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全国技能大赛新赛项集中亮相:盾构技术、智能网联等同台竞技
Zhong Guo Xin Wen Wang· 2025-09-23 05:07
Core Points - The third National Skills Competition is being held in Zhengzhou, focusing on new competition categories such as shield tunneling technology and intelligent connected vehicles [1][3] - A total of 106 competition projects are set, with new categories emphasizing cutting-edge technology, traditional culture, and rural revitalization [3][4] Group 1: New Competition Categories - The shield tunneling technology project is included for the first time, assessing participants' equipment operation, geological parameter settings, and fault diagnosis capabilities [3][4] - The intelligent connected vehicle assembly and maintenance project is also newly established, requiring participants to perform various tasks including equipment assembly, parameter settings, and fault diagnosis in both simulated and real environments [3][4] - The traditional craft category includes a lacquer art project, focusing on the integration of traditional techniques and innovative design [4][5] Group 2: Traditional Projects and Trends - The Chinese cooking (lamb roasting) project is making its debut at the national skills competition, previously being an important project for rural revitalization [6] - Traditional projects have undergone significant changes, such as the introduction of aluminum body repair questions in the vehicle body repair project to align with the trend of lightweight manufacturing [9] - The fashion technology project has reduced the number of questions, now focusing more on women's suit production, while the rail vehicle technology project has incorporated intelligent maintenance techniques [9]
去年北京实现汽车产量114.5万辆,同比增长13%
Xin Jing Bao· 2025-09-23 03:12
2025世界智能网联汽车大会新闻发布会9月23日举行,记者从会上获悉,2024年,北京实现汽车产量 114.5万辆,同比增长13%。今年上半年,北京具备智能辅助驾驶功能(L2级)的乘用车新车渗透率达到 68.3%,超全国平均水平(62.1%)。 上半年,北京具备智能辅助驾驶功能乘用车新车渗透率达到68.3% 加快完善智能网联汽车产业生态。协同天津、河北,建设京津冀智能网联新能源汽车科技生态港,推进 产业链强链补链、科技创新和产业创新融合,合力打造智能时代先进的产业生态。 积极落实国家试点任务。支持企业加快推进试点车型公告准入,做好试点车辆安全运行保障。协同天 津、河北方面,加强"车路云一体化"基础设施建设,创新跨域场景,促进智能网联汽车推广应用。 据北京市经济和信息化局副局长苏国斌介绍,北京汽车产业整体规模稳步提升,电动化、智能化、网联 化加速转型。2024年,北京实现汽车产量114.5万辆,同比增长13%。今年上半年,北京具备智能辅助 驾驶功能(L2级)的乘用车新车渗透率达到68.3%,超全国平均水平(62.1%)。"双智"城市建设实现全市600 平方公里"车路云一体化"基础设施连片覆盖,累计发放测试牌照超 ...
光庭信息:智能座舱方面,公司直接或间接客户包括丰田汽车、极氪汽车、长安汽车、长城汽车等多款车型
Mei Ri Jing Ji Xin Wen· 2025-09-23 01:00
Core Viewpoint - The company, Guangting Information, focuses on the development of automotive electronic software for intelligent connected vehicles, emphasizing its competitive position in the market against major players like Huawei in the autonomous driving and smart cockpit sectors [1]. Group 1: Company Focus and Clients - The company specializes in automotive electronic software services and solutions for both domestic and international OEMs and automotive parts suppliers [1]. - In the smart cockpit segment, the company has direct or indirect clients including Toyota, Zeekr, Changan, Great Wall, Chery, Seres, and GAC Group across multiple vehicle models [1]. - For high-end assisted driving systems, the company's clients include Honda, Zeekr, Great Wall, and Lantu, among other domestic and international OEMs for specific vehicle models [1].
小米汽车的“必修课”迎来大考
Hu Xiu· 2025-09-22 13:35
小米汽车迎来"大考"。 9月19日,小米汽车科技有限公司根据《缺陷汽车产品召回管理条例》和《缺陷汽车产品召回管理条例 实施办法》的要求,向国家市场监督管理总局备案了召回计划。决定自即日起,召回2024年2月6日至 2025年8月30日生产的部分SU7标准版电动汽车,共计116887辆。 召回编号S2025M0149I:涉及XMA7000MBEVR2和XMA7000MBEVR5车型,共计98462辆。召回编号 S2025M0150I:涉及BJ7000MBEVR2车型,共计18425辆。 根据国家市场监督管理总局公布的召回信息,本次召回的原因在于"车辆在L2高速领航辅助驾驶功能开 启的某些情况下,对极端特殊场景的识别、预警或处置可能不足,若驾驶员不及时干预可能会增加碰撞 风险,存在安全隐患。" 此次召回无需返厂维修,通过OTA技术远程推送软件更新,车主无需到店。小米官方表示,此次软件升 级将优化辅助驾驶速度控制策略,新增动态车速功能,提升高速领航辅助功能的连贯性和可靠性。 但值得注意的是,根据国家标准《汽车产品召回编号规则与编号应用》,召回编号中的代码 S 表示安 全缺陷,代码I 代表受调查影响召回。(GB/T ...
汽车周报:科技外溢,智驾与华为有望承接热情-20250922
业 及 产 业 行 业 研 究 / 行 业 点 评 证 券 研 究 报 告 证券分析师 戴文杰 A0230522100006 daiwj@swsresearch.com 樊夏沛 A0230523080004 fanxp@swsresearch.com 联系人 邵翼 (8621)23297818× shaoyi@swsresearch.com 本研究报告仅通过邮件提供给 中庚基金 使用。1 2025 年 09 月 22 日 科技外溢,智驾与华为有望承接热 情 看好 ——2025/9/15-2025/9/19 汽车周报 本期投资提示: 1. 本周事件 1.1 智能辅助驾驶国家标准征求意见稿发布 工信部发布组合驾驶辅助系统强制性国家标准征求意见稿。9 月 17 日,工信部 就《智能网联汽车 组合驾驶辅助系统安全要求》公开征求意见,截止日期为 2025 年 11 月 15 日。该标准参考 UN R171 等国际规范,并结合中国复杂道路场景,明确将 系统分为基础单车道、基础多车道和领航组合三类,泊车组合暂不纳入。 标准构建了系统安全运行的三重保障体系。文件从能力表现、安全保障和使用方 式三方面提出要求,严格限定运行条件 ...
汽车行业周报:L3自动驾驶揭幕,华为合作引领新范式-20250922
Guoyuan Securities· 2025-09-22 08:45
Investment Rating - The report maintains a "Recommended" investment rating for the automotive industry [7] Core Insights - The penetration rate of new energy vehicles is approaching 60%, indicating a deceleration in growth acceleration [2] - The L3 autonomous driving technology is set to enter compliance road testing, with conditional approval for L3 vehicle production [3] - A strategic partnership between BAIC and Huawei aims to invest 20 billion RMB over three years to enhance technology in design, intelligent driving, and safety [4] - The report emphasizes the importance of technological and policy support in driving investment opportunities in the automotive sector [5] Summary by Sections Weekly Market Review - The automotive sector index increased by 2.95% during the week, outperforming the CSI 300 index by 3.39 percentage points [13] - The automotive parts sector saw the highest increase of 5.48% [16] Data Tracking - From September 1-14, 2025, retail sales of passenger vehicles reached 732,000 units, a 4% decrease year-on-year but a 6% increase month-on-month [21] - New energy vehicle retail sales during the same period were 438,000 units, a 6% increase year-on-year, with a penetration rate of 59.8% [21] Industry News - The Ministry of Industry and Information Technology (MIIT) and other departments issued a plan to stabilize growth in the automotive industry, targeting a total vehicle sales volume of approximately 32.3 million units in 2025 [36] - A joint venture between Dongfeng Group and local government aims to develop and sell smart vehicles with a registered capital of 8.47 billion RMB [49] - NIO completed a $1.16 billion equity issuance to fund core technology development for smart electric vehicles [45]
【行业政策】一周要闻回顾(2025年9月15日-9月21日)
乘联分会· 2025-09-22 08:40
点 击 蓝 字 关 注 我 们 本文全文共 2922 字,阅读全文约 10 分钟 公开征求《智能网联汽车 组合驾驶辅助系统安全要求》强制性国家标准的意见 9月17日,工业和信息化部装备工业一司公开征求《智能网联汽车 组合驾驶辅助系统安全要求》强制性国 家标准的意见。 意见称,按照《中华人民共和国标准化法》和《强制性国家标准管理办法》,工业和信息化部装备工业 一司组织全国汽车标准化技术委员会开展了《智能网联汽车 组合驾驶辅助系统安全要求》强制性国家标准的 制定,已形成征求意见稿,现公开征求社会各界意见。征求意见截止日期为2025年11月15日。 《智能网联汽车 组合驾驶辅助系统安全要求》(征求意见稿)的主要内容除前言外包括:范围、规范性 引用文件、术语和定义、领航组合驾驶辅助系统安全要求、基础单车道组合驾驶辅助系统安全要求、基础多车 道组合驾驶辅助系统安全要求、场地试验方法、道路试验方法、用户告知、系统禁用、同一型式判定、实施日 期,共十二章。以及附录A(规范性)安全要求与试验对应表;附录B(规范性)仿真试验可信度评估要求; 附录C(规范性)功能安全和预期功能安全要求;附录D(规范性)功能安全和预期功能安全描述 ...
开源证券每日晨报精选:8月汽车产销保持稳健增长,英伟达入局Robotaxi
9月22日,开源证券发布开源晨会。以下为晨报精选: 【汽车】8月汽车产销保持稳健增长,英伟达入局Robotaxi——行业周报 8月汽车生产275万台同比增11%,新能源汽车生产133万台,同比增23%,渗透率 48%, 燃油车生产142万台,同比增1%;工信部就智能网联汽车组合驾驶辅助相关标准公开征求意 见,针对 单车道、多车道、领航辅助等不同功能,设置了人机交互、功能安全和预期功能 安全、信息安全、数据记录等全 方位安全技术要求,构建了"三重安全保障";全国新能源 汽车销量破4000万辆,产销量连续10年保持全球第一。(邓健全、王镇涛) 【策略】坚持科技,高低切的时机尚未到来——投资策略周报 本轮行情的重要特征:中微观信号频繁,但宏观预期并未显著变化 。近期,在中枢抬 升的过程中,A股市场呈现显著的"增量市"特征,成交额放大与资金活跃度提升成为 核心标 志。同时本轮居民更多通过ETF入市,带来了和历史上的"指数牛"不同的特征:①ETF的流 入强化"龙 头"风格,尤其是ETF权重股重要性提升,对微盘股造成虹吸;②ETF被动配置, 缺乏主动基金经理填"估值坑", 导致本轮牛市行业之间的涨幅差异扩大,赚钱效应更集 ...
车企疯狂“下饺子”,结果它才是“主菜”
3 6 Ke· 2025-09-21 23:28
"都知道今年卷,没想到这么卷。" 此刻,用这样一句话,来形容中国车市,无疑显得颇为恰当。随着所谓"金九银十"的正式袭来,以及新能源车购置税政策的退坡在即,刚刚过去的一周, 各家主机厂可以说都在疯狂出牌。 粗略统计,包含改款在内,短短七天整个大盘涌现出了十几位新选手。从自主品牌,到合资品牌,纷纷不停地"下饺子",试图用更为密集的筹码,博得一 个留在牌桌上的机会。 但即便剧情如此精彩,我心中的"主菜"却不是它们。 相比之下,工业和信息化部装备工业一司发布的"公开征求《智能网联汽车组合驾驶辅助系统安全要求》强制性国家标准的意见",才真正让人感觉重磅。 众所周知,2025本来被认为是辅助驾驶普及元年,可因为一些突然袭来的"黑天鹅"事件,整个板块却被狠狠泼了一盆凉水,不得不渐渐把发展的速度放 缓。 望向更深处,乱象百出的背后,其实还是长期缺乏明确的法规与制度,进行限制与约束,才会造成辅助驾驶的夸张营销与野蛮生长。 千呼万唤始出来,终于迎来了"紧箍咒"。 | 政务公开 | | --- | | 新闻发布 | | 组织机构 | | 首页 | | 政务服务 互动交流 工信数据 | 譬如,组合驾驶辅助系统(2级驾驶自动化系统) ...
雷军的小米汽车成功了,任正非为啥不造车?事实证明,“华为不造车”的决策很正确:任总真是太有战略远见了
Sou Hu Cai Jing· 2025-09-21 02:16
Core Viewpoint - The article discusses the strategic decisions of companies like Xiaomi and Huawei regarding car manufacturing, emphasizing the importance of focusing on core competencies and collaboration in the automotive industry. Group 1: Xiaomi's Strategy - Xiaomi's decision to enter the automotive market is driven by the desire for control over the supply chain and profit margins, similar to its approach with private label products [1] - Xiaomi's brand strength and the personal branding of its founder, Lei Jun, enhance its marketing effectiveness in the automotive sector [1] - The company is committed to a holistic ecosystem involving vehicles, homes, and technology, positioning itself firmly in the automotive market [1] Group 2: Huawei's Strategic Choice - Huawei has chosen not to manufacture cars but to assist existing car manufacturers, focusing on its strengths in ICT infrastructure and smart terminal technology [2][3] - The decision was made after internal debates, leading to a clear strategy of not entering the car manufacturing space, which Huawei's management believes is essential for maintaining focus on its core mission [3] - Huawei's strategy has proven effective, as evidenced by the growing number of partnerships with various automotive companies [5] Group 3: Collaboration and Ecosystem - The shift in perception among automotive companies from skepticism to eagerness to collaborate with Huawei is attributed to its clear strategic direction and the success of its products like the AITO series [7] - Huawei's three collaboration models with car manufacturers include component supply, the Huawei Inside (HI) model, and the innovative HarmonyOS-based smart vehicle model, which has gained traction among several automakers [8] - The company's approach of not competing directly with car manufacturers but rather supporting them has fostered a cooperative environment, allowing for mutual growth [10] Group 4: Industry Impact - Huawei's focus on becoming a supplier of incremental components for smart connected vehicles has created significant value in the automotive industry, igniting advancements in intelligent driving technology [10] - The article suggests that the scale of smart connected vehicles in the AI era could surpass that of smartphones, indicating a transformative shift in the automotive landscape [10]