8月29日晚间，豪威集团（603501）披露2025年半年度业绩报告。报告期内，豪威集团营业收入再攀新 高，实现139.56亿元，同比增长15.42%，净利润20.28亿元，同比增48.34%，盈利能力持续提升。其 中，第二季度营收达74.84亿元，同比增长16.07%，净利润11.62亿元，同比增长43.58%；扣非净利润 11.03亿元，同比增长36.83%，较第一季度环比显著增长，并创下单季度营收与扣非净利润新高；业务 增长动能持续增强。 2025年上半年，豪威集团持续聚焦主营业务，实现主营业务收入139.40亿元，同比增长15.49%，其中半 导体设计业务贡献营收115.72亿元，占比83.01%，同比增长11.08%，核心支柱业务增长势头良好；半导 体代理销售业务实现41.73%的高速增长，收入23.14亿元，业务协同效应凸显。 公司半导体设计业务由图像传感器解决方案、显示解决方案和模拟解决方案三大体系构成。作为营收主 力军，图像传感器解决方案上半年实现收入103.46亿元，占主营业务收入的74.21%，同比增长11.10%， 其增长主要得益于公司应用于汽车智能驾驶及全景、运动相机领域实现了较大幅度 ...

Group 1: Overall Industry Performance - The automotive industry in China showed overall positive performance in Q1 2025, with production and sales reaching 7.561 million and 7.47 million units, respectively, representing year-on-year increases of 14.5% and 11.2% [2] - The industry generated revenue of 240.22 billion and profits of 94.7 billion in Q1 2025, with wholesale sales of passenger vehicles reaching 8.597 million units, a year-on-year growth of 12.91% [2] - The new energy vehicle segment performed exceptionally well, with cumulative sales of 3.981 million units in the first four months of 2025, marking a year-on-year increase of 42.08% [2] Group 2: Auto Parts Sector - The auto parts sector achieved revenue of 234.43 billion in Q1 2025, a year-on-year increase of 7.4%, with net profit reaching 14.32 billion, up 13.56% [3] - Despite the growth, the sector faces challenges with a decline in gross margin to 17.63%, down 0.63% year-on-year, while net margin improved slightly to 6.46% [3][4] - The decline in gross margin is attributed to increased competition, although the sector's expense ratio decreased to 11.29%, down 0.82% year-on-year, indicating better cost management [4] Group 3: Performance Disparity Among Companies - There is a noticeable performance disparity among automotive companies, with some experiencing revenue growth while others face declines; for instance, BYD and BAIC Blue Valley reported positive revenue growth, while most others did not [5] - In Q1 2025, the passenger vehicle sector's revenue reached 434.86 billion, with a year-on-year growth of 7.39%, while net profit increased by 16.35% [5] - Companies leading in smart and electric vehicle technologies are performing better, while those lagging in these areas are seeing significant sales declines [9] Group 4: Price Wars and Market Dynamics - The automotive market in 2025 has seen price wars evolve from promotional tools to catalysts for industry differentiation, with some companies expanding while others face losses [10] - The demand for advanced driving assistance systems has surged, with sales of models featuring such technology increasing by 147.9% year-on-year [10] - Companies are under pressure to invest in R&D for smart driving features, but price wars are compressing profit margins, making it difficult for many to allocate sufficient funds for innovation [10][11]

作为深耕高性能通信芯片领域的本土企业，裕太微已在该领域构建起核心技术壁垒，前瞻布局车规级芯片赛道。其车载以太网芯片产品率先通过SGS颁发的 ISO26262:2018 ASIL D级功能安全认证，标志着产品在失效安全机制、故障检测覆盖率等关键指标上达到国际最高安全标准。同时，产品还通过了 AECQ100 Grade1车规级可靠性验证，以及OPEN Alliance联盟授权的C&S IOP互联互通测试、FTZ电磁兼容测试和UNH IOL实验室认证，满足国际Tier1供应 商的技术准入要求。 2025年上海国际车展将于4月23日在上海国家会展中心拉开帷幕。据悉，国内以太网芯片供应商裕太微电子将在本次车展上首次正式发布其车载以太网交换 芯片YT99系列新品，发布会备受行业关注。 随着汽车智能化与电动化浪潮的推进，车载通信领域正经历着技术迭代的关键转折。基于传统总线技术的车载网络已逐渐难以满足智能驾驶和智能座舱对数 据传输的爆发性需求，车载以太网技术凭借显著的技术优势开始成为行业主流选择。 与传统车载网络相比，车载以太网的核心竞争力主要体现在三大维度：首先，其理论带宽可达100Mbps至10Gbps，传输效率大大提升 ...