华安鑫创(300928.SZ)公告称，公司及控股子公司自2024年8月2日至公告披露日合计收到项目定点通知6 个，涉及11款不同规格尺寸的产品，分别应用于中控、仪表及HUD等领域，预计项目周期为3年至5年 不等。在 智能座舱终端市场拓展方面，公司收到来自三一 重卡、 北汽集团、北汽福田及 长城汽车间接 全资子公司的定点通知，确认公司为其平台项目提供显示系统终端的开发和配套。这表明公司一体化设 计开发、全链条生产制造能力得到更多头部主流车厂的认可，如后续订单顺利转化，预计将对公司经营 业绩产生积极影响。 ...

4月24日，黑龙江天有为电子股份有限公司（股票代码：603202 简称：天有为）成功在上交所主板上市。招股书 显示，天有为主要从事汽车仪表的研发设计、生产、销售和服务，通过不断地研发创新，公司产品结构持续优 化，加速向智能座舱领域拓展，目前已成为国产汽车电子细分领域的代表性企业之一。 国产汽车仪表领先者，产品市占率位居前列 汽车电子是车身电子控制系统和车载电子系统的总称，对整车制造具有重要意义。上世纪70年代，汽车电子成 本在整车成本中的占比仅为3%，而到2015年，这一比例已增长至约40%，预计到2025年将达到60%。 仪表盘是汽车电子的重要组成部分之一，是集成了多种显示和指示信息的关键组件。 但目前国内汽车电子市场主要被外企占据，汽车仪表市场也不例外，根据盖世汽车研究院和平安证券的数据， 2020年国内液晶仪表市场中，博世、电装、大陆等企业合计占据约67%的市场份额，本土企业市场份额只占 33%。 自2003年成立以来，天有为聚焦汽车仪表行业，并在长期的发展中具备了为汽车整车厂商同步研发及批量供货 能力。当前公司产品已覆盖中外多家头部整车厂商及汽车零部件供应商，主要包括现代汽车集团、比亚迪、长 安汽车、 ...

2025年4月23日，第二十一届上海国际汽车工业展览会启幕，奥迪携双品牌以及与两大本土合作伙伴中国一汽和上汽集团联合呈现19款车型阵 奥迪表示，这些车型将助力品牌在全球及本土市场跃居电动化潮流前沿，同时巩固其在传统燃油车领域的领先地位。奥迪股份公司管理董事会主席高德 诺（Gernot Döllner）指出："通过在上海发布的全新纯电动及燃油车型，我们将积极引领中国电动出行市场与燃油车市场的同步发展。" 容，包括奥迪A5L、奥迪A5L Sportback、奥迪Q5L、奥迪A6L e-tron以及奥迪E5 Sportback。 奥迪重磅首发五款新车型 在奥迪展台上，五款全新量产车型成为瞩目焦点。基于PPE豪华纯电动平台、PPC豪华燃油车平台及智能数字平台（Advanced Digitized Platform）打 造，新一代奥迪智能网联车型将纯正奥迪基因与中国本土化需求完美融合。这些专为中国市场研发的车型搭载高级组合驾驶辅助技术，显著提升辅助驾驶的 舒适性与安全性。新一代智能座舱提供全方位定制化数字体验，包括通过奥迪MMI全景显示屏与副驾娱乐屏实现的尖端人机交互与互联功能。奥迪方面 称，所有首发车型将于未来数月内 ...

据了解，Banma Hypervisor是国内首个通过ISO 26262产品功能安全ASIL-D最高等级认证、且支持舱驾 一体的虚拟化产品，具备安全性、实时性、高性能、低延时等优势。Banma Hypervisor支持CPU、GPU 等计算资源动态调度，可让系统性能发挥到极致，同时兼容多系统应用及Unity等第三方3D引擎。 为老用户带来新体验，斑马智行联合紫光展锐推出"斑马AI BOX" 4月24日，上海车展期间，紫光展锐发布新一代旗舰级智能座舱芯片平台A8880，斑马智行与紫光展锐 在前期战略合作基础上宣布，共建"芯片+OS"软件基线，基于Banma Hypervisor推出支持Linux+Android 应用生态的智能座舱方案，全面助力汽车座舱智能化迈向新征程。 芯片+OS深度协同，虚拟端计算效能提升20%以上 紫光展锐最新发布的全新一代旗舰级智能座舱芯片平台A8880，在智能算力、扩展接口、解决方案等方 面进行了全面升级。 据介绍，平台搭载ARM最新架构，CPU性能相较上一代提升3倍，GPU性能提升6倍，NPU性能提升8 倍。同时A8880配备专业音响级音频DSP，性能同比提升8倍。这些显著的性能提升 ...

Core Viewpoint - Tianyouwei Electronics Co., Ltd. has successfully entered the capital market with its IPO, achieving a high issuance price and significant market capitalization, reflecting its strong performance and growth potential in the automotive electronics sector [1][10]. Company Overview - Tianyouwei is a leading player in the automotive electronics instrument sector in China, recently listed on the Shanghai Stock Exchange with an issuance price of 93.5 yuan per share, the highest for new stocks in the A-share market this year [1]. - The company reported revenues of 19.72 billion yuan, 34.37 billion yuan, and 44.65 billion yuan for 2022 to 2024, with net profits of 3.97 billion yuan, 8.43 billion yuan, and 11.36 billion yuan respectively, indicating significant growth [1]. Market Position - Tianyouwei has established partnerships with numerous well-known automotive manufacturers, including Hyundai, BYD, and Changan, and has seen its domestic market share increase from 9.78% in 2022 to 12.16% in 2024 [2]. - The company’s international sales revenue as a percentage of main business income has grown from 47.06% in 2022 to 53.60% in 2024, with global market share increasing from 3.71% in 2021 to 5.31% in 2023 [2]. Technological Development - The company has invested heavily in R&D, with expenditures rising from 84.58 million yuan in 2022 to 163.57 million yuan in 2024, and has built a strong team of 1,220 R&D personnel [4][5]. - Tianyouwei has developed 134 domestic patents and has achieved significant technological advancements, including a complete design process from microcontroller architecture to full LCD instruments [5]. Cost Management - The company benefits from lower land and labor costs in its production base in Heilongjiang Province, which helps reduce overall production costs and expand profit margins [6]. Industry Trends - The automotive electronics market in China is projected to grow from 110.4 billion USD in 2021 to 148.6 billion USD by 2026, with the automotive instrument market expected to reach 32 billion yuan by 2025 [7][9]. - The shift towards smart cockpits and the integration of IT and AI technologies in vehicles is anticipated to drive further growth in the automotive electronics sector, with the smart cockpit market expected to exceed 160 billion yuan by 2030 [9]. Future Plans - The company plans to use over 3.5 billion yuan raised from its IPO to invest in five major projects, including the construction of a smart cockpit production base [10][11].

Group 1 - The core viewpoint of the articles is the strategic partnership between Baolong Technology and Junlian Zhixing, which aims to enhance collaboration in the fields of intelligent assisted driving and smart cockpits [2][4][5] - The collaboration is expected to significantly improve supply chain efficiency and accelerate the research and application of new technologies, enabling manufacturers to bring advanced and reliable smart vehicle products to market faster [4] - Junlian Zhixing, a subsidiary of Joyson Electronics, has over 20 years of experience as a first-tier supplier to global OEMs, collaborating with renowned automotive brands such as Volkswagen, Audi, BMW, NIO, and HiPhi [4][5] Group 2 - Baolong Technology is a global supplier of intelligent and lightweight technology solutions for the automotive industry, with a presence in China, North America, and Europe, including 9 production parks, 19 factories, and 11 R&D centers [5] - The partnership will focus on L2 to L4 level assisted driving and smart cockpit areas, leveraging each company's strengths to achieve resource sharing and complementary advantages [5] - The strategic cooperation is seen as a strong alliance in technology and market, aiming to transform the smart automotive industry and provide users with a more intelligent, safe, and personalized travel experience [5]

Core Insights - The 2025 Shanghai Auto Show showcased Joyson Electronics' commitment to innovation in automotive technology, emphasizing their new immersive smart cockpit solution, JoySpace+, and various key components for robotics and energy management [1][2][4] Group 1: Company Overview - Joyson Electronics aims to leverage a global perspective to enhance its future growth, with a projected revenue exceeding 55.8 billion yuan in 2024 and over 60% of its business coming from overseas [1] - The company has secured over 80 billion yuan in new orders, indicating strong market demand and confidence in its product offerings [1] Group 2: JoySpace+ Smart Cockpit - JoySpace+ integrates multiple innovative technologies to provide an immersive and personalized driving experience, combining visual, auditory, tactile, and voice interactions [2][3] - The cockpit features user-defined controls, a foldable steering wheel, and advanced safety technologies, enhancing both user experience and driving safety [2][3] Group 3: Robotics and Key Components - Joyson Electronics is expanding into the robotics sector, focusing on innovative key components and intelligent data training, positioning itself as a "Tier 1" supplier in the automotive and robotics industries [4][8] - The company introduced several robotics components, including a power battery management system and sensor kits, showcasing its technological advancements in this field [4][7] Group 4: Automotive Safety Innovations - Joyson Electronics presented new safety products, including an adaptive electric seatbelt and a driver monitoring system, aimed at enhancing vehicle safety in response to the rise of assisted driving technologies [10][11] - The company emphasizes a three-tiered safety approach, integrating physical, data, and ecological defenses to ensure the safety of global families during travel [10][11] Group 5: Future Mobility Solutions - The company is addressing the evolving needs of automotive electronics by introducing advanced computing units and controllers that simplify vehicle architecture and enhance performance [9][10] - Joyson Electronics is also focusing on electric vehicle solutions, showcasing a comprehensive range of energy management systems and power electronics [10]

博泰车联网与高通深化合作 基于骁龙座舱平台至尊版打造新一代智能座舱解决方案 智通财经4月23日电，博泰车联网今日宣布扩展与高通技术公司的合作，打造搭载骁龙®座舱平台至尊 版的新一代智能座舱解决方案。结合博泰在智能座舱软硬件开发领域的深厚积累，以及骁龙座舱平台至 尊版（QAM8397P）提供的先进AI能力、卓越计算性能和高清图形功能，博泰全新座舱解决方案将助力 全球车企提供面向中央计算架构的顶级智能座舱产品，提供高性能、高扩展性和安全性的智能座舱解决 方案。 ...

Core Insights - Tianyouwei (603202) is officially listed on the Shanghai Stock Exchange, marking a significant milestone for the company as it aims to strengthen its position in the automotive electronics sector and expand its global footprint [1] Company Overview - Tianyouwei specializes in the research, production, and sales of automotive instruments and related smart cockpit products, including electronic combination instruments and full LCD combination instruments [1] - The company has established a robust capability in product development, system integration, mass supply, and after-sales service, enabling it to provide synchronized development and customized support for global automotive manufacturers [1] International Market Presence - Tianyouwei has formed partnerships with several globally recognized clients, including Hyundai Motor Group, and has achieved significant sales growth in international markets [2] - The company's export revenue has shown a rapid increase, with figures of 924.72 million, 1,625.35 million, and 2,383.54 million yuan, representing 47.06%, 47.47%, and 53.60% of its main business revenue respectively [2] - The growth in export revenue is attributed to high-value products supplied to clients like Hyundai, which have performed well in overseas markets [2] Technological Advancements - The company has reached international mainstream standards for some core products and has made breakthroughs in optical bonding, integrated dual-screen modules, and composite display technology, enhancing its competitiveness in high-end cockpit applications [3] - As of the end of 2024, Tianyouwei holds 134 domestic patents, including 52 invention patents, and has one international patent, which supports its rapid response to domestic customer needs and international business expansion [3] Research and Development Capabilities - Tianyouwei has established three major R&D institutions in Suifenhe, Harbin, and Dalian, along with an EMC laboratory, creating a comprehensive R&D system covering hardware development, software design, prototype testing, and reliability verification [3] - The company can achieve synchronized collaboration and rapid response for overseas clients during the development of new vehicle cockpit systems [3] Strategic Outlook - With the global automotive industry accelerating towards intelligence and digitalization, Tianyouwei is integrating into the global smart cockpit supply chain, supported by its solid technological foundation and reliable mass delivery capabilities [3] - The IPO is expected to inject capital into the company's business expansion and serve as an important milestone in its international journey [3]

中国新能源汽车市场走势 中国新能源汽车市场，2025年3月销售123.7万辆，环比增长38.7%，同比增长40.2%，渗透率达到 42.4%，渗透率维持较高水平。其中新能源乘用车销售115.8万辆，环比增长37.3%；新能源商用车 本文全文共 2217 字，阅读全文约需 7 分钟 点 击 蓝 字 关 注 我 们 销售7.9万辆，环比增长63.0%，同比增长56.3% 。 目前自主品牌在高端/中端/低端市场同时发力。10万元以下已经成为新产品的一大重要门槛，此前零 跑B10预售价在十万以上，随着新车正式上市，定价也划在了9.98万起。比亚迪唐L/汉L将大马力/兆 瓦闪充技术直接下放。多款大型新能源SUV也在陆续上市，同时关税政策也导致部分合资豪华车进 口受阻，未来高端汽车市场格局也将发生重大变化 。 中国新能源汽车市场结构 2025年3月，新能源轿车占比43.9%，比去年同期下滑3.1个百分点。新能源SUV份额达到45.1%，份 额较同期增长1.2个百分点。2025年3月，本期各车型同比继续增长。乘用车部分，节后多款新车上 市，同时置换补贴已于年初发布，各家企业也纷纷推出一口价政策。推动销量持续增长。商用车部 ...