撰文 / 牛跟尚 设计 / 师 超 一年之计在于春，未来之计也在春。 十五五规划是2026到2030年的5年事业计划。 东风公司董事长、党委书记杨青出席并强调，"十五五"是全面建设社会主义现代化国家的关键时期，是建设汽车强国的重要时期，是东风公司深度融入 国家发展战略、全力迈进世界一流汽车企业行列的攻坚时期。"我们要深入学习贯彻党中央决策部署，群策群力、齐心协力，编制出一份高质量的十五 五规划。" 东风头条报道说，东风公司党委常委、副总经理张祖同、尤峥，东风公司党委常委、总会计师冯长军，东风公司党委常委、纪委书记、国家监委驻东风 公司监察专员黄川，东风公司党委常委、副总经理黄勇出席会议；黄勇传达国务院国资委关于中央企业"十五五"规划编制工作的相关要求；东风公司战 略规划部（品牌管理部）介绍东风公司"十五五"规划编制整体工作安排。 一位高层人士向汽车商业评论透露，这其中还有一个很重要的背景：东风公司牵头编制央企十五五新能源汽车规划。 东风另一位高层参与者向汽车商业评论确认了这一事实，长安汽车一位高层也没有否定这一消息。 3月31日，东风公司"十五五"规划编制工作启动。除董事、党委副书记、工会主席刘艳红外，东风公 ...

Group 1: Optical Chip Industry - The global optical chip market is expected to grow at a compound annual growth rate (CAGR) of 14.86% from 2023 to 2027, with high-speed chips growing significantly faster than medium and low-speed products [1] - China's domestic production rate of laser chips at 25G and above is currently low, with the US and Japan leading in technology; however, the US-China friction is accelerating the "de-Americanization" process, creating substantial opportunities for domestic alternatives [1] - Henan province is establishing a leading optical chip industry cluster, with Hebi city as the core area, focusing on creating a "full-chain" optoelectronic industry ecosystem led by Shijia Photon [1] Group 2: Data Center and AI Market - The data center market in China has seen steady growth in 2023, with a total rack scale exceeding 8.1 million standard racks and a total computing power of 230 EFLOPS, ranking second globally [2] - The implementation of internet antitrust policies since 2021 has led to a slowdown in market demand, particularly among public cloud customers, resulting in an imbalance in supply and demand within the IDC industry [2] - The growth in demand is primarily driven by the proliferation of AI applications, such as the DeepSeek large model, which enhances cost efficiency and narrows the AI technology gap between China and the US [2] Group 3: Electronic Industry Lifecycle and Penetration - The electronic industry is characterized by material and process innovations that push product performance limits, evolving from 28nm, 14nm to 7nm, 3nm, and future 2nm technologies [3] - According to the product lifecycle theory, the electronic industry can be divided into investment, growth, and maturity phases, each corresponding to different investment styles and valuation methods [3] - Investment in areas with new technologies and policy support, such as AR/VR, is recommended due to their significant market potential and uncertain future development [3] Group 4: Autonomous Driving Technology - The advancement of AI technology has transitioned autonomous driving from a hardware-centric approach to a competition focused on AI integration and high-level intelligent driving [4] - Over 20 automotive companies and suppliers, including BYD and Geely, announced deep integration with the DeepSeek large model, enhancing efficiency and reducing costs in autonomous driving technology [4] - The laser radar market is rapidly growing due to the demand for Navigation Assisted Driving (NOA), with companies like Suteng Juchuang and Huawei being noteworthy players [4] Group 5: Income Growth and Consumption Patterns - As of 2023, China's household consumption rate stands at 39.6%, significantly lower than developed countries like the US and Japan, which have consumption rates of 23.1% and 45.8% respectively [5] - The income disparity among rural residents is pronounced, with the income gap between the top 20% and bottom 20% of earners being much larger than that of urban residents [5] - Policies should focus on transitioning subsidies from price-based to income-based, such as increasing agricultural product purchase prices and providing income support to rural families [5]

Core Insights - BMW Group showcased its "New Generation" innovations at the China Innovation Day, emphasizing advancements in smart cockpit, intelligent driving control, and AI integration, aligning with China's technological strengths [1][2] - The new generation products feature a digital neural system and four high-performance "super brains," enhancing computing power by 20 times to support AI user experiences [1][2] - BMW's strategy focuses on differentiated innovation in core areas, leveraging AI to enhance user experience and collaborating with leading Chinese tech companies [1][2] Group 1: Smart Cockpit and User Experience - The new generation smart cockpit redefines the driving experience through innovative human-machine interaction, utilizing the "visual cone" concept to minimize visual focus switching [2] - BMW has established a robust R&D network in China, with four R&D bases and three software companies, enabling comprehensive software solutions from consumer digital ecosystems to business operations [2] - The new electronic and electrical architecture lays the foundation for future development, with over 1,000 software modules and more than 500 million lines of code being developed for integration into the vehicle's "super brain" [2][3] Group 2: Intelligent Driving Control - The "Driving Control Super Brain" integrates power and chassis control, enhancing efficiency in core functions such as power transmission, braking, and steering [3] - This system allows for unprecedented speed and precision in executing driving dynamics, providing a smoother driving experience across various scenarios [3] Group 3: AI Integration and Future Plans - BMW is collaborating with Alibaba to integrate AI language models into vehicles, enhancing user experience through a customized AI engine [4][5] - The AI strategy focuses on three dimensions: driving pleasure, natural human-machine interaction, and immersive entertainment experiences [5] - Upcoming showcases at the Shanghai Auto Show will feature AI agents that enhance intelligent cockpit applications, linking mobility, third spaces, and ecological services seamlessly [5]

赛力斯汽车拟引入工银投资、交银投资、农银投资等战略投资者，共同对赛力斯汽车以货币方式进行增资，增资金额合计不超过 50亿元。 核心业务进展：新能源汽车销量42.69万辆，同比增长183%，问界M9与新M7分别斩获50万级豪车和新势力SUV销量冠军。 盈利驱动因素：产品结构改善+智能制造落地，新能源汽车毛利率提升至26.21%；研发费用增长至70.5亿元，占比4.86%。 2024年，赛力斯归母净利润59.46亿元，首次实现全年盈利；筹划发行H股股票并上市；中高端车型占比提升，新能源汽车毛利率升至 26.21%。 31日，赛力斯公布2024年报，核心要点包括： 财务表现：全年营收1451.76亿元，同比增长305%；归母净利润59.46亿元，首次实现利润转正，经营现金流净额达225.15亿元， 增长252%。 资本运作与股东回报：拟向全体股东每股派发现金红利0.97元（含税），占本年度归属于上市公司股东净利润的比例35.05%。本 次不进行资本公积金转增股本，不送红股。 赛力斯2024年归母净利润59.46亿元，去年同期为亏损24.50亿元。净利改善的背后，非经常性损益贡献约3.73亿元，占比仅6%，说明主业盈 ...

2025年3月31日，赛力斯（601127）发布2024年年报，公司实现营业收入1451.76亿元，同比增长 305.04%；新能源汽车销量42.69万辆，同比增长182.84%。归属于上市公司股东的净利润为59.46亿元， 首次实现利润转正，成为全球第四家盈利的新能源车企。然而，尽管营收和销量大幅增长，赛力斯的净 利润表现仍存在一定隐忧。 然而，尽管问界系列车型在市场上取得了显著成功，赛力斯的净利润表现仍存在一定隐忧。虽然公司首 次实现利润转正，但净利润率仅为4.1%，远低于行业平均水平。这表明赛力斯在成本控制和盈利能力 方面仍有较大提升空间。 净利润首次转正，但盈利能力仍待提升 赛力斯2024年实现归属于上市公司股东的净利润59.46亿元，首次实现利润转正。这一成绩主要得益于 公司高端品牌问界的成功和新能源汽车销量的快速增长。然而，赛力斯的净利润率仅为4.1%，远低于 行业平均水平。 赛力斯在2024年通过技术创新和软件定义汽车，构建了集生态、智能、超级效率为一体的超级工厂智能 制造平台。公司通过全生命周期精准触达和主动服务用户，持续提升用户体验，构建新豪华服务。这些 举措为赛力斯在高端市场的成功奠定了基 ...

北京商报讯（记者 刘洋）3月27日，在重庆汽车行业第36届年会上，全国政协常委、重庆市工商联主席、赛力斯集团董事长（创始人）张兴海表示，要把握 机遇乘势而为，以"新质"促"高质"，构建"新质生产力"下的"产业新生态"，助力汽车产业高端化、智能化、绿色化发展。 能取得如此成绩，张兴海认为离不开国家对新能源汽车的政策支持和市场化的资本参与，离不开广大用户对新能源汽车国产品牌的支持和喜爱，离不开汽车 全产业链企业孜孜不倦的追求。 2024年，重庆汽车产业产量达254万辆，同比增长9.4%。其中新能源汽车产量95.3万辆，同比增长90.5%。"重庆提出聚力建设智能网联新能源汽车之都的宏 伟目标，'33618'现代制造业集群体系建设与持续壮大。重庆市营商环境非常好，机遇非常多，新能源汽车产业将进一步高质量发展，迈上新台阶。"张兴海 说，"赛力斯期待能与更多产业链企业汇聚重庆，共谋发展，共赴商业成功。" 张兴海表示，作为重庆本土企业，赛力斯坚定"软件定义汽车"的技术路线，聚焦"智能增程电动、智能辅助驾驶、智能绿色制造"三个方面的技术创新，致力 于发展高端品牌问界。数据显示，2024年问界M9上市后，全年交付量突破15万辆 ...

以下文章来源于西门子EDA ，作者SIEMENS 西门子EDA . 电子领域的创新步伐正在不断加快。为了让我们的客户能够加快推出改变生活的创新产品，并成为市场 的领导者，我们致力于提供世界上最全面的电子设计自动化 (EDA) 软件、硬件和服务组合。 在当今快速发展的科技时代，半导体行业正经历着前所未有的变革。随着汽车智能化、电动化 的不断推进，人们对车载影音娱乐、智能交互、智能驾驶提出了全新的需求，促进了座舱和智 驾芯片等汽车IC的发展与变革；与此同时，随着芯片制造工艺接近物理极限，传统的集成电路 在性能提升和功耗降低方面遇到了瓶颈，3D IC也迎来了快速发展，作为先进的封装技术通过 垂直堆叠多个芯片，提高芯片密度和性能，从而延续摩尔定律；此外，AI技术在芯片设计工具 上的应用也迎来了大发展，EDA工具的自动化、智能化能够加速设计过程，减少人为错误，提 高整体设计质量。 西门子EDA工具以其先进的技术和解决方案，在全球半导体设计领域扮演着举足轻重的角色。 本文将从汽车IC、3D IC和EDA AI三个方向，深入探讨西门子EDA工具如何助力行业克服技 术挑战，推动创新发展。 助力应对汽车IC革新的技术趋势与挑战 ...

Core Viewpoint - The CEO of XPeng Motors, He Xiaopeng, emphasizes that the charging speed in the 5C and 6C categories will remain stable for a long time, highlighting the importance of standardized mass production in the automotive industry [3][4]. Group 1: Charging Technology - He Xiaopeng states that the 5C charging speed, which allows for a significant range in about 10 minutes, is optimal for battery charging and will not be surpassed in the near future due to its impact on the power grid and vehicle safety [3]. - The focus should be on standardizing mass production rather than on marginal improvements in user experience, as achieving widespread adoption is crucial for advancing charging efficiency and AI in vehicles [3]. Group 2: Smart Vehicle Development - The trend towards smart vehicles necessitates in-house research and development, as companies cannot rely on external sources for integration [4]. - He Xiaopeng believes that the automotive industry must leverage AI to integrate various technologies, which requires a deep understanding of numerous specialized fields [4]. Group 3: Global Expansion Challenges - He Xiaopeng identifies regulatory challenges as a significant barrier to the international expansion of smart vehicles, particularly in Europe, where existing regulations may hinder the adoption of new technologies [5]. - The demand for smart driving in Europe is currently low, indicating a need for a long-term cultivation process, although advancements in China, such as the introduction of L3 autonomous driving, may accelerate interest in smart vehicles globally [5].

2024年中国新能源汽车的销量达1300万辆，连续十年在全球排名第一，占全球总销量的70%！张兴 海认为，取得这样的成绩，来之不易，离不开国家对新能源汽车的政策支持和市场化的资本参与； 离不开广大用户对新能源汽车国产品牌的支持和喜爱；离不开汽车全生态企业孜孜不倦的追求。 张兴海表示，四年前，赛力斯以用户为中心，坚定走"软件定义汽车"的技术路线，探索整车企业与 ICT企业跨界业务合作，致力于发展高端品牌，2024年问界M9上市以来，当年交付15万辆，得到了 市场认可、深受用户喜爱。 谈及未来，张兴海说："中国新能源汽车产业要持续技术创新、行稳致远、稳中求进、走向国际 化，为实现汽车强国梦贡献力量！" 来源｜证券时报 3月7日上午，全国政协十四届三次会议第二场"委员通道"上，全国政协常务委员、全国工商联副主 席、赛力斯集团董事长（创始人）张兴海回答了记者提问。"学习了习近平总书记在民营企业座谈 会上的重要讲话，我深受鼓舞，倍感振奋，信心倍增。"张兴海说，"民营经济发展前景广阔、大有 可为。" ...

Core Viewpoint - Automotive original equipment manufacturers (OEMs) are navigating significant changes in their business and technology landscapes, including tariff threats, geopolitical shifts, and evolving relationships with suppliers [1][2][6] Group 1: Industry Challenges - OEMs are facing complexities in controlling vertical markets, requiring them to predict customer needs and focus on chips, IP, and software, areas where many are inexperienced [2][4] - The transition to new technologies is causing shifts in core relationships, with varying levels of understanding among suppliers regarding OEMs' needs for advanced features like ADAS [2][3] - The integration of complex systems and software poses significant challenges, as traditional automotive practices have not adequately addressed software quality and complexity [3][4] Group 2: Evolution of ECU Architecture - The historical evolution of electronic control units (ECUs) has led to increased complexity, with luxury vehicles now containing up to 150 ECUs, making management difficult [5][6] - Many companies are transitioning to domain controllers and central computing units to streamline architecture, especially for new entrants without legacy systems [5][6] - The bundling of hardware and software by major suppliers is changing business models, leading to a need for OEMs to adapt their strategies [6][10] Group 3: Electric Vehicle Market Dynamics - Despite a slowdown in global automotive sales, the electric vehicle (EV) market is growing, with projections indicating significant increases in EV adoption in the U.S. and Europe by 2030-2035 [7][8] - EVs require more semiconductors than traditional vehicles, with hybrid and electric vehicles having semiconductor content valued at over twice that of internal combustion engine vehicles [7][8] Group 4: Strategic Partnerships - OEMs are increasingly forming strategic partnerships within their ecosystems to address the complexities of modern automotive technology [10][11] - The shift in OEM roles is evident as they begin to build internal software capabilities and directly engage with semiconductor providers to align with future requirements [11][12] - The automotive ecosystem is evolving, with a focus on collaboration to enhance software and hardware integration, moving away from isolated operations [12][16] Group 5: Market Pressures and Adaptation - OEMs are under pressure to adapt quickly to market demands, with a focus on reducing time-to-market for new technologies and features [16][17] - The integration of new technologies into established processes is a significant challenge, requiring OEMs to manage complex supply chains and customer expectations [16][17] - The need for robust security systems and rapid development cycles is critical as customer expectations evolve [16][17]