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中国汽车制造第一省,安徽
AI研究所· 2025-05-16 18:00
中国汽车产业 的 格局 正在经历 一次深刻重塑 。 最新出炉的国家统计局数据显示, 在 2025 年第一季度的汽车产量竞赛中,安徽以 76.17 万辆的 产量一骑绝尘,强势登顶全国榜首 。 这一成绩比传统汽车制造强省广东还要高出近 10 万辆 ,含金量不必多说 。 放眼全国,在汽车制造业方面, 安徽不仅成功 " 挑落 " 广东、江苏、山东、浙江这四大经济强 省,更是将吉林、湖北、重庆、上海等传统汽车制造 "大户" 远远甩在身后,成为本季度汽车产量的 大赢家。 于安徽而言,这无疑是值得载入产业史册的里程碑式突破。 回溯到 2018 年, 彼时 安徽的汽车产量全年 为 82.43 万辆 (注意看,是全年) ,在全国仅排名 第 14 位。然而,短短几年间,安徽汽车产业便实现了从 " 跟跑 " 到 " 领跑 " 的跨越。 安徽,怎么做到的? 复盘全省汽车产业的崛起,或许能找到华丽转身的产业密码。 01 安徽汽车产业崛起的引擎 安徽汽车产业的崛起,离不开龙头企业的战略布局与政府 "风投式招商"的精准协同。 合肥坐拥江淮、蔚来、大众安徽、比亚迪和长安等 5 大整车品牌,芜湖则是奇瑞汽车的大本营。 其中,比亚迪在合肥的崛起 ...
国内首个覆盖一线城市核心城区的24小时Robotaxi服务网络在广州开通
Sou Hu Cai Jing· 2025-05-16 16:19
文远知行GXR在广白云国际机场。受访单位供图 文远知行是全球最早实现自动驾驶出行服务开放道路商业运营的自动驾驶科技公司之一,2019年在广州推出中国首个公开收费运营的自动驾驶出行服务,当 前已在中国、阿联酋、瑞士3个国家8座城市构建起服务运营网络。 目前,文远知行所在黄埔区已形成了传统汽车与新能源智能网联汽车双轮驱动、并行发展的良好态势。在智能与新能源汽车领域,黄埔区主攻智能驾驶、智 能座舱、整机控制三大平台及"三电"核心系统等关键领域,吸引了小鹏汽车、现代汽车、百度阿波罗智车等行业龙头项目,落地广汽本田新能源等重大产业 项目,并推动车身一体化轻量化供应商等产业链上下游企业签约落地。文远知行、百度阿波罗、深圳市AutoX等企业均在黄埔区开展自动驾驶测试、应用示 范运营工作,已初步形成各类市场主体互融共生、分工合作、利益共享的新型智能网联产业生态。 5月14日,广州黄埔自动驾驶科技企业文远知行宣布,在广州市中心开通8条自动驾驶出行服务示范运营专线,率先落成中国首个覆盖一线城市核心城区的全 天时24小时自动驾驶出行服务网络。 本次在广州开启的自动驾驶出行服务全天时运营网络,不仅纵贯广州塔、广交会展馆、花园酒店、珠 ...
天有为IPO:发行价93.5元创14个月新高
Sou Hu Cai Jing· 2025-05-16 09:42
2025-04-15 19:41:07 作者: 据公开资料显示,天有为是一家专注于汽车仪表盘供应的企业,也是现代汽车集团的核心供应商之一。 除了现代汽车集团外,天有为还成功进入了比亚迪、长安汽车、一汽奔腾、奇瑞集团、上汽通用五菱、 吉利集团、悦达起亚、江淮汽车等多家知名汽车品牌的供应链体系。 从财务数据来看,2022年至2024年,天有为的营业收入分别为19.72亿元、34.37亿元和44.65亿元,净利 润则分别为3.97亿元、8.43亿元和11.36亿元,展现出强劲的增长势头。 当前,天有为正逐步向智能座舱领域拓展业务。在智能座舱中,车载屏幕承担着人车交互、信息显示以 及导航娱乐等多项核心功能。为了提升信息展示的丰富度与准确性,同时强化个性化和场景化服务,汽 车行业正在逐渐减少物理按键的使用,转而增加屏幕数量,推动汽车仪表、车载信息娱乐系统等朝多屏 化、大屏化和联屏化的方向发展。 此外,智能座舱的服务对象也从驾驶员扩展到其他乘客,副驾驶和后排乘客对娱乐功能的需求进一步提 升了车内屏幕的使用量。作为智能网联汽车企业的核心战略方向,智能座舱正引领软硬件一体化的创新 体验,成为各大车企差异化竞争的关键领域。 未 ...
国内整车、零部件、后市场等投资并购活动2024年均放缓
Sou Hu Cai Jing· 2025-05-16 06:13
2024年,愈演愈烈的价格战和"内卷"风波导致主机厂利润空间受到严重挑战,投资并购情况也受到相应不 利影响。2024年整车制造领域并购交易数量为54笔,共计交易金额为478亿元,相较上年大幅下滑,降幅 将近52%。受主机厂竞争加剧及新能源乘用车市场趋于成熟等因素影响,资本扩张趋于审慎。商用车相关 的细分领域如新能源重卡、智能商用车,凭借应用场景持续拓展,交易热度不减,或为整车制造领域投资 并购交易提供新动能。 2024年,中国汽车行业在全球局部地缘博弈深化、产业链重构压力加剧以及消费需求分层提速等多重因素 中韧性前行。PWC日前发布的《2024年中国汽车行业并购活动回顾及未来展望》报告显示:汽车行业 2024年并购交易金额将近1,681亿元,交易数量为528笔。相较于2023年汽车行业并购市场,2024年交易金 额和数量下滑逐步放缓,相较上年降幅分别达32%和3.6%。 整车制造:商用车制造领域成为新焦点 如上图统计:传统汽车部件投资并购交易数量维持稳定,但交易金额有所下降,平均交易金额较去年下降 近23%;受到能源转型大趋势及智能化变革的影响,传统汽车零部件领域的投资并购活动受到一定程度冲 击。 电动化汽车 ...
奇瑞全球开源计划首个海外协同创新中心落地
news flash· 2025-05-13 00:00
智通财经5月13日电,据奇瑞汽车消息,5月12日,开阳实验室与新加坡南洋理工大学在安徽芜湖签约, 标志着奇瑞全球开源计划首个海外协同创新中心落地。双方将围绕新能源智能网联汽车关键技术研发如 电动化、智能化、低碳化、产业集群方面及相关领域人才培养展开合作。 奇瑞全球开源计划首个海外协同创新中心落地 ...
上声电子: 苏州上声电子股份有限公司向不特定对象发行可转换公司债券募集资金使用的可行性分析报告
Zheng Quan Zhi Xing· 2025-05-12 13:09
Fundraising Plan - The company plans to raise a total of 330 million yuan through the issuance of convertible bonds, with a total investment of 445.55 million yuan allocated to various projects [1] - The company will initially invest using its own funds if the actual net amount raised is less than the planned investment amount, and will adjust the investment amounts accordingly [1] Market Background - The global electric vehicle (EV) market is experiencing rapid growth, with global sales expected to reach 18.24 million units in 2024, a year-on-year increase of 24.4% [2] - In China, EV production and sales are projected to reach 12.89 million and 12.87 million units respectively in 2024, with year-on-year growth rates of 34.4% and 35.5% [2] - The proportion of new energy vehicles in total new car sales is expected to rise to 40.9% in 2024, significantly exceeding the 20% target set for 2025 in the national development plan [2] Demand for Acoustic Products - The rapid development of the EV market is driving demand for automotive acoustic products such as speakers, subwoofers, and amplifiers [2][3] - Consumers are increasingly prioritizing in-car entertainment experiences, leading to higher expectations for sound quality and personalization in automotive acoustic systems [2][3] Project Details Speaker Intelligent Manufacturing Technology Upgrade Project - The project aims to invest 374.08 million yuan to upgrade outdated production lines at the company's Suzhou headquarters, enhancing automation and efficiency [4][5] - The company holds the leading market share in automotive speakers in China, with a global market share of 15.24% projected for 2024 [5][6] - Upgrading production lines is essential for maintaining competitiveness and meeting rising market demands for higher quality speakers [5][6] Vehicle Digital Audio-Video Technology Industrialization Project - An investment of 21.47 million yuan is planned for the development of new technologies such as AI amplifiers and digital speaker ASIC chips [9][10] - The project aims to enhance the company's R&D capabilities and align with the trend of increasing integration and intelligence in automotive systems [10][11] Industry Support and Technological Foundation - National policies are strongly supporting the development of the automotive acoustic industry, providing a solid foundation for project implementation [7][8] - The company has a rich technical reserve and a strong R&D framework, including multiple patents and research centers, which supports the project's success [7][8] Financial Impact - The fundraising will enhance the company's capital strength and improve its ability to respond to market demands, thereby increasing competitiveness and profitability [16][17] - The issuance of convertible bonds is expected to optimize the company's capital structure and reduce financial risks over time [16][17]
中国汽研:华东总部基地将在2025年底全面竣工验收投入试运行
Ju Chao Zi Xun· 2025-05-12 03:16
Group 1 - The East China headquarters project of China Automotive Research is in the final acceptance stage, with a 90% equipment procurement rate and 50% of the equipment already delivered for installation and debugging, expected to be fully completed and put into trial operation by the end of 2025 [2] - The project includes four major R&D centers focused on new energy vehicle testing, intelligent connected vehicle testing, electronic communication and software testing, and specialized parts and materials testing, enhancing the company's capabilities in intelligent, connected, electric, and low-carbon services [2] - The project aims to provide localized one-stop services for enterprises in East China, including standard formulation, common technology research, and third-party testing R&D services, becoming a public service platform for the development of the intelligent connected new energy vehicle industry in the region [2] Group 2 - The Southern (Shaoguan) Intelligent Connected New Energy Vehicle Testing Center, co-invested by China Automotive Research and China Quality Certification Center, is currently under construction, with an overall completion rate of 80%, expected to be completed and put into trial operation by the end of 2025 [2] - The Hydrogen Energy Quality Inspection and Testing Center has officially commenced operations in January 2024, running smoothly, and includes multiple laboratories for hydrogen vehicles, fuel cells, and powertrains [3] - The Hydrogen National Testing Center has established a testing system covering hydrogen vehicles, systems, and components, providing detection services for hydrogen fuel cell vehicles, key components, and hydrogen quality, encompassing the entire hydrogen energy industry chain [3]
南京首批无人驾驶公交车“上路”
Nan Jing Ri Bao· 2025-05-11 23:58
南京首批无人驾驶公交车"上路" 七月上旬市民可预约免费乘坐 □ 南京日报/紫金山新闻记者 吴春霞 实习生 王雨欣 5月11日上午,一辆L4级无人驾驶公交车从秦淮区白下高新区管委会出发,沿着测试道路开往南部新城 管委会。这是我市首批无人驾驶公交车,已进入道路测试阶段。记者从南京公交集团了解到,首批无人 驾驶公交车预计5月底完成道路测试,7月上旬市民可预约免费乘坐体验。 现场技术人员赵振宇向记者介绍,车辆之所以能够实现"自动驾驶",离不开这些"大眼睛"。车头正上方 搭载的"大眼睛"是主雷达,能够实时感知道路环境,锁定道路上的各个目标位置,精准识别目标物的轮 廓和距离。此外,车身四周还搭载7个小雷达和15个高清摄像头,能够覆盖驾驶员的视野盲区。 这些采集而来的图像等信息,会快速传输至车内的"大脑",通过算法做出科学合理的决策,从而驱使控 制系统做出避障、停车等驾驶行为。也正是缘于这套自动驾驶系统高效实时运转,才能让车辆在不同的 交通场景下安全自动运行。 既然是无人驾驶,为什么车上还坐着驾驶员?南京公交集团副总工程师易安强告诉记者,为了保障车辆 运行安全,无人驾驶公交车必须配有一名安全员,确保遇到突发情况后能够第一时 ...
“9年‘夭折’5家”:新能源汽车产业过度内卷的南京样本
南京,从市中心新街口出发,向东北方驱车40多公里,便是曾经声名赫赫的拜腾汽车厂区——与周边药品制剂基地、新材料工厂的热火朝天建设景 象不同,拜腾汽车数十万平方米园区内,鸦雀无声,高过人头的枯黄野草,如潮水般从四周"吞没"了工厂。 "已经停工好几年时间了。"留守的保安告诉《等深线》记者,目前工厂内仅有保安看守。一位住在附近的当地人向记者感慨:"这厂建设成有不少年 了,就一直没有开过。" 从远处眺望拜腾工厂园区内部,杂草横生,"成品车分拨中心VDC"隐约可见。《等深线》记者方超摄 新能源汽车产业链条长、带动性强,尤其是整车项目备受地方政府青睐。作为老牌汽车城的南京,过去几年也不断加码新能源汽车产业,但其此前 引入的"独角兽"拜腾汽车,却在成立短短几年后折戟。 拜腾工厂北门,两栋玻璃幕墙办公楼已建好。《等深线》记者方超摄 在南京市栖霞区保通路与靖西大道交叉路口的西北角,坐落着占地千余亩的拜腾汽车工厂。记者近期走访发现,厂区内的冲压车间、试制车间等功 能区皆已建成,但由于多年未从事生产经营活动,厂区显得空空荡荡,刚显绿的杂草则从土地缝隙中顽强地露出头来。 "你不能进去。"拜腾汽车工厂保安在一口回绝记者"进入工厂"请求 ...
助力重庆打造智能网联新能源汽车之都 2025中国智能汽车技术展在渝开展
Huan Qiu Wang· 2025-05-09 13:03
Group 1 - The 2025 China Intelligent Automotive Technology Exhibition opened in Chongqing, attracting nearly 10,000 professional visitors on its first day, with an exhibition area of 30,000 square meters and participation from 500 leading companies [2] - The exhibition aims to promote innovation and transformation in the western automotive industry, focusing on themes such as intelligent connected vehicles, new energy vehicles, charging equipment, automotive steel, and lightweight materials [2][3] - Key companies such as Baoshan Iron & Steel, Ansteel Group, and Wuling New Energy showcased innovative products and technologies, highlighting the industry's new ecosystem and regional advantages [2][3] Group 2 - The event included forums on intelligent connected vehicle technology and innovative automotive materials, addressing industry trends, strategic foresight, and technological breakthroughs [3] - The Vice Secretary-General of the China Automotive Industry Association emphasized the need for institutional guarantees and industry self-discipline for the sustainable development of the intelligent connected vehicle industry [5] - Chongqing aims to transition from a "manufacturing city" to an "intelligent driving capital," focusing on technological breakthroughs, ecological expansion, and talent resonance [5]