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穗恒运A:公司与文远知行的合作能否有效落地存在不确定性
Mei Ri Jing Ji Xin Wen· 2025-10-10 09:13
穗恒运A(000531.SZ)10月10日在投资者互动平台表示,您好!公司与现代汽车氢燃料电池系统(广 州)有限公司、广州文远知行科技有限公司曾签订了战略合作意向书,三方欲联手在氢燃料电池无人驾 驶环卫车等工程车辆领域创造需求。目前公司与现代汽车氢燃料电池系统公司等合作成立了项目公司主 要生产与销售氢燃料电池电堆系统的核心零部件(双极板、空压机与氢循环器),公司与文远知行的合 作能否有效落地存在不确定性。 (记者 曾健辉) 每经AI快讯,有投资者在投资者互动平台提问:董秘您好!请问公司和文远知行有业务来往吗? ...
国庆大事9看点:喜大于忧、乘势而上
GOLDEN SUN SECURITIES· 2025-10-09 00:30
Group 1 - The report highlights that the macro environment remains favorable for the market, suggesting a positive outlook and encouraging investors to adopt an optimistic stance [4] - The report notes significant events during the National Day holiday, including the rise of the Nikkei index, new highs in gold prices, and a slight increase in both China and US PMI [4] - The report emphasizes the importance of the upcoming Fourth Plenary Session of the Central Committee, scheduled for October 20-23, which is expected to provide further insights into economic policies [4] Group 2 - The report recommends focusing on Hong Kong stocks with strong earnings elasticity, such as the WanGuo Gold Group, and growth-oriented energy companies like China Qinfa [5] - It suggests paying attention to automotive new forces with strong product cycles and growth potential, including Li Auto and Xpeng Motors [5][7] - The report indicates that the technology sector is experiencing divergence, with electronics and computing performing relatively well, while telecommunications and media lag behind [6] Group 3 - The report discusses the banking sector's transformation from a traditional "fund intermediary" to a "core hub for factor allocation," driven by comprehensive reform trials in ten regions [12][14] - It highlights that the banking sector is expected to benefit from long-term reform dividends, leading to valuation recovery and profit enhancement [16][17] - The report emphasizes the need for banks to enhance their risk management capabilities and financial technology applications to create value [17] Group 4 - The report outlines the growth potential of the domestic satellite commercialization sector, driven by policy support and the rapid deployment of low-orbit satellites [34][35] - It mentions the acceleration of satellite launches and the establishment of a commercial application demonstration year for satellite internet services [36] - The report identifies relevant companies in the satellite communication space, such as Putian Technology and China Satellite [38] Group 5 - The report indicates that the financial attributes of metals are being driven by market dynamics, with gold prices reflecting a weakening of dollar credit [40] - It discusses the implications of the current economic cycle on the demand for precious metals as a wealth storage tool [40] - The report suggests that the steel sector is also influenced by financial attributes, with ongoing market adjustments expected [40]
Waymo无人驾驶汽车违规掉头被拦停,警察却无法开罚单;孟晚舟当值华为轮值董事长;王腾多平台账号注销或私密,此前因泄密被小米开除
雷峰网· 2025-10-02 00:36
要闻提示 NEWS REMIND 1.Waymo 无人驾驶汽车违规掉头被拦停,警察却无法开罚单 2.孟晚舟当值华为新一任轮值董事长:现任副董事长、公司CFO 3.车企9月销量:比亚迪近40万,零跑、小米、小鹏创历史新高 4.王腾多平台账号注销或私密,此前因泄密被小米开除 5.余承东吹的牛又要实现!尊界S800销量将超迈巴赫+奔驰S+宝马7系+奥迪A8 6.宇树科技回应机器人存安全漏洞:已完成大部分修复工作,将在不久后推送更新 7.比亚迪总裁:仰望U9X中东走一圈直接卖光,国王首富抢着要 8.苹果回应被马斯克公司起诉:选 OpenAI 不选 xAI 没毛病 今日头条 HEADLINE NEWS Waymo 无人驾驶汽车违规掉头被拦停,警察却无法开罚单 10月1日消息,在美国加利福尼亚州圣布鲁诺市上周末开展的酒驾专项执法行动中,一辆白色 Waymo 捷豹 I-Pace 车型因在信号 灯处公然违规掉头,被警方拦停。这本是一次常规执法检查,但当警员走到驾驶座车窗前时却发现驾驶座空无一人。圣布鲁诺警方 在社交平台发文调侃,称无法对该车开具罚单,因为"我们的罚单表格上没有'机器人'这一栏可勾选"。 好在是,这辆捷豹并未" ...
这家“小众”赛道的无人驾驶公司,刚刚融了两亿
AI前线· 2025-09-30 01:18
国务院近日发布了《关于深入实施"人工智能 +"行动的意见》,旨在推动人工智能与经济社会各行业 各领域的深度融合。矿山无人驾驶技术作为矿山新质生产力的典型应用,已成为引领产业升级的关键 领域。 此次投资机构代表表示,踏歌智行凭借在露天矿无人驾驶运输领域近 10 年的精耕细作,已经在产品 研发、技术服务、项目应用以及人才培养等多方面形成了企业独有的体系和生态。基于技术创新和项 目实战,踏歌智行通过提升安全性、降低用工成本、无人化效率突破人工效率瓶颈等多维度优异的表 现,在缓解矿山招工难难题的基础上,为矿山企业提供更安全、更经济、更高效、收入更丰厚的露天 矿无人驾驶运输解决方案,从而证明了人工智能在极端工况下的价值和意义。 在新疆、内蒙等多个露天矿山,数百台踏歌智行无人驾驶运输车繁忙且有序的进行着运输作业。据统 计,自今年上半年开始,踏歌智行重点项目无人驾驶运输效率已超过人工水平,期间周均效率突破人 工效率的 110%,单铲装载突破 356 车 / 天。 踏歌智行创始人余贵珍表示,本轮融资的成功落地,反映出国家和资本市场对矿山智能化产业发展的 支持和决心,同时我们也感受到了国家产业升级的紧迫性和严格要求。此次融资将 ...
吉利李书福谈投资千里科技:与“聪明人”印奇“相见恨晚、一拍即合”
李书福表示,智能化发展不能以牺牲安全为代价,而要通过包括AI在内的技术让汽车更安全。 "我当时在全国寻找聪明人,偶然有一次见到印奇,一见如故、相见恨晚、一拍即合。" 9月28日,在"AI重庆智驾之夜暨千里科技品牌发布会"上,吉利控股集团董事长李书福在回应吉利为何 投资千里科技(601777.SH)时表示,目标就是"要找到一个聪明的人"。据其透露,千里科技董事长印 奇的出现,是"一个更聪明的人"介绍来的,在第一次见印奇时"考核"了他,并认可了他。 李书福在发布会现场表示,希望印奇"认准一个方向,坚定一个信念,凝聚一股力量,提炼一种精神, 完成一个使命,这一使命就是带领千里科技走向无限广阔的明天"。 同日上午,在以"AI+车,迈向智能网联新能源汽车之都"为主题的高端对话中,对于"未来的汽车将是什 么模样"这一问题,李书福认为,传统汽车要想实现质的飞跃,必须插上人工智能的翅膀。随着AI技术 进步,汽车可能和低空飞行、水上工具无缝衔接,形成一个陆海空交通整体解决方案。当然,这需要高 效率的算力和立体交通网络的构建。 面对AI重塑产业生态的洪流,各家车企都面临一个核心问题:是构建自主可控的生态闭环,还是融入 跨界合作的 ...
斯年智驾完成数亿元B+轮融资,新老股东共同加持
Jing Ji Guan Cha Bao· 2025-09-29 03:22
据了解,斯年智驾作为全球场景物流无人驾驶解决方案提供商,专注于用无人驾驶技术赋能智慧物流。 公司提供无人驾驶集卡、无人智能平板运输设备及运力运营服务,重点研发港口全栈式无人集卡运输解 决方案。 针对此次融资,斯年智驾创始人兼董事长何贝表示,"资金将重点投入到三大方向:一是做实、做深技 术与产品,开发适应多元场景、更高性能的下一代无人驾驶系统;二是加快定制底盘和自研底盘的双轨 适配,保障系统稳定与安全的同时,有效降低单车成本;三是推动规模化量产,通过降低单位成本摊 销、维持高毛利率,从而实现收入的高速增长与盈利能力的稳步提升。" (原标题:斯年智驾完成数亿元B+轮融资,新老股东共同加持) 9月29日,斯年智驾宣布完成数亿元B轮融资,本轮融资由郑州高新产投基金、浙江省创新投资私募基 金管理有限公司、华融等投资机构与产业资本联合投资,资金将重点用于无人驾驶产品的研发和市场开 拓等布局。 ...
斯年智驾完成数亿元B+轮融资,将投向下一代无人驾驶系统等领域
Ju Chao Zi Xun· 2025-09-29 02:23
Core Insights - Snian Intelligent Driving announced the completion of a multi-hundred million yuan Series B+ financing round on September 29, with investments from various institutions including Zhengzhou High-tech Industrial Investment Fund and Huarong [2] - The funds will primarily be used for the research and development of autonomous driving products and market expansion [2] Company Overview - Founded in April 2020, Snian Intelligent Driving has established an integrated "vehicle-road-cloud" architecture, providing intelligent solutions across various industrial logistics scenarios [2] - The company is headquartered in Deqing, Zhejiang, with R&D centers in Beijing, Zhengzhou, and Shanghai, covering a full-service system including intelligent driving, cloud big data, edge computing, and autonomous chassis [2] Business Achievements - Since 2025, Snian Intelligent Driving has made significant breakthroughs in multiple business areas, achieving new stages in both technology and commercialization [2] - In L4 closed scenarios, the company has established long-term partnerships with over 20 leading global ports, maintaining the top market share according to Frost & Sullivan data [2] - In L4 open scenarios, the company has deployed nearly a hundred vehicles in key regions such as Baotou, Tianjin Dongjiang, and Yongjin Expressway, leading the industry's intelligent upgrade [2] Innovations and Applications - Snian Intelligent Driving has led the construction of several industry-first projects, including the first automated terminal for general cargo and the first fully automated transformation project for traditional terminals [3] - The company's solutions are widely applied in major enterprises such as PetroChina and Ningbo Port, serving over 100 clients and achieving an annual business growth rate of 30% to 40% [3] Future Directions - The founder and chairman, He Bei, stated that the financing will focus on three main areas: enhancing technology and products for diverse scenarios, accelerating the adaptation of customized and self-developed chassis, and promoting large-scale production to achieve rapid revenue growth and steady profitability [3]
无人配送车市场刚爆发,就卷成了红海?
Tai Mei Ti A P P· 2025-09-28 00:53
除了这两家供应链上的企业跨界入局无人车外,有消息曝出,Momenta也正在组建团队进军无人配送车 领域;优必选旗下智慧物流公司优奇,过去一直在做工业领域的AGV小车、无人叉车等产品,也在尝 试扩大业务范围,推出无人配送车。 低速无人配送车不管是从技术上,还是从功能性上,并不像今年大火的人形机器人那么"性感"与"新 潮",而是早已存在,且默默无闻发展多年,为何在今年突然引起如此大的关注?背后的原因是什么? 这个领域真要迎来大爆发时刻?行业拐点已来? 跨界玩家的第二战场 作为一家在智能座舱与智能驾驶领域,有着40年发展历史的德赛西威,第一次将无人车摆在了集团战略 的重要位置。 图片来源:AI生成 有人说,2025年是低速无人配送车元年。因为从今年开始,低速无人配送车市场需求开始暴涨,其销量 开始突破万辆,产业规模化和盈利看起来都将指日可待。 也有人说,随着新玩家的不断涌入,市场竞争激烈,这个刚刚开始爆发的市场就已经开始变成红海了。 这些新玩家都有谁呢?除了刚刚官宣发布低速无人车品牌 "川行致远"的德赛西威,还有港股上市公司 佑驾创新,其也于近日发布了旗下无人物流品牌"小竹无人车"。 德赛西威董事长高大鹏甚至将低速 ...
“打开了一扇认识中国的窗口”
Ren Min Wang· 2025-09-27 21:56
双手轻推操纵杆,机械臂精准抓取密封袋边缘,顺利完成闭合动作——在北京中科慧灵机器人技术有限 公司,保加利亚前议长、社会党前主席米哈伊尔·米科夫体验了一把与机器人的协作。米科夫表示,中 国的人工智能技术发展迅速,助力世界人工智能产业发展,"科技促进产业转型、改变日常生活,这是 我在中国观察到的发展趋势。保中两国可以在人工智能、机器人等领域进一步合作。我期待未来更多中 国高科技企业到保加利亚投资兴业"。 东南欧国家青年代表体验操控机械臂。 本报记者 李安琪摄 参观高新技术企业,感受科技创新的澎湃动力;访问国际氢能中心,了解能源转型的中国作为;走进京 郊美丽乡村,体验乡村全面振兴成果……第二届东南欧国家官员及青年代表中国乡村行活动近日在北京 举行,来自保加利亚、罗马尼亚等9个国家的18名代表探访北京中关村东升科技园、中关村东升国际科 学园及北京市昌平区兴寿镇辛庄村等地,感受中国高质量发展脉动,见证美丽乡村建设成就。 "清洁车的使用场景有哪些""它的续航时间是多少""是什么让它拥有如此强大的自动避障能力"……在北 京智行者科技股份有限公司,各国代表对无人驾驶清洁车"蜗小白"充满兴趣。得知中国的无人驾驶技术 已应用于森 ...
特朗普政府拟推新政减少半导体进口,北证50节前缩量下跌1.81%
Soochow Securities· 2025-09-26 13:31
Market Performance - On September 26, 2025, the North Exchange 50 index fell by 1.81%, while the Sci-Tech 50 index decreased by 1.61%[18] - The A-share index declined by 0.65%, and the ChiNext index dropped by 2.60%[18] - The average market capitalization of the 277 constituent stocks in the North Exchange is 3.136 billion, with a trading volume of 19.456 billion, down by 1.464 billion from the previous trading day[18] Company Announcements - YinTu Network announced a pre-disclosure of share reduction by its shareholders, with the controlling shareholder planning to reduce holdings by up to 350,000 shares, representing 0.58% of total shares[29] Industry News - The Trump administration is considering a new policy requiring semiconductor imports to match domestic production, with companies failing to comply facing substantial tariffs[16] - Meituan's autonomous delivery vehicle has received the first city-level trial for cross-regional delivery in Shenzhen, covering key districts[17] Risk Warnings - Risks include individual stock earnings falling short of expectations, intensified industry competition, increased trade frictions, and policies not meeting expectations[30]