4月24日，黑龙江天有为电子股份有限公司（股票代码：603202 简称：天有为）成功在上交所主板上市。招股书 显示，天有为主要从事汽车仪表的研发设计、生产、销售和服务，通过不断地研发创新，公司产品结构持续优 化，加速向智能座舱领域拓展，目前已成为国产汽车电子细分领域的代表性企业之一。 国产汽车仪表领先者，产品市占率位居前列 汽车电子是车身电子控制系统和车载电子系统的总称，对整车制造具有重要意义。上世纪70年代，汽车电子成 本在整车成本中的占比仅为3%，而到2015年，这一比例已增长至约40%，预计到2025年将达到60%。 仪表盘是汽车电子的重要组成部分之一，是集成了多种显示和指示信息的关键组件。 但目前国内汽车电子市场主要被外企占据，汽车仪表市场也不例外，根据盖世汽车研究院和平安证券的数据， 2020年国内液晶仪表市场中，博世、电装、大陆等企业合计占据约67%的市场份额，本土企业市场份额只占 33%。 自2003年成立以来，天有为聚焦汽车仪表行业，并在长期的发展中具备了为汽车整车厂商同步研发及批量供货 能力。当前公司产品已覆盖中外多家头部整车厂商及汽车零部件供应商，主要包括现代汽车集团、比亚迪、长 安汽车、 ...

Core Insights - The 2025 Shanghai International Automobile Industry Exhibition has become a significant global automotive industry "barometer" with nearly 1,000 exhibitors from 26 countries and regions, covering over 360,000 square meters [1][3][17] - The exhibition reflects the rapid growth of China's new energy vehicle industry, showcasing the rise of domestic brands and the transformation efforts of joint ventures and foreign brands [3][7] Industry Overview - The exhibition features major global automotive brands including Volkswagen, Mercedes-Benz, BMW, Ford, and luxury brands like Porsche and Bentley, indicating high participation from both domestic and international players [4][5] - The automotive technology and supply chain exhibition area has expanded significantly, with around 100,000 square meters dedicated to suppliers like Bosch, Huawei, and CATL, highlighting the growth in this sector [6][13] Technological Advancements - The focus of the exhibition has shifted from concept displays to the production of intelligent automotive technologies, with a notable increase in the sales of passenger cars equipped with Level 2 autonomous driving features, projected to reach 65% by the end of 2025 [7][12] - Major automotive companies are showcasing advanced intelligent systems, such as AI integration and high-level autonomous driving capabilities, with brands like BYD and NIO presenting their latest innovations [9][13] Market Trends - The exhibition marks a turning point in the automotive industry's competitive landscape, emphasizing the integration of artificial intelligence and big data into smart vehicles, indicating a shift towards "intelligentization" in the industry [14][17] - The proportion of new energy vehicles at the exhibition exceeds 70%, reflecting the industry's commitment to low-carbon and intelligent development [17]

Core Insights - Shenzhen Hangseng Electronics Co., Ltd. and Beijing Four-Dimensional Map Technology Co., Ltd. signed a strategic cooperation agreement to enhance automotive intelligence technology and industry upgrades [1][3] Group 1: Strategic Cooperation - The partnership will leverage the technical strengths of both companies, focusing on advanced driver assistance systems, intelligent cockpits, big data platforms, and manufacturing [1][3] - A joint research and development team will be established to innovate in areas such as chip design, combined driver assistance systems, and AI model applications [4] Group 2: Technological Collaboration - Both companies will collaborate on next-generation chip development, exploring innovative industry cooperation models and promoting joint technology and business initiatives [4] - In the intelligent cockpit sector, they will work on software applications, cloud services, and AI model applications to create user-centric solutions [4] Group 3: Manufacturing and Supply Chain - Hangseng will provide high-quality manufacturing support to Four-Dimensional Map, enhancing production capacity and delivery efficiency [4] - The collaboration aims to create a full lifecycle competitive advantage covering research, production, delivery, and recycling in the smart automotive supply chain [4][5] Group 4: Future Outlook - The partnership seeks to redefine traditional supply chain collaboration by establishing a new industry relationship characterized by technological symbiosis, capacity resonance, and data sharing [5] - The goal is to provide automotive companies with comprehensive capabilities from chips to cloud services, enhancing safety and intelligence in user travel experiences [5]

以下文章来源于36氪汽车 ，作者徐蔡钰 36氪汽车 . 看懂汽车产业新百年。36氪旗下智能电动车产业报道公号。 在智能化时代硬磕性能。 文 ｜ 徐蔡钰 编辑 ｜ 李勤 杨轩 来源｜ 36氪汽车（ID：EV36kr） 封面来源 ｜ IC photo 小米汽车，在欧洲寻求技术与市场的新突破。 36氪独家获悉，小米汽车正稳步推进欧洲布局。在德国慕尼黑，小米建立了一个汽车研发中心，目前，该研发中心规模不足50人，主要成员均为管理层及业 务专家。 此外，小米还有意继续挖掘设计人才，在欧洲孵化一个新的汽车设计中心。 36氪就此消息向小米汽车求证，小米官方确认了欧洲研发中心的存在，但否认了欧洲销售体系。 欧洲研发中心的建立，对小米汽车而言不仅是研发能力的扩充，更是品牌差异化的战略布局。 赛道，通常是新品牌吸引大众眼球的起点。如今，行业竞争已从电动化发展到智能化。奔驰、宝马、保时捷等一众国外豪华品牌，都在追赶智能座舱、智能 驾驶的研发。 在智能化的花样竞赛中，小米却选择了一条传统汽车品牌的"老路"：继续挑战赛道，深耕汽车性能研发。 布局欧洲研发 小米瞄准高性能调校能力 有知情人士告诉36氪，小米汽车慕尼黑研发中心目前没有大规 ...

Group 1 - Alibaba International Station has rapidly ascended to the top of the shopping chart in the US App Store, ranking in the top ten of app downloads in over 120 countries globally, showcasing the strong capabilities of China's cross-border e-commerce [1] - The surge in popularity is attributed to the "China Factory Revealed" trend on TikTok, which has increased awareness among overseas consumers about Alibaba International Station's direct connection to source factories and its provision of high-cost performance products [1] Group 2 - Hangzhou QuanZhi Technology Co., Ltd., an innovative player in the industrial robotics sector, has completed a Pre-A round financing of several tens of millions, which will be used for core technology R&D, expansion of smart manufacturing bases, and market application scenario development [2] - The financing reflects the recognition of QuanZhi Technology's strength in a highly competitive industrial robotics market, enabling increased R&D investment and product performance optimization to better compete and capture a larger market share [2] Group 3 - Four-dimensional Map New Technology Co., Ltd. has signed a strategic cooperation framework agreement with Beijing Volcano Engine Technology Co., Ltd., aiming to promote deep collaboration in automotive intelligent technology and product fields [3] - The partnership seeks to create industry-leading "smart cockpit & assisted driving" solutions and advanced data closed-loop infrastructure, potentially breaking the homogenization deadlock in the automotive intelligent sector [3] - Successful implementation of this collaboration could open new avenues in market competition, especially against established players like Huawei, and elevate the automotive intelligence landscape [3]

Group 1: Automotive Parts Business Performance - In 2024, the automotive parts business generated over 7 billion CNY in sales, marking a year-on-year growth of 37.7% [3] - The automotive parts segment accounted for the largest share of the company's revenue, driven by strong demand from mainstream domestic car manufacturers [4] - The product structure shows that the revenue from major assembly projects has increased to 67.97%, contributing significantly to profit [5] Group 2: Competitive Advantages - The company has established a comprehensive industrial layout with over 20 production bases, ensuring proximity to major automotive manufacturers for timely supply [3] - It possesses a strong technical and R&D capability, with 554 patents granted, including 53 invention patents, focusing on intelligent cockpit technologies [3] - The company has built a stable customer base, including major brands like Geely, Changan, and BYD, enhancing its market reputation [4][8] Group 3: Future Outlook and Industry Trends - The automotive industry is expected to maintain growth, with a projected 4.7% increase in total vehicle sales in 2025, and a 24.4% rise in new energy vehicle sales [6] - The oil and gas equipment sector is anticipated to grow steadily, supported by national energy security strategies and increasing domestic oil and gas production [6] - The high-performance functional materials market is expanding, with a 14.05% revenue growth driven by partnerships with leading electronic manufacturers [6] Group 4: Challenges and Strategic Focus - The military products segment saw a significant decline in revenue, dropping by 75.72% to 974.46 million CNY in 2024 due to market demand fluctuations [10] - The company aims to enhance its product innovation in line with trends in electric and intelligent vehicles, focusing on integrated solutions to increase vehicle value [8] - Strategic investments will be made in key projects to support technological innovation and market expansion [6]

Core Insights - Horizon showcased its L2 urban driving assistance system, Horizon HSD, at the 2025 product launch in Shanghai, highlighting its technological strength in automotive intelligence and the accelerating trend of smart vehicle adoption [1][4] Group 1: Technology and Performance - The Horizon Journey 6P provides robust computational resources for the HSD urban driving assistance system, supported by Arm's powerful CPU capabilities to handle complex computational tasks [3] - The HSD system integrates CPU, GPU, and MCU resources, achieving a computing power of 560 TOPS, capable of supporting full-stack computational tasks for urban driving assistance [4] - Arm Cortex-A78AE features safety designs, including mixed-criticality architecture and hardware-level safety mechanisms, effectively meeting the safety requirements for driving assistance [4] Group 2: Market Impact and Collaborations - Horizon HSD will debut as an advanced solution for Chery's "Falcon" and is set for mass production in September 2025, with over 8 million units shipped and more than 200 models launched [5] - Horizon has maintained close technical collaboration with Arm, providing support for various manufacturers, including SAIC, Chery, BYD, and others, accelerating the evolution of driving assistance technology [5] - Arm's continuous innovation in automotive technology, including the introduction of the Arm Neoverse V3AE CPU, aims to meet the high-performance demands of advanced driving assistance systems [5][6] Group 3: Future Directions - Arm plans to launch an automotive computing subsystem (CSS) to optimize performance, power consumption, and chip area for its partner ecosystem [6] - The future of automotive technology is seen in seamless solutions integrating edge computing, IoT, and AI, with Arm committed to providing scalable, efficient, and secure solutions for the automotive industry [6]

【环球网智驾报道 记者 心月】在第21届上海国际车展期间，全球科技公司安波福首发多款为中国市场量身定制的本地化创新方案，深度赋能中国车企向更 高水平的智能化、电动化进军。环球网记者与安波福中国及亚太区总裁杨晓明就本土化战略布局、面临的行业挑战以及未来愿景等方面进行了深入探讨交 流。 安波福全力推进"在中国，为中国"战略，持续加大投资。杨晓明介绍，在去年设立新的风河上海软件中心、常熟汽车技术研发中心和投资中国本土企业智驾 科技MAXIEYE之后，今年车展又宣布多项重大投资。如今年下半年，两座聚焦新能源汽车的全新工厂将投产，中国主动安全产品线智能黑灯工厂也将落 地，中国数据中心、测试中心等已进入规划筹备阶段。 在完善布局的同时，安波福深度推进国产化，完善本土供应链配套能力。目前已开发百余家本土核心供应链伙伴，目标是实现核心物料百分百国产化。杨晓 明称："我们正在全力、全速推进本地化战略2.0，构建起全面、彻底、完整的中国方案。"通过带动本土供应链发展，安波福助力国内合作伙伴接入全球汽 车供应链，预计2027年实现中国供应链的全球覆盖。 应对行业挑战：从容布局，化解难题 面对地缘政治带来的关税问题和潜在芯片短缺风险 ...

Industry Overview - The automotive industry has undergone a significant transformation in the past two years, shifting from a price war to a focus on technology and competitiveness [1][2] - The 2025 Shanghai Auto Show reflects a new market landscape, with new energy vehicles (NEVs) penetration rate surpassing 50% and domestic brands achieving record market shares [1][2] Market Performance - Automotive production and sales have increased by over 20% compared to two years ago, with Q1 2025 showing production of 756.1 million units and sales of 747 million units, representing year-on-year growth of 14.5% and 11.2% respectively [3][4] - NEV market penetration rose from 34% to 51% over the same period, with domestic brands' NEV penetration increasing from 54.7% to 72% [3][4] Brand Dynamics - Domestic brands have become mainstream, capturing over 60% of the market share, with BYD further expanding its lead as the sales champion [4][5] - In Q1 2025, domestic brands accounted for 62.7% of retail sales, a 7.7 percentage point increase from the previous year [5][6] Competitive Landscape - The competitive landscape has shifted, with domestic brands now dominating the top sales rankings, while traditional foreign brands have seen a decline in presence [6][8] - New entrants and technology companies, such as Huawei and Xiaomi, have gained visibility, while some traditional brands have exited the market [8][10] Supply Chain and Technology - The supply chain has become a focal point, with a significant increase in exhibition space dedicated to automotive technology and supply chain solutions at the 2025 Shanghai Auto Show [10][11] - Major technology firms, including international players, are showcasing advancements in chips, semiconductors, and autonomous driving solutions [11][12]

Core Viewpoint - The company has demonstrated significant growth in revenue and profit, driven by high-demand products in the PCB industry and a strategic focus on global expansion and technological innovation [9][10][11]. Company Overview - The company operates in the "C33 Metal Products Industry," specifically in "C332 Metal Tool Manufacturing," focusing on cutting tools and related products [5][6]. Business Performance - In 2024, the company achieved a total revenue of 1.58 billion yuan, representing a year-on-year increase of 19.65%. The cutting tools segment generated 1.191 billion yuan, up 14.26%, accounting for 75.40% of total revenue [9]. - The net profit attributable to shareholders was 227 million yuan, a growth of 3.45%, while the net profit excluding non-recurring items was 202 million yuan, increasing by 14.76% [9]. Market Position - The company holds a 26.5% market share in global PCB drill needle sales as of 2023, indicating a strong competitive position in the industry [7]. Product and Market Development - The company is focusing on high-end products, particularly in response to the growing demand for AI servers and high-value PCB products, leading to the establishment of a dedicated research team for micro-drill development [10]. - The overseas revenue reached 92.67 million yuan, marking a significant increase of 96.95%, reflecting the company's efforts to expand its global footprint [12]. - The company's film products generated approximately 155 million yuan in revenue, a growth of 72.84%, driven by increased demand in various applications [13]. Equipment and Technology - The company has made advancements in its equipment technology, with a focus on five-axis tool grinding, achieving a shipment of over 70 CNC grinding machines in the year [14]. - The revenue from intelligent CNC equipment was 54.89 million yuan, showing a year-on-year increase of 15.55% [15].