A股代码：601238 A股简称：广汽集团 公告编号：临2025-047 H股代码：02238 H 股简称：广汽集团 广州汽车集团股份有限公司 第七届董事会第 4 次会议决议公告 本公司董事会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。 广州汽车集团股份有限公司（简称"本公司"或"公司"）第七届董事会第 事 10 人，实际参与表决董事 10 人。本次会议的召集、召开符合《中华人民共和 国公司法》 本议案在提交董事会审议前已经董事会薪酬与考核委员会审议通过。 二、审议通过了《关于广汽资本增设战略投资全资基金的议案》。同意全资 子公司广汽资本有限公司增设战略投资全资基金，基金总规模不超过 15 亿元。 表决结果：同意 10 票，反对 0 票，弃权 0 票。 三、审议通过了《关于设立广州智能网联汽车产业联盟基金的议案》。同意 公司与广州工业投资控股集团有限公司共同投资设立广州智能网联汽车产业联 盟基金（暂定名），规模为 10 亿元，双方各出资 50%；基金采用双 GP（普通合伙 人）模式，由广州盈蓬私募基金管理有限公司（简称"广州盈蓬"，公司 ...

Fundraising Plan - The company plans to raise a total of up to 1 billion yuan through a private placement of A-shares, with the funds primarily allocated to the development and industrialization of core components for humanoid robots and intelligent driving systems [1][8] - The total investment for the project is estimated at 1.3547462 billion yuan, with 1 billion yuan expected to be funded through this fundraising effort [1] Project Necessity and Feasibility - The humanoid robot and intelligent driving core components project is crucial for meeting the growing market demand and capitalizing on the domestic substitution opportunity, as the market for humanoid robots and intelligent vehicles is rapidly expanding [2][3] - The project aims to produce high-end screws and bearings essential for humanoid robots and intelligent vehicles, which are expected to see significant demand growth due to technological advancements [3][4] Market Trends - The global humanoid robot market is projected to reach 1.017 billion USD in 2024 and 15 billion USD by 2030, while the penetration rate of intelligent vehicles in passenger car sales is expected to rise from 18.5% to 57.1% [2] - By 2030, intelligent vehicle sales in China are anticipated to approach 30 million units, with a compound annual growth rate of 10.9% from 2023 to 2030 [2] Policy Support - National and local policies are strongly supporting the development of humanoid robots and intelligent vehicles, providing a favorable environment for the project's implementation [4][5] - Recent government initiatives emphasize the importance of intelligent networked vehicles and the development of related components, aligning with the company's project goals [4] Technical and Operational Strengths - The company possesses strong technical capabilities, being a national high-tech enterprise with established research centers and a dedicated R&D team focused on precision components [5][6] - The production processes for screws and bearings are similar, facilitating the company's expansion into the screw market while leveraging existing manufacturing expertise [5] Customer Base and Market Expansion - The company has a solid customer base, including leading global manufacturers in the industrial and automotive sectors, which will aid in the market penetration of the new products [6][7] - The project is expected to generate significant economic benefits, with ongoing efforts to secure partnerships with key clients in the humanoid robot and automotive industries [6] Financial Impact - The fundraising will enhance the company's financial structure, providing necessary working capital to support business growth and improve overall competitiveness [7][8] - The successful completion of the fundraising will lead to an increase in total assets and net assets, optimizing the company's capital structure and reducing future financing costs [7][8]

Core Viewpoint - The company, Guangting Information, has signed an investment cooperation agreement to establish a digital automotive innovation laboratory focused on smart connected vehicles, aiming to enhance product innovation and research efficiency [1] Group 1: Project Details - The project will create a public innovation platform to support research and testing of smart connected vehicle products [1] - The agreement is a framework agreement and does not require approval from the company's board of directors or shareholders [1] Group 2: Objectives and Benefits - The laboratory aims to meet the needs for product research and development as well as talent training in the smart connected vehicle sector [1] - The initiative is expected to improve the company's product innovation capabilities and research efficiency [1]

光庭信息（301221）公告，公司已于2025年6月20日与武汉光谷光电子信息产业园建设服务中心签订了 《关于智能网联汽车数字汽车创新实验室项目的投资合作协议》。该协议为框架性协议，旨在双方开展 投资合作，具体项目尚存在不确定性。协议无需提交公司董事会、股东大会审议，公司将根据项目实际 推进情况履行审批程序和信息披露义务。协议内容包括乙方在光电园选址建设智能网联汽车数字汽车创 新实验室项目，打造公共创新平台，满足智能网联汽车产品研发与测试、人才培养需求，提升产品创新 力、研发效率、算法模型质量等。甲方将积极支持并协助乙方办理相关手续，提供优质服务，并依法依 规为乙方提供优惠支持政策等。协议的签订有利于公司未来研发创新能力的提升，增强核心竞争力，符 合公司全体股东的利益，但预计对公司本年度的经营业绩不构成重大影响。 ...

(活力中国调研行)无人车从北京加速"驶"向全球 中新网北京6月19日电 (记者 陈杭)记者19日从2025年"活力中国调研行"北京市主题采访活动中获悉，"十 四五"以来，北京系统审视技术趋势和市场规律，将智能网联新能源汽车纳入高精尖产业发展规划，抢 先布局智能网联汽车产业生态，抢占高级别自动驾驶技术制高点，打造全球智能网联新能源汽车发展高 地，推动汽车产业向电动化、智能化、网联化持续迈进。 智能网联汽车是产业变革、两化融合、智慧城市建设及国家竞争力的重要体现，更是实现创新驱动、新 型工业化建设和形成新质生产力的重要路径。近年来，我国智能网联汽车在顶层设计、技术研发、产品 应用、测试示范等方面加速发展。 作为国家布局的重要汽车产业基地，北京推动智慧城市基础设施与智能网联汽车协同发展，目前已实现 全市600平方公里路侧基础设施智能化部署，首次在全国建成涵盖"车、路、云、网、图"五大体系的城 市级工程试验平台，助力企业自动驾驶相关技术快速迭代更新。 北京还加强核心技术创新，持续推进智能网联汽车国家级创新中心建设，在车联网、人工智能、大数据 等关键技术和系统研发方面形成领先优势。积极引导企业聚焦感知系统、车载操作系统 ...

这所大学，又如何改变安徽的汽车产业？ 中国汽车行业的"黄埔军校" 在中国汽车行业曾经流传"汽车工业三分天下，合肥工大独占其一"的说法。 安徽省汽车产量，拿下全国第一。 国家统计局的最新数据，今年前4个月，安徽以99.31万辆的累计整车产量，高居全国第一。 安徽汽车产业崛起的一个重要因素，就是有一所被称为中国汽车界"黄埔军校"的大学——#合肥工业大学（合工大）。 合工大，为何被称为中国汽车行业的"黄埔军校"？ 这并非夸张，反而说明了合工大为中国汽车业界做出的贡献，也反映出它在汽车行业的地位。 作为国内最早开设汽车专业的高校之一，合工大1958年开设车辆工程专业，到现在60多年的时间里，源源不断地培养了一代又一代的汽车工业 的人才。 | 序号 姓名 | | 毕业学校 | 糖買 | 汽车公司 | 职位 | 备注 | | --- | --- | --- | --- | --- | --- | --- | | 1 | 王传福 | 中南大学 | 无为 | 比亚迪汽车 | 市小长 | 现任 | | 2 | 尹同跃 | 合肥工业大学 | 東湖 | 奇瑞汽车 | 市事长 | 肌任 | | 3 | 李斌 | 北京大学 | 太湖 ...

Core Insights - Huawei's Vice Chairman Xu Zhijun emphasized the need for telecom operators to identify growth opportunities and paths tailored to their unique environments and competitive landscapes [1] Group 1: Growth Paths for Telecom Operators - Xu highlighted four key growth paths for telecom operators to overcome growth bottlenecks in a stable development phase [1] - The focus should be on understanding changes in user demand and capturing growth opportunities through network optimization and service enhancement [1] Group 2: High-Value User Segments - The global delivery rider population is projected to grow from 30 million in 2020 to 70 million by 2024, reaching 160 million by 2030, representing 5% of the global workforce [2] - Delivery riders have an average monthly call time (MOU) four times that of regular users, with data consumption twice as high and an average revenue per user (ARPU) 1.6 times greater [2] - The live streaming industry is also experiencing significant growth, with the number of streamers expected to rise from 10 million in 2022 to 50 million by 2024, and 130 million by 2030 [2] Group 3: Video Consumption Potential - Short videos account for approximately 50% of mobile traffic globally, yet there is a gap in the supply and consumption of high-definition (HD) video [3] - Xu proposed a systematic approach to stimulate HD video consumption, noting that 1080P video can increase traffic consumption fivefold compared to 360P [3] - Current HD video consumption in typical Chinese cities is only 22%, indicating significant potential for growth [3] Group 4: Smart Connected Vehicles - By 2025, 30% of passenger cars sold in China are expected to be equipped with 5G connectivity, increasing to 95% by 2030 [4] - The high costs associated with 5G intellectual property rights (IPR) and T-Box are identified as major barriers to adoption [4][5] Group 5: FTTR Technology for Small Businesses - FTTR (Fiber to the Room) technology is projected to reach 75 million users in China by 2025, while only 500,000 users are expected outside China, indicating substantial growth potential [6] - FTTR can address connectivity issues faced by small businesses and individual entrepreneurs, who have a pressing need for high-speed, stable, and low-latency networks [6]

□四川日报全媒体记者 文露敏 王眉灵 6月16日，日头正晒，中国重汽集团成都王牌商用车有限公司（下称重汽成商）测试场上，最新款 的V9系列新能源重卡牵引车正在反复测试各项性能。同样火热的，还有今年前5月企业的产销数 据：各类商用车产销量达1.1万余台，同比增长近55%；其中，新能源车产销量同比增长约115%。 与此同时，宜宾凯翼汽车有限公司前5月的产量达4.62万辆，同比增长352%，销量达4.47万辆，同 比增长251%。 汽车产量的飞速增长并不是个例。今年前5月，四川汽车产量42万辆、同比增加36.4%，其中新能 源汽车产量11.9万辆、同比增长283.9%。伴随着增长曲线，四川汽车制造已驶入"快车道"，成为 观察四川构建现代化产业体系的一个切片。 竞速新赛道 瞄准新能源新市场谋增长 当前，全国汽车产业竞争进入下半场。行业的增长态势究竟从何而来？ 目前，四川已初步形成涵盖核心材料、电芯装配、系统集成、智能装备、智能检测、终端应用场 景等环节的固态电池全链条发展格局。 对于产销量的增长，宜宾凯翼汽车有限公司副总经理韩韧还有另一个答案——出海抢订单。 菲律宾、利比亚、古巴……今年以来，凯翼汽车的销售市场已进入 ...

6月18日，省委常委、市委书记郭元强到东风公司调研，并召开支持东风公司加快转型发展座谈会。他强调，要深入学习贯彻习近平 总书记考察湖北重要讲话精神，认真落实省委、省政府工作要求，准确把握全球汽车产业转型变革趋势，坚持高端化、智能化、绿色化 方向，全力支持以东风汽车为龙头的汽车产业转型发展，打造世界级汽车产业集群。 座谈会上，东风公司相关负责人介绍企业生产经营情况及转型发展举措。武汉市相关领导介绍支持东风公司加快转型发展的具体措 施。 郭元强说，汽车产业是武汉的支柱产业。东风公司作为汽车行业的龙头企业，长期以来与武汉这座城市共成长、共发展，推动武汉 成为全国重要的整车制造和零部件生产基地，同时充分发挥央企担当，积极履行社会责任，为武汉经济社会发展作出了重要贡献，我们 对此衷心感谢。当前，以人工智能为引领的新一轮科技革命和产业变革加速演进，武汉正把握机遇，加快推动产业转型升级，构建现代 化产业体系。希望东风公司积极应对汽车行业发展格局的深刻变化，充分发挥科研实力强劲、产品布局完整等优势，推动科技创新和产 业创新深度融合，努力抢占新能源与智能网联汽车发展新赛道，提升国内外市场占有率，加快建设世界一流汽车企业，共同推 ...

其次是通过系统化工程构建高清视频生态。徐直军指出，高清视频具有巨大价值，能提升消费者观看体验、增加运营商流量以及提升OTT（基于互联网的各 种视频及数据服务）商业转化率。但目前移动视频流量中1080P及以上分辨率的占比仅为22%，高清视频供给面临诸多挑战。这需要运营商、OTT内容提供 商、网络设备厂家、终端厂家共同发力，从内容生产、网络传输到终端消费全链条协同，释放高清视频流量的潜能。 【环球网科技报道 记者 张阳】6月18日，GSMA 2025 MWC 上海（世界移动通信大会）正式在上海浦东拉开帷幕，今年大会围绕5G融合、人工智能+、行业 互联与赋能互联四大核心主题展开。 会上，华为副董事长、轮值董事长徐直军发表主题演讲，围绕运营商业务发展，结合新用户需求、技术应用与产业协同等维度，提出洞察变化，抓住成长型 需求，驱动增长；通过系统工程，激发高清视频流量供给和消费；让5G联接每一辆车抓住智能网联汽车增长机遇；用FTTR联接所有个体工商户，抓住智能 化发展机遇四大核心增长方向，为行业未来发展提供新思路。 徐直军在演讲开场便指出，当前电信市场已步入成熟阶段，但这并不意味着发展的停滞，反而正处于需求裂变与技术迭代 ...