当大多数国内半导体企业还在消费电子芯片的红海中厮杀时，赵奇带着 120 多人的核心团队 从上海来到绍兴，锚定了一个当时被业内视为 " 有点傻 " 的道路 —— 功率半导体和传感 器。 " 我们当时就认识到，信息社会必然进化到智能社会，而这一过程的关键就是让信息 ' 动起 来 ' 。 " 赵奇一语点破创业方向的底层逻辑 —— 功率半导体能够控制电能实现动作、传感 器可以感知周围环境。 " 二者构筑了智能社会的基础。 " 【编者按】 为了更好地提升资本市场服务实体经济质效，中国基金报与上海证券交易所联合开设《百亿 千万计划 —— 与投资大咖走进上市公司》栏目，与管理规模百亿元级的机构投资者、中国基 金报逾千万粉丝一道，共同走进优质沪市公司。 在科创板迎来六周年之际，作为国内半导体制造领域的重要参与者，芯联集成以其在特色工 艺，特别是功率半导体和传感器领域的快速突破备受关注。近日，公司董事长赵奇接受中国 基金报记者专访，分享了芯联集成从诞生之初的战略选择、技术攻坚的 " 芯联模式 " ，到对 智能化革命浪潮的前瞻布局。 中国基金报记者 赵心怡 2021 年，公司内部曾对是否进军碳化硅展开讨论。 " 硅做得好好的，为 ...

Core Insights - The European electric vehicle market has witnessed a historic shift, with BYD achieving a monthly sales figure of 11,123 units, surpassing Tesla's 6,253 units, marking a significant change in market dynamics across 14 European countries [1] Group 1: Market Performance - In Germany, BYD's sales reached 1,566 units in April, a year-on-year increase of 120%, while Tesla's sales fell by 45.9% to 885 units [2] - In the UK, BYD's sales surged to 2,511 units, a dramatic increase of 654% compared to the same period last year, while Tesla experienced a 62% decline [2] - In France, BYD sold 2,064 units in April, with 35% of sales coming from administrative users, challenging the stereotype of Chinese vehicles being low-priced and low-quality [3] Group 2: Strategic Initiatives - BYD's success in Germany is attributed to its CTB battery technology and local initiatives, including EU certification and the establishment of local R&D centers, which are reshaping the perception of "German manufacturing" [2] - In the UK, BYD's strategic partnership with Pendragon, the largest automotive dealer group, has facilitated local sales network integration and the development of right-hand drive models [2] - BYD's luxury brand, Tengshi, made its European debut during the Milan Design Week, showcasing the Z9GT model, which received over 2,000 pre-orders on the first day, with 70% coming from existing BBA customers [3] Group 3: Industry Implications - BYD's achievements in Europe signal a broader capability of Chinese automakers to compete with international giants in stringent markets, indicating a shift from simple product trade to a more complex model involving technology, localization, and brand elevation [4] - The dual revolution of electrification and intelligence in the automotive sector is being driven by Chinese companies leveraging their full industry chain advantages and continuous technological innovation [4]

Core Insights - The 2025 Shanghai Auto Show marks a significant shift in the global automotive industry, showcasing China's transition from a "follower" to a "leader" in the sector [1][4] - The event highlights the increasing participation of foreign companies and the emergence of Chinese brands as key players in the global market [1][2] Industry Dynamics - Chinese brands are becoming the focal point for international buyers, with companies like Slovakia's Vihorlat increasing their order volumes from hundreds to thousands [1] - The collaboration between foreign automakers and Chinese companies, such as the joint development of electronic architectures by Volkswagen and XPeng, signifies a shift in the traditional "market for technology" model [2] - The presence of component manufacturers in core vehicle exhibits indicates a restructuring of the automotive value chain, with companies like CATL showcasing advanced battery technologies [2][3] Technological Advancements - The demand for transparency in technology is pushing component manufacturers to take center stage, as seen with Joyson Electronics' innovative cockpit solutions [3] - The competitive landscape is evolving, with local companies like Horizon Robotics capturing significant market shares in advanced driver-assistance systems, challenging established foreign players [3] Market Evolution - The Chinese automotive industry has transitioned from relying on scale and cost control to focusing on technological sovereignty, which is now crucial for industry influence [4] - The Shanghai Auto Show reflects a broader narrative of China's automotive evolution, from imitation to innovation, and from isolation to global engagement [4]