腾势Z9GT、腾势Z9，搭载易三方、天神之眼B - 辅助驾驶激光版、AI智能座舱、云辇-A等技术。在车 展现场，腾势汽车还带来了腾势Z9GT《黑神话·悟空》联名痛车。 责任编辑：张恒星 MPV车型腾势D9即将迎来30万辆交付。腾势D9至尊版采用"紫气凌云"双色车身，配备太空舒适Air SPA 双零重力座椅、隐私声盾、帝瓦雷剧场级音响等超过200项配置；DM-i超级混动版搭载第五代DM技 术，综合续航达1100km，百公里馈电油耗5.85L；EV纯电版续航达620km，标配800V高压平台和双枪超 充技术。全系标配云辇智能车身控制系统和"天神之眼"辅助驾驶系统。 2026款腾势N9全系标配易三方、云辇-A、天神之眼 B - 辅助驾驶激光版、插混专用2.0T高效发动机等配 置，搭载定眩智能防晕车系统、车位到车位领航辅助等功能。 新浪科技讯 11月22日下午消息，2025广州车展期间，腾势汽车携腾势N8L、腾势D9、腾势N9、腾势Z9 双旗舰等全家族车型亮相。中国香港TVB最佳主持人、模特、演员黄翠如现身腾势展台，体验腾势D9 至尊版；腾势Z9GT《黑神话・悟空》痛车也展台亮相。 腾势N8L上市后首次亮相国际车展。 ...

据东软集团介绍，公司作为软件定义汽车时代车企创新的核心合作伙伴和产业变革的赋能者，在汽车电 子业务领域已拥有三十余年的经验与积累，为全球车企提供智能座舱域控制器、IVI车载信息娱乐系 统、智能通讯等系列产品，车载量产业务已覆盖绝大多数国内车厂以及众多的国际车厂和合资车厂。 2024年，公司凭借高通8295座舱全球首个量产供货以及在银河E8等车型连续落地的领先优势，位居"高 阶智能座舱域控平台中国本土供应商竞争力"榜单首位。 东软集团（600718）11月19日晚公告，公司近日收到国内某知名大型汽车厂商（限于保密条款，无法披 露其具体名称，以下简称"汽车厂商"）的定点通知，选择东软集团作为其指定供应商，为其供应智能座 舱域控制器。 值得一提的是，东软集团此前曾于2025年9月19日公告，公司收到国内某知名大型汽车厂商的定点通 知，选择东软集团作为其指定供应商，为其供应智能座舱域控制器。根据该汽车厂商的规划，上述产品 将应用于其搭载高通8397平台的多款车型，预计自2026年第四季度起陆续量产上市，预计生命周期约为 4年；在上述车型生命周期内，预计公司将为其供应智能座舱域控制器涉及总金额约56亿元人民币。 根据该 ...

国泰海通发布研报称，在汽车智能化加速背景下，智能座舱作为核心交互入口持续扩容，博泰车联凭借 技术能力、客户基础、产品升级与国际合作，确立了明确的增长路径。随着收入规模扩大、毛利率回升 及运营效率改善，公司盈利能力有望迎来实质拐点，预计2026年首次实现年度盈利。 消息面上，今年9月，博泰车联与保时捷达成战略合作，共同开发面向中国市场的下一代车载信息娱乐 系统，计划自2026年起用于多款保时捷车型，标志着公司首次大规模进入全球豪华车供应链。10月，博 泰车联与商汤科技达成战略合作，共同推进AI智能座舱、大模型、机器人等领域的融合创新。 智通财经APP获悉，博泰车联(02889)逆市涨超3%，截至发稿，涨3.25%，报171.4港元，成交额852.03万 港元。 ...

Core Viewpoint - Cathay Securities has initiated coverage on Botai Carlink (02889) with a "Buy" rating and a target price of HKD 280.20, highlighting the company's growth potential driven by the acceleration of automotive intelligence and the expansion of smart cockpit as a core interaction entry point [1] Group 1: Market Position and Growth - The penetration rate of smart cockpit domain controllers in China reached 41.1% in August 2025, a year-on-year increase of 12%, indicating a critical transition from optional to standard features [1] - Botai Carlink has become the second-largest supplier of pre-installed cockpit domain controllers in the Chinese market for new energy passenger vehicles, holding a 10.87% market share from January to September 2025 [1] - Major clients include Huawei, Li Auto, Xpeng, Avita, Lantu, and Seres, with revenue from core clients Huawei and Li Auto expected to account for approximately 50% of total revenue in 2024 [1] Group 2: Product Pricing and International Expansion - The average selling price of domain controllers has increased from RMB 990 in 2023 to RMB 2,141 in 2024, further rising to RMB 2,257 in the first five months of 2025, supporting the company's profitability improvement [2] - A strategic partnership with Porsche was established in September 2025 to develop next-generation in-car entertainment systems for the Chinese market, marking Botai's entry into the global luxury car supply chain [2] - The company has also entered the supply chains of international brands such as Hyundai and Kia, supporting Chinese brands' international expansion through a dual-track model of "serving global automakers + supporting Chinese brands abroad" [2] Group 3: Financial Performance and Projections - The company's gross margin fluctuated between 14.1% and 11.8% from 2022 to 2024 due to chip costs and R&D investments, but is expected to improve with business scale expansion [3] - Gross margin is projected to gradually recover from 12.9% in 2025 to 13.8% in 2027, while R&D expenses are expected to stabilize between RMB 1.9 billion and RMB 2.4 billion annually over the next three years [3] - Revenue is anticipated to grow at a compound annual growth rate of 40.5% from 2024 to 2027, with smart cockpit solutions being the primary contributor, leading to a forecasted net profit of approximately RMB 45 million in 2026 and RMB 175 million in 2027 [3] Group 4: Valuation - Cathay Securities has set a valuation multiple of 7.0x for Botai Carlink for the fiscal year 2026, reflecting a premium compared to peers, based on the company's advantages in customer structure, technological accumulation, and global cooperation [4] - The acceleration of industry consolidation in the smart cockpit sector and the gradual realization of partnerships with high-end brands like Porsche are expected to enhance the company's growth certainty [4]

齐鲁晚报·齐鲁壹点记者 戚淑军 9月26日，九风道悦级智能SUV—长安马自达MAZDA EZ-60（以下称EZ-60）正式上市，作为马自达品 牌首款全球战略级新能源SUV车型，新车推出纯电、增程两大动力版本共6款车型、7款颜色，官方指导 价区间为11.99万元-16.09万元。发布会上，长安马自达正式官宣"甜蜜天后"王心凌担任EZ-60产品代言 人，同样长在国民的"最高审美点"上，EZ-60与王心凌的相遇彼此迸发出全新的魅力。即日起购EZ-60的 用户，可享王心凌专属车机壁纸、语音包，并有机会受邀参加2025长安马自达粉丝盛典，与产品代言人 见面互动。 7大购车权益，5000元限时权益免费升级 自上海车展全球首秀以来，EZ-60成为热度最高的新能源中型SUV之一。为回馈广大用户的支持与信 赖，长安马自达推出了7大专属购车权益，从购车、用车、养车等多个维度出发，致力于降低用户购车 门槛，提升用车体验，让用户切实感受到品牌的温度与诚意： 购车方面，即日起至10月31日前购EZ-60 MAX版可享升级礼（二选一）：价值5000元高阶配置权益免 费升级： ü 21英寸深凹花瓣轮毂+255/40 R21米其林竞驰4 S ...

2024年，公司凭借高通8295座舱全球首个量产供货以及在银河E8等车型连续落地的领先优势，位居"高 阶智能座舱域控平台中国本土供应商竞争力"榜单第一名。 东软集团表示，公司本次基于高通8397平台打造的端侧AI智能座舱域控制器，实现了AI大模型本地部 署，并将充分融合AI算力与端侧多模态大模型技术，具备全场景感知与推理能力，通过语音、视觉、 触觉等多模态识别用户需求并主动提供精准服务，兼顾响应速度、隐私保护与服务丰富性。 据了解，东软集团与该汽车厂商保持着长期良好的合作关系，东软的智能座舱、智能通信等系列产品已 成功应用于该汽车厂商的多款主流车型。本次项目定点，是双方长期合作的进一步深化，也是汽车厂商 对东软汽车智能化核心产品与技术综合实力的持续认可，有利于进一步巩固公司领先优势，持续提升公 司核心竞争力与市场份额。公司同时提示，定点通知并不反映车厂最终的实际采购数量，目前仅为预计 金额，后续实际开展情况存在不确定性。 东软集团（600718）9月18日公告，公司近日收到国内某知名大型汽车厂商（限于保密条款，无法披露 其具体名称）的定点通知，选择东软作为其指定供应商，为其供应智能座舱域控制器。 根据该汽车厂 ...

Core Viewpoint - The competition in the large six-seat SUV market is intensifying, with the launch of the Geely Galaxy M9, which offers advanced AI technology and features to differentiate itself from competitors [2][3]. Group 1: Product Launch and Features - Geely Galaxy M9 has officially started pre-sales on August 23, with a price range of 193,800 to 258,800 yuan [2]. - The M9 features three major AI technologies: AI smart cockpit, AI digital chassis, and AI-assisted driving [2]. - The smart cockpit includes the Galaxy Flyme Auto 2 system, powered by the Qualcomm 8295P flagship chip, and features an advanced emotional AI assistant named Eva [2]. - The digital chassis includes advanced suspension systems and intelligent features for all-terrain adaptability [2][3]. Group 2: Market Competition - The large six-seat SUV market has become highly competitive, with over ten players, including models like Dongfeng Yipai 008 and Leapmotor C16 [3]. - The price segment of 200,000 to 300,000 yuan is particularly crowded, with several models such as AITO M7 and Deep Blue S09 [3]. - The closest competitors to the M9 in terms of pricing are the Leapmotor L90, Dongfeng Yipai 008, and Deep Blue S09, with the latter two achieving monthly sales of around 2,000 units [3][4]. Group 3: Competitive Analysis - The Leapmotor L90, launched on July 31, has delivered 6,400 units within 20 days, positioning itself as a significant competitor in the market [4]. - In terms of performance, the M9 has advantages in range, vehicle dimensions, third-row space, and intelligent driving, while the L90 excels in purchase options and operating costs [4].

Group 1 - The flagship SUV model, Geely Galaxy L9, officially launched global pre-sales on August 23, with over 40,000 pre-orders within a day, indicating high market interest [1] - Geely Galaxy L9 is positioned as a flagship product following the brand's achievement of one million sales, featuring outstanding design, space, and safety [4] - The new model is priced between 193,800 yuan and 258,800 yuan, and offers four limited-time purchase benefits [4] Group 2 - The vehicle incorporates AI smart cockpit, AI digital chassis, and AI-assisted driving technologies, aiming to redefine the standards for large six-seat SUVs [4] - The model is designed with the philosophy of "creating intelligent boutique cars for everyone," targeting family users with a large six-seat SUV product [4]

Core Viewpoint - The article discusses the rapid growth and potential of the intelligent cockpit industry, particularly focusing on the company Zhiban Network, which specializes in automotive operating systems and has achieved a valuation exceeding 21 billion yuan by 2024 [1][9]. Company Overview - Zhiban Network has raised a total of 5 rounds of financing over the past 7 years, starting with 1.6 billion yuan and reaching a peak of 3 billion yuan in its latest round [2][10]. - The company is backed by Alibaba, which has positioned it as a "second-generation enterprise" in the automotive technology sector [11][12]. - The primary product of Zhiban Network is its automotive operating system, which accounted for 86.7% of its revenue in 2022, 86.2% in 2023, and is projected to be 83.4% in 2024 [13]. Market Dynamics - The intelligent cockpit market in China is projected to grow from 129 billion yuan in 2024 to 327.4 billion yuan by 2030, with a compound annual growth rate (CAGR) of 16.8% [17]. - The software-based cockpit solutions market is expected to increase from 40.1 billion yuan in 2024 to 114.9 billion yuan by 2030, with a CAGR of 19.2% [18]. Industry Trends - The evolution of intelligent cockpits is likened to the transition from traditional mobile phones to smartphones, aiming to transform car cockpits from mere tools to intelligent companions [19]. - The current stage of development includes passive interaction, with future advancements expected to incorporate proactive demand sensing and autonomous execution capabilities [20][22]. Competitive Landscape - In 2024, Zhiban Network is projected to hold a 7.8% market share in China's intelligent cockpit software solutions, ranking first among competitors [24]. - Major competitors include Huawei, iFlytek, and Desay SV, with Zhiban Network distinguishing itself as one of the few companies with a fully self-developed automotive operating system [24][25]. Future Opportunities - The integration of AI with intelligent cockpits is anticipated to grow from 15-20% of the overall market in 2024 to 35-40% by 2030 [26]. - Zhiban Network has partnered with Ele.me to launch the first in-car AI ordering application, indicating a trend towards creating a closed-loop car life experience [27].

Core Insights - The company Fangcheng Leopard Auto announced the release of a new OTA upgrade package for its Leopard 5 Tian Shen version and the entire Titanium 3 series [1] Group 1: Parking Assistance Features - The upgrade includes new features for parking assistance, such as automatic folding of the rearview mirror when parking in narrow spaces to avoid scratches [1] - The system now supports head-in parking and offset parking options, allowing for flexible adaptation to various parking scenarios [1] - Fangcheng Leopard promises to cover repair or damage costs incurred during the operation of parking assistance features, provided that the owner submits relevant evidence and it is verified [1] Group 2: AI Smart Cockpit Enhancements - The AI smart cockpit has been upgraded to support more smartphone brands for connectivity, expanding the in-car application ecosystem [1] - New features include a karaoke function without a microphone and the ability to disconnect from the car when leaving [1] Group 3: Drone System Integration - The Lingyuan BYD intelligent in-car drone system has introduced a dynamic take-off and landing feature, which operates at speeds of up to 25 km/h [1] - Currently, this feature is available for the Titanium 3 four-wheel drive drone version [1]