找不到门把手，上不来也下不去……打车遇上隐藏式门把手的乘客一定经历过"不会开车门"的尴尬时 刻。日前，工业和信息化部就《汽车车门把手安全技术要求》强制性国家标准公开征求意见。该标准有 望全面规范车门把手产品性能，提升车门把手产品安全水平。 随着汽车电动化和智能化的快速发展，近年来隐藏式车门把手凭借美观、科技感强等优势被广泛应用， 市场上车门把手产品的操作方式和结构型式日趋多样。从半隐藏式到外伸隐藏式、内缩隐藏式、手动按 压隐藏式，甚至还有全隐藏无门把手式，"100款新能源汽车，就有100种开门方式"。车企设计师们似乎 力求在车门把手上"卷"出新高度。 事实上，隐藏式门把手原本用在赛车上，是用来降低风阻系数。比如，1952年奔驰300SL就采用了这样 的设计。赛车追求速度，对风阻系数要求高，采用这种设计可以理解。2012年特斯拉Model S刚亮相 时，自动伸缩的门把手给整个汽车界带来巨大震撼。在那个绝大多数汽车还使用传统外露式门把手的年 代，隐藏式门把手不仅使车辆外观更加简洁、更具备流线型美感，还能降低风阻，提高车辆能效表现， 因而成为众多新能源车企彰显产品"高级感"的重要设计。 同时，明确了车门把手的释放方 ...

国信证券近日发布模拟芯片专题：模拟芯片行业周期向上，预计2025/2026年全球市场 规模分别增长3.3%/5.1%。全球模拟芯片市场规模2004-2024年的CAGR为4.77%，WSTS预计 2025/2026年分别增长3.3%/5.1%至822/864亿美元。根据WSTS和弗若斯特沙利文的数据， 2024年我国占全球模拟芯片市场的35%左右，是海外模拟芯片大厂收入的主要来源地之一， TI/ADI/MPS2024财年来自中国的收入分别约30/21/12亿美元，合计63亿美元，而A股模拟芯 片龙头圣邦股份2024年收入仅33.5亿元，潜在国产化空间较大。 以下为研究报告摘要： AI：AI除了带动模拟芯片整体需求外，AI产业链的国产化也是重点，以多相电源为代表 的核心电源管理芯片既是增量市场，也是国产化的重点和难点。 汽车：汽车的电动化和智能化为模拟芯片提供增量，国内车厂在电动化和智能化方面布 局积极，为国内模拟芯片公司突破汽车领域国产化提供了机会。我们认为，汽车模拟芯片仍 是增量市场，且国产化处于起步阶段，前几年相关企业仍是以产品研发和导入为主，目前正 进入集中放量阶段。 【责任编辑：杨梓安 】 消费电子： ...

Group 1 - Hong Kong automotive stocks collectively rose, with Li Auto up over 6%, BYD up nearly 5%, Great Wall Motors and NIO up over 3%, and XPeng Motors and Leap Motor up over 2% [1] - Recent earnings reports show Li Auto's Q2 revenue at 30.2 billion yuan, a quarter-on-quarter increase of 16.7%, with an operating profit of 827 million yuan, a year-on-year increase of 76.7% and a quarter-on-quarter surge of 204.4% [1] - Leap Motor achieved Q2 revenue of 14.23 billion yuan, with a gross margin of 13.6% and a net profit of 160 million yuan, marking a profitable quarter that exceeded expectations [1] Group 2 - XPeng Motors reported a net profit of -66.05 million USD for the second fiscal quarter of FY2025, an increase of 62.68% year-on-year [1] - BYD is expected to announce its Q2 results on August 30, forecasting a net profit between 10.5 billion to 12.914 billion yuan, representing a year-on-year growth of 15.9% to 42.5% [1] - Analysts suggest that Chinese automotive brands have gained the capability to compete with global traditional giants in design, technology, and experience, particularly in electrification and intelligence [1]

Group 1 - Hong Kong automotive stocks collectively rose, with Li Auto up over 6%, BYD up nearly 5%, Great Wall Motors and NIO up over 3%, and XPeng Motors and Leap Motor up over 2% [1] - Li Auto reported Q2 revenue of 30.2 billion yuan, a quarter-on-quarter increase of 16.7%, with an operating profit of 827 million yuan, a year-on-year increase of 76.7% and a quarter-on-quarter increase of 204.4% [1] - Leap Motor achieved Q2 revenue of 14.23 billion yuan, with a gross margin of 13.6% and a net profit of 160 million yuan, marking a profitable quarter that exceeded expectations [1] Group 2 - XPeng Motors reported a net profit of -66.05 million USD for the second fiscal quarter of FY2025, an increase of 62.68% year-on-year [1] - BYD is expected to announce its Q2 results on August 30, predicting a net profit of 10.5 to 12.914 billion yuan, a year-on-year increase of 15.9% to 42.5% [1] - Analysts suggest that Chinese automotive brands have the capability to compete with global traditional giants, particularly in electrification and intelligence, and are actively entering developed markets such as Europe and Australia, while positioning Mexico as a gateway to the North American market [1]

Core Points - The China Securities Automotive Semiconductor Industry Index has shown a positive trend, with a 4.05% increase over the past month, 1.71% over the past three months, and a 5.76% increase year-to-date [1] - The index comprises up to 50 listed companies involved in providing semiconductor materials, equipment, and products for the automotive electrification and intelligence sectors [1] - The index is based on a starting point of 1000.0 points as of December 30, 2016 [1] Index Holdings - The top ten weighted companies in the index include: Northern Huachuang (4.92%), Changdian Technology (4.74%), OmniVision Technologies (4.71%), Zhaoyi Innovation (4.68%), Zhongwei Company (4.66%), Unisoc (4.46%), Sanan Optoelectronics (4.24%), Rockchip (3.3%), Wingtech Technology (3.14%), and Tongfu Microelectronics (3.05%) [1] - The index's market segment distribution shows that the Shanghai Stock Exchange accounts for 72.40%, while the Shenzhen Stock Exchange accounts for 27.60% [1] Industry Composition - In terms of industry composition, integrated circuits represent 58.41%, semiconductor materials and equipment account for 24.91%, discrete devices make up 9.30%, optoelectronics comprise 4.24%, and electronic terminals and components constitute 3.14% [2] - The index samples are adjusted biannually, with adjustments occurring on the next trading day following the second Friday of June and December each year [2] - Weight factors are generally fixed until the next scheduled adjustment, with special circumstances allowing for temporary adjustments [2]

Group 1 - The core viewpoint of the news is that Hunan Chuyuan New Materials Co., Ltd. has officially submitted its IPO application to the Shenzhen Stock Exchange, focusing on the research and industrialization of electronic information new materials, particularly photosensitive dry film [1] - The company has achieved a leading market share among domestic enterprises and ranks third globally in the production of photosensitive dry film, which is crucial for PCB manufacturing [1] - The company's revenue and net profit for the years 2022 to 2024 are projected to be 910 million yuan, 890 million yuan, and 1.057 billion yuan, with corresponding net profits of 160 million yuan, 155 million yuan, and 170 million yuan [1] Group 2 - The company plans to raise 1.22 billion yuan through the IPO to invest in high-end photosensitive dry film projects and a research and operation center, as well as to supplement working capital [1] - Future development plans indicate that the PCB industry will continue to evolve towards high precision, high integration, and high frequency, driven by factors such as the new AI innovation cycle and the rapid development of electric and intelligent vehicles [2] - The company aims to maintain its market leadership in photosensitive dry film for PCB applications while actively exploring opportunities in the integrated circuit packaging sector, capitalizing on domestic substitution trends [2]

Core Viewpoint - The article discusses the tension between technological features and user experience in the automotive industry, highlighting the need for optimization of certain features that are currently seen as unnecessary or problematic by consumers [1][20]. Group 1: Panoramic Sunroofs - Panoramic sunroofs are becoming standard in electric vehicles, enhancing headroom and providing a scenic view, but they can lead to excessive heat in summer, making the driving experience uncomfortable [2][3][7]. - Many consumers report that the large glass surface of panoramic sunroofs acts like a "solar collector," significantly increasing cabin temperatures, which has led to complaints on social media [3][7]. - The trend of using panoramic sunroofs is not limited to electric vehicles; even traditional fuel cars like the latest Toyota Camry and Ford Mondeo are adopting this feature [7]. - Engineers note that panoramic sunroofs save space and reduce vehicle weight, which can help improve electric vehicle efficiency, with costs for panoramic glass being lower than traditional sunroofs [8][11]. - Despite claims of UV protection, panoramic sunroofs do not effectively block infrared rays, which contribute to heat buildup in the cabin [11]. - Consumers are resorting to various methods to mitigate heat, including installing sunshades or using makeshift solutions like newspapers, which can lead to increased energy consumption due to higher air conditioning use [12][17][18]. Group 2: Disappearing Physical Buttons - The trend of replacing physical buttons with touchscreens, initiated by Tesla, is becoming prevalent in the automotive industry, with many new models lacking any physical controls [20][21]. - Research indicates that using touchscreens can significantly increase driver reaction times, raising safety concerns compared to traditional physical controls [22][24]. - A study showed that drivers using older vehicles with physical buttons could complete tasks much faster than those using modern touchscreens, which can take significantly longer [24]. - Issues with touchscreen systems, such as system failures, have raised concerns about the reliability of vehicles that depend heavily on electronic controls [24]. - Some manufacturers are beginning to reintroduce physical buttons in response to consumer feedback, emphasizing the importance of balancing technology with user experience [25][26]. - The article concludes that while innovative designs are important, safety and user experience should remain the top priorities in automotive design [27].

Core Insights - Mercedes-Benz is emphasizing its commitment to the Chinese market with the launch of the new pure electric long-wheelbase CLA and the Vision V concept car, showcasing advanced technology and a focus on local needs [1][3][6] - The new CLA features significant advancements in energy efficiency and safety, including a range of 866 kilometers and a battery-to-wheel energy conversion efficiency of 93% [3][5] - The company aims to deepen its local partnerships and enhance its product offerings tailored to Chinese consumers, marking a shift from "in China, for China" to "in China, for the world" [5][6] Group 1 - The new pure electric long-wheelbase CLA is positioned as a key model for Mercedes-Benz's future strategy in China, highlighting the company's focus on electric mobility and advanced technology [1][3] - The vehicle incorporates a two-speed transmission and an 800-volt architecture, allowing for rapid charging and impressive range performance [3][4] - Mercedes-Benz is leveraging local R&D capabilities, with a significant number of engineers based in China, to develop products that meet local consumer demands [5][6] Group 2 - The Vision V concept car and the CLA are part of a broader strategy to showcase Mercedes-Benz's innovation in electric and intelligent vehicles, balancing luxury with safety and efficiency [2][4] - The company has conducted extensive testing to ensure the safety of the new CLA, achieving a five-star rating in fire safety for electric vehicles in China [5] - Mercedes-Benz plans to introduce seven exclusive models for the Chinese market by 2027, further solidifying its commitment to local production and innovation [6][7]

上海车展期间，安波福（APTV：NYSE)表示，将支持全面芯片国产化。安波福是一家跨国汽车零部 件供应商，中国及亚太区总裁杨晓明表示："我们正在全力、全速推进本地化战略2.0，构建起全面、 彻底、完整的中国方案。"汽车电动化和智能化变局中，芯片发挥越来越重要作用。安波福基于国产 SoC芯片开发的ADAS方案已经获得国内头部新势力车企的定点。 ...