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智能驾驶系列专题:线控转向加速落地,线控底盘大势所趋
2025-07-11 01:13
Q&A 智能驾驶产业链的细分环节有哪些?线控底盘在其中的作用是什么? 智能驾驶系列专题:线控转向加速落地,线控底盘大势所 趋 20250709 摘要 线控底盘通过电子化替代液压系统,为驾乘者提供数字重构、主动安全 等优势,并助力车企平台化开发降本,同时为国内供应商打破技术壁垒 提供机遇。EHB 已实现国内 60%渗透率,EMB 预计 2026 年上车,自 主供应商份额提升。 EPS 系统在中国市场渗透率已达 99%以上,CEPS 仍为主流,但 DPEPS/REPS 占比将提升。预计 2028 年中国 EPS 市场规模将从 400 亿元增至近 500 亿元,单车均价也将从 1,400 元提升至 1,500 元以上。 全球 EPS 市场由捷太格特、耐世特和博世主导,国内市场博世合资公司 领先,耐世特紧随其后。EPS 核心零部件 ECU 和电机国产替代加速,但 电机市场仍由外资企业占据主导地位。 线控转向通过电子信号取代机械传导,响应更快,操作更灵活,单车价 值量 3,000-4,000 元。目前仅蔚来 ET9 适配,全球渗透率低,但 robotaxi 发展或将推动其应用,预计 2030 年国内市场规模达 350 ...
申万宏源证券晨会报告-20250711
证券分析师 张晋源 A0230525040001 zhangjy@swsresearch.com | 指数 | 收盘 | | 涨跌(%) | | | --- | --- | --- | --- | --- | | 名称 | (点) | 1 日 | 5 日 | 1 月 | | 上证指数 | 3510 | 0.48 | 3.69 | 1.4 | | 深证综指 | 2107 | 0.26 | 4.82 | 1.08 | | 风格指数 | 昨日表现 | 1 个月表现 | 6 个月表现 | | --- | --- | --- | --- | | | (%) | (%) | (%) | | 大盘指数 | 0.45 | 3.62 | 7.28 | | 中盘指数 | 0.38 | 4.39 | 8.11 | | 小盘指数 | 0.32 | 3.5 | 14.46 | | 行业涨幅 | 昨日涨 | 1 个月涨 | 6 个月涨 | | --- | --- | --- | --- | | 焦炭Ⅱ | 5.97 | 11.85 | 10.99 | | 小金属Ⅱ | 3.47 | 4.96 | 19.91 | | 房地产服务 | 3. ...
Is Tesla Facing Roadblocks in Robotaxis' San Francisco Expansion?
ZACKS· 2025-07-10 16:26
Key Takeaways TSLA plans to expand its robotaxi service to the San Francisco Bay Area within months, pending approvals. Unlike Texas, California requires multiple permits from the DMV and CPUC for commercial robotaxi launches. Tesla's early Austin trials faced traffic issues, highlighting challenges as the service scales beyond Texas.Tesla (TSLA) is planning to expand its robotaxi service to the San Francisco Bay Area within the next month or two, pending regulatory approval, per CEO Elon Musk. The compan ...
滚动更新丨道指跌0.08% 达美航空涨超12%
Di Yi Cai Jing· 2025-07-10 13:48
美股三大指数开盘涨跌不一,道指跌0.08%,纳指涨0.16%,标普500指数涨0.05%。中概股涨跌不一, 阿里巴巴涨超1%,市场看好其AI赋能潜力。特斯拉涨超2%,马斯克旗下xAI发布号称"世界最强AI模 型"的Grok4。达美航空涨超12%,公司恢复全财年业绩指引。 中概股涨跌不一,阿里巴巴涨超1%,市场看好其AI赋能潜力。特斯拉涨超2%,马斯克旗下xAI发布号 称"世界最强AI模型"的Grok4。 (持续更新中……) 21:30 美股开盘丨道指跌0.08% 达美航空涨超12% | 名称 | 现价 | 涨跌 | 涨跌幅 | | --- | --- | --- | --- | | 道琼斯工业指数 | 44396.04 -62.26 -0.14% | | | | 纳斯达克指数 | 20641.89 | 30.55 | 0.15% | | 标普500 | 6262.75 -0.51 -0.01% | | | 21:23 国际原油走低 WTI原油期货向下触及67美元/桶,日内跌2.03%。WTI原油现货跌破66美元/桶,日内跌1.78%。 21:23 美股三大股指期货盘前涨跌不一 道指期货跌0.17%,标普500 ...
X @Tesla Owners Silicon Valley
RT Amy (@_SFTahoe)TECH DEBT VS TECH LEADTesla has an overwhelming tech lead; Waymo has an overwhelming tech debt. But yet, most of WS thinks Waymo and Tesla’s FSD stacks will magically “converge”.SPOILER ALERT: They won’t. All the appendages (ie unnecessary extra sensors) on Waymo dramatically increase the complexity of training neural nets.IMO, TSLA won’t rerate until WS gets tech savvy-or (more likely) when RoboTaxi is in multiple cities. WS needs to see RoboTaxi in action because they don’t “get” AI. ...
X @The Economist
The Economist· 2025-07-09 13:20
Elon Musk has done a remarkable job of transforming Tesla. During his spell in politics some investors questioned whether he was the right boss. Unless robotaxis look like a winner soon, the questions will only return https://t.co/gGoJ4G7Dlf ...
Musk Is Less Distracted Since Leaving DOGE, Wood Says
Bloomberg Television· 2025-07-08 13:20
Let's just talk about what then. I've said to us yesterday that he believes Elon Musk is crossing a line and that the board needs to step in. Do you share that view.Well, I have to tell you, we've been dealing with controversy around Elon Musk in one form or another since we first bought the stock when the company was founded in 2014. And we own Tesla and it's one of the top holdings in three of our ETFs. So R, K, k, W, and Q.So we are watching this like a hawk, no question about it. But with the experience ...
Musk Needs to Focus on Tesla, Not Trump, Says Azoria CEO
Bloomberg Technology· 2025-07-07 15:45
I think we just start with the basics, James, if we can. Why did you write that open letter to test this board. And why do you think they need to understand the formation of the America Party in the context of whether or not is a benefit to the company and Tesla's future goals.Well, good morning, Ed. The truth is that when you have a full time CEO in Elon Musk, who has been an extraordinary CEO, his time and energy needs to go to Tesla and synergistic companies like X, AI or Space X, a political party, rega ...
特斯拉销量不及预期,但市值却大涨3400亿,马斯克还能兼顾建党吗?
3 6 Ke· 2025-07-07 07:44
特斯拉二季度销量进一步下滑 这么差的数据理论上应该会暴跌才对啊,但特斯拉不一样反而暴涨。美东时间7月2日,特斯拉股价强势反弹4.97%,市值一夜飙升481亿美元(约合人民 币3,450亿元),重新成为全球资本市场的焦点。这场突如其来的暴涨背后,直接归因应该是略超分析师预期,是筑底情绪带来的资金回补。但深层次来 看,应该是对特斯拉AI技术叙事的再次肯定支持,以及对马斯克这个特斯拉最大悬念的期待。或许马斯克会再次带领特斯拉实现困境反转,像过去无数 次那样。 特斯拉发布Q2交付数据:交付38.4万辆,同比下降13.5%,但却高于市场普遍预期的36.5万辆。尤其是相比此前高盛、花旗等多家投行对其"深度衰退"的 预测,这一数据属于典型的"低预期+小超预期"。有市场人士认为,虽然特斯拉的电动车销量增长放缓,但已触底,悲观预期开始修复。 不管别人信不信,但特斯拉头号多头木头姐已经出手了,本周二 "木头姐"凯茜·伍德已经出手增持,她总共购买了56368股特斯拉股票,价值约1791万美 元。 那么特斯拉的故事,马斯克打算还如何书写,是就此平庸下去,还是再次开启魔法时刻,带领特斯拉进入下一个时代?另外,马斯克能兼顾建党吗? 马斯 ...
特斯拉与新势力6月销量跟踪报告:2Q25特斯拉交付环比修复,小米YU7订单火爆引发新势力购车权益加码
EBSCN· 2025-07-06 09:38
2025 年 7 月 6 日 行业研究 2Q25 特斯拉交付环比修复,小米 YU7 订单火爆引发新势力购车权益加码 ——特斯拉与新势力 6 月销量跟踪报告 要点 2Q25 特斯拉全球交付量环比修复:2Q25 特斯拉全球交付量同比 -13.5%/环比 +14.1%至 38.4 万辆(Model 3+Y 同比-11.5%/环比+15.4%至 37.4 万辆)。 6 月理想交付同环比下滑,小鹏/蔚来环比企稳:1)理想交付量同比-24.1%/环 比-11.2%至 36,279 辆;2)小鹏交付量同比+224.4%/环比+3.2%至 34,611 辆; 3)蔚来交付量同比+17.5%/环比+7.3%至 24,925 辆(乐道 L60 交付环比+1.9% 至 6,400 辆、萤火虫交付环比+6.8%至 3,932 辆)。 小米 YU7 订单火爆引发国内新势力权益加码,小鹏 G7 上市差异化策略清晰: 特斯拉:国产 Model 3 后驱版和长续航版交付周期维持 1-3 周、高性能版交付 周期延长至 8-10 周(vs. 6 月为 1-3 周),焕新版 Model Y 交付周期缩短至 1-3 周(vs. 6 月为 2-5 周 ...