虽然目前产品以本地销售为主，但海南远程已开始积极谋划"出海"战略。 "吉利商用车正与印尼、柬埔寨等地的潜在合作伙伴进行前期接洽，重点推广适用于矿产运输的重 卡车型和冷链物流的轻卡车型。"海南远程相关负责人说，企业计划采取渐进式的"出海"策略，初期可 能通过小批量出口进行市场测试，待市场接受度提升后，再大面积推广。 同样在不断拓展海外市场的还有康迪电动汽车。在康迪集团海南基地，一款款新车型不断从研发车 间驶向生产线，加速投向海外市场，成为企业发展的强劲动力。"今年我们将继续深耕国际市场，重点 开拓中东、东南亚、澳大利亚等新兴海外市场。"康迪电动汽车(海南)有限公司副总经理肖烨信心满满 地说。 政策滋养产业发展壮大， 企业立足本地谋划"出海" 海口：新能源汽车产业"越跑越快" 海南日报全媒体记者 郭萃 近日，在位于海口国家高新区的海南远程新能源商用车工厂(以下简称海南远程)总装车间内，一批 批完成内饰装配的车辆被机械臂运送到生产线上，工人们一丝不苟地进行着上百个关键工序的操作，确 保每一辆新能源商用车的高质量生产。 "目前，我们的产品主要是满足海南本地市场需求。"海南远程相关负责人介绍，海南工厂制造的汽 车，在海 ...

Group 1 - The National Bureau of Statistics emphasizes the development of intelligent connected new energy vehicles and artificial intelligence applications in the "Digital China Construction 2025 Action Plan" [2] - The Ministry of Industry and Information Technology is soliciting opinions on mandatory national standards for automotive door handle safety, focusing on hidden door handles [3] - The collaboration between Pony.ai and Uber aims to integrate Robotaxi services into the Uber platform, starting in the Middle East and expanding internationally [5][6] Group 2 - Zhitu Technology completed over 100 million yuan in Series B financing, which will be used for the development and mass production of intelligent driving domain controllers and vehicle-road collaboration products [7][8] - CATL and Changan Mazda announced a partnership to develop skateboard chassis technology, integrating their strengths in battery and chassis design [9][10] - Joyson Electronics' subsidiary received a high-level intelligent driving domain controller project order from a domestic new force car company, expected to start mass production in 2025 [11] Group 3 - Xiaojun and Momenta signed a strategic cooperation agreement to create the world's first Robotaxi fleet based on pre-installed mass production solutions, starting operations in Shanghai [12] - Huawei and Ubtech signed a comprehensive cooperation agreement to advance embodied intelligence and humanoid robots, enhancing efficiency and application in various scenarios [13] - WeRide launched eight autonomous driving routes in Guangzhou, establishing a 24-hour operational network to validate technology maturity [14] Group 4 - NVIDIA is collaborating with Mercedes to apply AI models in autonomous vehicles, marking a significant step towards practical applications of autonomous driving technology [15][16] - Tesla plans to launch autonomous taxi services in Austin, Texas, with an initial fleet of about 10 vehicles, potentially expanding to thousands [17][18] - Baidu reported over 1.4 million orders for its autonomous driving service "Luobo Kuaipao" in Q1 2025, a 75% year-on-year increase [19][20] Group 5 - Volvo and Google deepened their partnership to develop an Android-based in-car system, allowing Volvo owners to receive system updates ahead of competitors [21][22] - Qualcomm and Xiaomi celebrated their 15-year partnership and announced a new multi-year agreement to advance technology across various devices, including smartphones and vehicles [23][24]

Group 1: Manufacturing Industry Development - The manufacturing sector is a key pillar for Lishui's high-quality development, with a focus on advanced manufacturing as a strategic priority [1][9] - Lishui has established itself as a significant manufacturing hub in the Yangtze River Delta, with 819 industrial enterprises, ranking second in Nanjing [1] - The region has formed advanced manufacturing clusters centered around new energy vehicles, new pharmaceuticals, and intelligent manufacturing equipment [1][2] Group 2: New Energy Vehicle Sector - Lishui's new energy vehicle industry is the leading sector, with significant growth driven by major players like Changan Automobile, which reported a production value of 140 billion yuan last year [2] - The area has attracted over 200 key component manufacturers, creating a robust ecosystem for the new energy vehicle supply chain [2][3] - In 2022, the total output value of the new energy vehicle industry in Lishui exceeded 600 billion yuan, solidifying its role as a cornerstone of local manufacturing [2] Group 3: Intelligent Manufacturing and Innovation - Lishui is advancing its intelligent manufacturing capabilities, with initiatives like the establishment of a smart connected vehicle industry innovation base [3][4] - The region is home to numerous intelligent manufacturing projects, including a significant focus on CNC machine tools, which generated a total output value of 169.62 billion yuan last year [5] - The local government is fostering innovation through partnerships with universities and research institutions to enhance technological capabilities among enterprises [8] Group 4: Economic Development Strategies - Lishui is implementing a "one park, one product" strategy to enhance industrial development across various sectors, including new materials and precision manufacturing [6] - The region has signed agreements with partner parks to promote collaboration in industry, enterprise services, and talent innovation [7] - In the first four months of this year, Lishui secured 38 projects with a total investment of approximately 197 billion yuan, with over 90% allocated to manufacturing [6][7]

来源|贝多财经 5月23日，福瑞泰克（浙江）智能科技股份有限公司（下称"福瑞泰克"）再次递交招股书，报考在港交所上市。据贝多财经了解，福瑞泰克曾于2024年11月 递表，此次是材料"失效"后的一次更新。 相较于此前招股书，福瑞泰克补充披露了截至2024年末的财务数据等信息。招股书显示，福瑞泰克2022年、2023年和2024年的营收分别约为人民币3.28亿 元、9.08亿元和12.83亿元。 截至目前，福瑞泰克仍处于亏损状态。2022年、2023年和2024年，该公司的净亏损分别约8.55亿元、7.38亿元和5.28亿元，非国际财务报告准则下的经调整 净利润分别约-6.92亿元、-6.27亿元和-4.45亿元。 | | | | 截至12月31日止年度 | | | | | --- | --- | --- | --- | --- | --- | --- | | | 2022年 | | 2023年 | | 2024年 | | | | 人民幣元 | g | 人民警元 | 8 | 人民幣元 | 5 | | | | | (以干計,百分比除外) | | | | | 收入 | 327,722 | 100.0 | 907,63 ...

Group 1 - The smart connected vehicle ETF (159872.SZ) increased by 0.33%, with its associated index CS Vehicle Networking (930725.CSI) rising by 0.09% [1] - Major component stocks such as BYD rose by 2.05%, Aerospace Science and Technology by 2.22%, and CATL by 0.88%, reflecting a positive market sentiment towards the new energy vehicle and smart connected industry chain [1] - According to the latest survey by the China Passenger Car Association, the narrow passenger car retail market is expected to reach approximately 1.85 million units this month, representing a year-on-year growth of 8.5% and a month-on-month increase of 5.4% [1] Group 2 - Galaxy Securities noted that satellite communication is being integrated into high-level autonomous driving emergency link systems, particularly in western and high-speed scenarios, complementing 5G and vehicle-road collaboration [2] - The domestic policy continues to support "smart connected vehicles" and "vehicle-road collaboration," accelerating the construction of national smart connected vehicle demonstration zones and driving demand for vehicle communication [2] - The battery swap model, represented by CATL, enhances efficiency by reducing vehicle energy consumption and battery replacement costs, with applications in vehicle networking infrastructure such as NIO's battery swap stations [2]

Core Viewpoint - The collaboration between GAC and Huawei marks a significant step in the innovation of the automotive industry, particularly in the electric vehicle (EV) sector, showcasing the potential of strong partnerships between traditional automotive manufacturers and technology giants [2][3]. Industry Overview - Guangdong's new energy vehicle (NEV) production reached 3.6178 million units in 2024, a 43% increase year-on-year, accounting for 25% of the national total [5]. - The province has established a complete NEV industry chain with over 12,000 related enterprises, covering everything from raw materials to manufacturing and after-market services [4][5]. - The automotive manufacturing sector in Guangdong achieved a revenue of 1.281273 trillion yuan in 2024, with a profit of 31.806 billion yuan, maintaining its position as the top producer in China for eight consecutive years [5]. Technological Innovation - Guangdong's R&D expenditure reached approximately 510 billion yuan in 2024, with a research intensity of about 3.6%, and the region has around 77,000 high-tech enterprises [6]. - The integration of automotive and ICT industries has strengthened Guangdong's position in the NEV market, facilitating technological advancements in key areas such as power batteries and intelligent networking [6]. Policy Support - The Guangdong government has implemented various policies to promote high-quality development in the NEV sector, including tax incentives and infrastructure support [7]. - The "Guangdong Province Development Action Plan for Strategic Pillar Industries (2023-2025)" aims for automotive manufacturing revenue to exceed 1.35 trillion yuan and NEV production to surpass 3 million units by 2025 [7]. Global Expansion - Guangdong's NEV exports reached 258,000 units in the previous year, a 37.3% increase, with a total value of 40.38 billion yuan, reflecting a strategic shift towards internationalization [8]. - Companies like GAC Aion are establishing factories in Thailand and Indonesia, while BYD is expanding its presence in Southeast Asia and Europe [9]. - The collaboration with international firms and the development of advanced technologies, such as the blade battery technology from BYD, are enhancing Guangdong's competitive edge in the global market [10].

Investment Rating - The report does not explicitly state an investment rating for the industry or company Core Insights - Huawei is positioned as a supplier of incremental components for intelligent connected vehicles, leveraging its full-stack capabilities to drive innovation in the automotive industry [1][6][11] - The company has established three collaboration models with automakers: Hongmeng Intelligent Driving, HI model, and traditional parts supply, enhancing its integration within the automotive ecosystem [14][15][17] - Huawei's automotive business unit (BU) has become independent and achieved profitability in the first half of 2024, indicating a successful transition from a research lab to a standalone entity [29][34] Summary by Sections 1. Core Insights - Huawei's full-stack intelligence is expected to lead the transformation of the automotive industry, focusing on smart driving, smart cockpit, and smart control [6][42] - The company has a unique position in the market due to its extensive experience in ICT and continuous high R&D investment [6][44] 2. Positioning as a Supplier - Since entering the automotive sector in 2013, Huawei has evolved from providing communication modules to becoming a key supplier of smart components, focusing on intelligent driving and cockpit technologies [11][12] - The establishment of the intelligent automotive solutions BU in 2019 marked a strategic shift towards becoming an incremental component supplier without manufacturing vehicles [29][34] 3. Collaboration Models - Huawei collaborates with automakers through three main models: - **Hongmeng Intelligent Driving**: Deep involvement in product definition and sales channels [14][17] - **HI Model**: Provides integrated solutions while collaborating on vehicle development [14][15] - **Parts Supply Model**: Supplies standardized components to automakers [15][16] 4. Financial Performance - The automotive BU's revenue has shown significant growth, with projections indicating a revenue of 263.53 billion yuan in 2024, and a turnaround from losses to a profit of 22.31 billion yuan in the first half of 2024 [34][37] 5. Market Outlook - The report anticipates that Huawei's full-stack intelligence will be a critical advantage in the future development of the automotive industry, with increasing collaboration with various automakers [6][5][17]

Group 1 - The M200 agricultural unmanned vehicle demonstrates efficiency in pest control, operating at 10 times the speed of manual labor and covering 100 acres in 8 hours while saving over 50% in pesticide usage [1] - The Xi'an Xianyang International Airport's third-phase expansion enhances logistics efficiency and reduces international trade barriers through a comprehensive transportation center and a 5G private network [4] - The Xi'an Free Trade Zone in Xixian New Area has introduced 59 new reform and innovation achievements in 2024, promoting high-quality enterprise development and cross-regional collaboration [2] Group 2 - The second phase of Meinan Biotechnology's project is under construction, aiming for a production capacity of 120,000 tons and an annual output value exceeding 2.5 billion yuan [3] - The Xixian New Area has attracted 37 enterprises in the intelligent connected vehicle industry, with a projected total output value exceeding 4 billion yuan in 2024 [1] - A collaboration among 18 companies in fields like smart agriculture and ecological restoration aims to expand into emerging markets in the Middle East and Central Asia [2]

工信部今年4月起对智能网联汽车的宣传进行强监管，要求汽车企业充分开展组合驾驶辅助测试验证，明确系统功能边界和安全响应措施，不得进行夸大和 虚假宣传。中国汽车工业协会联合中国汽车工程学会也发布规范驾驶辅助宣传与应用的倡议书。一时间，车企对自动驾驶、自主驾驶、智能驾驶、高阶智驾 等说法，纷纷改称辅助驾驶。 3、未来无论是L2、L3或L4级别的辅助驾驶，都将向平权方向发展。技术正突破高价壁垒，走向规模化应用。 普及辅助驾驶需以安全性为前提 监管趋严，辅助驾驶如何平衡技术普及与安全性？怎样建立跨车企的辅助驾驶事故数据库？新京报贝壳财经记者就辅助驾驶发展相关话题，邀请企业、专家 9位嘉宾参与《车圈圆桌派》一同探讨。 制图/许骁 【圆桌嘉宾】 戴一凡 清华大学苏州汽车研究院总工程师 庄景乾 罗兰贝格合伙人 卢放 岚图汽车首席执行官 邓承浩 深蓝汽车首席执行官 吴会肖 长城汽车首席技术官 张君毅 商汤绝影首席财务官 汪浩伟 均胜电子智能汽车技术研究院院长 郑庄成 四维图新ADS行泊一体产品线负责人 张瑞雪 图灵量子售前方案总监 【核心观点】 1、没有绝对安全的系统，公众对辅助驾驶的相对信任，才是业界需要去追求的。辅助驾驶正 ...

区、坪山区、光明区、大鹏新区试行"扫码入企"，遇到不规范检查，企业可扫码反馈。 "无事不扰，有求必应。"对很多企业家来说，深圳是企业健康发展、企业家健康成长的沃土，深圳也以持续 优化的政务服务让企业家们吃下"定心丸"。2024年，我市全年新增经营主体56万户，总数超440万户，总量和 创业密度稳居全国大中城市首位，境内外上市公司达579家、国家高新技术企业达2.47万家、专精特新企业达 1.08万家，形成大企业顶天立地、创新企业开天辟地、中小微企业和个体工商户铺天盖地的发展格局。 深圳是民营企业发展的沃土。总部位于深圳的比亚迪已发展成为世界500强企业。 深圳特区报记者 刘钢 摄 深圳新闻网2025年5月21讯（深圳特区报记者 邹媛）"以前申报政策像'开盲盒'，要翻遍文件找门槛、算额 度，现在政策直接'找上门'。"碧辟小桔新能源政府事务专员程凌强昨日接受记者采访时对"深圳服务"赞叹不 已，在政务云平台仅需上传2份佐证文件和1份承诺书，系统便可实时审核申请条件，自动反馈可申领金额， 如审核不通过，系统也会详细告知原因，企业可随时修改再次申报。 作为"民营经济第一城"，深圳持续优化民营经济发展市场环境，持续加大民 ...