来源|贝多财经 5月23日，福瑞泰克（浙江）智能科技股份有限公司（下称"福瑞泰克"）再次递交招股书，报考在港交所上市。据贝多财经了解，福瑞泰克曾于2024年11月 递表，此次是材料"失效"后的一次更新。 相较于此前招股书，福瑞泰克补充披露了截至2024年末的财务数据等信息。招股书显示，福瑞泰克2022年、2023年和2024年的营收分别约为人民币3.28亿 元、9.08亿元和12.83亿元。 截至目前，福瑞泰克仍处于亏损状态。2022年、2023年和2024年，该公司的净亏损分别约8.55亿元、7.38亿元和5.28亿元，非国际财务报告准则下的经调整 净利润分别约-6.92亿元、-6.27亿元和-4.45亿元。 | | | | 截至12月31日止年度 | | | | | --- | --- | --- | --- | --- | --- | --- | | | 2022年 | | 2023年 | | 2024年 | | | | 人民幣元 | g | 人民警元 | 8 | 人民幣元 | 5 | | | | | (以干計,百分比除外) | | | | | 收入 | 327,722 | 100.0 | 907,63 ...

来源：光明网 北京市科协"卓越工程师成长计划入选人"联通智网车辆智能网联研究院院长周光涛，北京车网科技发展 有限公司双智协同总监谢勃毅分别作专题报告。周光涛以《加速车路云一体化基础设施建设和创新应 用》为题，深入解析了车路云一体化的技术路线图、中国自动驾驶整体解决方案以及大模型在自动驾驶 领域的创新应用。谢勃毅以《北京市高级别自动驾驶示范区的创新探索与实践》为题，介绍了自动驾驶 示范区实践探索中形成的可规模化复制推广的技术标准、数据安全管理体系、工作模式和应用场景。 与会人员还参观了示范基地车路云一体化协同服务平台并体验无人驾驶，直观感受5G智能网联技术在 行车安全、智慧出行与智慧城市等领域的创新应用。 北京市科学技术协会副主席宋伟琦，中国汽车工程学会副秘书长、国家智能网联汽车创新中心副主任公 维洁出席并致辞。来自智能网联领域的60余位工程师代表及媒体代表现场参加，3.7万人线上参会。 为贯彻落实国际科技创新中心和高水平人才高地建设要求，发挥科协组织人才优势，北京市科协创新服 务中心策划推出了"首都科创开讲"品牌活动，旨在通过搭建工程技术人才交流展示平台，弘扬工程师文 化。 5月22日，首期活动以"数据脉动· ...

5月23日，以"千帆踏浪 智领未来"为主题的圆通速递&东风柳汽千台交车盛典在广西柳州举行。1000台乘龙快递车正式交付圆通速递， 广西壮族自治区邮政管理局党组成员、副局长许志芳，柳州市人民政府党组成员袁东升，东风柳汽总经理林长波，圆通速递广西省区党 支部书记、副总经理杜彬以及各界代表齐聚柳州，共同见证这一物流行业盛事。柳州市发展和改革委员会、邮政管理局、交通运输局、 柳江区政府等政府部门领导，圆通速递总部相关业务负责人，东风柳汽销售公司领导出席活动。 东风柳汽总经理林长波致辞 随着业务量的持续攀升，双方的合作领域也在不断拓展。智能驾驶牵引车成为双方合作的新焦点。圆通速递前期投用的乘龙H7智能驾驶 牵引车产品，凭借高阶智能驾驶科技，成功实现了长途干线"双驾变单驾"的运营模式变革，大幅提高了运营效率，赢得了圆通速递的高 度认可。 战略携手，乘龙&圆通齐奏协作共赢时代强音 此次交付的1000台乘龙快递运输车,品类丰 富、规格齐全，是东风柳汽以"轻质技术"和 "降耗技术"为核心，融合智能网联、AI、智驾 等前沿技术打造出的明星产品,具备高效、环 保、智能、节能的特点。 其中,乘龙H7智能驾驶牵引车,专为快递物 流量身 ...

Core Insights - The Chengdu International Automotive Parts and Aftermarket Services Exhibition (CAPAS) will be held from May 22 to 24, 2025, showcasing a record scale of 52,000 square meters with 773 participating companies from both domestic and international markets [1][2] - The exhibition focuses on new energy and intelligent connected vehicles, covering the entire value chain from vehicle manufacturing to aftermarket services, and aims to support the high-quality development of the automotive industry in Southwest China [1][2] Industry Development - CAPAS has been instrumental in promoting collaboration within the Southwest automotive industry, leveraging the region's geographical and cultural advantages to meet diverse market demands [2] - The exhibition will feature 15 exhibition groups from various cities in Sichuan, alongside local well-known companies showcasing key components for new energy and commercial vehicles [2][3] Technological Innovation - The event will highlight advancements in new energy vehicle manufacturing technologies and supporting products, with participation from major companies such as BYD, Changan Automobile, and FAW-Volkswagen [3] - A dedicated area for talent development in the new energy sector will combine conferences and practical training to address the industry's talent needs [6] Networking and Collaboration - CAPAS will host 23 concurrent activities, including forums and technical training, to facilitate dialogue and knowledge exchange among industry experts [4] - The exhibition will also feature a business inspection tour for international buyers, allowing them to explore the technological advancements in Southwest China's new energy and intelligent connected vehicle sectors [7]

Group 1 - The smart connected vehicle ETF (159872.SZ) increased by 0.33%, with its associated index CS Vehicle Networking (930725.CSI) rising by 0.09% [1] - Major component stocks such as BYD rose by 2.05%, Aerospace Science and Technology by 2.22%, and CATL by 0.88%, reflecting a positive market sentiment towards the new energy vehicle and smart connected industry chain [1] - According to the latest survey by the China Passenger Car Association, the narrow passenger car retail market is expected to reach approximately 1.85 million units this month, representing a year-on-year growth of 8.5% and a month-on-month increase of 5.4% [1] Group 2 - Galaxy Securities noted that satellite communication is being integrated into high-level autonomous driving emergency link systems, particularly in western and high-speed scenarios, complementing 5G and vehicle-road collaboration [2] - The domestic policy continues to support "smart connected vehicles" and "vehicle-road collaboration," accelerating the construction of national smart connected vehicle demonstration zones and driving demand for vehicle communication [2] - The battery swap model, represented by CATL, enhances efficiency by reducing vehicle energy consumption and battery replacement costs, with applications in vehicle networking infrastructure such as NIO's battery swap stations [2]

第七届中国西部国际投资贸易洽谈会，于5月22日在重庆国际博览中心盛大开幕。庆铃集团携 燃油、纯电、氢能、混动四大动力平台，及"铃界""铃坤"多款新产品重磅亮相N4馆，以全球 顶尖的新科技、领先的新产品，向世界展示重庆商用车产业在转型升级中的最新突破。 作为本届西洽会首场新能源商用车新品发布会，庆铃携手华为数字能源，重磅发布全球首款兆 瓦级超充重卡——铃界。该车以兆瓦超充和智能网联技术，重塑绿色物流新生态，掀起重卡电 动化、智能化新革命。 铃界采用了全面突破重卡电动化应用瓶颈的底层领先技术。补能快，应用华为兆瓦超充技术， 15分钟充满80%，每日多跑1-2趟；效率高，搭载博世电驱桥，匹配碳化硅逆变器，最高效 率99.5%，系统效率96%，满载能耗每公里仅1.2度电；自重轻，应用轻量化设计，自重9.3 吨（352度电），较行业轻15%；风阻低，采用星际流体曲面设计，风阻降低20%；智能 化，采用全新庆铃智能座舱，提供车队管理等网联服务；成本低，TCO较油车低38%（五 年、倒短场景），每年可节省燃料成本15万。 ● "双龙"争霸 宇通多个细分市场夺冠 江铃第六 前4月客车出口破2万辆增三成 | 头条 ● 720马 ...

Core Viewpoint - The collaboration between GAC and Huawei marks a significant step in the innovation of the automotive industry, particularly in the electric vehicle (EV) sector, showcasing the potential of strong partnerships between traditional automotive manufacturers and technology giants [2][3]. Industry Overview - Guangdong's new energy vehicle (NEV) production reached 3.6178 million units in 2024, a 43% increase year-on-year, accounting for 25% of the national total [5]. - The province has established a complete NEV industry chain with over 12,000 related enterprises, covering everything from raw materials to manufacturing and after-market services [4][5]. - The automotive manufacturing sector in Guangdong achieved a revenue of 1.281273 trillion yuan in 2024, with a profit of 31.806 billion yuan, maintaining its position as the top producer in China for eight consecutive years [5]. Technological Innovation - Guangdong's R&D expenditure reached approximately 510 billion yuan in 2024, with a research intensity of about 3.6%, and the region has around 77,000 high-tech enterprises [6]. - The integration of automotive and ICT industries has strengthened Guangdong's position in the NEV market, facilitating technological advancements in key areas such as power batteries and intelligent networking [6]. Policy Support - The Guangdong government has implemented various policies to promote high-quality development in the NEV sector, including tax incentives and infrastructure support [7]. - The "Guangdong Province Development Action Plan for Strategic Pillar Industries (2023-2025)" aims for automotive manufacturing revenue to exceed 1.35 trillion yuan and NEV production to surpass 3 million units by 2025 [7]. Global Expansion - Guangdong's NEV exports reached 258,000 units in the previous year, a 37.3% increase, with a total value of 40.38 billion yuan, reflecting a strategic shift towards internationalization [8]. - Companies like GAC Aion are establishing factories in Thailand and Indonesia, while BYD is expanding its presence in Southeast Asia and Europe [9]. - The collaboration with international firms and the development of advanced technologies, such as the blade battery technology from BYD, are enhancing Guangdong's competitive edge in the global market [10].

齐鲁晚报·齐鲁壹点 陈颖 5月22日，第十一届成都国际汽车零配件及售后服务展览会（CAPAS）在成都世纪城新国际会展中心盛大开幕。作为成渝双城经济圈加速协同发展背景下的 重要行业盛会，本届展会以"新能源・智能网联・全产业链协同"为核心，吸引了773家海内外参展企业，整体展示面积达52,000平方米，预计迎来超26个省 市的国内观众及40多个国家和地区的境外观众，共同勾勒西南汽车产业高质量发展的新图景。 法兰克福展览（上海）有限公司总经理于光表示，CAPAS深耕西南十余载，始终以平台之力推动产业链协同与创新生态构建。当前，成渝双城经济圈正加 速向世界级先进制造业集群迈进，展会将继续发挥桥梁作用，汇聚全球资源，助力西南汽车产业在电动化、智能化浪潮中抢占先机，唱响新时代西部"双城 记"的汽车产业新篇章。 川渝协同深化，全产业链生态活力迸发 川渝地区作为国内汽车产业核心增长极，产业链区域配套率已超80%，形成了"你中有我、我中有你"的深度协同格局。在本届CAPAS上，川渝两地以强大阵 容集体亮相：南充、内江、宜宾、资阳等15个四川市州展团与重庆展团携手，带来电池解决方案、新能源及商用车关键零部件等核心产品。本地龙头企 ...

从2020年下半年开始，一场持续约三年的汽车芯片荒席卷全球，一度导致整车厂减产、减配，中国新能源汽车更因车规级芯片的进口依赖度高而被波及。 这一刻，刚刚实现中国第一款16纳米车规级芯片流片的仇雨菁看到了机会。她曾是全球最大汽车半导体供应商恩智浦的车规级芯片研发总负责人，带领团队 推出了市场占有率最高的汽车座舱芯片。 2018年，汽车产业正值从传统燃油技术向新能源与智能网联化迈进的转型节点，仇雨菁感受到大变革即将来临的兴奋。但高通收购恩智浦的消息不胫而走， 她所带领的研发团队可能面临拆分。于是，大家决定一起创业。 当年6月，曾经共同奋战的几十位老将打消顾虑，一起走出行业龙头的大楼，创立了芯驰科技。作为创始人，仇雨菁欣喜地看到，由于相互熟悉信任而且满 腔热血，团队从一开始运转就默契十足。 传统汽车一般有五六百颗芯片，新能源智能网联汽车却需要数千颗。其中，处理和控制座舱内各种设备和软件的座舱芯片相当于"大脑"。创业团队最早启动 的项目，就瞄准了这一关键领域。 虽然有脱胎于国际半导体巨头的核心团队，但初创公司要推出一款符合未来趋势的座舱芯片谈何容易。当时，国内还没有任何一家企业可以自主设计、量产 和应用高性能的座舱芯 ...

Investment Rating - The report does not explicitly state an investment rating for the industry or company Core Insights - Huawei is positioned as a supplier of incremental components for intelligent connected vehicles, leveraging its full-stack capabilities to drive innovation in the automotive industry [1][6][11] - The company has established three collaboration models with automakers: Hongmeng Intelligent Driving, HI model, and traditional parts supply, enhancing its integration within the automotive ecosystem [14][15][17] - Huawei's automotive business unit (BU) has become independent and achieved profitability in the first half of 2024, indicating a successful transition from a research lab to a standalone entity [29][34] Summary by Sections 1. Core Insights - Huawei's full-stack intelligence is expected to lead the transformation of the automotive industry, focusing on smart driving, smart cockpit, and smart control [6][42] - The company has a unique position in the market due to its extensive experience in ICT and continuous high R&D investment [6][44] 2. Positioning as a Supplier - Since entering the automotive sector in 2013, Huawei has evolved from providing communication modules to becoming a key supplier of smart components, focusing on intelligent driving and cockpit technologies [11][12] - The establishment of the intelligent automotive solutions BU in 2019 marked a strategic shift towards becoming an incremental component supplier without manufacturing vehicles [29][34] 3. Collaboration Models - Huawei collaborates with automakers through three main models: - **Hongmeng Intelligent Driving**: Deep involvement in product definition and sales channels [14][17] - **HI Model**: Provides integrated solutions while collaborating on vehicle development [14][15] - **Parts Supply Model**: Supplies standardized components to automakers [15][16] 4. Financial Performance - The automotive BU's revenue has shown significant growth, with projections indicating a revenue of 263.53 billion yuan in 2024, and a turnaround from losses to a profit of 22.31 billion yuan in the first half of 2024 [34][37] 5. Market Outlook - The report anticipates that Huawei's full-stack intelligence will be a critical advantage in the future development of the automotive industry, with increasing collaboration with various automakers [6][5][17]