] - The Nissan N7 attracts practical buyers, the MONA3 appeals to tech-savvy individuals, and the eπ007 resonates with a broader audience due to its versatile appeal [9] - The ultimate market winner will be the vehicle that successfully balances rational needs with emotional values, exemplified by the eπ007 [9]