汽车新四化
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跨国零部件公司,从幕后走向台前|2025上海车展
Di Yi Cai Jing· 2025-04-26 00:28
在中国,跨国零部件公司将本土化战略提到了一个新的高度。 "往年这个零部件展馆总会空几个展位,但是今年却'座无虚席'。"一位连续多年参加车展的跨国零部件 企业内部人士向第一财经记者表示,今年该企业的展馆面积也是往年的两倍以上,目的是变得更引人注 目,以及展示更多的最新产品来吸引客户。 不仅于此,采埃孚集团CEO柯皓哲在接受第一财经采访时,甚至兴奋地用中文脱口而出"中国很好";天 纳克CEO 吉姆·沃斯(Jim Voss)也明确表示,"当我们考虑投入的时候,中国一定是最优先考虑的市 场";由雷诺和吉利合资成立的动力总成供应商浩思动力,首次参加线下展会就选择了上海车展。 作为传统跨国零部件企业,往往隐身在车企背后。但随着华为、地平线、宁德时代等中国供应商品牌的 崛起,背靠中国这片创新沃土与广袤的消费市场,借用2025上海车展这个平台,越来越多传统跨国零部 件公司愿意去发出属于自己的"声音"——从幕后走向了台前。 市场竞争蔓延至跨国零部件 从参展规模来看,今年上海车展汽车科技及供应链展区展出面积约10万平方米,参展企业规模和数量较 上届呈显著增长,占据了今年整个展会面积的近1/3。 在这场主角是汽车的展会上,零部件公 ...
全球标准、中国研发、创业心态,上汽通用再出发
晚点LatePost· 2025-04-25 11:01
本土团队主导产品定义和开发流程,上汽通用目标成为转型最快的合资车企。 在大多数老牌车企对电动化转型犹豫时,通用汽车在 2020 年宣布未来五年将在新能源战略投资 200 亿美元,其在华合资公司上汽通用,几乎在同一时间引入奥特能电动化平台并推动电动汽车供应链本 土化。不过,巨头转型虽起步早,但却需要不断平衡市场节奏,进而导致产品面向市场的时候,品牌 认知更新滞后。 上海车展开幕前夕,上汽通用举办 "别克品牌日" 活动,展示别克对智电时代的憧憬和规划:推出全新 高端新能源品牌 "至境",并发布首款旗舰车型 "别克世家"。新车定位超豪华新能源 MPV,由中方主 导开发,基于上汽通用首个本土研发的新能源整车架构 "逍遥" 打造 —— 合资品牌中首个立足中国市 场、针对中国用户、由本土研发团队开发的架构,实现了合资车企的技术本土化突破。 这是上汽通用推进电动化升级、以完善的体系优势重塑品牌形象的开始。未来 12 个月,别克将基于 逍遥架构推出 6 款全新新能源车型,覆盖 MPV、轿车、SUV 全车型,驱动形式包括纯电、插混、增 程。从 2025 年开始,别克在中国推出的全新车型将全部为新能源车。 别克至境 MPV 先导 ...
依顿电子一季度营收净利双增长 持续聚焦汽车电子核心主业
Zheng Quan Shi Bao Wang· 2025-04-24 14:36
Core Viewpoint - The company, Yidun Electronics, reported a strong performance in Q1 2025, with revenue and net profit both increasing, driven by the recovery in the electronics industry and growing demand in automotive electronics [1][2]. Group 1: Financial Performance - In Q1 2025, Yidun Electronics achieved revenue of 946 million yuan, representing a year-on-year growth of 15.58% [1] - The net profit for the same period was 116 million yuan, reflecting a year-on-year increase of 11.04% [1] Group 2: Business Focus and Market Position - Yidun Electronics specializes in high-precision, high-density printed circuit boards (PCBs) and has established itself as a key player in the automotive electronics supply chain, collaborating with major industry leaders [2] - The company has successfully completed large-scale production deliveries for leading new energy clients such as BYD and has deepened partnerships with Continental and Valeo, enhancing its market share [2] Group 3: Future Capacity and Expansion - Yidun Electronics has factories in Zhongshan and Thailand, with existing capacity nearly fully utilized and new capacity being gradually released [3] - The company plans to leverage available land at its Zhongshan facility to increase production capacity based on market demand and order conditions [3]
福耀玻璃工业集团股份有限公司 关于持续开展“提质增效重回报”行动的公告
Zhong Guo Zheng Quan Bao - Zhong Zheng Wang· 2025-04-08 23:11
登录新浪财经APP 搜索【信披】查看更多考评等级 本公司董事局及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗漏,并对其内容 的真实性、准确性和完整性承担法律责任。 福耀玻璃工业集团股份有限公司(以下简称"公司"、"本公司"、"福耀"或"福耀集团")为深入贯彻落实 上海证券交易所(以下简称"上交所")《关于开展沪市公司"提质增效重回报"专项行动的倡议》,公司 将持续优化经营、规范治理和积极回报投资者,以新质生产力推动高质量发展,持续开展"提质增效重 回报"行动。具体举措如下: 一、坚守实业,聚焦核心能力建设,实现规模经济效益与集群协同效应双轮驱动 福耀集团自1987年成立以来,始终以"为中国人做一片属于自己的玻璃"为初心使命,经过三十余年的探 索,走出了一条"创新引领、应用研发、开放包容"的路线,目前已建成从砂矿资源、优质浮法玻璃技 术、工艺设备研发制造、多功能集成玻璃、延伸到铝饰件产业的完善产业生态,形成系统化的产业优 势"护城河"。 当前汽车"电动化、网联化、智能化、共享化"(新四化)已成为汽车产业发展的潮流和趋势,汽车市场 进入需求多元、结构优化的新发展阶段,新能源汽车渗透率不断提升,智 ...
国芯科技双里程碑:“中国芯”引领汽车电子产业新征程
半导体芯闻· 2025-03-28 10:01
Core Viewpoint - The global electric vehicle industry is rapidly developing, with a significant increase in the demand for automotive chips driven by the "new four modernizations" (electrification, intelligence, connectivity, and sharing) [1] Group 1: Industry Trends - The number of chips required for traditional fuel vehicles is 600-700, while electric vehicles require about 1600 chips, and advanced smart vehicles may need up to 3000 chips [1] - By 2030, automotive electronics are expected to account for 50% of the total cost of vehicles, with global annual demand for automotive chips projected to exceed 160 billion [1] Group 2: Company Developments - Guoxin Technology celebrated a dual milestone with the relocation to a new headquarters and the mass production of automotive electronic DSP chips on March 21, 2025 [2] - The new headquarters signifies a leap in R&D hardware conditions, supporting the expansion of 12 product lines [4] Group 3: Product Innovations - Guoxin Technology has developed a series of automotive electronic DSP chips, including CCD5001, CCD4001, and CCD3001, achieving significant results in the high-end audio processing field [5] - The CCD5001 chip features a HIFI5 DSP core with a single-core computing power of 6.4 GFLOPS, outperforming comparable products in audio processing [5][8] Group 4: Strategic Collaborations - Guoxin Technology has signed strategic cooperation agreements with Suzhou Longqing Vision Integrated Circuit Co., Ltd. and Bertak Automotive Electronics, aiming for deep collaboration in their respective fields [9] - The company has established partnerships with leading industry players to create a complete and closed-loop DSP algorithm ecosystem, enhancing domestic automotive acoustic industry collaboration [9] Group 5: Future Outlook - Guoxin Technology aims to strengthen its competitive edge through technological innovation, ecosystem building, and supply chain optimization, transitioning from "usable" to "highly usable" domestic chips [11] - The company is committed to building a "chip + algorithm + system" full-stack solution to support the transformation of the domestic automotive industry [26]
75亿元、33.2%!福耀玻璃 最新披露
Shang Hai Zheng Quan Bao· 2025-03-18 15:47
75亿元、33.2%!福耀玻璃 最新披露 净利润75亿元,同比增长33.2%……3月18日晚,福耀玻璃(600660)披露2024年年报,公司归属于上 市公司股东的净利润再次迈上一个"十位数"台阶。 这已是福耀玻璃连续第五年实现跨步式增长。 2020年,福耀玻璃实现净利润(归属于上市公司股东净利润,下同)26亿元,2021年净利润增长至31.4 亿元,2022年净利润达到47.5亿元,2023年的成绩单是56.3亿元,再到最新披露的74.98亿元,福耀玻璃 用一份份财务报表,回答了"提质增效重回报"。 多项指标创历史新高 "超额完成全年主要生产经营指标。"福耀玻璃官微评价。 这句评述,引自福耀玻璃董事长曹德旺对股东的最新致辞。曹德旺在致辞中说,2024年全球经济跌宕起 伏,国内经济步入深度调整期,面对涉滩之险、爬坡之艰、闯关之难,我们总能战胜挑战、开创新局, 经过福耀全体员工的共同努力,公司超额完成全年主要生产经营指标,这是一件非常了不起的事情,是 大家通过奋斗换来的。 据年报,福耀玻璃2024年实现营业收入392.5亿元,比上年同期增长18.37%;实现利润总额89.91亿元, 比上年同期增长 33.87% ...