在汽车产业从"电动化"上半场向"智能化"下半场加速跨越的背景下，中国领先的汽车零售商喜相逢集团 近日迈出关键一步。集团宣布，其间接全资附属公司已与厦门旷时科技有限公司签订谅解备忘录，拟通 过股权收购或增资扩股方式，取得这家毫米波雷达技术企业51%的控股权。这是喜相逢集团深化智能驾 驶产业链布局、构建"场景+技术+运营"一体化能力的关键战略落子，标志着其从传统汽车流通服务商 向科技驱动型智能出行平台转型进入实质性阶段。 旷时科技作为国内少数拥有"芯片-算法-模组-整机-系统平台"全链条自主能力的毫米波雷达方案提供 商，其价值不仅在于产品本身，更在于深厚的技术积淀与工程化能力。该公司成立于2020年，恰逢中国 智能驾驶产业爆发前夜，其核心团队在射频前端、信号处理及人工智能融合算法等领域具备深厚积累， 产品已实现对辅助驾驶、智能交通、智慧物联等多场景的覆盖。 当前，智能驾驶行业正从技术演示走向大规模商业化应用，传感器作为"车辆的眼镜"，其市场需求将迎 来爆发式增长。喜相逢集团此次战略动作，不仅是一次精准的产业卡位，更展现其作为行业领导者，主 动拥抱变革、引领出行生态进化的远见与决心。市场期待，随着交易的最终落实，双 ...

Market Overview - The A-share market experienced a pullback after an initial rise, with the Shanghai Composite Index down by 0.60%, Shenzhen Component Index down by 0.44%, ChiNext Index down by 1.02%, and the Sci-Tech Innovation Board Index down by 2.02% as of the midday close [2] - The total trading volume in the Shanghai and Shenzhen markets reached 1.8953 trillion yuan, with Liou Co., Ltd. leading the A-share market with a transaction volume of 15.488 billion yuan [2] Sector Performance - The precious metals sector showed strong performance, with Sichuan Gold hitting the daily limit [4] - The chemical sector experienced fluctuations, with Qicai Chemical hitting the daily limit and then briefly opening before closing again at the limit, achieving two "20cm" daily limits [4] - The tourism and travel sector was active, with Zhongxin Tourism achieving two consecutive daily limits [7][8] - The intelligent driving concept saw initial activity, with Shenglu Communication exhibiting a "ground-to-sky" performance [4] Intelligent Driving Sector - The intelligent driving sector was notably active, with companies like Weidi Co., Ltd. and Tangyuan Electric achieving daily limits, and Suling Co., Ltd. seeing a rise of over 5% [4] - Shenglu Communication had a trading volume of 3.025 billion yuan and a turnover rate of 27.34% [5] - A recent action plan from Shanghai's Economic and Information Commission aims for large-scale implementation of high-level autonomous driving scenarios by 2027, establishing a competitive smart connected vehicle industry cluster [5] Tourism Sector Insights - The tourism sector showed significant activity, with Zhongxin Tourism and Shaanxi Tourism both hitting daily limits, and other companies like Dalian Shengya and Xi'an Tourism also showing notable gains [8][9] - Data from the travel industry indicates that domestic flight bookings for the upcoming Spring Festival have exceeded 3 million, with a 20% increase in daily bookings compared to the previous year [9] - Qunar reported a 63% increase in flight bookings for the 2026 Spring Festival compared to 2025, with popular destinations including Sanya, Dali, and Haikou [10] - Wanlian Securities suggests that the tourism market is expected to improve due to the nine-day holiday period and recommends focusing on travel-related companies benefiting from policy catalysts and consumer confidence recovery [10]

Group 1 - The article emphasizes the importance of timely and professional information interpretation in investment decision-making, focusing on extracting investment value from significant events and analyzing industry chain companies [1] - The company holds the leading market share in the domestic segment of intelligent driving and vehicle networking, with multiple lightweight assisted driving solutions receiving targeted approvals [1] - The company has launched low-speed unmanned driving vehicles, and the revenue proportion from intelligent driving is continuously increasing, indicating a strong growth trajectory [1] Group 2 - The company has secured ongoing orders for multiple generations of intelligent cockpits, showcasing its capability in providing comprehensive connected service products [1]

ETF方面，有色金属板块延续强势，南方基金有色金属ETF、广发基金稀有金属ETF和有色矿业ETF招 商分别涨2.75%、2.45%和2.4%。锂电池板块走高，工银瑞信基金锂电池ETF、广发基金电池ETF分别涨 2.42%和2.3%。 商业航天全线回调，卫星产业ETF、卫星ETF广发跌9%。军工板块走低，高端装备ETF、军工龙头ETF 跌5%。AI应用板块走低，传媒ETF跌5%。 格隆汇1月15日｜上证指数午盘跌0.6%，创业板指跌1.02%。全市场成交额18952亿元，较上日成交额缩 量3506亿元。 AI应用、商业航天、稳定币、CRO、医疗服务、智能驾驶概念股纷纷下挫，零售、券商 板块跌幅居前。能源金属、化工板块逆势走强。 ...

记者另从Momenta获悉，其客户群体覆盖国内主流乘用车企业，全球排名前10大车企中，有8家已与 Momenta开展合作。中汽协在解读报告时表示：包括Momenta等在内的第三方技术供应商为全球智能驾 驶产业提供了"中国方案"，吸引了来自德、美、日、韩等国家的知名汽车品牌与中国科技企业深度合 作，推动中国智能驾驶技术走向世界，提升我国在全球汽车产业价值链中的话语权。 资料显示，Momenta以"强化学习+端到端架构"为核心技术路线，通过量产辅助驾驶(Mass Production)与 自动驾驶(Scalable Robo)双轨并进的产品战略，依托海量数据（603138）闭环实现算法持续迭代。在合 作模式上，Momenta与车企构建了覆盖技术共研、方案定制的多维度合作生态，目前已与上汽、广汽、 比亚迪（002594）、奔驰、宝马、奥迪、丰田等众多主流车企达成合作。Momenta R6强化学习大模型 作为国内首个在端到端基础上实现量产落地的强化学习大模型，已于2025年第三季度正式量产上车。 本报讯(记者袁传玺)1月14日下午，中国汽车工业协会旗下中国汽车工业经济技术信息研究所发布了 《2025城市NOA汽车辅助 ...

15日，A股三大指数低开，随后盘中一度集体翻红，后又持续下跌。截至午间收盘，沪指跌0.60%，深 证成指跌0.44%，创业板指跌1.02%。 全市半日成交额1.90万亿，超3600只个股下跌。 来源：中 新经纬微信公众号 AI应用、商业航天、CRO、医疗服务、智能驾驶概念股纷纷下挫，零售、券商板块跌幅居前。能源金 属、化工板块逆势走强。 | 14 | w A股 | | | --- | --- | --- | | 美股 A股 港股 | 全球 商品 | 外汇 沂三 | | 已为您生成昨日市场智评 | | 査着 | | 内地股票 △ ⊙ | | | | 上证指数 | 深证成指 | 科创综指 | | 4101.52 | 14186.11 | 1798.41 | | -24.57 -0.60% | -62.49 -0.44% | -37.00 -2.02% | | 万得全A | 创业板指 | 北证50 | | 6743.43 | 3314.88 | 1544.37 | | -50.21 -0.74% | -34.26 -1.02% -36.49 -2.31% | | | 沪深300 | 中证500 | 中证A500 | ...

Group 1 - The smart driving sector has seen significant trading activity since 2026, driven by the gradual implementation of L3-level autonomous driving regulations, decreasing hardware costs, the empowerment of AI large models, and the commercialization of smart driving [1] - The smart driving ETF (516520) has attracted a total of 503 million yuan since 2026, with an average daily trading volume of 228 million yuan, representing a 660% increase compared to the average daily trading volume in 2025 [1] - On January 14, 2026, the Shanghai Municipal Economic and Information Commission and other departments issued the "Shanghai High-Level Autonomous Driving Leading Area 'Mosu Zhixing' Action Plan," which aims to accelerate the transformation of autonomous driving technology innovation into industrial competitiveness through nine key tasks [1] Group 2 - The smart driving ETF (516520) closely tracks the CSI Smart Car Theme Index, which reflects the overall performance of companies in the smart car industry, with the top five sub-industries being automotive parts (24.0%), semiconductors (19.6%), passenger cars (14.4%), software development (11.3%), and communication equipment (7.1%) [2] - The fund manager of the smart driving ETF, Huatai-PB Fund, is one of the first ETF managers in China, having launched the Huatai-PB CSI 300 ETF (510300), which has a current scale of 429.7 billion yuan and is highly active in the market [2] - The Huatai-PB CSI 300 ETF will implement a cash dividend of 1.23 yuan per 10 fund shares, with a total dividend amount expected to approach 11 billion yuan, potentially setting a new record for single cash dividends in domestic ETFs [2]

11:31 A股午盘丨创业板指冲高回落跌超1% 2026.01. 15 本文字数：1232，阅读时长大约2分钟 作者 | 一财 阿驴 截至午盘，沪指跌0.6%，深成指跌0.44%，创业板指跌1.02%，科创综指跌2.02%。 | | ● 分时 日 周 月 季 年 1分 5分 15分 30分 60分 多周期 设置 | 九年 数据管监 大盘元汇 竞 加目选 产 中 一 F | | | 创业板指 399006 | 文 | | --- | --- | --- | --- | --- | --- | --- | | | 创业板指 领先: 3297.23 最新: 3314.88 | | | 3314.88 | | -1.02% | | 3403 | | | 1.629 | | | | | 3390 | | | 1.22 | 李比 | +4.43% | +241599 | | 3377 | | | 0.829 | 最新 | 3314.88 昨收 | 3349.14 | | 3363 | | | | 张跌 | -34.26 开盘 | 3318.11 | | 3349 | | | 0.00% | 涨幅 | -1.02%最高 | ...

1月14日下午，中国汽车工业协会在汽车行业信息发布会上正式发布《2025城市NOA汽车辅助驾驶研究报告》。 报告显示：2025年1-11月，我国搭载城市NOA（导航辅助驾驶）功能的乘用车累计销量达312.9万辆，占乘用车上险量的 15.1%，较2024年全年提升5.6个百分点。 在行业规模的快速扩张下，第三方城市NOA供应商市场呈现"双强"格局，Momenta和华为的市场份额显著领先，合计占第 三方供应商比例超过80%，成为行业核心参与者。 面对激烈的智能化竞争，合资品牌也加快了布局步伐。奔驰、宝马、奥迪、凯迪拉克、别克、丰田等全球知名汽车品牌， 均通过与中国头部智驾供应商合作落地城市NOA功能，借助中国技术实现智驾领域的突破升级。 中汽协在解读报告时指出，华为、Momenta等第三方技术供应商打造的智能驾驶"中国方案"，已吸引德、美、日、韩等国 知名汽车品牌开展深度合作，推动中国智能驾驶技术走向全球，同时提升了我国在全球汽车产业价值链中的话语权。 报告分析认为，高阶辅助驾驶进入规模化落地阶段后，算法实力、数据闭环能力以及规模化量产经验，已成为决定供应商 市场地位与发展速度的核心要素。规模化量产不仅为技术方案 ...

在行业规模的快速扩张下，第三方城市NOA供应商市场呈现"双强"格局，Momenta和华为的市场份额显 著领先，合计占第三方供应商比例超过80%，成为行业核心参与者。 1月14日下午，中国汽车工业协会在汽车行业信息发布会上正式发布《2025城市NOA汽车辅助驾驶研究 报告》。 报告显示：2025年1-11月，我国搭载城市NOA（导航辅助驾驶）功能的乘用车累计销量达312.9万辆， 占乘用车上险量的15.1%，较2024年全年提升5.6个百分点。 技术路线方面，城市NOA正推动智能驾驶领域发生系统性变革：应用场景从高速NOA向城市NOA延 伸，系统架构向一体化深度重构，车路云协同与法规标准体系加速成熟。 其中，端到端大模型已成为NOA技术迭代的核心引擎，推动行业从分模块架构向感知规划端到端一体 化转型，同时实现安全体验升级。 这一数据印证了城市NOA作为汽车智能化核心配置的普及速度，2025年也成为该技术商业化落地的关 键推进年。 其中，Momenta的城市NOA搭载量达41.44万辆，在第三方供应商中占比61.06%，合作覆盖国内主流乘 用车企业，且全球前10大车企中有8家与其建立合作关系；华为HI模式通过与车 ...