2025年8月4日，万马科技(300698.SZ)在互动平台上对投资者表示，公司作为国内最大第三方车联网连 接管理服务商，得益于技术快速迭代和新场景的涌现，整体市场前景广阔。公司与国内头部无人驾驶公 司已签署合作协议，围绕5G双卡、全球运营等领域展开深度合作。 ...

无人驾驶、5G通信、智能换电、智能安全管控，徐工集团研发智造的无人电动矿卡集成多项顶尖 技术，国产化率接近100%！光伏绿电驱动更让矿卡实现了智能、高效、零碳的生产作业。跟随西班牙 小哥湖长明的镜头，走进徐工矿机，体验徐州工程机械"黑科技"！（冯雨欣、余乐、湖长明） ...

Group 1 - The central bank will continue to implement a moderately loose monetary policy [1] - The Ministry of Finance and the State Taxation Administration will resume the collection of value-added tax on interest income from newly issued government bonds starting August 8 [1] - Eight departments have issued the "Implementation Plan for Digital Transformation in the Machinery Industry" [1] Group 2 - The director of the National Disease Control Bureau, Shen Hongbing, is guiding the prevention and control of the chikungunya virus outbreak in Foshan [1] - The total box office for the summer movie season in 2025 has exceeded 7 billion yuan [1] - Significant breakthroughs have been made in neuromorphic brain computing in China [1] Group 3 - Guidelines for unmanned driving equipment in Guangzhou are currently being drafted [1] - A ton-level unmanned aerial vehicle has successfully completed material transportation to a sea platform for the first time [1]

8月4日，沪深两融数据显示，移远通信上周累计获融资净买入额1675.84万元，居两市第447位，上周融 资买入额5.06亿元，偿还额4.90亿元。 移远通信所属概念板块包括：通信设备、上海板块、富时罗素、沪股通、上证380、融资融券、预盈预 增、AI眼镜、英伟达概念、机器人概念、边缘计算、华为概念、车联网(车路云)、无人驾驶、5G概念、 智慧城市、智能电网、移动支付、物联网。 资金流方面，移远通信近5日主力资金流入477.41万元，区间涨幅0.12%；近10日主力资金流出1.35亿 元，区间跌幅1.92%。 天眼查商业履历信息显示，上海移远通信技术股份有限公司，成立于2010年，位于上海市，是一家以从 事计算机、通信和其他电子设备制造业为主的企业。企业注册资本26165.7654万人民币，实缴资本 24440.0446万人民币。公司法定代表人为钱鹏鹤。 通过天眼查大数据分析，上海移远通信技术股份有限公司共对外投资了13家企业，参与招投标项目506 次，知识产权方面有商标信息186条，专利信息729条，此外企业还拥有行政许可17个。 来源：金融界 ...

Core Insights - Jianghuai Automobile received a net financing inflow of 196 million yuan last week, ranking 32nd in the two markets [1] - The company operates in various sectors including automotive manufacturing, new energy vehicles, and autonomous driving [1] Financing and Market Activity - Last week, Jianghuai Automobile had a total financing amount of 2.978 billion yuan and repayment amount of 2.782 billion yuan [1] - Over the past 5 days, the main capital outflow was 448 million yuan with a decline of 2.53% [1] - Over the past 10 days, the main capital outflow was 70.6121 million yuan with a decline of 0.2% [1] Company Profile - Anhui Jianghuai Automobile Group Co., Ltd. was established in 1999 and is located in Hefei City, primarily engaged in the automotive manufacturing industry [1] - The company has a registered capital of 21.84 billion yuan and a paid-in capital of 16.7968 billion yuan [1] - The legal representative of the company is Xiang Xingchu [1] Investment and Intellectual Property - Jianghuai Automobile has invested in 48 companies and participated in 5,000 bidding projects [1] - The company holds 946 trademark registrations and 5,000 patent registrations, along with 726 administrative licenses [1]

Core Viewpoint - Guizhou Guihang Automotive Parts Co., Ltd. has seen significant financing activity, with a net buy of 14.84 million yuan last week, indicating investor interest despite recent outflows in major funds [1] Financing Activity - Last week, Guizhou Guihang had a total financing buy of 174 million yuan and repayment of 159 million yuan [1] - The company ranked 486th in net financing buy across the two markets [1] Fund Flow - Over the past 5 days, the main funds have exited 70.67 million yuan, with a decline of 6.38% [1] - In the last 10 days, the outflow was 54.61 million yuan, reflecting a decrease of 2.25% [1] Company Overview - Guizhou Guihang was established in 1999 and is located in Guiyang, primarily engaged in the automotive manufacturing industry [1] - The company has a registered capital of 4.04 billion yuan and a paid-in capital of 1.53 billion yuan [1] - The legal representative of the company is Yu Xianfeng [1] Investment and Intellectual Property - Guizhou Guihang has invested in 25 companies and participated in 25 bidding projects [1] - The company holds 4 trademark registrations and 195 patents, along with 7 administrative licenses [1]

Group 1 - China's National Bureau of Statistics will release July CPI and PPI data next Saturday, with expectations of a 0% month-on-month CPI and a year-on-year decrease of approximately -0.5% [1] - For PPI, a rebound is anticipated both year-on-year and month-on-month based on high-frequency data such as the CRB spot index [1] - The Hong Kong securities market will implement a reduction in the minimum price fluctuation level starting next Monday, aimed at lowering trading costs and enhancing trading efficiency [1] Group 2 - The U.S. will begin implementing "reciprocal tariffs" next week, with new tariffs effective from August 7, providing countries with an additional window to negotiate lower tariffs [2] - The U.S. will release the July ISM services index next Tuesday, following a disappointing manufacturing ISM index and weak employment data, raising concerns about economic growth slowing [2] - The 2025 World Robot Conference will take place from August 8 to 12, alongside the World Robot Expo and World Robot Competition [2]

近日，记者从广州市政府答复省政协委员王维红的复函中获悉，近年来广州智能网联汽车产业发展取得 显著成效，17家企业累计自动驾驶技术测试总时长超130万小时、总里程达2441万公里；与此同时，广 州市正编制无人驾驶装备工作指引，将从全市全域层面推动多种类型、多种场景无人驾驶装备的应用。 （广州日报） ...

Core Viewpoint - The article discusses the transformation of public transportation, particularly buses, in response to urbanization trends, emphasizing the shift towards smaller, more efficient vehicles like the "Urban Spirit" microbus from Skyworth Automotive, which aims to enhance urban commuting experiences and address the "last mile" challenge [1][3][28]. Group 1: Urban Transportation Trends - The urban public transport landscape is evolving from a focus on large capacity to a more refined, service-oriented approach, characterized by smaller, precise, and scenario-based microbuses [4][28]. - The "Urban Spirit" microbus is designed to fill the gap between subways and private cars, targeting the underserved areas of urban transport [4][28]. Group 2: Product Features and Innovations - The "Urban Spirit" microbus features a compact design with a length of 5445mm and a turning radius of 6.8m, making it suitable for narrow streets and older neighborhoods [12][10]. - It incorporates a low center of gravity and a spacious interior, allowing for a maximum capacity of 19 passengers, while maintaining energy efficiency through a battery integrated into the chassis [16][18]. - The vehicle is equipped with advanced safety features, including a high-strength battery compartment and various active safety systems, ensuring passenger safety during urban commutes [26][24]. Group 3: Smart Transportation Integration - The "Urban Spirit" microbus is positioned as a key player in the future of smart transportation, with capabilities for integration into ride-hailing services and potential upgrades for autonomous driving technologies [22][20]. - The vehicle's design allows for seamless connectivity with smart city infrastructure, enhancing the overall public transport experience [22][28]. Group 4: Market Position and Future Outlook - The introduction of the "Urban Spirit" microbus represents a significant step in the diversification of the microbus industry, aiming to meet the growing demand for efficient urban transport solutions [30][28]. - As cities transition to micro-circulation public transport, the "Urban Spirit" is expected to play a crucial role in enhancing urban mobility and sustainability [28][30].

Core Insights - The article highlights the launch of autonomous taxi services by Pony.ai in Shanghai's Pudong area, marking a significant step towards the commercialization of self-driving vehicles [1][9][12] - The Shanghai government has issued new licenses for intelligent connected vehicles, allowing companies to operate autonomous driving services publicly and charge for them [1][9] - The autonomous taxi service is currently operational in specific areas, with plans for gradual expansion to more regions in Shanghai [1][9][12] Company Operations - Pony.ai's autonomous taxi service is accessible through its app, with operational hours from 7:30 AM to 9:30 PM, Monday to Friday [3][4] - The service has a starting fare of 14 yuan for the first 3 kilometers, with an additional charge of 2.7 yuan per kilometer thereafter [5] - The company has over 250 autonomous taxis and more than 190 autonomous trucks, accumulating over 50 million kilometers in global testing, with over 8 million kilometers in fully autonomous driving [9][10] Industry Trends - The autonomous taxi market is projected to grow significantly, with Goldman Sachs estimating a market size of $540 million by 2025 and $47 billion by 2035 in China [12] - Companies like Luojia and others are rapidly expanding their autonomous taxi operations, with significant investments planned to cover major cities [12][13] - The revenue from autonomous taxi services is becoming increasingly important for companies, with notable growth reported by various firms in their quarterly earnings [13] Safety and Technology - The autonomous vehicles are equipped with multiple sensors, including 4 LiDARs and 7 cameras, enabling them to monitor the environment and respond to dynamic conditions [10] - The transition from having a safety driver to fully autonomous operation has been carefully phased, with strict safety standards in place [9][10] - The operational efficiency and cost management of autonomous vehicles are critical for achieving profitability, with a target of reaching a break-even point with 1,000 vehicles in major cities [13]