Core Insights - The company, Wan'an Technology, and its parent company, Wan'an Group, engaged in a specific investor survey to discuss key topics such as aluminum-magnesium alloy product layout, wireless charging project progress, convertible bond issuance plans, performance growth points, and cost control measures [1] Group 1: Business Layout and Project Progress - The aluminum-magnesium alloy business is focused on lightweight chassis components, primarily aluminum alloy products, which are crucial for the new energy vehicle (NEV) sector, with key products like aluminum alloy subframes and fixed calipers already integrated into the supply chains of leading NEV manufacturers such as Leap Motor, NIO, and Xiaomi [2] - The wireless charging project by the subsidiary Yichuang Zhilian has achieved multi-scenario deployment, including passenger vehicles and low-speed unmanned vehicles, with a commercial progress in the low-speed unmanned vehicle sector and partnerships established with companies like Huzhou Columbus and Yingfeng Environment. The wireless charging efficiency in passenger vehicles reaches 92%-93%, leading the industry [3] - The company’s subsidiary Hengchuang Zhixing is set to start small-scale production of electronic mechanical brake systems (EMB) for passenger vehicles in 2026, following the implementation of new regulations. This product is expected to enhance safety and reduce weight, becoming a significant growth driver for the company [4] Group 2: Financial Planning and Cost Control - The company has successfully issued the first phase of convertible bonds and plans to initiate the second phase after the first phase's completion to optimize its capital structure and support business expansion [5] - To mitigate the impact of rising raw material costs, the company is implementing various cost control measures, including procurement cost reduction, product structure optimization, and price linkage mechanisms to ensure stable profitability [6] Group 3: Future Strategy - The company aims to focus on automotive electronic control systems as its core development direction, continuing to advance the marketization of aluminum alloy lightweight components and intelligent driving projects, leveraging existing customer resources and technological accumulation for steady growth [7]

资料显示，广州信邦智能装备股份有限公司位于广东省广州市花都区汽车城车城大道北侧，成立日期 2005年7月18日，上市日期2022年6月29日，公司主营业务涉及汽车智能化、自动化生产线及成套装备等 的设计、研发、制造、装配和销售。主营业务收入构成为：工业自动化集成项目61.61%，智能化生产 装置及配件33.45%，技术服务及其他4.94%。 从信邦智能十大流通股东角度 数据显示，天弘基金旗下1只基金位居信邦智能十大流通股东。天弘中证机器人ETF（159770）三季度 新进十大流通股东，持有股数48.75万股，占流通股的比例为0.44%。根据测算，今日浮亏损失约20.96 万元。 天弘中证机器人ETF（159770）成立日期2021年10月26日，最新规模90.78亿。今年以来收益31.8%，同 类排名1623/4189；近一年收益27.34%，同类排名1798/4188；成立以来收益5.97%。 天弘中证机器人ETF（159770）基金经理为刘笑明、祁世超。 截至发稿，刘笑明累计任职时间7年98天，现任基金资产总规模198.94亿元，任职期间最佳基金回报 70.25%， 任职期间最差基金回报-46.54%。 ...

Core Viewpoint - The automotive PCB industry is experiencing significant growth driven by the increasing demand for electric and smart vehicles, with a projected market size increase from $6.457 billion in 2020 to $9.195 billion in 2024, reflecting a compound annual growth rate (CAGR) of 9.2% [8][9]. Group 1: Automotive PCB Industry Overview - PCBs are essential in various sectors, including automotive, consumer electronics, industrial, medical, and military applications, with automotive PCBs playing a crucial role [1][3]. - Automotive PCBs must exhibit excellent electrical performance and reliability, requiring rigorous testing under extreme conditions [1][6]. - The automotive PCB market is characterized by a competitive landscape where international giants dominate high-end segments while Chinese companies focus on mid-range markets [9][10]. Group 2: Market Dynamics - The global automotive PCB market is expected to grow to $9.712 billion by 2025, with a year-on-year increase of 5.6% [8]. - In China, the automotive PCB market is projected to reach approximately 22.27 billion yuan in 2024, marking a 4.3% year-on-year growth [8]. - The rise of electric vehicles (EVs) is significantly increasing the PCB usage per vehicle, with the value of PCBs in EVs exceeding 2,000 yuan per vehicle due to additional components like BMS and MCU [8][9]. Group 3: Competitive Landscape - Major competitors in the automotive PCB sector include companies such as Chaoying Electronics, Shennan Circuit, Jingwang Electronics, and Huitian Technology, with market shares of 3.7%, 2.3%, and 4.1% for Huitian Technology, Jinlu Electronics, and Chaoying Electronics respectively in 2024 [9][10]. - The industry is witnessing a shift where local companies are making breakthroughs in core application scenarios, challenging the dominance of international firms in high-frequency PCB segments [9][10]. Group 4: Industry Trends - The demand for automotive PCBs is expected to grow steadily, driven by the increasing penetration of electric vehicles and advancements in automotive electrification, intelligence, and connectivity [10]. - There is a trend towards upgrading from traditional six-layer PCBs to more complex HDI and high-temperature resistant boards, reflecting the rising complexity and performance requirements in automotive applications [10].

智通财经APP获悉，群智咨询发文称，全球车载CIS需求持续保持上升趋势，2025年预计整体需求突破4.6亿颗，同比增长 21%。未来2~3年仍将维持高速增长模式，主要驱动因素包含以下两点：①汽车智能化普及与智能辅助驾驶L2向L3跨越带动 的产业升级浪潮；②全球主要汽车市场范围舱内监控系统强制法规的落地实施。车载CIS与SerDes的集成式方案凭借多维度 技术优势，已成为突破现有产业瓶颈的重要方向，将主导下一阶段市场竞争的核心格局。 随着全球汽车产业加速迈入智能化转型深水区，车载图像传感器(CIS)作为智能驾驶感知系统的核心视觉组件，其市场需求 正呈现指数级增长态势。当前，车载CIS行业正处于政策驱动与技术迭代的双重红利期，市场格局与技术路线均面临深刻变 革。 全球车载CIS需求持续保持上升趋势，智能辅助驾驶L2向L3跨越带动产业升级浪潮 根据群智咨询(Sigmaintell)《全球车载图像传感器发展趋势深度调研报告》显示，全球车载CIS需求量的持续飙升，是汽车智 能化进程加速与安全法规日趋严格共同作用的必然结果，而未来2-3年的增长动能将高度集中于ADAS等级升级与舱内监控 强标落地两大核心变量。从ADAS等 ...

摘要： 首月订单10432台，环比增长300%，七成消费者选择高配车型——当传统燃油车搭载鸿蒙智能座舱，市 场给出了超出预期的回应。 凤凰网科技《凤凰车研所》出品 2025年，在竞争白热化的汽车市场中，一款经典燃油车实现了令人瞩目的市场突破。日产天籁在搭载鸿 蒙座舱5后，首月销量即达到10432台，环比实现300%的增长。这一现象级表现背后，是鸿蒙智能座舱 为传统燃油车带来的价值重塑。 这场市场逆袭的起点在于2023年11月21日的广州车展。日产在此正式推出全球首款全系标配鸿蒙座舱5 的燃油车——天籁.鸿蒙座舱。该车型上市后，销量曲线呈现陡峭上升态势，清晰表明鸿蒙座舱的搭载 成为推动市场表现飞跃的核心变量。 价值跃升：从市场平移到价值引领 多屏无缝流转功能通过"一碰即连"的便捷操作，实现手机、手表等设备与车机的生态协同，使信息与服 务随人而动，彻底打破设备间的交互壁垒。 此外，笑脸抓拍、方言识别等个性化功能，进一步提升了用车体验的愉悦感与便捷性。这些以往仅在前 沿智能车型上才具备的体验，如今通过鸿蒙座舱，让燃油车用户也能享受"零落差"的智能便捷。 感官享受极致塑造 要深入理解鸿蒙座舱为天籁注入的全新价值，两个 ...

Core Insights - Konghui Technology has been awarded the "Innovation Team Award (Components)" by the China Society of Automotive Engineers for 2025, marking a significant recognition of its achievements in the intelligent suspension field and its leadership in core component innovation [1][4][6]. Group 1: Award Significance - The "Innovation Team Award (Components)" was established in 2021 to address the urgent need for core technologies in the automotive industry's electrification and intelligence transformation, recognizing teams that have made significant technological breakthroughs in key components [4]. - This award is given annually to only one team, making it a prestigious honor in the automotive components sector, with previous winners including notable companies like BYD and Horizon Robotics [4]. Group 2: Technological Achievements - Konghui Technology's team has made continuous advancements in intelligent suspension technology, achieving several milestones such as the domestic debut of passenger car air suspension systems in 2021 and overcoming the localization challenges of dual-chamber air springs in 2023 [6]. - In 2025, the team achieved another milestone with the domestic debut of a 48V active stabilizer, enhancing vehicle stability and safety during high-speed cornering, which supports advanced intelligent driving [6]. Group 3: Market Performance - As of November 30, 2025, Konghui Technology has supplied 1.108 million sets of air springs, 199,000 controllers, and 274,000 valve pumps, with a market share of 41.3% for passenger car air spring products in 2024 [6]. - The company has entered the supply chain of a well-known German automotive brand, receiving an A Rating in calibration tests, indicating high international recognition of its quality and technology [6]. Group 4: Industry Impact - The recognition of Konghui Technology reflects the broader breakthroughs in China's automotive industry, particularly in core components, as intelligent suspension systems are crucial for enhancing vehicle handling and comfort [7]. - The company aims to become a pioneer in the global electric control suspension industry and a leader in suspension technology, contributing significantly to the high-quality development of the Chinese automotive sector [7].

记者丨焦文娟 编辑丨吴晓宇 魏牌迎来第八年第十次换帅。长城汽车董事长魏建军清楚，他和他数次更换的团队，都曾陷 入一种"高估能力的幻觉"。 "的的确确做一个品牌，这件事很难讲清楚。"他在一次媒体交流中坦言。自2016年诞生以 来，这个承载着长城乃至中国品牌最早高端化梦想的品牌，始终在摸索属于自己的长久路 径。 构建体系的第一步，往往是找到驾驭体系的人。12月21日长城汽车内部完成了一项关键人事 调整：哈弗品牌总经理赵永坡通过微博宣布，正式兼任魏牌CEO。自2016年诞生以来，魏牌 在八年内迎来了第十任品牌负责人，其更迭频率在业内罕见。 "实际上每一个公司都有高端化的梦想。"魏建军说，但运营一个成功的汽车品牌需要涉及全 链条的复杂体系。 魏牌曾是长城乃至中国品牌冲击高端的先驱，其首款产品VV7在2017年月销一度破万。但随 后因技术路线、产品定义与市场节奏等问题陷入长期低迷。 魏建军说，魏牌的高端化定位没有变化。为了专注做高端，魏牌一改过往策略，将资源全力 押注于"大六座SUV"品类，推出全新蓝山与高山车型，并启动大规模的直营渠道建设。 在品牌与用户关系重塑的同时，长城加速补课智能化。12月22日，长城发布了首款 ...

来源｜硬氪（ID：south-36kr） 封面来源｜企业官网 相比于单阀ADC减振器单一阀控制复原和压缩，双阀ADC减振器将复原和压缩油液分别流到两个阀系，独立控制，降低单一阀的流量压力，允许更精细 的阻尼力曲线设计，双阀系统中，复原和压缩电磁阀可独立快速响应，调节更快速和精准，阻尼力调整范围可达800~9000N。 上市公司投资，是国内首家实现全栈自研ADC系统的国产厂商。 汽车的智能化趋势下，"乘坐易晕车"是电动车的核心痛点。原因是传统机械减振器只能提供固定阻尼，无法适应不同路况和驾驶工况的动态需求。特别是 电动车，由于电池增重600-1000kg，传统悬架系统难平衡其舒适性与操控性，乘员在加减、转弯与路面切换时更易产生不适。 文｜赵思淇 编辑｜袁斯来 硬氪获悉，近日，上海迅铂科技有限公司（简称"迅铂科技"）完成Pre-A轮融资，加上年初完成的天使轮融资，累计金额近亿元人民币。本轮投资方为美 力科技、合创资本、蓝山资本、浦东创投以及华强资本，资金主要用于研发投入、应链优化，以及量产交付产能的提升。 迅铂科技成立于2023年，专注于汽车智能悬架系统核心组件——ADC（自适应阻尼控制）减振器系统的研发、生产与 ...

以下文章来源于硬氪 ，作者赵思淇 硬氪 . 专注全球化、硬科技报道。36kr旗下官方账号。 上市公司投资，是国内首家实现全栈自研ADC系统的国产厂商。 文 ｜ 赵思淇 编辑 ｜ 袁斯来 来源｜ 硬氪（ID：south-36kr） 封面来源 ｜ 企业官网 突破点还有成本控制。创始人刘海珍告诉硬氪，在 "卷配置、降价格"的整车背景下，兼顾产品力和成本成为关键。迅铂科技以核 心部件自研和整车调校闭环为突破口，单个自研电磁阀成本降低30%以上，同时通过系统集成优化和算法补偿，在保证性能的前 提下降低部分机械结构的制造复杂度。此外，公司注重规模化生产带来的成本降低与供应链效率优化，预计年底实现量产。 迅铂科技还描绘着明确的市场规划 ——优先实现3家量产验证能力、深耕3家一线主机厂、开放一种二级供应商合作模式。目 前，公司已获得上汽通用五菱、开沃汽车 、北汽 等多家主机厂项目定点，预计今年四季度到明年二季度陆续投产，订单量纲 40 万台套。同时，其已与多家头部互联网车企开展双阀电控减振器 demo项目合作。 硬氪获悉，近日，上海迅铂科技有限公司（简称 "迅铂科技"）完成Pre-A轮融资，加上年初完成的天使轮融资，累计金额 ...

近日，多位网友在社交媒体平台发文称，位于郑州市中原区大中原国际汽车城的郑州中原保时捷中心突 然"人去楼空"，展厅车辆几乎被清空，销售人员及管理层均无法联系。与此同时，贵阳孟关保时捷中心 也出现了类似情况。 事件曝光后，郑州市中原区商务局于12月24日下午在接受媒体采访时称，相关部门已成立专班介入调查 协调。由于事发突然，目前仍在对接店铺方与消费者核实具体情况。郑州市柳湖派出所工作人员表示， 已了解相关情况，初步判断闭店原因可能为资金链断裂，此类纠纷不属于公安管辖范围，建议消费者通 过法律途径维权。 12月25日，保时捷中国向媒体透露："我们高度关注保时捷授权经销商郑州中原保时捷中心出现经营异 常情况，目前与警方和相关部门在现场核查事实。" 有门店突然"人去楼空" 近日，一份由郑州中原保时捷中心销售顾问发送给客户的《致客户书》在多个车主维权群内流传。根据 该文件描述，12月22日，该门店仍处于正常经营状态，当天还有多位客户顺利提车。然而12月23日早晨 员工到岗时，发现展厅车辆已被清空，公司高层失联，员工事前对此毫不知情。这一突如其来的变故使 得已支付定金的消费者、近期提车但未拿到车辆合格证的车主，以及购买预充 ...