金融界2025年7月8日消息，国家知识产权局信息显示，广州汽车集团股份有限公司申请一项名为"线控 底盘系统、控制方法、中央控制器和车辆"的专利，公开号CN120245740A，申请日期为2023年12月。 专利摘要显示，本发明涉及一种线控底盘系统、控制方法、中央控制器和车辆，该线控底盘系统包括中 央控制器、线控方向盘、线控制动踏板、线控加速踏板和四个轮边电机，每一轮边电机用于连接一车 轮；中央控制器，与线控方向盘、线控制动踏板、线控加速踏板和四个轮边电机相连，用于根据线控方 向盘、线控制动踏板和线控加速踏板输出的当前车辆数据，控制轮边电机工作。中央控制器根据反映驾 驶意图和车辆运行情况的当前车辆数据，合理控制四个轮边电机进行相应的工作，即可实现了前进、后 退、制动、转向和电子稳定控制等功能，从而无需设计结构复杂的传动、制动、转向和电子稳定控制等 系统，线控底盘系统整体机械结构和电器结构更加简单高效。 天眼查资料显示，广州汽车集团股份有限公司，成立于1997年，位于广州市，是一家以从事汽车制造业 为主的企业。企业注册资本1023249.7472万人民币。通过天眼查大数据分析，广州汽车集团股份有限公 司共对外投资 ...

◆国内新闻 黑龙江：围绕物流配送、空中交通等重点领域，组织开展省级低空装备创新应用试点地区和基地（场景）认定 黑龙江省人民政府办公厅近日印发《黑龙江省支持航空航天产业高质量发展若干政策措施》。其中提到，开展低空装备创 新应用试点。稳步推进我省低空装备创新应用试点省份建设，进一步发挥试点引领作用，面向产业基础好、应用场景突出的县 （市、区），围绕物流配送、空中交通、新兴消费等重点领域，组织开展省级低空装备创新应用试点地区和基地（场景）认 定。 我国牵头制定的首个网联车辆电磁辐射抗干扰ISO国际标准正式发布 据央视新闻报道，由我国牵头制定的《道路车辆 窄带辐射电磁能的抗扰性 V2X辐射抗扰度》国际标准近日正式发布，来自 韩国、法国等国家的专家共同参与了该项标准的研究制定工作。 前5个月深圳市出口电动汽车111.8亿元 同比增长16.7% 据深圳海关统计，2025年前5个月，深圳市出口电动汽车111.8亿元，同比增长16.7%。 中国阿联酋港口开通汽车物流新通道 据央视新闻报道，7月3日，阿联酋阿布扎比港口集团旗下汽车滚装船"扎赫尔"轮，在宁波舟山港装载近4000辆中国产汽车 后，开启首航。该轮将途经中东、地中海和 ...

拉线油门、无助力刹车、机械转向、手刹驻车，相信不少老司机都开过这样的车型，甚至直到今天，不少驾校的教练车也依旧采用这样的配置。不同于 电控系统，传统的机械结构往往具有不错的可靠性，以及更容易维修。但在数字化和电气化时代，机械结构也意味着性能上的代差。汽车进入新能源时代 后，线控技术逐渐开始普及。什么是线控技术，线控技术都有哪些，如果线控技术失效了该怎么办呢？ 什么是线控技术？ 汽车线控技术是指通过电子信号替代传统机械连接实现车辆控制的技术，也被称为线控驱动系统。其核心在于用电信号代替传统的机械连接和液压系 统，通过电子控制单元（ECU）实现车辆关键功能的精确控制。 线控技术起源于20世纪80年代航空领域中的电传操纵（Fly By Wire）技术，早期飞机采用的机械和液压机械飞行控制系统相对较重，需要通过滑轮、曲 柄、张紧电缆和液压管系统等一系列机械结构将飞行控制电缆穿过整架飞机。而且操纵系统还需要冗余备份，重量着实不轻。而且这套系统对不断变化的空 气进行补偿的能力有限，早已到了性能天花板。 空客2H2E架构 在大型飞机上，飞行构型通常由中央液压系统提供动力。随着电动静液执行器（EHA）的发明，允许通过将电动执 ...

Core Viewpoint - The recent name change of China Changan Automobile Group Co., Ltd. to Chanzhi Automotive Technology Group Co., Ltd. has sparked controversy, but it does not affect the brand name of Changan Automobile or its operational structure [1][5]. Group 1: Company Name Change - Changan Automobile announced that the name change of its parent company does not alter the shareholding structure or the operational activities of Changan Automobile [3][5]. - The new name, Chanzhi Automotive Technology Group, reflects the company's focus on automotive parts and related sectors, holding a 17.99% stake in Changan Automobile [1][3]. Group 2: Corporate Structure and Governance - The name change is part of a broader restructuring within the China Weapon Equipment Group, which oversees Changan Automobile, and does not impact the control or governance of Changan Automobile [3][6]. - The restructuring involves the separation of the automotive business into an independent central enterprise, with the State-owned Assets Supervision and Administration Commission (SASAC) overseeing the new entity [3]. Group 3: Business Performance and Future Plans - Changan Automobile has a rich history of 162 years and operates 14 manufacturing bases globally, with a sales forecast of approximately 2.15 million units domestically and 536,200 units internationally for 2024 [6]. - The company plans to launch multiple new and updated products, including seven new energy vehicles, as part of its strategy to transition into a smart low-carbon mobility technology company by 2025 [6].

各位朋友好，我是帮主郑重。今天咱们来聊聊早盘的A股市场，沪指稳稳站上3400点，这可是个值得关注的信号。就像老股民常说的，3400点是技术面 的"心理关口"，站稳了就意味着市场信心在回暖。不过咱们得掰开揉碎了看，这背后藏着哪些机会和风险？ 先看稀土永磁板块，今天简直像坐了火箭。北矿科技直接三连板，中科磁业、宁波韵升这些老牌龙头也齐刷刷涨停。这可不是偶然，最近政策面释放了三个 重要信号：工信部对稀土开采监管趋严，深圳又出台改革创新政策，再加上新能源车、风电这些下游需求持续爆发，整个行业就像被点了火。我查了一下， 国家发改委刚发了文件，2025年新能源车销量目标要破千万辆，这得吃掉多少稀土永磁材料？更长远看，人形机器人和低空经济这两个新赛道，未来可能带 来十倍级的需求增长。 再说说汽车零部件，泉峰汽车、迪生力这些票直接封板，这背后是政策和市场的双重驱动。最近以旧换新政策加码，光5月份就有超过500万辆车享受补贴， 再加上新能源车渗透率突破38%，产业链上下游都跟着吃肉。更关键的是，智能驾驶和线控底盘技术正在颠覆行业格局，国内企业凭借成本和效率优势，正 在加速替代进口，像中鼎股份、亚太股份这些龙头，未来可能成为全球 ...

Group 1 - The automotive steering system is gradually transitioning from EPS to steer-by-wire technology, which offers better responsiveness, enhanced autonomous driving capabilities, and improved emergency steering safety [1] - The steer-by-wire system is essential for L3+ autonomous driving, with significant advancements since its first mass production application in the 2013 Infiniti Q50 [1] - The company is experiencing a recovery in its main business profitability and is building a comprehensive steer-by-wire chassis product portfolio, integrating trends such as electrification, automation, and software-defined vehicles [1] Group 2 - The company's net profit margin has significantly improved, with a projected net profit of $61.72 million in 2024, a 68.1% increase from $36.74 million in 2023 [2] - The company secured project orders totaling $6 billion in 2024, with 31% from new business, including multiple steer-by-wire orders, showcasing its strong competitiveness [2] - The company plans to strategically expand into the steer-by-wire chassis field with the release of rear-wheel steering (RWS) and electronic mechanical brake (EMB) systems in the first half of 2025, further enhancing future growth potential [2] Group 3 - The company is forecasted to achieve revenues of $4.469 billion, $4.772 billion, and $5.068 billion from FY2025 to FY2027, with year-on-year growth rates of 4.5%, 6.8%, and 6.2% respectively [2] - The projected net profit for the same period is $121 million, $162 million, and $186 million, reflecting growth rates of 96.2%, 34.1%, and 14.4% respectively [2] - Given the rapid profit growth phase, the company has a target price of HKD 7.61 per share, indicating a 24% upside potential from the current price, with a corresponding FY2025E PE of approximately 19 times [2]

Core Viewpoint - The company reported strong financial performance in Q1 2025, with significant year-on-year growth in revenue and net profit, driven by multiple product lines and a robust pipeline of new energy projects [1][2]. Financial Performance - In Q1 2025, the company achieved revenue of 2.638 billion yuan, representing a year-on-year increase of 41.83% [1] - The net profit attributable to shareholders was 270 million yuan, up 28.79% year-on-year [1] - The net profit after deducting non-recurring items was 266 million yuan, reflecting a growth of 38.61% [1] - Main business revenue reached 2.595 billion yuan, with a year-on-year growth of 42.78% [1] Product Line Growth - The company's smart electric control products saw a sales increase of 58.43% year-on-year, becoming the main driver of overall growth [1] - Disc brakes and lightweight braking components experienced year-on-year growth of 36.14% and 23.45%, respectively [1] - The synergy among multiple product lines supported the rapid increase in overall revenue [1] New Energy Project Pipeline - As of Q1 2025, the company had a total of 498 projects under research, new production, and new designated projects, marking a year-on-year increase of 6.41%, 11.76%, and 13.21% respectively [1] - Among these, 393 projects are related to new energy vehicles, aligning with trends in electrification and intelligence, providing ample reserves for future project releases [1] Customer Structure and Market Expansion - The company has served a total of 50 automotive manufacturer clients and is actively optimizing its customer structure [2] - New clients added in 2024 include Ford North America and GAC Toyota [2] - The company’s overseas business is progressing steadily, with exports to the U.S. reaching 339 million yuan, primarily through bases in China and Mexico [2] - The establishment of a stable supply capability from the Mexico factory marks a significant step in the company's international strategy [2] Profit Forecast - The company is expected to achieve revenues of 12.7 billion yuan, 16.1 billion yuan, and 20.1 billion yuan in 2025, 2026, and 2027 respectively [2] - The projected net profits attributable to shareholders for the same years are 1.56 billion yuan, 2.01 billion yuan, and 2.44 billion yuan [2] - The company is anticipated to experience rapid growth in revenue and net profit, particularly in the fields of online control chassis and robotics [2]

线控底盘布局加速，新领域增长潜力大：（1）24 年公司机械转向产品销量288.65万套，同比+23.8%， 万达净利率6.7%，同比+2.3pp，整合成效显著；DP-EPS、R-EPS 转向系统、线控转向系统的研发工作 顺利推进中。（2）在汽车线控底盘的方向上，结合客户项目的具体需求，分步开展线控制动、线控转 向、主动悬架等集成控制的开发工作，已完成空气悬架完成B 样开发验证，底盘系统布局加速。（3） 智能驾驶领域，公司积极推广已有的L2 及L2+级别ADAS 产品的商业化，并在行泊一体化域控制器、 高精地图、智能算法等方面展开研发。 盈利预测与投资建议。预计公司2025-2027 年EPS 分别为2.49/3.27/4.18 元，对应PE 为24/18/14 倍，归母 净利润CAGR 为28%，维持"买入"评级。 风险提示：竞争加剧的风险；新产品推广不及预期的风险；海外市场风险等。 事件：公司发布2025年一季报，25Q1实现营收26.38亿元，同比+41.8%，环比-21.5%；归母净利润2.7亿 元，同比+28.8%，环比-37.3%。 Q1营收增长亮眼，盈利能力有所承压：25Q1 公司主要客户销量实现 ...

江淮汽车，让中国新能源车向上， 也让自己向上。 上海车展如火如荼进行。在开展首日，5.2号展馆的鸿蒙智行展台后方，一座神秘的展厅前，经常可以看到来自奔驰、保时捷、宝马、宾利等豪华车企的 高管排起队伍，等待参观。 吸引这些老牌豪华车企前来体验的车型，正是华为携手江淮汽车打造的超豪华旗舰产品——尊界S800。 这是华为鸿蒙智行体系下，最高定位的品牌，首款车尊界S800的预售价在100万-150万元，预计今年二季度交付。也可以说，是目前中国新能源车当中的 顶尖序列产品，是华为科技豪华的集大成之作。 当然，华为只是尊界S800诞生的母体之一，其负责产品定义、设计，智能化灵魂的注入等，而另一个母体则是江汽集团（又称江淮汽车），一个61年历 史的中国自主汽车品牌。 双方共同完成了尊界S800的整车开发。同时，江淮汽车还为尊界打造了专属的超级工厂，已经于2024年底落成。 在尊界之前，由江淮合作开发的另一个中国高端新能源车品牌则是蔚来汽车，双方合作历时近7年。 从蔚来到尊界，从2014年涌起的中国新造车浪潮中，江淮汽车接连联袂了两大高端序列的中国新能车品牌。 在江淮汽车的展厅里，除了引人瞩目的尊界S800，江淮汽车基于领先 ...

Summary of Bertley Conference Call Company Overview - Bertley reported a revenue of 11.13 billion in 2024, representing a year-on-year growth of 33% [2][3] - Net profit attributable to shareholders increased by 36%, with a non-recurring net profit growth of 30% [2][3] - R&D investment reached 5.76 billion, up 28% year-on-year, accounting for 5.79% of revenue [2][3] Financial Performance - Basic earnings per share (EPS) was 1.99, a 30% increase year-on-year; non-recurring EPS was 1.84, up 25% [2][4] - The net asset return rate was 19.76% [3] - Gross margin remained stable at around 21%, with a net profit margin exceeding 12% [3] Project Development and Product Launches - In 2024, Bertley added 416 new designated projects, a 30.4% increase, and 309 new mass production projects, up 28% [2][6] - Total projects under research reached 430 [6] - New designated projects are expected to generate an annualized revenue of 65.4 billion over their lifecycle, focusing on disc brakes, lightweight products, electronic parking brakes, and steer-by-wire systems [2][6] Product and Market Dynamics - Significant growth in product lines: intelligent electric control products sales exceeded 5.2 million units (+40%), disc brakes sales reached nearly 3.4 million units (+19%), and lightweight products totaled 13.8 million units (+35%) [5] - Major clients include well-known North American electric vehicle manufacturers, Ford North America, and various Volkswagen brands [5] Future Growth Projections - Revenue is expected to grow by 28% in 2025, with specific targets for various segments: disc brakes (+15%), electronic parking brakes (+30%), lightweight products (+30%), steer-by-wire (+40%), steering systems (+30%), and ADAS (+70%) [3][21] Strategic Initiatives - Bertley is actively entering the robotics industry in two phases: the first focuses on key components and assemblies, while the second will expand into complete robotic systems [3][12][26] - The company plans to enhance production capacity in response to market demand, particularly for EPB products, fixed calipers, lightweight products, and EPS [3][13] Technological Innovations - Bertley has made advancements in air suspension technology, integrating open and closed system advantages to improve performance while controlling costs [8] - The company aims to achieve mass production of air suspension by the end of 2025 [7][8] International Expansion and Market Strategy - The Mexican factory generated 2.75 billion in revenue in 2024, with 90% from lightweight products, despite reporting a loss of 1.1 billion [3][29] - The company is focusing on expanding its international market presence, particularly in Europe and North America, with plans to target clients like Renault and BMW [23][24] Conclusion - Bertley is positioned for robust growth with a strong focus on R&D, product innovation, and strategic market expansion, aiming for a compound annual growth rate of around 20% over the next five years [16]