在极豆科技的实践中，自研"沧海大模型"正将这一愿景变为现实。它实时融合处理来自摄像头、麦克风、生物传感器的多模态数据流，情感引擎解析情绪细 微变化，场景引擎预测潜在需求。"我们不再满足于让座舱'听懂指令'，而是要让其'理解人心'，"极豆科技CEO汪奕菲解释道，"当系统感知到驾驶疲劳时， 它会联动灯光、音响、空调、导航系统，主动调亮氛围色调、空调香氛开启、播放提神旋律、建议最近休息区，提供一套有温度的关怀方案，而非机械的功 能响应。" ThinkPad助力极豆科技， 以自研AI大模型重新定义人车关系。 过去十年，汽车座舱虽从物理按键进化到触摸屏，交互逻辑却陷入"指令迷宫"，功能割裂，数据孤立，体验拼凑。更深层的是，系统缺乏对人的场景化理 解：能执行"调低温度"的命令，却读不懂阳光透过车窗的真实体感。 变革始于认知重构。当座舱从"功能容器"转向"数字神经网络"，技术全面升级驱动着质的跨越：多模态感知让座舱能"看见"表情、"听见"情绪；情感计算捕 捉状态变化；场景引擎理解出行情境；而大模型，最终赋予系统理解复杂意图的认知能力。 从车迷到产业破局者 汪奕菲的办公桌上，至今还保留着2014年创业初期使用的那台Think ...

证券日报网讯12月30日，蓝思科技（300433）在互动平台回答投资者提问时表示，公司与北美大客户已 有10年深度合作，是其一级核心供应商。公司凭借全面的材料技术、完整的技术路线及从模组到整机的 ODM能力，深度参与大客户智能座舱、人形机器人、商业航天等多项核心业务。在商业航天方面，公 司已批量出货卫星地面接收器外观件、结构件模组。凭借全球领先的超薄玻璃后道加工技术，已自主研 发厚度小于1mm的超薄光伏玻璃模组、大尺寸UTG柔性玻璃等，配合超高难度的多重镀膜工艺，可满 足抗原子氧剥蚀、抗辐射和热控制等太空光伏技术需求，目前已与相关客户对接合作开发中。 ...

南方财经12月30日电，蓝思科技在互动平台表示，公司与北美大客户已有10年深度合作，是其一级核心 供应商。公司凭借全面的材料技术、完整的技术路线及从模组到整机的ODM能力，深度参与大客户智 能座舱、人形机器人、商业航天等多项核心业务。在商业航天方面，公司已批量出货卫星地面接收器外 观件、结构件模组。凭借全球领先的超薄玻璃后道加工技术，已自主研发厚度小于1mm的超薄光伏玻 璃模组、大尺寸UTG柔性玻璃等，配合超高难度的多重镀膜工艺，可满足抗原子氧剥蚀、抗辐射和热 控制等太空光伏技术需求，目前已与相关客户对接合作开发中。 ...

Group 1 - The core viewpoint of the news is that Aobo Zhiguang's stock has shown significant performance, with a year-to-date increase of 90.99% and a recent rise of 9.37% over the last five trading days [1] - As of December 30, Aobo Zhiguang's stock price is 88.81 yuan per share, with a total market capitalization of 35.626 billion yuan [1] - The company has experienced a net outflow of 7.635 million yuan in principal funds, with large orders showing a buy of 84.4442 million yuan and a sell of 89.5330 million yuan [1] Group 2 - Aobo Zhiguang, established on January 18, 2013, and listed on July 7, 2022, specializes in the design, research, development, production, and sales of 3D visual perception products [2] - The company's revenue composition includes 61.83% from consumer-grade application devices, 31.35% from 3D visual sensors, and 2.60% from industrial-grade application devices [2] - As of September 30, 2025, Aobo Zhiguang reported a revenue of 714 million yuan, a year-on-year increase of 103.50%, and a net profit of 108 million yuan, a year-on-year increase of 279.12% [2] Group 3 - As of September 30, 2025, the top ten circulating shareholders of Aobo Zhiguang include new entrants such as Hong Kong Central Clearing Limited and E Fund National Robot Industry ETF, with significant holdings [3] - The number of shareholders has increased by 45.86% to 29,200, while the average circulating shares per person decreased by 22.41% to 9,998 shares [2]

Group 1 - The core viewpoint of the news is that Junsheng Electronics has shown significant stock performance and financial growth in 2023, with a notable increase in share price and market capitalization [1][3]. - As of December 30, Junsheng Electronics' stock price increased by 2.05% to 30.34 CNY per share, with a total market capitalization of 47.05 billion CNY [1]. - The company has experienced a year-to-date stock price increase of 96.83%, with a recent 3.94% rise over the last five trading days [1]. Group 2 - Junsheng Electronics, established on August 7, 1992, and listed on December 6, 1993, specializes in providing smart automotive technology solutions, operating in five business segments [2]. - The main revenue sources for Junsheng Electronics are automotive safety systems (62.53%), automotive electronic systems (27.53%), and other segments [2]. - As of September 30, the company reported a revenue of 45.84 billion CNY for the first nine months of 2025, reflecting a year-on-year growth of 11.45% [3]. Group 3 - The company has distributed a total of 1.53 billion CNY in dividends since its A-share listing, with 862 million CNY distributed over the past three years [4]. - As of September 30, 2025, the number of shareholders increased by 38.21% to 126,500, while the average circulating shares per person decreased by 28.33% [3][4]. - Major shareholders include Hong Kong Central Clearing Limited, which increased its holdings by 26.29 million shares, and Southern CSI 500 ETF, which reduced its holdings by 307,400 shares [4].

12月22日，"BOE Tech Day走进理想汽车"活动在理想汽车北京研发总部成功举办。京东方科技集团高级副总裁、京东方精电董事会主席兼CEO苏宁先 生，理想汽车副总裁、供应链负责人孟庆鹏先生等双方核心高管团队出席活动并举行高层会谈，共探智能座舱技术创新与生态应用的未来路径。现场京东 方精电还带来了一系列极具未来感的智能座舱前沿科技，此次活动不仅为尖端技术打造了集中展示的舞台，更成为京东方精电与理想汽车基于深度互信与 共同愿景的重要桥梁。 极致画质，引领视觉升级 全球首发的画质增强技术内置领先图像算法，使得画面的全局细节极大增强，边界轮廓更清晰、暗场细节更丰富、纹理清晰、画面层次感更丰富，让每一 帧画面都栩栩如生；同时画面色彩饱和度高，场景艳丽生动，带来极致的视觉享受，可广泛应用于车载中控、副驾及后排娱乐显示。全新一代UB Cell超 高画质车载显示相较普通TFT显示产品视觉效果实现极大飞跃，以高对比度、极致黑态、广色域和超低反射率，树立座舱画质新标杆。 高端技术，重塑性能标杆 车规级双15.05英寸OLED双联屏拥有1000000:1超高对比度，带来震撼的视觉享受；行业领先的一体贴合工艺打造极致轻薄屏身， ...

证券日报网讯 12月29日，富维股份（600742）在互动平台回答投资者提问时表示，公司聚焦于机器 人、无人驾驶、低空经济和智能座舱相关领域，深度挖掘行业通用性技术和应用，做强做好服务和产 品。另外公司还有车载娱乐系统的域控制器、机械视觉摄像头类产品等。 ...

Core Insights - The article discusses the significant advancements in AI models within the automotive industry, particularly focusing on the launch of the lightweight version of the domestic AI model DeepSeek in early 2025, which has rapidly gained traction in both domestic and international markets [3] - The automotive sector is entering a new era of large-scale AI model integration, with major manufacturers like Mercedes-Benz, BYD, NIO, and SAIC accelerating their adoption of AI models since February 2025 [3] - The focus has shifted from initial testing to deeper integration of AI models into vehicle functionalities, particularly in smart cockpit experiences [3][4] AI Model Integration in Automotive - By 2025, the consensus in the industry has shifted towards the deep integration of AI models into cockpit functionalities, moving beyond basic search capabilities to more complex applications [3] - The 2026 Xuanyuan Award evaluation emphasized the importance of AI models in enhancing user experience, with a focus on generative UI, proactive perception, and multimodal interaction [4] - The evaluation revealed that while some manufacturers have made significant strides, many still lag behind in delivering substantial improvements in AI capabilities compared to the previous year [4][5] Challenges in AI Model Implementation - The distribution of computing power and performance constraints pose significant challenges, as many manufacturers allocate substantial resources to autonomous driving, limiting the available computing power for cockpit AI applications [5] - The complexity of testing AI models complicates the assessment of their effectiveness, as it is often difficult to determine whether the intelligence displayed is genuinely derived from AI models [5][42] - The industry is currently focused on enhancing the user experience through AI, but many manufacturers have yet to fully realize the potential of AI in cockpit interactions [5][42] Future Directions for AI in Cockpits - The article suggests that AI will become a native capability of operating systems in vehicles, with a shift towards integrating AI deeply into the OS architecture [6][46] - Future developments will include offline voice AI, edge-based visual language models, and memory capabilities, which are essential for creating a seamless user experience [6][46] - The evolution of AI models will also involve enhancing their analytical and planning capabilities, allowing them to serve as scene engines that can automatically orchestrate interactions and provide optimal solutions [6][47] Trends in Smart Cockpit Design - The evaluation of smart cockpit experiences highlighted several key trends, including platformization, 3D HMI exploration, and spatial interaction design [9][10][23] - Manufacturers are increasingly focusing on optimizing rear seat space and enhancing user interaction through innovative designs, such as movable screens and gesture controls [30][34] - The integration of sound zones and cross-screen interactions is becoming a priority, allowing for a more personalized and immersive user experience [30][31][33] Notable Case Studies - The article presents several innovative case studies, such as NIO's Firefly cockpit, which features unique gesture controls and personalized desktop card generation [48][49] - The use of AI-generated content, such as children's storybooks and interactive features, showcases the potential for AI to enhance user engagement in vehicles [48][57] - The development of dynamic control interfaces that adapt to different applications demonstrates the flexibility and potential of smart cockpit technologies [54]

内容概要：智能座舱解决方案是指针对配备智能车内产品和系统的汽车座舱的综合解决方案。智能座舱 作为汽车智能化的交互中枢与体验终端，不仅承载着L3级以上自动驾驶时代人车关系重构的历史使 命，更成为车企构建差异化竞争优势的战略要地。随着居民收入水平提高，消费结构从生存型逐渐向发 展型、享受型过渡，人们对乘车体验要求不断提高以及消费电子产品应用场景的逐步迁移，智能座舱将 迎来加速普及，中国成为全球最大的智能座舱解决方案市场之一。2025年，中国智能座舱解决方案市场 规模将增长至1544亿元，其中，智能座舱软件解决方案规模约498亿元，约占32.25%；智能座舱硬件解 决方案规模约1046亿元，约占67.75%。预计2026年中国智能座舱解决方案市场规模将达到1828亿元， 其中，智能座舱软件解决方案规模约605亿元，约占33.10%；智能座舱硬件解决方案规模约1223亿元， 约占66.90%。 上市企业：均胜电子[600699]、博泰车联网[02889.HK]、佑驾创新[02431]、光庭信息[301221] 相关企业：南京四维智联科技有限公司、、湖北亿咖通科技有限公司、深圳佑驾创新科技有限公司 一、智能座舱解决方案 ...

Core Insights - The high-end MPV market in China has experienced a compound annual growth rate of over 10%, significantly outpacing the overall automotive market growth, driven by a collective awakening to the value of mobile space [1] - The Mercedes-Benz V-Class MPV embodies the concept of "luxurious space," which is not merely about size but a precise deconstruction of business travel scenarios, reflecting the importance of both appearance and practical value in Chinese business culture [1][2] - The shift in business culture from "efficiency first" to "effectiveness first" underpins the sustained growth of the luxury MPV market, emphasizing value creation over mere output [4] Market Trends - The Chinese business travel market is undergoing a silent revolution focused on value redefinition rather than speed competition, with sustainability becoming a guiding principle for decision-making and product design [2][6] - The recognition that time is the most scarce resource and space is its container is reshaping the understanding of value in business travel, with the V-Class MPV providing a conducive environment for deep work [4] - The transition towards a green growth paradigm is being established, with carbon emissions becoming a critical indicator of corporate health, as seen in Mercedes-Benz's carbon neutrality practices in China [6][9] Innovation and Localization - Mercedes-Benz's localization of R&D in China signifies a shift from "market for technology" to "market creating technology," with Chinese teams leading global projects [5][11] - The collaboration with local partners, such as Tsinghua University for a localized recycling system, highlights the integration of international experience with Chinese conditions to form sustainable business models [7] - The establishment of a complete network from R&D to digital services in China allows for rapid iteration of new electric and intelligent technologies tailored to local user needs [13][14] Future Outlook - The future of the business travel market in China will see a continued elevation of spatial value, with mobile spaces evolving into multifunctional environments for work, rest, and social interaction [16] - The ongoing green transformation in the automotive industry will redefine competitive logic, with sustainable practices becoming integral to luxury automotive standards [16][18] - The expansion of intelligent boundaries through the commercialization of autonomous driving technology will fundamentally change the relationship between vehicles and users, with Mercedes-Benz's innovations in human-machine interaction setting a benchmark for the industry [16][19]