2025年11月21日，博雷顿科技股份公司(01333.HK)在武汉工厂推出全新一代无驾驶室纯电动无人驾 驶专用矿卡——博雷顿9M145E，并举行新车下线仪式。作为"零碳矿山机器人第一股"，博雷顿本次发 布的车型不仅刷新了行业对无人驾驶矿卡的认知，更代表着矿山生产从传统人工驾驶向真正的无人驾驶 体系迈入大规模落地的关键阶段。在能源革命与智能化变革同步加速的背景下，这款车型的推出具有标 志性意义，被视为矿区生产方式重塑的重要拐点。 无人驾驶能力全面跃升：效率与稳定性达到新高度 伴随新车型亮相，博雷顿同步展示了其系统化绿色矿山解决方案。方案以构网型光伏、储能、充 电/换电、电动矿卡、无人驾驶系统以及智慧矿山调度平台构成能源侧与生产侧的完整闭环，使矿山在 能源成本、安全保障、生产节奏乃至减排路径上都具备可量化、可复制的优化能力。这种"能源—装备 —调度"的一体化思路，使矿企能够在投入周期、运营节奏和总成本结构上实现根本性改善，成为推动 矿山绿色转型的重要动力。 行业与技术前景：无人驾驶电动矿卡进入规模化增长期 在全球矿业正经历数字化、电动化和自动化三重变革的背景下，无人驾驶电动矿卡作为矿山核心生 产装备，正迎来从示 ...

Core Viewpoint - The launch of the Boreton 9M145E marks a significant advancement in the mining industry, transitioning from traditional manual driving to a fully autonomous system, representing a pivotal moment in the transformation of mining operations towards a zero-carbon future [1][6]. Group 1: Autonomous Driving Capabilities - The new model features Boreton's self-developed E2E end-to-end intelligent driving system, enhancing operational efficiency and stability across loading, transportation, and discharge processes, particularly in challenging conditions [3]. - Compared to traditional manual driving, autonomous vehicles demonstrate improved performance in night shifts, long distances, and complex terrains, leading to reduced operational fluctuations and increased effective production [3]. Group 2: Dedicated Platform for Autonomous Driving - Unlike traditional vehicles modified for autonomous use, the new model is designed from the ground up as a driverless platform, optimizing structure, safety, and maintenance [4]. - The removal of the driver's cabin reduces operational redundancy and enhances reliability, allowing for immediate deployment in mining operations and significantly lowering deployment costs [4]. Group 3: Systematic Green Mining Solutions - Alongside the new vehicle, Boreton introduced a comprehensive green mining solution that integrates photovoltaic networks, energy storage, charging systems, electric mining trucks, and intelligent scheduling platforms [6]. - This integrated approach enables quantifiable and replicable optimization in energy costs, safety, production rhythm, and emission reduction, driving the green transformation of mining enterprises [6]. Group 4: Industry and Technology Outlook - The global mining industry is undergoing a digital, electric, and automated transformation, with autonomous electric mining trucks poised for rapid growth as they transition from pilot projects to widespread application [7]. - The increasing penetration of photovoltaic and energy storage solutions will enhance the cost advantages of electric mining trucks, while advancements in intelligent perception and multi-modal models will improve the stability and operational capabilities of autonomous systems [7]. Group 5: Long-term Value of Boreton's Approach - Boreton's strategy is seen as more sustainable and competitive due to its dedicated driverless platform, which addresses structural limitations of traditional modifications and enhances operational scalability [8]. - The company's deep self-research in the three-electric system, thermal management, and energy replenishment allows for better synergy between electrification and automation, creating a more favorable cost curve compared to traditional fuel vehicles [8]. - Boreton's end-to-end algorithm system shortens perception and decision-making paths, improving responsiveness in extreme mining conditions, while its comprehensive solutions across energy, equipment, and scheduling enhance overall mining efficiency [8][10].

智通财经APP获悉，2025年11月21日，博雷顿科技股份公司（01333）在武汉工厂推出全新一代无驾驶室纯电动无人驾驶专用矿卡——博雷顿9M145E，并举 行新车下线仪式。作为"零碳矿山机器人第一股"，博雷顿本次发布的车型不仅刷新了行业对无人驾驶矿卡的认知，更代表着矿山生产从传统人工驾驶向真正 的无人驾驶体系迈入大规模落地的关键阶段。在能源革命与智能化变革同步加速的背景下，这款车型的推出具有标志性意义，被视为矿区生产方式重塑的重 要拐点。 无人驾驶能力全面跃升：效率与稳定性达到新高度 新车型搭载博雷顿自研的 E2E 端到端智驾系统，通过多维感知融合、智能路径规划以及基于多模态矿山大模型的实时决策，使车辆在装载、运输、排放等 全流程作业中呈现出高度一致的作业效率与稳定性。相比传统人工驾驶，无人驾驶车辆在夜班、长距离、复杂路况等场景下的表现更加均衡，能够显著降低 作业波动，提升单位时间内的有效生产量。在多矿区的长期运行中，博雷顿无人驾驶车辆在稼动率、周转效率和安全性方面均表现突出，验证了其大规模商 业化应用的可行性。 行业与技术前景：无人驾驶电动矿卡进入规模化增长期 在全球矿业正经历数字化、电动化和自动化三重变 ...

富临运业（002357.SZ）11月20日在投资者互动平台表示，尊敬的投资人，您好！兆益科技的产品和软 件目前暂未应用于无人驾驶领域。公司目前暂未参与研发无人驾驶。 每经AI快讯，有投资者在投资者互动平台提问：董秘，您好！ 子公司兆益科技的主营业务为GPS与北 斗系统应用产品研发、生产、销售及运营；具有GPS车辆监控系统软件的开发，以及具备目前广泛应用 于车载终端等硬件产品的设计和提供能力。 请问，兆益科技的产品和软件有无应用在无人驾驶领域？ 公司是否参与研发无人驾驶？ （文章来源：每日经济新闻） ...

富临运业11月20日在互动平台表示，子公司兆益科技的产品和软件目前暂未应用于无人驾驶领域。公司 目前暂未参与研发无人驾驶。 ...

格隆汇11月20日丨富临运业(002357.SZ)在投资者互动平台表示，兆益科技的产品和软件目前暂未应用 于无人驾驶领域。公司目前暂未参与研发无人驾驶。 ...

Core Insights - The stock price of Bosijie increased by 2.01% on November 20, reaching 84.60 CNY per share, with a market capitalization of 7.529 billion CNY [1] - The company has seen a year-to-date stock price increase of 25.26%, but has experienced a decline of 3.15% over the last five trading days [1] Company Overview - Bosijie Technology Co., Ltd. was established on June 4, 2009, and is located in Longhua District, Shenzhen, Guangdong Province [2] - The company specializes in the research, design, production, and sales of IoT smart hardware products, including intelligent vehicle terminals, smart travel components, and intelligent payment hardware [2] - The revenue composition is as follows: intelligent vehicle terminals (38.80%), smart travel components (28.42%), other smart hardware (23.20%), intelligent payment hardware (4.94%), and wireless communication modules (4.62%) [2] Financial Performance - For the period from January to September 2025, Bosijie achieved a revenue of 1.272 billion CNY, representing a year-on-year growth of 21.66% [2] - The net profit attributable to shareholders for the same period was 180 million CNY, reflecting a year-on-year increase of 33.95% [2] Shareholder Information - As of November 10, 2025, the number of shareholders increased by 0.52% to 8,890, while the average circulating shares per person decreased by 0.52% to 4,492 shares [2] - The company has distributed a total of 131 million CNY in dividends since its A-share listing [3] Institutional Holdings - As of September 30, 2025, Huashang Credit Enhanced Bond A is the sixth largest circulating shareholder with 607,500 shares, marking a new entry [3] - Other notable changes include a decrease in holdings by Xin'ao New Energy Industry Stock A, which held 601,900 shares, down by 20,100 shares from the previous period [3]

广电计量所属申万行业为：社会服务-专业服务-检测服务。所属概念板块包括：环境监测、核污染防 治、食品检测、碳中和、无人驾驶等。 截至9月30日，广电计量股东户数2.92万，较上期减少0.72%；人均流通股18508股，较上期增加2.76%。 2025年1月-9月，广电计量实现营业收入24.16亿元，同比增长11.86%；归母净利润2.39亿元，同比增长 26.51%。 分红方面，广电计量A股上市后累计派现6.07亿元。近三年，累计派现4.81亿元。 机构持仓方面，截止2025年9月30日，广电计量十大流通股东中，香港中央结算有限公司位居第四大流 通股东，持股966.75万股，相比上期减少365.15万股。广发多因子混合（002943）位居第五大流通股 东，持股843.65万股，为新进股东。广发均衡成长混合A（019876）位居第十大流通股东，持股295.83 万股，为新进股东。兴业兴睿两年持有期混合A（013910）、南方中证1000ETF（512100）、惠升惠泽 混合A（008418）退出十大流通股东之列。 11月20日，广电计量盘中上涨2.02%，截至13:01，报20.18元/股，成交7164.73万 ...

北汽蓝谷今年以来股价跌5.00%，近5个交易日跌3.80%，近20日跌3.31%，近60日跌18.72%。 机构持仓方面，截止2025年9月30日，北汽蓝谷十大流通股东中，香港中央结算有限公司位居第四大流 通股东，持股1.14亿股，相比上期增加4659.34万股。信澳星奕混合A（011188）位居第七大流通股东， 持股3352.17万股，相比上期减少730.90万股。信澳新能源精选混合A（012079）退出十大流通股东之 列。 资料显示，北汽蓝谷新能源科技股份有限公司位于北京市北京经济技术开发区东环中路5号12幢，成立 日期1992年10月6日，上市日期1996年8月16日，公司主营业务涉及纯电动新能源乘用车与核心零部件的 研发、生产、销售和服务。主营业务收入构成为：汽车整车90.72%，车辆运营收入及其他9.28%。 责任编辑：小浪快报 北汽蓝谷所属申万行业为：汽车-乘用车-电动乘用车。所属概念板块包括：无人驾驶、一体化压铸、华 为鸿蒙、新能源车、华为概念等。 11月20日，北汽蓝谷盘中下跌2.06%，截至10:38，报7.60元/股，成交3.10亿元，换手率0.83%，总市值 423.59亿元。 截至9月 ...

Investment Rating - The investment rating for Baidu Group is "Buy" (maintained) [1] Core Insights - Baidu's Q3 2025 profits exceeded expectations, with significant revenue contributions from AI [6][7] - The AI search transformation is stabilizing, and new business segments like AI marketing and cloud services are driving revenue growth [6][8] - The company has revised its non-GAAP net profit forecasts for 2025-2027 upwards, reflecting a positive outlook on AI and cloud contributions [6] Financial Summary - For Q3 2025, Baidu reported revenues of 311.7 billion yuan, a year-on-year decline of 7%, but slightly above Bloomberg consensus expectations [7] - Non-GAAP net profit for Q3 2025 was 37.7 billion yuan, down 36% year-on-year, yet better than the expected 26.3 billion yuan [7] - The core online marketing revenue decreased by 18% year-on-year, attributed to macroeconomic impacts and internal search transformation adjustments [7] - AI cloud revenue grew by 33% year-on-year to 42 billion yuan, with AI high-performance computing subscription revenue increasing by 128% [7] - The projected non-GAAP net profits for 2025, 2026, and 2027 are 19.55 billion, 21.91 billion, and 24.82 billion yuan respectively, with corresponding year-on-year growth rates of -27.6%, +12.1%, and +13.3% [9] Valuation Metrics - The current stock price corresponds to a P/E ratio of 15.0 for 2025, 13.4 for 2026, and 11.8 for 2027 [6][9] - The projected diluted EPS for 2025, 2026, and 2027 are 6.8, 7.6, and 8.6 yuan respectively [9]