格隆汇8月27日丨鸿泉物联(688288.SH)公布半年度报告，2025年上半年，公司实现营业收入3.34亿元， 同比增长37.21%，归属于上市公司股东的净利润为3,344.01万元，较上年同期扭亏为盈；其中，在公司 主要销售的终端产品中，智能网联产品收入1.80亿元，同比增长15.37%；智能座舱产品收入6,332.55万 元，同比增长156.93%；控制器产品收入4,461.16万元，同比增长63.94%；此外软件平台开发业务也实 现了较快的增长。 ...

（文章来源：证券日报） 证券日报网讯 8月25日晚间，万集科技发布公告称，公司及下属公司武汉万集光电技术有限公司、苏州 万集车联网技术有限公司获得国家知识产权局颁发的10项发明专利证书，涉及智能网联、ETC、激光等 多个技术方向。 ...

8月21日，四维图新（002405）（002405.SZ）发布2025年半年度报告，报告期内，公司实现了营收 17.61亿元，同比增长5.62%。2025年上半年，凭借卓越的产品服务质量和技术能力，四维图新在多业务 领域成效显著。智云业务上，其凭借技术积累深度参与多地智能网联项目，与天安智联合作推进无锡试 点。智驾业务围绕三大核心方向进展颇丰，推出AI新基建服务架构，获订单并服务头部车厂。智舱业 务实现技术与市场双线双重突破，新增大量量产定点，发布全新解决方案。智芯业务稳健发展，形成双 轮驱动产品矩阵并推进战略升级。 持续聚焦技术深耕与场景拓展 智云收入同比增24.42% 2025年上半年，随着"车路云一体化"发展进程加速，在首批应用试点城市名单公布后，四维图新敏锐把 握市场机遇，持续加大在该领域的投入与布局，积极抢占新兴赛道先机。凭借二十余年的地图数据积累 及云端一体化服务能力，四维图新已深度参与多个"车路云一体化"试点城市及车联网先导区等智能网联 项目建设，为这些项目提供高精度地图、系统集成等核心服务。 报告期内，四维图新智芯业务也延续稳健发展态势，收入录得2.59亿元，同比增长2.48%。在行业竞争 越 ...

赛目科技(02571)发布公告，公司于2025年8月7日与通标标准技术服务(上海)有限公司(通标)签订战略合 作协议。据此，双方将本着优势互补、协同创新、合作共赢的原则，建立长期稳定的战略合作关系。合 作期限为自签署日起3年。 根据战略合作协议，双方的合作内容包括但不限于：支持中国汽车企业出海、联合提供海外法规合规咨 询服务、推动海外与国内实验室资源互认与协同服务、共同推进功能安全(FuSa)及预期功能安全 (SOTIF)与安全验证体系建设、对重大项目展开专项合作。 公告称，签订战略合作协议有利于整合公司的智能网联仿真测试工具链与通标的国际认证资源，为车企 客户提供测试及认证一站式服务，共同解决中国车企出海面临的法规壁垒，抢占智能汽车全球化市场先 机。 ...

Core Viewpoint - The company does not currently hold any autonomous driving licenses but is actively engaged in the intelligent connected vehicle sector and has signed cooperation agreements with leading domestic autonomous driving companies [2]. Group 1: Company Status - The company has not directly obtained any autonomous driving-related licenses as of now [2]. - The company is focusing on the intelligent connected vehicle field and is collaborating with top autonomous driving firms [2]. Group 2: Technological Innovations - The company provides Robotaxi connectivity solutions that can support high-quality network services necessary for domestic and global operations [2]. - Innovations in areas such as 5G dual cards, link aggregation, and private networks are being pursued to enhance the safety, user experience, and operational efficiency of Robotaxi services [2].

Group 1 - The establishment of Zhongqi Institute Intelligent Connected Technology (Chengdu) Co., Ltd. has been reported, with a registered capital of 30 million yuan [1] - The company is co-owned by China Automotive Research and Chengdu Intelligent Connected Vehicle Technology Development Co., Ltd. [1] - The business scope includes technology services, technical consulting, software development, data processing services, and various leasing services [1] Group 2 - The company is involved in both general and licensed projects, including internet news information services and construction engineering supervision [1] - The company aims to engage in activities such as market research, advertising services, and sports event organization [1] - The operational activities will be conducted in accordance with the relevant approvals and licenses required by regulatory authorities [1]

Group 1 - As of the end of 2024, Shenzhen has 42 unicorn companies with a total valuation of $159.9 billion, with 4 super unicorns contributing 56% of this valuation [1][2] - Shenzhen leads the nation with 13 newly recognized unicorn companies, showcasing its strength in nurturing innovative enterprises [1][2] - The unicorn companies in Shenzhen are primarily concentrated in "hard technology" sectors, with 66.7% of them operating in cutting-edge technology fields [1] Group 2 - The newly recognized unicorn companies include notable names such as Honor (smart hardware), Yuanxiang XVERSE (VR/AR), and Laplace (clean energy), with Laplace being a newly listed company in the same year [2] - Shenzhen's government emphasizes the importance of supporting unicorn companies, having introduced a comprehensive action plan for 2025-2027 to foster their development [2] - The city aims to enhance its innovation ecosystem by optimizing policies, capital, and talent to become a globally influential hub for unicorn companies [2]

Core Insights - The report highlights Shenzhen's dominance in the growth of unicorn companies, with 42 unicorns and a total valuation of $159.9 billion, making it the city with the highest number of new unicorns in China [2][4] Group 1: Unicorn Growth in Shenzhen - In 2024, Shenzhen added 13 new unicorns, accounting for 25% of the national total, while the overall number of new unicorns in China decreased by 10 [2] - Shenzhen's unicorns have an average valuation of $3.71 billion, with a total valuation of $159.9 billion [2] - The city is the only one among "Beijing, Shanghai, Shenzhen, Guangzhou, and Hangzhou" to see an increase in unicorn numbers [2] Group 2: Characteristics of Shenzhen Unicorns - Shenzhen's unicorns are heavily concentrated in "hard technology" sectors, with 66.7% of them in advanced technology fields such as integrated circuits and robotics [4] - The average number of authorized invention patents per unicorn in Shenzhen is 141, significantly higher than Beijing and Shanghai [4] - Over 80% of Shenzhen's unicorns are global companies, expanding through overseas factories and marketing networks [4] Group 3: Regional Distribution - Nanshan District leads with 20 unicorns, accounting for 48% of the total, followed by Bao'an District with 7 [5] - Nanshan's unicorns contribute a valuation of over $70 billion, representing 45% of the total valuation [5] - The presence of two super unicorns, Honor and Huolala, significantly boosts the valuation in the Futian District, which has a total valuation of over $49 billion [5]

Group 1 - The core viewpoint of the articles highlights Hangzhou's significant progress in establishing a standard system for open economic development, focusing on international standard formulation, talent cultivation, and international cooperation [1][2][3] - Hangzhou has accelerated its open economy, with standard system openness becoming a key driver, particularly in five major industrial ecosystems: intelligent networking, biomedicine, high-end equipment, new materials, and green energy [1] - A total of 5,641 enterprises in Hangzhou have participated in benchmarking, leading among 186 pilot cities in China, with over half of the 1,928 national standards developed or participated in by the city adopting international standards [1] Group 2 - In the area of international standard discourse, Hangzhou focuses on four key sectors: integrated circuits, robotics, digital security, and network communication, aiming to build an industrial chain standard system [2] - Hangzhou has led or participated in the formulation of 149 international standards, 1,185 national standards, and 2,552 industry standards, with significant achievements in the field of intelligent manufacturing recognized internationally [2] - The city has introduced the "Chief Standardization Officer" system to enhance enterprise standardization levels, with 317 registered international standard experts and five recipients of the IEC 1906 Award, ranking high among sub-provincial cities in China [2] Group 3 - As a pilot for standardization innovation in Zhejiang Province, the High-tech Zone (Binjiang) has pioneered standard innovation paths, implementing action plans and integrated service reforms to address challenges in standard formulation [3] - The district has led or participated in the development of 65 international standards, 465 national standards, and 401 industry standards, establishing itself as a testing ground for standard innovation in Hangzhou [3]

Core Viewpoint - The article discusses the advancements and trends in the intelligent connected vehicle industry, highlighting key players and their roles in driving innovation and investment in this sector. Group 1: Key Players and Their Roles - Bai Hongwei, Managing Director at PwC Capital, emphasizes the importance of investment in intelligent driving technologies [2] - Chen Xin, Deputy Director of the Intelligent Connected Center at BAIC Research Institute, discusses the integration of smart technologies in automotive development [2] - Gao Song, Deputy General Manager of the National Intelligent Connected Vehicle Innovation Center, focuses on data and intelligence in vehicle innovation [4] Group 2: Investment Trends - He Feng, General Manager of Saimo Technology, highlights the growing interest in investment opportunities within the smart vehicle sector [5] - Wang Xin, Partner at Dongfang Fuhai, notes the increasing capital flow into intelligent driving startups [15] - Qu Tianyu, Managing Director at Kailian Capital, discusses the strategic investments being made in the intelligent vehicle ecosystem [19] Group 3: Industry Challenges and Opportunities - Liu Jingkun, Executive Dean at Touzhong Information, points out the challenges faced by companies in scaling their smart vehicle technologies [8] - Zheng Yichen, CTO of Xingyun Interconnect, addresses the technological hurdles that need to be overcome for widespread adoption [23] - Wang Shaopeng, Investment Director at BAIC Investment, discusses the potential for collaboration among industry players to enhance innovation [14]