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“准入许可”不等于大规模量产
Jing Ji Ri Bao· 2025-12-26 22:07
12月23日,北京市首批L3级高速公路自动驾驶车辆专用号牌,由北京市公安局交通管理局发放给北京 出行汽车服务有限公司名下3辆北汽极狐智能网联汽车。与此同时,远在千里之外的重庆,悬挂"渝 AD0001Z"号牌的L3级自动驾驶车辆已行驶在内环快速路上。 此前,工业和信息化部正式公布我国首批L3级有条件自动驾驶车型准入许可。来自长安汽车的深蓝汽 车和北汽集团极狐品牌的两款纯电动轿车通过测试评估,获准在北京、重庆部分指定高速公路和城市快 速路段开展上路试点,让自动驾驶讨论热度再度升温。 从车型准入许可到号牌快速落地,这是中国自动驾驶发展史上的一个重要节点,标志着我国自动驾驶汽 车产业正从技术验证稳步迈向量产应用新阶段。不过,我们也不能被社交媒体上的情绪化表达带偏节 奏,简单地认为自动驾驶可立即"大规模量产",或无人驾驶时代已来临。 L3级自动驾驶,是从"驾驶辅助"向"自动驾驶"跨越的重要拐点。根据《汽车驾驶自动化分级》(GB/T 40429-2021)国家标准,L3级属于有条件自动驾驶,即在设定的运行条件下,自动驾驶系统可持续执行 转向、加速、制动等动态驾驶任务,驾驶员无需持续监控行驶环境,但需要在系统发出接管请求时 ...
报告:MPV已不再是简单的“工具车”
Di Yi Cai Jing· 2025-12-25 13:44
早期MPV市场的发展以商用为主,其中商务接待以别克GL8为代表的中高端MPV车型为主,同时国内 自主品牌推出的燃油MPV车型多在10万元以下,工具型低端MPV占据较大市场份额。但2016年后,10 万元以下的低端MPV市场快速萎缩,这也直接造成MPV市场整体大盘的下降。近两年,随着家庭结构 的变化和生活方式的多样化,MPV市场以其宽敞的空间和多功能性开始恢复增长。自主车企通过发展 新能源开始向中高端MPV领域进行尝试,燃油汽车时代别克GL8垄断MPV头部市场的格局被打破。 CCRT报告认为,新能源MPV渗透率正以迅猛之势提升,其中插电混动车型凭借"无续航焦虑"和"低使 用成本"的双重优势,成为当前市场增长的核心引擎;纯电MPV则凭借更彻底的智能化体验和驾乘品 质,在市场不断开拓增量空间。 "MPV市场正经历'体型增大+价格上探+能源切换'三重变革,中大型MPV和30万元以上MPV占比均超一 半反映高端出行需求全面升级。"中汽测评CCRT商用车项目负责人姜山对记者表示,MPV市场正朝 着"高端电动主导、智能体验升级、家庭场景细分"方向发展。 今年1-11月,共有20款MPV车型零售销量过万,其中新能源MPV占据 ...
首驱科技与潮流竞技IP《V26无畏巡回》达成深度合作,将联动线下体验店网络
Xin Lang Cai Jing· 2025-12-25 08:38
新浪科技讯 12月25日下午消息,首驱科技与潮流竞技IP《V26无畏巡回》达成深度合作,正式成为 《V26无畏巡回》官方合作伙伴中国区指定电动车品牌。 新浪科技讯 12月25日下午消息,首驱科技与潮流竞技IP《V26无畏巡回》达成深度合作,正式成为 《V26无畏巡回》官方合作伙伴中国区指定电动车品牌。 《V26无畏巡回》由腾讯游戏、拳头游戏等联合推出,融合电竞赛事与城市文旅资源,致力于打造新一 代"SPORTAINMENT"潮流竞技IP。首驱科技作为智能两轮电动新锐品牌,以"可进化、会思考的AI出行 机器人"为理念,聚焦智能网联、超级雷达等前沿技术,其用户与《V26无畏巡回》年轻、高活跃、高 消费群体重合。 借助《V26无畏巡回》2026年覆盖全国七城的赛事与活动,首驱科技将联动其线下体验店网络,深化与 年轻用户的连接,加速其AI出行机器人的场景落地与品牌年轻化战略推进。 责任编辑:何俊熹 《V26无畏巡回》由腾讯游戏、拳头游戏等联合推出,融合电竞赛事与城市文旅资源,致力于打造新一 代"SPORTAINMENT"潮流竞技IP。首驱科技作为智能两轮电动新锐品牌,以"可进化、会思考的AI出行 机器人"为理念,聚焦 ...
四维图新调整募投项目布局,两项目延期并优化芯片研发子项目
Ju Chao Zi Xun· 2025-12-25 03:25
Core Viewpoint - The company announced adjustments to its fundraising projects, including delays and changes in the layout of sub-projects under the "Intelligent Connected Vehicle Chip R&D Project" [2][3] Fundraising Project Adjustments - The company is postponing the expected usability dates for the "Intelligent Connected Vehicle Chip R&D Project" and the "Autonomous Driving Dedicated Cloud Platform Project" to December 2028 and December 2026, respectively [2][3] - The total amount of funds raised in 2020 was approximately 4 billion yuan, with a net amount of about 3.975 billion yuan after deducting issuance costs [2] Reasons for Delays - The delay in the "Intelligent Connected Vehicle Chip R&D Project" is attributed to a conservative chip procurement approach by automakers amid a plateau in the global electric vehicle market, along with increased design complexity due to the need for multi-functional integration [3] - The postponement of the "Autonomous Driving Dedicated Cloud Platform Project" is due to structural changes in the industry ecosystem, with a reduced urgency for independent cloud platforms as general AI platforms become mainstream [3] Terminated and New Sub-Projects - Two sub-projects, the Low-cost DA Chip AC8005 and the Visual Processing Chip AC6815, have been terminated due to market conditions and lack of competitive advantage [4] - Two new sub-projects have been added: the high-cost performance connected instrument SoC AC8117 and the high-performance 5G vehicle networking IVI SoC AC8277, which align with market trends and regulatory requirements [4] Fund Utilization - As of November 30, 2025, the company has invested 689 million yuan in the "Intelligent Connected Vehicle Chip R&D Project," accounting for 55.55% of the planned total, with approximately 669 million yuan remaining for ongoing and new projects [4]
北京四维图新科技股份有限公司 关于召开2026年第一次临时股东会的通知
Zhong Guo Zheng Quan Bao - Zhong Zheng Wang· 2025-12-25 01:57
一、召开会议的基本情况 关于召开2026年第一次临时股东会的通知 登录新浪财经APP 搜索【信披】查看更多考评等级 本公司及董事会全体成员保证信息披露的内容真实、准确、完整,没有虚假记载、误导性陈述或重大遗 漏。 证券代码:002405 证券简称:四维图新 公告编号:2025-087 重要提示: 北京四维图新科技股份有限公司 本公司及董事会全体成员保证信息披露内容的真实、准确和完整,没有虚假记载、误导性陈述或重大遗 漏。 1、股东会届次:2026年第一次临时股东会 2、股东会的召集人:董事会 3、会议召开的合法、合规性:本次股东会的召集、召开符合《公司法》《上市公司股东会规则》及 《公司章程》等相关法律、法规和规范性文件的规定。 4、会议时间: (1)现场会议时间:2026年01月12日15:30 (2)网络投票时间:通过深圳证券交易所系统进行网络投票的具体时间为2026年01月12日9:15-9:25, 9:30-11:30,13:00-15:00;通过深圳证券交易所互联网投票系统投票的具体时间为2026年01月12日9:15 至15:00的任意时间。 5、会议的召开方式:本次股东会采取现场表决与网络投票相 ...
锚定4000亿目标 中国重汽2026年全球供应链战略合作伙伴大会召开
第一商用车网· 2025-12-21 13:03
Core Viewpoint - The article highlights the successful collaboration between China National Heavy Duty Truck Group (CNHTC) and its global supply chain partners, emphasizing the company's strategic goals and achievements in the commercial vehicle industry, particularly in the context of the upcoming "14th Five-Year Plan" period [3][7]. Group 1: Achievements and Performance - In the first eleven months of 2025, Shandong Heavy Industry achieved a revenue of 551.9 billion yuan, a year-on-year increase of 12.3%, with an expected annual revenue exceeding 600 billion yuan [3]. - CNHTC's revenue is projected to surpass 225 billion yuan, reflecting a 17% year-on-year growth, with total vehicle sales expected to exceed 450,000 units, marking a 25% increase [3][4]. - The heavy truck sales volume is anticipated to exceed 300,000 units, making CNHTC the global leader in heavy truck sales for the first time [4]. Group 2: Technological Innovations - CNHTC has made significant advancements in three major technology routes: pure electric, hybrid, and hydrogen fuel cell technologies, with a comprehensive lineup of electric vehicles including tractors, dump trucks, and cargo trucks [6]. - The company has also introduced L2 level intelligent driving assistance features and developed high-level intelligent driving cockpits based on AI models [6]. Group 3: Strategic Goals and Supply Chain Development - For the "14th Five-Year Plan" period, CNHTC aims to achieve a sales target of 800,000 vehicles and revenue exceeding 400 billion yuan by 2030 [7]. - The company has outlined four key growth drivers and four core advocacy points for supply chain development, focusing on deep integration with corporate strategy and collaborative upgrades [7]. Group 4: Future Collaboration and Ecosystem Building - CNHTC emphasizes value co-creation with suppliers, encouraging them to transition from mere parts providers to partners in creating customer value [9]. - The company advocates for an open innovation chain, fostering joint research and development efforts and breaking down technological barriers [9][11]. - A digital transformation of the supply chain is prioritized to enhance efficiency and responsiveness, while maintaining integrity and compliance in operations [11]. Conclusion - The successful hosting of the conference not only summarized CNHTC's achievements in global supply chain collaboration but also outlined a clear path for industrial cooperation during the "14th Five-Year Plan," reinforcing the company's commitment to becoming a world-class commercial vehicle group [11].
共筑新生态 山东重工中国重汽集团2026年全球供应链战略合作伙伴大会济南举行
Zhong Guo Qi Che Bao Wang· 2025-12-21 09:12
Core Viewpoint - The 2026 Global Supply Chain Strategic Partnership Conference held by Shandong Heavy Industry and China National Heavy Duty Truck Group emphasizes the theme of "Technology Leading, Comprehensive Win-Win," showcasing China National Heavy Duty Truck's role as a leader in the commercial vehicle industry and outlining a new blueprint for collaborative development with global partners [1][3]. Group 1: Performance and Market Position - In 2025, China National Heavy Duty Truck is expected to achieve a total revenue exceeding 225 billion yuan, representing a 17% year-on-year growth, with vehicle sales projected to surpass 450,000 units, a 25% increase [3]. - The heavy truck production and sales volume is anticipated to exceed 300,000 units, maintaining the top position in the Chinese industry for four consecutive years and achieving the title of the world's largest heavy truck seller [3]. - The company has upgraded its product structure, marketing concepts, and business models, resulting in significant domestic market growth, with heavy truck sales expected to reach 150,000 units (up 33%), light truck sales at 120,000 units (up 29%), and a remarkable 116% increase in VAN and pickup sales [5]. Group 2: Export and Global Strategy - China National Heavy Duty Truck's heavy truck exports exceeded 150,000 units, marking an 11% year-on-year increase and maintaining its position as the leading exporter of heavy trucks in China for 21 consecutive years [5]. - The company achieved a record monthly export of over 15,000 heavy trucks in September, while also expanding its export product categories, with light truck exports increasing by 161% and aftermarket parts sales rising by 53% [5]. Group 3: Value Proposition for Partners - China National Heavy Duty Truck aims to create a "win-win chain" by transitioning from traditional supplier relationships to deep collaborative models focused on customer value co-creation [9]. - The company is committed to building an "innovation chain" by forming tighter R&D communities and breaking down technological barriers to enhance core competitiveness across the entire industry chain [10]. - A "smart chain" will be developed through digital transformation, utilizing big data and AI to improve supply chain efficiency and transparency [10]. - The establishment of a "sunshine chain" emphasizes integrity and compliance, ensuring fair and transparent cooperation with partners [12]. Group 4: Strategic Goals and Future Outlook - China National Heavy Duty Truck has set a clear strategic goal for 2030, targeting vehicle sales of 800,000 units and revenue exceeding 400 billion yuan, providing a stable growth platform for partners [13]. - The company is positioned as a reliable partner for suppliers looking to expand into international markets, leveraging its strong leadership and growth certainty in the commercial vehicle sector [13]. - The conference highlighted the recognition from various supply chain representatives of the company's development philosophy and ecosystem, viewing collaboration as a strategic choice to participate in the rise of China's high-end equipment manufacturing [15].
武汉 “五谷”丰登产业图强
Xin Lang Cai Jing· 2025-12-20 22:07
湖北武汉"车谷"智能网联自动驾驶汽车已经大规模投入商用。李 岿摄(中经视觉) 在九峰山实验室,科研人员正在检查芯片晶圆完整度。张璨龙摄(中经视觉) "贴地飞行,7秒冲刺时速650公里!"近日,湖北东湖实验室在光谷自主研发的"一公里高速磁悬浮测试线"完 成全球首次公开演示,刷新世界纪录,将为航天发射、低空经济突破发展提供核心支撑。这一突破性成果, 正是武汉创新实力的生动缩影。 "谷",意味着城市高端产业的集聚发展。"光谷"打造全球科创标杆、"车谷"重塑汽车产业优势、"星谷"开拓 空天经济新领域、"网谷"筑牢数字安全屏障、"药谷"赋能生命健康升级。当前,武汉依托光、车、星、网、 药"五谷"创新布局,重塑产业核心竞争力。 单点突破 在比利时与武汉之间,一束看不见的光,被一枚仅有指甲盖大小的芯片精准捕捉。去年年底以来,依托九峰 山实验室的加工和检测设备,比利时视铂科技与九峰山实验室联合开发下一代微型多光谱芯片。 2023年才投用的九峰山实验室,目前已建成全球化合物半导体领域重要的科研和中试平台。以它为圆心,从 碳化硅到氮化镓,从芯片设计到系统测试,投资上百亿元的项目接连落地,50余家上下游企业集聚,3万多名 半导体人 ...
连板股追踪丨A股今日共84只个股涨停 这只机器人概念股6连板
Di Yi Cai Jing· 2025-12-19 08:36
| 华体科技 | 2 | 低空经济 | | --- | --- | --- | | 法狮龙 | 2 | 建筑 | | | 第二阶经 | 原數点 | | 连板股 12.19 | | 截至收盘斩获连板个股 | | --- | --- | --- | | 股票名称 | 连板天数 | 所属概念 | | *ST宁科 | 7 | 合成生物 | | 胜通能源 | 6 | 机器人 | | 浙江世宇 | 4 | 自动驾驶 | | 中天服务 | 3 | 物业管理 | | 醬燕医药 | 3 | 中药 | | 庄园牧场 | 3 | 乳ル | | 嘉美包装 | 3 | 包装 | | *ST亚振 | 3 | 家員 | | 苏利股份 | 3 | 农化制品 | | *ST万方 | 2 | 军工 | | 三湘印象 | 2 | IP经济 | | 西部材料 | 2 | 商业航天 | | 神剑股份 | 2 | 商业航天+无人机 | | *ST恒久 | 2 | 光伏 | | ST尔雅 | 2 | 服装 | | 上海九百 | 2 | 零售目货 | | 九牧王 | 2 | 服装 | | 威帝股份 | 2 | 智能网联 | 商业航天板块西部材料、神剑股份2 ...
万集科技:公司深耕智能网联和智能交通行业
Zheng Quan Ri Bao Wang· 2025-12-19 08:12
Core Viewpoint - The company focuses on the intelligent connected and smart transportation industries, emphasizing systematic solutions in digital cities and digital transportation, along with research and application of automotive electronics and lidar technology [1] Group 1: Business Focus - The core business of the company is centered on providing systematic solutions in the fields of digital cities and digital transportation [1] - The company prioritizes the allocation of research and financial resources to its core business areas to strengthen its competitive advantage [1] Group 2: Product Strategy - The company has determined that action cameras fall within the consumer electronics sector, which has a customer base of individual consumers and presents a significant technological divergence from the company's existing technology framework [1] - Due to strategic positioning and resource optimization considerations, the company will not focus on the development of action cameras [1]