2025年9月24日，在山东日照附近海域，一个男人颇为激动地注视着海平面上一发火箭的升空，火箭整流罩满载着吉利星座第六轨卫星。 随着卫星顺利进入预定轨道，发射任务圆满成功，吉利星座一期组网终于正式完成。自此全球2000万用户（包含500万高频用户与1500万中低频用户）， 可真正实现实时卫星通信连接。 这个男人，名叫王洋，是时空道宇的创始人、CEO，也是中国商业航天行业的"关键先生"。 十二年前，怀着探索宇宙的浪漫情怀，他从体制内离职，创办了中国第一家商业航天公司——欧科微。也自此开启了其对星辰大海的真正征途。四年 后，"嘉定一号"成功入轨。那是一颗不足一百公斤的微小卫星，核心单机几乎全部自研，却标志着中国商业航天从0到1的突破，也更加坚定了王洋创业的 初心。 2018年4月，王洋出任上海格思信息技术有限公司执行董事，并兼任其母公司上海中科辰新卫星技术公司总经理，当时重点任务有两个，一个从0到1建立 卫星的量产能力，一个从0到1建立适用商业卫星的上游供应链体系，这些也和后来被称作G60的星座有关。 和人们印象中的航天事业不同，王洋从不是一个简单意义上的理想主义者，华为任职经历让他很早就意识到市场化的重要性。 ...

据沈阳发布微信公众号，9月24日，第五届沈阳智能网联汽车大会在沈阳智能网联大厦举行。会上，哈 啰集团发布了Robotaxi发展规划。市公安局交通管理支队发布了《沈阳市智能网联车辆道路交通安全管 理实施细则》。沈阳盛科御旷科技有限公司发布了L4级无人驾驶智能体及无人洗扫车、电动农机产 品。驭新智行科技公司推出"人、车、家全场景"AI生态解决方案。会上还启动了北方地区"车路云一体 化"城市群协同共建合作，北京、沈阳、长春、济南、鄂尔多斯五地将共同推进标准统一、数据共享与 场景落地。22个合作项目现场签约，涵盖哈啰智驾东北总部、车路云生态智擎、无人车运营中心、开鸿 系统平台、无人接驳与物流车、数据流通基础设施、智慧停车优化等多项内容。沈阳市智能网联汽车职 业教育产教融合合作项目同步签约。 ...

Group 1 - The core point of the article is that Botai Vehicle Networking Technology (Shanghai) Co., Ltd. submitted its Hong Kong IPO prospectus on March 25, 2025, which became invalid after six months on September 25, 2025, with several major financial institutions acting as joint sponsors [1] - Botai Vehicle Networking is a supplier of smart cockpit and intelligent connected solutions in China, being one of the few providers that offer both smart cockpit and intelligent connected solutions [2] - The majority of the company's revenue comes from smart cockpit solutions, with both the absolute revenue amount and the percentage of total revenue from this business continuously growing [2]

| 25/03/2025 | 博泰車聯網科技(上海)股份有限公司 | | --- | --- | | | 14/09/2025 聆訊後資料集（第一次呈交） 全文檔案 [四] 多檔案 | | | 25/03/2025 整體協調人公告 - 委任 [四] | | | 25/03/2025 申請版本（第一次呈交）全文檔案 [四]多檔案〉 | 招股书显示，博泰车联网是中国一家智能座舱及智能网联解决方案供应商，是国内为数不多的同时提供智能座舱和智能网联解决方案的供应商之一。公司收 入大部分来自智能座舱解决方案，且该业务的收入的绝对金额及占总收入的百分比均持续增长。同时，公司继续主要为OEM客户提供智能网联解决方案， 并保持该业务规模稳定。 博泰车联网科技(上海)股份有限公司(简称：博泰车联网)于3月25日所递交的港股招股书满6个月，于9月25日失效，递表时中金公司（601995）、国泰君安国 际、招银国际、华泰国际、中信证券为其联席保荐人。 ...

下一步，工信部将抓紧编制新时期智能网联新能源汽车产业发展规划，支持车用人工智能、汽车操作系 统、智能线控底盘等关键技术攻关，持续健全完善汽车技术标准体系，深入推进智能网联汽车准入和上 路通行试点、"车路云一体化"应用试点工作，扎实推动我国汽车产业高质量发展。 工业和信息化部装备工业发展中心主任瞿国春介绍，大会将全面升级"3+3+6+N"框架结构，包括：举办 开幕式、全体大会、闭幕式等3场全体会议；组织汽车产业政策圆桌、汽车产业国际合作会议、京津冀 协同发展会议等3场特色活动；围绕政策、技术、安全、人工智能、应用、数据等方向设置6个主题论 坛；聚焦网联通信、基础设施、产业生态等议题，举办多场边会活动。 工业和信息化部装备工业一司副司长表示，智能网联汽车是汽车与人工智能、信息通信、云计算、大数 据等技术融合发展的关键载体，已成为全球汽车转型升级的重要战略方向。 记者9月23日从工业和信息化部获悉，2025世界智能网联汽车大会将于10月16日至18日在北京举办。大 会以"汇智聚能网联无限"为主题，旨在汇聚全球政企和行业资源，促进跨行业协同发展。 近年来，工信部高度重视智能网联汽车产业发展，着力推进技术攻关、标准研制 ...

当前，智能网联汽车已从技术探索阶段迈入规模化发展的关键期。作为新能源与人工智能深度融合的核心载体，这一产业正以技术迭代与生态重构的双 轮驱动，重塑全球汽车产业格局与未来出行形态。 中国作为核心增长引擎，不仅在政策支持、基础设施建设方面走在前列，更在自动驾驶技术、车路协同等关键领域取得了突破性进展。此次大会的举 办，旨在搭建一个全球性的交流平台，汇聚行业智慧，推动智能网联汽车技术的创新与应用，促进产业链上下游的深度合作与协同发展。 智能网联汽车是汽车与人工智能、信息通信、云计算、大数据等技术融合发展的关键载体，已成为全球汽车转型升级的重要战略方向。工业和信息化部 装备工业一司副司长、一级巡视员郭守刚表示，工业和信息化部高度重视智能网联汽车产业发展，着力推进技术攻关、标准研制、应用推广，推动产业发展 取得积极成效。一是产业规模快速提升。2025年1-7月，我国具备组合驾驶辅助功能（L2级）的乘用车新车累计销量775.99万辆，渗透率达62.58%，5G和C- V2X装配量超过300万辆。二是关键技术取得突破。我国已建成涵盖智能座舱、自动驾驶、网联云控等在内的完整产业链体系，人工智能大模型实现批量上 车，感知设备、 ...

在9月23日召开的2025世界智能网联汽车大会新闻发布会上，交通运输部科技司综合处处长邢凡胜在回 答中国证券报记者提问时表示，面向"十五五"，交通运输部正在深入推进"人工智能+交通运输"行动， 将把人工智能在交通运输领域规模化创新应用作为主攻方向。交通运输部将抓紧出台《"人工智能+交 通运输"实施意见》，这个意见即将发布施行。 组织建设综合交通运输大模型 当前，交通运输行业正在积极拥抱以人工智能为代表的新一轮科技革命和产业变革机遇，加快发展新质 生产力，培育壮大智慧交通和智慧物流产业。 邢凡胜表示，"十四五"以来，交通运输部依托国家重点研发计划，加强智慧交通关键技术攻坚，组织开 展了两批次共50项智能交通先导应用试点，建设了国家综合交通运输信息平台，交通运输数字化、网络 化、智能化水平不断迈上新的台阶。 面向"十五五"，交通运输部将重点做好以下几项工作：一是抓紧出台《"人工智能+交通运输"实施意 见》，这个意见即将发布施行；二是联合行业和社会力量，组织建设综合交通运输大模型，加快普及智 能体应用；三是采用"科技+工程"模式，围绕大通道货车自动驾驶、内河货运船舶自主编队航行、公路 重大灾害智能管控处置、公路自由 ...

Group 1: Electricity Consumption - In August, the total electricity consumption reached 10,154 billion kilowatt-hours, marking a year-on-year increase of 5.0% and setting a historical record for the second consecutive month above 1 trillion kilowatt-hours [2]. Group 2: Regulatory Developments - The State Administration for Market Regulation announced that issues of false marketing and counterfeit goods are prominent in the live e-commerce sector, leading to the drafting of the "Live E-commerce Supervision Management Measures," which will be officially released soon [2]. - The National Internet Information Office has taken action against platforms like Toutiao and UC for failing to manage harmful content, resulting in penalties including warnings and demands for corrections [2]. Group 3: Corporate Announcements - Rili Pharmaceutical signed a supply framework agreement worth no less than 3 billion yuan [6]. - Woler Materials plans to invest up to 1 billion yuan in a new materials project [6]. - Dongshan Precision is planning to issue H-shares and list on the Hong Kong Stock Exchange [6]. - Olin Bio is also planning to issue H-shares for listing on the Hong Kong Stock Exchange [6]. - Shima Co. intends to repurchase shares worth between 100 million to 200 million yuan [6]. - Guaihuo Communication plans to repurchase shares worth between 75 million to 150 million yuan [6].

Group 1 - The core viewpoint of the news is that China's intelligent connected vehicle industry has made significant breakthroughs in key technologies, establishing a complete industrial chain that includes smart cockpits, autonomous driving, and connected cloud control [1] - The scale of China's intelligent connected vehicle industry is rapidly increasing, with a cumulative sales volume of 7.76 million new passenger cars equipped with Level 2 driving assistance functions from January to July 2025, achieving a penetration rate of 62.58% [1] - The deployment of 5G and C-V2X technology has exceeded 3 million units, and the country has established 17 national-level testing demonstration zones, with over 35,000 kilometers of testing roads opened and more than 10,000 testing licenses issued [1] Group 2 - The Ministry of Industry and Information Technology plans to develop a new industrial development plan for intelligent connected new energy vehicles, focusing on key technologies such as automotive artificial intelligence and intelligent chassis systems [2] - The Ministry of Transport aims to promote the large-scale application of artificial intelligence in the transportation sector, with the upcoming release of the "Artificial Intelligence + Transportation" implementation opinions [2] - The World Intelligent Connected Vehicle Conference, approved by the State Council, has been held for seven consecutive years, focusing on the application and innovation of cutting-edge technologies in the automotive industry [2]

Group 1: Automotive Industry - The penetration rate of passenger cars equipped with combined driving assistance systems in the new car market has exceeded 60%, reaching 62.6% with sales of 7.76 million units from January to July 2025, an increase of 5.7 million units and 40 percentage points compared to the same period in 2021 [1] - Beijing is committed to advancing the "vehicle-road-cloud integration" infrastructure to support the large-scale operation of high-level autonomous vehicles and the development of connected vehicles [3] Group 2: Semiconductor and Storage Market - The storage market is expected to see a comprehensive price increase in the fourth quarter due to rising demand for NAND flash in AI server shipments, with the company reporting over 80 million units of its PCIe SSD and RDIMM products deployed by the end of July [2] - NAND Flash wafer prices have generally increased by single-digit percentages since early September, with a nearly 10% rise in the price of 512Gb TLC NAND, leading to a price increase in embedded products like eMMC and UFS [5] Group 3: Regulatory Developments - The "Live E-commerce Supervision Management Measures" are set to be officially released, clarifying the legal responsibilities of live e-commerce platforms and operators, and enhancing the regulatory framework [9] - The market regulatory authority and the Ministry of Industry and Information Technology have launched a project solicitation for the 2025 measurement support for new quality productivity development, focusing on key areas such as AI, new energy, and high-end equipment [10] Group 4: Energy Sector - The total electricity consumption in China reached 1,015.4 billion kWh in August, marking a 5% year-on-year increase, with industrial electricity consumption accounting for nearly 60% of the total, indicating a recovery in various industries [11]