脉脉高聘：智驾和机器人岗位量暴增28倍，岗位月薪最高超11万元 金十数据6月26日讯，脉脉高聘发布的《智驾和机器人领域人才洞察》显示，智驾和机器人领域的人才 需求在2025年呈现爆发式增长。2025年4月的新发岗位量相比2024年1月暴涨28倍。多家企业高薪招聘核 心技术岗位，AI科学家/负责人岗位平均月薪11.2万元、大模型算法岗位平均月薪7.2万元。 ...

Core Insights - The upcoming "safety standards" aim to end exaggerated claims and chaotic growth in the automotive industry, particularly in the context of intelligent driving technologies [1][2][3] Group 1: Market Trends - In 2023, the sales proportion of new energy vehicles equipped with L2-level (combined auxiliary driving systems) reached 55.3%, with projections for 2024 indicating it will exceed 60% [1] - The rapid penetration of Advanced Driver Assistance Systems (ADAS) is reshaping user experience and market dynamics, despite some traffic accidents raising concerns [1] Group 2: Regulatory Developments - The National Standard for "Safety Requirements for Intelligent Connected Vehicles' Combined Driving Assistance Systems" has been publicly announced, aiming to ensure safety in L2-level systems [2][3] - The standard includes general technical requirements covering motion control, driver state monitoring, system boundaries, and safety requirements, along with corresponding audit and testing methods [2] Group 3: Industry Response - The announcement of the safety standard reflects a strong concern from regulatory bodies regarding the automotive market and the long-term health of the industry [3] - Major automakers, including BAIC, GAC, and SAIC, have jointly issued the "Intelligent Driving Safety Initiative," advocating for truthful marketing and clear communication of the capabilities and limitations of intelligent driving systems [5] Group 4: Future Implications - The implementation of the safety standard is expected to enhance product safety performance, reduce accidents caused by system deficiencies, and improve overall road safety in China [3][5] - The alignment of national standards with international standards is anticipated to lower R&D costs and facilitate the entry of Chinese intelligent connected vehicle products into international markets [3]

Core Insights - The announcement of Wang Jun, former president of Huawei's automotive solutions, joining Qianli Technology as co-president signals a significant shift in the smart driving landscape [1][3] - Qianli Technology is positioning itself as an independent Tier 1 supplier for smart automotive solutions, rather than being merely a part of the Geely ecosystem [3][8] - The launch of Qianli Smart Driving 1.0, which targets L2+ level smart driving solutions, showcases the company's ambition to expand its market presence beyond Geely [10][11] Company Positioning - Qianli Technology, often perceived as part of the "Geely system," emphasizes its independence and strategic partnership with Geely, aiming to support multiple automotive clients [3][8] - The company has established a joint venture, Chongqing Qianli Smart Driving Co., with Geely and Megvii, each holding a 30% stake, indicating a collaborative approach to smart driving technology [5][6] - Qianli Smart Driving 1.0 includes three versions (basic, professional, flagship) with varying computational power, highlighting the company's technological capabilities [10][11] Market Strategy - Qianli Technology aims to capture a significant share of the smart driving market, aspiring to be a leading independent supplier amidst increasing competition [3][12] - The company plans to release its L3 smart driving solution, Qianli Smart Driving 2.0, within six months, and a L4 solution by mid-2026, indicating a clear roadmap for technological advancement [10][11] - The strategic hiring of experienced talent from various sectors, including the automotive and AI industries, is intended to enhance Qianli's competitive edge in product development [11][15] Industry Context - The smart driving sector is witnessing a shift towards third-party suppliers as traditional automakers face challenges in maintaining in-house development teams [12][15] - Qianli Technology's ambition to become a leading Tier 1 supplier reflects a broader trend in the industry where companies seek to diversify their client base to ensure sustainability and growth [15][16] - The current technological transformation and challenges faced by traditional automakers present a unique opportunity for new entrants like Qianli Technology to establish themselves in the market [16]

Core Viewpoint - Youjia Innovation (02431.HK) has received a commitment letter from Kang Cheng Heng International, which includes a promise to not reduce shareholdings for three months post-lockup and to limit any secondary market sales to 10% of their holdings within nine months after the lockup period ends [1] Group 1: Company Developments - Kang Cheng Heng International holds 31.09 million H-shares of Youjia Innovation, representing approximately 7.77% of the company's total issued shares [1] - The first lockup expiration date for Youjia Innovation is June 27, and Kang Cheng Heng International voluntarily extended their lockup commitment, indicating strong confidence in the company's technology and industry prospects [1] - Youjia Innovation has developed comprehensive intelligent driving capabilities from L1 to L4 and has solutions applied in production models of 35 major automakers, including Chery, Changan, SAIC, and Volkswagen [1] Group 2: Financial Performance - Youjia Innovation reported a revenue of 654 million yuan for 2024, marking a year-on-year increase of 37.4% [2] - Revenue from intelligent driving solutions reached 484 million yuan, up 25.2%, accounting for 73.9% of total revenue, while intelligent cockpit solutions revenue surged to 104 million yuan, reflecting a growth of 467.8% [2] - The global intelligent driving market is projected to exceed 600 billion USD by 2027, with China's L2 intelligent driving new car coverage surpassing 57% [2] Group 3: Market Position and Outlook - Youjia Innovation is recognized as one of the few companies in China capable of fully self-developing autonomous driving solutions, which positions it well for future performance [2] - Analysts from Guozheng International and CITIC Lyon express optimism about Youjia Innovation's growth potential due to its extensive customer base and diverse product offerings [2] - The company's stock price has been on the rise, with its market capitalization surpassing 10 billion HKD [3]

特斯拉自动驾驶出租车上路了，搅动智驾行业一池春水。 当地时间6月22日，特斯拉自动驾驶出租车（robotaxi）首次在美国奥斯汀上路，首批试运行投放约10辆 ModelY，用于接载付费乘客。 此前，马斯克表示，Robotaxi不仅是一项服务，更是"个人交通的终极形式"，能让出行更安全、高效、 便宜。在他看来，Robotaxi车队可实现高利用率（每车每周运行超40小时），毛利率可能高达70%— 80%，远超传统汽车业务。 受此消息影响，特斯拉股价大涨8.23%。可见市场对这一消息的高度关注。万得特斯拉指数也应声上 涨。 产业链上下游嗨了 从产业链角度看，特斯拉的上下游企业无疑再次迎来了新的发展契机。 每一辆无人出租车，都是一套完整的硬件系统集成。上游的传感器、摄像头、芯片等硬件供应商，随着 Robotaxi对先进感知与运算设备需求的增长，订单量有望显著提升； 无人车跑起来，离不开后台的"智慧大脑"。下游诸如软件服务、数据分析等企业，也将因支撑Robotaxi 的运营与优化，迎来业务拓展的新空间。 的业绩稳步兑现、拥有新技术新商业模式供应商在0-1阶段的估值提升以及潜在供给环节存在瓶颈的方 向。 这些细分领域，可 ...

2025 年 6 月 26 日 碳酸锂：仓单矛盾仍存，震荡走势延续 | 邵婉嫕 投资咨询从业资格号：Z0015722 | shaowanyi@gtht.com | | --- | --- | | 刘鸿儒（联系人） 期货从业资格号：F03124172 | liuhongru@gtht.com | 【基本面跟踪】 碳酸锂基本面数据 | | | | T | T-1 | T-5 | T-10 | T-22 | T-66 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | 2507合约（收盘价） | 61,180 | 160 | 700 | -500 | 220 | -14,520 | | | | 2507合约（成交量） | 28,735 | -26,486 | -6,887 | -207,462 | -265,835 | 14,810 | | | | 2507合约（持仓量） | 47,834 | -12,244 | -51,432 | -130,401 | -270,672 | 3,031 | | | 盘面 | 2509合约（收盘价） | 6 ...

Core Viewpoint - Chengtai Technology, a leading millimeter-wave radar supplier founded by two former Huawei employees, has submitted an IPO application to the Hong Kong Stock Exchange, despite not being profitable and having accumulated losses of approximately 198 million yuan over three years [1][7]. Company Overview - Chengtai Technology was established in 2016 by Chen Chengwen and Zhou Ke, both of whom have backgrounds at Huawei. Chen serves as the Executive Director and Chairman, while Zhou is the Executive Director and CTO [3][4]. - The company has raised over 350 million yuan in financing since its inception, with a post-money valuation reaching 1.32 billion yuan as of the latest funding round in August 2024 [4]. Financial Performance - Chengtai Technology reported revenues of 57.65 million yuan, 157 million yuan, and 348 million yuan for the years 2022 to 2024, reflecting a compound annual growth rate (CAGR) of 145.7%. However, net losses for the same period were 79.17 million yuan, 96.6 million yuan, and 21.77 million yuan, totaling approximately 198 million yuan [7]. - The company’s gross margin has shown an upward trend, with figures of 28.7%, 31%, and 34% over the same period [8]. Market Position - Chengtai Technology is the largest supplier of front millimeter-wave radars in China by shipment volume, holding a market share of 9.3%. It ranks third overall in the country with a 4.5% market share [6]. - The global market for automotive millimeter-wave radars is projected to grow from 15.6 billion yuan in 2020 to 24.8 billion yuan in 2024, with a CAGR of 12.3%. The Chinese market is expected to grow from 4.4 billion yuan to 8.2 billion yuan in the same period, with a CAGR of 16.6% [6]. Customer Dependency - Chengtai Technology's revenue is heavily reliant on a single customer, referred to as Customer A, which is identified as BYD. In 2024, over 93% of the company's revenue came from this customer, highlighting a significant concentration risk [2][9].

星标 ★ IPO日报 精彩文章第一时间推送 6月23日，深圳承泰科技股份有限公司（下称"承泰科技"）向港交所提交上市申请书，独家保 荐人为国泰君安国际。 IPO日报注意到，两位华为前员工创立的这家毫米波雷达龙头公司尚未实现盈利，三年累亏约 1.98亿元，六年间融资3.5亿元，估值达到13.2亿元，但2024年底在手现金仅为1586.5万 元。 值得一提的是，承泰科技2024年有3.26亿元的收入，即超过93%的收入来自比亚迪。 AI制图 两华为前员工创业 承泰科技成立于2016年，由陈承文和周珂联合创立，是一家毫米波雷达的领先供应商。 招股书显示，陈承文现年45岁，于2005年11月至2009年7月的近四年间，任职于华为全资 子公司华为技术有限公司，目前任公司执行董事、董事会主席兼总经理，负责承泰科技的整 体发展战略、主要决策及整体管理； 周珂现年46岁，于2006年6月至2007年5月短暂任职于华为技术有限公司，现担任承泰科技 执行董事、副总经理兼首席技术官，负责公司的技术及战略规划、研发管理。 也就是说，承泰科技的两名联合创始人均出自华为。 创立不到两年，承泰科技就于2018年1月完成了天使轮融资，并在同 ...

Core Viewpoint - The company Youjia Innovation is set to enter its first lock-up expiration period post-IPO on June 27, 2025, with cornerstone investor Kang Cheng Heng International expressing a commitment to long-term holding without immediate sell-off plans [1][2]. Group 1: Commitment from Cornerstone Investor - Kang Cheng Heng International has issued a commitment letter stating it will not reduce its holdings for three months post-lock-up and will limit any sales to no more than 10% of its total holdings in the following nine months [2]. - The investor emphasizes confidence in Youjia Innovation's long-term development and recognizes the need for time to realize the value of disruptive technologies [2]. - This commitment reflects a strategic decision to support the company through its critical transition phase in the smart driving industry [2]. Group 2: Financial Performance and Market Confidence - Youjia Innovation, known as the "first stock of integrated cockpit and driving," has developed comprehensive smart driving capabilities from L1 to L4, with solutions applied in vehicles from 35 major manufacturers [3]. - The company reported a revenue of 654 million yuan for 2024, marking a 37.4% year-on-year increase, with smart driving solutions contributing 484 million yuan, a 25.2% increase [3]. - The stock price of Youjia Innovation has risen over 50% this year, with a market capitalization exceeding 11 billion yuan, supported by strong financial performance [3]. Group 3: Market Outlook and Growth Potential - Analysts from CITIC Lyon, Everbright Securities, and Guozheng International have issued positive ratings for Youjia Innovation, highlighting its unique position in the autonomous driving sector [4]. - The company is expected to achieve a compound annual growth rate of 49% in total revenue from 2024 to 2027, with a target price set at 32.00 HKD [4]. - The global smart driving market is projected to exceed 600 billion USD by 2027, with supportive policies enhancing the growth prospects for the industry [4].

点 击 蓝 字 关 注 我 们 本文全文共 4100 字，阅读全文约需 13 分钟 目录 国内新闻 1.商务部开展千县万镇新能源汽车消费季活动 8.广汽利比亚班加西销售服务中心开业 国外新闻 1.韩国进口柴油车市场持续萎缩 2.凯迪拉克Celestiq交付 35万美元起定制旗舰 3.Uber和Waymo开始推出无人驾驶网约车服务 2.六部门联合印发《关于金融支持提振和扩大消费的指导意见》 3.商务部:稳妥推进高阶智能驾驶汽车商业化应用 4.广东:广州市实施"久摇不中"申请人直接领取号牌政策 5.赛力斯汽车完成50亿元战略增资 6.雷军:小米YU7支持车外小爱语音 7.蔚来萤火虫推出BaaS电池租用服务 4.大陆集团下调今年利润率目标 商用车 1. 北汽福田签署沙特属地化工厂合作备忘录 2. 首条跨境重卡换电干线启动 3. 山海炮Hi4-T正式上市 4. 远程醇氢电动技术亮相浙江省节能"三新"推广活动 国内新闻 1 商务部开展千县万镇新能源汽车消费季活动 时间:2025.6.25 来源:网通社 为持续释放新能源汽车消费潜力，加快培育汽车消费新增长点，商务部将于2025年7月至12月期间，组织 开展2025年千县 ...