2025年11月4日，在上海证券交易所的指导下，华福证券国家级投资者教育基地联合重庆邹容路证券营业部，共同组织投资者走进上市公司 千里科技 ，开展 了一场聚焦企业发展动态与上市公司运营的深度交流活动。此次活动为投资者搭建了近距离考察平台，助力其全面了解该公司从传统制造向智能化转型的最 新进展。 上市公司简介： 重庆千里科技股份有限公司聚焦"AI+车"核心战略，创 新产业 发展模式，致力于打造面向全球市场的智能出行科技品牌。公司核心业务包括终端业务与科 技业务两大板块，其中终端业务覆盖摩托车、汽车领域，旗下摩托车品牌"力帆、派方"和 新能源 汽车品牌"睿蓝"形成多元化产品矩阵；科技业务聚焦研发 行业领先的智能驾驶和智能座舱解决方案，打造AI智行开放平台。 在参观环节中，千里科技高管向投资者展示了最新的技术成果，投资者现场见证了公司智能辅助驾驶解决方案及联合生态伙伴推出的 智能座舱 Agent OS 系 统。这套系统基于AI Agent原生打造，能够为AI Agent的运行、调用与协作提供底层基础设施与服务。体验后，有投资者表示："从传统的 汽车制造 到如今 的AI驱动，AI故事不仅写在资料里，更烙在生产线上的每 ...

12月12日，惠州华阳通用电子有限公司（简称"华阳通用"）与紫光展锐（上海）科技股份有限公司（简 称"紫光展锐"）正式签署全面战略合作协议。华阳通用总经理汤文彬、紫光展锐执行副总裁黄宇宁作为 双方签约代表出席仪式，双方团队其他代表共同见签。此次签约标志着两家企业在智能汽车芯片领域的 深度协同正式启动，迈入优势互补、生态共建的新阶段。 根据协议，双方将在技术协同、市场共赢、生态共建三大维度深化开放合作，构建生态共赢格局。此次 合作的核心目标是推动智能汽车芯片国产化替代进程，为中国汽车产业自主化、智能化升级提供核心解 决方案，填补国产高端智能座舱芯片应用的短板。 未来，华阳通用与紫光展锐将以技术创新为引擎，以开放合作为基石，持续深化在智能汽车核心电子领 域的协同创新，共同书写智能出行新篇章，为全球智能汽车产业高质量发展注入中国力量。 本次合作以智能座舱为核心起点，双方将充分发挥各自产业优势，形成"终端量产能力+核心芯片技 术"的互补格局，携手打造国产智能座舱高性能、高性价比标杆产品。签约仪式上，双方高层一致认 为，5G通信与域控技术是构建智能汽车差异化竞争力的关键抓手。 华阳通用总经理汤文彬表示："当前智能汽车正 ...

日前，全国高校区域技术转移转化中心（智能出行分中心）开放日暨广州大学城创客节启动活动在广州 番禺举办。全国高校区域技术转移转化中心智能出行分中心（简称"智能出行分中心"）正式落地广州大 学城，进驻3个教育部工程研究中心，落地首批创新项目，开展四方共建"新工科"创新体系等合作签 约。 全国高校区域技术转移转化中心（智能出行分中心）开放日在广州番禺举办。 成立半年来，智能出行分中心已对接全国40所高校，征集364个意向入驻项目，遴选65个优质项目，首 批落地进驻了来自北京理工大学、香港科技大学（广州）、华南理工大学等高校的17个项目。 为解决高校科技成果转化"不能转、不好转、不会转、不愿转、不敢转"难题，智能出行分中心首创大模 型赋能CASE"一站式"服务体系，以AI赋能成果转化链条建设。 "国字号"平台落地番禺 以AI赋能科技成果转化 12月16日，在2025高校科技成果交易会全体会议上，全国高校区域技术转移转化中心（粤港澳大湾区） 正式揭牌成立，陆空一体化智能出行分中心（简称"智能出行分中心"）落地广州大学城。 智能出行分中心采用"理事会+登记类事业单位+公司"运营机制，以90万平方米广州大学城科技园作为 核 ...

Core Viewpoint - The company faces significant backlash from users due to the discontinuation of 2G network services, which has rendered many smart features of its electric bikes inoperable, leading to safety concerns and potential legal issues [1][5][7]. Group 1: User Experience and Feedback - Numerous users reported their electric bikes experienced sudden "lockout" and "power loss" while riding, raising safety concerns [1][3]. - The company attributed these issues to the nationwide 2G network shutdown, affecting models with EB11 and EB20 smart chips, and offered limited solutions such as Bluetooth unlocking or upgrading to a 4G smart chip at a cost [3][4]. - Users expressed frustration over the lack of prior notification regarding the use of 2G technology when purchasing their bikes, which they believe violates their right to be informed [5][10]. Group 2: Regulatory and Industry Context - The company began its electric bike business in July 2020, shortly after a government directive in August 2020 advised against using 2G/3G networks for new IoT devices [7][9]. - Despite the regulatory guidance, the company continued to release new electric bike models utilizing outdated 2G technology, which is seen as a significant oversight given the expected lifespan of electric bikes [10][11]. Group 3: Legal and Ethical Implications - Legal experts suggest the company's actions may infringe on consumer rights, including the right to be informed and the right to fair trade, as consumers were not made aware of the implications of the 2G network shutdown [10][12]. - The company's failure to provide adequate information about the technology used in its products has led to accusations of short-sightedness and a lack of responsibility towards consumers [5][11]. Group 4: Robotaxi Business and Safety Concerns - The company recently entered the Robotaxi market but faced a serious incident where a self-driving vehicle struck pedestrians, raising questions about the safety of its AI and hardware capabilities [12][13]. - This incident has sparked concerns about the company's ability to ensure safety in its new ventures, paralleling the issues faced in its electric bike business [13].

Core Viewpoint - The company Hello has faced significant backlash from electric vehicle owners due to the discontinuation of 2G network services, which has rendered many smart features in their electric bikes inoperable, leading to safety concerns and customer dissatisfaction [2][3][10]. Group 1: Network Issues and Customer Impact - Hello's electric bikes have experienced service interruptions due to the shutdown of 2G networks, affecting features like remote locking and battery monitoring, which were marketed as part of the "permanent membership" benefits [2][3][6]. - Users were not informed at the time of purchase that the bikes relied on 2G communication, and now they face additional costs to upgrade to 4G technology [4][10]. - The company has offered limited solutions, such as using Bluetooth to unlock the bikes or paying for a 4G upgrade, while only partially refunding membership fees [6][10]. Group 2: Regulatory and Industry Context - The Ministry of Industry and Information Technology had issued a notice in August 2020, urging the discontinuation of 2G/3G networks for new IoT devices, yet Hello continued to release models using 2G technology [4][12][16]. - The company launched its electric bike business in July 2020, shortly before the regulatory notice, and has since introduced several models that still utilize outdated communication technology [12][13]. Group 3: Legal and Ethical Concerns - Legal experts have indicated that Hello's actions may violate consumer rights, including the right to be informed about the implications of using 2G technology, which could lead to legal repercussions [14][16]. - The failure to disclose the potential for service disruption due to network changes raises questions about the company's commitment to consumer transparency and fair trading practices [14][16]. Group 4: Robotaxi Business and Safety Issues - Hello's Robotaxi service has recently encountered a serious safety incident, marking a significant concern for the company's new venture into autonomous driving [18][19][21]. - The CEO had previously claimed that advancements in AI and hardware justified the launch of the Robotaxi service, but the recent accident has cast doubt on these assertions and raised concerns about the safety protocols in place [18][19][21]. - The incident has led to fears that Hello's approach to the Robotaxi market may mirror the issues faced in their electric bike segment, potentially damaging the company's reputation and consumer trust [21].

依托先进的感应技术，用户无需将设备从口袋或包中取出，车辆便能自动识别并响应，真正实现"无感 解锁"。进入车内后，驾驶者无需额外操作手机，可直接启动车辆行驶，全程流程简洁顺畅，大幅提升 出行便捷性。针对用户关注的设备续航问题，该功能配备了完善的解决方案——即便iPhone或Apple Watch电量耗尽并自动关机，内置的备用电量功能（Power Reserve）仍能保障数字钥匙正常工作，避免 因设备断电影响用车。 作为长期位列该技术支持车企名单的品牌，保时捷此次明确了数字车钥匙功能的落地时间与首发车型， 填补了此前技术应用的具体信息空白。据了解，该功能的集成将彻底改变传统车辆交互模式，车主无需 携带物理钥匙，仅需随身携带iPhone或Apple Watch，即可完成车门及尾箱的解锁操作。 从技术层面来看，苹果数字车钥匙基于低功耗蓝牙（BLE）和超宽带（UWB）技术构建，确保了连接 的稳定性与安全性。数字钥匙将安全存储于Apple Wallet（苹果钱包）应用中，同时支持通过邮件、短 信（Messages）等方式与其他用户共享，进一步拓展了使用场景。（纯钧） 来源：环球网 【环球网科技综合报道】12月12日消息， ...

Core Viewpoint - The Robotaxi industry is transitioning from a "technology story" to a "business story," with 2025 marking a critical commercialization turning point [1][3]. Industry Overview - The Robotaxi sector is approaching a pivotal moment, evolving from single-vehicle intelligence validation to ecosystem competition [2]. - By 2025, significant advancements in the Robotaxi sector are expected, with a projected annual decrease in autonomous driving system costs of 10%-15% [3]. - The market for Robotaxis is anticipated to grow significantly, with Goldman Sachs predicting 1.9 million Robotaxis in operation in China by 2035, leading to a market size of $47 billion [3]. Company Strategy - Cao Cao Mobility has launched a "Ten Years, One Hundred Cities, One Hundred Billion" strategic goal, leveraging the Geely technology ecosystem to establish a unique three-in-one development model of "smart customized vehicles + smart driving technology + smart operations" [1][4]. - The company plans to introduce a customized Robotaxi model designed for L4 autonomous driving by the end of 2026, utilizing battery swapping technology [6]. Competitive Advantage - The three-in-one model creates a competitive moat for Cao Cao Mobility in the Robotaxi ecosystem, focusing on smart driving technology, customized vehicles, and operational systems [5][7]. - The "Green Intelligent Passage Island" enhances operational capabilities, serving as a hub for automated battery swapping, cleaning, and vehicle management, with plans for replication in other cities [7]. Implementation Plan - Cao Cao Mobility's "three-step" strategy includes: 1. Technical validation and small-scale testing; 2. Transitioning to unmanned operations; 3. Full-scale commercial operations with customized Robotaxi models [9]. - The company has initiated global expansion, signing a memorandum with the Abu Dhabi Investment Office to pilot autonomous driving and green travel technologies [10]. Investment Perspective - The value of Cao Cao Mobility's Robotaxi strategy lies in optimizing unit economics, with total cost of ownership (TCO) for customized vehicles reduced by 36.4% compared to typical electric vehicles [12][13]. - As the Robotaxi business progresses, the company's valuation may shift from a "mobility platform" to a "smart mobility technology company," reflecting its role in future smart city infrastructure [13][14].

Core Insights - The Huawei HMS for Car forum held on November 28 in Shenzhen focused on the automotive industry's transition towards digitalization, intelligence, connectivity, and electrification, emphasizing the need for a competitive global smart in-car service system [1][10] Group 1: HMS for Car Overview - Huawei's HMS for Car integrates four core capabilities: maps, voice, ecosystem, and connectivity, aiming to help automotive companies establish differentiated competitive advantages globally [2][11] - The platform has evolved from addressing basic needs to integrating into local ecosystems, enhancing product localization experiences for automotive companies [2][12] Group 2: Core Capabilities - In smart voice technology, the AIBox has been upgraded to understand context and engage in natural conversations, achieving a 90% accuracy rate in local accents and supporting 16 Chinese dialects and 13 global languages [3][12] - The ServiceBox acts as a bridge for localizing automotive ecosystems, adapting top-tier in-car applications to different countries and supporting various interaction methods [3][13] - The NetBox enhances network stability for in-car services, covering over 100 countries and integrating resources from 150 operators [3][13] - The MapBox focuses on providing accurate local map data and real-time updates, collaborating with overseas map providers to offer over 280 million points of interest [4][13] Group 3: Collaborative Practices - The partnership with automaker Seres emphasizes a new paradigm in smart mobility, integrating AI capabilities to create a comprehensive user experience across six key areas: smart travel, smart living, smart entertainment, safety, child companionship, and smart office [5][15] - Long-term collaboration with Great Wall Motors has led to significant advancements in navigation accuracy and stability, with new features set to debut in December [6][16] Group 4: Ecosystem Partnerships - Collaborations with content partners like Tencent Music aim to enhance in-car entertainment experiences through AI-driven music recommendations based on user context [7][18] - The integration of smart parking solutions simplifies the parking process, allowing users to reserve spaces and pay fees via voice commands [9][18] - TomTom's dynamic mapping capabilities support real-time navigation and traffic management, enhancing the overall driving experience [9][19] Group 5: Future Directions - The forum highlighted the evolution of HMS for Car from a basic service provider to a comprehensive travel assistant, with plans for continuous upgrades and deeper integration with partners to create innovative travel experiences [10][19]

Core Insights - The automotive industry is rapidly transitioning towards digitalization, intelligence, connectivity, and electrification, with a focus on building a globally competitive intelligent in-car service system [1] - Huawei's HMS for Car aims to enhance the localization experience of smart cockpits to meet diverse regional market needs, moving from merely supporting car companies to integrating into local ecosystems [2] Group 1: HMS for Car Capabilities - HMS for Car integrates four core capabilities: maps, voice, ecosystem, and connectivity services, providing a comprehensive intelligent in-car solution that has already supported multiple car manufacturers [1] - The AI Box upgrade allows for proactive understanding and natural communication, achieving a 90% accuracy rate in recognizing local accents and supporting 16 Chinese dialects and 13 global languages [4] - Service Box acts as a bridge for local ecosystem adaptation, enhancing user familiarity with local applications and supporting diverse interaction methods [4] - Net Box enhances network stability for in-car services, covering over 100 countries and integrating resources from 150 operators [4] Group 2: Navigation and Mapping Enhancements - Map Box focuses on creating a differentiated product experience with real-time updates, supported by local research institutes in Munich and the Netherlands [5] - The collaboration with overseas map providers has resulted in over 280 million Points of Interest (POI) data, improving navigation accuracy and efficiency [5] Group 3: Integration and User Experience - HMS for Car is evolving into a "personal travel assistant," integrating various services such as navigation, vehicle control, and entertainment into a seamless user experience [7] - The system can understand the entire travel cycle, automatically planning routes and recommending services along the way [7] - Over 70 vehicle models globally have successfully integrated HMS for Car solutions [7] Group 4: Collaborative Innovations - The partnership with automaker Seres has led to the development of a smart automotive ecosystem, enhancing user experience through AI algorithms and multi-scenario intelligent functions [8] - Long-term collaboration with Great Wall Motors has resulted in significant improvements in navigation precision and stability, with new capabilities set to debut in December [10] - Collaborations with content partners like Tencent Music have led to the creation of an AI music recommendation system tailored to user travel scenarios [13] Group 5: Parking and Navigation Solutions - The partnership with Shenzhen Shunyi Tong has resulted in a convenient parking experience through features like space reservation and voice-activated payment [15] - TomTom's integration of radar perception and data fusion has enhanced the accuracy and reliability of global map data for the "live map" capabilities [17] Group 6: Future Outlook - The forum highlighted the evolution of HMS for Car from "going out" to "going in," emphasizing ongoing upgrades and partnerships to create new intelligent travel experiences [19]

12月3日，曹操出行CEO龚昕在杭州宣布。这是曹操出行在Robotaxi领域的雄心壮志，也是其为未来描摹的一幅蓝图：未来十年在全球设立五大运营中 心，将Robotaxi服务推广至一百座城市，累计实现1000亿元人民币GTV（总交易价值）。 与此同时，全球首个集自动换电、调度、清洁于一体的"绿色智能通行岛"正式投用——智慧出行基础设施建设，已悄然起步。 "曹操出行不仅是吉利控股旗下的科技出行平台，更是我们探索未来出行、实现Robotaxi商业化运营最重要的载体，也是验证前沿技术和全生态协同能力 的先锋。"吉利控股集团安聪慧表示。 业内人士指出，全球Robotaxi市场正从"技术可行性验证"阶段转向"可复制的商业化扩张"阶段，自动驾驶出租车行业拐点已来。 【导读】曹操出行发布Robotaxi"十年百城千亿"战略目标 "十年百城千亿！" 国内唯一、全球少数具备Robotaxi全要素的公司 出行服务并非简单投放车辆，而是复杂的运营系统工程。行业很多公司在展示Robotaxi时，往往侧重技术或车辆本身。而曹操出行带来的则是完整的 Robotaxi解决方案。 依托吉利科技生态，曹操出行具备Robotaxi发展所需的全部关 ...