发现至今最高涨幅 + 雷迪克 4月28日21:32《狙击 点，提及雷迪克计划通 增资的方式，获得誊展 关于我们 网站声明 联系方式 用户反馈 网站地图 帮助 cls 请输入要搜索 【狙击龙虎榜】热点快速轮动但个股行情凸显 高位抱团再 首页 电报 话题 盯盘 FM 投研 下载 狙击龙虎榜 小林|财联社 2025.05.18 21:37 星期日 【盘面回顾与展望】 周五指数分化，黄白线分离明显，市场情绪相对强势有所回暖，高位抱团再度出现高潮迹象，反包的利君股份和中毅达是带动高 位人气股全线走强的阵眼，明天关注这两只个股的反馈情况以确认抱团的分化强度，合理预期应该是一个弱分化。板块方面热点 依旧高速轮动，和之前轮动不一样的是每个板块都有龙头进入抱团队伍中，所以目前说是轮动行情不如说是围绕龙头的个股行 情。周末最大的消息是证监会发布《关于修改〈上市公司重大资产重组管理办法〉的决定》，不过去年已经炒过所以这次可能不 会有太大的板块性动作，算是一个加分项。其次是央视证实了歼-10CE的实战成果，关注中航成飞能否新高，如果中航成飞新高 军工就有二波预期。此外机器人、核聚变、新冠等都有相关利好刺激，热点太多必然造成资金的分散 ...

Core Insights - The 2025 Global Investor Conference held in Shenzhen focused on "New Quality Productivity: Investment Opportunities in China" and highlighted the investment value of Chinese assets and the A-share market [1] - Morgan Stanley's Chief China Economist, Xing Ziqiang, emphasized China's unique position in the AI sector, being the only economy besides the US capable of achieving a closed-loop in the entire AI hardware and software chain [1] - China's AI industry benefits from significant advantages in talent, algorithms, infrastructure, and data, with nearly half of the global AI talent coming from China and over 3 million engineering graduates each year [1] Industry Development - The industrial chain cluster effect in regions like Guangdong and Shenzhen has significantly contributed to the development of the AI industry, with companies like DeepSeek thriving due to local talent and supply chain support [2] - The best enterprise recommendation event hosted by Morgan Stanley in Shenzhen received strong support from the Shenzhen Stock Exchange and the Shenzhen Financial Office, underscoring Shenzhen's core role in AI manufacturing applications [2] - China's AI industry has experienced a leap forward, alleviating global investors' concerns over the past three years and reigniting confidence in China's innovation capabilities and market [2] Technological Advancements - The fields of intelligent driving and humanoid robots are also reflecting the enhancement of China's industrial chain, with intelligent driving entering a more advanced stage and humanoid robots transitioning from experimental to practical applications [2] - Xing Ziqiang noted that China's industrial chain has significantly improved over the past seven to eight years, showcasing strong vitality and competitiveness, particularly in areas such as industrial chain clusters, engineering talent, robotics, and intelligent driving [2]

证券研究报告·港股公司深度 汽车零部件 软硬一体，向高而行，开启智 驾新征程 核心观点 公司是国内第三方智驾芯片及解决方案龙头，具备软硬一体技 术、战略及商业模式领先性。25 年是征程 6 系列芯片及高阶全栈 智驾解决方案 HSD 量产元年，实现量价齐升，其中：J6M/ E 芯片 配套比亚迪、理想等客户出货量有望超百万套，基于 J6P 的 HSD 解决方案定点配套奇瑞等客户有望刷新市场认知。在国内中高阶 智驾平权加速渗透及产业链自主可控趋势下，公司智驾解决方案 有望成为主机厂选择的最大公约数，开启新一轮加速成长周期。 摘要 公司定位：披着芯片外衣的算法软件公司，聚焦智驾解决方案 公司以算法起家，创业目标成为机器人时代的 Wintel；2019 年战 略聚焦智驾并发力软硬一体及先发量产，目前已成长为国内第三 方智驾解决方案龙头。全栈软硬件产品包括芯片、底软（BP U 及 工具链）及算法等，征程系列智驾芯片市占率国内第一，2024 年 交付约 290 万套，其中 ADAS 芯片 J2/J3 国内市占率超过四成， AD 芯片 J5 市占率仅次于英伟达及华为。业务覆盖解决方案及技 术授权服务两块，2024 年总营收 ...

安徽+常州汽车产业链调研更新 20250518 摘要 • 新能源汽车与智能驾驶领域，拓扑为首选标的；智能化增量零部件方面， 地平线优先，德赛西威、华阳等次之；业绩拐点且估值底部的企业，推荐 翔宇、季风及新权，反映了对汽车产业链细分领域投资机会的关注。 • 江淮汽车 S800 预计本月底上市，入门版预售价调整至七八十万，顶配预 计 100 万出头。2025 年月销保守估计 1,000 辆，稳态或达 2000-3,000 辆，与华为合作累计投入巨大，预计 2027 年实现盈亏平衡，体现了新车 型上市及合作项目进展的关键数据。 • 安徽区域机器人产业与华为合作紧密，安徽合力、艾弗特、聚积和瑞昱等 公司在智能物流、焊接自动化及人形机器人领域积极布局，推进工业 3.0 发展，揭示了区域产业升级的趋势。 • 伯特利 2025 年预计收入增长约 30%，EPB 增长 30%，线控制动增长 40%，轻量化增长 70-80%。墨西哥工厂预计贡献十亿元收入，并迎来利 润释放，摩洛哥工厂 2027 年投产，EMB 产品今年下半年小批量量产，明 年大批量量产，空悬年底量产，展示了公司业绩增长预期及新产品量产计 划。 Q&A 当前汽车 ...

凤凰网财经讯 5月16日，美股三大指数震荡整理，截至发稿，道指涨0.04%，纳指涨0.04%，标普500指 数涨0.07%。英伟达涨0.32%，特斯拉涨0.76%，苹果跌0.46%。热门中概股涨多跌少，纳斯达克中国金 龙指数涨逾1%，唯品会涨逾8%，哔哩哔哩涨超7%，小马智行涨超6%。 全球要闻 美官方将使用华为芯片视作违反美出口管制行为 外交部回应 林剑指出，美方泛化国家安全概念，滥用出口管制和"长臂管辖"，无端对中国芯片产品和人工智能产业 进行恶意封锁和打压，严重违反市场规则，严重扰乱全球产供链稳定，严重损害中国企业正当权益，中 方对此坚决反对，绝不接受。 美联储主席：供应冲击或更频繁 将重新评估货币政策方法中的通胀和就业因素 全球零售巨头沃尔玛周四发布了季度业绩，但同时警告称，由于关税和日益加剧的经济动荡，公司将从 本月开始上调部分商品价格。沃尔玛当天发布业绩报告显示，在截至4月30日的一个季度，公司实现约 1656.1亿美元营业收入，同比增长2.5%，低于市场预期；合并净利润为44.87亿美元，同比下降12.1%。 根据当地时间5月15日提交给美国证券交易委员会（SEC）的监管文件，"股神"巴菲特旗下 ...

龙虎榜机构热股 今天机构龙虎榜上榜27只个股，净买入16只，净卖出11只。当日机构买入最多的个股前三位是：跨境通（1.06亿）、新瀚新材（7439万）、红宝丽（6861 万）。 | 上榜热股 | 实时涨跌幅 | 买/卖家数 | 机构 | | --- | --- | --- | --- | | 跨境通 002640.SZ | +2.31% | 4/1 | +1 | | 新潮新材 301076.SZ | +16.60% | 3/3 | +74 | | 4T 宁面 002165 S7 | 10000 DT | 110 | 140 | 跨境通 龙虎榜显示，5家机构净买入1.06亿。 公司主营业务包括跨境出口电商业务、跨境进口电商业务两大类，助力中国优质产品通过电商渠道输出到海外市场，同时将海外的优质产品进口到中国市 场，主要产品品类为服装类、家居类、配饰类、母婴类以及保健品品类等。 龙虎榜知名游资 一、AEBS概念 催化方面，据证券时报5月15日报道，近日，备受关注的强制性国家标准《轻型汽车自动紧急制动系统技术要求及试验方法》完成起草，进入公开征求意见 阶段。 对比现行标准，该标准由推荐性转为强制性，且适用范围有所扩 ...

Core Viewpoint - The market is experiencing a strong upward trend with 56 stocks hitting the daily limit up, and a total of 15 stocks on consecutive limit up boards, indicating robust investor sentiment and market activity [1] Stock Performance - Over 3000 stocks in the market have risen, with notable performances from 成飞集成 achieving an 8-day consecutive limit up and 渝三峡A recording a 14-day consecutive rise, accumulating over 170% in gains [1] - Other stocks such as 红宝丽, 利君股份, 红墙股份, and 中毅达 also reached limit up, while 中旗新材 hit a historical high [1] Market Trends - The market is witnessing rapid rotation of hotspots, with sectors like robotics, chemicals, nuclear power, intelligent driving (AEBS), PEEK materials, and anti-influenza concepts showing strong performance [1] - The intelligent driving sector, particularly represented by AEBS, has been highlighted with stocks like 豪恩汽电, 万安科技, 路畅科技, and 亚太股份 all hitting limit up [1] Regulatory Developments - A significant regulatory development is the public consultation phase for mandatory installation of AEBS (Automatic Emergency Braking System) in all M1 class passenger cars and N1 class light trucks, which is expected to boost the sector [1]

收评：沪指震荡调整跌0.4% 多只高位股持续获资金追捧 智通财经5月16日电，市场全天震荡调整，三大指数小幅下跌。沪深两市全天成交额1.09万亿，较上个 交易日缩量629亿。高位股持续获资金追捧，渝三峡A等多股涨停。盘面上，市场热点快速轮动，个股 涨多跌少，全市场超3000只个股上涨。从板块来看，机器人概念股集体大涨，麦迪科技等涨停。可控核 聚变概念股再度走强，百利电气涨停。智能驾驶概念股表现活跃，路畅科技等多股涨停。下跌方面，物 流概念股展开调整，华光源海跌超10%。板块方面，PEEK材料、可控核聚变、智能座舱、人形机器人 等板块涨幅居前，物流、美容护理、保险、白酒等板块跌幅居前。截至收盘，沪指跌0.4%，深成指跌 0.07%，创业板指跌0.19%。 ...

Group 1 - The intelligent driving industry is undergoing a dual reassessment of technology and capital due to stricter regulations and industry norms, with a focus on "explainability," "high availability," and "scalable mass production capabilities" [2] - Yuanrong Qixing, established in 2019, is attempting to build recognition through its VLA model (Vision-Language-Action) that evolves from an end-to-end architecture [2][5] - The VLA model incorporates natural language understanding and generation capabilities, allowing the system to provide behavior explanations in complex scenarios, such as recognizing and adapting to variable traffic rules [5][6] Group 2 - In 2023, Yuanrong Qixing partnered with Great Wall Motors, launching the Weipai Lanshan model, which sold over 30,000 units in four months, capturing approximately 15% of the urban NOA market by Q4 2024 [6][7] - The company has raised a total of $300 million from investors including Alibaba, with an additional $100 million investment from Great Wall Motors, aimed at technology R&D, advancing the VLA model, and expanding overseas [6][7] - Yuanrong Qixing's Mapfree solution reduces reliance on high-precision maps, achieving point-to-point driving assistance at one-third the cost of traditional mapping solutions, reflecting a trend towards reducing dependency on external resources [6][7] Group 3 - By early 2025, Yuanrong Qixing plans to have 10 models in mass production, with over five models featuring the VLA model, amidst a projected increase in domestic L2 and above driving assistance penetration to 65% by 2025 [7] - The industry is shifting from "function addition" to "system capability competition," with automakers increasingly considering system stability, product explainability, and scenario coverage in their procurement logic [7] - The current phase represents a critical window for Yuanrong Qixing to validate its VLA model's engineering capabilities and establish a broader network of partnerships with OEMs [7]

Core Viewpoint - The company aims to significantly reduce losses in 2025, with a focus on improving performance across various business segments, particularly in data compliance and intelligent driving solutions. Group 1: Financial Performance and Projections - The company reported a loss of over 1 billion in 2024, primarily influenced by its subsidiary, Siwei Zhihui, and aims to achieve a substantial turnaround in 2025 [2][11]. - The company’s data compliance business has seen rapid growth, becoming a core pillar of the Zhiyun segment, with a revenue increase of 28.96% in 2024 [20][21]. - The company expects to achieve significant revenue growth in 2025, driven by new orders in intelligent driving products, with 300,000 basic driving products and 60,000 parking products already secured [36][67]. Group 2: Business Strategy and Market Position - The company is focusing on a comprehensive solution that integrates intelligent driving, intelligent cockpit, and chip development, aiming to enhance its competitive edge in the market [25][51]. - The company is actively pursuing partnerships and collaborations, including with Huawei for the development of high-precision maps and data compliance solutions [4][96]. - The company acknowledges the challenges posed by intense competition in the automotive industry and is adjusting its strategies to focus on core competencies and cost control [19][51]. Group 3: Operational Developments - The company has established a complete low-altitude economic solution through its subsidiary, Liufen Technology, and is actively pursuing project implementations in multiple cities [3]. - The company has received new orders from various clients, including Xiaopeng and Wuling, indicating a positive trend in its order book [4][6]. - The company is committed to enhancing its operational efficiency through cost control measures and optimizing its organizational structure [19][73]. Group 4: Market Challenges and Responses - The company faces significant challenges due to the competitive landscape and has experienced a decline in revenue in its intelligent driving segment, which decreased by 28.08% in 2024 [6][28]. - The company is implementing strategies to improve its market recognition and brand awareness, particularly in the context of its intelligent driving and high-precision mapping solutions [74][96]. - The company is aware of shareholder concerns regarding stock performance and is taking steps to improve communication and transparency regarding its business developments [45][71].