每经AI快讯，有投资者在投资者互动平台提问：请问公司的相关产品有否应用到无人物流车领域？ 美芯晟（688458.SH）12月31日在投资者互动平台表示，公司产品暂未应用至无人物流车，公司具备激 光测距避障的传感技术，在无人物流车领域具有潜在应用价值。公司会继续拓展业务，争取在更多应用 场景中实现产品应用。 （文章来源：每日经济新闻） ...

格隆汇12月31日丨美芯晟(688458.SH)在投资者互动平台表示，公司产品暂未应用至无人物流车，公司 具备激光测距避障的传感技术，在无人物流车领域具有潜在应用价值。 ...

上海复旦(01385)午盘收涨9%。商业航天催化密集，FPGA芯片为太空卫星标配。 金风科技(02208)早盘涨超15%，商业火箭企业IPO进程或将提速，公司持有蓝剑航天8.3%股权。 佑驾创新(02431)解禁后涨超15%，公司入选恒生港股通电子主题指数，无人物流车行业将迎爆发期。 智通财经获悉，港股恒生指数涨0.26%，涨67点，报25886点；恒生科技指数涨1.6%。港股早盘成交 1264亿港元。 12月27日，工业和信息化部"人形机器人与具身智能标准化技术委员会"在京正式成立，机器人板块大 涨。微创机器人-B（02252）涨超30%；越疆（02432）涨超12%；优必选（09880）涨超12%；小鹏汽 车-W（09868）涨超6%。 钧达股份(02865)涨超19%，与尚翼光电签署战略合作协议，机构指太空光伏仍是最强主线。 江西铜业股份（00358）涨近10%。公司公告拟以不超7.64亿英镑现金，收购SolGold全部已发行及将要 发行股本。 本文源自：智通财经网 市场监管总局对光伏行业开展价格竞争秩序合规指导，部分光伏股走高，新特能源(01799)涨超5%，协 鑫科技(03800)涨2.75%。 零 ...

Group 1 - The core viewpoint of the article highlights that Youjia Innovation (02431) has seen a significant stock price increase, rising nearly 16% in early trading, attributed to its inclusion in the newly launched Hang Seng Hong Kong Stock Connect Electronic Theme Index [1] - Youjia Innovation is recognized as a leading supplier of intelligent driving and smart cockpit solutions, which has contributed to its selection as a constituent stock of the new index [1] - The company's shareholder lock-up period expired on December 27, allowing for the release of 220 million shares, which represents 51% of the total share capital, excluding shares held by concert parties and employee share plans [1] Group 2 - The domestic market has begun large-scale operation of the first batch of L3 autonomous vehicles, indicating a growing demand and acceptance for unmanned logistics vehicles, which Youjia Innovation is optimistic about [1] - The company plans to continue iterating its technology and expanding application boundaries, aiming to collaborate with more ecosystem partners to promote the deep integration of autonomous driving technology [1]

Core Viewpoint - Youjia Innovation (02431) has seen a significant stock price increase, attributed to its inclusion in the newly launched Hang Seng Hong Kong Stock Connect Electronic Theme Index, which focuses on quality electronic industry companies listed in Hong Kong [1] Group 1: Stock Performance - The stock price of Youjia Innovation rose nearly 16% in early trading, with a current increase of 14.49%, reaching HKD 14.3, and a trading volume of HKD 134 million [1] Group 2: Index Inclusion - Youjia Innovation has been successfully included in the Hang Seng Hong Kong Stock Connect Electronic Theme Index, which was officially launched on December 18 [1] Group 3: Shareholder Lock-up Period - The lock-up period for shareholders of Youjia Innovation expired on December 27, allowing for the release of 220 million shares, which represents 51% of the company's total share capital, excluding shares held by concert parties and employee share plans [1] Group 4: Industry Outlook - The demand and recognition for unmanned logistics vehicles are on the rise, with the company optimistic about the development prospects of unmanned logistics vehicles, anticipating an industry explosion [1] - Youjia Innovation plans to continue iterating technology and expanding application boundaries, collaborating with more ecosystem partners to promote the deep implementation of autonomous driving technology [1]

Group 1 - NIO has officially launched its 292nd battery swap station in collaboration with Sinopec, marking a new phase of large-scale and normalized strategic cooperation, with a total of 356 stations built nationwide [2] - The first fully vehicle-compliant unmanned logistics vehicle is set to be launched in early 2026, as announced at the 2025 China New Energy Unmanned Vehicle Ecological Conference [2] - Demand for lithium batteries in the new energy sector has significantly weakened in Q4 2023, with production plans being notably adjusted downwards due to the impact of subsidy policy adjustments on new energy vehicle demand, resulting in a 23% year-on-year increase in battery installations for new energy passenger vehicles in November, while retail corresponding battery growth was only 13% [2]

Core Insights - The company reported a significant increase in revenue and net profit for Q3 2025, with revenue reaching 988.79 million yuan, a year-on-year growth of 69.40%, and net profit attributable to shareholders amounting to 111.76 million yuan, reflecting a substantial increase of 580.62% [2][3]. Financial Performance - For the first three quarters of 2025, the company achieved a cumulative revenue of 2.36 billion yuan, representing a year-on-year growth of 46.7% [2][3]. - The net profit attributable to shareholders for the same period was 149 million yuan, showing a remarkable increase of 191.18% [2][3]. - The company's non-recurring net profit for the first three quarters was 51.28 million yuan, which is a growth of 100.64% year-on-year [2][3]. Key Metrics - Basic earnings per share for the current period were 0.43 yuan, up 514.29% compared to the previous year [3]. - Diluted earnings per share were 0.37 yuan, reflecting a 516.67% increase year-on-year [3]. - The weighted average return on equity was 4.89% for the current period, compared to 4.02% in the previous year [3]. Competitive Advantage - The company's core competitiveness is derived from its "Integrated Chip" technology platform, which standardizes and integrates key components such as motors, electronic controls, and power supplies through modular design [4]. - In the first three quarters of 2025, the company invested 187 million yuan in R&D, accounting for 7.92% of its revenue, and launched third-generation products with 800V high-voltage architecture and fourth-generation "empowerment bricks" using SiC materials [4]. - The "Integrated Chip" drive assembly products have received multiple industry awards, with power density exceeding industry standards by 20%-30% [4]. Market Expansion - The company is rapidly expanding from the new energy vehicle sector into diverse scenarios such as low-altitude economy and unmanned logistics vehicles [4]. - In the low-altitude economy sector, the company customized an electric propulsion system for EHang's VT35 and has delivered motors and electronic controls for the EH216-S model in small batches [4]. - In the unmanned logistics sector, the company has secured project designations with firms like Shanghai Yika and Shangyuan Zhixing, and is advancing collaborations with leading companies such as New Stoneware and Jiushi [4].

Group 1 - The company is currently developing robotaxi cameras for leading domestic autonomous brand clients and is in the sample delivery stage [2] - The company has not participated in any unmanned logistics vehicle projects [2]

Core Viewpoint - Baolong Technology (603197.SH) is currently developing robotaxi cameras for leading domestic autonomous brand clients and is in the sample delivery stage. The company has not yet participated in unmanned logistics vehicle projects [1] Company Summary - Baolong Technology is focused on developing robotaxi cameras for top domestic autonomous brands [1] - The company is in the process of delivering samples for these projects [1] - Baolong Technology has not engaged in any unmanned logistics vehicle initiatives as of now [1]

Core Insights - The company Youjia Innovation has entered the unmanned logistics vehicle market, launching its brand "Xiaozhu Unmanned Vehicle" and models T5 and T8, aimed at addressing the "last mile" transportation challenge [1] - The market potential for unmanned delivery vehicles is estimated at approximately 468 billion yuan, with several competitors, including WeRide, Desay SV, and Momenta, also targeting this sector [1] - Youjia Innovation plans to deliver 400-500 unmanned logistics vehicles by the end of this year, with a target of reaching 10,000 deliveries next year [1] Company Strategy - Youjia Innovation's business model includes three revenue streams: sales with financing options for small B-end companies, leasing for large B-end companies, and customized solutions for large B-end companies [2] - The company aims to leverage its existing capabilities in intelligent driving systems and supply chain management to offer cost-effective products that appeal to large integrated logistics companies [2] - The company anticipates achieving profitability by 2027, but the introduction of unmanned logistics vehicles may accelerate this timeline if sales increase [2] Industry Trends - The growth of unmanned logistics vehicles is supported by technological advancements and favorable policies, with the National Postal Administration promoting the large-scale application of drones and unmanned vehicles [2] - Cost reduction through technological innovation and economies of scale is crucial for the industry, with Youjia Innovation focusing on shared materials between its unmanned and commercial vehicle lines to lower costs [3] - The company is exploring partnerships with local firms to optimize resource utilization and reduce operational costs, exemplified by a strategic collaboration with Shenzhen Postal and Eastern Bus for resource management [3]