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车企高层为何陆续拜会任正非?任总关于安全的这句话,震动全行业
Sou Hu Cai Jing· 2025-09-27 07:04
杨青表示,东风汽车正积极推动新能源、智能化跃迁,将与华为持续深化战略协同,共同面对产业变革与市场挑战。 而任正非则强调了一句话:汽车行业的根本是要把车造好,车的最高级别就是安全。 东风汽车董事长杨青赴深圳,与任正非、徐直军等华为高层会谈,双方围绕强化战略互信、深化战略合作、推进企业治理与运营机制创新等议题进行了深入 交流。 在东风后来的说明中,提及两家公司在"行业竞争态势"和"企业机制创新"等方面交换了意见。 这句话确实是直指现在行业问题的根源,汽车不是手机,汽车在路上跑关乎自己和别人的生命安全,由不得从业人员不重视。 安全是大事,不是小事。 华为成功的奥秘说穿了就是其核心价值观,"以客户为中心,以奋斗者为本",华为长期投入研发也是为了能够持续为客户服务。 企业的根本就是产品,磨好豆腐就是把产品打磨好,给客户更好的体验。华为无论通信设备还是手机等产品,其理念都是一脉相承的。 对于汽车而言,现在竞争激烈,各个品牌都在各出奇招,竞争堪称到了白热化的程度。有的拼速度,有的拼颜色,有的拼装修……五花八门,乱七八糟。 这时候任总强调"安全",确实是振聋发聩。毕竟人是坐在车皮里的,道路上不管是自己还是别人,其实都面临风险 ...
东风汽车集团上半年实现营收545.33亿元,毛利率提升至13.9%
Ju Chao Zi Xun· 2025-09-27 04:07
| | | | 明吉年 | | --- | --- | --- | --- | | | 生產量 | 銷售量 | 市佔率" | | | (蔚) | (蔚) | | | 合計 | 826,279 | 823,911 | 5.3% | | 乘用車小計 | 640,629 | 636,276 | 4.7% | | MPV | 47,856 | 47,526 | 8.3% | | SUV | 279.129 | 274,942 | 3.9% | | 基本型 | 313,644 | 313,808 | 5.5% | | 商用車小計 | 185,650 | 187,635 | 8.8% | | 卡車 | 181,619 | 182.777 | 11.2% | | 客車 | 4,031 | 4,858 | 1.8% | 海外市场拓展成果显著,东风汽车集团上半年海外出口9.9万辆,同比增长5.8%。集团深度融入"一带一路"倡议,推动品牌"出海"向"技术出海"转 变。岚图品牌在阿联酋多哈等地盛大发布,深化中东战略布局;猛士917进入瑞士、西班牙等多个市场;纳米系列远销20多个国家和地区,东风品 牌的全球影响力持续提升。 东风汽车 ...
4.5亿元!丘钛科技完成出售印度子公司控股权
Ju Chao Zi Xun· 2025-09-27 01:17
Group 1 - The core point of the news is that Q Tech has completed the sale of 51.08% of its stake in Kunshan Q Tech Microelectronics (India) Private Limited for 5.53 billion Indian Rupees (approximately 450 million RMB) [1][3] - After the transaction, Q Tech retains 48.92% of the stake in the Indian subsidiary, which will no longer be consolidated into the company's financial statements, indicating a strategic adjustment to optimize overseas asset structure and focus on core business operations [3] - In the first half of 2025, Q Tech reported strong performance with revenue of 8.83 billion RMB, exceeding market expectations of 8.44 billion RMB, and a net profit of 308.4 million RMB, driven by market demand recovery and continuous product structure optimization [3] Group 2 - Sales data for August 2025 shows that Q Tech's camera module sales reached 47.08 million units, a month-on-month increase of 18.4% and a year-on-year increase of 44.3%, while fingerprint recognition module sales were 20.59 million units, with a month-on-month increase of 43% and a year-on-year increase of 27.8% [3] - The significant increase in camera module sales is attributed to Q Tech's expanded market share in mobile camera modules and a substantial rise in demand for camera modules used in IoT and smart automotive applications [3] - Market analysis suggests that with the deepening trend of multi-camera smartphones, upgrades in smart automotive vision systems, and the proliferation of IoT devices, Q Tech's comprehensive competitiveness in the optical module field is expected to continue to be released [4]
腾势N8L正式开启预售 31.98万起售
Cai Jing Wang· 2025-09-26 23:02
作者丨彭鑫 编辑丨安安 9月26日,腾势汽车全新大六座安全豪华SUV——腾势N8L正式开启预售,预售价31.98万至34.98万元。 作为与科技安全旗舰SUV腾势N9一脉相承的家庭豪华伙伴,腾势N8L与腾势N9共同构成了腾势品牌独 有的旗舰豪华双子星矩阵,分别瞄准不同细分市场,深化在细分市场的车型布局。腾势N9定位科技安 全旗舰SUV,科技力拉满、豪华感给足,更追求旗舰的科技性能。腾势N8L则是更聚焦家庭的安全豪华 SUV,继承了N9的安全技术和灵活驾控,有大空间和豪华感,更追求家庭的豪华舒享。 腾势N8L的笼式车身,关键区域采用2000MPa材质,强度是高铁轨道钢的2倍,单边车顶最大承压达到 14.3吨。配合宽度同级领先的全铝前后防撞梁、混动CTB电池车身一体化技术以及9个安全气囊,全维 守护,不留死角,最大范围保护全家人的出行安全。 整体设计上,腾势N8L延续家族"优雅之势"设计语言,提供四款单色——典雅红、雪玉萤、玄璟墨、石 影澜和两款高定双色——霜云墨和翠华墨。内饰设计采用舒缓的线条、温和的色调和亲肤的材质,在云 锦米、金山棕、铂檀灰三款配色的映衬下,宛如优雅的起居室。 针对家庭出行需求,腾势N8L空 ...
追觅科技跨界造车“豪赌”:超奢赛道前景未卜,三重难关亟待破解
Hua Xia Shi Bao· 2025-09-26 14:35
Core Viewpoint - The automotive industry's electrification transformation presents a significant opportunity for latecomers like the company to achieve rapid growth by leveraging technological advancements and market demand [2][4]. Group 1: Company Strategy and Market Positioning - The company has announced its first ultra-luxury flagship SUV, targeting the high-end market with models comparable to Bugatti and Rolls-Royce [3][6]. - The decision to enter the automotive sector comes after eight years in the home appliance market, with the company believing that the current timing is critical due to the maturity of China's automotive supply chain and technology [4][6]. - The company aims to create AI-driven luxury vehicles that differentiate from traditional ultra-luxury brands, positioning itself as a tech-savvy player in the automotive space [2][3]. Group 2: Market Challenges and Competitive Landscape - The ultra-luxury automotive market is dominated by established European brands, presenting a challenge for new entrants like the company, which lacks brand history and recognition [6][8]. - The company faces significant hurdles in funding, brand influence, and technology transfer from consumer electronics to automotive standards, which are much more stringent [6][7][8]. - The company has assembled a nearly 1,000-person team for its automotive project, indicating a serious commitment to entering this competitive market [6]. Group 3: Financial and Operational Insights - The company has completed multiple rounds of financing but still faces challenges in securing the substantial capital required for automotive production, which is estimated to be around 20 billion yuan [7]. - The company reported that its revenue for the first half of 2025 is expected to exceed its total revenue for 2024, indicating strong growth potential [7]. - The company has established a global supply chain and claims to have access to over 6,000 offline channels in more than 100 countries, which could facilitate its entry into the automotive market [9].
调研速递|德赛西威接受高盛等80家机构调研,智能汽车业务亮点多
Xin Lang Cai Jing· 2025-09-26 13:30
9月25 - 26日,惠州市德赛西威汽车电子股份有限公司通过电话会议形式,接受了长城基金、合远基 金、国泰基金、中信资管、高盛等80家机构的特定对象调研,证券事务代表林洵沛先生参与接待。以下 为本次调研的精彩要点: 智能座舱与智能驾驶业务发展良好 德赛西威旗下"川行致远"车规级无人车获市场关注与客户订单。产品引入车规级设计开发与生产制造体 系,提升无人车爬坡高度至25%,自研"远行"电池通过多项试验,正常运行可达6年30万公里以上,还 具备领先的L4自动驾驶端到端算法并自建数据中心。 智能化全栈能力突出 德赛西威发布全栈辅助驾驶解决方案,覆盖多元场景需求。其"三大核心"为硬件集成、系统融合与核心 算法。硬件集成提升开发效率与系统稳定性;系统融合实现"一芯双系统"高效协同与资源复用;核心算 法灵活调度确保算力高效利用。公司还采用"同套硬件、两套算法"模式,提供定制化解决方案。 声明:市场有风险,投资需谨慎。 本文为AI大模型基于第三方数据库自动发布,任何在本文出现的信 息(包括但不限于个股、评论、预测、图表、指标、理论、任何形式的表述等)均只作为参考,不构成 个人投资建议。受限于第三方数据库质量等问题,我们无法 ...
双林股份,递交H股上市申请!A股定增事项已终止
Core Viewpoint - Shuanglin Co., Ltd. has submitted an application for listing on the Hong Kong Stock Exchange, aiming to enhance its capital strength and international competitiveness through H-share issuance [1][2]. Group 1: Financial Performance - The company reported net profits of 0.76 billion, 0.82 billion, 4.98 billion, and 2.87 billion for the years 2022, 2023, 2024, and the first half of 2025, with net profit margins of 1.8%, 2.0%, 10.1%, and 11.4% respectively [1]. - The company is projected to be the second-largest supplier of automotive seat horizontal drivers (HDM) globally, with a market share of 15.1% based on 2024 revenue [1]. Group 2: Capital Market Activities - The company has terminated its plan to issue A-shares to specific investors, which was intended to raise up to 1.5 billion, with net proceeds planned for various projects including the industrialization of roller screw and joint modules [2]. - Following the termination of the A-share issuance, the company announced plans to issue H-shares and list on the Hong Kong Stock Exchange to enhance its overseas financing capabilities and expand its strategic product capacity [2]. Group 3: Fundraising Utilization - The funds raised from the H-share issuance are expected to be used for expanding overseas production capacity, establishing an international sales network, and investing in emerging fields such as humanoid robots and core components for new energy vehicles [3]. - Additional uses of the funds include enhancing operational efficiency, conducting forward-looking technology research in areas like robotics, smart vehicles, and low-altitude economy, as well as general corporate purposes [3].
长安第四代CS55PLUS上市
Huan Qiu Wang· 2025-09-26 10:21
9月25日,长安汽车正式推出第四代CS55PLUS,新车共发布4款配置,售价7.89万元起。 动力层面,第四代CS55PLUS搭载500Bar超高压直喷新蓝鲸1.5T发动机,最大功率达到141kW,1500rpm的转速区间能实现310N·m的峰值扭矩输出,能适应 城市、高速、山路等多种工况。与之配合的iEM智慧能量管理系统,还可智能识别堵车、过弯、爬坡、制动再加速等路况工况,并根据不同路况工况调整扭 力输出、优化油耗方案,协同蓝鲸新一代七速湿式双离合自动变速器,为用户带来更顺畅节能的驾乘体验。 安全层面,第四代CS55PLUS搭载了1颗前置800W像素摄像头、4颗高清环视摄像头、4个侧向毫米波雷达总成、1个前向毫米波雷达总成和12个超声波传感 器,实现全视野覆盖。第四代CS55PLUS拥有AEB自动紧急制动、安全距离提醒、FCW前碰撞预警、LDW车道偏离预警、LKA车道保持辅助等18项主动预 警与制动功能。540°高清全景影像和360°行车记录仪帮助用户掌握车外状况、实时留存画面。被动安全方面,第四代CS55PLUS配备6个安全气囊,搭配反应 速度0.03秒的博世传感器,与方舟笼车身配合,在碰撞发生时最大限度 ...
央视新闻首次曝光尊界供应链,尊界S800大量细节被披露
Qi Lu Wan Bao· 2025-09-26 03:36
9月26日消息,央视新闻今日发布微博,表示其近期深入探访鸿蒙智行合肥尊界超级工厂及核心供应链 企业,首次全面展示了百万级豪华轿车尊界S800从研发到制造的全过程,引发广泛关注。据了解,该 报道通过华为侧工艺设计师、江淮侧技术负责人及一线工人、供应链伙伴的真实讲述,呈现了尊界 S800在智能安全与人性化设计上的创新突破。 同时,尊界S800在制造工艺上同样领先,国内首个实现全车漆面自动打磨的量产项目,DOI值高达 96.3,达到镜面级效果。自上市以来,尊界S800大定订单已突破12000台,单周交付量稳步攀升至300台 以上,市场热度彰显中国品牌在全球豪华车市场中逐步掌握话语权。 通过视频的讲述可以了解到,尊界S800搭载的ActiveSafe零重力座椅,采用10层丝绵填充与闭式支撑材 料,有效降低振动传导,带来"如云朵般"的乘坐体验。更关键的是,该座椅与乾崑智驾ADS系统深度联 动,在碰撞发生前可接收快速回位信号,通过电机自动将大角度躺姿调整为直立坐姿,最大程度保护后 排乘客安全,开创了智能安全座椅的新方向。这一技术融合体现了鸿蒙智行在智能汽车时代对用户安全 的前瞻思考。 ...
奔驰纯电CLA将搭载Momenta智驾;赛力斯发行H股获证监会备案丨汽车早参
Mei Ri Jing Ji Xin Wen· 2025-09-25 23:03
NO.3 小鹏汽车与阿里云签署后量子安全技术合作协议 9月24日,小鹏汽车与阿里云正式签署后量子安全技术合作协议。双方宣布将后量子安全算法项目作为 合作基础,在汽车的安全算法领域进行联合研发和拓展合作。未来,小鹏汽车与阿里云将携手在汽车安 全领域持续探索,将后量子安全加密技术进一步扩大至AI、V2X、芯片、机器人、飞行汽车等应用的安 全防护领域范围。 NO.1 赛力斯发行境外上市外资股(H股)获中国证监会备案 9月25日,赛力斯发布公告称,公司发行境外上市外资股(H股)获中国证监会备案。根据备案通知 书,公司拟发行不超过3.31亿股境外上市普通股并在中国香港联合交易所上市。 点评:赛力斯H股发行获证监会备案,拟赴港上市募资。此举为公司拓展融资渠道,注入资本活力,有 望加速新能源汽车业务布局,提升市场竞争力。对智能汽车板块而言,此事件或引发投资者关注行业创 新动态,增强板块活跃度。 NO.2 广汽冯兴亚:十年后全球十大车企中至少有三家是中企 9月25日,广汽集团董事长冯兴亚在2025年《财富》世界500强峰会上表示,汽车产业正经历百年未有之 大变局,预计未来十年全球前十大车企中将有3~5家中国企业。中国汽车企业 ...