Core Viewpoint - The introduction of a mandatory national standard for "Intelligent Connected Vehicle Combination Driving Assistance Systems" is expected to regulate the industry and promote healthy development in the smart driving sector [3][4][6]. Group 1: National Standard Announcement - The national standard project for "Intelligent Connected Vehicle Combination Driving Assistance Systems" has been proposed by the Ministry of Industry and Information Technology and is set to be executed by the National Automotive Standardization Technical Committee [3]. - The standard will apply to M and N category vehicles equipped with combination driving assistance systems, covering technical requirements such as motion control, driver state monitoring, system detection capabilities, and safety requirements [3][4]. Group 2: Industry Impact - The introduction of this standard is seen as a shift from "barbaric growth" to a dual-driven phase of "technology + compliance," fundamentally restructuring the competitive landscape of the automotive industry [4][6]. - As of 2023, the penetration rate of L2-level (combination driving assistance systems) in new energy passenger vehicles has reached 55.3%, with expectations to exceed 60% in 2024 [4]. Group 3: Addressing Misleading Promotions - The standard aims to mitigate the confusion caused by exaggerated marketing claims in the smart driving sector, which has led to consumer skepticism and safety concerns [4][5]. - Regulatory bodies have initiated measures to curb misleading advertising, emphasizing the need for automotive manufacturers to clarify system functionalities and adhere to safety protocols [6][7]. Group 4: Expert Opinions - Industry experts advocate for the standard to focus on core safety requirements while allowing flexibility for different technological paths [4]. - The consensus among experts is that clear standards will enhance consumer confidence and provide a framework for responsible marketing practices in the automotive sector [5][7].

螺旋实验室 . 公众情绪瞭望者 以下文章来源于螺旋实验室 ，作者螺旋君 来源丨 螺旋实验室（ID：spiral_lab） 作者丨 追命 编辑丨 坚果 图源丨Midjourney "中国 汽车产业的恒大已经存在 "。近日， 长城汽车董事长魏建军 的一番发言， 在汽车圈激起 了 千层浪 ，矛头直指近两年车圈的价格战。 魏建军在接受访问中指出， 纯电动车亏损严重，难以形成商业闭环 ，这是如今的 产业困境 。他直 言， "什么样的工业产品能降10万元还得到质量保证？" 事实上，魏建军近年已经不止一次呼吁 "反内卷"，他认为 过度的价格竞争只会导致恶性循环，对于 企业正常的发展而言，必须有合理的利润 。 在商业世界里，没有一家企业不是奔着 "盈利"的目标入场的。但过去两年，已有数十家车企倒下， 市场 竞争愈发激烈， " 价格战 "成为 了车企们无奈却又不得不选择的 "武器"，试图通过降价来抢占 有限的市场份额，缓解库存压力。 只不过，当人人都拾起 "低价武器"，与其喊话让市场"停一停，等一等"，当下如何跟上市场节奏， 反而才是车企当下最着急的命题。 立下盈利军令状 苦于车圈价格战的，并不只有魏建军一位。近日，小鹏汽车董 ...

Core Viewpoint - BYD's annual shareholder meeting showcased increased enthusiasm among shareholders, indicating strong investor confidence in the company's future prospects [1]. Group 1: Smart Driving - Chairman Wang Chuanfu emphasized that safety is the top priority in the development of smart driving technology, with the goal of ensuring consumer trust [6]. - BYD has been investing heavily in smart driving technology, launching the "Tianshen Eye" advanced driving assistance system, which will be equipped across its entire lineup [6]. - The integration of smart technology with vehicles is still in its early stages, with significant potential for exploration in areas such as safety optimization and sensor-algorithm matching [6]. Group 2: Overseas Market Expansion - BYD has accelerated its global expansion, entering markets such as Kazakhstan, Serbia, and Switzerland, with overseas sales becoming a significant highlight for the company [8]. - In May, BYD reported overseas sales of 89,047 new energy vehicles, with expectations for strong sales growth in international markets [8]. - The stability of prices in overseas markets is contributing positively to BYD's profitability [8]. Group 3: Future Goals - Wang Chuanfu expressed confidence that achieving an annual sales target of 10 million vehicles is feasible and will not take too long [11]. - The company is focused on long-term innovation and aims to be a transformative force in the automotive industry, particularly in the context of sustainable development [11].

此前传闻一汽对卓驭的投资，还在推进，双方暂未达成控股方案。 文 丨 郭瑞婵 编辑 丨 龚方毅 一位熟悉卓驭的知情人士告诉我们，目前 32TOPS 算力方案被频繁用来与更高算力的方案做对比，产 品力已稍显不足，下半年会对该方案做更多优化，增强竞争力。 我们独家获悉，卓驭科技（原大疆车载）对外融资近期取得新进展，增加北汽产投与广汽资 本两大投资方，合计金额达数亿元。 同时，卓驭还在持续洽谈其他融资事项，此前曾传出一汽拟控股卓驭，据我们了解，双方仍在 接触，但目前并未就该方案达成一致，其投资事宜还在推进中，一汽的投资占比也尚未敲定。 作为头部智驾方案供应商，卓驭开放的投资机会颇受一级市场关注。卓驭于 2023 年从大疆创新分 拆，2024 年正式以 "卓驭" 为品牌命名独立运营，并引入外部资本。 截至今年早些时候，先后获得比亚迪、上汽恒旭资本、国投招商、基石资本、光远资本等车企与机构 的投资。据我们了解，加上近期引入的北汽产投，卓驭累计融资超 25 亿元。 针对以上信息，卓驭回复我们表示，一切以官方披露为准。 卓驭以低算力、双目视觉方案起家，借助软硬一体化布局的优势，卓驭在 32TOPS 算力芯片上实现了 高速领航 ...

Group 1 - The year has been dramatic for the automotive industry, with a shift from enthusiasm for "intelligent driving equality" to stricter regulations following several high-profile accidents [1] - The founder of Horizon, Yu Kai, believes that regulations will lead to healthier industry development, comparing it to how high-speed trains operate on tracks [1] - The initial wave of "intelligent driving equality" saw major companies like BYD and Changan Automotive promoting advanced driving features, but this enthusiasm has since cooled due to regulatory pressures [1] Group 2 - Yu Kai acknowledges that while intelligent driving features are not yet deeply ingrained in consumer consciousness, he remains optimistic about their future adoption within the next few years [2] - The real-world testing of vehicles like the M8 and M9 by Seres demonstrated the limitations of intelligent driving systems on unstructured roads, yet also highlighted their improved adaptability [2] Group 3 - Chinese automotive companies are recognized for their leading position in intelligent driving, with increasing market share in Europe, as noted by Audi China’s president [3] - The challenges of expanding intelligent driving systems internationally include complex data management and regulatory requirements, which may increase costs for companies [3] - Horizon is actively working with OEMs to meet the diverse requirements of future target markets, indicating a commitment to overcoming these challenges [3] Group 4 - Changan Automotive is heavily investing in intelligent technology, with a commitment of 600 billion yuan and plans to expand its software team significantly [4] - The company views intelligent technology as the true future of the automotive industry, beyond just new energy vehicles [4] - Changan's SDA platform is not only for internal use but is also open to international car manufacturers, emphasizing the importance of technology sharing [4]

据 IPO早知道消息， 深圳佑驾创新科技股份有限公司 （以下简称 " 佑驾创新 "，2431. HK ）于 6月5日发布公告称，其 近日与重庆长安汽车股份有限公司（ 以下简称 "长安汽车"）达成合作，获 得旗下新能源自主品牌的主力车型定点。 有利于提升佑驾创新的市场声量与行业影响力。 本文为IPO早知道原创 作者｜ Stone Jin 微信公众号｜ipozaozhidao 根据公告， 佑驾创新作为选定供应商，将为长安汽车提供辅助驾驶域控制器产品，支持覆盖高速、 城区、停车场等全场景辅助驾驶功能，为驾乘安全保驾护航。 不妨补充一点，长 安汽车作为国内头部汽车集团，拥有深厚的市场积淀与广泛的用户基础。 2024 年，长安汽车全年销量超268万辆，稳居国内主机厂前列，旗下新能源品牌更达成多个增长里程碑， 品牌势能全面爆发。其发布的"北斗天枢2.0"计划，锚定智能化，推动辅助驾驶从高端车型向大众市 场下沉。 本次 定点，是双方自 2022年在智能汽车数字化平台-SDA架构建立合作后，基于高度战略协同的进 一步深化 。 某种程度上而言， 佑驾创新再次获得长安的量产定点也是对 其 技术研发实力、产品可 靠性、工程化落地与 ...

在访谈过程中，李斌没有回避蔚来的财务情况，也深知蔚来所处的经营境况和竞争环境。其认为，在 内部调整和产品推新并行的举措下，蔚来的转机即将到来。 "最低的谷底已经在今年一季度过去了。" 在2025年一季度财报发布次日，李斌在接受多家媒体访谈 时提到。 对一季度的财务表现，蔚来已有预期。背后有多方面原因：一是一季度本就是销售淡季，难以延续四 季度的涨势；二是财报周期正值蔚来内部调整时期，部分调整成效未能释放；再者，一季度蔚来产品 尚未焕新，新产品势能仍有保留。 李斌上调了二季度的交付预期，并依旧维持四季度盈利的目标。在泥潭之中的蔚来，需要向外界解释 ——今年销量到底从哪儿来？四季度盈利目标如何实现？蔚来的整改动作，是否能够带来实际成效？ 最难的时候已经过去 今年一季度，蔚来营收超120亿元，同比增长超21%。一季度整车毛利率10%，整体毛利率为 7.6%， 环比有所下滑。李斌解释称由于前期存在清库和促销活动，实际上二季度蔚来新车的平均售价已经提 升 10% 以上，毛利率也因此提升了近 10 个百分点。 相比去年同期，蔚来的销量已有明显提升。一季度交付新车 42094 辆，同比增长 40.1%。受季节性 因素影响， ...

最后，在情感化回应与企业愿景方面，面对股东对比亚迪的长期信任，王传福一度哽咽，称"比亚迪是 我的生命"，并重申了打造"未来丰田"的目标。他计划将中国新能源汽车技术推广至全球，并实现年产 销1000万辆的里程碑。王传福还透露，目前未交付的订单大约有60万辆，交货期需要5至6个月。 在这次大会上，王传福直面了公司存在的短板以及股东的批评。有股东以长文形式指出了比亚迪在产品 营销和品牌建设方面的不足。王传福坦承，在公司的快速扩张中确实存在一些短板，并表示将认真研究 并进行改进。他提到，"工程师文化"更加注重产品的功能价值，但在传递情绪价值方面仍有待提升，并 强调比亚迪"不会拉踩竞争对手，而是专注于自身的技术突破"。 比亚迪的未来发展充满了机遇与挑战，王传福及其高管团队的回应不仅展现了公司的自信与决心，也为 投资者和市场提供了明确的战略方向。随着技术的不断进步和市场布局的深化，比亚迪有望在新能源汽 车领域继续领跑，实现其全球化的宏伟愿景。 另外，在智能驾驶战略方面，王传福明确了智能驾驶的核心目标是安全，并计划在未来3至5年内推出一 系列技术，通过传感器优化和算法升级来降低事故率。比亚迪当前的智能驾驶研发团队已经接近5 ...

Domestic News - The Ministry of Commerce responded to the "involution" competition in the automotive industry, stating that it will strengthen comprehensive rectification and compliance guidance to maintain fair competition and promote healthy industry development [2] - In Shenzhen, the "trade-in" policy has driven the sale of 60,400 vehicles, contributing to a total sales amount of 15 billion yuan in the automotive sector [3] - Tesla has participated in the "New Energy Vehicles Going to the Countryside" initiative for the first time, marking a strategic shift to target lower-tier cities and rural consumers [4] - OPPO signed a global patent licensing agreement with Volkswagen Group, which includes essential patents for cellular communication to enhance user experience in connected vehicles [6] - Changan Automobile's business has been separated into an independent central enterprise, with no immediate plans to merge with Dongfeng [7] - Avita announced plans to launch a new flagship six-seat SUV priced at over one million yuan by 2026, as part of its product expansion strategy [8] - Guotou Investment has made a strategic investment in Jinglue Semiconductor to accelerate the domestic replacement of automotive chips [9][10] - GAC and Changan have invested in Chen Zhi Technology, which has seen a significant increase in registered capital to support its R&D in intelligent driving technology [11] Foreign News - In the UK, new car registrations reached 150,070 in May, reflecting a year-on-year growth of 1.6% [12] - BMW is accelerating the launch of the new generation X5, X6, and X7 models, with significant improvements in energy density and range for electric versions [13] - Tesla's new AI chip, Dojo, is set to be released within two years, with ongoing advancements in its technology [14] - Japan has shifted its stance on US auto tariffs, proposing a tax reduction mechanism based on contributions to the US auto industry instead of a full tariff cancellation [15] Commercial Vehicles - The first OTS vehicle from Chuangwei, a large multifunctional pure electric VAN, has successfully rolled off the production line, marking a significant step towards mass production [16] - Jinlv's luxury coach has been officially delivered, representing a move towards higher quality in the local tourism transport market [18] - Shandong Heavy Industry Group signed a strategic cooperation agreement with China Everbright Bank to enhance collaboration in various financial services [19] - Suining, Sichuan, is supporting the production and application of new energy express delivery vehicles, aiming for significant advancements in intelligent logistics [20]

证券代码：300177 证券简称：中海达 投资者关系活动 类别 特定对象调研 分析师会议 媒 体 采 访 业绩说明会 新闻发布 会 路演活动 现 场 参 观 其他（请文字说明其他活动内容）： 参与单位名称及 人员姓名 华创证券：祝小茜 尚善资产：刘晓鹏 时间 2025 年 06 月 05 日下午 14:00-16:00 地点 公司广州总部 上市公司接待人 员姓名 董事会秘书：黄宏矩 证券事务代表：张赟 投资者关系活动 主要内容介绍 本次特定对象调研主要内容摘要如下： 1、公司的主营业务及 2024 年度、2025 年一季度业绩情况 答：公司专注于高精度导航定位技术产业链相关软硬 件产品和服务的研发、制造和销售，深化北斗精准位置行 业应用，全力打造高精度时空信息解决方案。多年来始终 聚焦在高精度导航定位产业，目前已发展成为国内高精度 导航定位产业的领先企业之一，是全球高精度导航定位的 主流企业。 公司以高精度卫星导航定位技术为基础，融合激光雷 达、声呐、光电、惯导等多种技术，已形成"海陆空天、 室内外"全方位、全空间的高精度定位技术产品布局。当 前，公司已实现卫星定位、激光雷达、声呐、光电、惯导 等相关核心技术 ...