证券日报网讯 12月30日，万朗磁塑在互动平台回答投资者提问时表示，公司控股子公司国太阳业务以 EPS产品为主，并积极推进无人驾驶相关转向产品从样件到量产的落地，目前客户主要为奇瑞、东风、 上通用五菱、长安跨越、北汽福田等；晟泰克主要经营汽车智能驾驶感知及控制系统，主要客户为奇 瑞、江淮、北汽、吉利、比亚迪等，晟泰克公司产品具有良好前景及增量市场空间；公司基础合金材料 已完成中试并交付客户样品，目前正在基础合金材料上进行碳纤增强改性的中试；钐铁氮稀土永磁材料 在小批量基础上正在进行提量的准备，并在跟进客户验证反馈。 （文章来源：证券日报） ...

Core Viewpoint - The Chinese government is promoting the integration of advanced technologies such as industrial internet, artificial intelligence, and robotics into mining operations to enhance safety and efficiency in the industry [1][2]. Group 1: Intelligent Mining Applications - The State Council's implementation opinion emphasizes the construction of high-level intelligent application scenarios for mining safety production [1]. - The National Mine Safety Administration will guide mining enterprises to develop comprehensive intelligent mining scenarios, focusing on areas such as information infrastructure, geological assurance, and safety monitoring [1]. - The goal is to create a model for intelligent mining that minimizes human presence and utilizes automation [1]. Group 2: Specific Intelligent Scenarios - In the area of mining operations, there will be a push for large-scale application of unmanned mining trucks in open-pit mines and accelerated intelligent transformation of underground mining operations [2]. - The initiative includes the development and application of 56 types of robots as outlined in the "Key R&D Directory for Mining Intelligent Robots" [2]. - For safety management, the integration of big data, cloud computing, and AI technologies will facilitate intelligent monitoring of key operations and early warning of hazards [2].

2025年，全球Robotaxi技术迎来爆发前夜，感知预测能力与端到端算法显著增强，以大模型为代表的AI 技术使系统应对长尾场景的能力大幅提升。同时，车规级计算芯片、操作系统及激光雷达、毫米波雷达 等核心部件的性能不断进步、成本持续优化。在技术成熟、成本下探与示范应用扩大的三重驱动下， Robotaxi出行服务已走向大规模应用的临界点。 2025年，Robotaxi产业已从单打独斗的技术竞赛，演变为一场围绕"技术落地与商业闭环"的深度协同， 科技公司、算法企业、出行平台与传统车企展开广泛合作，共同推进技术落地与运营部署。围绕技术赋 能与生态开放，萝卜快跑、谷歌Waymo等头部无人驾驶公司开始扮演"基石"角色，向生态内伙伴开放能 力。例如，萝卜快跑与Uber、Lyft两大全球出行平台合作，在中东、亚洲以及欧洲市场规模化部署 Robotaxi服务，还与阿布扎比、瑞士等当地出行服务商合作，实现技术和服务的落地；谷歌Waymo同样 与Uber、丰田携手推进其Robotaxi服务；英伟达则联合Lucid、丰田、奔驰等主流车企研发L4级车辆。 这些企业间的深度绑定，正快速构建起一个技术共生、生态共享、供应链联动体系，标志 ...

2025年，中国汽车产业智能化转型进入纵深阶段，供应链开启了从"价格竞争"到"价值竞争"的关键转折，供应链发展逻辑从单一技术升级转向"全域智能生 态共建"。 这一年，L3级自动驾驶车型在中国市场"持证上路"，Robotaixi迎来盈利曙光与众多企业强势跨界，整车厂与供应商从"零和博弈"转向"资本绑定"，60天账期 改革重塑产业链信用体系。 2025年，汽车智能化供应链最显著的特征是"生态化整合"取代"单点合作"，头部整车企业与核心智驾供应商通过战略投资、股权绑定等方式，构建深度协同 的竞争壁垒。 资本注入是资源绑定的关键。2025年4月，奇瑞与立讯精密联合向轻舟智航注资1亿美元，后续双方联合打造的L4级无人物流车。下半年，四维图新成为鉴 智机器人第一大股东，补齐中高阶的智驾短板。中国一汽用超36亿元战略投资成为卓驭科技最大股东，以增强了智驾竞争力。 头部自主车企也通过组织整合，以实现技术协同。2025年2月，力帆科技更名重庆千里科技，吉利并入三大智驾团队近3000人，欲成为第二个引望。9月，奔 驰以13.39亿元受让千里科技3％股份，助力其智驾技术国际化。奇瑞将雄狮科技、大卓智能与研发总院业务合并为"奇瑞智能 ...

Core Viewpoint - Waymo is negotiating a new round of financing with a proposed valuation of $100 billion, which corresponds to 280 times its latest annual revenue, significantly higher than other ride-hailing platforms [3][12] Group 1: Financial Performance and Projections - Waymo has completed over 14 million paid autonomous rides, doubling its volume compared to 2024, and has achieved an annual revenue exceeding $350 million from services in five cities [4][13] - Analysts predict that Waymo's annual revenue could reach at least $2.5 billion by 2030 if growth rates meet expectations [4][14] - If annual revenue reaches $2.5 billion, Waymo's expected valuation multiple would drop to 40 times revenue, contrasting sharply with Uber and Lyft, which have valuation multiples below 3 times [5][14] Group 2: Market Expansion and Diversification - Waymo plans to expand beyond ride-hailing services into local delivery and long-haul freight, and eventually license its autonomous driving technology to car manufacturers [7][16] - A partnership with DoorDash to launch autonomous delivery services in Phoenix is seen as a potential stepping stone for further business expansion [7][16] Group 3: Competitive Landscape - Waymo's operational costs per mile are currently around $1.43, compared to Tesla's $0.81, although Waymo aims to reduce its costs to between $0.99 and $1.08 by 2026 [9][19] - Waymo has a regulatory advantage over competitors like Tesla and Zoox, which have not yet received approval for paid ride services in operational cities [10][20] - The company’s early market entry and aggressive expansion strategy could create a deeper competitive moat compared to Uber, which currently has a market value significantly higher than its competitors [10][20]

（原标题：盛路通信(002446.SZ)：掌握的毫米波雷达技术可应用于无人驾驶领域） 格隆汇12月30日丨盛路通信(002446.SZ)在互动平台表示，公司掌握的毫米波雷达技术可应用于无人驾 驶领域。 ...

格隆汇12月30日丨盛路通信(002446.SZ)在互动平台表示，公司掌握的毫米波雷达技术可应用于无人驾 驶领域。 ...

智通财经APP获悉，博雷顿(01333)尾盘涨超5%，截至发稿，涨2.81%，报25.6港元，成交额2368.9万港 元。 在近期举行的发布会上，博雷顿正式推出了面向无人驾驶场景正向开发的专用矿卡。从结构到线控系 统，从电驱平台到整车控制逻辑，完全以无人化作业需求为起点进行重构，标志着博雷顿将无人驾驶视 为未来矿山装备的底层能力，而非额外附加的功能。此前，博雷顿董事长陈方明在接受专访时表示，从 2026年起，博雷顿将大力推广无人驾驶、智慧矿山业务。 消息面上，近日，希迪智驾正式登陆港交所，引起业界对自动驾驶电动矿卡赛道的广泛关注。资料显 示，该公司专注于封闭环境自动驾驶电动卡车、V2X(车联网)技术及智能感知解决方案的研发等。行业 数据显示，2024年中国无人驾驶电动矿卡出货量约1400辆，预计到2026年将增至5500辆。业内普遍已将 2025年视作矿山无人驾驶电动卡车"规模化应用起量之年"。 ...

格隆汇12月30日丨雷电微力(301050.SZ)在互动平台表示，公司毫米波微系统产品可以应用在无人驾驶 领域，目前暂未与华为合作。 ...

Core Viewpoint - Wanma Technology's stock has experienced fluctuations, with a year-to-date increase of 22.14% but a recent decline in the last five trading days. The company operates in the communication and medical information technology sectors, with significant revenue growth reported for the year. Group 1: Stock Performance - As of December 30, Wanma Technology's stock price was 42.09 CNY per share, with a market capitalization of 5.64 billion CNY [1] - The stock has seen a year-to-date increase of 22.14%, a slight decline of 0.43% over the last five trading days, and a 5.52% increase over the last 20 days [1] - The company has appeared on the "龙虎榜" once this year, with a net buy of 104 million CNY on June 24 [1] Group 2: Company Overview - Wanma Technology, established on January 28, 1997, and listed on August 31, 2017, is based in Lin'an District, Hangzhou, Zhejiang Province [2] - The company's main business includes the research, production, system integration, and sales of communication and medical information technology equipment, as well as data center integration and maintenance [2] - Revenue composition includes 46.44% from vehicle networking, 30.39% from cabinet and chassis products, 11.64% from industrial control products, 6.64% from other sources, and 4.89% from medical information technology products [2] Group 3: Financial Performance - For the period from January to September 2025, Wanma Technology reported revenue of 557 million CNY, a year-on-year increase of 44.51%, and a net profit attributable to shareholders of 32.68 million CNY, up 4.67% year-on-year [2] - The company has distributed a total of 35.24 million CNY in dividends since its A-share listing, with 30.82 million CNY distributed over the last three years [3] - As of September 30, 2025, the number of shareholders was 26,000, a decrease of 18.78%, while the average number of circulating shares per person increased by 21.38% to 4,503 shares [2]