关注 「电动车公社」 和我们一起重新思考汽车 《今日新闻》将会每天给大家带来几条当日重磅新闻，并附上社长的简单评论。关注「电动车公社」，新 能源圈大事小事 看我们就够啦～ 今日新闻要点： 特斯拉Model 3长续航后驱版上市 售价26.95万元 8 月 12 日 ， 特斯拉Model 3长续航后驱版上市，售价26.95万元。新车搭载78.4kWh电池包，CLTC纯 电续航830km，电机最大功率225kW，零百加速时间5.2秒。 1 、 2 、 方程豹钛 7 将首发搭载比亚迪全栈自研平板 8 月 12 日，方程豹汽车官宣，钛 7 将首发首搭比亚迪全栈自研平板，能实现车机互联、多屏畅联等多元 模式，满足多种场景。 当下国内新能源车圈，车企在自家车内搭载自研平板，已经不是件新鲜事了。领克 07 EM-P 上首发搭载 了领克首款平板 Co Pad ，很多车型的座椅后方也有磁吸口可以放置平板。正在重塑"第三生活空间"的智 特斯拉 Model 3 长续航后驱版上市，售价 26.95 万元； 方程豹钛 7 将首发搭载比亚迪全栈自研平板； 此外， Model 3 高性能全轮驱动版也进行了升级， CLTC 下纯电续航由原来的 ...

Sales Performance - In June, the total passenger car sales reached 2.14 million units, a year-on-year increase of 20.6% and a month-on-month increase of 14.7% [4] - The new energy vehicle (NEV) market sales were approximately 1.11 million units, with a year-on-year increase of 33.3% and a month-on-month increase of 15.0%, leading the overall market growth [4] - NEVs accounted for 51.9% of total passenger car sales in June, an increase of 0.2% from the previous month and up 4.9% from the same period last year [4] New Energy Market Overview - In June, pure electric vehicle sales were about 676,000 units, up 42.1% year-on-year and 16.8% month-on-month; plug-in hybrid sales were approximately 434,000 units, up 21.6% year-on-year and 12.4% month-on-month [9] - Cumulatively, NEV sales reached 5.274 million units by 2025, with a year-on-year increase of 30.9% [9] Top Cities for NEV Sales - The top 10 cities accounted for 25.9% of total sales, with the top three cities being Beijing, Guangzhou, and Chengdu; Tianjin replaced Hangzhou in the top ten [10] - In the top 10 cities, except for Tianjin and Xi'an, the penetration rate of NEVs exceeded 50%, with Shenzhen (64.0%), Wuhan (63.8%), and Xi'an (62.0%) leading [10] Pure Electric Market Analysis - The top three segments in the pure electric market in June were A0 class (18.1%), A-SUV (16.3%), and B-SUV (15.5%); the B-SUV market share increased significantly due to the growth in Model Y deliveries [15] - The share of personal users in the pure electric market was 86.2%, a year-on-year increase of 52.2%, while the share of unit users decreased by 41.1% [16] Industry Dynamics - Key industry events in June included the collaboration between XPeng and Huawei on an AR-HUD system, GAC Toyota's push for self-research, and Geely's launch of AI-powered intelligent systems [19][21][23] - Significant technological advancements were reported, including the introduction of a new AI-powered hybrid system by Geely and a novel safety belt technology by Volvo [27] Policy Developments - The Ministry of Industry and Information Technology issued a plan to advance green and low-carbon standardization in industrial and information sectors, focusing on product carbon footprint, resource utilization, and energy-saving standards [29][31]

在这场智能化升级的关键竞赛中，中国科技公司正通过自主创新重新定义全球汽车电子格局。诚迈科技 （300598）(300598.SZ)子公司智达诚远此前推出的鸿志智能汽车操作系统，正是这股浪潮中的代表性 解决方案之一。该系统为"软件定义汽车"时代提供了基于开源鸿蒙的国产化路径，旨在助力车企在激烈 的竞争中构建差异化优势，其设计理念与技术实现正引发行业关注。 鸿志智能汽车操作系统核心在于对OpenHarmony5.0进行的深度定制与创新融合。它不仅继承了开源鸿 蒙强大的分布式架构基因，更结合了智达诚远在汽车电子领域的深厚积累，展现出卓越的高效移植能 力。据悉，该系统用于智能座舱域，能够快速适配欧冶龙泉560、RK3588等主流国产芯片平台，为行业 提供了从底层芯片到操作系统完全自主可控、兼具高性能与高安全性的全国产化解决方案。 此外，面向当前炙手可热的座舱AI交互升级趋势，智达诚远基于高通8775、8797芯片打造的新一代座 舱AI智能体方案，正成为其重要的技术支撑点。该方案集成了最先进的端侧大模型，无需依赖云端即 可实现复杂语义的精准理解；通过本地向量数据库(Faiss+SQLite3)实现用户请求的瞬时响应；结 ...

德赛西威(002920)8月11日晚间披露半年报，上半年净利润同比增长近46%，客户回款增加，境外收入增 速高于境内收入，整体经营活动现金流净额同比增长1.66倍。 具体来看，上半年公司实现营业收入146.44亿元，同比增长25.25%；归属于上市公司股东的净利润 12.23亿元，同比增长45.82%。另外，由于销售规模扩大，客户回款增加，公司经营活动产生的现金流 量净额同比增加1.66倍，达到16亿元。 2025年汽车行业开始"反内卷"，众多车企发布声明，承诺对供应商的支付账期不超过60天。据Wind统 计，德赛西威最新半年报应收账款周转天数为112.97天，相比今年一季度的119.81天，略为改善。 报告期内，公司智能座舱业务销售额达到94.59亿元，同比增长18.76%。公司第四代智能座舱已在理想 汽车、小米汽车、吉利汽车等客户规模化量产，并持续获得广汽乘用车、吉利汽车、广汽埃安等客户新 项目订单。公司推出第四代旗舰级智能座舱域控产品，已在奇瑞汽车配套量产，并持续开拓国内外领先 车企新项目订单；公司第五代智能座舱已获得理想汽车新项目订单，并获得多家全球顶级主机厂关注。 同时，公司信息娱乐系统、显示系统、 ...

Core Viewpoint - Desay SV's net profit increased by nearly 46% year-on-year in the first half of the year, outpacing revenue growth, driven by increased customer payments and strong overseas revenue growth [1][2]. Financial Performance - The company achieved operating revenue of 14.644 billion yuan, a year-on-year increase of 25.25% [1]. - Net profit attributable to shareholders reached 1.223 billion yuan, reflecting a year-on-year growth of 45.82% [1]. - Operating cash flow net amount increased by 166% year-on-year, reaching 1.6 billion yuan [1]. Business Segments - The intelligent driving segment saw a revenue increase of 55% year-on-year, totaling 4.147 billion yuan [2]. - The intelligent cockpit business generated sales of 9.459 billion yuan, with an 18.76% year-on-year growth [2]. - New project orders for intelligent cockpit exceeded an annualized sales amount of 18 billion yuan [1]. Market Dynamics - The global automotive market showed a "rise in the East and a slowdown in the West," with global vehicle sales reaching 46.32 million units, a 5% year-on-year increase [2]. - In China, automotive production and sales both exceeded 15 million units for the first half of the year [2]. International Strategy - The company's overseas sales revenue accounted for approximately 7% of total revenue, a year-on-year increase of nearly 37% [3]. - New production capacity in Indonesia is expected to contribute starting in May 2025, enhancing supply chain capabilities in Southeast Asia [3]. - A new plant in Monterrey, Mexico, is set to provide localized services for the Americas, with a smart factory in Spain expected to start production in 2026 [3].

Group 1 - The company is focused on the research and manufacturing of high-frequency and high-speed automotive connectors, with main products including Fakra, HFM, HSD, and H-MTD connectors [2] - These connectors are primarily used in intelligent driving systems, smart cockpit systems, and in-car infotainment systems [2] - Key downstream customers include Chery, Changan, SAIC, Audi, and Xiaopeng [2] Group 2 - The company aims to overcome certification barriers, product technology barriers, and management barriers for domestic new energy vehicle customers [2] - There is a strategy to introduce a new business team to accelerate the integration of channel resources and sales networks [2] - The company is committed to providing more efficient and reliable products and services [2]

每经AI快讯，有投资者在投资者互动平台提问：公司公众号发布的SerDes 产品，主要用于哪些领域， 市场空间如何，目前公司的出货和应用情况如何？公司有哪些优势？ （文章来源：每日经济新闻） 麦捷科技（300319.SZ）8月11日在投资者互动平台表示，SerDes可支持多种协议数据传输，主要用于大 通量、低延时的数据传输场景，广泛应用于电信、消费电子、数据中心和云计算等领域，近年来随着新 能源汽车智能驾驶及智能座舱产业地快速发展，该技术已被逐步引入车端。公司目前主要配套SerDes周 边的电感器件，以服务车载领域客户为主。 ...

Core Insights - Geely Galaxy A7 has officially launched with seven variants, priced between 81,800 to 117,800 yuan, targeting the mid-range new energy vehicle market [1][4] - The vehicle is built on the GEA global intelligent new energy architecture, featuring advanced technologies such as the Thor AI hybrid 2.0 and a comprehensive range of over 2100 km [1][2] Performance and Efficiency - The Galaxy A7 boasts a fuel consumption of 2.67L per 100 km under CLTC conditions, utilizing a hybrid engine with a thermal efficiency of 47.26% [1][3] - It supports a maximum charging power of 37 kW, allowing for a 30% to 80% charge in just 18 minutes [1] Space and Comfort - With a wheelbase of 2845 mm and a total length of 4918 mm, the Galaxy A7 offers the largest interior space in its class, including a rear legroom of 950 mm [2] - The vehicle features unique luxury configurations such as a 10-layer cotton candy SPA seat and a 14-point SPA-level massage system [2] Safety Features - The GEA architecture includes a unique design for oil, electricity, and smoke separation, enhancing the vehicle's safety [3] - The Galaxy A7 is equipped with a comprehensive battery safety system and a high-strength "cage" body structure for maximum passenger protection [3] Intelligent Technology - The Galaxy A7 introduces the new Galaxy Flyme Auto intelligent cockpit, featuring a computing power of 23.5 EFLOPS and advanced navigation capabilities [3] - It includes the Qianli Haohan H3 assisted driving solution, with multiple sensors and high-capacity chips for superior driving assistance features [3] Market Positioning - The Galaxy A7 aims to compete directly with BYD in the mid-range new energy sedan market, leveraging its larger size and lower fuel consumption to challenge BYD's dominance [4]

Core Viewpoint - Qianli Technology (601777.SH) has formed a strategic collaboration with Jieyue Xingchen in the smart cockpit sector, focusing on the development of next-generation smart cockpit products utilizing AI capabilities [1] Group 1: Strategic Collaboration - The partnership aims to leverage multi-modal large models and end-to-end voice large models to enhance product offerings [1] - The collaboration will include the development of a large model native operating system, referred to as Agent OS, and AI smart assistants [1] Group 2: Product Development Focus - The goal is to create industry-leading Natural UI products for natural interaction [1]

珠城科技（301280.SZ）8月7日在投资者互动平台表示，公司下属参股公司德维嘉专注于汽车高频高速 连接器的研发与制造，主营产品包括Fakra、HFM、HSD、H-MTD四类高频高速连接器，主要应用于智 能驾驶系统、智能座舱系统、车载信息娱乐系统等。下游客户包括奇瑞、长安、上汽、大众奥迪、小鹏 等。 （文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：贵公司是否生产高频高速连接器？ ...