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鸿蒙智行全新问界M7增程/纯电动力同步上新、可选有无激光雷达版本
Feng Huang Wang· 2025-08-08 09:23
凤凰网科技讯 8月8日,工信部发布第398批《道路机动车辆生产企业及产品公告》新产品公示,查询发 现,鸿蒙智行全新问界M7出现在公示中。 申报信息显示,全新问界M7汽车增程/纯电动力同步上新,尺寸为5080 ×1999×1780mm、轴距 3030mm,可选有车顶无激光雷达版本。新车的增程可选单双电机和电池类型,纯电版目前仅申报了双 电机版(前160kW/后227kW的驱动电机)。 申报图片显示,全新问界M7汽车将提供蓝、黑、绿三种车色,提供21英寸运动轮毂、电动踏板等选 装。 ...
最高法将研究起草数据产权司法保护指导意见,对于智能汽车影响几何?
Core Viewpoint - The Supreme People's Court of China has proposed to draft judicial protection guidelines for data property rights, which is expected to provide regulatory guidance for data rights in the smart automotive industry and ensure the legal application of automotive data [3][8]. Group 1: Data Challenges in Smart Automotive - The rapid development of smart vehicles has led to confusion regarding data property rights and management, making it difficult for consumers to access complete and accurate data when issues arise [4][5]. - Current regulations lack clarity in defining data ownership, particularly for non-personal data such as vehicle operational data and road traffic data, which hampers the effective use of data by automotive companies [5][6]. - The complexity of data collected from smart vehicles includes various types such as vehicle operation data, user driving behavior data, and environmental data, creating a complicated data ecosystem [4]. Group 2: Balancing Data Rights and Public Interest - The potential misuse of geographic and traffic data collected by smart vehicles poses risks to public interest and social safety, highlighting the need for a balanced approach to data sharing [6][7]. - Data sharing is crucial for advancing autonomous driving technology, but the lack of clear data ownership and profit-sharing mechanisms has led to "data islands," hindering collaborative innovation [6][7]. - Consumers often lack awareness of what personal data is collected and how it is used, raising concerns about privacy when their driving behavior data is used for commercial purposes without prior consent [6]. Group 3: Future Directions for Data Governance - The proposed judicial protection guidelines are anticipated to clarify data rights and protections, potentially referencing the "Twenty Data Rules" to establish a framework for data resource ownership and usage rights [8][9]. - The guidelines may allow automotive companies to legally utilize anonymized raw data collected from vehicles for training autonomous driving models, thereby enhancing decision-making capabilities and safety [8][9]. - The judicial guidelines aim to address the definition and protection of smart automotive data, activate data elements, and create a balanced mechanism between development and safety, supporting the construction of a regulatory framework for the smart automotive industry [10].
港股科技板块吹响“反攻号角” 富国港股通科技ETF正在发行中
Zhong Guo Jing Ji Wang· 2025-08-08 07:16
港股科技板块具备显著的长期成长潜力,其核心竞争力主要体现在两大维度。一方面,持续的高研 发投入构筑了坚实的技术壁垒。Wind数据显示,截至2024年12月31日,港股通科技指数在近三年的研 发费用占营业收入比例均超7%,显著高于恒生科技、中证科技指数同期水平。高研发投入不断转化为 实际产出,有助于推动企业经营质量持续提升,使港股通科技指数成为真正具备内生增长动能的优质标 的组合。另一方面,港股科技企业凭借优秀的商业模式构筑了增长护城河。在创新药、智能汽车、互联 网等优势领域,这些企业正加速推进全球化布局,通过产品出海和模式创新不断拓展市场边界。这 种"技术创新+全球化"的双轮驱动模式,正在为港股企业构建长期可持续的增长动能,有望为投资者带 来持续的价值回报。 当前,港股科技板块仍处于"估值洼地",或迎来较好的布局时点。Wind数据显示,截至6月30日, 港股通科技指数的PE为21.46倍,处于近五年4.98%分位,具备显著的修复空间。随着近期美联储降息预 期升温,全球流动性环境逐步改善,叠加中国经济复苏预期增强,港股科技板块的估值压制因素有望逐 步缓解,估值修复进程或将进一步加速。港股通科技ETF富国(认购代 ...
2025世界智能汽车大会前瞻:车企黑科技重塑未来出行
Group 1 - The 2025 World Intelligent Vehicle Conference will showcase disruptive technological innovations in the smart vehicle sector, focusing on near-complete autonomous driving solutions, immersive smart cockpit experiences, and integrated vehicle-road-cloud ecosystems [1] Group 2 - The conference will highlight breakthroughs in high-level autonomous driving technology, with several automakers presenting near Level 5 fully autonomous driving solutions using multi-sensor fusion for real-time centimeter-level 3D environment modeling [2] - A new AI decision-making system based on deep reinforcement learning will be demonstrated, capable of handling complex scenarios such as predicting pedestrian intentions at unregulated intersections and utilizing vehicle-road collaboration to identify obscured traffic signals in adverse weather [2] - "Swarm intelligence" technology will be showcased, allowing multiple autonomous vehicles to coordinate and improve road traffic efficiency by over 30% [2] Group 3 - The smart cockpit is undergoing a revolutionary transformation with features like flexible rollable screens extending across the windshield, AR-HUD integrating navigation with real-world conditions, and holographic interactive assistants using light field technology for gesture and gaze recognition [3] - Emotional engines utilizing biosensors will monitor driver and passenger heart rates and expressions to automatically adjust ambient lighting, scents, and seating positions [3] Group 4 - The theme of "vehicle-road-cloud integration" will present a vision of future transportation, where vehicles communicate in real-time with traffic signals and roadside units using 5G-V2X technology [3] - The conference will introduce a "cloud-based digital twin" system, where each vehicle has a mirrored model in the cloud, allowing AI to predict and manage urban traffic flow based on real-time data from millions of vehicles [3] - The 2025 World Intelligent Vehicle Conference signifies a new era of safer, more efficient, and user-friendly transportation, celebrating technological advancements and human mobility [3]
吉利3000人智驾团队大整合,千里智驾能否超越华为“引望”?
Bei Ke Cai Jing· 2025-08-07 13:00
Core Insights - A significant integration is underway in China's intelligent driving sector, led by Geely Group, which involves the consolidation of three core teams into a new entity called Chongqing Qianli Intelligent Driving Technology Co., Ltd. [1][4] Integration Details - The integration involves approximately 3,000 R&D personnel from the Zeekr Intelligent Driving team, Geely Research Institute's relevant teams, and Maiqi Technology [1] - Geely confirmed that the specific integration plan and brands involved are still under discussion [2] - The new team structure is being rapidly established, with reports suggesting that around 1,500 members of the Zeekr team will transition without interviews, while about 100 from the Smart team will undergo a selection process [3] Strategic Objectives - The newly formed Qianli Intelligent Driving will operate as an independent company and aims to become a core partner in Geely's AI ecosystem, providing leading auxiliary driving solutions across the industry [4] - Geely's strategic focus is on consolidating resources to create a comprehensive end-to-end auxiliary driving capability [4][9] Historical Context - The integration aligns with Geely's earlier strategic shift announced in September 2024, moving from strategic expansion to integration to reduce redundant investments [9] - The establishment of Qianli Intelligent Driving was facilitated by a joint venture involving Qianli Technology, Geely, and Megvii Technology, which laid the groundwork for this resource consolidation [4][5] Leadership and Expertise - Wang Jun, former president of Huawei's Intelligent Automotive Solutions BU, has been appointed as co-president of Qianli Technology, playing a crucial role in unifying the three teams [6] - The collaboration between Wang Jun and Qianli Technology's chairman, Yin Qi, is expected to leverage their combined expertise in AI and automotive technology [7] Performance Metrics - Post-integration, Geely's intelligent driving system is projected to achieve a total computing power of 23.5 EFLOPS, with training data volume increasing from 1 billion to 3 billion [8] - The sales performance of Geely's Galaxy series vehicles, equipped with the unified Qianli Haohan intelligent driving system, saw a remarkable increase of 232% year-on-year, reaching 548,000 units in the first half of 2025 [10] Future Aspirations - Geely has set an ambitious target to exceed annual vehicle sales of 5 million units by 2027, narrowing the sales gap with industry leader BYD to 210,000 units in the first half of 2025 [10]
从智能汽车到空间机器人: 理想开源星环OS定义未来移动空间
理想TOP2· 2025-08-07 10:53
Core Viewpoint - The article discusses the development and vision of the Li Auto Star Ring OS, emphasizing its role in the evolution from smart vehicles to space robots, and the importance of open-source collaboration in achieving technological advancements in the automotive industry [1][3]. Group 1: Background of Li Auto Star Ring OS - The Star Ring OS was announced as an open-source project on March 27, 2024, and has since undergone two significant version releases, gaining industry recognition [1]. - Smart vehicles are seen as the initial successful commercial application of space robots, serving as a critical step towards achieving general-purpose space robots [5][6]. Group 2: Trends in Space Robot Technology Development - The ultimate goal is to develop general-purpose space robots, with the feasibility proven by the success of smart vehicles and breakthroughs in core technologies like VLA (Vision-Language-Action Models) [7][9]. - Key trends include the pursuit of extreme hardware-software collaboration, centralized and efficient utilization of computing resources, system security as a foundational prerequisite, and embracing open-source for efficient co-construction [11][12]. Group 3: Issues with Classic Automotive Software Solutions - The classic automotive software architecture, which emerged in 2000, has led to an explosion in the number of electronic control units (ECUs), resulting in integration difficulties and poor reusability [15][18]. - The limitations of the classic approach include a modular design that creates information silos and a collaborative model that is open yet not fully open-source, hindering innovation and efficiency [18][20]. Group 4: Open Source Solutions - The Star Ring OS is designed as a cohesive system with four core components: AI computing system, intelligent real-time system, communication middleware, and information security system [25][26]. - The OS aims to provide a unified, collaborative, flexible, and secure digital foundation for space robots, addressing the identified contradictions in the development process [29][30]. Group 5: Open Source Ecosystem Construction - The open-source ecosystem aims to build a unified, open, and general intelligent system foundation for the space robot era, promoting industry collaboration and reducing costs [36][39]. - Achievements include significant cost savings, reduced development cycles, and enhanced performance, with the platform enabling efficient coordination and flexible deployment of vehicle control systems [40][41]. Group 6: Future Work Focus - Future efforts will concentrate on community building, expanding ecosystem partnerships, and enhancing industry influence, with a clear path towards open governance and robust technology development [44][48]. - The next steps include supporting new chip platforms, enhancing core capabilities, and providing efficient community development facilities [49][50].
传零跑汽车与华为洽谈合作 智能汽车赛道或迎强强联手
Ju Chao Zi Xun· 2025-08-07 04:12
Group 1 - The core point of the news is that Leapmotor is in talks with Huawei for potential collaboration, focusing on smart driving solutions, vehicle ecosystem, or supply chain technology [2] - Leapmotor has achieved significant sales growth, becoming the top-selling new car manufacturer in China, with July deliveries reaching a record high of 50,129 units, a year-on-year increase of over 126% [2] - The collaboration with Huawei could enhance Leapmotor's brand value, particularly in key technology areas such as smart cockpit and autonomous driving [2] Group 2 - Leapmotor adheres to a "fully self-research" strategy, with its smart driving system, Leapmotor Pilot, utilizing a "pure vision + millimeter-wave radar" perception solution, emphasizing cost-effectiveness by avoiding high-cost lidar [3] - The Leapmotor Pilot system has reached version 3.0, featuring core functions such as ACC, LCC, ALC, APA, highway NOA, and city NAC, with some models offering optional lidar [3] - Leapmotor's smart driving features primarily address existing issues but still lag behind leading manufacturers like Huawei, as it heavily relies on high-precision maps and cannot achieve map-free autonomous driving [3]
多品类第一!九牧横扫全球卫浴市场,行业格局加速洗牌
Sou Hu Wang· 2025-08-07 03:43
Group 1 - Xiaomi's recent success with the Yu7 model, achieving over 200,000 units sold in just three minutes, solidifies its leadership in the 3C product sector and positions it strategically in the new energy vehicle market [1] - The trend of integrating full-category layouts with deep technological innovation is not unique to Xiaomi but is a common strategy among industry leaders [1][3] - Haier has transformed from a traditional appliance manufacturer to a builder of a "smart home" ecosystem, while Huawei has expanded from communication equipment to consumer electronics and smart vehicles, showcasing a similar multi-category approach [3] Group 2 - Jomoo has signed a strategic cooperation agreement with Haier to enhance their smart home business, aiming to create a fully interconnected smart home ecosystem that aligns with national strategies [3] - During the 618 shopping festival, Jomoo achieved significant sales, leading the market in smart toilet sales with a market share far exceeding its closest competitors [4] - Jomoo's comprehensive product strategy includes not only smart toilets and sanitary ceramics but also extends to showerheads, bathroom cabinets, and hardware, meeting consumer demand for one-stop solutions [5] Group 3 - The concept of economies of scope suggests that companies producing multiple related products can achieve lower unit costs, which is reshaping competitive dynamics across industries [6] - Jomoo's strategy aligns with this theory, leveraging its technological advancements across its entire product line to create a multiplier effect in competition [7] - Jomoo's early entry into the smart toilet market and its extensive patent portfolio have positioned it as a leader in the industry, with over 20,000 patents by the end of 2023 [7][10] Group 4 - Jomoo's innovative technologies, such as the "full waterway sterilization" system and ultra-quiet toilet designs, have set new industry standards and enhanced its competitive edge [10][19] - The company has initiated a project with the Gates Foundation to develop a waterless toilet, addressing global sanitation challenges and showcasing its technological prowess [19] - Jomoo's commitment to R&D, investing over 10% of its sales annually, has resulted in significant advancements in cleaning technology and health monitoring capabilities [15][19] Group 5 - The shift towards digitalization and globalization is driving transformation in the bathroom industry, with Jomoo leading the charge through smart manufacturing and global market expansion [21][27] - Jomoo's smart factory utilizes 5G technology and automation to enhance production efficiency and sustainability, setting industry benchmarks [21][26] - The company's AI-driven product innovations, such as the AI BATH solution, are redefining user experiences in the bathroom sector [25] Group 6 - Jomoo's brand value has reached 181.286 billion yuan, reflecting its growing market position and the increasing recognition of Chinese brands on the global stage [28] - The company's multi-category strategy, technological leadership, and commitment to digitalization and globalization are reshaping the competitive landscape of the bathroom industry [28]
小米集团-W(01810):2Q25业绩预览:关注“反内卷”的影响
HTSC· 2025-08-07 02:46
证券研究报告 港股通 小米集团-W (1810 HK) 2Q25 业绩预览:关注"反内卷"的影响 2025 年 8 月 07 日│中国香港 消费电子 我们预计小米 2Q25 收入同比增长 29%,毛利率环比下降 0.3pp,归属于母 公司净利润同比增长 56%。其中包含手机,IoT 和互联网业务在内的原有主 业收入同比增长 14%,汽车业务实现 204 亿收入,环比增长 10%。展望全 年:1)汽车。6 月 YU7 发布后大定数据亮眼,产能仍然是收入的主要瓶颈。 此外,近期汽车行业"反内卷"趋势下,看好汽车行业高质量发展以及行业 参与者长期盈利能力提升;2)手机。海外存储原厂供应减少,存储价格呈 现上涨趋势,建议关注存储价格上涨对手机毛利率的影响。给予公司目标价 67.8 港币(前值:71.2 港币),包含非汽车(44.3 港币),汽车(23.5 港 币)。维持"买入"。 汽车业务:看好"反内卷"长期提升汽车业务盈利能力 我们预计 2Q25 小米汽车出货约 8.1 万台,ASP 环比有所提升,实现收入 204 亿人民币,环比提升 10%,随着出货量爬坡,我们预计毛利率环比提 升 0.5pp 至 23.7%。展 ...
2025赛迪百强区榜单发布 吴江全国第八 虎丘吴中上榜
Su Zhou Ri Bao· 2025-08-07 00:38
Group 1 - The report by the China City Economic Research Center highlights the high-quality economic development of urban areas in China, with Suzhou having three districts listed in the top 100, including Wujiang at 8th nationally and 1st in Jiangsu [1] - The evaluation criteria for the rankings include a GDP greater than 80 billion yuan and a general public budget revenue exceeding 2 billion yuan, utilizing 23 indicators across five dimensions: economic strength, growth momentum, endogenous support, regional capability, and shared development [1] - Wujiang's GDP grew by 6.1% year-on-year in the first half of the year, maintaining the highest growth rate in the city for four consecutive quarters, with significant increases in industrial output and retail sales [1] Group 2 - Wuzhong District improved its ranking by one position, entering the top 50 nationally, with a GDP of 98.2 billion yuan and a growth rate of 5.7% in the first half of the year [2] - The industrial output value in Wuzhong reached 136.68 billion yuan, with a growth rate of 7%, leading the city in both industrial output and added value [2] - Wuzhong's key industrial clusters, including robotics and artificial intelligence, have shown substantial growth, with the robotics and AI sector reaching 91.3 billion yuan, growing by 23.9% [2]