然而，CARIAD的发展之路并不顺利，2023年5月曾大规模调整CARIAD高层并进行内部重组和裁员。作为重组计划的一部分，期盼已久的新的软件架构将 进一步推迟。 近日，据外媒报道，大众汽车集团正式宣布放弃软件自研战略，将其软件子公司CARIAD降级为合作伙伴协调者角色。这一重大战略转向，标志着大众汽车 前CEO赫伯特·迪斯曾力推的"软件定义汽车"计划遭遇重大挫折。 市场分析认为，CARIAD的挫折，与大众集团旗下品牌众多分不开，各品牌有不同的技术遗产、市场定位与管理逻辑，导致CARIAD在跨文化、跨体系、跨 流程的协作中面临摩擦。内部角色定位模糊，资源分散，项目推进缓慢，曾导致多个核心电动车项目严重延误。 2025年10月，CARIAD被降级为协调者角色，不过，与Rivian和小鹏合作成为新的软件支撑点，能够结合各方优势，加快技术研发和商业化进程。 大众汽车集团的软件自研之路始于2019年。时任CEO赫伯特·迪斯组建了"Digital Car&Service"部门，这是CARIAD的前身。2020年，大众集团为打破品牌分 散、代码冗余、系统碎片化等历史积弊，成立了集团级软件子公司CARIAD，以让集团所有品 ...

地方层面的创新实践呈现差异化推进态势。作为全国首个智能网联汽车政策先行区，北京正推进智能网 联基础设施4.0阶段建设。截至目前，北京"双智"（智慧城市基础设施与智能网联汽车协同发展）城市 建设提速，已实现全市600平方公里"车路云一体化"基础设施连片覆盖，累计发放测试牌照超1100张， 累计自动驾驶测试里程超4500万公里。阿波罗智能技术（北京）有限公司、北京小马智行科技有限公司 等企业的自动驾驶出租车（Robotaxi）服务订单量增势迅猛。 近日，商务部等八部门联合印发《关于大力发展数字消费共创数字时代美好生活的指导意见》（以下简 称《指导意见》）。 在扩大数字产品消费方面，《指导意见》提出，开展智能网联汽车准入和上路通行试点。这一部署不仅 为汽车产业智能化转型注入政策动能，更将通过消费端与产业端的双向联动，打造数字经济发展新引 擎。 智能网联汽车试点的背后是数字消费对全产业链的拉动作用。有业内人士对《证券日报》记者表示，试 点将带动芯片设计、高精度地图、车路协同等上下游企业的技术迭代升级，预计能够撬动万亿元级规模 的产业链全面升级。智能网联汽车试点落地后，将极大带动相关数字消费规模，创造更多联通上下游产 ...

9月30日，临近双节之际，位于山东济南融创茂有循艺术空间的气氛热烈而庄重，新问界M7首批车主交付仪式在此盛大举行。自9月23日正式上市后，仅仅7 天时间新问界M7已实现大定突破60000台，全国首批用户的车辆交付已同步开始。其中济南地区首批8台新车正式驶入车主生活，标志着该车型在济南市场 迈出了坚实一步。 作为问界品牌布局新能源高端市场的重要里程碑车型，新问界M7目前已在全国多座城市有序推进交付，凭借卓越产品性能与高端出行体验，持续赢得市场 广泛认可。此次济南站活动的举办，标志着该车型正式面向山东地区用户开启交付，进一步夯实问界在智慧汽车领域的创新领导地位 问界 仪式现场，山东问界相关领导受邀出席，与AITO授权用户中心代表、区域媒体及首批车主共同见证了这一重要时刻。 Pro 2011 minu s 给些 1986 AMA n **** 17 gt - stree and art for 送 R+ N r , N , B = K , ty 11 tre & t 0 11 9 D st 12 2 an Herry PS t A 10 十十岁 fist -20 15/11 33 175 3 型 EEI 7 r U ...

摘要： 未来，硬件决定一辆车的下限，软件定义一辆车的上限，而进化的能力，将真正决定一辆车能走多远。 9月23日，连续14个月保持中国汽车成交均价第一的鸿蒙智行，正式宣布启动重磅升级。 据悉，此次升级包括华为乾崑智驾ADS 4等3大能力升级和30+项体验优化，能够让智能驾驶、人机交互 等核心功能实现"像人一样思考"的焕新升级。 根据官方数据，鸿蒙智行2025年第38周（2025年9月15日- 9月21日）销量为13446台，位列新势力品牌 Top1，同时年度累计销量位居新势力品牌榜首。捷报频传的背后，除了毋庸置疑的产品力优势外，用 户不分新旧、体验常用常新的长期主义视野，或许同样功不可没。 智能座舱方面，新增国庆、中秋节日壁纸，增添节日氛围；"小艺一路聊"语音助手，提升交互便捷性。 鸿蒙生态也得到了进一步拓展，手机、手表、车机之间的智能互联得到全面强化。老车主无需换车，就 能紧跟智能潮流，享受新车级体验。 开启"车随人成长"全新时代 以智能之名，体验再进化 今年以来，鸿蒙智行以"五界十车"的全矩阵布局和周订单3.5万辆的爆发式增长，成为领跑新能源行业 的中坚力量，实现了从主流到超豪华市场的全线覆盖。 与此同时， ...

Group 1 - Huawei's AITO M8 has surpassed cumulative deliveries of 100,000 units, showcasing strong competitiveness in the smart electric vehicle sector [1] - The M8 has completed several technological upgrades, including ADS4, super privacy mode, and smart headlight interactive games, which may enhance market focus on smart driving and connected vehicle sectors [1] - This milestone is expected to boost sentiment in the new energy vehicle supply chain and attract capital towards the smart and software-defined automotive sectors [1] Group 2 - Dongfeng Motor Group has signed a strategic cooperation agreement with Tencent, focusing on smart driving and intelligent cockpit innovations [2] - The collaboration aims to enhance the integration of AI technology and digital transformation within traditional automotive manufacturing, injecting new momentum into the sector [2] - This partnership is likely to increase market attention on the convergence of automotive and technology, providing business expansion opportunities in the smart driving and AI model sectors [2] Group 3 - In August 2025, China's automotive goods import and export total reached $25.81 billion, with a month-on-month increase of 3.3% but a year-on-year decrease of 0.3% [3] - Import value was $4.17 billion, reflecting a month-on-month decline of 7.4% and a year-on-year drop of 38.4%, while export value was $21.64 billion, showing a month-on-month increase of 5.6% and a year-on-year growth of 13.2% [3] - The data indicates a strong domestic demand and a robust export performance, enhancing the global competitiveness of China's automotive industry and potentially boosting market confidence in high-end manufacturing [3] Group 4 - Great Wall Motors' chairman Wei Jianjun emphasized a "full power development" strategy, advocating for the development of gasoline, hybrid, electric, and hydrogen technologies [4] - This strategy reflects the company's commitment to addressing consumer needs and aims to serve global markets effectively [4] - The approach is expected to enhance market recognition of Great Wall Motors' technological capabilities and global potential, boosting investor confidence in multi-technology automotive enterprises [4]

中科创达软件股份有限公司投资者关系活动记录表 编号：2025-006 | 投资者关系活动 | 特定对象调研 | | □分析师会议 | | | --- | --- | --- | --- | --- | | 类别 | □媒体采访 | | □业绩说明会 | | | | □新闻发布会 | | □路演活动 | | | | □现场参观 | | | | | | 其他 | （走进创业板综 ETF | | 成分股公司（中科创达）活动） | | 参与单位名称及 | 博时基金 | 郭子琪 | 西部利得 | 冯皓琪 | | | 前海联合 | 李瑞龙 | 长江资管 | 汪中昊 | | 人员姓名 | 格林基金 | 刘喆 | 中金基金 | 王佳铭 | | | 创金合信 | 梁雪 | 东证融汇 | 刘俊 | | | 阳光资产 | 李曦辰 | 华源证券 | 陈嵩 | | | 兴业证券 | 陈鑫 | 上海固信 | 王竞达 | | | 中邮理财 | 许鑫岳 | 上海德汇 | 张英杰 | | | 中银基金 | 赵建忠 | 青骊投资 | 李卫 | | | 中银基金 | 张令泓 | 陆家嘴国 | 江坤 | | | 中金基金 | 高大亮 | 九泰基 ...

Core Viewpoint - Automotive chips are essential for the development of electric and intelligent vehicles, facing challenges such as high reliability requirements, large-scale circuit verification, and stringent functional safety standards [2][14]. Group 1: Quality, Safety, and Reliability Challenges - Automotive chips must meet high-quality testing and zero-defect (0 DPPM) requirements, eliminating defects introduced during manufacturing [4]. - The verification cycle for automotive-grade chips is longer than for consumer-grade chips, requiring rigorous testing certifications like AEC-Q100, which increases design cycle and cost challenges [4]. - The complexity of fault types and testing scales has increased with the development of large-scale integrated circuits, leading to higher testing difficulty, time, and costs [4]. Group 2: Testing Solutions - Siemens EDA's Tessent™ solution helps automotive chip designers ensure high quality, enhance safety, and improve reliability, accelerating time-to-market [4]. - Tessent DFT technology provides high-quality testing to ensure zero defects, generating defect-oriented fault models for comprehensive testing coverage [5]. - Tessent™ LogicBIST and MemoryBIST solutions enable in-chip self-testing capabilities and non-destructive memory testing during system operation, respectively [8]. Group 3: Verification Challenges - Accurate functional verification before chip tape-out is crucial, with increasing complexity in automotive chips making this process more challenging [10]. - The new Veloce™ CS hardware-assisted verification system from Siemens EDA significantly enhances hardware acceleration performance, supporting over 40 billion gates [11]. - Veloce proFPGA CS allows for rapid execution of silicon verification, facilitating firmware and application development [12]. Group 4: Functional Safety Requirements - The performance and safety of chips directly impact driving safety, necessitating compliance with functional safety standards like ISO 26262 [14]. - There is a growing demand for higher safety levels in automotive chips, particularly for ASIL-D level designs related to advanced driver-assistance systems (ADAS) [15]. - Siemens EDA's Austemper platform enhances efficiency in safety analysis and verification, supporting clients in meeting ASIL-B and ASIL-D requirements [15][17]. Group 5: Industry Impact - Automotive chips play an indispensable role in the intelligent and electric transformation of modern vehicles, with Siemens EDA providing advanced solutions to ensure high quality and reliability [17].

Core Viewpoint - The article emphasizes the growing importance of automotive storage solutions driven by the rise of smart vehicles and advanced technologies, highlighting a shift from traditional storage applications to more complex requirements in the automotive sector [1][3][5]. Group 1: Evolution of Automotive Storage - Historically, automotive storage was primarily focused on basic functionalities such as radio and navigation systems, but now it has evolved to support advanced features like voice interaction and smart displays, necessitating higher read performance [5][6]. - The demand for storage in smart driving applications, such as ADAS, has increased due to the need for real-time data storage and analysis, leading to a shift towards storage solutions that can handle both intensive read and write operations [6][7]. - The transition from distributed to centralized computing architectures in vehicles is changing the storage landscape, presenting new challenges in logical partition management and system compatibility [6][7]. Group 2: Technological Advancements - The automotive storage market is moving towards faster and more versatile interfaces, with UFS and NVMe/PCIe becoming more prevalent, while e.MMC remains dominant for now [6][7]. - New standards like UFS 4.1 are enhancing software update efficiency and system responsiveness, indicating a trend towards more integrated and capable storage solutions [7][9]. - Flash storage is being widely applied across various automotive systems, including communication, entertainment, and monitoring, underscoring its critical role in modern vehicles [7][9]. Group 3: SanDisk's Innovations - SanDisk leverages its expertise in NAND flash technology to offer a comprehensive range of automotive-grade storage products, including SD cards, e.MMC, UFS, and NVMe SSDs, catering to diverse automotive applications [9][10]. - The iNAND AT EU752 UFS 4.1 embedded flash drive is designed for next-generation connected vehicles, featuring high sequential read speeds of up to 4,300 MB/s and write speeds of 4,100 MB/s, enhancing AI system performance [10][12]. - SanDisk's AT EN610 product is tailored for high-performance centralized computing architectures, offering flexible storage configurations and high durability, suitable for demanding automotive environments [12][13]. Group 4: Commitment to the Chinese Market - SanDisk recognizes the strategic importance of the Chinese market and aims to provide innovative storage solutions tailored to local needs, supporting the high-quality development of the Chinese automotive industry [15][16]. - The company is enhancing collaboration with local automakers and suppliers to deliver high-performance, reliable automotive-grade embedded storage products for key applications [15][16].

以下文章来源于Counterpoint 咨询 ，作者Counterpoint Counterpoint 咨询 . Counterpoint Research 是一家专注于科技行业的全球性研究公司，在全球主要的市场有着强大的影响 力。我们致力于为合作伙伴提供准确、及时的市场数据，帮助他们做出明智的决策。 根据 Counterpoint《全球车联网汽车市场追踪报告，Q2 2025》 ，韩国车联网汽车销量同比增长 11%，主要得益于内置蜂窝连接的车联网汽车的加速推出。在该季度售出的所有车联网汽车中，有 83%配备了内置车载网络功能，凸显了消费者对数字化出行功能的稳定需求，以及本土车企在这一 领域的强劲执行力。韩国车联网市场已趋于成熟，并将继续稳步增长，预计到2030年内置蜂窝连接 渗透率将达到100%。 分析师观点 副总监Greg Basich 在谈及韩国的车联网汽车产业时评论道："车联网功能曾经是一种高端差异化配 置，如今已成为全系标配。内置远程信息处理功能与云端服务正深度融入车内体验。" 2024年Q2 vs 2025年Q2 同时也支持软件定义汽车功能升级。现代-起亚汽车在为其产品创建统一数字生态上的早期投入， ...

Financial Data and Key Metrics Changes - Company revenue for Q2 fiscal year 2026 was $129.6 million, a 3% year-over-year increase [5] - Adjusted EBITDA reached 20% of revenue, with total company adjusted EBITDA growing 72% year-over-year to $25.9 million [16] - GAAP net income was positive at $13.3 million, marking a significant turnaround from a $19.7 million loss in the prior year [16] - Non-GAAP EPS was positive at $0.04, beating guidance [5][16] Business Line Data and Key Metrics Changes - QNX revenue was $63.1 million, representing a 15% year-over-year growth, with an adjusted EBITDA margin of 32% [5][17] - Secure Communications division reported quarterly revenue of $59.9 million, with annual recurring revenue (ARR) growing by $4 million to $213 million [11][12] - Licensing division generated revenue of $6.6 million, exceeding expectations [14][18] Market Data and Key Metrics Changes - QNX design wins were ahead of plan in Q2, with a solid pipeline for the second half of the fiscal year [6][10] - The Secure Communications division saw reduced customer churn and secured significant contracts with government entities [12][13] Company Strategy and Development Direction - The company is focusing on growth in the QNX business, particularly in automotive and safety-critical software [10][32] - Investment in R&D and sales and marketing is expected to drive future growth, particularly in the GEM opportunity [28] - The company is exploring new recurring revenue models, such as hosted services for SecuSmart [12] Management's Comments on Operating Environment and Future Outlook - Management noted a decrease in uncertainty regarding tariffs and government policies, which is expected to positively impact guidance [20] - The company anticipates continued growth in QNX and Secure Communications, raising full-year revenue and adjusted EBITDA guidance [21][22] - Positive cash flow is expected for the remainder of fiscal year 2026, with operating cash flow projected between $10 to $20 million for Q3 [23] Other Important Information - The company repurchased approximately $20 million worth of shares during the quarter, totaling 5 million shares [18] - The QNX division is expanding its developer community through educational initiatives [10] Q&A Session Summary Question: Operating leverage in QNX - Management sees significant leverage in the QNX model, with expectations for improved gross margins as royalty mix increases [28] Question: Approach to the China market - The company is focusing on safety-critical software in China, capitalizing on market shifts towards higher performance capabilities [31] Question: Drivers of QNX's back-end loaded revenue - Revenue trends for QNX have historically been back-end loaded, driven by the timing of design work and development seat licenses [36] Question: Backlog growth in QNX - Management indicated that Q2 showed a recovery in backlog growth after a weaker Q1, with a solid pipeline for the second half [44]