在天津轻工职业技术学院的数字化加工实训室里，21岁的埃及留学生小明(Ibrahim Maher)正专注地操作 着数控机床。耳边响起的并非母语，而是他已熟练掌握的中文指令。操控复杂设备、与师生用汉语讨论 技术细节，对他而言早已不是难事。 中新网天津6月12日电 题：埃及留学生"小明"的逐梦之路：用中文"编程"未来 中新网记者 王君妍 真正让他坚持下来的，是学院各位老师的鼓励。"老师们在我最犹豫、最想放弃的时候一直鼓励我， 说'你一定行'，让我重新找回了信心。就像中国人说的那样，一日为师终身为友。" 小明说，如今他不仅能听懂老师的中文讲解，还能与同学们用中文讨论专业项目，这极大提升了学习效 率，也让他更快掌握了操作流程。 在鲁班工坊的学习经历，让小明接触到了零件加工、机械制图、智能检测等系统性课程。"在埃及，借 助天津轻工职业技术学院捐助给鲁班工坊的设备，以及相应课程的学习，我的技术训练基础很扎 实。"他说，这种"由浅入深"的教学模式，让他在面对中国高端智能制造设备时能迅速上手。 2024年世界职业院校技能大赛，小明首次与来自越南的选手组队参赛。两人起初在语言和工作习惯上存 在差异，但很快建立了默契。"我负责编程 ...

2025 年 6 月 12 日 公司研究/公司快报 汽车零部件Ⅲ 德尔股份（300473.SZ） 买入-B(首次) 固态电池产线落地，汽零主业恢复增长 公司近一年市场表现 事件描述 5 月 30 日，公司公告《关于签署合作协议暨对外投资的议案》，公司 计划在湖州投资建设新型锂电池项目、智能电机项目，本项目计划投资总额 约 3 亿元。 事件点评 市场数据：2025 年 6 月 11 日 固态电池项目落地湖州，2025 年底前具备生产能力。公司本次投资项目 主要包括（1）建设新型锂电池产线，一期开展新型锂电池的中试研发，择 机启动二期年产 1GWh 新型锂电池产线建设。（2）建设智能电机或其他汽车 零部件产线。此次签约不仅是德尔股份战略布局的重要一环，更标志着其向 新能源与智能智造领域迈出坚实一步，为企业未来发展注入强劲动能。公司 公众号披露，公司的固态电池项目力争在 2025 年年底前完成中试线建设并 具备产品生产能力。未来，公司将结合市场需求，加速推进公司固态电池的 产业化，尽快将公司固态电池应用于新能源汽车、无人机、机器人、电动工 具等领域，抢占市场先机。 投资建议 我们预计公司 2025-2027 年归母 ...

汽车零部件Ⅲ 德尔股份（300473.SZ） 买入-B(首次) 固态电池产线落地，汽零主业恢复增长 2025 年 6 月 12 日 公司研究/公司快报 公司近一年市场表现 事件描述 5 月 30 日，公司公告《关于签署合作协议暨对外投资的议案》，公司 计划在湖州投资建设新型锂电池项目、智能电机项目，本项目计划投资总额 约 3 亿元。 事件点评 固态电池项目落地湖州，2025 年底前具备生产能力。公司本次投资项目 主要包括（1）建设新型锂电池产线，一期开展新型锂电池的中试研发，择 机启动二期年产 1GWh 新型锂电池产线建设。（2）建设智能电机或其他汽车 零部件产线。此次签约不仅是德尔股份战略布局的重要一环，更标志着其向 新能源与智能智造领域迈出坚实一步，为企业未来发展注入强劲动能。公司 公众号披露，公司的固态电池项目力争在 2025 年年底前完成中试线建设并 具备产品生产能力。未来，公司将结合市场需求，加速推进公司固态电池的 产业化，尽快将公司固态电池应用于新能源汽车、无人机、机器人、电动工 具等领域，抢占市场先机。 分析师： 综合性汽车零部件集成供应商，客户覆盖全球主流车企。公司是一家综 合性汽车零部件系统 ...

Core Viewpoint - The decision to halt the merger between Dongfeng and Changan reflects a pragmatic approach to respect the actual circumstances and allows both companies to continue their strategic development independently [1][3][5]. Group 1: Company Performance - Dongfeng's new energy vehicle sales are projected to reach 860,000 units in 2024, representing a year-on-year growth of 64.4% [1]. - From January to May 2024, Dongfeng's cumulative sales of new energy vehicles reached 299,000 units, a staggering increase of 118.1% year-on-year [1]. - Changan's cumulative sales in 2024 are expected to hit 2.684 million units, marking a 5.1% year-on-year increase, the highest in nearly seven years [2]. - Changan's new energy vehicle sales reached 735,000 units in 2024, reflecting a year-on-year growth of 52.8% [2]. - In May 2024, Changan's single-month sales of new energy vehicles surpassed 94,800 units, with a year-on-year increase of 70% [2]. Group 2: Strategic Development - The cessation of the merger allows both Dongfeng and Changan to maintain their strategic stability and focus on their respective market demands and innovation [4]. - The restructuring of Changan's controlling shareholder to an independent central enterprise enhances decision-making efficiency and resource allocation flexibility [4]. - Both companies are positioned to explore collaborative opportunities in technology innovation and market expansion, particularly in new energy technology development and international market penetration [4][5]. Group 3: Industry Context - The automotive industry is undergoing significant transformation towards new energy and intelligent technology, necessitating companies to respond swiftly to market changes [3]. - The decision to stop the merger aligns with the trend of "professional integration" in the industry, as the State-owned Assets Supervision and Administration Commission (SASAC) emphasizes focusing on core responsibilities [3].

转自：中国青年报 6月5日，重庆长安汽车股份有限公司（以下简称"长安汽车"）正式发布公告，称接到间接控股股东中国兵器装备集团有限公司（以下简称"兵装集团"）通 知：经国务院批准，兵装集团实施分立。其汽车业务分立为一家独立中央企业，由国务院国资委履行出资人职责。 随着这一消息的公布，长安汽车获批成为由国务院国资委直接管辖的一级央企，也成为西南地区首个国资委直管汽车央企。这一重大变革，无疑为长安汽 车的未来发展掀开了崭新的篇章。 深蓝汽车助推新能源转型提速升级 作为长安"新汽车新生态"战略承载，"香格里拉计划"的先发探索者，深蓝汽车在诞生之日起就肩负着长安汽车向新能源领域探索的使命。从最初的市场探 索破冰，到如今成为央企新能源销量冠军，深蓝汽车不负厚望，正在用实际行动书写令行业惊叹的"深蓝速度"。 2022年7月，深蓝首款车型SL03上市，仅14个月后，品牌累计销量就迈过10万辆大关；2024年10月，深蓝汽车仅用27个月就达成30万辆销量；2024年12 月，深蓝汽车仅用时29个月，就完成从0到40万辆的突破；2025年，深蓝汽车仍保持高增长态势，中国汽车工业信息网的数据显示，2022年12月至2025年3 月 ...

Core Viewpoint - Bohai Automotive is planning a major asset restructuring involving the acquisition of four automotive parts companies under BAIC Group to improve its asset quality and expand its business segments [1][2][4] Group 1: Acquisition Details - Bohai Automotive has announced a suspension of trading for up to 10 trading days due to the planned acquisition of 51% stakes in Beijing Beiqi Moulding Technology Co., Ltd. and Langfang Andautuo Seat Co., Ltd., as well as 100% of the shares in Innoface Intelligent Technology (Beijing) Co., Ltd. and 50% in Langfang Leoni Wiring Systems Co., Ltd. [1][2] - The acquisition is expected to enhance the company's asset quality and business segments, as the selected companies have strong performance capabilities [2][3] Group 2: Financial Performance - Bohai Automotive has faced financial challenges, with revenues of 4.415 billion, 4.102 billion, 4.670 billion, and 4.227 billion from 2021 to 2024, and net profits of -90 million, -62 million, -199 million, and -1.264 billion during the same period [3][6] - The company reported a significant loss in 2024, with a net profit decline of 535.66% compared to the previous year, primarily due to bankruptcy filings and reduced orders from its subsidiaries [6] Group 3: Strategic Direction - The acquisition aligns with the automotive industry's shift towards new energy and intelligent development, allowing Bohai Automotive to diversify its portfolio and support its transition towards lightweight, electric, and intelligent automotive components [5][7] - The four targeted companies are positioned in traditional automotive parts, while one focuses on intelligent technology, indicating a strategic move to integrate traditional and innovative sectors [7]

Group 1 - Yang Huaijing has been elected as the chairman of Power New Technology, bringing strategic insights from his experience in the commercial vehicle sector [1] - The restructuring of SAIC Group's commercial vehicle division aims to enhance resource integration and competitiveness, with a focus on the light commercial vehicle segment [1][2] - The new strategy involves transforming the commercial vehicle division into a dedicated company, emphasizing frontline decision-making and core product focus [1] Group 2 - The light commercial vehicle segment now includes brands such as "Maxus," "Yuejin," and "Iveco," promoting deeper integration of operations [2] - SAIC Hongyan is addressing debt risks by enhancing receivables collection and exploring strategic investments and debt restructuring to improve liquidity [2] - The company aims to pivot its heavy truck business towards profitable orders and overseas markets while optimizing internal operations and cost management [2] Group 3 - Future development for SAIC's commercial vehicles will focus on new energy and intelligent technology, with Power New Technology setting ambitious goals for vehicle and engine segments in the next 2-3 years [3]

Core Insights - The 2025 24th Qingdao International Auto Show successfully concluded with 390,000 attendees, over 12,500 orders, and a transaction volume exceeding 2.2 billion yuan, showcasing significant consumer engagement and sales potential [1][7] Group 1: Event Overview - The auto show featured over 90 global automotive brands and nearly 1,000 vehicle models, with more than 60% of the exhibition dedicated to new energy vehicles [2] - The event utilized a total exhibition area of 60,000 square meters, including five indoor halls and outdoor spaces, highlighting the scale and significance of the show [2] - The show was organized by "Jialubo," which has been hosting the event since 2002, making it the largest and most influential auto exhibition in Shandong Province [3] Group 2: Consumer Engagement and Sales - The event saw a significant boost in automotive consumption, with policies like vehicle trade-in leading to approximately 5.213 billion yuan in sales and 35,700 vehicles traded in [4] - The exhibition's success was attributed to favorable policies, including purchase subsidies of up to 20,000 yuan, which stimulated consumer demand [4] - The auto show maintained a strong brand presence, with major companies like BYD, Great Wall Motors, and Changan showcasing their latest models and innovations [2][4] Group 3: Industry Trends and Innovations - The integration of smart technology and electric vehicles is reshaping the automotive landscape, with companies showcasing advanced features such as intelligent humanoid robots and robotic dogs at the event [3][6] - China leads the global electric vehicle market with a 45.5% share, reflecting the country's resilience and innovation in the automotive sector [6] - The event highlighted the ongoing transformation in consumer behavior and industry dynamics, driven by the convergence of new energy and smart technologies [6]

在展会特设的"新能源与智能科技专区"，集中展示中国企业在电动汽车电池、自动驾驶技术、轻量化材 料等领域突破性成果，彰显了中国智造的创新能力及产业链供应链全球竞争力。依托山东港口西亚地区 海外仓的属地化管理优势，中国企业可快速响应中东及非洲市场需求，实现"展仓联动"的一站式服务。 新能源与智能科技专区屡屡吸引参展观众的目光，不少采购商实地体验后达成订单，新能源汽车及零部 件意向成交额达3000万美元，成为展会成交新增长点。行业分析显示，中国新能源汽车出口量占全球市 场份额已突破35%，其技术优势与阿联酋"2050绿色经济战略"形成深度协同效应。 在展会特设的"新能源与智能科技专区"，集中展示中国企业在电动汽车电池、自动驾驶技术、轻量化材 料等领域突破性成果，彰显了中国智造的创新能力及产业链供应链全球竞争力。依托山东港口西亚地区 海外仓的属地化管理优势，中国企业可快速响应中东及非洲市场需求，实现"展仓联动"的一站式服务。 新能源与智能科技专区屡屡吸引参展观众的目光，不少采购商实地体验后达成订单，新能源汽车及零部 件意向成交额达3000万美元，成为展会成交新增长点。行业分析显示，中国新能源汽车出口量占全球市 场份额 ...

这场以"创新"为关键词的会议，揭示了产业变革的技术路径与市场逻辑，也折射出中国制造业在全球产业链重构中的 突围决心，即以新能源与智能化重塑底层逻辑，以场景化创新开辟差异化赛道，以国际化竞合倒逼生态能力跃升。 5月15日，由电动汽车百人会举办的专用车产业创新发展大会于湖北十堰开幕，来自中联重科、东风商用车、江淮汽 车等企业的掌舵者与行业专家，围绕 "高端化、智能化、绿色化" 议题，剖析行业变革路径。 专用车发展从政策驱动到技术红利释放 "专用车的新能源渗透率已从2021年的1%攀升至2025年的15%，这一进程比乘用车更具爆发力。"宇通重工总经理陈红 伟表示。政策端的强力驱动是专用车新能源转型的首要推力，2020年"双碳"目标提出后，公共领域车辆全面电动化政 策密集落地，市政环卫、物流配送等场景成为突破口。仅2024年，新能源专用车销量突破30万辆，增速近50%，冷藏 车、环卫车等细分领域渗透率超过40%。 政策红利之外，技术迭代正在重构专用车产业逻辑。京能新能源副董事长孙茂建指出，兆瓦级超充技术的突破，将新 能源重卡的补能时间从数小时压缩至30分钟，彻底击穿"续航焦虑"的桎梏。中联重科混凝土机械产品总监张国君 ...