金龙汽车 20250722 摘要 公司上半年国内需求下降，但出口增长约 56%，基本抵消国内市场下滑， 销售收入同比增长约 6%，主要受益于海外市场良好表现。预计未来三 到五年内，若国际经济政治形势稳定，出口增长势头有望持续。 新任董事长提出扣非后转正、毛利率提升 2%及 ROE 每年超 6%的目标， 重点推进集中采购，计划将集采比例从 24%提升至 40%，预计三四季 度通过返利体现降价成果，全年毛利率预计提升 2 个百分点。 公司短期目标是追赶中通客车的盈利水平，长期对标宇通客车，预计两 年内达到中通的盈利水平。通过集中采购提升盈利能力，中期通过技术 整合解决产品同质化问题，长期进行组织结构变革，消除内部竞争。 出口市场中，亚洲占比 60%，欧洲占比 20%。东南亚国家增长较快， 欧洲稳中有进。公司计划增加售后服务体系人员，包括技术售后维修中 心和地区性配件库，提升客户服务质量。 公司正通过提高产品档次布局高端市场，例如推出新型公路客车平台和 为斯堪尼亚代工新能源品牌 Senta。致力于提升产品品质和品牌美誉度， 以赢得客户。 Q&A 2025 年上半年公司业绩情况如何？ 2025 年上半年，公司归母净利 ...

Core Viewpoint - The company has officially changed its name from JianKe Co., Ltd. to LianJian Technology, reflecting a renewed commitment to its vision of focusing on inspection and testing services [1] Group 1: Business Transformation - The company is accelerating its strategic transformation to focus on inspection services and optimize its business structure in response to the slowing growth of the real estate and infrastructure sectors [2] - LianJian Technology has completed acquisitions of several companies, including Shiyi Quality Inspection and Guanjian Testing, to quickly enter emerging fields such as electronics and automotive components [2] - The company plans to establish an industrial fund with professional institutions to invest in inspection industry projects and explore new growth areas in sectors like new energy and intelligent manufacturing [2] Group 2: Automotive Business Development - The automotive testing services are primarily implemented through the subsidiary Guanjian Testing, which has gained third-party testing qualifications from major automotive manufacturers [3] - The company has expanded its recognition capabilities with traditional and new energy vehicle manufacturers, enhancing its service range significantly [3] Group 3: Competitive Advantage - The inspection industry is characterized by intense competition and a fragmented market, with policies supporting the consolidation of the sector [4] - The company differentiates itself through a demand-driven integrated service ecosystem and cross-domain technology integration capabilities, enhancing customer loyalty and service value [4] - The company employs a "Testing+" model to deepen customer engagement by providing comprehensive services that include not only testing but also solutions for risk management and remediation [4] Group 4: Research and International Expansion - The company is increasing its R&D investment in smart testing and AI diagnostics to build an intelligent inspection platform [5] - It is also expanding into international markets by establishing localized operational teams in regions such as Southeast Asia and the Middle East to enhance its market share [5]

Core Viewpoint - The company, 易实精密, announced its intention to acquire 51% of 通亦和精工科技 for a maximum price of 163 million yuan, aiming to enhance its technological capabilities and expand its business scope in the automotive parts industry [1][2]. Group 1: Acquisition Details - 易实精密 plans to purchase 51% of 通亦和 for no more than 163 million yuan, with the transaction not constituting a related party transaction [1]. - 通亦和 specializes in precision stamping technology and has become a supplier for several internationally recognized automotive parts companies [1]. Group 2: Financial Performance and Projections - The performance commitment period for 通亦和 is set from 2025 to 2027, with projected net profits of 28 million yuan, 32 million yuan, and 36 million yuan for the respective years after deducting non-recurring gains and losses [1]. - 易实精密 reported a revenue of 321 million yuan for 2024, reflecting a year-on-year growth of 16.56%, and a net profit of 54.1 million yuan, up 5.03% year-on-year [2]. Group 3: Strategic Implications - The acquisition is expected to enhance 易实精密's core technological competitiveness and profitability by diversifying its production processes to include precision stamping technology [2]. - The integration of customer resources between the two companies is anticipated to expand their customer base and improve risk resilience [2].

【环球网科技综合报道】6月10日消息，外媒Dronexl援引供应链消息披露，瑞典影像巨头哈苏（Hasselblad）即将 推出的新一代中画幅无反相机X2D 100C II，或将首次搭载大疆（DJI）LiDAR激光雷达自动对焦技术。这一跨界技 术整合若属实，将重塑中画幅相机的对焦性能标准，并为专业影像创作带来新突破。 该技术此前已应用于大疆Focus Pro无线跟焦系统，其AI算法可自动识别人物、车辆，并支持多主体焦点切换。若 集成至哈苏相机，或将解决中画幅系统因传感器尺寸大、景深浅导致的对焦难题，尤其在风光、人像及动态抓拍 场景中表现可期。 作为参考，现款哈苏X2D 100C已搭载1亿像素背照式中画幅传感器（43.8×32.9mm），原生ISO低至64，支持16位 色深与15级动态范围。其相位对焦系统覆盖294个区域，对焦速度较前代提升3倍，并配备5轴7档机身防抖。 据悉，传统中画幅相机因定位专业影像，多依赖手动对焦或反差对焦，自动化程度较低。哈苏与大疆的合作若落 地，或将推动中画幅系统向"智能化"转型，满足商业摄影、影视制作等场景对效率与精度的双重需求。此外，大 疆LiDAR技术已支持通过蓝牙直连微单相机实 ...

Group 1 - The global flat panel display market is expected to grow by 11% year-on-year in 2024, driven by various product categories, with televisions and tablets contributing the most to the growth [1] - Television panel revenue is projected to increase by 19% in 2024, primarily due to rising demand in the large-size segment, which also improves the overall average selling price [1] - The smartphone remains the largest application area for flat panel displays in 2024, but its growth is expected to be flat, aligning with downstream shipment trends [1] Group 2 - The display and PC panel revenue is anticipated to achieve double-digit growth in 2024 after hitting a low at the end of 2023, with future growth expected to maintain mid-single-digit levels [4] - The AR/VR panel revenue is declining due to a drop in device shipments, but growth is expected to resume in the next couple of years, particularly with the integration of AI technologies [4] - The automotive sector is becoming a significant growth driver for panel revenue, with increasing demand for larger and more precise displays in cockpit infotainment systems [4]

分析师观点 根据 Counterpoint Research最新《平板显示（FPD）追踪与预测报告》 ，2024年全球平板显示市场 收入同比增长11%，增长动力来自广泛的产品类别。其中电视和平板电脑贡献最大增量。展望未 来，汽车领域将成为重要增长驱动力。 智能手机仍是2024年平板显示最大应用领域，但增长相对持平（与下游出货增长态势一致）。我们 预计智能手机面板收入将长期呈下降趋势。 2024年电视面板收入同比增长19%，主要由大尺寸细分市场需求提升驱动，该趋势同时改善了整体 平均售价。 分析师观点 Counterpoint 研究总监Bob O'Brien 表示："去年增长幅度较大但难以持续，这种反弹属于市 场修正。未来我们预计电视面板出货量，尤其是显示面积，将稳步上升。但日益激烈的价格竞争可 能导致2025年后面板总收入下行。" 平板电脑方面，iPad 13 Pro系列采用OLED面板推动该品类收 入回升至疫情时期水平。 O'Brien 指出："平板增长现已进入产品驱动阶段，下一周期将出现在 2027年——我们预计 届时 苹果可折叠设备将进入市场。" 平板显示市场收入及按应用领域划分的份额对比 2023年 ...

华夏时报（www.chinatimes.net.cn）记者 温冲 于建平 上海报道 日前，领克900亮相上海车展并迎来正式上市。领克900是领克与极氪整合为极氪科技后推出的首款车型，基于 SPA Evo架构打造。这一架构是吉利集团与极氪科技实现技术整合的重要成果展现。 业内认为，领克900的推出，标志着吉利集团在技术整合方面取得了重大进展，进一步提升了产品竞争力。根据官 方披露，领克900限时价为28.99万—39.69万元，比预售价低4万元。上市1小时，大定订单突破1万辆。 基于M-P智能电混打造，支持三种动力模式 国联证券曾在报告中提到一组数据，国内大型车销量从2018年的118.7万辆增至2023年的282.7万辆，年均复合增长 率为19%，显著高于同期乘用车整体销量的年均复合增速（1.9%）。 其中，大型SUV引领增长，销量从2018年的16.9万辆增至2023年的113.2万辆，年均复合增速达46.3%，占比从 14.3%大幅提升至40.1%。2024年前三季度，大型SUV销量达102.7万辆，同比增长48.8%，体量高于同级MPV （46.9 万辆）、轿车（80.2万辆）。 如今，大型车市场迎来密 ...