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保隆科技与均联智行签约,发力 L2 至 L4 级辅助驾驶领域
Quan Jing Wang· 2025-04-24 03:59
Group 1 - The core viewpoint of the articles is the strategic partnership between Baolong Technology and Junlian Zhixing, which aims to enhance collaboration in the fields of intelligent assisted driving and smart cockpits [2][4][5] - The collaboration is expected to significantly improve supply chain efficiency and accelerate the research and application of new technologies, enabling manufacturers to bring advanced and reliable smart vehicle products to market faster [4] - Junlian Zhixing, a subsidiary of Joyson Electronics, has over 20 years of experience as a first-tier supplier to global OEMs, collaborating with renowned automotive brands such as Volkswagen, Audi, BMW, NIO, and HiPhi [4][5] Group 2 - Baolong Technology is a global supplier of intelligent and lightweight technology solutions for the automotive industry, with a presence in China, North America, and Europe, including 9 production parks, 19 factories, and 11 R&D centers [5] - The partnership will focus on L2 to L4 level assisted driving and smart cockpit areas, leveraging each company's strengths to achieve resource sharing and complementary advantages [5] - The strategic cooperation is seen as a strong alliance in technology and market, aiming to transform the smart automotive industry and provide users with a more intelligent, safe, and personalized travel experience [5]
亮相2025上海车展,均胜电子发布沉浸式智能座舱和机器人零部件解决方案
Zheng Quan Zhi Xing· 2025-04-23 06:34
4月23日,2025上海车展正式开幕。全球领先的汽车智能科技解决方案提供商均胜电子(600699)以"聚力全球智赢未来"为主题,在上海车展中展示了近百 个前沿技术与产品,覆盖智能座舱、组合辅助驾驶、智能网联、新能源管理、智能内/外饰、汽车安全以及机器人关键零部件等多个领域。车展首日,均胜 电子发布了全新的沉浸式智能座舱解决方案JoySpace+,以及机器人能源管理、机甲、传感器及无线充电等多个关键零部件解决方案。 均胜电子总裁陈伟表示,"均胜电子始终以全球化视野布局未来,在'全球整合力,本土生命力'的支撑下,产品服务全球100多个汽车品牌。2024年公司营收 突破558亿元,海外业务占比超过60%,并新获了超过800亿元订单。面对产业技术进步与市场变革,我们将以更开放的姿态,与全球伙伴共拓边界,共同探 索未来出行的无限可能。" 推出全新沉浸式智能座舱解决方案 座舱是人与汽车最直接、最密切的触点,也是汽车最能和人产生深度共鸣的空间。 过去二十年来,均胜电子一直引领汽车智能座舱的发展。面对不断升级的消费者需求,均胜电子在此次上海车展正式推出全新的沉浸式智能座舱—— JoySpace+。 均胜电子沉浸式智能座舱Jo ...
博泰车联网与高通深化合作 基于骁龙座舱平台至尊版打造新一代智能座舱解决方案
news flash· 2025-04-23 06:23
博泰车联网与高通深化合作 基于骁龙座舱平台至尊版打造新一代智能座舱解决方案 智通财经4月23日电,博泰车联网今日宣布扩展与高通技术公司的合作,打造搭载骁龙®座舱平台至尊 版的新一代智能座舱解决方案。结合博泰在智能座舱软硬件开发领域的深厚积累,以及骁龙座舱平台至 尊版(QAM8397P)提供的先进AI能力、卓越计算性能和高清图形功能,博泰全新座舱解决方案将助力 全球车企提供面向中央计算架构的顶级智能座舱产品,提供高性能、高扩展性和安全性的智能座舱解决 方案。 ...
国际化按下快进键,天有为加速驶入全球座舱赛道
Shen Zhen Shang Bao· 2025-04-23 01:46
Core Insights - Tianyouwei (603202) is officially listed on the Shanghai Stock Exchange, marking a significant milestone for the company as it aims to strengthen its position in the automotive electronics sector and expand its global footprint [1] Company Overview - Tianyouwei specializes in the research, production, and sales of automotive instruments and related smart cockpit products, including electronic combination instruments and full LCD combination instruments [1] - The company has established a robust capability in product development, system integration, mass supply, and after-sales service, enabling it to provide synchronized development and customized support for global automotive manufacturers [1] International Market Presence - Tianyouwei has formed partnerships with several globally recognized clients, including Hyundai Motor Group, and has achieved significant sales growth in international markets [2] - The company's export revenue has shown a rapid increase, with figures of 924.72 million, 1,625.35 million, and 2,383.54 million yuan, representing 47.06%, 47.47%, and 53.60% of its main business revenue respectively [2] - The growth in export revenue is attributed to high-value products supplied to clients like Hyundai, which have performed well in overseas markets [2] Technological Advancements - The company has reached international mainstream standards for some core products and has made breakthroughs in optical bonding, integrated dual-screen modules, and composite display technology, enhancing its competitiveness in high-end cockpit applications [3] - As of the end of 2024, Tianyouwei holds 134 domestic patents, including 52 invention patents, and has one international patent, which supports its rapid response to domestic customer needs and international business expansion [3] Research and Development Capabilities - Tianyouwei has established three major R&D institutions in Suifenhe, Harbin, and Dalian, along with an EMC laboratory, creating a comprehensive R&D system covering hardware development, software design, prototype testing, and reliability verification [3] - The company can achieve synchronized collaboration and rapid response for overseas clients during the development of new vehicle cockpit systems [3] Strategic Outlook - With the global automotive industry accelerating towards intelligence and digitalization, Tianyouwei is integrating into the global smart cockpit supply chain, supported by its solid technological foundation and reliable mass delivery capabilities [3] - The IPO is expected to inject capital into the company's business expansion and serve as an important milestone in its international journey [3]
【联合发布】2025年2月汽车智能网联洞察报告
乘联分会· 2025-04-22 08:44
中国新能源汽车市场走势 中国新能源汽车市场,2025年3月销售123.7万辆,环比增长38.7%,同比增长40.2%,渗透率达到 42.4%,渗透率维持较高水平。其中新能源乘用车销售115.8万辆,环比增长37.3%;新能源商用车 本文全文共 2217 字,阅读全文约需 7 分钟 点 击 蓝 字 关 注 我 们 销售7.9万辆,环比增长63.0%,同比增长56.3% 。 目前自主品牌在高端/中端/低端市场同时发力。10万元以下已经成为新产品的一大重要门槛,此前零 跑B10预售价在十万以上,随着新车正式上市,定价也划在了9.98万起。比亚迪唐L/汉L将大马力/兆 瓦闪充技术直接下放。多款大型新能源SUV也在陆续上市,同时关税政策也导致部分合资豪华车进 口受阻,未来高端汽车市场格局也将发生重大变化 。 中国新能源汽车市场结构 2025年3月,新能源轿车占比43.9%,比去年同期下滑3.1个百分点。新能源SUV份额达到45.1%,份 额较同期增长1.2个百分点。2025年3月,本期各车型同比继续增长。乘用车部分,节后多款新车上 市,同时置换补贴已于年初发布,各家企业也纷纷推出一口价政策。推动销量持续增长。商用车部 ...
广西天山电子股份有限公司2024年年度报告摘要
Core Viewpoint - The company, Tianshan Electronics, has reported significant growth in revenue and net profit, driven by advancements in the automotive display sector and a focus on customized display solutions [12][13]. Company Overview - Tianshan Electronics specializes in the research, design, production, and sales of customized LCD displays and modules, positioning itself as a national high-tech enterprise with comprehensive supply capabilities [3][4]. - The company emphasizes a business philosophy centered on health, sustainability, and progress, aiming to provide personalized display solutions to industry-leading clients [3]. Financial Performance - For the reporting period, the company achieved operating revenue of 1,476.848 million yuan, a year-on-year increase of 16.54% - The net profit attributable to shareholders reached 150.3843 million yuan, up 39.99% year-on-year, with a significant increase in net profit growth rate compared to revenue growth [12]. - The net cash flow from operating activities was 121.6201 million yuan, reflecting an 82.08% increase [12]. Business Model - The company operates on an order-based production model, ensuring efficient procurement and production processes tailored to customer demands [6][7]. - Tianshan Electronics has established a stable supply chain with multiple suppliers for key materials, ensuring timely and reliable procurement [6]. Key Growth Drivers - The automotive electronics sector has shown significant growth, with the company expanding its product offerings to include advanced display technologies for various vehicle types [12][13]. - The company is investing in dual-base collaboration to enhance production capabilities and meet increasing market demands in automotive and smart home sectors [13][14]. Product Development and Innovation - Tianshan Electronics is focusing on high-value product development, including innovations in touch screen technology and advanced display modules [15][17]. - The company is actively developing new products such as smart serial display modules and variable light control rearview mirror modules, targeting growth in the automotive sector [16]. Strategic Initiatives - The company has implemented a dual mechanism of stock incentive plans and share buybacks to enhance governance and drive sustainable growth [18]. - Tianshan Electronics aims to deepen its presence in the professional display market by leveraging technological innovation and expanding its product matrix [19].
行业深度 | 上海车展前瞻:创新智联 自主竞逐高端【民生汽车 崔琰团队】
汽车琰究· 2025-04-20 08:07
► 行业新技术:高阶智驾加速普及 高压快充重构体验 智能驾驶:高算力芯片与激光雷达大规模上车。吉利 领克 900 成为全球首款搭载 Thor 芯片的量产车型,双Orin-X芯片成主流配置;零跑B10等车型以激光雷达下探至 10万元级市场,推动智驾平权。 智能座舱:高通骁龙 8295P芯片规模化普及,覆盖15万元以上车型 (如小鹏 G7、零跑B10、比亚迪汉L/唐L、方程豹钛3、吉利银河星 耀8、极氪007 GT); 电动化: 800V高压快充成标配,续航与补能效率突破。 比亚迪全域 1 , 000V平台、华为尊界S800支持6C超充,续航普遍突破700km。 高端化 :本次车展华为、小米新车集中发力高端市场,华为尊界定位百万级豪华轿车,通过华为品牌力 +智能驾驶、座舱黑科技赋能品牌;小米SU7 Ultra定位巅峰性能科技轿 车,主打性能、操控、科技,通过技术赋能高端。 ► 新势力新趋势:科技巨头重塑格局 智驾体验定义竞争力 华为: 尊界 S800、问界M8、享界S9增程三箭齐发,以鸿蒙智驾+高压平台技术冲击豪华市场,定位覆盖30万元至百万元级。 小米: S U7 ultra亮相车展, 具备 最大 马力 154 ...
行业深度 | 上海车展前瞻:创新智联 自主竞逐高端【民生汽车 崔琰团队】
汽车琰究· 2025-04-20 08:07
Core Viewpoint - The 2025 Shanghai International Automobile Industry Exhibition will be held from April 23 to May 2, 2025, with the theme "Embrace Innovation, Win the Future," showcasing over 1,000 global enterprises and more than 100 new car launches, highlighting the industry's transformation and technological advancements [1][10]. Industry New Technologies - Advanced intelligent driving technologies are accelerating, with high-performance chips and LiDAR becoming mainstream. Geely's Lynk & Co 900 is the first mass-produced model equipped with the Thor chip, while models like Leapmotor B10 are introducing LiDAR technology to the 100,000 yuan market [2][21]. - The adoption of 800V high-voltage fast charging is becoming standard, with companies like BYD and Huawei leading the way, achieving ranges exceeding 700 km and charging efficiencies [2][27]. - The high-end market is seeing significant entries from tech giants like Huawei and Xiaomi, with models like Huawei's Aito S800 and Xiaomi's SU7 Ultra targeting luxury segments [2][3]. New Forces and Trends - Tech giants are reshaping the competitive landscape, with Huawei launching multiple models aimed at the luxury market, while new players like Xiaopeng, Li Auto, and Leapmotor are focusing on intelligent upgrades to penetrate mainstream markets [3][8]. - New energy vehicle brands are showcasing their strengths, with models like Xiaopeng G7 and Li Auto i8 emphasizing advanced intelligent driving capabilities [3][19]. Domestic Brand Trends - Domestic brands are leveraging technology to move upmarket, with BYD's Han L and Tang L featuring advanced intelligent driving systems and extended-range capabilities [4][19]. - Geely is expanding its market presence with models like the Galaxy Star 8 and Lynk & Co 900, focusing on hybrid and intelligent technologies [4][19]. - Companies like Changan, Great Wall, and SAIC are diversifying their product offerings, emphasizing high-end and technologically advanced vehicles [4][19]. Investment Recommendations - The report recommends investing in quality domestic brands that are accelerating in intelligence and globalization, specifically BYD, Geely, Xiaopeng, and Li Auto, while also suggesting to monitor Xiaomi Group [5]. - In the parts sector, it highlights new force supply chains and recommends companies like H Chain, T Chain, and intelligent driving component manufacturers [5].
比亚迪、上汽大众、小米、歌尔…都在参加的智能座舱大会!300+行业精英在等你!
芯世相· 2025-04-18 09:45
就在下周二! 上海国际车展前期 "2025智能座舱车载声学创新大会暨第一届智能声学创新论坛"要 来了! 随着智能化浪潮席卷汽车产业, 智能座舱正 逐步演变为集办公、休息与娱乐于一体的"第三空 间"。其中, 车载声学系统更是 承载了驾乘者对沉浸式声场、个性化交互,乃至情绪感知的更高 期待。 在这一趋势下, 4月22日 ,特于上海国际车展前期举办 "2025智能座舱车载声学创新大会暨第一 届智能声学创新论坛" ,本次大会将围绕智能座舱车载声学和声学AI+的前沿技术展开研讨和交 流。 现已有 300+ 行业来自产业链上下游的行业精英已报名,更有诸多重磅议程以及特别福利在等你, 是一场不容错过的行业盛会! 时间 地点 4月22日 · 上海大华虹桥假日酒店 大会亮点 1、300+行业 精英 已锁定席位 来自比亚迪、上汽大众、中国商飞、小米汽车、零跑汽车、江淮汽车、 瑞声科技、歌尔股份、歌 尔丹拿、引望智能、彼格镁隆、科大讯飞、影石创新、苏州上声、龙旗科技、上海声望 、中国计 量科学 研究院、京东方精电(深圳)汽车技术、中国计量科学研究院、北京瑞森新谱科技、佛吉 亚、重庆梧桐车联、长三角国家技术创新中心等产业专家齐聚,产 ...
广汽传祺向往M8乾崑系列发布 开启高端MPV市场新纪元
Core Insights - GAC Group's subsidiary, GAC Trumpchi, has launched a new high-end flagship MPV, the Trumpchi Xiangwang M8 Qiankun series, emphasizing the integration of "Eastern aesthetics and intelligent technology" [2] - Since the launch of its first luxury MPV in 2017, GAC Trumpchi has sold over 750,000 MPVs, maintaining the top sales position in China's luxury MPV market for 73 consecutive months [2] Intelligent and Safety Systems - The Xiangwang M8 Qiankun series features Huawei's Qiankun ADS advanced intelligent driving system, utilizing a combination of 192-line lidar and high-precision 4D millimeter-wave radar for enhanced perception [3] - The vehicle is equipped with a CAS 3.0 all-directional active collision avoidance system, which has successfully avoided approximately 2 million potential collision risks on actual roads [3] - The smart cockpit, powered by Huawei technology, supports up to 7 interconnected screens and allows seamless synchronization of mobile applications with the vehicle's interface [3] Structural and Battery Safety - The vehicle incorporates a "720° all-directional safety fortress" design, with 85.6% of its body made from high-strength steel, enhancing overall rigidity [4] - The battery system, co-developed with CATL, has undergone 145 rigorous tests, achieving a single-cell failure rate controlled at the PPB level, setting a new safety benchmark for new energy vehicles [4] Strategic Goals and Market Positioning - GAC Group aims to achieve over 60% market share for its self-owned brands by 2027, with a target of annual sales exceeding 2 million units [5] - The launch of the Xiangwang series aligns with GAC's "Panyu Action" strategy, which is crucial for the company's transformation and growth [5] - The Xiangwang series is positioned as a flagship product line covering sedans, SUVs, and MPVs, with plans to implement L3-level autonomous driving technology within the year [6] Customer Service and Infrastructure - The Xiangwang series has established a nationwide free vehicle pick-up and delivery service network covering 272 cities, ensuring 100% coverage in prefecture-level cities [6] - The series will leverage over 1,200 after-sales service points and access to more than 1.2 million charging stations, enhancing the service experience for new energy vehicle users [6]