智能网联汽车

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博实结2024年年度网上业绩说明会问答实录
Quan Jing Wang· 2025-05-08 00:24
Core Viewpoint - The company has demonstrated strong growth in revenue and profit, with a focus on expanding its product offerings in the smart transportation and IoT sectors, while also addressing challenges in profitability and market competition [2][5][9]. Financial Performance - In 2024, the company achieved operating revenue of 1.402 billion yuan, an increase of 24.85% year-on-year, and a net profit attributable to shareholders of 176 million yuan, up 0.81% from the previous year [2]. - In Q1 2025, the company reported operating revenue of 348 million yuan, a 40.28% increase year-on-year, with a net profit of 40 million yuan, reflecting a 14.42% increase [2]. Product Development and Market Expansion - The company is actively developing products in the smart connected vehicle sector, leveraging its expertise in communication, positioning, storage, and AI algorithms to create advanced vehicle-mounted video recorders with features like ADAS and DSM [1]. - The company is focusing on the commercial vehicle monitoring market, where it anticipates a shift from traditional to smart video recording devices, and is expanding its presence in overseas markets such as the EU and the Americas [2][5]. - In the smart mobility sector, the company aims to capitalize on the growing demand for electric bicycles and enhance its product offerings in smart sleep technology to drive revenue growth [2]. Competitive Landscape - The company faces challenges in maintaining profitability in its smart mobility products, with a reported gross margin of 8.52% in 2024, down from 16.78% in 2023, attributed to increased competition and pricing pressures [5]. - The company is committed to optimizing its product structure and improving operational efficiency to enhance profitability in the face of market competition [5]. Technological Integration - The company is integrating AI technologies, such as DeepSeek, into its product offerings to enhance functionality and user experience, although these efforts are still in the prototype development stage [7]. - The company positions itself as a provider of comprehensive IoT solutions, covering everything from core technology to end-user applications, thereby differentiating itself from competitors [8]. International Market Strategy - The company has seen an increase in export revenue, reaching 327 million yuan in 2024, accounting for 23.35% of total revenue, with a focus on markets in Africa and Southeast Asia [9]. - The company has implemented measures to mitigate the impact of currency fluctuations on its performance, benefiting from positive exchange rate movements in 2024 [10].
多地举办车展 车企不遗余力促销售
Zheng Quan Ri Bao· 2025-05-05 16:14
在刚刚过去的"五一"假期,国内汽车市场迎来了一场销售"盛宴"。多家车企纷纷推出形式多样的促销活 动,旨在冲刺销量。同时,全国多地也密集举办了各级别的车展,为消费者提供了丰富的购车选择。 车市的景气度也反映在销量数据上。近期车企陆续发布的4月份销量数据显示,国内乘用车市场延续了 高景气度,新能源汽车渗透率持续攀升。 促销活动五花八门 长春"五一"车展相关负责人表示:"车展旨在打造'车展+'多元场景。我们希望通过叠加汽车消费、汽车 文化、时尚秀场等元素,重新定义汽车生活新方式。同时,为了让消费者获得更好的购车体验,车展期 间,众多参展品牌厂家和经销商联合推出了购车'钜惠促销'活动,在热销车、特价车、多重补贴等方面 都有很大优惠。" "'五一'假期是车企冲刺销量的关键节点。今年从自主品牌到豪华车企均推出了'补贴+置换+金融'组合拳 的促销活动。这些活动不仅拉动了汽车消费的增长,还促进了新能源汽车市场的快速发展。"中国欧洲 经济技术合作协会智能网联汽车分会秘书长林示对《证券日报》记者表示。 麦肯锡近期发布的《2025中国汽车消费者洞察》提出,中国汽车市场正呈现出三大趋势:一是技术驱动 取代价格战,消费者更愿为创新技术 ...
乐见安全成为车展热词
Jing Ji Ri Bao· 2025-05-02 22:10
为期10天的第二十一届上海车展落下帷幕。在全球车展式微、汽车业饱受关税战冲击的背景下,上海车 展"百车首发、千车竞艳"的壮观景象,吸引众多知名展商和观众,受到中外舆论前所未有的关注,更凸 显了中国汽车市场的独特魅力和创新活力。 "我们始终坚信,没有安全的智能,就是'花架子'。"在发布"天元智能"技术品牌时,东风汽车集团有限 公司副总经理尤峥强调,东风始终坚守造车的本质,以领先技术定义智能化新高度,以全维安全标准为 美好生活保驾护航。 当车辆速度与马力不断提升,潜在风险也随之增加。"欲速则不达,或许有时候,我们不是最快落地的 企业,但必须保证正确性与安全性。我们会平衡速度与安全——新技术应用必须通过严苛验证,这也是 宝马百年造车哲学的根基。"宝马集团大中华区总裁兼首席执行官高翔称,宝马在智驾系统上始终坚持 最高安全标准的严苛测试,确保为客户提供最佳的安全性和品质,绝不在这些关键标准上妥协。 "安全"上热度,并非毫无征兆。此前,工信部要求车企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,严格履行告知义务,切实担负起生产一致性和质量安 全主体责任,提升智能网联汽车产品安全水 ...
德系豪车求变:“必须研究中国的产品、技术和供应商”
Di Yi Cai Jing· 2025-05-02 07:42
上海车展首日,奥迪、宝马和奔驰等德系车企的老板和高管们都很忙,参观老对手的展台,与最新的合 作伙伴进行交流,密集走访新势力展台成为近两年来车展的常规日程计划。 "这次来中国主要有三个关注点。一是想要了解整个市场、媒体、消费者对奥迪新产品的反馈;二是关 注竞争对手及其产品和技术;三是了解未来应该将什么样的产品投放到中国市场上,希望能够更深入纯 电市场,充分满足中国消费者多样化的需求。"奥迪股份公司管理董事会销售及市场董事石柏涛近日对 第一财经记者表示。 时隔4年后,石柏涛再次到访中国市场,中国新能源车市场发展的迅速超过了他当时(2021年)的预 期,新能源车如今已经占据了半壁江山。更令豪华车巨头感到紧迫的是,过去一年,ABB(奥迪、奔 驰和宝马)销量和利润集体下滑,而新势力打造的部分高端产品正在占领消费者的心智。 "现在公司各部门、各层级的领导对于中国市场非常重视,两年前公司只是按照既定的节奏推进在华战 略。这两年的变化非常明显,比如,中国区CEO每周都会看中国汽车市场的研究报告,这份报告的内容 涵盖一周内上市的新车产品和各大车企召开的发布会,内容中有详细的产品参数。"某豪华汽车品牌市 场部人士对记者表示,以前 ...
港股概念追踪|工信部持续规范智能网联汽车发展 智驾头部公司有望受益(附概念股)
智通财经网· 2025-05-02 02:38
Group 1: Industry Standards and Regulations - The Ministry of Industry and Information Technology (MIIT) released key points for automotive standardization by 2025, emphasizing the need to strengthen standards for intelligent connected vehicles, including mandatory national standards for driving assistance (L2) and autonomous driving (L3) [1] - For L2, the focus is on revising standards for lane-keeping assistance and developing standards for reverse assistance to enhance safety levels [1] - For L3, the MIIT aims to approve and implement standards for autonomous driving design conditions, automatic parking, and simulation testing, while establishing safety requirements for autonomous driving systems [1] Group 2: Company Developments - Horizon Robotics (09660.HK) held an annual product launch, introducing the urban driving assistance system HSD, which is expected to be a significant player in urban intelligent driving [2] - RoboSense (02498) achieved three global firsts in the automotive lidar market, with a projected domestic penetration rate of lidar expected to rise to over 12.5% by 2025 [2] - Zhixing Technology (01274.HK) announced the launch of its first mainstream domestic model equipped with the iDC 500 integrated control unit, marking a significant achievement in high-level intelligent driving solutions [3] - Black Sesame Intelligence (02533.HK) is set to achieve breakthroughs in mass production of autonomous driving chips and solutions, focusing on enhancing penetration rates in both new energy and fuel vehicle sectors [3] - Youjia Innovation (02431) secured contracts to provide intelligent driving domain control products for high-end models and received multiple contracts for DMS and OMS solutions for well-known automotive brands [3] Group 3: Future Projections - XPeng Motors (09868) plans to achieve L3 autonomous driving capabilities in China by the end of 2025, with its self-developed AI driving chip "Turing" set to enter mass production in Q2 of this year [4] - GAC Group (02238) unveiled its first L4 autonomous driving model developed in collaboration with Didi, which is expected to be delivered by the end of this year [4]
5400余家公司交出稳健“答卷”
Bei Jing Ri Bao Ke Hu Duan· 2025-04-30 21:51
本报记者 孙杰 作为国民经济的基本盘,A股上市公司去年交出一份稳健答卷。截至昨天,除个别企业延迟披露外,A 股已有5405家上市公司发布2024年年度报告。总的来看,超56%的公司实现营业总收入增长,超47%的 公司实现归母净利润增长,4029家公司实现盈利。 117家公司营收迈过千亿大关 据统计,目前已披露年报的5405家上市公司,合计实现营业总收入71.92万亿元,同比下降1.07%;归属 于母公司股东净利润合计5.21万亿元,同比下降1.51%。 从各板块看,主板、创业板、科创板、北交所2024年营业收入分别为65.94万亿元、4.01万亿元、1.42万 亿元和0.18万亿元,较上年增幅分别为-0.39% 、2.73%、0.23%和-1.68%;净利润分别为5.03万亿元、 0.22万亿元、0.05万亿元和0.011万亿元,分别下降1.4%、10.89%、39.8%和21.99%。 企业营收座次也随之出炉。去年,共有7家企业的营业收入超过1万亿元。其中,"两桶油"绝对领跑,中 国石化、中国石油营业收入分别达30745.62亿元、29379.81亿元。中国建筑以21871.48亿元位居第三。 中国中铁、中 ...
上海车展|未来三年在华推出超30款新车,大众聚焦新一代智能网联汽车
Guan Cha Zhe Wang· 2025-04-30 13:37
【文/观察者网 周盛明 编辑/ 高莘】2025年4月23日,大众汽车品牌于2025年上海车展呈现其"在中国, 为中国"战略的最新进展,进一步聚焦新一代智能网联汽车。 据悉,大众汽车未来三年将在各相关细分市场推出超过30款极具竞争力的新车型,其中大多是新能源车 型,涵盖纯电车型、插混车型和增程式车型,以满足中国消费者多样化的需求。 本期上海车展期间,大众汽车品牌重磅亮相的三款全新概念车:来自一汽-大众的首款基于CMP平台和 CEA架构的紧凑级纯电概念轿车ID. AURA,来自上汽大众的首款全尺寸增程式SUV概念车ID. ERA,以 及来自大众安徽的首款全时互联全尺寸纯电SUV概念车ID. EVO,进一步诠释了大众汽车的中国专属设 计和科技DNA。 大众汽车品牌于上海车展亮相三款全新概念车 大众汽车品牌 这三款概念车由大众汽车品牌和中国不同的合资伙伴联手打造,这些产品也具有各自的差异化风格,适 应大众汽车品牌在中国不同的消费人群。据悉,概念车的量产车型将从2026年起陆续推出。 大众汽车乘用车品牌CEO施文韬(Thomas Schäfer)表示:"40年前,大众汽车品牌在中国让汽车走进千 家万户。今天,凭借清晰的 ...
政策引领智能车产业规范发展,智能车ETF泰康(159720)盘中走强上涨1.46%
Xin Lang Cai Jing· 2025-04-30 06:33
截至2025年4月30日 14:06,智能车ETF泰康(159720)上涨1.46%,盘中成交额不断走阔。跟踪指数中证 智能电动汽车指数(H11052)强势上涨1.40%,成分股汇川技术(300124)上涨6.97%,中国宝安(000009)上 涨5.00%,星宇股份(601799)上涨4.59%,华域汽车(600741),思特威(688213)等个股跟涨。 份额方面,截至4月29日,智能车ETF泰康(159720)近1月份额增长200.00万份,实现显著增长。 消息面上,2025年4月28日,工业和信息化部对外发布2025年汽车标准化工作要点,围绕五方面作出23 项具体部署。 其中,在强化智能网联汽车标准供给方面,工信部提出推动自动驾驶设计运行条件、自动泊车、自动驾 驶仿真测试等标准批准发布及实施,加快自动驾驶系统安全要求强制性国家标准研制,构建自动驾驶系 统安全基线。此外,还将加快组合驾驶辅助系统和自动紧急制动系统等强制性国家标准制修订,修订车 道保持辅助系统标准,推动倒车辅助等标准研制,提升驾驶辅助产品安全水平。加快LTE-V2X直连通 信车载信息交互系统标准宣贯实施,推进列队跟驰、数字钥匙、网联信息辅 ...
捷众科技营收净利双高增,北交所上市赋能迈向全球汽车零部件领先者
Quan Jing Wang· 2025-04-30 06:10
Group 1 - The core viewpoint of the news is that Jiezhong Technology has demonstrated strong financial performance in 2024, with significant revenue and profit growth, and plans to reward shareholders with cash dividends [1][2] - The company achieved total operating revenue of 286 million yuan, a year-on-year increase of 23.63%, and a net profit attributable to shareholders of 62.51 million yuan, up 56.86% year-on-year [1] - The automotive industry in China continues to expand, with production volumes projected to reach 27.02 million, 30.16 million, and 31.44 million vehicles from 2022 to 2024, maintaining its position as the world's largest producer [2] Group 2 - Jiezhong Technology has successfully listed on the Beijing Stock Exchange, becoming the first company from Shaoxing to do so, which will accelerate its development through capital market leverage [2] - The company has established a stable supply chain by signing long-term agreements with core suppliers, effectively reducing raw material supply risks [3] - Jiezhong Technology has a strong focus on R&D, holding over 70 independent intellectual property rights and participating in the formulation of national standards for small modulus gears [4] Group 3 - The company plans to raise 190 million yuan, with 140 million yuan allocated to the precision component manufacturing project for new energy vehicles, expected to start production by May 2026 [4][5] - Jiezhong Technology aims to become a global leader in automotive components by focusing on R&D in new energy vehicle parts and leveraging capital market opportunities for transformation [5] - The company is committed to enhancing its talent incentive system and expanding its market share both domestically and internationally [5]
智能网联汽车ETF(159872)涨近2%,工信部强化智能网联汽车标准供给,机构:关注智驾行业的头部公司
Xin Lang Cai Jing· 2025-04-30 05:36
Group 1 - The core viewpoint of the news is the emphasis on strengthening the standard supply for intelligent connected vehicles as outlined by the Ministry of Industry and Information Technology (MIIT) in its 2025 automotive standardization work points [1][2] - The MIIT aims to accelerate the approval and implementation of standards related to autonomous driving, including design operation conditions, automatic parking, and simulation testing [1][2] - The report highlights that companies in the industry chain will focus on enhancing product maturity and safety, with major manufacturers expected to streamline hardware and software architectures and accelerate data collection [2] Group 2 - The intelligent connected vehicle ETF (159872) has shown a positive performance, with notable increases in constituent stocks such as Derun Electronics (8.65%) and Yiyuan Communication (5.78%) [1] - As of March 31, 2025, the top ten weighted stocks in the China Securities Internet of Vehicles Theme Index (930725) include BYD, Hongfa Technology, and Huichuan Technology, collectively accounting for 50.65% of the index [2]