（来源：淘金ETF） 1. 海兰信（300065） 首都都市圈港口群协同发展与航运智能化升级，为企业注入强劲发展动力，京津冀三地港口联动提速带 来大量技术配套需求。公司主营航海电子信息系统、海洋工程装备及相关技术服务，核心覆盖船舶导 航、雷达监测、海洋环境探测等核心领域，技术实力在国内航海电子领域处于领先地位。随着都市 圈"八廊两环"交通廊道落地，天津港、唐山港等核心港口加快智能化改造，企业可凭借成熟技术方案， 为港口航运安全、运营效率提升提供关键支撑，同时其海洋环境监测技术契合渤海湾生态保护需求，叠 加区域航运基建投资扩容，后续订单与市场份额有望稳步提升，充分享受区域协同发展红利。 2. 京投发展（600683） 都市圈通勤圈、功能圈、产业协同圈三级联动建设，叠加跨区域轨道交通网络提速，为轨道物业开发带 来重大机遇，直接撬动沿线土地价值与配套需求释放。公司核心聚焦轨道交通物业开发，深耕轨道沿线 土地整理与综合运营，依托股东资源优势，打造成熟的"轨道+物业"开发模式，在减振降噪等轨道物业 核心技术上拥有多项专利，技术水平达国际先进标准。当前北京城市副中心、雄安新区等核心节点轨道 建设全面推进，公司在通州、大兴 ...

Core Insights - The CEO of the company, Cheng Peng, emphasized that AI is a significant driver of industry transformation, predicting a shift in production efficiency and relationships over the next decade [2][3] - The company announced a brand strategy upgrade to SEEWAY.AI, marking its evolution from a mapping company to a comprehensive automotive solutions provider [2][6] Company Strategy - The company aims to become a global, cost-effective, and intelligent solution provider, transitioning from "map makers" to "automotive experts" and now to "AI experts" [2][6] - An internal "efficiency revolution" has been initiated, with 100% pass rate for employee AI training and 30% of R&D code being AI-generated [3] Industry Trends - The automotive industry is expected to see a shift from "high-end options" to "standard features" in intelligent driving within three years, with costs for such features significantly reduced [4] - The company predicts that the next 3-5 years will see AI enter a phase of autonomous innovation, fundamentally changing production processes [3] Technological Advancements - The company has achieved significant milestones in intelligent driving solutions, with 5.85 million new intelligent driving solutions acquired in collaboration with partners, covering over 100 vehicle models [5] - The cost of intelligent driving features has dropped from 5000 yuan to around 1000 yuan due to technological innovations [4] Global Expansion - The company is positioned to support the globalization of Chinese automotive exports, particularly in the electric vehicle sector, which is expected to grow due to higher levels of intelligence and user-friendly features [5] - Data compliance is highlighted as crucial for global expansion, with the company providing data services across 160 countries [5] Product Development - The company has achieved significant production milestones in the chip sector, with both SoC and MCU chip shipments exceeding 100 million units [6] - The full-stack product matrix presented at the conference underscores the company's commitment to advancing in the intelligent automotive sector [6]