新京报贝壳财经讯(记者王琳琳)9月25日，长安第四代CS55PLUS正式上市，官方指导价为9.29万 元-10.99万元。长安汽车（000625）执行副总裁杨大勇表示，长安第四代CS55PLUS不是为了打败谁， 而是致力于成为细分市场新的供给，用智能座舱和智能辅助驾驶重新定义产品的价值。他表示真正的竞 争力不在于刻意比较，而在于能否提供最适合用户的产品。 长安第四代CS55PLUS的长宽高分别为4550mm、1868mm和1675mm。新车首发搭载长安天枢智能驾驶 辅助系统，全系标配540度高清全景影像，并搭载18项智能预警与制动功能；此外新车AI语音大模型接 入DeepSeek，支持自由对话与百科问答。长安第四代CS55PLUS搭载智慧新蓝鲸发动机。 杨大勇表示，8年以来CS55历经4次换代，始终以用户为中心。他进一步表示，CS55系列已经进入全球 55个国家，在9个国家建立生产基地，全球累计销量突破100万辆。作为长安"海纳百川"和"北斗天枢"计 划下的全球战略车型，CS55系列已经成为长安汽车在海外销量最好覆盖最广的车型。 ...

9月25日，天有为盘中上涨2.04%，截至11:18，报101.13元/股，成交1.10亿元，换手率3.38%，总市值 161.81亿元。 责任编辑：小浪快报 天有为所属申万行业为：汽车-汽车零部件-汽车电子电气系统。所属概念板块包括：长安汽车概念、次 新股、近端次新、中盘、智能座舱等。 截至8月29日，天有为股东户数2.55万，较上期减少7.06%；人均流通股1275股，较上期增加7.60%。 2025年1月-6月，天有为实现营业收入20.29亿元，同比减少0.49%；归母净利润5.26亿元，同比减少 4.50%。 分红方面，天有为A股上市后累计派现3.98亿元。 机构持仓方面，截止2025年6月30日，天有为十大流通股东中，交银阿尔法核心混合A（519712）位居 第三大流通股东，持股17.83万股，为新进股东。 资金流向方面，主力资金净流入114.97万元，特大单买入411.43万元，占比3.75%，卖出1012.67万元， 占比9.24%；大单买入2754.15万元，占比25.13%，卖出2037.94万元，占比18.59%。 天有为今年以来股价跌10.91%，近5个交易日涨1.65%，近20日跌1. ...

Core Viewpoint - The article discusses the evolving consumer preferences in the automotive market, particularly focusing on the rising demand for personalized and high-end electric vehicles among young and female consumers, exemplified by the launch of the AITO Wenjie M9 in a new color, "Silver Purple" [4][8][27]. Market Trends - By 2025, the number of female car owners in the new energy vehicle market is expected to increase significantly, especially among those aged under 30 and over 51 [4]. - The exterior modification market is projected to reach 60 billion yuan by 2025, indicating a growing interest in vehicle aesthetics [5]. Consumer Preferences - There is a notable shift in consumer preferences towards vibrant colors like purple and red, particularly among women who have the financial means to personalize their vehicles [11][16]. - The demand for high-end features such as intelligent driving and safety technologies is crucial for consumers when selecting luxury vehicles [16][18]. Product Features - The AITO Wenjie M9 offers advanced features such as the Huawei Drive ADS 4, which includes remote parking and enhanced safety functionalities [18][23]. - The vehicle also caters to the emotional and entertainment needs of users, integrating features like interactive games and music experiences [20]. Market Position - The AITO Wenjie M9 has established itself as a leader in the high-end electric vehicle segment, with over 240,000 units delivered and a significant market share in the luxury segment [25][27]. - The vehicle's success has disrupted the traditional dominance of German luxury brands in the Chinese market, indicating a shift in consumer loyalty [28]. Brand Loyalty - The AITO Wenjie M9 has achieved high customer satisfaction, evidenced by its leading position in resale value and user recommendation ratings [28][30]. - The brand's ability to meet consumer expectations and adapt to market trends has fostered a positive feedback loop, enhancing its reputation and sales potential [30][31].

Core Viewpoint - The stock of Beijing Jingwei Hengrun Technology Co., Ltd. has shown significant fluctuations, with a year-to-date increase of 44.90% and a recent decline of 5.17% over the past five trading days [1][2]. Company Overview - Beijing Jingwei Hengrun Technology Co., Ltd. was established on September 18, 2003, and went public on April 19, 2022. The company is located in Chaoyang District, Beijing [1]. - The company specializes in providing electronic products, research and development services, and high-level intelligent driving solutions for clients in the automotive, high-end equipment, and unmanned transportation sectors [1]. Financial Performance - For the first half of 2025, Jingwei Hengrun achieved an operating revenue of 2.908 billion yuan, representing a year-on-year growth of 43.48%. However, the net profit attributable to shareholders was a loss of 86.9644 million yuan, although this reflects a year-on-year improvement of 73.91% [2]. - The company's main business revenue composition includes 87.55% from electronic products, 12.21% from research and development services, and minimal contributions from other segments [1]. Stock Market Activity - As of September 24, the stock price was 121.86 yuan per share, with a total market capitalization of 14.618 billion yuan. The trading volume was 1.39 billion yuan, with a turnover rate of 1.29% [1]. - The net inflow of main funds was 2.7861 million yuan, with significant buying and selling activities noted [1]. Shareholder Information - As of June 30, 2025, the number of shareholders was 7,155, a decrease of 2.20% from the previous period. The average circulating shares per person increased by 15.68% to 12,584 shares [2]. - Among the top ten circulating shareholders, Changcheng Jiujia Innovation Growth Mixed A (004666) held 1.8 million shares, a reduction of 200,000 shares compared to the previous period [2].

Core Insights - Mercedes-Benz (China) Investment Co., Ltd. and ByteDance have signed an upgraded strategic cooperation memorandum to promote the integration of artificial intelligence (AI) technology across various business sectors [1][3] - The collaboration aims to enhance AI technology applications in areas such as intelligent assisted driving, smart cockpit, digital marketing, and customer operations [3][5] Group 1: Strategic Collaboration - The partnership is an upgrade following their initial collaboration with Volcano Engine in 2023, with the first Mercedes model featuring the Doubao large model set to launch this fall [3][5] - This collaboration marks ByteDance's significant step into the smart automotive sector [3] Group 2: Technological Integration - Mercedes-Benz established a research and development center in Shanghai in 2022, focusing on accelerating digital R&D [5] - The new electric CLA will feature the self-developed MB.OS architecture, allowing for seamless integration with top technology partners [5] - The smart cockpit AI platform will integrate ByteDance's AI capabilities for rapid application generation, enhancing user experience through a data-driven closed-loop system [5][6] Group 3: R&D Efficiency and Data Management - Mercedes-Benz's R&D team has developed a software development and operations platform, with Volcano Engine assisting in building a big data platform to enhance R&D efficiency [6] - The collaboration will leverage AI capabilities from Feishu to improve digital collaboration in R&D processes [6] Group 4: Digital Marketing and Customer Operations - Mercedes-Benz will work with ByteDance to explore new media marketing channels, utilizing Volcano Engine's strengths in big data and AI for deeper user insights [8] - The partnership will enhance customer operations through advanced cloud communication technology for precise information delivery [8] - The collaboration began in 2023, with the introduction of Volcano Engine into the Mercedes smart cockpit system [8] Group 5: R&D Network and Growth - Over 20 years in China, Mercedes-Benz has built a comprehensive R&D network outside Germany, with increasing investments leading to a "dual-engine" innovation strategy in Beijing and Shanghai [8] - The digital R&D team in China is the fastest-growing globally, responsible for various global projects, including new entertainment systems and intelligent parking features [8]

Core Viewpoint - Huanxu Electronics has shown a significant increase in stock price and trading volume, indicating positive market sentiment and potential growth opportunities in the electronic components sector [1][2]. Company Overview - Huanxu Electronics, established on January 2, 2003, and listed on February 20, 2012, is located in Shanghai and specializes in providing development, procurement, manufacturing, logistics, and maintenance services for various electronic products [1]. - The company's main business segments include communication products (32.58%), consumer electronics (30.80%), industrial products (13.57%), cloud and storage products (10.76%), automotive electronics (9.86%), and others [1]. Financial Performance - For the first half of 2025, Huanxu Electronics reported a revenue of 27.214 billion yuan, a year-on-year decrease of 0.63%, and a net profit attributable to shareholders of 638 million yuan, down 18.66% year-on-year [2]. - The company has distributed a total of 5.933 billion yuan in dividends since its A-share listing, with 2.033 billion yuan distributed in the last three years [3]. Shareholder Information - As of June 30, 2025, the number of shareholders decreased by 6.18% to 53,400, while the average circulating shares per person increased by 6.59% to 41,120 shares [2]. - The second-largest circulating shareholder is Hong Kong Central Clearing Limited, holding 44.321 million shares, a decrease of 18.607 million shares from the previous period [3].

每经AI快讯，有投资者在投资者互动平台提问：你好董秘，咱们公司的智能座舱领域的产品目前的市 有市场占有率如何？然后目前主要供应哪些车企？ （记者 胡玲） 路畅科技（002813.SZ）9月24日在投资者互动平台表示，智能座舱领域的产品正在起步阶段，主要供应 国内外部分品牌车厂。 ...

日前，阿维塔战略2.0正式发布，定义为"智美都市豪华SUV"的阿维塔07 2026款同步上市。新车共推出纯电、增程两种动力共六款车型，官方售价从21.99万 元-27.99万元，限时权益后最低20.99万-26.99万元。 阿维塔与华为的战略合作将进一步深化。未来，阿维塔与华为将从团队协作、合作上市、联合智造、共建生态等维度，打造"新战略、新体系、新智造"。值 得一提的是，截至目前，阿维塔向华为员工累计交付新车已超3000辆。 阿维塔07 2026款新增四门电吸门、流媒体电子内后视镜两项全系标配配置，以及全新外观配色-晴蓝、全新内饰配色-岩棕，搭载前排双零重力座椅、英国之 宝音响系统、35.4英寸4K全景远端屏等众多豪华配置，并支持升级智能车载冰箱、超清电子外后视镜、HALO交互屏，兼顾实用性与仪式感。 新车全系标配华为乾崑ADS 4辅助驾驶系统，升级了4D毫米波雷达，并新增辅助驾驶小蓝灯，行车、泊车体验全面提升，为用户带来全场景贯通的辅助驾驶 体验。座舱方面，阿维塔07 2026款搭载华为鸿蒙座舱Harmony Space 5，打造出沉浸式交互体验。 2027年，阿维塔制订了全球销量40万辆、年收入达千亿的 ...

Core Viewpoint - Chery Automobile has announced its subscription results, with concerns about potential listing price drops due to easy subscription rates, reflecting recent trends in the market for new stocks [1] Group 1: IPO Information - Company Name: Botai Carlink (02889.HK) [3] - Industry: Automotive [3] - Subscription Period: September 22 to September 25 [3] - Total Shares Issued: 10.4369 million shares, with 10% for public sale and 90% for international placement [3] - Offering Price: 102.23 HKD per share [3] - Market Capitalization: 15.334 billion HKD [3] - Minimum Subscription Amount: 2065 HKD [3] - Listing Date: September 30 [3] - Cornerstone Investors: 3 cornerstone investors subscribed for 43.7% of the offering [3] Group 2: Company Overview - Botai Carlink, established in 2009 and headquartered in Shanghai, specializes in automotive intelligent cockpit solutions, providing customized integrated solutions [3][4] - By 2024, Botai Carlink is the third-largest supplier of intelligent cockpit domain controllers in China, holding a market share of 7.3% [3] Group 3: Financial Performance - Revenue growth from 1.218 billion RMB in 2022 to 2.557 billion RMB in 2024, with a compound annual growth rate (CAGR) of 44.9% [5][6] - For the first five months of 2025, revenue reached 754 million RMB, a year-on-year increase of 34.4% [6] - Cumulative losses from 2022 to 2024 approached 1.5 billion RMB, primarily due to high R&D investments and strategic expansion [6] Group 4: Product and Market Position - The core business includes intelligent cockpit solutions and connected services, with intelligent cockpit solutions accounting for 94.8% of total revenue in 2024 [7] - Domain controllers are the main product, with revenue increasing from 674 million RMB in 2022 to 1.959 billion RMB in 2024, achieving a CAGR of 70.5% [8] - The intelligent cockpit market in China is rapidly growing, projected to reach 129 billion RMB in 2024 and 299.5 billion RMB by 2029, with a CAGR of 18.4% [9] Group 5: Competitive Landscape - The market concentration is increasing, with the top three suppliers holding approximately 40% of the market share, benefiting Botai Carlink in expanding its market share and reducing costs [9] - Compared to peers, Botai Carlink's valuation appears high, with a market cap of 15.3 billion HKD and a price-to-sales ratio of 5, while competitors have lower valuations [9][10]

Group 1 - The core viewpoint of the news is that Botai Carlink is launching its IPO in Hong Kong, aiming to become the "first stock of smart cockpits" with significant backing from cornerstone investors [1] - Botai Carlink plans to issue 10.4369 million H-shares at a price of 102.23 HKD per share, with the IPO expected to conclude on September 25 and the listing on September 30 [1] - The company has attracted major cornerstone investors, including Horizon Together Holding Ltd., Huangshan SP, and Smart Ventures Limited, collectively subscribing for 466 million HKD, accounting for over 40% of the offering size [1] Group 2 - Botai Carlink is a leading supplier of smart cockpit solutions in China and one of the earliest developers in this field, offering integrated solutions that combine software, hardware, and cloud services [2] - The company has provided services for over 200 models across more than 50 automotive brands, including major Chinese OEMs like BYD and Geely, as well as international OEMs like Audi [2] - According to Zhaoshang Consulting, Botai Carlink ranks first among Chinese suppliers of smart cockpit solutions based on the number of high-end solutions equipped with Qualcomm Snapdragon 8295 chips as of December 31, 2024 [2] Group 3 - Botai Carlink has established a deep collaboration with Huawei, being a founding member of the Open Source Harmony Working Committee and obtaining patent cross-licensing with Huawei [3] - The company reported revenues of 1.22 billion CNY, 1.49 billion CNY, and 2.56 billion CNY for the years 2022 to 2024, with a compound annual growth rate of 44.9%, while still facing net losses [3] - In the first five months of 2025, the company achieved revenue of 750 million CNY, a year-on-year increase of 34.6%, with a net loss of 220 million CNY, a decrease of 10.1% year-on-year [3]