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中金:吉利汽车新车款提振盈利能力 维持“跑赢行业”评级
Zhi Tong Cai Jing· 2025-11-19 01:21
中金发布研报称,由于吉利汽车(00175)新车周期较强,且银河M9、领克900等新车爬坡提振盈利能 力,分别上调吉利今明两年净利润4.5%、11.9%至169亿、197亿元人民币;维持"跑赢行业"评级和目标价 26港元,分别对应2025年14.2倍市盈率和2026年12.1倍市盈率,较当前股价有51.2%的上行空间。 吉利汽车公告今年首三季度收入同比增长43%至2,395亿元人民币;归母净利润131亿元人民币,同比持 平。今年第三季度营业收入同比增长48%至892亿元人民币;归母净利润同比增长56%至38.2亿元人民 币,业绩符合该行预期。 ...
X @Tesla Owners Silicon Valley
Tesla Owners Silicon Valley· 2025-11-19 01:08
RT Xcelerate Auto (@xcelerateauto)EVs don’t break until they do. https://t.co/E7PFcLdeNg ...
X @Tesla Owners Silicon Valley
Tesla Owners Silicon Valley· 2025-11-19 00:57
RT Tesla Owners Silicon Valley (@teslaownersSV)https://t.co/406ing5o5y ...
通达动力(002576.SZ):目前与包括比亚迪在内的头部车企保持稳定合作
Ge Long Hui· 2025-11-19 00:50
格隆汇11月19日丨通达动力(002576.SZ)在投资者互动平台表示,目前公司与包括比亚迪在内的头部车 企保持稳定合作,公司将持续通过提升产品竞争力、优化供应链协同等方式,推动业务高质量发展。 ...
端到端和VLA的岗位,薪资高的离谱......
自动驾驶之心· 2025-11-19 00:03
柱哥这两周收到了很多家公司的咨询,问我们有没有端到端和VLA的技术人才引荐。有三家是主机厂,另外几家是供应商。这块的需求现在真的是很 大,某招聘网站上的3-5年专家岗已经高达70k月薪... 但端到端和VLA涉及的技术栈十分丰富。很多研究生的同学和转行的工业界小伙伴在刚开始接触时,往往会遇到很多问题。从模块化的量产算法发展到 端到端,再到如今的VLA。核心算法涉及BEV感知、视觉语言模型VLM、扩散模型、强化学习、世界模型等等。通过学习端到端与VLA自动驾驶,可以 掌握学术界和工业界最前沿的技术方向。 很多同学的咨询如何快速高效的入门端到端和VLA。所以我们联合了 工业界 和 学术界 的大佬开展了 《端到端与VLA自动驾驶小班课》 和 《自动驾驶 VLA和大模型实战课程》 ! 扫码报名!优惠名额仅剩5个 扫码报名!抢占课程名额 课程大纲 自动驾驶VLA与大模型实战课程 由学术界大佬带队! 这门课程聚焦在VLA领域,从VLM作为自动驾驶解释器开始,到模块化VLA、一体化VLA,再到当前主流的推理增强VLA。三大 自动驾驶VLA领域全面梳理, 非常适合刚接触大模型、VLA的同学。 课程也配套了详细的理论基础梳理, ...
AI Day直播 | WorldSplat:用于自动驾驶的高斯中心前馈4D场景生成
自动驾驶之心· 2025-11-19 00:03
点击下方 卡片 ,关注" 自动驾驶之心 "公众号 戳我-> 领取 自动驾驶近30个 方向 学习 路线 >>直播和内容获取转到 → 自动驾驶之心知识星球 点击按钮预约直播 与之相对,近期的 3D/4D 重建类方法虽大幅改进了真实驾驶场景的新视角合成效果,却本质上缺乏生成能力。为破解场 景生成与重建之间的这一困境,南开大学等研究团队提出了 WorldSplat—— 一 种全新的前馈式 4D 驾驶场景生成框架 。 该方法通过两个关键步骤,高效生成具备一致性的多轨迹视频:(1) 引入融合多模态信息的 4D 感知潜在扩散模型,以 前馈方式生成像素对齐的 4D 高斯分布 ;(2) 利用增强型视频扩散模型,对基于这些高斯分布渲染出的新视角视频进行 优化。 在基准数据集上开展的大量实验表明,WorldSplat 能够有效生成高保真、时空一致的多轨迹新视角驾驶视频。 本次自动驾驶之心为大家邀请到WorldSplat 第一作者 南开大学博士生朱子悦 为大家详细分析本篇工作。 论文标题 : WorldSplat: Gaussian-Centric Feed-Forward 4D Scene Generation for Auton ...
Jeep reveals Wrangler-inspired Recon EV, starting at $65,000
CNBC· 2025-11-19 00:00
Core Insights - Jeep has officially revealed its new all-electric SUV, the 2026 Jeep Recon, with a starting price of $65,000, marking a significant step in the brand's electrification strategy [1][2]. Product Details - The 2026 Jeep Recon features classic Jeep design elements such as removable doors and an open-air roof, while also promising enhanced off-road capabilities through electric power [2]. - The vehicle is equipped with electric motors that produce 650 horsepower and 620 foot-pounds of torque, offering performance comparable to some V-6 and V-8 sports cars, but with a range of up to 250 miles on a single charge [5][6]. Market Context - The Recon is part of Jeep's turnaround plan following years of declining sales, with the brand having experienced a 40% drop in sales since reaching a peak of over 973,000 SUVs sold in 2018 [3][10]. - The introduction of the Recon comes amid a broader market decline in EV sales, influenced by the expiration of federal incentives for electric vehicle purchases [7][8]. Strategic Positioning - Jeep's parent company, Stellantis, is reducing investments in EVs due to changing market conditions, which may impact the sales of the Recon [7]. - The Recon is positioned as a key product in Jeep's electric portfolio, alongside the sportier Wagoneer S, as the brand aims to stabilize and grow its market presence [8][9]. Sales Performance - Jeep's sales through the third quarter of the current year have seen a slight increase of less than 0.5% compared to the previous year, but the brand's U.S. market share has declined from 5.4% in 2019 to 3.7% since 2024 [10][11].
Pony.ai Announces Gen-4 Autonomous Truck Lineup, Set for Mass Production and Deployment in 2026
Prnewswire· 2025-11-19 00:00
Core Insights - Pony.ai has announced its fourth-generation (Gen-4) autonomous truck lineup, developed in collaboration with manufacturing partners like SANY Truck [1] Technology and Design - The Gen-4 autonomous trucks will utilize 100% automotive-grade components, reducing the bill-of-materials (BOM) cost per vehicle by approximately 70% compared to the previous generation [2] - The trucks are designed for a service life of 20,000 hours, supporting up to 1 million kilometers of freight operation [2] - The first two models will be built on battery-electric vehicle platforms, with mass production planned for a thousand-unit scale and initial fleet deployment expected in 2026 [3] Safety and Reliability - The Gen-4 trucks will feature a fully redundant design and safety standards from Pony.ai's latest generation Robotaxi, enhancing safety and reliability in autonomous freight transport [4] - Equipped with a fully redundant drive-by-wire chassis, the trucks will have comprehensive redundancy across six key systems: steering, braking, communication, power supply, computing, and sensors [4] - Rigorous testing will include electromagnetic compatibility, reliability, high-temperature, and extreme-cold tests to ensure safe operation under various conditions [4] Market Impact - China, being the largest long-haul trucking market, is accelerating its transition toward intelligent logistics, with the Gen-4 trucks expected to lower costs and increase efficiency in freight logistics [5] - The "1+4" platooning solution is projected to reduce freight cost per kilometer by 29% and increase profit margin by 195% compared to traditional freight [5] - The Gen-4 trucks are expected to reduce per-vehicle carbon emissions by about 60 tons annually, setting new industry benchmarks in safety, efficiency, and sustainability [5] Company Progress - Since entering the autonomous truck market in 2018, Pony.ai has expanded its fleet to around 200 trucks and accumulated over 1 billion ton-kilometers of freight transport [6] - The company has secured the first or among the first autonomous truck road test permits and freight transport operation licenses in multiple regions across China [6]
X @Bloomberg
Bloomberg· 2025-11-18 23:50
Volkswagen is slashing costs of developing electric vehicles in India by a third and scouting for a local partner to help boost its tiny market share, according to people familiar with the matter https://t.co/Nd8LWczcTW ...
新华财经早报:11月19日
Zhong Guo Jin Rong Xin Xi Wang· 2025-11-18 23:49
Group 1 - The Ministry of Commerce criticized the recent changes by the U.S. regarding patent invalidation rules under the guise of "national security," stating it violates international intellectual property obligations and discriminates against Chinese enterprises [1][1] - The Industrial and Information Technology Ministry issued guidelines for high-standard digital park construction, aiming to establish around 200 digital parks by 2027, achieving full coverage of digital transformation for industrial enterprises [1][1] - The People's Bank of China and 12 departments released a plan to boost consumption in Beijing, emphasizing financial support for automobile purchases, especially for new energy vehicles, and encouraging tech companies to raise funds through the bond market [1][1] Group 2 - Hainan Free Trade Port is set to enter a 30-day countdown for full closure operations, with preparations nearly complete [1][1] - The China-Europe Railway Express development report indicated that by October 2025, the service will have operated 118,600 trains, transporting 11.7 million TEUs to 232 cities across 26 European countries [1][1] - The State Grid and Southern Power Grid announced the approval of three interconnection projects, which will enhance power transmission capacity to 9 million kilowatts by 2027 [1][1] Group 3 - Xiaomi Group reported third-quarter revenue of 113.12 billion yuan, a year-on-year increase of 22.3%, with adjusted net profit reaching a record high of 11.3 billion yuan, up 80.9% [1][1] - Baidu's third-quarter revenue reached 31.2 billion yuan, with core revenue at 24.7 billion yuan, and AI business revenue grew over 50% [2][2] - The China Construction Bank opened a RMB clearing bank in Turkey, marking the start of RMB clearing services and facilitating trade and investment between the two countries [2][2]