A股软件开发概念早盘震荡走高，同辉信息涨超13%，普联软件涨超10%，吉大正元涨停，国源科技涨 超9%，新致软件、创意信息、格尔软件等个股跟涨。近日，国务院国资委举办中央企业基础软件及工 业软件领域人才特训班，着力提升跨域创新能力和生态构建能力。 ...

Core Insights - SAIC Motor Corporation has successfully navigated the challenges of the automotive industry's transition to new energy and smart technologies, achieving significant sales growth and maintaining industry leadership [1] - The company's strategy focuses on user-centric innovation, breaking technological barriers, and global expansion, serving as a valuable model for the transformation of China's automotive industry [1] Group 1: Sales Performance - In the first half of 2025, SAIC's vehicle wholesale reached 2.053 million units, a year-on-year increase of 12.4%, with retail delivery hitting 2.207 million units [1] - The company's passenger vehicle sales saw a year-on-year growth of 21.1% in the first half of 2025, demonstrating the effectiveness of its integration model [9][6] Group 2: Product Innovation - The Roewe D7 DMH has set a new industry standard for hybrid vehicles in the 100,000-150,000 yuan price range, featuring a range of over 2,200 kilometers and fuel consumption of only 2.49 liters per 100 kilometers [3] - MG brand plans to launch 13 new models in two years, showcasing its strong product development capabilities and commitment to market expansion [5] Group 3: Technological Advancements - The Zhiji L6, equipped with a solid-state battery, boasts a range exceeding 1,000 kilometers, positioning it competitively against international luxury brands [5] - SAIC's collaboration with technology giants like Huawei and OPPO aims to enhance smart driving capabilities and user connectivity, achieving high performance in voice recognition and device integration [10][9] Group 4: Global Expansion - SAIC's "Glocal strategy" has established a robust global supply chain, with products exported to over 170 countries and regions, achieving cumulative overseas sales of over 6 million units [11] - The company has tailored its products to meet European standards, enhancing competitiveness in the region by optimizing battery management systems and powertrains [13] Group 5: Market Positioning - SAIC's autonomous brands now account for 63.5% of its total sales, reflecting a shift in market dynamics from joint ventures to domestic brands taking the lead [6] - The MG brand has successfully redefined its global presence, achieving over 5 million units in sales and breaking the stereotype of low-cost exports from Chinese automakers [14]

其 他 报 告 2025年07月11日 晨会纪要 | 国内市场 | | 涨跌幅（%） | | | --- | --- | --- | --- | | 指数 | 收盘 | 1日 | 上周 | | 上证综合指数 | 3510 | 0.48 | 1.40 | | 深证成份指数 | 10631 | 0.47 | 1.25 | | 沪深300指数 | 4010 | 0.47 | 1.54 | | 创业板指数 | 2190 | 0.22 | 1.50 | | 上证国债指数 | 226 | -0.02 | 0.16 | | 上证基金指数 | 6949 | 0.06 | 0.16 | 资料来源:同花顺iFinD | 海外市场 | | 涨跌幅（%） | | | --- | --- | --- | --- | | 指数 | 收盘 | 1日 | 上周 | | 中国香港恒生指数 | 24028 | 0.57 | -1.52 | | 中国香港国企指数 | 8668 | 0.83 | -1.75 | | 中国台湾加权指数 | 22693 | 0.74 | -0.14 | | 道琼斯指数 | 44458 | 0.49 | 2.30 | | ...

Core Viewpoint - Industrial software is becoming the core engine driving new industrialization, with a focus on the "chain-based" promotion model targeting key industrial chains in new energy equipment and automotive parts [1] Group 1: Pain Points and Solutions - The promotion starts with digital diagnostics, identifying 52 common pain points for small and medium-sized enterprises (SMEs) in the new energy and automotive parts sectors [2] - A supply-demand matching market has been established to connect SMEs with industrial software service providers, resulting in over 300 tailored services for different enterprises [2] - This model reduces trial and error costs for enterprises and ensures efficient software deployment, making digital transformation accessible to SMEs [2] Group 2: Breakthroughs in New Energy Equipment - The "chain-based" promotion has shown significant results in the new energy equipment sector, with companies like Yinen Electric and Weiteng Power deploying Product Lifecycle Management (PLM) systems to standardize quoting and design processes [3] - Jiangsu Yuanxin Energy achieved over 50% revenue growth for two consecutive years by implementing a factory-level MES system that broke down data silos [3] Group 3: Warehouse Transformation in Automotive Parts - The automotive parts supply chain has experienced a warehouse revolution, with Danyang Portqi Vehicle Parts Co., Ltd. improving inventory accuracy from 82% to 94% and increasing space utilization by 13% [4] - The implementation of an intelligent warehouse management system has significantly enhanced operational efficiency, with a 30% improvement in goods retrieval [4] - Over the past year, the "chain-based" promotion has enabled 50 SMEs to receive 6 million yuan in subsidies for digital transformation and process re-engineering [4] Group 4: Future Developments - As the "chain-based" promotion shows initial success, deeper transformations are anticipated, emphasizing the importance of practical application of industrial software in complex industrial scenarios [5] - The local government plans to summarize experiences from industrial software promotion and improve policy support to lower transformation barriers for SMEs [5] - Continuous efforts will be made to build a sustainable empowerment ecosystem, reinforcing the foundation for the transformation of manufacturing in Zhenjiang from "intelligent change" to "quality change" [5]

Group 1 - iFlytek expects a significant reduction in losses for the first half of 2025, with projected revenue growth of 15%-20% and net profit growth of 30%-50% compared to the same period last year [1][2] - The company anticipates a gross profit increase of over 600 million yuan, with total sales receipts around 10.3 billion yuan, reflecting a year-on-year increase of approximately 1.3 billion yuan [1][2] - iFlytek's strategic focus on artificial intelligence and continuous investment in R&D, which constitutes about 20% of revenue, has led to healthy growth in its core business, particularly in the consumer sector [2][3] Group 2 - Seres expects a net profit increase of 66.20% to 96.98% for the first half of 2025, with projected net profit between 2.7 billion to 3.2 billion yuan [4] - The company's performance is attributed to its commitment to a software-defined vehicle strategy and the successful launch of new products in the second quarter of 2025 [4] Group 3 - WuXi AppTec anticipates a 44.43% increase in adjusted net profit for the first half of 2025, with expected revenue of approximately 20.8 billion yuan, a year-on-year growth of about 20.64% [5][6] - The growth is driven by the company's focus on its integrated CRDMO business model and the successful sale of part of its stock in WuXi XDC Cayman Inc., contributing an estimated gain of 3.21 billion yuan [6] Group 4 - China Shipbuilding expects a net profit increase of 98.25% to 119.49% for the first half of 2025, with projected net profit between 2.8 billion to 3.1 billion yuan [10] - The company has benefited from improved order structures and effective cost control, leading to significant revenue growth [10] Group 5 - Huadian Power anticipates a net profit increase of 62.62% to 70.22% for the first half of 2025, with projected net profit between 642 million to 672 million yuan [20] - The growth is attributed to effective cost reduction strategies and stable production processes [20] Group 6 - Lotus Holdings expects a net profit increase of 58.67% to 68.59% for the first half of 2025, with projected net profit between 160 million to 170 million yuan [21] - The company's new product development and sales have shown significant results, particularly in the new retail sector [21] Group 7 - Dongyangguang anticipates a net profit increase of 157.48% to 192.81% for the first half of 2025, with projected net profit between 583 million to 663 million yuan [28] - The company is accelerating its strategic layout in the intelligent computing and humanoid robot sectors, which has begun to yield revenue [28] Group 8 - Walden Materials expects a net profit of 545 million to 587 million yuan for the first half of 2025, reflecting a year-on-year growth of 30% to 40% [29] - The growth is driven by increased market demand across various product lines, including electronic materials and new energy vehicles [29] Group 9 - Sanmei Holdings anticipates a net profit increase of 146.97% to 171.67% for the first half of 2025, with projected net profit between 948 million to 1.042 billion yuan [30] - The company benefits from a favorable competitive landscape and rising demand for its fluorinated refrigerants [30]

Core Insights - Feishu's ambition is to redefine enterprise collaboration through AI, aiming for practical applications rather than mere concepts [2][8][21] - The monthly active users of Feishu's multi-dimensional table are approaching 10 million, marking it as a significant player in enterprise software [2][11][12] - Despite impressive commercialization results, profitability remains a challenge for Feishu, DingTalk, and WeChat Work [3][20] Company Developments - Feishu has launched a suite of AI products, including knowledge Q&A, AI meetings, Aily, and Feishu Miaodai, targeting real enterprise pain points [2][8] - The multi-dimensional table has seen significant updates, including a single table capacity increase to 10 million rows and improved loading speeds [9][10] - Feishu's enterprise-level agent development platform, Aily, allows users to create customized agents for various business needs [14] Market Position - Feishu is competing with DingTalk and WeChat Work, forming a triad in the collaborative software market [17] - In the new energy vehicle sector, 60% of the top 30 brands are using Feishu, showcasing its strong market presence [19] - In the consumer sector, Feishu has captured significant market share, with 5 out of 6 listed tea brands and 7 out of 10 listed domestic beauty brands using its platform [20] Industry Trends - The B-end market is accelerating the commercialization of generative AI, with enterprises expected to invest $4.6 billion in 2024, an increase of nearly 8 times [16] - The competitive landscape for enterprise software is shifting from single-function products to ecosystem building, driven by AI advancements [15]

Core Viewpoint - Company expects a significant increase in net profit for the first half of 2025, projecting a growth of 66.20% to 96.98% compared to the previous year [1] Financial Performance - Estimated net profit attributable to shareholders is projected to be between 2.7 billion yuan and 3.2 billion yuan [1] - Non-recurring net profit is expected to range from 2.23 billion yuan to 2.73 billion yuan, reflecting a year-on-year growth of 55.13% to 89.92% [1] Strategic Initiatives - The growth is attributed to the company's strategy of software-defined vehicles and user-defined markets [1] - New product launches are driving sales growth and enhancing profitability [1] - Continuous improvement in operational quality is also a contributing factor [1]

偏弱 趋势方向 主力成本分析 海目星688559 时间: 2025年7月10日星期四 47.58分综合得分 30.91 元 当日主力成本 31.24 元 5日主力成本 32.12 元 20日主力成本 30.10 元 60日主力成本 周期内涨跌停 过去一年内该股 涨停 0次 跌停 0 持股量92.05万股 占流通比0.45% 昨日净买入-7.64万股 昨日增仓比-0.037% 5日增仓比-0.085% 20日增仓比-0.518% 技术面分析 32.53 短期压力位 30.98 短期支撑位 33.77 中期压力位 30.76 次 北向资金数据 风险提示：以上内容仅作为作者或者嘉宾的观点，不代表和讯的任何立场，不构成与和讯相关的任何投 资建议。在作出任何投资决定前，投资者应根据自身情况考虑投资产品相关的风险因素，并于需要时咨 询专业投资顾问意见。和讯竭力但不能证实上述内容的真实性、准确性和原创性，对此和讯不做任何保 证和承诺。 中期支撑位 股价跌破短期支撑位，短线观望为宜； 目前中期趋势不慎明朗，静待主力资金选择方向 K线形态 暂无特殊形态 资金流数据 2025年07月10日的资金流向数据方面 主力资金净流入3.3 ...

Core Insights - European automotive manufacturers and tech companies have formed a software alliance to develop and share advanced automotive software platforms, aiming to regain control over the digital architecture of future vehicles in areas like autonomous driving and connected cars [3][5][12] - The initiative is primarily driven by German automotive industry leaders, with most members being German companies, and it seeks to create an open-source core software stack by 2026 [4][5] - The shift towards "software-defined vehicles" (SDV) is seen as crucial for enhancing vehicle performance and creating new revenue streams for automakers, especially with the integration of AI technologies [5][7] Group 1 - The software alliance includes major automotive manufacturers and suppliers, such as Volkswagen, BMW, Mercedes-Benz, Bosch, and Valeo, and aims to deliver a core software stack by 2026 and start mass production of vehicles based on this stack by 2030 [3][4][5] - The alliance is negotiating with the French automotive association to attract more members and accelerate the transition to SDV while reducing rising R&D costs [5][12] - The development process will follow new standards for open-source technology, focusing on a "code-first" strategy to enhance efficiency and quality in software development [6][10] Group 2 - European automakers have faced significant challenges in software development, with companies like Volkswagen's CARIAD experiencing delays and substantial financial losses, highlighting the difficulties in transitioning to a software-driven model [7][8][11] - The automotive industry in Europe has historically prioritized hardware over software, leading to a lack of focus on software capabilities and a reliance on external suppliers for software development [10][11] - The shortage of software talent in Europe, compounded by a weak consumer software ecosystem compared to the US and China, poses a significant barrier to the development of competitive automotive software solutions [11][12] Group 3 - The formation of the software alliance represents a proactive attempt by the European automotive industry to enhance its influence in the digital automotive landscape and address its software shortcomings [12] - European automakers are also collaborating with Chinese tech companies to bolster their software capabilities, recognizing the advanced state of software development in China [12]

7月10日下午，2025贝壳财经年会"智能网联汽车如何重构新生态"分论坛举办。中国汽研政研咨询中心副总工程师朱云尧带来《智能网联汽车产业格局与生 态演变》的主旨演讲，从技术变革、产业格局和生态前景三个方面进行解析。 朱云尧表示，中国汽车产业格局呈现四段式演进。2025年后是智能网联爆发期，新型生态快速发展，价值重心向软件、数据和运营服务转移，更多企业将淘 汰出局。2028年后，中国汽车有望占到全球45%的市场份额。此外，软件系统生态、能源系统生态和数字运营生态将相互关联、协同作用，推动汽车产业全 球化发展。 中国汽研政研咨询中心副总工程师朱云尧。活动现场图 预计2035年新能源汽车渗透率超80% 另外，他认为，数据驱动汽车全生命周期创新，自2022 年起汽车已迈入数据定义时代，算力和数据是未来智能驾驶竞争核心。 对于技术变革，朱云尧认为，其底层逻辑是汽车产业与能源、智能、互联三大革命紧密耦合。未来绿色能源体系、智能终端普及与万物互联，推动汽车从耗 能工具向储能载体、从机械载体向智能终端等多方面转变。汽车技术在机械结构层、能源供给层、电气架构层、操作系统层、软件应用层和云端数据层六个 层面提升。 L4级自动驾驶 ...