知行科技(01274)发布公告，集团预期截至2025年6月30日止6个月将取得除税前亏损约1.78亿元人民币， 相较于截至2024年6月30日止6个月的除税前亏损约9860万元人民币，增幅约为80.39%。董事会认为主 要是以下因素综合影响所致：(1)受主机厂业务需求的影响，公司的收入在上下半年分布不均，较多的 发货需求将集中于下半年实现，使得上半年的收入较去年同期减少；(2)公司进一步加大对于自研新产 品及自动驾驶技术的研发投入导致研发支出有所增加。 ...

车东西8月15消息，据彭博社报道，特斯拉首席执行官埃隆·马斯克于近日宣布了特斯拉的AI组织架构调整。 此次调整中，原Dojo团队的芯片硬件工程人员并入由Aaron Rodgers领导的自动驾驶硬件部门，芯片软件团队则由Ashok Elluswamy负责，聚焦AI算法优化 与软件集成。 这也是继Dojo项目终止后，马斯克在计算业务上最新的人事调整。 Dojo项目的终止并非突然之举，而是特斯拉AI战略调整的结果。 去年下半年，特斯拉在公开场合已很少提及Dojo，转而强调奥斯汀总部搭建的全新巨型计算机集群Cortex。 Cortex是特斯拉公司部署于得克萨斯州超级工厂的超级计算集群，主要用于FSD和Optimus的神经网络训练。 该集群于2024年8月正式命名，初期配备超过10万颗英伟达H100和H200芯片。 2025年5月，特斯拉启动Cortex 2.0算力中心建设，采用专门设计的计算架构提升自动驾驶算法训练效率，已部署超过5万块GPU。 可以看出，特斯拉此次将Dojo团队进行整合，最主要的目的还是整合资源、提升FSD与Optimus机器人技术的研发效率，并推动"训推一体"芯片战略的落 地。 01.Dojo团队 ...

Domestic News - Xiaopeng Motors and Volkswagen signed an expanded electronic and electrical architecture technology agreement, building on their previous collaboration to accelerate development and achieve key project milestones [4] - Beijing Hyundai launched the "818 Super Fuel Purchase Festival," offering a low entry fee and multiple purchase incentives to enhance customer engagement [5] - SAIC-GM-Wuling and Huawei are upgrading their collaboration, with the Baojun brand potentially adopting the Hi model [6] - Dongfeng Motor and JD Group established a strategic cooperation agreement to enhance collaboration in vehicle marketing, after-sales service, procurement, and smart logistics [7] - Geely's CEO announced a plan for a more than 30% increase in overseas exports in the second half of the year, focusing on a flat organizational structure and tailored product strategies for different regions [9] - NIO launched the world's highest-altitude battery swap station in Linzhi, located at 4500 meters, as part of its strategy to enhance service along the G318 route [10] - Avita's new concept car is set to debut on September 7 in Munich, with plans to enter 50 countries and regions by 2025 [11] - GAC Energy and Chery Green Energy reached a cooperation agreement to open over 20,000 charging stations to enhance charging convenience for electric vehicle users [12] Foreign News - Sony and Honda's joint venture Afeela announced the pre-production of its first electric vehicle, with deliveries expected in mid-2026 [14] - UK battery developer Harmony Energy plans to raise £300 million (approximately $400 million) to expand into the European energy storage market [15] - VinFast intends to spin off its R&D department and sell it to its founder for approximately $1.5 billion as part of its restructuring efforts [16] - Toyota plans to launch three electric vehicle models in South Africa by 2026, entering a competitive market dominated by Chinese and European brands [17] Commercial Vehicles - BYD Commercial Vehicles and JD Auto signed a strategic cooperation agreement to deepen collaboration in the electric commercial vehicle sector [19] - Sinotruk established a joint venture in Kazakhstan to produce commercial vehicles, supported by the local government [20][21] - Zero One Automotive launched its ZSD autonomous driving heavy truck in Guangdong, marking a significant milestone in the field of electric heavy trucks [23] - Proton Motors unveiled the "Yao Ling II," a new concept heavy truck aimed at leading the industry towards a future of unmanned freight [24]

Market Performance - The Hang Seng Index closed at 25,519, down 0.37% for the day but up 27.22% year-to-date [1] - The Hang Seng Tech Index fell 0.97% to 5,576, with notable movements in tech stocks [1] - The A-share market saw the Shanghai Composite Index close at 3,666, down 0.46%, while the Shenzhen Component Index fell 0.87% to 11,451 [5][6] Currency and Commodity Overview - The Renminbi Index stood at 96.040, up 0.78% month-on-month but down 4.49% over six months [2] - Brent crude oil prices decreased by 3.49% over the past month, currently at $65.90 per barrel [2] - Gold prices increased by 0.32% over the past month, currently at $3,355.20 per ounce, reflecting a 16.37% rise over six months [2] Company Highlights - Lenovo Group reported a 108% increase in net profit for the first fiscal quarter, reaching $505 million, with total sales of approximately $18.83 billion, marking a 22% year-on-year increase [12] - China Telecom's net profit for the first half of the year rose by 5.5% to 23.017 billion RMB, with service revenue increasing by 1.2% to 249.1 billion RMB [10][11] - JD Group's second-quarter net profit was 6.2 billion RMB, with revenue reaching 56.7 billion RMB, a 22.4% increase year-on-year [15] Industry Developments - Baidu plans to expand its autonomous driving testing area to Kai Tak, which would be the first instance of autonomous vehicles operating in a densely populated area in Hong Kong [14] - Ant Group and Thunder have partnered to create the world's first full-color AR glasses payment system, enhancing digital payment solutions [16] - The U.S. Producer Price Index (PPI) rose by 0.9% in July, indicating increased inflationary pressures, which may impact future monetary policy [17]

Grab的投资将支持文远知行的国际增长战略。 Grab的车队管理、车辆匹配和路径规划系统中。此外，文远知行与Grab还将共同开展技能培训，帮 助有意愿的Grab司机及当地社区人员进行职业转型，让他们进入自动驾驶行业，实现高价值职业发 展路径。 值得一得的是，文远知行在今年5月还宣布Uber在原有的投资基础上将会向文远知行追加1亿美元的 股权投资。预计未来数月完成交割，这是截至彼时Uber在自动驾驶领域最大笔投资。 本文为IPO早知道原创 作者｜ Stone Jin 微信公众号｜ipozaozhidao 据 IPO早知道消息， 文远知行 WeRide（NASDAQ：WRD） 于 8月15日 宣布，东南亚地区的超 级应用平台 Grab（NASDAQ：GRAB）将对其进行数千万美元的股权投资。 本次 投资是双方战略合作的一部分，旨在加速在东南亚大规模部署 L4级Robotaxi及其他自动驾驶 车辆，展现了双方的共同愿景：将文远知行的自动驾驶车辆接入Grab的运营网络当中，提升服务质 量与安全水平。 该笔投资预计不晚于 2026年上半年完成交割，具体交割时间将根据文远知行选定的时间点和成交条 件确定。 Grab的投资 ...

Core Viewpoint - Autonomous driving technology company WeRide announced a multi-million dollar equity investment from Southeast Asia's super app platform Grab, aimed at accelerating the large-scale deployment of L4 level Robotaxis and other autonomous vehicles in the region [1] Group 1 - The investment is part of a strategic partnership between WeRide and Grab [1] - The investment is expected to be completed by the first half of 2026, with the exact timing dependent on conditions set by WeRide [1]

Core Viewpoint - OmniVision Technologies has successfully entered the CIS market through external acquisitions, but the industry is highly concentrated with one dominant player, leading to intense competition among peers. The future growth potential of OmniVision may be uncertain due to financial engineering practices observed during years of performance pressure, such as significant increases in capitalized R&D expenses and the lack of goodwill impairment despite substantial declines in the profitability of acquired companies [1][9][20]. Group 1: Company Overview - OmniVision, formerly known as Weir Shares, was established in 2007 and initially focused on semiconductor distribution and analog solutions. In 2019, the company acquired Huasen Technology and CIS design company Sipek, successfully entering the CIS market [2][4]. - The company's semiconductor product design business includes image sensor solutions, display solutions, and analog solutions. The image sensor solutions segment has been the core of the company's operations, with revenues of 136.75 billion, 155.36 billion, and 191.90 billion RMB from 2022 to 2024, accounting for 68.3%, 74%, and 74.7% of total revenue, respectively [2][3]. Group 2: Market Position and Competition - The global CIS market is highly concentrated, with the top five players accounting for 84.1% of the market share by revenue in 2024. OmniVision ranks third with approximately 2.7 billion USD (about 194 billion RMB) in revenue, representing a 13.7% market share [4][5]. - In the smartphone CIS segment, OmniVision ranks third globally with 1.4 billion USD (about 100 billion RMB) in revenue and a 10.5% market share, while the leading company, Sony, holds a 46.4% share with 6 billion USD in revenue [5][6]. Group 3: Financial Performance - OmniVision's revenue for the reporting period was 200.4 billion, 209.84 billion, and 257.07 billion RMB, with net profits of 9.51 billion, 5.44 billion, and 32.78 billion RMB, respectively. The company experienced negative revenue growth in 2022 and 2023, with declines of 16.78% and 4.64% [9][10]. - The company's inventory surged to 12.3 billion RMB in 2022, and its inventory turnover significantly declined during 2022 and 2023 [11][13]. Group 4: Financial Engineering Concerns - During periods of financial pressure, OmniVision increased its capitalized R&D expenses significantly, reaching 700 million RMB in 2022, compared to less than 400 million RMB in 2020 [14][16]. - Despite a dramatic drop in profitability for its subsidiary Beijing OmniVision, which saw net profits plummet from over 3 billion RMB in 2021 to 749 million RMB in 2022, the company did not record any goodwill impairment [20][21].

2025.08. 15 近日，"木头姐"的建仓与知名机构的做空，将Robotaxi（自动驾驶出租车）再次拉到聚光灯下。这 一有关未来出行的"新生物种"不仅受到全球资本的关注，也逐渐走进大众的视野。 那么，Robotaxi究竟够不够智能，够不够安全，够不够方便？近日，第一财经记者带着这些问题， 在北上广三地分别实测文远知行、小马智行、萝卜快跑Robotaxi服务。 上海小马智行：行驶较平稳，i人友好 在上海，第一财经记者在靠近2号线"上海科技馆站"的锦绣路世纪大道公交站上车点体验小马智行 Robotaxi服务，终点站则选择了黄杨路地铁站。 发出呼叫后，小程序会显示排队情况。尽管排在第1位（共1位），还是等待了两分钟以后才有车辆 接单。 五分钟后，一辆雷克萨斯品牌的Robotaxi就停在了指定的地点。车身有"无人驾驶测试"字样，以及 小马智行和锦江出租的明显标识，车牌号码为"沪AXXXX试"。乘客需要通过小程序来解锁后，才能 拉开车门上车。 目前的Robotaxi是没有配备人类安全员的，副驾驶是一个巨大的公仔，乘客只能坐在后排。主驾和 副驾的枕后均配有一块屏幕，供后排乘客使用。 本文字数：2461，阅读时长大约4 ...

IT之家8月15日消息，特斯拉CEO埃隆・马斯克昨天下午在 X 平台对做空者放话，称做空特斯拉股票的 人将被"彻底消灭"（obliterated）。 | | Equity | Call | | Het | | --- | --- | --- | --- | --- | | | e p Value து பதி | Value | Put Value | Long/Short 4 | | Owner | ($1000) | ($1000) | ($1000) | ($1000) | | MUFG Securities EMEA plc | 894 | 3,811,920 | 7,941,500. | 4,128,686 | | Jane Street Group, LIC | 000'698 | 7,079,033 | -10,719,169 | 2,770,435 | | Citadel Advisors LIC | 63,626 | ELO'ERS'E | -11,128,538 | -1.381.839 | | ADAPT Investment Managers SA | 13,562 | 41,296 ...

Group 1: Financial Performance - In Q2 2025, the company achieved revenue of 710 million yuan, representing a year-on-year growth of 53.9%, marking five consecutive quarters of revenue growth [1] - The net profit for the same quarter reached 44.1 million yuan (approximately 6.2 million USD), significantly exceeding the GAAP profitability target [1] Group 2: Market Demand and Delivery - The total delivery volume of Hesai's LiDAR in Q2 reached 352,100 units, a year-on-year increase of 306.9%, with ADAS deliveries at 303,564 units, up 275.8% [2] - In the first half of the year, total LiDAR deliveries amounted to 547,900 units, a growth of 276.2%, surpassing the total for 2024 [2] - The company delivered 48,500 units of LiDAR for robotics in Q2, a substantial increase of 743.6%, with a total of 98,300 units delivered in the first half, reflecting a growth of 692.9% [2] Group 3: Strategic Partnerships - The company announced a partnership with a joint venture brand of Toyota to supply LiDAR for their new energy vehicles, set to begin mass production in 2026 [3] - Currently, the company has established mass production partnerships with 24 domestic and international automotive manufacturers, with recent agreements involving 20 models from nine leading automakers [3]