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科创板新设科创成长层,重启未盈利企业上市
Sou Hu Cai Jing· 2025-06-19 01:19
截至6月18日,科创综指最新样本数量已达到569只,对科创板的市值覆盖度达97%,覆盖了200多家科 创板规模指数尚未覆盖的个股。科创综指ETF华夏(589000)及其联接基金(A:023719;C: 023720)紧密跟踪科创综指,目前规模居于同类前列,交投活跃,近一周日均成交额居同类首位。 每日经济新闻 上交所方面表示,在科创板设置科创成长层,一是有利于进一步彰显资本市场支持科技创新的政策导 向,稳定市场预期;二是有利于为增量制度改革提供更可控的"试验空间",可以试点一些更具包容性的 政策举措;三是有利于对未盈利科技型企业集中管理,便于投资者更好识别风险,更好保护投资者合法 权益。 在资本市场融资环境更加宽松的前提下,或许可以预见,科创板覆盖的核心产业可能将不仅仅局限于传 统的信息技术领域,AI应用、可控核聚变、智能汽车等产业将来有望占据更多的分量。而在这一过程 中,任何"硬科技"细分领域的突破,都不会被科创综指这样的成分股纳入机制所错过。 6月18日,中国证监会负责人在2025陆家嘴论坛上表示,发挥多层次资本市场枢纽功能,推动科技创新 和产业创新融合发展",将更好发挥科创板 "试验田" 作用,加力推出进 ...
中国汽车新局面
集思录· 2025-06-18 14:11
承不承认中国的汽车颜值越来越高了,价格越来越低了,质量越来越好了,功能越来越全 了,把外资车企打得开始亏钱了,国外拓展越来越有竞争力了?开个赛力斯不比宝马掉价 了?开个速7感觉也很拉风了? 目前市场严重低估了中国造车新势力的力量和前景,小米会成为一家成功的公司,不要提科 技含量不够,科技含量足够的不一定能存活,苹果也是靠借鉴起家的!市场可以给新势力各 种白眼,但都挡不住企业发展的洪流,新能源替代燃油车,智驾车替代传统车 ! 孔曼子 比起国产汽车股,我更看好国产轮胎股,但还在等待更好的买入机会。 首先相同的一点是,如果国产汽车能打败外资车企走向世界的话,那国产轮胎显然也能。 国 产轮胎走出国门远比国产汽车容易,看看近年来全球轮胎市场份额的变化就知道了。 轮胎股和汽车股不同的几点: 轮胎股近期跌幅不小,汽车股近期涨幅不小; 轮胎股估值低分红高,汽车股估值高分红低; 轮胎股竞争格局基本明朗,汽车股竞争格局还不分明; 国产汽车股主要优势在家用电车市场,油电氢能轿车卡车都得用轮胎…… 算了不多说了,毕竟我还没有买呢。 fanjinlong 浩瀚红鹰 电车取代的油车是大势所趋,毫无疑问。 有一个亲戚是卖油车的,天天说电车 ...
深圳一车辆高速失控引关注!奔驰回应了
Nan Fang Du Shi Bao· 2025-06-18 11:24
近日 有关深圳一奔驰车在高速公路上 通过软件远程遥控熄火,险遭失控一事 引发广泛关注 戳链接回顾详情 突然命悬一线!深圳奔驰车高速上失控,多次熄火!竟是前车主"劫车" 据悉,该事件系被告人以车抵债后,先用手机遥控启动车辆、实施盗窃,后又远程操控正在行驶的车辆。最终,龙岗 法院依法决定对其执行有期徒刑四年,并处罚金人民币六千元,该案判决已生效。 不过,针对"通过软件远程遥控行驶中车辆险遭失控"一事,南都记者向奔驰方面进行了询问,其回应表示—— "梅赛德斯-奔驰品牌车辆的所有远程控制功能均须通过车辆信息与车主个人信息匹配,并通过车主本人授权及严格后 台认证后才可激活使用。车辆在静止状态下,原厂配置的远程遥控功能仅可实现车门解锁、发动机预启动、空调预启 动等远程操作。而预启动车辆只有在检测到物理钥匙或经授权的数字钥匙后,才能实现上路行驶。另外,奔驰车辆在 行驶状态下,原厂配置的所有远程遥控功能均不可使用。所以,行驶中的奔驰车辆无法进行遥控熄火。" 知名汽车KOL袁启聪分析认为,"99.99%的概率,就是前车主,在抵押自己的车给债主之前,自己加装的装置,因为 目前为止,中国境内,没有一款奔驰原厂App有这个所谓的'行 ...
2026款零跑C16上市开启家庭出行新选择 70余项升级引领家用SUV“顶配平权”新风尚
本报讯 (记者刘钊)6月18日,浙江零跑科技股份有限公司(以下简称"零跑汽车")正式宣布2026款零 跑C16正式上市,并开启全国交付。新车定位为"超舒适智能长续航SUV",在延续2024款车型优势的基 础上,推出了"冠军6座"与"全新5座"双版本,以超过70项的升级和超过2.5万元的价值提升,为家庭用 户带来前所未有的全场景出行体验。 (公司供图) 智能体验方面,2026款零跑C16标配了高通骁龙SA8295P智能座舱芯片,并升级了Leapmotor OS 4.0 Plus 操作系统,实现了"可见即可说"的拟人化交互体验。新车还引入了DeepSeek+通义千问双AI语音大模 型,支持连续对话、方言识别及多模态指令理解,响应速度显著提升。此外,新车还配备了柏林之声同 款声乐单元和21个高品质PSS扬声器与7.1.4杜比全景声系统组合,通过AI算法智能调音,打造出"音乐 厅级"的听觉享受。 在安全性能方面,2026款零跑C16以"堡垒级"防护理念打造高强度安全架构,采用CTC2.0车身电池一体 式骨架结构设计,关键部位采用最高强度达2000Mpa的核潜艇级热成型钢。新车在中保研C-IASI安全测 试中斩获三项核 ...
欧冶半导体完成亿元人民币B3轮融资 舜宇产投领投
6月18日,欧冶半导体宣布,公司已完成亿元人民币B3轮融资。本轮融资由光学龙头企业舜宇光学科技 旗下舜宇产业基金战略领投,合肥高投、老股东太极华青佩诚共同参与。这是继B2轮后,欧冶半导体 本年内公布完成的新一轮融资,将进一步巩固公司在智能汽车第三代E/E架构SoC芯片及解决方案领域 的领先地位。 据公开资料,舜宇光学科技是全球领先的综合光学零件及产品制造商,在多个领域拥有深厚的行业积累 和广泛的市场布局。 欧冶半导体成立于2021年,由创始团队和国投招商共同发起设立。公司是国内首家聚焦智能汽车第三代 E/E架构的SoC芯片及解决方案商。欧冶半导体围绕智能汽车第三代电子电气构架,提供系统级、系列 化芯片及解决方案,旗下龙泉系列产品覆盖智能汽车端侧智能部件(CMS后视镜/智能车灯等)、智能 区域处理器(ZCU)和行泊一体中央计算单元的芯片需求,同时具备业界的智能算法,和灵活分层交付 的软件及解决方案,极大降低客户新产品和新特性的开发成本,缩短上车时间。公司还曾获评福布斯 2023中国独角兽企业。 从最新产品动态来看,2025年上海车展期间,欧冶半导体曾携手舜宇光学科技等产业链伙伴共同发布了 极致体验的AI CMS ...
深化战略合作伙伴关系,江淮汽车与华为签约
Guan Cha Zhe Wang· 2025-06-18 04:33
【文/观察者网 潘昱辰 编辑/高莘】6月17日,江汽集团与华为技术有限公司宣布在合肥签署战略合作协 议,深化战略合作伙伴关系。双方将在智能汽车解决方案、企业数智化转型、企业绿色低碳化转型等领 域开展全面合作,共同推动汽车产业的电动化、智能化和网联化发展。 江汽集团控股公司党委书记、董事长、总经理项兴初,华为轮值董事长徐直军共同见证签约。江汽集团 股份公司副总经理宋华与华为安徽代表处总经理丁肇一代表双方签约。江汽集团控股公司董事、股份公 司党委副书记、总经理李明,深圳引望智能技术有限公司CEO靳玉志,以及其他相关领导出席活动。 根据协议,双方将在现有良好的合作背景下,进一步推动华为智能汽车解决方案在江汽集团车型平台上 搭载应用,包括但不限于辅助智能驾驶、智能座舱、智能车控、智能车云、智能车载光、车载通讯等产 品领域;依托华为在AI领域及通信技术上的先进能力与实践,数据治理和数据要素流通的全流程经 验,通过数智化转型合作,助力江汽集团在研发、制造、供应链、销售、服务等多场景的AI智能化应 用,促进江汽集团业务数据流通全流程跟踪追溯和数据驱动的智能经营决策;通过加强双方在清洁能源 和能源数字化、充电基础设施、绿色数 ...
盘前必读丨陆家嘴论坛今日开幕;京东方A拟收购彩虹光电30%股权
Di Yi Cai Jing· 2025-06-17 23:30
机构称,5月多项经济指标均有改善,消费增速大幅回升。指数在修复过程中遇阻震荡整固,缩量背景下市场板块的轮动速度依然较快,结构性机会明显。 【财经日历】 2025陆家嘴论坛; 中概股普遍走软,纳斯达克中国金龙指数下跌1.77%,其中禾赛科技重挫逾6%,文远知行、理想汽车、腾讯音乐等跌幅居前。 大宗商品市场方面,中东风险助推油价强劲反弹。WTI原油期货上涨4.3%,报每桶73.27美元;布伦特原油涨4.4%,至76.45美元。黄金承压回调,COMEX 黄金期货收跌0.3%,报3406.9美元/盎司。 ►►国家外汇管理局副局长、新闻发言人李斌就2025年5月外汇市场形势答记者问:5月份,境内外汇供求总体平衡,外汇市场运行平稳。一是跨境资金延续 净流入。5月份企业、个人等非银行部门跨境资金净流入330亿美元。其中,货物贸易资金净流入保持在较高水平,外资增持境内股票较上月进一步增加,服 务贸易、外商投资企业分红派息、对外直接投资等资金净流出总体保持稳定。二是市场预期平稳。5月份银行结售汇转为顺差。企业、个人等结汇意愿稳 定,购汇需求回落,市场交易理性有序。当前我国经济保持总体平稳、稳中有进发展态势,将继续为外汇市场稳健 ...
定位高性能豪华SUV,7月上市!雷军:小米YU7留资量是SU7三倍,很多用户都在期待【附新能源汽车行业市场分析】
Qian Zhan Wang· 2025-06-17 10:35
Core Insights - Xiaomi's upcoming electric vehicle, the YU7, has generated significant user interest, with pre-registration numbers three times that of the SU7 during its tech release [2][3] - The YU7 is positioned as a high-end electric SUV, featuring advanced technology and luxurious configurations, and is expected to be priced competitively against models like the Tesla Model Y [3][4] - Since its entry into the electric vehicle market in 2021, Xiaomi has rapidly established itself, achieving a cumulative order volume of 248,000 vehicles within nine months of launching its automotive business [4] Market Position and Strategy - Xiaomi's automotive strategy involves a comprehensive approach, including investments in startups, in-house research and development, and deep collaborations with suppliers to build a complete ecosystem for smart vehicles [4] - The company has invested 105 billion yuan in its automotive venture, with plans to increase this to over 30 billion yuan by 2025, emphasizing the importance of substantial investment in technology and product development [8] Industry Context - The Chinese electric vehicle market is experiencing unprecedented growth, with production reaching 12.888 million units in 2024, a year-on-year increase of 34.4% [5] - The overall automotive market in China is expected to show steady progress, with the penetration of electric vehicles in both passenger and commercial segments becoming more normalized [8]
因FSD服务无法使用,女车主把特斯拉告上法庭
Ju Chao Zi Xun· 2025-06-17 03:51
Core Viewpoint - A Tesla Model 3 owner has filed a lawsuit against Tesla due to the inability to use the Full Self-Driving (FSD) service, raising significant public concern about consumer rights and corporate transparency in the automotive industry [2][4]. Group 1: Incident Overview - In 2021, the owner purchased a Tesla Model 3 and added the FSD service for 64,000 yuan, based on assurances from Tesla sales personnel that the service would be available in China after software updates [3]. - By February 2025, Tesla announced that FSD was enabled in China, but the owner's Model 3 did not receive the necessary software update due to hardware limitations (HW3.0 system) [3]. Group 2: Consumer Allegations - The owner accuses Tesla of misleading consumers by not clearly stating that the Model 3 hardware could not support the FSD service at the time of purchase [4]. - The promotional materials for FSD were criticized for being overly optimistic, failing to adequately inform consumers about potential hardware limitations [4]. Group 3: Consumer Demands - The owner demands a refund for the FSD service or a transfer of the service to her newly purchased Model S Plaid, which does not have FSD [5]. - Tesla's proposed solution only allows for the transfer of FSD service if a new vehicle is ordered within a specific timeframe, which does not meet the owner's needs [5].
机器人热门股五洲新春拟定增不超10亿元 上周董事长带队调研四川一机器人企业
Mei Ri Jing Ji Xin Wen· 2025-06-16 23:24
Core Viewpoint - Wuzhou Xinchun (603667.SH) plans to raise up to 1 billion yuan through a private placement to invest in embodied intelligent robots and core components for automotive intelligence driving [1][2] Group 1: Fundraising and Investment Plans - The company announced a private placement on June 16, aiming to raise no more than 1 billion yuan for projects related to embodied intelligent robots and automotive core component R&D [2] - The total investment for the project is estimated at 1.055 billion yuan, with a construction period of three years, and it aims to produce various components including 980,000 planetary roller screws and 400,000 brake parking system screws annually [2][4] Group 2: Strategic Partnerships and Market Position - Prior to the announcement, the chairman visited a humanoid robot company in Sichuan, exploring potential business and even equity cooperation, although no binding agreements were reached [2][3] - Wuzhou Xinchun focuses on components like screws and bearings for humanoid robots, while the Sichuan company specializes in harmonic reducers and humanoid robot mainframes, indicating a complementary relationship [3][4] Group 3: Market Dynamics and Competitive Landscape - The high-end screw and bearing market in China is dominated by foreign companies, which hold over 90% of the market share, indicating a significant demand gap as domestic companies seek faster and more diverse product offerings [4] - Wuzhou Xinchun has emerged as a leading stock in the robotics sector, with its share price increasing over 120% from January 7 to February 26 this year [4] Group 4: Disclosure Issues and Investor Concerns - The company faced criticism in February for issues related to the disclosure of humanoid robot products, with investors expressing concerns over the sales progress of key components [5] - Despite claims of having production capabilities for screw products, the actual revenue from these products was only about 6.8 million yuan in 2024, representing a negligible impact on overall revenue [5]