海南产经新观察："数智"浪潮擘画出行新蓝图 中新网海口11月22日电 (记者 王子谦)随着人工智能技术持续赋能传统交通行业，数智交通应运而生， 显著提升了通行效率、安全水平与服务体验。海南自贸港正积极拥抱这一时代浪潮，以数字化、智能化 擘画未来出行新蓝图。 "向数图强"夯实数智交通底座 近年来，从环岛旅游公路智慧化改造到"车路云一体化"实践，海南以"向数图强"为契机，建设数智交通 岛。 "大力发展数智交通，是海南突破海岛地理制约、提升交通系统运行、塑造国际竞争新优势的战略选 择。"海南省政府党组成员、参事室主任刘登山在近日举办的2025第二十届中国智能交通大会上表示， 海南正加快推进能源网、路网、通信网、车联网"四网融合"，夯实数智交通基础设施。 在能源网建设方面，海南新能源汽车市场渗透率超过六成，保有量占22.6%，全省车桩比已达2.1:1，全 省高速公路服务区和所有乡镇建设充电桩100%全覆盖。 海南省交通运输厅总工程师马晓松说，海南自贸港具备政策、场景、地理单元等独特优势，为技术迭代 和产业发展提供了良好土壤。当前，自动驾驶在旅游场景率先实现商业化运营，"数字琼州海峡""自由 流收费技术创新"等重点应用 ...

据了解，周光涛专注于车联网与智慧交通领域的技术研发与创新，是中国联通集团车联网及智慧交 通领域的学术带头人，在海南深度参与自贸港智慧交通建设。 海南日报海口11月20日讯(海南日报全媒体记者 曹马志)"海南自贸港发展智能交通前景广阔，我们 充满期待。"11月20日，从北京赶来海南参加2025第二十届中国智能交通大会的联通智网科技车辆智能 网联研究院院长周光涛化身"代言人"，分享海南机遇。 "我们携手联通海南公司，推动在海南实现无人接驳、智慧泊车、远程驾驶等多元应用落地，助力 海南跻身全国首批'车路云一体化'应用示范区域。"周光涛在接受海南日报全媒体记者采访时表示，作 为中国联通在车联网与智慧交通领域的专业子公司，联通智网科技深度融合中国联通"云、大、物、 智、链、安"新一代数字基础设施能力，系统沉淀交通大数据治理、数字孪生建模、AI智能分析、全息 感知融合、车路协同预警等核心能力。 周光涛介绍，当前，该公司已构建形成覆盖车路协同示范应用、数字交通精准管控、网联车辆增值 服务三大业务领域的"车路云一体化"智慧交通产品体系。未来，将紧扣海南自贸港交通发展需求，联通 智网科技将持续深化在琼布局，推动5G、AI与大模 ...

潘勇介绍，海南以"单车智能技术+车路云理念"的数据驱动型智能驾驶新方案(C-FSD)为核心技术路 径，打造里程最长、场景最丰富、独具热带海岛特色的"车路云"示范省。围绕"环岛旅游公路""环岛高 速公路"两大主线，实现交通设施数字化升级，推动道路开放，赋能智慧交通发展以及智能网联汽车应 用推广。 "在海南环岛旅游公路，打个无人驾驶汽车;在海口市区里，点点手机上的App，自动驾驶汽车就来 到家门口，将你顺畅送到目的地……"潘勇说，海南以海口、三亚、琼海、儋州等4个城市为核心载体， 落实"车路云一体化"应用试点及智能网联汽车准入和上路通行试点任务，实现四个城市平台架构统一、 身份互认、场景互补、数据互通。 本报海口11月19日讯(海南日报全媒体记者曹马志 通讯员钟芳瑞)"我们聚焦'车路云一体化'，通过应 用带动产业发展，推动智能交通生活走入寻常百姓家。"11月19日，参加2025第二十届中国智能交通大 会的海南交通集团智慧交通事业部副总经理潘勇在接受海南日报全媒体记者采访时表示。 海南作为全国唯一以"三市两线"(海口、三亚、琼海、环岛旅游公路和高速公路东线)联合开展应用 试点的省份，"车路云一体化"系统投建运具有省 ...

Core Viewpoint - Anhui Wantong Technology Co., Ltd. plans to raise up to 920 million yuan through a private placement of shares, with the funds aimed at supplementing working capital, reflecting the confidence of the actual controller in the company's future development [2][3]. Group 1: Fundraising and Shareholding - The company intends to issue shares at a price of 7.16 yuan per share, with the net proceeds after expenses to be used entirely for working capital [2]. - The actual controller, Huang Tao, through Tibet Tengyun Investment Management Co., Ltd., plans to subscribe to all shares issued in this private placement, increasing his shareholding from 21.01% to a higher percentage post-issuance [2]. - The issuance is expected to enhance the stability of the company's control and convey positive signals to the market and minority shareholders [2]. Group 2: Financial Performance - Despite winning significant projects, the company has faced financial pressure, reporting net losses of 90 million yuan, 103 million yuan, and 78 million yuan from 2021 to 2023 [3]. - In 2024, the company is projected to return to profitability with a net profit of 37 million yuan, although it reported a loss of 58.72 million yuan in the first three quarters of the current year [3]. - The company has relied on operating cash flow and bank loans for daily operations, and the new funds will help alleviate financial pressure and improve financial structure [3]. Group 3: Strategic Development - The company focuses on digital technology innovation, exploring fields such as big data, cloud computing, artificial intelligence, and IoT, aiming to provide integrated solutions for various sectors [2]. - The additional liquidity from the fundraising is expected to support the company in undertaking larger projects and enhance its vehicle networking information collection system, potentially driving future business growth [3]. - The company aims to strengthen its core competitiveness through innovation and deepen cooperation with Huawei Technologies to convert technological advantages into market competitiveness [4].

11月19日，较多布局汽车智能化龙头标的的智能电动车ETF（516380）场内价格盘中涨近1%，现涨 0.3%。成份股方面，赣锋锂业、天齐锂业和湖南裕能表现最为突出，涨幅分别达到3.52%、3.42%和 3.11%。另一方面，北京君正、宏发股份和比亚迪表现较弱，跌幅分别为1.25%、0.82%和0.69%。 | 图图 8日 1分 2分 15分 30分 60分 日 网 月 阅读 | F9 盘前盘玩 图M 516380(智能电动体ETF) 10.28 长 1.019 重要: 0.003(0.30%) 增长 1.023 院交盘 0 IOPV 1.0202 | 7.50 MIC I.M (0 CO 2025/11/19 | | 智能电动生ETF O | | 516380 | | --- | --- | --- | --- | --- | --- | --- | | | | | | .019 | | +0.003 +0.30% | | | | | | $5E CNY 102851 交易中 | | 788 | | | | | 0.829 | 净值费费 | | 华宝中证智能电动汽车ETF | | | | | | 假比 | ...

Group 1: Company Overview - Wanma Technology Co., Ltd. was established in 1997 and listed on the Shenzhen Stock Exchange's Growth Enterprise Market on August 31, 2017 [3] - The company focuses on the R&D, production, and sales of communication equipment and industrial control products, and has recently entered the vehicle networking sector [3] - Wanma's communication products include cabinets and enclosures, widely used in data centers and digital communication rooms [3] Group 2: Financial Performance - In the first half of 2025, revenue from communication cabinets and enclosures reached CNY 103 million, a year-on-year increase of 85.89% [4] - Revenue from industrial control products was CNY 39 million, growing by 40.14% year-on-year [4] - The company expects continued growth in the third quarter of 2025 [4] Group 3: Vehicle Networking Business - Wanma's vehicle networking business has connected over 16 million vehicles globally, with significant partnerships with major automotive manufacturers like Geely and Li Auto [3] - The company offers a global vehicle networking ONE SIM solution, providing services such as connection management and compliance management [6] - The vehicle networking solutions are designed to optimize network communication quality and enhance user experience [6] Group 4: Strategic Partnerships - Wanma's subsidiary, Youka Technology, has formed a strategic partnership with Baidu's Apollo to advance the commercialization of Robotaxi services [5] - The collaboration focuses on providing integrated hardware and software solutions for Robotaxi, enhancing operational efficiency and safety [5] Group 5: Market Expansion and Challenges - The company is expanding into overseas markets and new business scenarios, which has led to an increase in sales expenses [11] - Wanma is transitioning from a traditional communication equipment provider to a player in the intelligent data center market [11] - The company has established six core data centers globally to meet local data storage compliance requirements [11]

Core Insights - Wanma Technology's subsidiary, Youka Technology, has entered into a deep strategic partnership with Baidu's Apollo Intelligent Driving, transitioning from basic service cooperation to a comprehensive collaboration aimed at global markets [1][2] Group 1: Strategic Partnership - The partnership will leverage Youka Technology's full-chain technical capabilities to provide a high-level connected solution for Robotaxi, integrating software and hardware [2][3] - This collaboration aims to enhance the reliability, stability, and responsiveness of autonomous driving services by reducing end-to-end latency and expanding network coverage [2][3] Group 2: Market Context and Growth Potential - The partnership comes at a critical time for the global commercialization and expansion of Robotaxi services, with China accelerating the construction of 20 "vehicle-road-cloud integration" pilot cities [3][4] - The market for "vehicle-road-cloud integration" is projected to reach a total output value increase of 2.58 trillion yuan by 2030, with a compound annual growth rate exceeding 28% [4] - Industry experts view this collaboration as a typical case of innovation through cooperation between technology companies and industry leaders, which will facilitate the transition from single vehicle intelligence to system-level networking [4]

Core Insights - Wanma Technology's subsidiary, Youka Technology, has entered into a deep strategic partnership with Baidu's Apollo Intelligent Driving, transitioning from basic service collaboration to a comprehensive, global "full-stack, all-domain" cooperation [1][2] - Youka Technology will provide advanced Robotaxi connectivity management and integrated hardware-software solutions, enhancing the reliability and responsiveness of autonomous driving services [1][2] Group 1 - Youka Technology has evolved from a vehicle networking service provider to a high-end connectivity solution supplier, strengthening its leadership position in the advanced connectivity sector [2] - The strategic partnership aims to create a "vehicle-road-cloud integration" ecosystem, focusing on global Robotaxi operations and exploring a "service + technology" model for international expansion [2] - The collaboration coincides with a critical phase for global Robotaxi commercialization, supported by China's push for "vehicle-road-cloud integration" pilot cities and extensive testing roadways [2] Group 2 - Morgan Stanley identifies autonomous driving as a key opportunity in the automotive industry, potentially unlocking $2 trillion to $3 trillion in new market value [2] - The National Intelligent Connected Vehicle Innovation Center predicts that by 2030, the total output value of the "vehicle-road-cloud integration" industry in China will increase by 2.58 trillion yuan, with a compound annual growth rate exceeding 28% [2]

目前，优咔科技已从一家车联网技术服务商成长为软硬件融合的高阶网联方案供应商，本次战略合作则 有望进一步强化优咔科技在高阶网联领域的龙头地位。高附加值的软硬件融合Robotaxi高阶网联服务， 将构建新的业务增长路径，为车辆智能网联业务发展注入持续动力。 11月13日，万马科技（300698）全资子公司优咔科技受邀参加百度世界大会2025，万马科技董事长、优 咔科技CEO张禾阳，以及万马科技副总经理、优咔科技副总经理兼CTO李勋宏等一行应邀出席，并与百 度旗下阿波罗智能技术(北京)有限公司(简称"阿波罗智能驾驶")正式达成深度战略合作，双方将从单一 领域的基础服务合作，迈入面向中国乃至全球市场的"全栈式、全领域"的深度协同新阶段。 据介绍，目前优咔科技已为阿波罗智能驾驶旗下"萝卜快跑"提供面向Robotaxi的连接管理、车联智能运 维、流量运营运维等服务。此次战略合作后，优咔科技将依托全链路技术能力，为其提供软硬件融合的 Robotaxi高阶网联方案。 上述方案涵盖全球网联覆盖、高精度定位、AI网络、智能硬件与通算服务，构筑高可靠全球网联数智 底座。据悉，该高阶网联解决方案已被多家头部无人驾驶企业采用，能显著降 ...

Core Viewpoint - The strategic partnership between Wanma Technology's subsidiary Youka Technology and Baidu's Apollo Intelligent Driving aims to leverage their respective strengths to enhance the Robotaxi ecosystem and expand their market presence globally [1][3]. Group 1: Strategic Cooperation - Youka Technology has signed a strategic cooperation agreement with Apollo Intelligent Driving to provide integrated high-level connected solutions, including cloud computing [1][2]. - The collaboration will focus on exploring the Robotaxi sector and developing a comprehensive "vehicle-road-cloud" integrated operational solution [1][4]. Group 2: Market Potential - The global Robotaxi market is projected to grow from $4.4 billion in 2025 to $188.9 billion by 2034, with a compound annual growth rate (CAGR) exceeding 50% [3]. - China is expected to become the largest market for Robotaxi, with a fleet size reaching 1.9 million vehicles by 2035, accounting for 25% of the global shared mobility vehicles [3]. Group 3: Technological Advancements - Youka Technology has achieved over 16 million connected vehicles, with more than 1 million connections overseas, utilizing advanced technologies such as 5G and AI [2]. - The partnership aims to enhance the reliability and responsiveness of Robotaxi services through improved network solutions [2][4]. Group 4: Industry Transformation - The collaboration signifies a shift from a single technology cooperation to a deep strategic binding of "global market + full-stack technology," which is expected to expand business boundaries and strengthen competitive advantages in the autonomous driving sector [3][4]. - The focus on key areas such as energy replenishment, intelligent computing, and smart cockpit development will drive the integrated development of the "vehicle-road-cloud" ecosystem [4]. Group 5: Future Outlook - The partnership represents a significant upgrade in Youka Technology's service capabilities and business model, moving towards a comprehensive "communication + positioning + computing + service" solution for Robotaxi [5]. - The ongoing collaboration is anticipated to reshape the company's valuation logic and open new growth opportunities in the intelligent mobility sector [4][5].