Core Viewpoint - Dongwu Securities has initiated coverage on Botai Carlink (02889), recognizing it as a leading player in the domestic intelligent cockpit domain control industry, with a positive outlook on the company's increasing share of high-end domain control products and continuous improvement in profitability, thus assigning a "Buy" rating [1] Group 1: Company Overview - Botai Carlink is a leading supplier of intelligent cockpit solutions, leveraging integrated software, hardware, and cloud services as its core competitive advantage [2] - Established in 2009, the company initially focused on vehicle networking systems but shifted its focus in 2018 to intelligent cockpit solutions, solidifying its leading position in the industry [2] - The company operates six R&D centers and three manufacturing bases, serving over 50 brands, with Li Auto being a key customer driving rapid revenue growth since 2024 [2] Group 2: Market Trends - The penetration rate of intelligent cockpits in domestic and global passenger vehicles is steadily increasing, with China's market penetration expected to rise from 35.3% in 2019 to 75.9% by 2025, and the global rate from 38.4% to 59.4% in the same period [3] - The market size for intelligent cockpit solutions in China's passenger vehicle sector is projected to grow from 129 billion RMB in 2024 to 299.5 billion RMB by 2029 [3] Group 3: Strategic Partnerships - The collaboration with Qualcomm has expanded, focusing on developing a new generation of intelligent cockpit solutions based on the Snapdragon cockpit platform [4] - The partnership with Huawei has deepened since 2018, with intentions for collaboration on intelligent vehicle control modules by 2025, enhancing the relationship further [4] - The company's core technology stack, including Qiang OS, Qiang Core, and Qiang Cloud, supports the scalability, rapid customization, and continuous evolution of Botai's intelligent cockpit solutions [4] Group 4: Financial Projections - Revenue growth is expected to be driven by the increasing orders for high-end domain control products, with projected total revenues of 5.452 billion RMB and 7.839 billion RMB for 2026 and 2027, respectively [4]

Group 1 - The company focuses on the high-growth sectors of automotive intelligence and lightweighting [1] - The company is actively seizing opportunities for external development [1]

以下文章来源于差评X.PIN ，作者脖子哥 归根结底，车机屏幕和隐藏式门把手不一样，既没破圈的舆论与事故，也没法证明和驾驶安全强相 关。 Debug The World，关注科技、数码、汽车、产经、游戏，传播能改变世界的科技互联网信息。 本文来自微信公众号： 差评X.PIN ，编辑：脖子右拧&面线糊君，作者：脖子哥 不知道大伙觉得汽车上的实体按键应该存在吗？ 你可能会说："这不是废话吗，肯定要的呀"。 即便保留了实体按键，也就是个换挡拨杆或者是音量旋钮，连空调温度调节都没了。 差评X.PIN . 但是我们纵观现在发的新车，别说新能源车了，甚至是燃油车，BBA这些老家伙，都在尽力把功能 集成到屏幕里。 各车企就还是那副调调：你骂任你骂，我改我不改。 所以，车企们没啥动力去改这个。 但是，最近华盛顿大学的研究团队在UIST(用户界面软件与技术研讨会)上公布了一项研究。 他们量化了操作车机屏幕、驾驶员一心多用与安全的关系，并证明了操作车机屏幕确实会影响到行车 安全，一时间得到了不少关注。 这个UIST可不是什么野鸡论坛，是国际计算机协会旗下的会议，也是国内认证的A类会议，有着谷 歌、苹果、华为等多个知名企业赞助，产 ...

对此，字节跳动相关负责人向21财经《辟谣财知道》明确回应：传言不实，公司没有造车计划。 尽管否认造车，但字节跳动在汽车智能化领域的布局早已展开。去年9月，字节跳动与梅赛德斯-奔驰签署战略合作升级备忘录，双方围绕智能 座舱、智能辅助驾驶、智能化研发、数字化营销及客户运营等多个核心领域，达成深度合作共识，持续探索汽车智能化转型路径。 这并非市场首次传出字节跳动造车的消息。去年7月底，"字节跳动筹备豆包汽车"的传闻曾一度发酵，对此，火山引擎方面迅速作出澄清称， 网传"豆包汽车"纯属谣言。火山引擎为众多汽车客户提供高效的算法训练平台，自身并没有智驾业务计划。 （文章来源：21世纪经济报道） 1月7日，21财经《辟谣财知道》注意到，市场有传闻称，字节跳动和车企正在联合造车。 ...

1月7日，21财经《辟谣财知道》注意到，市场有传闻称，字节跳动和车企正在联合造车。 这并非市场首次传出字节跳动造车的消息。去年7月底，"字节跳动筹备豆包汽车"的传闻曾一度发酵，对此，火山引擎方面迅速作出澄清称， 网传"豆包汽车"纯属谣言。火山引擎为众多汽车客户提供高效的算法训练平台，自身并没有智驾业务计划。 SFC 对此，字节跳动相关负责人向21财经《辟谣财知道》明确回应：传言不实，公司没有造车计划。 尽管否认造车，但字节跳动在汽车智能化领域的布局早已展开。去年9月，字节跳动与梅赛德斯-奔驰签署战略合作升级备忘录，双方围绕智能 座舱、智能辅助驾驶、智能化研发、数字化营销及客户运营等多个核心领域，达成深度合作共识，持续探索汽车智能化转型路径。 出品|21财经客户端21世纪经济报道 ...

Group 1 - The core viewpoint of the article is that ByteDance has denied rumors of entering the automotive manufacturing sector, clarifying that there are no plans to produce cars [2] - Despite the denial of car manufacturing, ByteDance has already initiated its layout in the automotive intelligence sector, having signed a strategic cooperation memorandum with Mercedes-Benz in September last year [2] - The collaboration with Mercedes-Benz focuses on multiple core areas including smart cockpits, intelligent driving assistance, R&D in intelligence, digital marketing, and customer operations [2] Group 2 - This is not the first time rumors about ByteDance's involvement in car manufacturing have surfaced; similar rumors about "Doubao Cars" emerged in July last year, which were also quickly clarified as false [2] - Volcano Engine, a subsidiary of ByteDance, provides efficient algorithm training platforms for numerous automotive clients but does not have plans for intelligent driving business [2]

项兴初拜访任正非先生。 展望未来，江汽集团与华为将进一步拓宽合作领域，在汽车智能化、企业数智化等关键领域持续深化合 作，共同推动新能源汽车产业实现高质量发展，为中国汽车强国建设注入新动能。(江汽宣 文/图) 1月5日，江汽集团控股公司党委书记、董事长、总经理项兴初率团队赴深圳，拜访华为公司创始人任正非 先生等。双方围绕汽车产业智能化变革趋势、合作项目进展及未来规划等，进行了全面深入的交流。 ...

2026年，江汽集团控股公司党委书记、董事长、总经理项兴初率团队赴深圳，拜访华为公司创始人任正非先生等华为高层。这也是任正非2026年的初次公 开亮相。 据悉双方围绕汽车产业智能化变革趋势、合作项目进展及未来规划等，进行了全面深入的交流。 面向未来，江汽集团与华为公司也将进一步拓宽合作领域，在汽车智能化、企业数智化等关键领域持续深化合作，共同推动新能源汽车产业实现高质量发 展，为中国汽车强国建设注入新动能。 通过两人的合影显示，项兴初是送出了一辆尊界S800的车模给任正非当礼物。 尊界作为"五界"之一，是华为与江淮汽车采用鸿蒙智行模式合作推出的汽车品牌。尊界S800是华为与江淮合作推出的尊界品牌首款车型，定位百万级的超 豪华车（零售价70.8万起）。 尊界S800截至目前累计大定已经突破18000台，连续三个月超越同级奔驰S、宝马7系以及奥迪A8L等传统豪华车型，稳居70万级以上豪华车市场销量榜 首。 可以说尊界S800是华为与江淮汽车强强联合的杰作，深度融合了彼此的优势，首发搭载HUAWEI ADS 4智能辅助驾驶系统、途灵龙行平台，功能先进，质 量过硬，而其生产是在业内领先的"尊界超级工厂"。 项兴初曾表 ...

责任编辑：李昂 1月5日，江汽集团控股公司党委书记、董事长、总经理项兴初率团队赴深圳，拜访华为公司创始人任正 非先生等。双方围绕汽车产业智能化变革趋势、合作项目进展及未来规划等，进行了全面深入的交流。 江汽集团表示，将与华为进一步拓宽合作领域，在汽车智能化、企业数智化等关键领域持续深化合作， 共同推动新能源汽车产业实现高质量发展，为中国汽车强国建设注入新动能。 1月5日，江汽集团控股公司党委书记、董事长、总经理项兴初率团队赴深圳，拜访华为公司创始人任正 非先生等。双方围绕汽车产业智能化变革趋势、合作项目进展及未来规划等，进行了全面深入的交流。 江汽集团表示，将与华为进一步拓宽合作领域，在汽车智能化、企业数智化等关键领域持续深化合作， 共同推动新能源汽车产业实现高质量发展，为中国汽车强国建设注入新动能。 责任编辑：李昂 ...

Core Viewpoint - The recent surge in stock price of Suoling Co., Ltd. (SZ002766) is attributed to improvements in corporate governance, stable shareholding structure, and the growing trend of automotive intelligence [2]. Group 1: Corporate Governance - Suoling Co., Ltd. has undertaken a comprehensive upgrade of its corporate governance structure, revising 32 governance regulations that enhance transparency in key areas such as information disclosure, investment management, and internal control auditing [2]. - The newly elected board members received high votes, and the independent director system has been improved, indicating a commitment to better governance [2]. - The controlling shareholder increased their stake by 3.18% through judicial auction, reflecting confidence in the company's future [2]. Group 2: Market Position and Trends - The company specializes in the research, production, and sales of CID systems, providing professional hardware and software services for vehicle networking and autonomous driving, focusing on automotive intelligence and IoT communication [2]. - The automotive intelligence sector is a significant trend in the industry, attracting market attention and indicating potential for growth in the company's operational domain [2]. - The stock experienced a net inflow of large orders, suggesting the involvement of major funds, and technical indicators like the MACD have shown a bullish crossover, contributing to the stock's price increase [2].