天眼查App显示，近日，苏州坐标系智能科技有限公司发生工商变更，新增美团旗下汉海信息技术（上 海）有限公司为股东，同时注册资本由约4761万人民币增至约5400万人民币。苏州坐标系智能科技有限 公司成立于2023年8月，法定代表人为颜士富，经营范围包括人工智能应用软件开发、汽车零配件批 发、电子产品销售等。股东信息显示，该公司现由苏州时睿智能科技有限公司、越超创新有限公司及上 述新增股东等共同持股。公开资料显示，该公司专注于智能汽车线控底盘核心技术的研发与产业化。 ...

企查查APP显示，近日，苏州坐标系智能科技有限公司发生工商变更，新增美团关联公司汉海信息技术 （上海）有限公司为股东，同时注册资本增至5400.165万元。企查查信息显示，该公司成立于2023年， 法定代表人为颜士富，经营范围包含：人工智能应用软件开发；人工智能硬件销售；汽车零部件研发 等。据其官网，该公司致力于智能汽车线控底盘核心技术的开发。 | © 尘草膏 全国企业信用意询 | 苏州坐标系智能科技有限公司 | | ○ 望一下 | | 器应用,企业中心 [] 真 | 合具服务 合 | | --- | --- | --- | --- | --- | --- | --- | | 基本信息 56 | 法律诉讼 | 经营风险 | 经营信息 93 企业发展 84 | | 知识产权 82 | 历史信息 9 | | 法定代表人 | 顾士富 。关联企业 4 | 登记状态 | 在业 | 成立日期 | 2023-08-31 | | | | | 注册资本 | 5400.165万元 山 | 实感受本 | 3514.9004万元 | | | 相积相机代码 | MACTHWQE-5 | 工商注册号 | . | 纳税人识别号 | 913 ...

未经许可，不得转载或者引用。 投资要点 AI时代是【产品为王】不是【流量为王】！ 【流量为王】是PC/移动互联网时代的产物。 PC增强了人类的计算能力，手机增强了人类的连 接能力，移动互联网的本质是连接， 企业的盈利取决于三个层面： 1）用户规模越大则网络效 应越强；2）获客成本越低越好；3）变现渠道越多元越好，距离支付越近越好。因此最终移动 互联网时代的龙头公司都不满足单一产品而是建立生态护城河， 最终目的是让用户留在自己的 生态里面。 【产品为王】或是AI+时代的新产物。 【智能体Agent】是AI时代终端的通用名词，未来在各 个子领域预计会诞生不同类型的智能体，但 具备共同的特征：帮助人类完成单一或多个任务， 而且是语音交互方式不再是移动互联网时代的触控方式。 互联网时代终端的价值与留住用户的 时间成正比，而 AI时代智能体的价值与帮助人类完成任务复杂度成正比 ，因此互联网时代 看"用户数"最重要，AI时代看"单个智能体创收价值"最重要。而AI智能体创收能力差异取决于 【算法能力强弱+调用算力的能量+数据闭环能力】。 智能车是被忽视的AI时代革命性终端！ 智能车为何被忽视？思维方式的错位导致： 1）互联 ...

Group 1: Smart Firefighting - The global smart firefighting system market is rapidly expanding, driven by the integration of IoT, big data, cloud computing, AI, and 5G technologies[14] - Key trends include remote monitoring acting as the "cloud brain" for 24/7 intelligent alerts and firefighting robots serving as "ground troops" for high-risk scenarios[3] - Qingniao Firefighting is entering the remote monitoring and firefighting robot sectors, establishing a new growth curve with its integrated service model[3][17] Group 2: AI in Grassroots Healthcare - The national health strategy prioritizes enhancing grassroots healthcare service capabilities, aiming for full coverage of basic medical services by 2027[19] - AI technology is increasingly seen as a solution to address issues like staff shortages and low technical levels in grassroots healthcare institutions[20] - Kangzhong Medical is actively investing in AI+ grassroots healthcare, forming strategic partnerships and launching community health service initiatives[21][22] Group 3: Market Performance - This week, the small-cap indices such as CSI 1000 and CSI 500 outperformed large-cap indices like SSE 50, with Qingdao Firefighting and Xinquan Co. leading in stock performance[5][24] - The average discount rate for new share placements was 14.2%, with an average yield of 17.1% this week[5][11]

Report Title - **中小盘收正，板块分化明显，TMT板块基金今年收益反超医药板块——基金市场跟踪2025.09.19** [2] Investment Rating - No investment rating information is provided in the report. Core Viewpoints - This week, the TMT sector funds' year-to-date returns successfully exceeded those of the pharmaceutical sector, becoming the top performer. The pharmaceutical sector's general weakness led to a 2.3% pullback in its funds this week, while the technology and media sectors drove the TMT sector funds up by 2.2% [6][32]. - In terms of style labels, small and medium market capitalization and medium to high valuation have obvious advantages [6][32]. Summary by Directory 1. This Week's Market Fluctuations 1.1 Performance of Major Asset Classes - The A-share market fluctuated slightly. The CSI 300, representing the large-cap market, had a 0.4% pullback, while the CSI 500 and CSI 1000 rose slightly. There was obvious differentiation in style, with the financial sector having a relatively high pullback and the growth sector recording a 1.5% positive return, a gap of nearly 5% [6][10]. - In the bond market, government bonds and corporate bonds fluctuated slightly, and convertible bonds fell 1.5% driven by the stock market [10]. - The Hong Kong and US stock markets rose to varying degrees [10]. - Among representative commodities, agricultural products had a pullback [10]. 1.2 Performance of Industry Themes - This week, each sector in the market showed differentiation. The pharmaceutical sector weakened overall, with all sub - industries having a pullback of over 1.5%. Most of the technology sector closed positive, but cloud computing had a 3.1% pullback. The media sector had a relatively high increase, with the positive return of the animation and game sub - sector exceeding 5%. The mid - stream manufacturing sector was also clearly differentiated, with smart cars rising 4.7% and rare earths falling 4.3%, a gap of 9% [6][12]. 1.3 Performance of Concept Indexes - The top five concepts with the highest gains this week were lithography machines, optical modules (CPO), semiconductor equipment, cameras, and selected auto parts, with the lithography machine concept rising 9%. The top five concepts with the highest losses were rare earths, gold and jewelry, operating systems, selected insurance, and small metals, with rare earths falling 7.4% [17]. 1.4 Trading Heat Tracking - The top five concepts with the highest trading heat this week were state - owned enterprise comprehensive, fund heavy - holding, core assets, 5G applications, and technology leaders. The average daily trading volume of the state - owned enterprise comprehensive concept reached 56.13 billion shares [21]. - Compared with last week, the top five concepts with rising heat were selected coal mining, selected air transportation, urban village renovation, recent IPO stocks, and cross - border e - commerce; the top five concepts with falling heat were digital twin, spatio - temporal big data, gold and jewelry, selected shipping, and fluorine chemical industry [22][23]. 2. Active Equity Fund Tracking 2.1 Classification Returns and Rising Ratios - The median return of international (QDII) stock - type funds in the past week was the highest at 1.4%, and the lowest was enhanced index - type bonds at - 0.3%. The median return of partial - stock hybrid funds in the past month was the highest at 7.0%, and the lowest was hybrid bond - type level 1 at - 0.0% [29]. - The proportion of rising funds in the past month was the highest for enhanced index - type bonds at 100.0%, and the lowest was hybrid bond - type level 1 at 37.7%. The minimum maximum drawdown in the past month was for short - term pure - bond funds at - 0.0%, and the highest was for ordinary stock - type funds at - 5.0% [29]. 2.2 Sub - label Return Situations - In terms of sectors, the TMT sector funds had a 2.2% return in the past week, 15.0% in the past month, and 47.9% year - to - date; the mid - stream manufacturing sector had 2.2%, 9.3%, and 31.8% respectively; the pharmaceutical sector had - 2.3%, - 2.1%, and 43.8% respectively [31]. - In terms of style labels, small - cap and medium - to - high - valuation funds showed obvious advantages [32]. 2.3 Fund Differentiation within Sectors - At the sector level, the consumer sector had the lowest differentiation degree in the past week, with a return range of 6.0%, and the highest was the TMT sector, with a return range of 18.8%. In the past month, the consumer sector also had the lowest differentiation degree, with a return range of 15.1%, and the highest was the TMT sector, with a return range of 44.0% [34]. 2.4 Fund Differentiation within Styles - At the style level, the low - profit - quality funds had the lowest differentiation degree in the past week, with a return range of 13.9%, and the highest were low - cap and high - valuation funds, with a return range of 22.8%. In the past month, the low - valuation funds had the lowest differentiation degree, with a return range of 40.7%, and the highest were high - valuation, high - growth, and high - quality funds, with a return range of 50.1% [38]. 2.5 Top - performing Funds in Each Sector - The report lists the top five funds in each sector in terms of one - month returns [43][44]. 2.6 Top - performing Funds in Each Style - The report lists the top five funds in each style in terms of one - month returns [46]. 3. Private Equity Market Performance 3.1 Overall Performance of the Private Equity Market - The private equity type with the highest return this year is the event - driven type, with a return rate of 39.3% [4][50]. 3.2 Returns of Various Private Equity Types - For stock - strategy private equity, the top - performing products are mostly stock subjective long - only, and most of their year - to - date returns are in the 0% - 20% range [53]. - For bond - strategy private equity, the top - performing products are all bond composites, and most of their year - to - date returns are in the 0% - 5% range [57]. - For portfolio fund - strategy private equity, the top - performing products are all FOFs, and most of their year - to - date returns are above 10% [61]. - For money - market - strategy private equity, the top - performing products are all trust products, and most of their year - to - date returns are in the 0% - 2% range [64]. - For managed - futures private equity, the top - performing products mostly use program trading strategies, and their year - to - date returns are widely distributed, with products in both the <-10% and >10% ranges [67]. - For relative - value - strategy private equity, the top - performing products are all stock - market neutral, and most of their year - to - date returns are in the 10% - 20% range [70]. - For macro - strategy private equity, only 8 products announced their net values this week, and most of their year - to - date returns are above 20% [73]. - For composite - strategy private equity, the top - performing products are mostly trust products, and most of their year - to - date returns are in the 0% - 10% and >30% ranges [77]. - For other - strategy private equity, the top - performing products are mostly under foreign - trade trusts, and most of their year - to - date returns are in the 0% - 10% range [80].

Core Viewpoint - The collaboration between Huawei and GAC Group to create the new high-end smart electric vehicle brand "Qijing" is seen as a significant strategic move, aiming to enhance both companies' positions in the competitive automotive market, particularly targeting younger consumers and emphasizing technology integration [2][9][22]. Group 1: Strategic Importance of Qijing - The establishment of Qijing represents a deep collaboration between traditional automaker GAC Group and tech giant Huawei, marking a critical strategic initiative for both companies [8][9]. - For GAC, Qijing serves as a vehicle for elevating its high-end brand capabilities, addressing the need for a strong brand to attract new-generation consumers in the competitive high-end electric vehicle market [8][9]. - Huawei's involvement positions Qijing as a showcase for its advanced smart automotive technologies, enhancing its recognition in the high-end market [9][10]. Group 2: Unique Collaboration Dynamics - This partnership is characterized as a new paradigm of cooperation between tech companies and traditional automakers, where Huawei retains control over core smart modules while GAC manages brand operations and sales channels [10][12]. - The collaboration allows for a streamlined product development process, ensuring that Qijing's vehicles are designed with a consistent smart technology framework from the outset [10][12]. Group 3: Product Development and Market Potential - Qijing is strategically targeting the high-end electric vehicle market, which is expected to be highly competitive, especially as many established players face market challenges [14][18]. - The first product from Qijing is set to launch in mid-2026, coinciding with a pivotal moment in smart automotive technology advancements, including the rollout of L3 autonomous driving capabilities [18][20]. - The brand's focus on user needs in product design, along with a collaborative operational model starting in 2025, positions Qijing to effectively respond to market demands and optimize user experience [15][20]. Group 4: Future Outlook - Qijing is anticipated to leverage Huawei's successful product methodologies and GAC's extensive automotive experience to carve out a competitive edge in the market [22]. - The upcoming launch of Qijing's first vehicle is expected to introduce innovative product experiences that resonate with younger consumers, potentially disrupting the current market dynamics [20][22].

"L2强制性国标里面有一个试验场景，几乎1：1复刻了'3·29铜陵小米SU7爆燃事故'，但事实上这个场景并不难，可以通过汽车远程升级（OTA）技术召回解 决，只是过去车企没太重视。"近日，一位要求匿名的智驾行业资深人士徐飞（化名）向第一财经记者表示。 徐飞补充道，L2强制性国标中最难的场景是50CM纸箱子障碍物探测和响应能力的试验，这个场景高度依赖高性能激光雷达，"从目前我们摸底测试看，目 前市场上车型，除了华为系的，基本上都过不了（试验要求）。" 本周智驾行业有两则大新闻。 一是9月17日工信部网站发布《智能网联汽车组合驾驶辅助系统安全要求》（即上述"L2强制性国标"）的征求意见稿，正式面向社会公众征求意见。 二是两天后，9月19日小米汽车召回2024年2月6日至2025年8月30日生产的部分SU7标准版电动汽车，总计116887辆。小米汽车此次召回原因与智驾相关，具 体为召回车辆L2高速领航辅助驾驶功能开启的某些情况下，对极端特殊场景的识别、预警或处置可能不足，若驾驶员不及时干预可能会增加碰撞风险，存 在安全隐患。 此前，多位智能驾驶行业内高管向第一财经记者表示，这次L2强制性国标制定的工作组由华为牵头， ...

最严辅助驾驶强制性国标出台，将成车企智驾"照妖镜"。 "L2强制性国标里面有一个试验场景，几乎1：1复刻了'3·29铜陵小米SU7爆燃事故'，但事实上这个场景并不难，可以通过汽车远程升级（OTA）技术召回解 决，只是过去车企没太重视。"近日，一位要求匿名的智驾行业资深人士徐飞（化名）向第一财经记者表示。 徐飞补充道，L2强制性国标中最难的场景是50CM纸箱子障碍物探测和响应能力的试验，这个场景高度依赖高性能激光雷达，"从目前我们摸底测试看，目 前市场上车型，除了华为系的，基本上都过不了（试验要求）。" 本周智驾行业有两则大新闻。 一是9月17日工信部网站发布《智能网联汽车组合驾驶辅助系统安全要求》（即上述"L2强制性国标"）的征求意见稿，正式面向社会公众征求意见。 二是两天后，9月19日小米汽车召回2024年2月6日至2025年8月30日生产的部分SU7标准版电动汽车，总计116887辆。小米汽车此次召回原因与智驾相关，具 体为召回车辆L2高速领航辅助驾驶功能开启的某些情况下，对极端特殊场景的识别、预警或处置可能不足，若驾驶员不及时干预可能会增加碰撞风险，存 在安全隐患。 此前，多位智能驾驶行业内高管向第一财 ...

9月19日，20多位福州市党代表、福州市人大代表、福州市政协委员受邀走进福州新区（长乐区），通过实地走访调研，见证新区获批十 年来，在数字经济、智能制造、新材料等领域的跨越式发展，研讨这座"沿江向海"新城未来的高质量发展路径。 在福州新区规划展示馆，看着沙盘上从蓝图变为现实的产业园区、四通八达的交通网络、生态宜居的美丽新城，代表委员们真切感受到新 区"十年蝶变"的速度。福州市政协委员、福建康佰惠医疗科技有限公司董事长王庆趋表示，"十年来，新区建设成果突出，从'小学—中学—高 校'全覆盖的优质教育体系，到国家区域医疗中心等优质医疗资源配套的提质增速，到机场、地铁、高速组成的高效交通网络和滨海优势，让 新区成为绿色、宜业、宜居的新城，吸引着越来越多的产业和人才不断聚集。" 代表委员们参观福州新区规划展示馆。新华网发（景海 摄） 代表委员们了解到，福州新区（长乐区）目前已建成了福建省规模最大的算力集群，共有六大数据中心规划机柜7.3万个，1.5万个已建成 投用，人工智能算力达2585P，超算算力6000万亿次/秒，为数字经济筑牢重要的数字根基，为高科技产业发展注入"数字动能"。 在福州新区智能汽车产业科创基地，现场 ...

新浪科技讯 9月20日下午消息，蔚来副总裁、自动驾驶研发首席专家任少卿宣布，在中科大启动人工智 能实验室建设，同时蔚来工作不变。 他表示，"在常校长、潘校长和斌哥的支持下，我在科大正式启动人工智能实验室建设，致力于中长期 通用人工智能的研究，全球招聘教授、研究员、博后、博士，请各位大佬推荐同时招聘25届推免生。蔚 来工作不变，同时持续招聘智能驾驶研究员/工程师。" 资料显示，任少卿2020年加入蔚来，任首席专家、助理副总裁，2023年升任研发副总裁。 责任编辑：郝欣煜 ...