9月16日，华为年度重磅车型享界S9T正式亮相，以"全球首个整车通信性能S级认证"引发行业震动——其通信性能通过光启技术与中国汽车技术研究中心有 限公司（以下简称"中汽中心"）基于联合成立的"汽车紧缩场联合创新实验室"的验证结果。这一认证不仅标志着智能网联汽车通信性能测试迈入"紧缩场标 准"新纪元，更背后折射出中国超材料技术从尖端 装备向民用汽车领域的"降维赋能"，以及全球智能汽车检测话语权的"中国方案"崛起。 长期以来，整车通信性能的实测验证是全球汽车检测领域的"老大难"：传统近场测试因物理空间限制，始终无法覆盖整车级无线数据的全面验证；而远场测 试所需的数百米开阔场地，在实际操作中又难以满足高频次、高精度的检测需求。但这一困局，早已被航空航天领域的技术突破打破——事实上，电磁波的 收发性能在不同频率下的测试逻辑，与尖端装备的天线性能验证技术同源，这使得航空航天领域的成熟经验成为破解汽车检测难题的关键钥匙。 作为我国航空航天领域核心系统级供应商，光启技术的"技术工具箱"中恰好握有这把"钥匙"。依托其超材料七大能力平台中的"先进检验检测能力"，光启技 术不仅拥有完整覆盖航空航天装备全尺寸、全频段测试的技术体系 ...

证券日报网讯 四维图新（002405）9月17日在互动平台回答投资者提问时表示，高精度地图在智能驾驶 里依然扮演非常重要的安全件角色。它能够有效解决复杂路况的导航难题，突破车辆视觉系统的距离与 天气条件限制，作为关键的安全冗余，具有不可忽视的价值。在"车路云一体化"国家战略中，公司搭建 的高精度地图基础平台可以为车路云项目提供众源更新和快速审图系统，正在有序开展试点城市部署。 ...

此次认证的核心支撑，正是依托光启技术的航空航天级紧缩场检验检测技术，通过专业的航空航天级测 试场地，以及高精度多维度转台，全方位模拟通信场；超过1万个角度的信号验证，全面评估了华为 S9T在复杂场景下的精准测试，最终为享界S9T提供了覆盖全面的通信性能评估，成为其斩获S级认证的 关键。 在"车路云一体化"的新浪潮中，光启技术以超材料技术为引擎，不仅为自己锻造出强劲的第二增长曲 线，更推动中国智能汽车产业在全球标准争夺战中率先突围。从服务尖端装备的"护航者"到定义智能汽 车检测规则的"车规考官"，从技术跟随者到标准引领者，这场由超材料驱动的"产业赋能"，正为中国智 能汽车的未来注入强劲动能，加速驶向全球创新高地。 本报讯(记者李雯珊)9月16日，华为年度重磅车型享界S9T正式亮相，以"全球首个整车通信性能S级认 证"引发行业震动——其通信性能通过光启技术（002625）股份有限公司(以下简称"光启技术")与中国汽 车技术研究中心有限公司(以下简称"中汽中心")基于联合成立的"汽车紧缩场联合创新实验室"的验证结 果。这一认证标志着智能网联汽车通信性能测试迈入"紧缩场标准"新纪元，折射出中国超材料技术从尖 端装备向 ...

Core Insights - The 2025 International Automotive Intelligent Cockpit Conference was held in Suzhou, focusing on AI-enabled cockpit innovation and the future ecosystem of human-vehicle interaction [1] - The conference featured discussions on key technologies, international standards, and talent cultivation in the intelligent cockpit sector, with participation from 800 experts and representatives [1][3] Industry Development - The global automotive industry is undergoing a historic transformation driven by technology and innovation, with China's intelligent cockpit sector leading due to its technological and market advantages [3] - The future development of intelligent cockpits requires a strong foundation in core technologies like cockpit models and high-performance chips, emphasizing user-centric design and international collaboration [3] Regional Insights - Jiangsu Province, as a major automotive industry cluster, has established a complete innovation system in areas like vehicle-mounted chips and intelligent cockpit solutions, positioning Suzhou as a key player in the intelligent connected vehicle sector [3] - The establishment of the Yangtze River Delta Technology Exchange Center is a result of strategic cooperation between the China Automotive Engineering Society and the Suzhou government, aimed at enhancing regional automotive industry development [4] Research Findings - The average score for intelligent cockpit evaluations reached 6.78, with most models scoring above 6, indicating significant advancements in technology and consumer experience [5] - The report on the intelligent cockpit standard system aims to establish a framework by 2026 and to lead global standards by 2035, filling gaps in key technology standards [5] Technological Innovations - The integration of technologies like Tesla's FSD and China's "vehicle-road-cloud" model is highlighted, with a focus on cost-effective solutions and the need for clearer business models in the intelligent connected vehicle sector [6] - New network security solutions, such as the Multi-Identification Network (MIN), are proposed to enhance data security and privacy in intelligent cockpits [7] User Experience and Interaction - The concept of "happy space" is introduced by Li Auto, emphasizing the role of intelligent cockpits in differentiating automotive brands through advanced interaction systems [8] - Companies like Zebra Zhixing are focusing on user value-driven transformations in intelligent cockpits, leveraging AI to create personalized user experiences [8] Future Directions - Unity's advancements in 3D real-time rendering technology are set to enhance intelligent cockpit functionalities, including music visualization and interactive navigation [9] - The industry is moving towards a more human-centered approach in cockpit design, exploring new applications like in-car gaming and meditation spaces [9]

证 券 研 究 报 告 计算机行业重大事项点评 稳增长方案发布，L3+智能驾驶迎产业新机 事项： ❑ 9 月 12 日，工业和信息化部等八部门公布关于印发《汽车行业稳增长工作方 案(2025—2026 年)》的通知。 评论： 行业研究 计算机 2025 年 09 月 16 日 推荐（维持） 华创证券研究所 证券分析师：吴鸣远 邮箱：wumingyuan@hcyjs.com 执业编号：S0360523040001 联系人：周志浩 邮箱：zhouzhihao1@hcyjs.com 行业基本数据 | | | 占比% | | --- | --- | --- | | 股票家数(只) | 337 | 0.04 | | 总市值(亿元) | 59,813.55 | 5.10 | | 流通市值(亿元) | 53,712.71 | 5.68 | 相对指数表现 | % | 1M | 6M | 12M | | --- | --- | --- | --- | | 绝对表现 | 6.9% | 9.8% | 106.8% | | 相对表现 | -1.0% | -3.3% | 63.3% | 0% 39% 78% 117% 24/09 24 ...

展望未来，长沙目标明确：建设"中部地区'车路云一体化'应用示范标杆"，推动智能网联汽车实现城市 级规模应用。以湖南湘江新区为核心，逐步扩展至全市域，并联动株洲、湘潭，共同构建辐射中南地区 的智能网联生态体系。 9月15日，作为2025互联网岳麓大会最受瞩目的硬科技论坛之一，AI与智能网联汽车产业融合发展 论坛在梅溪湖艺术博物馆举行。论坛上，长沙发布"车路云一体化"城市级智能网联全场景体系建设目 标，明确到2026年建成中部地区首个"车路云一体化"应用生态示范标杆，产业规模突破1000亿元，实现 智能网联车辆接入1万辆以上，完成1450平方公里试点区域C-V2X网络全覆盖。 在这一总体目标引领下，长沙将分阶段推进全域路侧智能网联化，实现5G网络全域覆盖及重点区域5G- A增强覆盖，完成信号机网联化改造与重点路口路段的全面感知能力建设。 以应用场景为导向，长沙将推进"十城十车"数据互联示范，与上海、杭州、成都、合肥、无锡等城市协 同，推动红绿灯信息、道路信息等数据能够面向车端提供C-V2X应用服务；构建智能电轨、网联公交、 微循环小巴、自动驾驶出租车等联动的智慧交通体系；推动无人配送、无人环卫、无人零售等功能型无 ...

Core Viewpoint - The news highlights the positive impact of multiple policies on the new energy sector, particularly in the electric vehicle (EV) market, leading to significant stock price increases for key players in the industry [1][3]. Industry Overview - The electric vehicle ETF (516380) saw a price increase of over 4.6% during the day, closing up 2.93%, reaching its highest point since August 2022 [1]. - Key stocks in the battery sector, such as Tianci Materials and Hunan Youneng, experienced substantial gains, with Hunan Youneng rising by 10.77% and Tianci Materials by 9.99% [3]. - The automotive sector is witnessing a shift towards smart technology, with major companies like Junsen Electronics and Top Group also seeing significant stock price increases [3]. Policy and Market Drivers - The Ministry of Industry and Information Technology, along with seven other departments, recently issued a plan aiming for approximately 32.3 million vehicle sales in 2025, including 15.5 million new energy vehicles [3]. - The upcoming World Energy Storage Conference in Ningde, Fujian, from September 16-18, is expected to further promote advancements in energy storage technologies [4]. - The solid-state battery industry is accelerating its development, with major companies like CATL and Guoxuan High-Tech announcing mass production plans, aiming for GWh-level capacity by 2026 [4]. Investment Opportunities - The automotive parts sector is expected to benefit from the integration of smart technologies, with projections for significant valuation increases across the automotive industry [5]. - The smart electric vehicle ETF (516380) focuses on leading companies in both electrification and smart technology, presenting long-term investment opportunities for those interested in the electric vehicle sector [7].

Group 1 - The core viewpoint of the article is the release of the "Automobile Industry Stabilization Growth Work Plan (2025-2026)" by the Ministry of Industry and Information Technology and other departments, aiming for automobile sales of approximately 32.3 million units in 2025, representing a year-on-year growth of about 3% [1] - The plan emphasizes expanding domestic consumption as a key strategy, with initiatives including the promotion of over 700,000 new energy buses and logistics vehicles in 25 pilot cities for electric vehicles, and the implementation of tax reductions for new energy vehicle purchases [3] - The plan also supports the replacement of old vehicles with new ones, encourages the expansion of the aftermarket, and suggests optimizing purchase restrictions in regions with such policies [3] Group 2 - The plan positions intelligent development at its core, focusing on the industrial application of intelligent connected technology and the construction of networked infrastructure and cloud control platforms [5] - It encourages the production approval of L3 level vehicles, which are conditionally automated driving cars, and aims to improve safety and insurance regulations [5] - The article mentions a new grading system for intelligent driving capabilities introduced by the China Automotive Engineering Research Institute, which categorizes intelligent driving into three levels based on technological maturity [9]

Important Market News - The Ministry of Commerce received an anti-dumping investigation application on July 23, 2025, regarding imported simulation wafer products from the United States, leading to a formal investigation starting September 13, 2025 [1] Industry Insights - Micron Technology announced a price increase of 20%-30% for its memory products, halting all quotes for DDR4, DDR5, LPDDR4, and LPDDR5 products due to anticipated supply shortages [2] - SanDisk has also raised its storage product prices by over 10%, indicating a new wave of price increases in the storage industry [2] - Cloud service providers are increasing capital expenditures by $18 billion in fiscal year 2025, driving demand for storage in the AI sector [2] - According to TrendForce, NAND Flash wafer and client SSD prices rose by 10%-15% and 3%-8% respectively in Q2 2025, with DRAM prices increasing by approximately 72% over six months [3] - The digital yuan sector is seeing positive developments, with a draft regulation aimed at promoting electronic document applications and exploring new payment methods, including the digital yuan for cross-border payments [4] - The global retail cross-border payment market is projected to grow from $39.9 trillion in 2024 to $65 trillion by 2032, with B2B payments dominating [4] - The Ministry of Industry and Information Technology issued a plan to promote the industrial application of intelligent connected vehicles, including trials for L3-level vehicle production [5] - The "vehicle-road-cloud integration" is expected to generate an additional output value of 725.9 billion yuan in 2025, growing to 25.825 trillion yuan by 2030, with a compound annual growth rate of 28.8% [6]

供需两端发力 工信部有关负责人介绍，汽车产业是国民经济的支柱产业，产业链长、涉及面广、带动性强，发挥着工 业经济稳增长的"压舱石"作用。在党中央坚强领导下，我国汽车产业连续3年实现稳定增长，新能源汽 车快速增长，转型升级发展取得显著成效。2024年，我国汽车销售完成3143.6万辆、同比增长4.5%，其 中新能源汽车销售完成1286.6万辆、同比增长35.5%，为宏观经济增长贡献了重要力量。出台《方案》 是为了在良好工作基础上，坚持问题导向、目标导向，远近结合、综合施策，努力实现汽车行业经济发 展主要预期目标。 ● 本报记者 杨洁 近日，工业和信息化部等八部门联合发布《汽车行业稳增长工作方案（2025—2026年）》。《方案》提 出，2025年力争实现全年汽车销量3230万辆左右，同比增长约3%，其中新能源汽车销量1550万辆左 右，同比增长约20%；汽车出口保持稳定增长；汽车制造业增加值同比增长6%左右。2026年，行业运 行保持稳中向好发展态势，产业规模和质量效益进一步提升。 为实现上述目标，《方案》从扩大国内消费、提升供给质量、优化发展环境、深化开放合作四个维度， 提出了加快新能源汽车全面市场化拓展、进 ...