Core Insights - European automotive companies are collaborating to develop an open-source automotive software platform, seen as a self-rescue measure amid industry transformation [1][2] - The global automotive industry is rapidly transitioning towards intelligence and connectivity, with software becoming a core competitive factor [1] - European automakers are lagging in software development compared to American companies like Tesla and Waymo, despite their strong technical foundation in traditional fuel vehicles [1] Group 1: Strategic Collaboration - Eleven European companies across the automotive supply chain have signed a memorandum of understanding to jointly develop the software platform [1][2] - The initiative is supported by the German Automotive Industry Association, highlighting its strategic importance [1] - The platform aims to reduce development costs by avoiding redundant investments in basic software and enhancing development speed through a "code-first" approach [2] Group 2: Market Potential and Goals - The automotive software market is projected to reach $84 billion by 2030, with a compound annual growth rate of 9% [1] - The first vehicles based on the new platform are expected to enter mass production by 2030, with a target to deliver the platform by 2026 [2] - Volkswagen's CEO stated that the collaboration could improve software development efficiency by 50% before 2026 [2] Group 3: Challenges Ahead - The collaboration faces challenges such as aligning different corporate interests and commercial goals, which may complicate resource allocation and profit-sharing [3] - Technical integration is complex due to varying software development focuses, architectures, and standards among the companies involved [3] - Data security and privacy protection are critical issues, as the platform will handle significant amounts of data, necessitating a unified approach to data management [3]

以下文章来源于36氪汽车 ，作者樊舒琪、徐蔡钰 36氪汽车 . 看懂汽车产业新百年。36氪旗下智能电动车产业报道公号。 油车是基本盘， 智能化也要补课。 文 ｜ 樊舒琪 徐蔡钰 编辑 ｜ 李勤 杨轩 来源｜ 36氪汽车（ID:EV36kr） 封面来源 ｜ IC Photo 传统豪华品牌奔驰，正设法补齐智能化的短板。 36氪汽车从多位知情人士了解到，奔驰已和亿咖通、星纪魅族达成合作，Flyme Auto即将进入奔驰中国车型序列。最先搭载Flyme Auto的奔驰车型是长轴 距版E-Class。 一位消息人士透露，合作车型预计会在2027年推出。36氪获悉，长轴距版E-Class确将在2027年推出改款。 36氪就以上消息向奔驰求证，截至发稿，未获回应。 亿咖通是吉利旗下专注打造全栈式汽车平台的子公司。 这家企业成立于2016年。彼时沈子瑜还是博泰车联网的CEO，而吉利集团正筹划布局智能化业务，于是李书福邀沈子瑜一同创立了亿咖通科技，双方各自 持股70%与30%。2022年，亿咖通在美股上市。 目前，亿咖通除了智能座舱业务，还涉足智能驾驶、底层零部件等领域。 而魅族是吉利2022年收购的手机公司，也是吉利在"车手 ...

Core Insights - The rapid growth of China's express delivery industry is highlighted by the early surpassing of 1 trillion packages this year, occurring 35 days earlier than last year [1][2] - The increase in express delivery volume reflects the ongoing vitality of the Chinese economy and the effectiveness of policies aimed at boosting domestic demand and consumption [2][3] Group 1: Market Potential - The express delivery sector has seen continuous growth, with package volume exceeding 1 trillion for five consecutive years, indicating an expanding consumer market and increasing e-commerce penetration [3] - Policies promoting consumption, such as the "old-for-new" exchange program, are injecting new momentum into the market, enhancing the role of the postal and express delivery industry [3] Group 2: Logistics Efficiency - Improved logistics channels are evident, with efficient operations in regions like Yiwu, where daily shipments reach nearly 150,000 packages, ensuring timely delivery across the country [4] - The development of infrastructure, including high-speed rail and highways, has facilitated more efficient and convenient logistics transportation [4] Group 3: Technological Advancements - The integration of advanced technologies such as 5G, IoT, and AI is driving the smart upgrade of the express delivery industry, enhancing service efficiency and response speed [5][6] - The use of unmanned vehicles in delivery processes has significantly reduced costs and emissions, with a reported 40% decrease in delivery costs and zero tailpipe emissions [5]

7月10日，由成都餐饮同业公会主办、四川省川商总会及四川旅游学院支持、四川熊喵大师科技有限公 司承办的成都餐饮行业科技智能发展创新研讨会召开，行业协会、餐饮连锁品牌创始人、餐饮供应链头 部企业、行业数据分析专家、烹饪技术传承顾问等参会，共同探讨了通过科技智能化手段解决中餐标准 化、规模化痛点的可行性。 万亿级中餐赛道正迎变，"机器炒菜"成为这个市场中最大的变量之一。 成都餐饮行业科技智能发展创新研讨会现场，南都湾财社记者摄 中餐集中度低、客单价下滑 中餐市场，已然是万亿级赛道。国家统计局数据，2024年，全国餐饮收入近5.6万亿元，同比增长 5.3%。其中，红餐产业研究院在《川菜发展报告2024》中预计，2024年中式正餐市场规模有望达到1.06 万亿元。 目前，这个万亿赛道集中度依旧不高。《中国餐饮品类发展报告2025》数据显示，我国餐饮行业的连锁 化率从 2020年的15%稳步上升至2024年的22%，并预计在2025年进一步提升至24%左右。 其中，中式餐饮的连锁化率还非常低，《2025中国餐饮市场全景图及趋势展望》数据显示，以CR5标准 来看，中式正餐仅有1%，中式休闲餐为5%，中式快餐则为2%。 " ...

该系统通过多参数传感器与人工智能模型，构建了"网络记录+集中管控+远程指令"的灌浆管理新模 式，可对灌浆压力、流量、浆液密度等核心参数进行实时动态监测，全程数据详细记录并同步上传云 端，实现了灌浆施工全过程智能化管理。 "该系统不仅保障了灌浆质量稳定可控，还通过自动预警和故障诊断确保安全生产。"中国水电基础局库 坝区防渗工程技术经理吕建国表示，"灌浆效率较人工操作显著提升，工程单月最大灌浆进尺已达5.7万 米。" 据悉，东庄水利枢纽已于2025年入选水利部智能大坝建设试点，计划2026年底完成大坝智能建造关键技 术应用与提升。作为其子项目，中国水电基础局自主研发的智能灌浆技术已通过专业鉴定，相关成果达 到国际领先水平。(完) 中新网天津7月10日电 (记者 周亚强 通讯员 曾乐男 郑皓宇)记者10日从驻津央企中国水电基础局有限公 司获悉，由其承建的陕西东庄水利枢纽库坝区防渗工程实现重大突破，智能灌浆施工进尺已超60万米， 为实现该枢纽11月下闸蓄水目标奠定重要基础。 作为国务院确定的172项节水供水重大水利工程之一，东庄水利枢纽工程意义重大。它不仅是世界多泥 沙河段在建的第一高混凝土双曲拱坝项目，更是黄河、渭 ...

会上，四川熊喵大师科技有限公司（以下简称"熊喵大师"）提出"智慧厨房全链条解决方案"，利用AI数 字菜谱和智能炒菜机器人，主控烹饪环节，解决中餐出菜不易标准化、菜品品质差异大的难点。此举可 为餐厅经营提供数据支撑，提升经营效率，试点门店出餐效率可提升40%以上，人力成本降低40%。 万亿中餐市场面临洗牌 2024年，餐饮行业有所回暖。 7月10日，成都餐饮行业科技智能发展创新研讨会召开，餐饮连锁品牌、供应链头部企业、行业数据分 析专家、烹饪技术传承顾问等行业人士参会。 当前，餐饮行业面临着高房租、高能耗、高人工成本等"三高"问题，智能化、数字化转型已经是餐饮行 业绕不开的趋势。 从门店表现来看，中式正餐的经营数据也在过去5年中发生着巨大变化。由雀巢专业餐饮、世界中餐业 联合会、欧睿国际联合制作的《2025中国中式餐饮白皮书（精华版）》报告详细分析了其中要点：2020 年到2024年间，中式正餐的门店数从124.8万家增至139.5万家，年复合增长率2.8%；受消费者消费习惯 变化影响，客单价逐年下降，客单价从56.4元跌至53.5元，年复合增长率-1.3%；店均出品数量从120— 150下降至70—90，降幅 ...

Investment Rating - The report gives a "Strong Buy" investment rating for the company [1][9]. Core Insights - The industrial sewing machine industry exhibits significant cyclicality, with Jack's performance surpassing the industry in each upcycle, establishing itself as a global leader. The company is expected to continue increasing its market share through superior product capabilities and is actively promoting automation and unmanned transformation, indicating substantial growth potential [1][6][9]. Summary by Sections Industrial Sewing Machine Industry: Cyclical Fluctuations and Demand Divergence - The industrial sewing machine industry in China has experienced two phases: a growth phase from 1999 to 2007 and a cyclical phase from 2008 to present. The current cycle began to recover in Q3 2023, with production expected to reach 6.85 million units in 2024, a year-on-year increase of 22.32% [6][14]. - Domestic demand is anticipated to face pressure in 2025, while overseas markets are expected to remain supported by inventory replenishment and supply chain restructuring [6][24]. Jack's Competitive Positioning - Jack is the global leader in the industrial sewing machine market, with a market share exceeding 30%. The company has successfully implemented a "fast response king" and "over梗 king" product strategy, focusing on high-demand products to enhance efficiency and profitability [6][32][52]. - The average selling price of Jack's industrial sewing machines is projected to rise from 2,195.6 yuan/unit in 2021 to 2,481.7 yuan/unit in 2024, contributing to an increase in gross margin from 23% to 31.28% during the same period [6][38]. Future Trends and Innovations - Jack is at the forefront of the trend towards automation and unmanned production in the sewing industry, addressing labor shortages and enhancing digital transformation. The company has launched a digital integrated solution and is exploring unmanned solutions to facilitate machine replacement for human labor [7][55][60]. - The introduction of high-end AI sewing machines and robotic systems is expected to further solidify Jack's competitive edge and open new growth avenues [7][61]. Financial Data and Valuation - Projected total revenue for Jack is expected to reach 71.64 billion yuan in 2025, with a year-on-year growth of 18%. The net profit attributable to shareholders is forecasted to be 9.73 billion yuan, reflecting a 20% increase [8][9]. - The company's PE ratio is projected to decrease from 30.9 in 2023 to 17.1 in 2025, indicating an attractive valuation as the company continues to grow [8][9].

21世纪经济报道 见习记者何煦阳 广州报道 7月以来，奇瑞汽车接连启动两项关键整合。 近日，有媒体报道奇瑞汽车宣布进行品牌整合，成立奇瑞品牌国内业务事业群，下设星途、艾虎、风 云、QQ四大事业部，奇瑞汽车执行副总裁李学用任事业群总经理，iCAR、智界和捷途则保持独立运 营。奇瑞官方回应，此次调整为内部机构调整，不涉及品牌定位。调整的主要目的是为了实现战略聚 焦、资源整合、强化协同、品牌向上。 月初，则有消息表示，奇瑞智能化中心完成人事调整，由奇瑞汽车副总经理兼雄狮科技CEO邬学斌担任 一号位，负责奇瑞智能化业务整体方向上的把关；二号位人物谢保军负责实际运营。目前，奇瑞官方对 此尚未回应。 此次整合以技术路径与市场定位为轴重新划分：星途、风云、艾虎三大事业部涵盖"纯电+混动+燃 油"全技术路径对星途、风云、艾虎三个事业部进行管理；QQ事业部专攻A0/A00级下沉市场，与比亚 迪、吉利在小车领域直接竞争；独立运营的三大品牌定位清晰：捷途聚焦家庭旅行和户外越野，iCAR 瞄准热衷科技和崇尚自由的Z世代客户，智界服务追求智能化、高性能与创新性的用户群体，这与奇瑞 港股IPO 申请书中的品牌画像高度契合。 整合后，星纪 ...

Core Viewpoint - Changan Automobile has achieved impressive sales performance in the first half of the year, with a total of 1.355 million vehicles sold, marking an eight-year high, showcasing its strong capabilities as a state-owned enterprise and the effectiveness of its "three-pronged" strategy in new energy, intelligence, and globalization [1][4]. Sales Performance - In the first half of the year, Changan's sales in the new energy sector reached 450,000 units, a year-on-year increase of 48.8%, reflecting consumer recognition of its new energy products and the success of its "Shangri-La" plan [4]. - The Changan Yuyuan brand sold 38,771 units in June, with the Yuyuan Q07 model becoming the best-selling new energy medium SUV under 250,000 yuan, with over 20,000 units delivered since its launch [4][6]. - Deep Blue Automobile achieved a total delivery of 29,893 units in June, a year-on-year increase of 79%, and has delivered over 500,000 units globally [6]. - Avita delivered 10,153 new vehicles in June, a year-on-year increase of 117%, maintaining monthly sales above 10,000 units for four consecutive months [6]. Fuel Vehicle Stability and Global Expansion - Changan's fuel vehicle sales reached 471,308 units in the first half of the year, with the CS75 series selling 116,839 units, a year-on-year increase of 12.1% [7]. - The company has accelerated its global expansion, with nine overseas assembly plants operational and plans for 20 more in countries like Brazil and Indonesia, aiming for 1.2 million units in overseas sales by 2030 [7][8]. Intelligent Transformation - Changan's "Beidou Tianshu 2.0" plan, launched in February, focuses on four major intelligent upgrades, integrating AI technology into its vehicles [9][10]. - The company has developed the SDA platform, which supports advanced driving features and has achieved significant breakthroughs in intelligent driving and cockpit technology [10]. - Changan plans to invest over 200 billion yuan in the next five years for AI model development and aims to create "evolving intelligent automotive robots" [12].

广东宝莱特医用科技股份有限公司投资者关系活动记录表 编号：20250701 | |  特定对象调研分析师会议 | | | --- | --- | --- | | 投资者关系活 | 媒体采访业绩说明会 | | | 动类别 | 新闻发布会路演活动 | | | |  现场参观 | | | | 其他 | | | 时间 | 2025 年 月 8 日 | 7 | | 地点 | 宝莱特公司会议室 | | | 参与单位名称 | 新财富杂志社邱海波 | | | | 杨杰 聚隆投资 | | | | 国海证券 谢豪辉 | | | | 第一传媒（横琴）黄春森 | | | | Alveria Capital Brockwell Sim | | | | 广东锋华建设有限公司糜琼 | | | | 广东雄起文化有限公司杨毅 | | | 上市公司接待 | 董事会秘书兼副总裁 杨永兴 | | | 人员姓名 | 营销系统总经理兼肾病医疗销售总监 燕兆 | | | | 品牌中心主管 庄依晨 | | | | 证券事务代表 李韵妮 | | | | 证券事务专员 钟欣昊 | | | 投资者关系活 | 公司介绍环节： | | | 动主要内容 ...