6 月 24 日， A 股市场早间开盘表现清淡，盘中持续拉升。截至发稿，上证指数涨超 0.8% ，深证成指涨超 1% ，创业板指涨超 1.6% ，全市场超 4500 只个股上涨。 （图片来源：东方财富APP，统计截至2025/6/24，不作投资推荐） 盘面上，非银金融、汽车、传媒、计算机等板块走高，炒股软件、车路云、智能驾驶、网络 游戏等概念股火热；油气、航运概念股盘初重挫，国防军工、煤炭等板块回调。 | 炒股软件 5.58% | 保险 3.60% | 锂电负极 3.20% | 航空运输 3.18% | | --- | --- | --- | --- | | 车路云 3.08% | 网络游戏 3.07% | 锂电电解液 3.00% | 汽车配件 2.92% | | 減速器 2.84% | 锂电正极 2.82% | 年民融合 -0.42% | 航母 -0.65% | | 新疆自贸区 -0.79% | 新疆振兴 -1.18% | 中船系 -1.51% | 深海科技 -1.69% | | 军工信息化 -1.74% | 航运 -4.37% | 天然气 -4.65% | 油气开采 -5.80% | （图片来源：东方财富 ...

成立于2016年的承泰科技是一家毫米波雷达供应商，主要为车载智能驾驶系统提供核心感知传感器。根据灼识咨询资料，按出货量计，2024年承泰科技是 中国国内最大车载前向毫米波雷达供应商，同时也是中国第三大车载毫米波雷达供应商，市场份额分别为9.3%和4.5%。 招股书显示，近年来，承泰科技营收呈现快速增长态势。2022年至2024年，公司收益分别为5765.1万元、1.57亿元及3.48亿元。 不过，与很多智能驾驶供应商相似，承泰科技面临明显的客户集中风险，其大部分收益来自客户A（比亚迪）。2022年至2024年，来自客户A的收益分别 为4720万元、1.43亿元及3.26亿元，占公司总收益的81.9%、91.3%及93.6%。 与此同时，承泰科技也存在增收不盈利的状况，现金流也较为紧张。 对于承泰科技而言，上市不仅是融资手段，更是摆脱单一客户依赖、拓展市场的关键机会。若能借助资本力量加速技术迭代，并开拓比亚迪之外的客户， 它或许能在智能驾驶传感器赛道走得更远。否则，高度集中的业务模式，可能成为其长期发展的掣肘。 承泰科技是谁？ 又一家智能汽车零部件供应商冲击港股，它的命运与比亚迪深度绑定。 6月23日，根据港交 ...

Group 1 - The core viewpoint of the article highlights the significant growth potential in the autonomous driving and automotive parts sectors, driven by the establishment of "Zhaofu Intelligent Technology Co., Ltd." by Hello, Ant Group, and CATL, focusing on L4 autonomous driving technology [1] - The market for autonomous taxi services is projected to experience rapid growth starting in 2027, with an estimated market size reaching nearly 500 billion yuan by 2030, representing a 22-fold increase from 2027 [1] - The smart driving commercialization pace is accelerating, attracting attention to the investment value in related industries, with the CSI Intelligent Electric Vehicle Index and CSI Automotive Parts Theme Index showing strong performance in the market [1] Group 2 - As of 9:55 AM, the CSI Intelligent Electric Vehicle Index rose by 1.5%, and the CSI Automotive Parts Theme Index increased by 2.1%, indicating positive market sentiment towards these sectors [1] - The top three weighted industries in the CSI Intelligent Electric Vehicle Index are automotive, electric equipment, and electronics, collectively accounting for nearly 80% [1] - The CSI Automotive Parts Theme Index has the automotive industry as its largest weighted sector, making up over 60% of the index [1]

6月24日早盘，港股三大指数集体高开，恒生指数涨0.61%，报23832.73点，恒生科指涨0.96%，国企指 数涨0.6%。盘面上，科网股普涨，稳定币概念多股上涨，新消费概念活跃，港股智驾概念异动拉升。 聚焦智驾概念的港股通汽车ETF（159323）一度涨近3%，持仓股中，浙江世宝、佑驾创新、知行科 技、地平线机器人、理想汽车、小鹏汽车等涨幅居前，其中浙江世宝涨超25%。 消息面上，当地时间6月22日，特斯拉在美国得克萨斯州奥斯汀正式推出无人驾驶出租车Robotaxi服 务，开始接送首批乘客。特斯拉针对此次试点服务初期投入的车队规模约为10至20辆车，均基于 ModelY车型改造，搭载特斯拉自研的视觉感知系统和FSD（全自动驾驶）软件。 东方证券表示，国内Robotaxi布局提速，特斯拉试点有望进一步加快Robotaxi商业化进程。该行认为， 特斯拉、上汽等国内外企业的Robotaxi项目推进标志着Robotaxi行业将迎来由试点向规模化落地，预计T 链特别是进入Cybercab供应链的零部件公司以及智能驾驶相关公司将有望受益。 公开信息显示，港股通汽车ETF（159323）标的指数高度聚焦港股整车板块，乘 ...

Core Viewpoint - The smart driving concept stocks experienced a collective surge in early trading, driven by the launch of Tesla's Robotaxi pilot service in Austin, Texas, which offers a fixed fare of $4.20 for the first passengers [1] Group 1: Company Developments - Tesla officially launched its Robotaxi pilot service on June 22 in Austin, Texas, confirming the initiative through CEO Elon Musk [1] - The first passengers using the Robotaxi service will pay a fixed fee of $4.20, indicating a new pricing model for autonomous ride-sharing [1] Group 2: Market Reaction - Stocks related to smart driving, including Wanma Technology, Jinjiang Online, Zhejiang Sebao, and Yong'anxing, reached their daily limit up, while Jun Chuang Technology and Sanyou Technology opened over 10% higher [1]

Core Viewpoint - The Hong Kong stock market is witnessing a surge in smart driving concept stocks, particularly driven by Tesla's recent launch of its Robotaxi pilot service in Austin, Texas, which has positively impacted related companies in the sector [1] Group 1: Stock Performance - Youjia Innovation (02431.HK) increased by 7.95% [1] - Horizon Robotics-W (09660.HK) rose by 4.40% [1] - Zhixing Technology (01274.HK) saw a gain of 3.10% [1] - Sutech Juchuang (02498.HK) experienced a rise of 1.59% [1] Group 2: Tesla's Robotaxi Service - Tesla initiated its Robotaxi pilot operation on June 22 in Austin, Texas, with an initial fleet of 10 Model Y vehicles [1] - Passengers are required to pay a fixed fee of $4.20 for the Robotaxi service [1]

Group 1 - Guangzhou government issued a three-year action plan to promote the development of intelligent connected new energy vehicles, aiming for over 90% of new cars to be L2 (or above) by 2027 [1] - Tesla's RoboTaxi service has quietly launched in Texas, with a fixed fare of $4.2, initially deploying a fleet of 10 to 20 modified Model Y vehicles equipped with Tesla's vision perception system and FSD software [1] - Tesla plans to rapidly expand the RoboTaxi fleet to 1,000 vehicles within a few months, with an expectation of over 1 million autonomous Teslas operating in the U.S. by the end of 2026 [1] Group 2 - The domestic ride-hailing taxi market in China has an annual fleet size of nearly 5 million vehicles, with an estimated market size of approximately 500 billion yuan based on average monthly orders and pricing [2] - Robotaxi is expected to accelerate the replacement of public transport and private cars, with projected domestic Robotaxi fleet sizes of 1.01 million and 4.15 million by 2030 and 2035, respectively, and market sizes of 102.1 billion and 566.8 billion yuan [2] - Key component companies related to Robotaxi include Jingwei Hirain, Bertel, and Zhejiang Shibao [2]

Core Viewpoint - The company has officially launched its L2+ level intelligent driving solution "Qianli Smart Driving 1.0" and plans to release L3 and L4 versions in the near future, indicating a strategic focus on advancing autonomous driving technology [1][4]. Group 1: Product Development - "Qianli Smart Driving 1.0" is categorized into three versions: Basic (100T), Professional (200T), and Flagship (700T) TOPS, with the Flagship version expected to include an intelligent agent [1]. - The upcoming "Qianli Smart Driving 2.0" is set for release in Q4 of this year, while "Qianli Smart Driving 3.0" is anticipated in the second half of 2026 for Robotaxi applications [1]. - The "Qianli Haohan" solution from Geely, which includes multiple levels (H1, H3, H5, H7, H9), is based on the underlying technology of "Qianli Smart Driving 1.0" [1][2]. Group 2: Strategic Positioning - The company aims to position itself as a Tier 1 supplier, focusing on B-end large customer business and expanding into overseas markets alongside Chinese automotive enterprises [3][5]. - The strategy emphasizes integrating technology and products, consolidating independent modules into a comprehensive end-to-end solution [3]. Group 3: Safety and Technology - Safety is identified as a primary concern for the implementation of intelligent driving, with a focus on enhancing technology for all-weather perception and low-latency execution [5][6]. - The company is researching AI technology to improve the performance of millimeter-wave radar to match that of 128-line laser radar, aiming to enhance the safety of intelligent driving systems [6].

——产业链格局重整 全场景应用共振 主办单位： 高工锂电、高工产业研究院（GGII） 会议时间： 2025年6月25-26日 会议地点： 常州·金坛万豪酒店 2025高工新能源新材料产业大会 —— 新材料·新动能·新生态 会议预告 第十八届高工锂电产业峰会 主办单位： 高工锂电、高工储能、高工产业研究院（GGII） 总冠名： 英联复合集流体 会议时间： 2025年7月8日-9日 会议地点： 中国 成都 邛崃 宁德时代正将其深厚的 "能源 + 制造"根基，延伸至智能化的新大陆。 近期，通过对自动驾驶和具身智能领域的两笔重磅投资，宁德时代释放出明确信号：它不仅要为未 来的智能机器提供动力，更要成为构建这些机器及其生态的核心参与者。 智能驾驶飞轮， 底盘、换电均成 关键支点 宁德时代在智能驾驶领域的雄心，通过与哈啰、蚂蚁集团共同发起的 " 上海造父智能科技有限公 司 " 得以彰显。 这家注册资本达 12.88 亿元、三方首期合计出资超 30 亿元的新公司，将专注于 L4 级自动驾驶 出租车（ Robotaxi ）的研发与商业化。 对于宁德时代而言， 此举 或能够 破解滑板底盘在 普通 电动车市场推进缓慢的 处境 ， ...

今日好文 访问36氪出海网站letschuhai.com，获取更多全球商业相关资讯。 给「顶流」Labubu 做衣服，卖给外国人，我月入十万 无论国内海外，传统的开发和代工模式已卷到尽头，但总有玩家会为"真正的好设计"买单。 中国车在俄销量暴跌，当地怒批"零利润倾销"求严查 如何在俄罗斯车市的寒流中找到通往春天的路，时刻考验着中国品牌的韧性与智慧。 从"华为亲娘家"到跨境"顶流"，中部这所985再次爆火 对"华科系"企业而言，每一次都踩在潮头，只是故事的开始，留在牌桌上，才能让故事继续。 热点快讯 外交部：期待夏季达沃斯论坛为世界经济注入更多稳定性确定性 外交部发言人郭嘉昆主持例行记者会。关于李强总理将出席第十六届夏季达沃斯论坛的消息，郭嘉昆表示，夏季达沃斯论坛迄今已经成功举办十五届，成为 增进中外交流、推动务实合作的重要平台。当前世界经济增长乏力，单边主义、保护主义上升，严重冲击多边贸易体制。在此背景下，本届论坛报名与会的 嘉宾人数创近年新高，再次表明各方维护经济全球化和自由贸易体制的共同意愿，以及对同中国加强经贸交流合作的积极态度。我们期待同各国与会嘉宾一 道，为世界经济注入更多稳定性确定性。（央视新闻） ...