来源|贝多财经 5月23日，福瑞泰克（浙江）智能科技股份有限公司（下称"福瑞泰克"）再次递交招股书，报考在港交所上市。据贝多财经了解，福瑞泰克曾于2024年11月 递表，此次是材料"失效"后的一次更新。 相较于此前招股书，福瑞泰克补充披露了截至2024年末的财务数据等信息。招股书显示，福瑞泰克2022年、2023年和2024年的营收分别约为人民币3.28亿 元、9.08亿元和12.83亿元。 截至目前，福瑞泰克仍处于亏损状态。2022年、2023年和2024年，该公司的净亏损分别约8.55亿元、7.38亿元和5.28亿元，非国际财务报告准则下的经调整 净利润分别约-6.92亿元、-6.27亿元和-4.45亿元。 | | | | 截至12月31日止年度 | | | | | --- | --- | --- | --- | --- | --- | --- | | | 2022年 | | 2023年 | | 2024年 | | | | 人民幣元 | g | 人民警元 | 8 | 人民幣元 | 5 | | | | | (以干計,百分比除外) | | | | | 收入 | 327,722 | 100.0 | 907,63 ...

Group 1 - The smart connected vehicle ETF (159872.SZ) increased by 0.33%, with its associated index CS Vehicle Networking (930725.CSI) rising by 0.09% [1] - Major component stocks such as BYD rose by 2.05%, Aerospace Science and Technology by 2.22%, and CATL by 0.88%, reflecting a positive market sentiment towards the new energy vehicle and smart connected industry chain [1] - According to the latest survey by the China Passenger Car Association, the narrow passenger car retail market is expected to reach approximately 1.85 million units this month, representing a year-on-year growth of 8.5% and a month-on-month increase of 5.4% [1] Group 2 - Galaxy Securities noted that satellite communication is being integrated into high-level autonomous driving emergency link systems, particularly in western and high-speed scenarios, complementing 5G and vehicle-road collaboration [2] - The domestic policy continues to support "smart connected vehicles" and "vehicle-road collaboration," accelerating the construction of national smart connected vehicle demonstration zones and driving demand for vehicle communication [2] - The battery swap model, represented by CATL, enhances efficiency by reducing vehicle energy consumption and battery replacement costs, with applications in vehicle networking infrastructure such as NIO's battery swap stations [2]

在乘联分会秘书长崔东树看来，广东车企通过本土产业集聚优势、相关产业链高度耦合，特别是汽车与 ICT（信息与通信技术）两大核心产业的紧密互动和深度融合，得以巩固了在新能源汽车市场的地位。 广汽+华为： 汽车大厂+科技巨头牵手创"新" 5月22日，第二十一届文博会开幕首日，一台车长超过5.2米的新能源汽车出现在广汽展台，这也是文博 会历史上第一次新车发布。开进文博会现场的传祺向往M8乾崑，正是广汽传祺与华为联合创"新"计划 的首款车。 当汽车大厂与科技巨头牵手，将怎样共建应用场景创新体系？广汽+华为的组合，已给市场充分想象空 间。事实上，在新能源汽车产业链上，强强联合的"广东军团"已战果颇丰：去年广东新能源汽车产量达 361.78万辆，同比增长43%，占全国总产量的四分之一，充分彰显了"广东军团"在全国乃至全球新能源 汽车产业中的领先地位。超过1.2万家相关企业，已形成从上游原材料、核心零部件到整车制造，再到 下游充换电服务、电池回收等后市场的全产业链生态体系。 作为广东的两大龙头企业，广汽与华为的合作向来关注度颇高。去年4月的北京车展上，广汽集团高调 官宣，广汽传祺将与华为共同开启联合创"新"计划，广汽传祺也成 ...

从2020年下半年开始，一场持续约三年的汽车芯片荒席卷全球，一度导致整车厂减产、减配，中国新能源汽车更因车规级芯片的进口依赖度高而被波及。 这一刻，刚刚实现中国第一款16纳米车规级芯片流片的仇雨菁看到了机会。她曾是全球最大汽车半导体供应商恩智浦的车规级芯片研发总负责人，带领团队 推出了市场占有率最高的汽车座舱芯片。 2018年，汽车产业正值从传统燃油技术向新能源与智能网联化迈进的转型节点，仇雨菁感受到大变革即将来临的兴奋。但高通收购恩智浦的消息不胫而走， 她所带领的研发团队可能面临拆分。于是，大家决定一起创业。 当年6月，曾经共同奋战的几十位老将打消顾虑，一起走出行业龙头的大楼，创立了芯驰科技。作为创始人，仇雨菁欣喜地看到，由于相互熟悉信任而且满 腔热血，团队从一开始运转就默契十足。 传统汽车一般有五六百颗芯片，新能源智能网联汽车却需要数千颗。其中，处理和控制座舱内各种设备和软件的座舱芯片相当于"大脑"。创业团队最早启动 的项目，就瞄准了这一关键领域。 虽然有脱胎于国际半导体巨头的核心团队，但初创公司要推出一款符合未来趋势的座舱芯片谈何容易。当时，国内还没有任何一家企业可以自主设计、量产 和应用高性能的座舱芯 ...

Investment Rating - The report does not explicitly state an investment rating for the industry or company Core Insights - Huawei is positioned as a supplier of incremental components for intelligent connected vehicles, leveraging its full-stack capabilities to drive innovation in the automotive industry [1][6][11] - The company has established three collaboration models with automakers: Hongmeng Intelligent Driving, HI model, and traditional parts supply, enhancing its integration within the automotive ecosystem [14][15][17] - Huawei's automotive business unit (BU) has become independent and achieved profitability in the first half of 2024, indicating a successful transition from a research lab to a standalone entity [29][34] Summary by Sections 1. Core Insights - Huawei's full-stack intelligence is expected to lead the transformation of the automotive industry, focusing on smart driving, smart cockpit, and smart control [6][42] - The company has a unique position in the market due to its extensive experience in ICT and continuous high R&D investment [6][44] 2. Positioning as a Supplier - Since entering the automotive sector in 2013, Huawei has evolved from providing communication modules to becoming a key supplier of smart components, focusing on intelligent driving and cockpit technologies [11][12] - The establishment of the intelligent automotive solutions BU in 2019 marked a strategic shift towards becoming an incremental component supplier without manufacturing vehicles [29][34] 3. Collaboration Models - Huawei collaborates with automakers through three main models: - **Hongmeng Intelligent Driving**: Deep involvement in product definition and sales channels [14][17] - **HI Model**: Provides integrated solutions while collaborating on vehicle development [14][15] - **Parts Supply Model**: Supplies standardized components to automakers [15][16] 4. Financial Performance - The automotive BU's revenue has shown significant growth, with projections indicating a revenue of 263.53 billion yuan in 2024, and a turnaround from losses to a profit of 22.31 billion yuan in the first half of 2024 [34][37] 5. Market Outlook - The report anticipates that Huawei's full-stack intelligence will be a critical advantage in the future development of the automotive industry, with increasing collaboration with various automakers [6][5][17]

Group 1 - The M200 agricultural unmanned vehicle demonstrates efficiency in pest control, operating at 10 times the speed of manual labor and covering 100 acres in 8 hours while saving over 50% in pesticide usage [1] - The Xi'an Xianyang International Airport's third-phase expansion enhances logistics efficiency and reduces international trade barriers through a comprehensive transportation center and a 5G private network [4] - The Xi'an Free Trade Zone in Xixian New Area has introduced 59 new reform and innovation achievements in 2024, promoting high-quality enterprise development and cross-regional collaboration [2] Group 2 - The second phase of Meinan Biotechnology's project is under construction, aiming for a production capacity of 120,000 tons and an annual output value exceeding 2.5 billion yuan [3] - The Xixian New Area has attracted 37 enterprises in the intelligent connected vehicle industry, with a projected total output value exceeding 4 billion yuan in 2024 [1] - A collaboration among 18 companies in fields like smart agriculture and ecological restoration aims to expand into emerging markets in the Middle East and Central Asia [2]

工信部今年4月起对智能网联汽车的宣传进行强监管，要求汽车企业充分开展组合驾驶辅助测试验证，明确系统功能边界和安全响应措施，不得进行夸大和 虚假宣传。中国汽车工业协会联合中国汽车工程学会也发布规范驾驶辅助宣传与应用的倡议书。一时间，车企对自动驾驶、自主驾驶、智能驾驶、高阶智驾 等说法，纷纷改称辅助驾驶。 3、未来无论是L2、L3或L4级别的辅助驾驶，都将向平权方向发展。技术正突破高价壁垒，走向规模化应用。 普及辅助驾驶需以安全性为前提 监管趋严，辅助驾驶如何平衡技术普及与安全性？怎样建立跨车企的辅助驾驶事故数据库？新京报贝壳财经记者就辅助驾驶发展相关话题，邀请企业、专家 9位嘉宾参与《车圈圆桌派》一同探讨。 制图/许骁 【圆桌嘉宾】 戴一凡 清华大学苏州汽车研究院总工程师 庄景乾 罗兰贝格合伙人 卢放 岚图汽车首席执行官 邓承浩 深蓝汽车首席执行官 吴会肖 长城汽车首席技术官 张君毅 商汤绝影首席财务官 汪浩伟 均胜电子智能汽车技术研究院院长 郑庄成 四维图新ADS行泊一体产品线负责人 张瑞雪 图灵量子售前方案总监 【核心观点】 1、没有绝对安全的系统，公众对辅助驾驶的相对信任，才是业界需要去追求的。辅助驾驶正 ...

区、坪山区、光明区、大鹏新区试行"扫码入企"，遇到不规范检查，企业可扫码反馈。 "无事不扰，有求必应。"对很多企业家来说，深圳是企业健康发展、企业家健康成长的沃土，深圳也以持续 优化的政务服务让企业家们吃下"定心丸"。2024年，我市全年新增经营主体56万户，总数超440万户，总量和 创业密度稳居全国大中城市首位，境内外上市公司达579家、国家高新技术企业达2.47万家、专精特新企业达 1.08万家，形成大企业顶天立地、创新企业开天辟地、中小微企业和个体工商户铺天盖地的发展格局。 深圳是民营企业发展的沃土。总部位于深圳的比亚迪已发展成为世界500强企业。 深圳特区报记者 刘钢 摄 深圳新闻网2025年5月21讯（深圳特区报记者 邹媛）"以前申报政策像'开盲盒'，要翻遍文件找门槛、算额 度，现在政策直接'找上门'。"碧辟小桔新能源政府事务专员程凌强昨日接受记者采访时对"深圳服务"赞叹不 已，在政务云平台仅需上传2份佐证文件和1份承诺书，系统便可实时审核申请条件，自动反馈可申领金额， 如审核不通过，系统也会详细告知原因，企业可随时修改再次申报。 作为"民营经济第一城"，深圳持续优化民营经济发展市场环境，持续加大民 ...

点 击 蓝 字 关 注 我 们 目 录 4、河南省人民政府办公厅印发《河南省促进民营经济高质量发展行动计划》 5、浙江平湖市人民政府印发《平湖市推动经济高质量发展若干政策(2025年版)》 6、5 或 3 万元/桩! 重庆下发超充基础设施建设奖励办法 7、山东任城区：推动"僵尸企业"和"僵尸桩"有序退出机制，提升安全运行水平 8、7920 万元! 重庆市下达 2025 年县域充换电设施补短板试点县预拨奖励资金 9、广东省发展改革委发布关于新能源汽车向电网放电上网电价问题的批复 10、江苏苏州市政府印发《苏州市推动智能车联网和新能源汽车产业发展的若干措施》 政策信息 1、山西大同:积极推广换电重卡,加大充换电设施建设的用地、资金等支持力度 l I I、日雨|间晏电动汽牛允电仕允厌电服务仪费怀佳（个古电费） 12、国家数据局：着力发展智能网联新能源汽车等新一代智能终端及智能制造装备 13、中共中央、国务院:公务用车集中采购,应当选用国产汽车,优选新能源 行业信息 2、贵州省能源局发布关于公开征求《贵州省电力需求响应交易方案（2025年版） (征 求意见稿）》意见的通知 3、四川:支持企业攻关大中型无人机、载人 e ...

Group 1 - The Hong Kong stock market indices showed a narrowing decline, with the Hang Seng Tech Index ETF experiencing a slight downturn, while stocks like Meituan and Xiaomi led the gains [1] - The new mandatory national standard for light vehicle automatic emergency braking systems (AEBS) is set to replace the current standard, expanding its applicability to light commercial vehicles [1] - The new standard requires M1 and N1 class vehicles to be equipped with automatic emergency braking systems, indicating a significant regulatory shift in the automotive industry [1] Group 2 - The implementation of the new automotive regulations is expected to enhance the market penetration of AEBS, creating growth opportunities for the related supply chain [2] - Short-term benefits are anticipated for AEBS component suppliers due to increased business volume, while mid-term advantages will accrue to automotive electronics and intelligent driving system integrators [2] - Long-term growth is expected for autonomous driving technology providers and vehicle manufacturers as they benefit from AEBS technology upgrades and the promotion of smart connected vehicles [2] Group 3 - The Smart Vehicle ETF focuses on significant AI applications, highlighting its strong technological attributes [3] - The Automotive Parts ETF is expected to perform well as the replacement process accelerates within the parts sector [4] - The Hong Kong Stock Connect Automotive ETF includes leading vehicle manufacturers such as BYD, Li Auto, and Xpeng [5]