随着先进驾驶辅助系统（ADAS）技术不断成熟，消费者对高速和城市通勤场景下驾驶辅助体验的期待提升， L2级高速NOA与城市NOA加速渗透，带动域控⽅案对前视一体机⽅案的替代，并推高中高算力SoC需求。 Canalys（现并入Omdia）预计，2025年中国市场L2级及以上功能渗透率将达62%，较2024年显著提升，高速 NOA 与城市NOA 分别达到10.8%和9.9%。预计2027–2028年，城市NOA增速将反超高速NOA ，市场结构快 速演变，将重塑SoC竞争格局。基于当前表现与节奏判断，高通凭借Snapdragon Ride平台（包括骁龙8650、 8620和8775等SoC）在产品性能与市场落地的表现，已连续两年位列Canalys中国ADAS SoC领导力矩阵的 "冠 军阵营"。 当前， 驾驶 辅助 普及加速 ： 市场倾向于平台化、性能和成本最优平衡 SoC厂商 越来越多主机厂 在推进 驾驶辅助普及 进程中，选择 。 将中高阶ADAS功能下放⾄10-20万元主力⻋型 为抢占先机 ，以 ⽐亚迪、 吉利 奇瑞 和 红旗 为代表的主流主机厂 、 采取 跨平台 的 驾驶 辅助 ⽅案 排布策略 ，系统性地推出 ...

Group 1 - The Ministry of Foreign Affairs stated that there have been no recent negotiations or discussions between China and the US regarding tariffs [2] - The Ministry of Foreign Affairs welcomed more foreign visitors to China, highlighting a 173% year-on-year increase in inbound travel orders for the upcoming holiday [2] - The Ministry of Industry and Information Technology (MIIT) released key points for automotive standardization work for 2025, focusing on accelerating the development of automotive chip standards [3][4] Group 2 - The Shanghai State-owned Assets Supervision and Administration Commission held a meeting to discuss the collaborative development between state-owned and private enterprises [5] - Chengdu introduced 20 policies to enhance its electricity supply capacity, aiming to build a modern first-class power grid [6] - The National Medical Products Administration emphasized the importance of smart regulation in the pharmaceutical sector during a recent conference [7] Group 3 - The China Securities Regulatory Commission is seeking opinions on guidelines for managing the investment behavior of securities practitioners [8] - The Ministry of Industry and Information Technology initiated a recommendation process for energy-saving and carbon-reduction technologies in key industries for 2025 [9] - The National Data Bureau called for the acceleration of public data development and utilization policies to enhance economic and social development [11] Group 4 - The Henan Provincial Government issued a development plan for the electric vehicle industry cluster, aiming to enhance the local economy [12] - Companies such as Zhaosheng Microelectronics and Huayang Group reported significant growth in their respective product lines and production capabilities [14] - Securities firms are focusing on industries less affected by external demand and those benefiting from macroeconomic policies, such as essential consumption and urban renewal projects [15][16]

Core Viewpoint - The Ministry of Industry and Information Technology (MIIT) has released key points for automotive standardization work for 2025, focusing on accelerating the development and revision of automotive chip standards [1] Group 1: Standardization of Automotive Chips - The MIIT aims to expedite the formulation of general specifications for automotive chip environments and reliability, information security, and consistency testing [1] - The initiative includes improving basic evaluation methods for automotive chips [1] - The ministry will promote the implementation of standards for safety chips and power drive chips for electric vehicles [1] Group 2: Specific Chip Standards - The MIIT plans to complete the review and approval of standards for intelligent cockpit computing chips, satellite positioning chips, infrared thermal imaging chips, and chassis control chips [1] - There is a focus on accelerating the development of standards for control chips, sensor chips, communication chips, and storage chips to meet the application needs for automotive chip product selection [1]

RimeData 来觅数据 . 全面的一级市场数据平台 以下文章来源于RimeData 来觅数据 ，作者来觅研究院 ⌜ 投融概况 ⌟ 截至2025年4月25日18:00，本周融资事件共89起（不包括并购、定增），较上周增加了22起，融资金额总计约45.71亿元（谨慎估计），较上周减少了 12.28亿元。在所有融资事件中，本周融资金额在亿元及以上的融资事件有15起，较上周减少了2起。本周公开退出案例27个，较上周增加了2个。另外， 本周有110家机构参与了一级市场投资，较上周增加了13家。 请读者留意，本周有30起融资事件未公布准确的融资金额，出于谨慎考虑，笔者做了暂取较小值处理，涉及金额至少8.19亿元，约占融资总额的17.92%。 另外，因融资事件的延迟披露，本期周报仅收录了本周五18:00前公开披露的融资事件，可能导致统计分析与实际情况存在细微偏差，感兴趣的读者可以 登录Rime PEVC平台获取全量融资事件、被投项目及深度数据分析。 本周已披露金额的融资事件68起，较上周增加了18起，融资金额区间分布结构与上周有明显变化，本周500万以下的融资事件7起，较上周增加5起；500 万-1000万（含1000 ...

Core Viewpoint - The DF30 chip, a compact black chip, is set to revolutionize the automotive industry by reducing reliance on imported high-performance automotive-grade microcontroller (MCU) chips [1][4]. Group 1: Development and Production - The DF30 chip, developed by Binary Semiconductor Co., is on the verge of mass production, marking the first domestically produced automotive-grade high-performance MCU chip with a fully localized supply chain [3][4]. - After three years of collaboration among 44 organizations, a self-sufficient domestic automotive-grade chip industry chain has been established in Wuhan, creating a closed-loop ecosystem [4][16]. - The DF30 chip is entering its third trial production phase and is expected to officially launch next year after passing automotive-grade verification [4][16]. Group 2: Market Context and Challenges - Currently, about 90% of automotive chips have been replaced with domestic alternatives, but the remaining 10% consists of challenging automotive-grade MCUs and specialized chips [5][16]. - Each vehicle typically requires 70 to 150 MCU chips, which must meet stringent standards for stability, high-temperature resistance, and anti-interference [5][10]. - The collaboration between Dongfeng Motor Group and China Information Communication Technology Group aims to tackle the challenges of developing automotive-grade chips, focusing on safety and reliability [5][12]. Group 3: Collaborative Efforts - The partnership between Dongfeng and Binary Semiconductor emphasizes a unique approach where the automotive company leads the requirements definition, ensuring the chip meets real-world needs [7][11]. - The team has grown to over 170 members, with a significant portion being research and development personnel, reflecting the increasing strength of the development team [9][16]. - A new mechanism of "demand-driven development" has been established, allowing for iterative collaboration between automotive needs and chip design [10][11]. Group 4: Ecosystem Building - The establishment of a comprehensive automotive-grade chip ecosystem involved extensive networking and collaboration among various stakeholders, including design, manufacturing, and testing entities [12][15]. - The initiative led to the formation of the Hubei Automotive-grade Chip Industry Technology Innovation Alliance, which has expanded to 44 members, covering the entire process from design to application [15][16]. - The successful testing of the DF30 chip in extreme conditions signifies its readiness for large-scale application, marking a significant milestone in the domestic automotive chip industry [16][17].

中国新能源汽车市场走势 中国新能源汽车市场，2025年3月销售123.7万辆，环比增长38.7%，同比增长40.2%，渗透率达到 42.4%，渗透率维持较高水平。其中新能源乘用车销售115.8万辆，环比增长37.3%；新能源商用车 本文全文共 2217 字，阅读全文约需 7 分钟 点 击 蓝 字 关 注 我 们 销售7.9万辆，环比增长63.0%，同比增长56.3% 。 目前自主品牌在高端/中端/低端市场同时发力。10万元以下已经成为新产品的一大重要门槛，此前零 跑B10预售价在十万以上，随着新车正式上市，定价也划在了9.98万起。比亚迪唐L/汉L将大马力/兆 瓦闪充技术直接下放。多款大型新能源SUV也在陆续上市，同时关税政策也导致部分合资豪华车进 口受阻，未来高端汽车市场格局也将发生重大变化 。 中国新能源汽车市场结构 2025年3月，新能源轿车占比43.9%，比去年同期下滑3.1个百分点。新能源SUV份额达到45.1%，份 额较同期增长1.2个百分点。2025年3月，本期各车型同比继续增长。乘用车部分，节后多款新车上 市，同时置换补贴已于年初发布，各家企业也纷纷推出一口价政策。推动销量持续增长。商用车部 ...

Group 1: US-China Trade Policy Adjustments - The US Customs and Border Protection announced adjustments to the "reciprocal tariff" framework, imposing a 125% tariff on certain Chinese imports, including smartphones and electronic components [2] - The new regulations allow products classified under the US Harmonized Tariff Schedule to apply for exemption, with importers required to correct declarations within 10 days of release [2] - The Chinese Ministry of Commerce responded, indicating that this adjustment is a minor step towards correcting unilateral measures and urged the US to fully eliminate erroneous practices [2] Group 2: Apple Supply Chain Clarification - Supply chain manufacturers clarified that rumors regarding the shutdown of production lines for assembling iPhone models in China are false, and operations are continuing normally [3] - The speculation about production line status was linked to potential adjustments in US tariff policies, but no comments have been made by the US International Trade Commission or the White House [3] Group 3: EU-China Electric Vehicle Negotiations - The Chinese Ministry of Commerce disclosed that negotiations have commenced between China and the EU regarding electric vehicle trade issues [4] - A consensus was reached to initiate discussions on price commitments to address the EU's imposition of anti-subsidy tariffs on Chinese electric vehicles [4] - The EU plans to impose tariffs of up to 35.3% on Chinese electric vehicles starting October 2024, making these negotiations crucial for mitigating trade tensions [4] Group 4: GAC's Automotive Chip Development - GAC Group launched 12 self-developed automotive-grade chips, covering areas such as power management and safety systems for smart vehicles [5] - The C01 chip is noted as the first domestic 16-core multi-domain integrated processor supporting L3-level autonomous driving [5] - GAC initiated a collaborative plan for automotive chip applications, partnering with companies like ZTE Microelectronics to enhance industry chain cooperation [5] Group 5: Meizu's Expansion into the Middle East - Meizu announced its entry into the Middle Eastern market, launching the Meizu 21 smartphone series and other smart products [6] - The new smart glasses feature real-time Arabic translation and support for 14 languages, expanding the company's product reach [6] - Meizu aims to leverage its "Flyme all-ecosystem overseas strategy" to strengthen its presence in the Middle East while collaborating with Geely on smart cockpit systems [6] Group 6: Meituan's Non-Food Order Growth - Meituan's non-food category daily order volume has surpassed 18 million, with plans to launch an independent instant retail brand [7] - The flash purchase service will be upgraded to a primary entry point, integrating various categories to enhance delivery capabilities [7] - Meituan's flash purchase service is projected to reach an average of 10 million daily orders in 2024, with a year-on-year growth of 23% in Q1 2025 [7]

在全球汽车产业加速向电动化、智能化转型的浪潮中，汽车芯片作为汽车的"大脑" 和 "神经中枢"，其重要性不言而喻。近年来，一个显著的趋势是汽车 芯片制造产业正逐步流向中国。这一现象背后，是中国电动汽车产业的蓬勃发展、庞大的市场需求，以及全球芯片企业对中国市场的高度重视与战略布 局。 01中国电动汽车产业：崛起的全球力量 中国电动汽车产业的崛起堪称全球汽车行业的一大奇迹。 中国汽车工业协会数据显示，自 2021 年起，我国新能源汽车便呈现出迅猛发展的态势，年产销增速连续 4 年超过 30%。2024 年，新能源汽车年产销更是 首次突破 1000 万辆大关，产量达 1288.8 万辆，销量达 1286.6 万辆，同比分别增长 34.4% 和 35.5%。新能源新车在汽车新车总销量中的占比达到 40.9%， 较 2023 年提高了 9.3 个百分点。在乘用车市场，新能源新车销量占比已连续 6 个月超过 50%。 02汽车芯片需求暴增 庞大的电动汽车市场规模，对汽车芯片产生了巨大的需求。而且，电动汽车相比传统汽车，对芯片的需求量呈爆发式增长。特别是随着智驾平民化趋势的 推进，单车芯片使用量进一步增加。 据相关数据测算， ...

Core Viewpoint - The article discusses the evolving landscape of the intelligent driving (智驾) industry, highlighting the shift in market dynamics and the competitive strategies of various companies, particularly focusing on the impact of BYD's recent initiatives on the mid-range intelligent driving chip market [3][12][24]. Group 1: Market Dynamics - The intelligent driving industry is witnessing a significant shift, with BYD's announcement of standardizing high-level intelligent driving across its models, which is expected to raise the baseline for intelligent driving features in the market [9][12]. - The demand for mid-range intelligent driving chips is projected to surge from tens of thousands to millions due to the competitive landscape created by BYD and other domestic brands [12][24]. - The market for low-computing (under 10T AI computing) intelligent driving chips exceeded 10 million units last year, while high-end chips like OrinX and Ascend 610 sold around 2.6 million units [5][6]. Group 2: Competitive Strategies - Companies are adopting a "barbell strategy" in intelligent driving chip selection, focusing on either low-cost entry-level chips for basic safety features or high-end chips for advanced functionalities, leaving mid-range chips in a precarious position [6][7]. - The competition among chip manufacturers is intensifying, with major players like NVIDIA, Huawei, and domestic firms like Horizon and Qualcomm vying for market share in the mid-range segment [14][15][20]. - The article notes that the competitive logic for mid-range chips differs from high-end chips, with a greater emphasis on cost-effectiveness and performance [14][15]. Group 3: Industry Challenges - The article highlights the challenges faced by Mobileye, which has lost its dominant position in the intelligent driving chip market due to increased competition and the rise of local players [24][25]. - The shift towards "全民智驾" (universal intelligent driving) is prompting car manufacturers to demand high-end driving experiences at mid-range prices, creating pressure on chip suppliers to innovate and reduce costs [27][30]. - The article suggests that NVIDIA's current strategy may be overly confident, as it faces competition from newer, more cost-effective solutions from other manufacturers [30][31].

Core Viewpoint - The global electric vehicle industry is rapidly developing, with a significant increase in the demand for automotive chips driven by the "new four modernizations" (electrification, intelligence, connectivity, and sharing) [1] Group 1: Industry Trends - The number of chips required for traditional fuel vehicles is 600-700, while electric vehicles require about 1600 chips, and advanced smart vehicles may need up to 3000 chips [1] - By 2030, automotive electronics are expected to account for 50% of the total cost of vehicles, with global annual demand for automotive chips projected to exceed 160 billion [1] Group 2: Company Developments - Guoxin Technology celebrated a dual milestone with the relocation to a new headquarters and the mass production of automotive electronic DSP chips on March 21, 2025 [2] - The new headquarters signifies a leap in R&D hardware conditions, supporting the expansion of 12 product lines [4] Group 3: Product Innovations - Guoxin Technology has developed a series of automotive electronic DSP chips, including CCD5001, CCD4001, and CCD3001, achieving significant results in the high-end audio processing field [5] - The CCD5001 chip features a HIFI5 DSP core with a single-core computing power of 6.4 GFLOPS, outperforming comparable products in audio processing [5][8] Group 4: Strategic Collaborations - Guoxin Technology has signed strategic cooperation agreements with Suzhou Longqing Vision Integrated Circuit Co., Ltd. and Bertak Automotive Electronics, aiming for deep collaboration in their respective fields [9] - The company has established partnerships with leading industry players to create a complete and closed-loop DSP algorithm ecosystem, enhancing domestic automotive acoustic industry collaboration [9] Group 5: Future Outlook - Guoxin Technology aims to strengthen its competitive edge through technological innovation, ecosystem building, and supply chain optimization, transitioning from "usable" to "highly usable" domestic chips [11] - The company is committed to building a "chip + algorithm + system" full-stack solution to support the transformation of the domestic automotive industry [26]