Group 1 - The International Automobile Federation (FIA) aims to establish new partnerships with companies it has not previously engaged with, viewing the event as a significant opportunity for brand development [3] - FIA's Chief Development Officer, Habib Turkie, has a comprehensive list of companies to meet during his five-day visit to China, including battery suppliers, software and AI providers, automotive manufacturers, racing teams, local governments, and regulatory bodies [5] - The FIA hosted a cooperation meeting on the first day of the Chain Expo, which attracted over ten automotive industry companies, leading to an increase in seating due to high attendance, indicating strong interest in collaboration [7] Group 2 - The Chain Expo highlighted the synergy between global racing resources brought by the FIA and innovative technologies from Chinese enterprises in the fields of new energy and intelligent networking, promoting mutual cooperation and win-win development [9]

1 富奥汽车零部件股份有限公司 投资者关系活动记录表 编号：2025-09 | | √特定对象调研 □分析师会议 | | --- | --- | | 投资者关系活动 | □媒体采访 □业绩说明会 | | | □新闻发布会 □路演活动 | | 类别 | □现场参观 | | | □其他 | | 活动参与人员 | 中信证券 | | 时间 | 2025 年 7 月 16 日 13:30-14:30 | | 地点 | 富奥汽车零部件股份有限公司 | | 形式 | 座谈 | | 上市公司接待人 | 富奥汽车零部件股份有限公司： | | | 董事会秘书：张宁 | | | 研发中心副主任：李伟 | | | 规划发展部平台事业规划及项目管理主任：王维国 | | 员姓名 | 市场营销部（海外事业部）营销信息业务主任：冯沙 | | | 财务控制部（董事会办公室）证券事务代表：刘岩 | | | 财务控制部（董事会办公室）综合事务主管：沈相君 | | | 1、问：富奥股份在开拓国际市场方面有哪些布局和进 展？ | | | 答：富奥股份通过多维度布局推进国际化发展。在欧洲 | | 交流内容及具体 | 设立办事处搭建高效沟通桥梁，同时通过 ...

证券代码：301215 证券简称：中汽股份 中汽研汽车试验场股份有限公司 投资者关系活动记录表 编号：2025-007 投资者关系活 动类别 ☑特定对象调研 □分析师会议 □媒体采访 □业绩说明会 □新闻发布会 □路演活动 ☑现场参观 □其他 参与单位名称 及人员姓名 鑫巢资本-詹奥博、山西证券-刘斌、中欧基金-姜卫龙、中邮证 券-付秉正、常州金控-甘晨笛、西部证券-庄恬心、太平基金- 王寓捷、旭海资产-金军、日桓投资-庄小利、东方财富-屠丽燕、 东方财富-冯汉娇、滨江国控-夏靖婷、山西证券-贾国琛、叁陆 玖投资-巢宇杰、鑫巢资本-倪恩泽、山西证券-谢文慧 。 时间 2025 年 6 月 26 日 13:30-15:30 地点 会议室 上市公司接待 人员姓名 董事、总经理：张子鹏 副总经理：康诚 总会计师兼董事会秘书：夏秀国 董事会办公室副主任：卢小凡 证券事务代表：奚佩佩 投资者关系活 动主要内容介 绍 本次交流活动采用现场交流方式举行，活动不涉及应披露 的重大信息，与投资者交流情况如下： 1.贵公司未来在区域布局上有什么计划？ 答：目前，我们的核心测试资源和业务重心位于华东地区。 面向未来，为更好地服务全 ...

Group 1: Industry Overview - In April, Shandong's automobile production reached 233,700 units, marking the first time it ranked first in the country with a year-on-year increase of 45% [1] - In 2024, Shandong's total household automobile sales are projected to be 1.881 million units, with new energy vehicles (NEVs) accounting for 889,314 units, reflecting a growth rate of 67.82% [1] - The automotive industry in Shandong is characterized by a "1+N" multiplier effect, impacting over 200 sub-sectors and continuously shaping consumer choices through technological innovation [1] Group 2: Policy and Consumer Behavior - Shandong has initiated a "trade-in" subsidy policy, leading to over 1 million vehicles being scrapped and replaced, with a total of 1.024 million vehicles updated as of April 26 [2] - The province's "2025 Shandong Automobile Scrapping and Replacement Subsidy Implementation Rules" aim to expand automobile consumption [2] - The demand for new energy vehicles is significantly driven by the trade-in subsidy, indicating a shift from traditional fuel vehicles to a dual-track system of NEVs and fuel vehicles [4] Group 3: Market Trends - As of March 2024, the number of NEVs in Shandong increased by 56.7% year-on-year, reaching a historical high [3] - Domestic brands dominate the top ten household automobile sales in Shandong, with BYD leading the market [3] - NEV sales have risen across all 16 cities in Shandong, with Jinan and Qingdao achieving sales of 121,900 and 118,700 units, respectively [3] Group 4: Infrastructure Development - Shandong has implemented a "charging station rural outreach" plan, achieving over 60% coverage in cities like Zibo and Weifang, and 70% coverage in county areas [7] - By the end of March, Shandong had 1.1735 million charging facilities, a year-on-year increase of 89.7%, with rural areas seeing a 138.9% increase [8] - The province's efforts in charging infrastructure have facilitated the growth of NEVs, with a focus on rural areas achieving "full coverage" of public charging facilities ahead of schedule [8] Group 5: Production and Supply Chain - The automotive consumption boom is driving rapid growth in NEV production in Shandong, with companies like Chery and BYD ramping up their output [9] - Chery's Qingdao base plans to produce over 250,000 vehicles by 2025, while BYD's Jinan factory has already produced 14,000 NEVs in January 2024, a 3.6% increase year-on-year [9] - The automotive supply chain in Shandong includes upstream raw materials and core components, midstream vehicle production, and downstream charging and recycling enterprises, forming a comprehensive ecosystem [9] Group 6: Future Outlook - Shandong's NEV industry is transitioning from a preparatory phase to an explosive growth phase, driven by increased demand and significant investments from leading companies [10] - The growth in consumer demand for NEVs is prompting Shandong automotive companies to enhance their R&D in NEVs and smart connected technologies [10] - The robust automotive consumption is expected to attract more related enterprises to Shandong, further strengthening the automotive industry chain [10]

点 击 蓝 字 关 注 我 们 本文全文共 2318 字，阅读全文约需 7 分钟 中国汽车流通协会乘用车市场信息联席分会（简称乘联分会)联合上海安路勤企业管理咨询有限公司(简称 安路勤)联合发布的乘用车智能化指数，旨在定期监控国产乘用车市场的智能化发展进程，并通过历史数据比 对，判断未来发展趋势。 2025年4月乘用车智能化指数为31.9。其中智能座舱指数为34.4；智能驾驶指数为34.5；舱外智能指数为 17.0。 通过对2025年1月起的乘用车智能化指数进行追溯计算，可以看到最近4个月来的乘用车智能化指数走势 变化。 目前，乘用车智能化指数有三个分项指数，分别为 智能座舱指数、智能驾驶指数 和 舱外智能化指数 。 2025年4月智能座舱指数为34.4，较上月出现小幅度下滑。 2025年4月智能驾驶指数为34.5，环比小幅下降。 2025年4月舱外智能指数为17.0，同样也较上月有所下滑。 数据来源： 以乘联分会每月发布的《乘用车市场信息联席分会月报表 ( 零售表 ) 》为销量数据来 源，结合安路勤智车研栈智能装备监测数据，每月通过全国各主要城市各品牌 4S 店抽样调查的各车型数 据拟合而成 。 指数构成： ...

对于受影响的员工，一汽南京提供了三种处置路径：最优选项为接受"N+4"倍月薪的特殊离职补偿；次选为集团内部异地调配至 长春研发总部；第三方案为参与集团跨体系岗位竞聘。后两种方案均不附带任何经济补偿，且存在岗位适配性风险。 一汽集团于5月22日回应称，网传"南京子公司裁员"为不实信息，此次属企业正常业务调整，并为所有员工预留岗位；对于因异 地原因无法返厂的自愿解除合同关系的人员，还给予行业最高补偿N+4。 此次一汽南京的组织调整并非突发决策。2025年首季期间，该企业南京研发中心曾爆发过重大劳资纠纷，员工因年终绩效争议 发生集体维权事件。有分析认为，当前车企在转型期的人员与机构优化将成为常态，但如何平衡效率与员工权益，仍需制度保 障与透明沟通。 一汽集团近年持续推进研发体系改革，2024年曾宣布投入150亿元用于新能源与智能网联技术研发。此次南京公司的业务调整， 被视为集团深化内部协同、优化区域布局的举措之一。 5月23日多家媒体报道称，中国汽车工业巨头一汽集团旗下的核心研发机构一汽南京科技开发有限公司（以下简称"一汽南京"） 被曝启动整体性组织重构。据爆料，此次调整涉及100多名员工，该公司原本有200多人， ...

Core Viewpoint - Multiple automotive manufacturers are increasingly adopting open-source strategies for their self-developed automotive operating systems, aiming to enhance efficiency, reduce costs, and foster innovation in the industry [2][3][4]. Group 1: Industry Trends - The automotive industry is transitioning from being merely a "transportation tool" to an "intelligent terminal," necessitating specialized automotive operating systems [3]. - The new generation of automotive operating systems serves as the "nerve center" connecting hardware computing power with AI algorithms, which is crucial for the efficient and safe operation of smart vehicles [3]. Group 2: Open Source Benefits - Open-sourcing automotive operating systems is seen as a way to improve efficiency by addressing inconsistencies in technology standards and slow update cycles in closed-source systems [3]. - The establishment of an open and efficient automotive operating system ecosystem is essential for better resource utilization and innovation within the industry [3][4]. - Open-source platforms can gather technical expertise from the industry, optimize innovation resource allocation, and accelerate the development and validation of new technologies [3][4]. Group 3: Impact on Manufacturers - The launch of the Li Auto Star Ring OS, which can complete chip adaptation in as little as four weeks, significantly reduces dependency on single chip suppliers and saves up to five months compared to traditional methods [4]. - The self-developed virtualization technology in Li Auto Star Ring OS minimizes performance loss and storage resource usage, helping manufacturers cut production and R&D costs [4]. Group 4: Consumer Implications - Open-source systems are expected to lower R&D costs for manufacturers, leading to more affordable vehicle prices for consumers [4]. - The construction of an open ecosystem is likely to enhance vehicle performance, providing consumers with improved driving and riding experiences [4]. - For instance, the Li Auto self-developed system can double response speed, increase response stability by five times, and shorten braking distance by seven meters, thereby enhancing driving safety [4]. Group 5: Future Industry Collaboration - Experts suggest that in the "second half" of the smart automotive era, the technical advantages of individual companies will be limited, and an open technological foundation will better promote collaborative innovation and development within the industry [5].

导 语：产销快报显示，今年1-3月份赛力斯销量分别为22430辆、21329辆、24609辆，同比分 别大跌45.82%、39.43%、34.43%。 据赛力斯集团股份有限公司在港交所递交的招股书内容，其上市计划已迈出关键一步。赛力斯始创 于 1986 年，是一家以新能源汽车为核心业务的技术科技型企业，目前也是 A 股上市公司。其业务 覆盖新能源汽车及核心三电等产品的研发、制造、销售及服务。 在市场定位上，赛力斯主要针对中高端市场，通过与华为的深度合作，推出了问界系列车型，如问 界 M5、M7、M9 等，覆盖了 SUV 和 MPV 等细分领域，凭借豪华内饰、卓越性能和智能化驾驶体 验，赢得了众多消费者的青睐。 基于鸿蒙操作系统研发的智能网联技术，为用户带来了便捷、舒适的交互体验。此外，赛力斯还应 用了万吨级超级智能压铸单元，提升了生产效率与车身强度。 从财务数据来看，赛力斯在过去几年呈现出显著的增长态势。根据招股书，2024 年其营业收入同比 增长了 50%，净利润达到历史新高。新能源汽车业务作为核心收入来源，占比达 93.33%，毛利率 为 26.21%。 这一增长得益于其产品矩阵的丰富以及市场份额的逐步扩 ...

近年来中国汽车产品的国际竞争力明显增强，出口量已达世界第一，根据中国汽车工业协会的统 计，2024年共出口595万辆。分析其原因，包括新能源汽车发展领先世界，智能网联技术蓬勃发展等技 术因素。 但是笔者认为，疫情三年，为中国品牌汽车国际竞争力的显现提供了重要契机。 一、从2021年起，中国汽车出口量快速增长。 根据统计，中国汽车整车出口，从2007年到2019年，一直在50万至100万间缓慢增长，2019年达到 122万辆。2020年为108万辆，2021年突破200万，2022年突破300万，2024年突破500万，去年接近600 万。明显可以看出疫情以来，中国汽车整车产品出口增长持续强劲。从另一个角度看，中国汽车整车出 口增长，并不是新能源汽车带动。多数年份新能源汽车出口占比低于内销的比例。 因此可以得出结 论，中国汽车整车出口连续大幅增长，并不是某一项和几项新技术带动而成，而是整体品牌竞争力提 高，成本有了明显的优势。 二、首要原因，是中国制造美誉度提高，中国产品的性能、质量得到世界主要市场的认可。 疫情初起， 在世界范围内供应链出现多处危机，而 中国制造大显神威。一是 中国 采取严格的防控 措施，生产 ...