" 奥迪项目间接推动了华为车BU的诞生。 " 作者丨王瑞昊 编辑丨 田 哲 "奥迪是首个搭载华为乾崑智驾的百年豪华品牌，（我们与奥迪的）合作才刚刚开始。" 近期，华为智能汽车解决方案BU CEO靳玉志宣布与奥迪合作乾崑智驾，合作车型不仅涵盖即将推出的奥 迪A5L、A5L Sportback和Q6L e-tron车型，还包括A4L、A6L、Q5L等更多主流车型。 即将推出的奥迪 A5L，是首个搭载华为载乾崑智驾的燃油车型，其首发搭载奥迪最新E³ 1.2电子电气架 构，消除了燃油车在算力、通信、供电、兼容性上的短板，实现智能辅助驾驶功能自然适配燃油车型。 智能辅助驾驶功能，长期被认为是新能源汽车的"专属标签"，而奥迪和华为的合作有望打破这一认知，让 偏好燃油车的用户也能够享受智能辅助驾驶带来的便利。 这一改变不仅关乎驾驶体验变化，更关乎奥迪能否突围市场竞争。 01 奥迪项目，加速华为车BU诞生 奥迪与华为的合作由来已久。 2014年，华为内部成立车联网实验室，成为车BU的雏形。三年后，双方在德国柏林签署战略合作谅解备 忘录，携手布局智能车联网，并于2018年拓展至L4级自动驾驶领域。 据雷峰网了解，正是奥迪项目， ...

随着墨西哥、泰国基地的稳步推进，旭升集团正式搭建起"中国+北美+东南亚"三角产能网络，持续深 化"技术出海"与"本土共生"的双轨战略，在服务全球客户的同时，与合作伙伴共同成长，为中国企业的 国际化探索积累更多务实经验，构建可持续竞争优势，打造服务全球的轻量化零部件供应商。 5月30日，宁波旭升集团股份有限公司（股票简称：旭升集团股票代码：603305）在证券日报网路演平 台以"视频录播和文字网络互动"方式召开了公司2024年度暨2025年第一季度业绩说明会。公司管理层围 绕业绩报告披露的人形机器人、新能源轻量化、储能及海外基地包括墨西哥工厂及泰国新厂建设进度等 内容，积极主动向投资者介绍具体经营成果，并对投资者提出的问题作出详细解答。 旭升集团相关负责人表示，公司始终以铝、镁合金轻量化技术为核心，深耕新能源汽车主业，同时前瞻 布局储能、人形机器人等新兴领域，形成"技术深耕+跨界突破"的双轮驱动格局，以实现主业稳固精进 与新兴业务快速突破的协同发展。 旭升集团深度挖掘自身铝、镁合金精密加工专长，结合人形机器人独特的结构与性能需求，全力投入关 节壳体、躯干结构件等关键产品研发，轻量化结构件在未来人形机器人中大有可 ...

Group 1 - The core viewpoint of the news is that Yunnan Petrochemical has successfully implemented the Robust-IPC full-process intelligent control technology, enhancing operational efficiency and control capabilities [1] - Prior to the IPC project, Yunnan Petrochemical faced challenges with PID and APC systems, which limited automation and response to operational fluctuations [1] - The IPC project integrates over 10 advanced intelligent control technologies, significantly improving anti-interference capabilities and reducing fluctuations in key parameters [1] Group 2 - Since the end of last year, Yunnan Petrochemical has initiated optimization installation work for 20 units, including catalytic cracking and hydrocracking [2] - The technical team has customized optimization plans for each unit based on data analysis of operational characteristics, achieving a transition from single-variable to multi-variable control [2] - To date, the project team has optimized 1,913 basic control loops and developed 139 optimization control plans, along with several intelligent control modules [2]

Core Insights - The inclusion of billiards in the "National Fitness Public Service System" has led to a surge in billiards consumption, expanding the market significantly [1] - The demand for billiards-related products is increasing, with over 47,000 new registered billiards-related companies expected by 2025, including 409 manufacturing enterprises, marking a year-on-year growth of 31.09% [1] Group 1: Billiards Production and Market Demand - A company in Jiangsu produces phenolic resin billiard balls, capturing over 50% of the global market share, with daily production reaching approximately 30,000 balls and a year-on-year sales increase of 20% [3] - The financial officer of a Jiangsu billiard production company indicated that current orders are secured until 2028, with a focus on expanding overseas markets, resulting in a more than 200% increase in overseas sales [5] - The chairman of a Jiangsu new materials technology company announced plans to expand production capacity by approximately 30% by the end of 2025 due to reaching near full capacity [7] Group 2: Billiard Tables and Equipment - A well-known domestic billiard table manufacturer reported a 30% increase in sales last year, continuing the growth trend this year and updating equipment to meet rising orders [9] - A sports goods company in Jiangxi has increased its equipment by four units, replacing several semi-automatic processes with fully automated systems, resulting in over a twofold increase in efficiency [12] - The general manager of a Beijing sports goods company noted the addition of 12 new trade partners, with overseas sales growing by 40% from January to May, and an expectation to break historical production and sales records for the year [14]

Core Insights - The price of the Mercedes EQB 260 has dropped significantly from 352,000 yuan to 176,000 yuan, making it the cheapest Mercedes, yet it is struggling to attract buyers in China due to technological inferiority compared to domestic brands [1][3] - Mercedes lacks competitive advantages in the three core technologies of electric vehicles: batteries, electric control, and intelligent driving, which has led to a decline in its electric vehicle market position [3][5] - In 2024, Mercedes is projected to sell only 185,000 electric vehicles, while Xiaomi is expected to sell 135,000 units, indicating a shift in consumer preference towards domestic brands [3][5] Group 1 - The decline in sales of Mercedes electric vehicles is attributed to the strong competition from domestic brands like Xiaomi, NIO, Li Auto, and Zeekr, which have surpassed Mercedes in terms of sales and average price per vehicle [5][7] - Audi and BMW are taking proactive steps to enhance their electric vehicle offerings by collaborating with technology companies like Huawei and Alibaba, while Mercedes has yet to make significant moves in this direction [7][9] - The trend of decreasing prices for luxury brands like Mercedes (BBA) is leading to a loss of brand allure among Chinese consumers, who are becoming less willing to pay high prices for these vehicles [9] Group 2 - The introduction of new models like the Audi A5L, which combines traditional fuel vehicle advantages with intelligent driving features, represents a strategic shift in the market [7][9] - BMW's upcoming "new generation" concept car, which incorporates AI technology developed in partnership with Alibaba, is set to enter mass production, indicating a focus on innovation [7][9] - The overall trend shows that traditional fuel vehicles are struggling to keep pace with the electric vehicle revolution, leading to a significant shift in consumer preferences and market dynamics [9]

Industry Overview - The high-tech shipbuilding industry in China is projected to achieve sales revenue of 71.009 billion yuan in 2024, representing a year-on-year growth of 14.53% [1][14] - High-tech ships are characterized by advanced technology, special performance, and high added value, making them technology-intensive, labor-intensive, and capital-intensive [2][4] - The industry includes various types of ships such as transportation, engineering, scientific research, and special-purpose vessels [2] Industry Development History - The development of China's high-tech shipbuilding industry has gone through five stages: foundation (1949-1960), system improvement (1961-1978), technology introduction (1979-1999), rapid development (2000-2010), and high-quality development (2010-present) [4][5][6] - Significant milestones include the construction of China's first nuclear submarine in 1966 and the establishment of a complete shipbuilding industrial system by the late 1970s [4][5] Current Industry Status - In 2024, China's shipbuilding completion volume is expected to reach 48.18 million deadweight tons, with a year-on-year increase of 13.85% [11] - China holds a global market share of 55.7% in shipbuilding completion volume, 74.1% in new orders, and 63.1% in hand-held orders, showcasing its strong competitive position [11] - The delivery of high-tech ships, such as the first large LNG carrier "AL SHELILA," marks a significant breakthrough in the high-end shipbuilding sector [1][12][14] Key Enterprises - Major players in the industry include China Shipbuilding Group, Jiangnan Shipyard, and Shanghai Waigaoqiao Shipbuilding, which dominate in order volume and technological capabilities [16][18] - Private enterprises like Yangzijiang Shipbuilding have also made significant strides, with a focus on clean energy vessels and advanced manufacturing technologies [20] Industry Trends - The industry is accelerating its transition towards green and intelligent technologies, with a focus on low-carbon ship development and the integration of advanced technologies such as 5G and AI [9][22][23] - By 2024, new orders for green ships are expected to account for 78.5% of the international market share, reflecting a strong commitment to sustainability [22] - The integration of high-end manufacturing and global supply chain collaboration is reshaping the competitive landscape, with China capturing 74.1% of global high-tech ship orders [24]

企业代表温氏股份董事长温志芬致辞中表示，温氏集团自2003年首届畜博会起连续二十余年参展，见证 了展会从区域性平台发展为亚洲第一、全球第二的国际畜牧盛会。2025畜博会规模再创新高，展览面积 超18万平方米，吸引全球1500余家展商，覆盖种畜禽、饲料、兽药、畜牧机械等全产业链，专业观众数 量持续攀升。2025畜博会举办期间的高峰论坛、技术研讨会等活动，为行业提供了技术交流与合作契 机。温氏集团积极响应号召，持续加大科技投入，提升核心竞争力，致力于提供优质安全畜产品，同时 践行绿色可持续发展理念，助力畜牧业低碳转型。温氏将深化与行业伙伴合作，共同探索现代化产业体 系建设，并呼吁各界把握畜博会平台机遇，推动技术转化与资源整合。 第二十二 届（2025）中国畜牧业博览会暨2025中国国际畜牧业博览会开幕式（中国畜牧业协会供图） 据了解，2025畜博会特设智能装备、低碳技术、数字解决方案及优质畜产食品展区，集中展示全产业链 创新成果。同期举办"优化产能，提振消费"系列高端论坛，汇聚全球智慧共谋发展路径。 开幕式上，中国畜牧业协会会长蔡辉益在致辞中表示，中国畜牧业正以科技创新和开放合作为引擎，迈 向高质量发展新征程。近 ...

Core Insights - The 2025 Qingdao International Auto Show, themed "Moving Upward, Leading the Future," showcases over 90 global automotive brands and nearly 1,000 models, with more than 60% being new energy vehicles, reflecting the industry's shift towards electrification and smart technology [1][3][9] Industry Trends - The integration of new energy and smart technology is reshaping product forms, consumption patterns, and industry structures, with significant representation from brands like BYD, NIO, and XPeng, marking a notable increase in the scale of new energy vehicle displays [3][4] - The event features 24 press conferences on the opening day, highlighting new models and strategic releases from various brands, indicating a competitive landscape focused on innovation and market presence [3][4] Technological Innovations - The exhibition emphasizes smart technology not only in vehicles but also through AI robots and interactive experiences, enhancing visitor engagement and showcasing advancements in automotive technology [7][9] - Major automakers, including BMW, Mercedes-Benz, and Volkswagen, present multiple electric and hybrid models equipped with advanced driver assistance systems, reflecting the industry's commitment to innovation [5][9] Policy and Market Dynamics - Qingdao's "old-for-new" vehicle replacement policy, combined with first-time car purchase subsidies, has stimulated significant automotive consumption, with reported figures of approximately 5.213 billion yuan in sales and 35,700 vehicles traded in under the program [10] - The ongoing exemption of purchase tax for new energy vehicles until December 31, 2025, further incentivizes consumer adoption, with additional discounts leading to comprehensive savings exceeding 40,000 yuan for certain models [10] Regional Impact - The Qingdao International Auto Show serves as a critical engine for regional consumption and a reflection of China's automotive market transformation, driven by local policy initiatives and national strategic frameworks [9][10] - The event reinforces Qingdao's status as one of China's top five auto shows, showcasing the city's innovative capabilities in artificial intelligence and its role in the automotive industry's evolution [9][11]

Financial Performance - The company's net profit attributable to shareholders for 2024 is 96.6 million CNY [3] Business Focus and Growth Drivers - The core business revolves around mold manufacturing, particularly for automotive inspection tools and automation equipment [3] - Emphasis on technology accumulation and innovation to enhance production efficiency and product quality [3] - The company targets mid-to-high-end markets, providing comprehensive solutions including molds, inspection tools, and automation equipment [3] Industry Overview - The automotive interior and exterior market is experiencing stable growth, driven by increasing consumer demands for quality and aesthetics [4] - The market is also influenced by the rapid development of new energy vehicles and smart technologies, necessitating continuous innovation [4] - Global automotive sales are steadily increasing, contributing to ongoing demand in the automotive interior and exterior market, especially in China [4] Client Base and Market Position - The company serves a diverse range of clients, including major international automotive suppliers and local manufacturers [4] - Established long-term partnerships with renowned companies such as HP Pelzer, Faurecia, and BYD, among others [4]

Core Viewpoint - The credit rating agency maintains the AAA rating for Great Wall Motors Co., Ltd. with a stable outlook, reflecting the company's strong market position and financial performance despite challenges in new model launches and international operations [3][30]. Financial Overview - Total assets are projected to grow from 185.36 billion in 2022 to 217.27 billion in 2024, while total liabilities are expected to increase from 120.14 billion to 138.27 billion in the same period [5][25]. - The company reported a net profit of 8.25 billion in 2022, which is expected to rise to 12.69 billion by 2024, indicating a significant improvement in profitability [5][25]. - Operating revenue is forecasted to increase from 137.34 billion in 2022 to 202.20 billion in 2024, reflecting a positive trend in sales performance [5][25]. Market Position - Great Wall Motors holds a leading position in the pickup and SUV markets, with a strong focus on R&D to enhance product competitiveness [6][13]. - The company has successfully expanded its export business, with export sales increasing by 55.57% from 2023 to 2024, contributing significantly to overall sales growth [15][12]. - The company has launched several new models, including the Tank 500 and the new generation Haval H6, which are expected to strengthen its market presence [12][14]. Risks and Challenges - Some newly launched models are still in the production ramp-up phase, leading to underutilized sales potential [4][6]. - The company faces increased geopolitical risks and trade barriers in its international operations, which could impact overall performance [6][18]. - The competitive landscape in the Chinese automotive market remains intense, particularly in the high-end SUV and MPV segments, where the company needs to improve its market share [18][6]. Strategic Initiatives - The company is focusing on enhancing its R&D capabilities, with a reported investment of 10.446 billion in 2024, aimed at advancing technologies in hybrid, electric, and intelligent driving [17][28]. - Great Wall Motors is expanding its product lineup to include motorcycles, which diversifies its offerings and targets new market segments [12][10]. - The company is implementing a "forest ecosystem" strategy to drive technological innovation and improve product competitiveness [17][28]. Credit Rating and Outlook - The credit rating agency has affirmed the AAA rating for Great Wall Motors and its convertible bonds, indicating strong creditworthiness and stable financial health [3][30]. - The stable outlook reflects the company's robust operational performance and ability to navigate market challenges effectively [4][30].