Core Viewpoint - Beijing University of Science and Technology Vocational College (Beijing Vocational University) focuses on high-precision industries in the capital, emphasizing the integration of education, technology, and industry to foster innovation in smart transportation and intelligent connected vehicle manufacturing [1][3]. Group 1: Industry Collaboration and Innovation - The university established the "Smart Transportation Education and Technology Integration Innovation Studio" in 2021, collaborating with companies like Beijing Benz and Baidu Apollo to develop core technologies for smart transportation [3][4]. - The studio has undertaken 45 commissioned technical service projects for enterprises, generating approximately 120 million yuan in economic benefits [3]. - A specific project involved developing an intelligent analysis system for online measurement of vehicle body dimensions, aimed at improving manufacturing precision and production line stability [4]. Group 2: Talent Development and Education - The university collaborates with leading automotive companies to create various educational initiatives, including the first Automotive Intelligent Manufacturing Field Engineer Academy with Beijing Benz and the first ARCFOX Academy with BAIC New Energy [5][8]. - Over the past five years, the automotive program has trained more than 1,400 high-skilled technical talents, with a significant portion of senior technicians at Beijing Benz coming from this program [8]. - The university integrates modern technology into its curriculum, requiring students to understand programming and communication protocols, enhancing their employability [5]. Group 3: Internationalization and Cultural Exchange - The university actively recruits international students and develops bilingual training programs, contributing to the global dissemination of Chinese automotive vocational education standards [10]. - Initiatives include creating immersive experiences for local communities to engage with smart transportation technologies, thereby enhancing cultural understanding and technological awareness [10]. - The university aims to bridge technological gaps through cultural initiatives, promoting the integration of hard technology and soft culture in smart transportation [10].

Core Viewpoint - The Hangzhou Municipal Government has issued the "Implementation Measures for the Innovative Application Management of Intelligent Connected Vehicles," emphasizing the need for enhanced management and support for the intelligent connected vehicle industry [1] Group 1: Government Initiatives - The municipal government will strengthen leadership in the management of intelligent connected vehicles and establish a joint supervision and management mechanism [1] - Relevant industrial policies and measures will be formulated and implemented to promote the development of the entire industrial chain of intelligent connected new energy vehicles through testing and application [1] Group 2: Local Government Responsibilities - District and county governments are tasked with enhancing leadership and increasing financial support for industrial development [1] - Local governments are responsible for daily supervision of vehicles on the road, as well as necessary infrastructure construction for intelligent roadside facilities, including network transformation and data governance [1]

Core Viewpoint - The company, Guangting Information, is expanding its overseas market and industry applications by acquiring 100% equity of Chengdu Kaimate Technology Co., Ltd. for 360 million yuan, marking a significant step in its strategic layout in the intelligent connected vehicle sector and international markets [1][2]. Group 1: Acquisition Details - The acquisition price for Kaimate Technology is set at 360 million yuan, with Guangting Information planning to use 180 million yuan of raised funds for part of the payment, while the remainder will be covered by its own or self-raised funds [2]. - Kaimate Technology is a comprehensive software and information technology service provider focusing on the automotive supply chain, fintech, and healthcare sectors, primarily serving Japanese enterprises [2]. - Post-acquisition, Kaimate Technology is expected to contribute significantly to Guangting Information's profit growth, with performance commitments of net profits of no less than 38 million yuan, 45 million yuan, and 52 million yuan for the years 2025 to 2027 [2]. Group 2: Financial Performance - In the first quarter of 2025, Guangting Information reported a revenue of 134 million yuan, a year-on-year increase of 10.52%, and a net profit of 24.03 million yuan, marking a significant turnaround with an increase of 835.28% compared to the previous year [4]. - The company's intelligent connected vehicle testing services, particularly for Honda's overseas models, have seen substantial growth, contributing to the overall revenue increase [4]. - The fluctuation in the Japanese yen has resulted in significant exchange gains, with financial expenses for the first quarter of 2025 reported at -13.26 million yuan, a decrease of 338.69% from the previous year [4]. Group 3: Technological Advancements - Guangting Information has developed the "Super Software Workshop" SDW 2.0 platform, which has been piloted among mainstream clients, significantly enhancing software delivery efficiency [5]. - The company is accelerating the productization of core technologies such as the virtual testing platform "Digital Car" and the 3D intelligent cockpit platform UEA, establishing a solid technological moat [5]. - The company plans to continue deepening its "AI + automotive software" strategy, increasing R&D investment, optimizing its business structure, and accelerating internationalization [5].

营收持续增长，信创 PC 加强投入 软件开发 执业证书编号：S0740520060001 Email：suyi@zts.com.cn 分析师：刘一哲 执业证书编号：S0740525030001 Email：liuyz03@zts.com.cn 基本状况 | 总股本(百万股) | 216.98 | | --- | --- | | 流通股本(百万股) | 216.92 | | 市价(元) | 41.51 | | 市值(百万元) | 9,006.91 | | 流通市值(百万元) | 9,004.39 | 确立信创新增长路径》2025-04-14 诚迈科技（300598.SZ） 证券研究报告/公司点评报告 2025 年 06 月 11 日 公司点评报告 分别为 24.93/31.28/38.00 亿元（2025-2026 年前预测值为 26.27/33.03 亿元），归母 净利润分别为 0.10/0.81/1.46 亿元（2025-2026 年前预测值为 0.10/0.78 亿元）。我 们看好公司在信创、智能网联汽车业务上的快速发展，经营管理优化后，利润有望实 现扭亏为盈，整体维持"增持"评级。 风险提示：政策落地不 ...

Group 1 - The bus industry is entering an adjustment phase in 2025 after rapid growth in 2024, leading to structural changes in demand and fluctuations in sales for many bus companies [1] - Yutong Bus has shown strong performance in overseas markets, with nearly a thousand units delivered in Central Asia and deepened cooperation in Saudi Arabia, showcasing its market expansion capabilities and brand influence [1] - Yutong has deepened its strategic cooperation in Saudi Arabia, with 165 customized buses operating in Medina, supporting the local public transport system [1][2] Group 2 - The success of Yutong in the Saudi market is attributed to its precise understanding of local market demands and continuous investment in technology research and development [2] - Yutong is set to deliver 700 buses to Turkmenistan, serving the capital Ashgabat's one million residents, highlighting its strengths in smart connectivity and interior quality [2] - By 2025, Yutong's total sales in five Central Asian countries have surpassed 10,000 units, including approximately 1,000 new energy vehicles, supported by a comprehensive service network [3] Group 3 - Yutong has established a significant market presence in Central Asia, with a focus on local production and service networks, effectively reducing costs and enhancing product competitiveness [3] - The company has tailored its products to meet the specific climate and road conditions of Central Asia, further solidifying its market position [3] - Yutong's ongoing investments in technology innovation, market expansion, and localized cooperation will continuously strengthen its competitive edge in the global bus market [3]

点 击 蓝 字 关 注 我 们 目 录 行业信息 政策信息 1、工信部:加大汽车行业"内卷式"竞争整治力度 2、印度：企业可享 15%关税优惠进口电动汽车 3、截至 5 月 31 日汽车以旧换新补贴申请量达 412 万份 4、2025（第三届）未来汽车先行者大会举行 5、小马智行与深圳西湖集团达成战略合作 6、2025 粤港澳大湾区车展假期成交 40亿元 7、中日班轮"新鉴真号"首次批量装载国产新能源汽车出口，运往大阪 8、四维图新与阿里云达成战略合作 聚焦辅助驾驶及车联网等领域 9、远景动力法国电池超级工厂投产 每年为 20 万辆电动车提供电池 10、商务部等五部门组织开展 2025年新能源汽车下乡活动 11、中科电气：拟投资不超过 80亿元建设锂离子电池负极材料一体化基地项目 12、2024年新能源汽车电池装机量大增 22% 中国份额 70%绝对领先 13、华为乾崑 5 月出行报告出炉: 智驾 (辅助驾驶) 总里程突破 31.73 亿公里 14、深圳智能网联汽车产业链企业超 2400 家 15、中国乘用车智能化进程加速 智能化趋势显著 16、中国汽研-尚界合作专班成立,为上汽华为合作项目提供支持 17、商 ...

满足客户的差异化需求，及时响应并推出新功能、新产品。 证券代码：301600 证券简称：慧翰股份 慧翰微电子股份有限公司 2025 年 6 月 9 日投资者关系活动记录表 编号：2025-015 | 投资者关系活 | ☑特定对象调研 □分析师会议 □媒体采访 | | | --- | --- | --- | | 动类别 | □业绩说明会 □新闻发布会 | □路演活动 | | | ☑现场参观 □其他（电话会议） | | | 参与单位 | 中邮证券 | | | 时间 | 2025 年 6 月 9 日 15:30-16:30 | | | 地点 | 1#楼 5 层 会议室（一） | | | 上市公司接待 | 冯静女士、潘敏涛先生 | | | 人员 | | | | 投资者关系活 | 1、请问公司 eCall 和 TBOX 的销售占比是多少？ | | | 动主要内容 | eCall 和 TBOX 都是公司车联网智能终端，没有细分。公 | | | | 司的车联网智能终端包括 TBOX、eCall、电池监测装置、换 | | | | 电系统等，未来可能有更多其他产品。 | | | | 2、请问公司采用什么样的研发模式，今年在研发 ...

点 击 蓝 字 关 注 我 们 本文全文共 4024 字，阅读全文约需 13 分钟 目录 国内新闻 1.工信部:加大对存在较大质量安全隐患等车型的抽查力度 2.海关总署:今年前5个月我国出口电动汽车增长19% 3.北京:鼓励研发上市更具科技感和时尚范的高端新车型 4.比亚迪与阿里云深化智能语音合作 1. 福田汽车氢动力系统工厂在京正式投产 2. 一汽解放佛山工厂首车下线 3. 斯堪尼亚10月将在中国启动新生产中心 4. 上汽跃进与宁德时代达成战略合作 5.广汽集团加速泰国生态出海布局 6.吉利与Voltron在印尼开展电动汽车充电业务 7.极氪能源全球化战略启航 香港充电地图上线 8.广汽能源与穗开电业达成战略合作 国外新闻 1.受关税政策影响 日本4月汽车出口下降5.8% 2. 特斯拉首次在韩国市场登顶月度进口车销量榜首 3.印度塔塔汽车计划未来5年投资41亿美元 4.雷诺CEO:愿向对手开放技术以降低整车成本 商用车 国内新闻 1 工信部:加大对存在较大质量安全隐患等车型的抽查力度 时间:2025.6.10 来源:财联社 6月9日，工信部装备工业一司发布《关于组织开展2025年度道路机动车辆生产企业及产品 ...

本报讯 6月4日，全国标准信息公共服务平台公示了"关于征求《智能网联汽车组合驾驶辅助系统 安全要求》拟立项强制性国家标准项目意见的通知"（以下简称《通知》）。 《通知》指出，通过制定强制性国家标准，约束组合驾驶辅助系统功能表现，促进提升产品安全性能， 减少由于产品性能缺陷导致的安全事故，将有助于提升我国道路交通整体安全水平，实现标准内容对于 组合驾驶辅助系统产品形态的全面覆盖，为相关行业管理工作提供技术支撑，同时在引导生产企业产品 迭代升级，协助提高行业对于组合驾驶辅助系统的试验技术水平，引导完善相关产品测试设备等多方面 均具有积极的推动作用。 《通知》强调，标准技术内容在合理可行前提下与国际协调一致，将极大地减少企业研发成本和设计难 度，对于我国同类产品的国际化发展，消除国际贸易中技术壁垒也将起到重要作用。 据悉，该标准适用于装配了组合驾驶辅助系统的M类（载客）和N类（货运）汽车，规定了组合驾驶辅 助系统的通用技术要求，主要包括运动控制能力、驾驶员状态监测、驾驶员干预、系统边界及相应、系 统探测能力、系统安全性要求、功能安全等方面，并规定相应的审核要求，明确典型工况的试验方法。 该标准由工业和信息化部提出， ...

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