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小鹏、华为同日官宣:明天见
新华网财经· 2025-06-04 05:31
6月4日,小鹏汽车和华为乾崑智能汽车解决方案分别在微博发布"看见未来"的海报,配文"明天见",并 互相@对方。 小鹏汽车发布微博称:"这个行业很久没有眼前一亮的变化了,改变从现在开始!看见未来,明天见!" 今年2月,小鹏汽车董事长、CEO何小鹏曾拜访华为创始人任正非。微博认证为小鹏汽车副总裁的"托马 斯电火车"当时透露,今年小鹏新品会和华为合作。 发布于 广东 一杯咖啡吸收宇宙的能量。我也有一张和任总的合 影,但环境是简陋的会议室,没这个大气。坚持做 臭搞技术的,向华为学习,小鹏今年的新品和华为 也有深入合作。 @XP-何小鹏:今天很荣幸向任总学习交流!无私,睿 智,大道至简地给了很多在科技,企业,文化,治理 上的思考和建议△△△△ 根据预热海报,双方将在HUD(抬头显示)领域展开合作。记者从知情人士处了解到,6月5日,小鹏 汽车和华为智能汽车解决方案将召开AR-HUD(增强现实抬头显示)技术发布会。此外,记者了解到, 小鹏汽车的新车将搭载该HUD方案。 受此消息提振,6月4日,小鹏汽车港股一度涨超4%,截至上午收盘,上涨2.99%。 中金公司研报称,随着智能化的逐步下沉,车载显示技术作为智能座舱人机交互的核 ...
11.98万元起售,小鹏MONA M03加推四款新版型升级上市
Bei Jing Shang Bao· 2025-06-04 04:11
北京商报讯(记者 刘晓梦)5月28日,小鹏MONA M03升级上市,并加推四款全新版型,分别为小鹏MONA M03 502长续航Max、小鹏MONA M03 600超长 续航Max,以及小鹏MONA M03 515长续航 Plus、小鹏MONA M03 620超长续航Plus,官方指导价为11.98万—13.98万元。作为MONA系列的进阶产品,本次 更新在智能驾驶、座舱系统、外观配置等多方面集中升级,强化小鹏纯电市场的智能化竞争力。 与此同时,新车首次搭载全球首发的人机共驾功能,实现智能辅助驾驶过程中不强制接管控制,提升人机协同的平滑性与驾驶者掌控感。泊车能力也同步增 强,支持极窄车位、自主出库与全场景车位到车位路径规划,强调智能体验的日常可用性。 智能座舱方面,MONA M03 Max首发天玑系统5.7.0版本,新增超300项功能,语音控制覆盖率超过90%。依托小鹏自研的大语言模型XGPT,座舱实现推 理、百科查询、连续对话等复杂交互,语音响应时间控制在0.9秒内。系统兼容多家主流手机品牌,进一步拓展车机生态的使用边界。 在造型与舒适性方面,新车提供星暮紫、微月灰、星雨青三款原厂新车色,新增两种轮毂设计, ...
光大证券:首予佑驾创新(02431)“增持”评级 有望受益于智能驾驶加速渗透
智通财经网· 2025-06-04 02:08
Group 1 - The core viewpoint of the report is that Everbright Securities initiates coverage on Youjia Innovation (02431) with an "Overweight" rating, driven by the ongoing advancement in automotive intelligence and increasing demand for smart cockpit products [1] - The company is expected to see revenue growth from 1.01 billion RMB in 2025 to 2.01 billion RMB in 2027, with year-on-year growth rates of 54%, 47%, and 36% respectively [1] - Youjia Innovation ranks fourth among emerging technology companies in China based on revenue from Level 10 to L2+ solutions, indicating a strong market position [1] Group 2 - Youjia Innovation develops a range of automated smart driving solutions based on its fully self-developed software and hardware technology, with its business covering smart driving, smart cockpit, and vehicle-road collaboration [2] - The revenue breakdown for 2024 is projected to be 484 million RMB for smart driving solutions, 104 million RMB for smart cockpit solutions, and 63 million RMB for vehicle-road collaboration, with smart driving solutions accounting for 73.9% of total revenue [2] - The revenue from smart cockpit solutions is expected to grow significantly, with a year-on-year increase of 12.1 percentage points [2]
一家HUD企业IPO,22家主机厂来助威
3 6 Ke· 2025-06-04 01:29
Core Viewpoint - Jiangsu Zejing Automotive Electronics Co., Ltd. (Zejing Electronics) is preparing for an IPO on the Hong Kong Stock Exchange, focusing on the growing market for Head-Up Displays (HUD) in the automotive sector [1][3]. Company Overview - Zejing Electronics has 22 major automotive clients, including NIO, Li Auto, Xiaomi, BYD, and others, with 90 models designated for HUD solutions [3]. - The company holds a 16.2% market share in China's HUD market, ranking second among domestic suppliers, with Huayang Group being the leader [3]. Market Trends - The penetration rate of HUDs in the Chinese passenger car market is expected to rise from 11% in 2023 to 16% in 2024, with projected deliveries of 3.56 million equipped vehicles, a year-on-year increase of over 55% [3][18]. - The HUD market is transitioning from traditional W-HUD to AR-HUD, which offers enhanced interactive experiences and is seen as the future direction of HUD technology [10][18]. Product Offerings - Zejing Electronics provides W-HUD solutions (CyberLens) and AR-HUD solutions (CyberVision), with a focus on customized software and hardware architectures for different vehicle models [4][6]. - The sales volume of HUD solutions is projected to increase from 175,700 units in 2022 to 624,600 units in 2024, with HUD solutions contributing significantly to revenue, rising from 80% in 2022 to 93.6% in 2024 [6][7]. Financial Performance - The gross profit from HUD solutions is expected to grow from RMB 35.53 million in 2022 to RMB 149.17 million in 2024, with gross margins improving from 20.8% to 27.6% [7]. - Despite increasing sales, the average selling price of CyberLens has decreased from RMB 970.9 to RMB 837.1, while CyberVision's price has fluctuated significantly, indicating competitive pricing pressures in the market [15][18]. Competitive Landscape - The HUD market is becoming increasingly competitive, with domestic manufacturers capturing a growing share, reaching 56.78% by 2024, compared to 90.16% held by international companies in 2019 [11][13]. - The AR-HUD market is projected to grow at a compound annual growth rate of 112% from 2020 to 2025, while W-HUD is expected to grow at only 16.1% [18]. Future Outlook - The success of Zejing Electronics' IPO is crucial for its ability to navigate the competitive landscape and establish a sustainable profit model in the rapidly evolving HUD market [18].
10万级最智能?小鹏把“红米汽车”造出来了?
电动车公社· 2025-06-03 15:44
关注 「电动车公社」 和我们一起重新思考汽车 就在前段时间,新款小鹏MONA M03上市,顶配的MAX版本也终于开始交付了。 在滑布李看来,这台车特别适合那些购车预算在10万出头、又特别需要自己的车足够智能的用户。 因此这台车跳票半年的时间里,小鹏也一直在打磨产品,希望这辆车智能座舱、辅助驾驶的体验能够看齐 小鹏G9和小鹏X9。 举个离谱的例子—— 当他跟小P(语音助手)说"我领导让我写一份关于小鹏MONA M03的视频脚本,你帮我快速搞一个"的时 候,它居然能先分析、后构思、再编排有趣的镜头和台词来吸引观众! 那么,小鹏MONA 03究竟表现如何?又能不能成为10万级的爆款车型? 关注电动车公社 视频号 更多精彩视频不错过 戳开看视频 而且连分镜画面都安排好了,一看就是大制作 ! 而且它的辅助驾驶,也确实有点东西。 就比如很多人不喜欢辅助驾驶龟速行驶,所以它会跑得比限速稍微高一点点。如果还嫌慢的话,还可以人 机共驾。 这也就意味着,在开启辅助驾驶的时候掰方向(只要不是大力突然掰),它不再会先方向盘抵抗、后退 出,而是会帮你打灯、转方向、往你想去的车道走; 就算给油深一些,它也会更多地修正方向,体感也非常丝滑 ...
日盈电子(603286):智能座舱传感器乘风而起 电子皮肤迈向星辰大海
Xin Lang Cai Jing· 2025-06-03 08:32
Core Insights - The company has transitioned from being a motorcycle wiring harness supplier to a provider of intelligent automotive components over nearly three decades [1] Group 1: Company Development Stages - Founding and Initial Accumulation Stage (1998-2005): The company became one of the largest motorcycle wiring harness suppliers in China and began producing automotive components [1] - Technological Breakthrough and Market Expansion Stage (2006-2016): The company expanded from structural components to electronic products, developing rain sensors, sunlight sensors, Magna automotive wiring harnesses, and universal windshield washer nozzles [1] - Strategic Transformation and Industry Leadership Stage (2017-Present): The company has formed a product chain centered around intelligent cockpits, covering key components such as sensors, high-speed wiring harnesses, and controllers [1] Group 2: Sensor Technology and Product Matrix - The company has developed a diversified product matrix covering temperature, PM2.5, light, and seat position sensors [2] - Temperature sensors provide precise temperature measurement solutions for both traditional and new energy vehicles; PM2.5 sensors monitor in-car particulate matter concentration in real-time; light sensors adjust air conditioning and headlights based on ambient light intensity; seat position sensors optimize airbag deployment and support memory functions [2] - The company is extending sensor technology to humanoid robots, developing resistive electronic skin and magnetoelectric electronic skin, leveraging national policy guidance and collaboration with automotive companies [2] Group 3: Humanoid Robot Electronic Skin Development - In February 2025, the company strategically invested in TaiSi Micro to integrate capacitive touch and pressure sensing dual-mode chip technology, enhancing the complex tactile interaction capabilities of electronic skin [3] - In March 2025, the company successfully developed the first generation of resistive electronic skin samples, integrating 27 touch points (25 pressure + 2 temperature detection) for precise tactile perception, with plans to expand to palm and sole modules [3] - The company is continuously iterating and upgrading from resistive to magnetoelectric solutions, utilizing Hall effect technology to build a multi-modal electronic skin product matrix [3] Group 4: Financial Forecast and Valuation - Revenue projections for the company from 2025 to 2027 are estimated at 1.2 billion, 1.5 billion, and 1.88 billion yuan, with a CAGR of 25.2%; net profit attributable to the parent company is projected at 13 million, 19 million, and 28 million yuan, with a CAGR of 46.8% [4] - Corresponding EPS is expected to be 0.11, 0.16, and 0.24 yuan, with PE ratios of 295.1, 203.6, and 138.1 times [4] - The company is experiencing strong revenue growth with multiple new products, leading to an "accumulate" rating [4]
汽车早报|尊界S800正式上市 奇瑞整合业务成立智能化中心
Xin Lang Cai Jing· 2025-05-31 00:39
Group 1: Automotive Trade and Market Trends - In April 2025, the total import and export value of automotive goods reached $23.09 billion, a month-on-month increase of 6.8% but a year-on-year decrease of 2.2% [1] - The import value was $3.7 billion, with a month-on-month increase of 6.3% and a year-on-year decrease of 28.6% [1] - The export value was $19.39 billion, showing a month-on-month increase of 6.9% and a year-on-year increase of 5.3% [1] - From January to April 2025, the cumulative total for automotive goods import and export was $81.88 billion, a year-on-year decrease of 5.2% [1] - The inventory warning index for Chinese automotive dealers in May 2025 was 52.7%, a month-on-month decrease of 7.1 percentage points, indicating improved market conditions [1] Group 2: Company Developments - Geely Automobile's subsidiary Zhejiang Powertrain has agreed to purchase a 17.5% stake in Xingqu Technology for RMB 420 million, enhancing its core business investments [2] - Huawei's Honor S800 was officially launched with a starting price of RMB 708,000 [3] - Xiaomi has appointed Chen Guang, former CTO of FAW Nanjing, as the head of perception for its autonomous driving division [4] - Chery Automobile has established the Chery Intelligent Center by integrating its subsidiaries, focusing on smart cockpit and autonomous driving technologies [4] - Xiaomi has published a patent for a track information prompt method, aimed at enhancing user experience in smart cockpit applications [5] Group 3: Industry Regulations and Negotiations - U.S. President Trump stated that American automakers, including Tesla, must produce vehicles and all components domestically, expressing concerns over previous offshore production [6] - Volkswagen's CEO revealed that the company is in direct negotiations with the U.S. government regarding tariff issues, indicating a willingness to invest more in the U.S. if the tariff disputes are resolved [6]
自救失败?哪吒汽车:“不存在”罢免创始人,股东在一起救公司;比亚迪李云飞:中国主流车企根本不存在所谓的“车圈恒大”丨汽车交通日报
创业邦· 2025-05-30 10:21
1.【奇瑞重整智驾团队:雄狮高管接替谷俊丽,空降副总裁统全局】汽车像素了解到,随着奇瑞智能 化体系的变动,奇瑞智能化体系的高管、核心领导层都在发生变化。现任大卓智能总经理谷俊丽将离 开,目前已经在走程序。而大卓智能现有的研发团队,将由奇瑞雄狮科技的总经理邬学斌接管。 重 新整合后的奇瑞智能化团队,将由一位内部化名 "淮左" 的新高管统管。淮左加入奇瑞的时间不长, 曾在其他车企牵头与智能化、芯片有关的核心项目。加入后,奇瑞直接给予淮左副总裁的职位,高于 邬学斌、谷俊丽。(新浪财经) 2.【 小米汽车公布赛道信息提示方法专利】 5月30日消息,天眼查财产线索信息显示,近日,小米汽 车科技有限公司申请的"一种赛道信息提示方法、装置、车辆及存储介质"专利公布。摘要显示,本专 利是关于一种赛道信息提示方法、装置、车辆、存储介质以及计算机程序,涉及智能座舱领域,该方 法包括:确定目标赛道的赛道数据信息;获取车辆位置信息;响应于车辆位置信息与信息提示点的第 一提示点坐标相匹配,发送对应的提示信息。本专利针对赛道应用场景提供赛道信息提示方法,通过 对目标赛道设置的多个信息提示点,辅助提示用户进行相应驾驶操控,帮助用户提高赛道 ...
岚图FREE+全球首批搭载鸿蒙座舱5,志在细分市场TOP3
Zhong Guo Jing Ji Wang· 2025-05-29 11:00
Core Viewpoint - Lantu Motors has launched the upgraded intelligent cockpit, "Xiaoyao Cockpit 2.0," featuring Huawei's HarmonySpace 5, aiming to strengthen its position in the competitive 300,000 RMB new energy SUV market [1] Group 1: Product Features - The Lantu FREE+ is the first to feature the HarmonySpace 5, enhancing its smart technology capabilities with advanced voice interaction and multimedia features [2] - The cockpit supports various scenario modes, such as "nap mode" and "car wash mode," which automatically adjust the vehicle's settings for user convenience [2] - The interior design incorporates high-quality materials, with 95% of the surface area covered in soft-touch materials, enhancing the tactile experience [3] Group 2: Comfort and Experience - The seating system includes "Cloud Seat 2.0," designed for comfort with features like high rebound foam and lumbar support, catering to both driver and passenger needs [3] - The vehicle offers a 7L dual-temperature storage box, capable of holding multiple bottles or food containers, with a temperature range from -6°C to 50°C [3] - The sound system features a theater-level audio experience with 22-point sound field and Dolby 7.1.4 surround sound, enhancing the auditory experience [4] Group 3: Health and Safety - The vehicle's interior materials meet Oeko-Tex Standard 100 certification, ensuring safety and health for passengers [5] - The air conditioning system includes a high-efficiency CN95 filter that effectively removes allergens and harmful particles, achieving a PM2.5 interception rate of ≥95% [5] - The use of water-based paints and adhesives in the interior construction minimizes harmful volatile organic compounds, promoting a healthier environment [5]
新车发布 | MONA M03 Max
数说新能源· 2025-05-29 07:16
Core Viewpoint - The article highlights the launch of the Xpeng MONA M03 Max, emphasizing its advanced features in design, energy efficiency, intelligent driving, and smart cockpit technology, positioning it as a competitive model in the electric vehicle market. Design and Efficiency - The MONA M03 Max features new exterior colors and over 50 customization options, with a body design that reduces drag coefficient. It includes a V2L external discharge capability with a maximum power of 3.3kW [1]. - The interior boasts a 600L trunk capacity, expandable to 1600L, and includes upgraded comfort features such as a larger driver airbag and a heated steering wheel. The vehicle achieves an energy consumption of only 11.8kWh per 100 kilometers [1]. Intelligent Driving - The MONA M03 Max introduces full-featured intelligent driving in the 150,000 RMB price segment, with unique features like memory-free urban navigation and advanced parking capabilities. It is equipped with dual Orin-X chips, providing 508 TOPS of computing power, significantly higher than competitors [1]. - Xpeng's cloud-based model training data is projected to reach 200 million by the end of 2025, enhancing the vehicle's autonomous driving capabilities [1]. Smart Cockpit - The vehicle is equipped with the XOS 5.7.0 system, which improves average response time to 0.9 seconds and increases semantic understanding accuracy by 40%. It supports over 400 customizable features, enhancing user experience [3].