| 2025年11月26日星期三 | NO.1 上海集度汽车启动预重整程序 11月25日，极越公众号发布上海集度汽车有限公司关于启动预重整程序的公告。公告称，上海集度汽车 有限公司（品牌：极越汽车）于日前向上海市第三中级人民法院提交预重整申请，该申请已于11月21日 获正式受理。上海市第三中级人民法院同步指定北京市中伦（上海）律师事务所担任临时管理人，依法 推进后续预重整相关工作。公司启动预重整程序，旨在引入新的战略投资人盘活现有资产与资源，维护 资产价值，并保障用户售后权益。 点评：极越汽车申请预重整，显示出其在融资和运营方面的新进展。此事件或将引发对整个新能源汽车 行业及相关企业的审视，促使投资者关注行业可持续发展与公司治理结构的稳健性。 NO.2 金杯汽车与京东签署合作协议 11月24日晚间，金杯汽车发布公告称与京东签署《合作框架协议》，双方将在售后服务、整车营销、供 应链协同等多方面展开合作。金杯汽车借此成为京东汽车大客户业务供应商，还将入驻京东商城拓展线 上销售渠道。 点评：金杯汽车与京东签署的合作协议，将深化双方在售后服务、整车营销及供应链协同方面的合作， 有利于金杯突破传统的获客模式，拓宽其销售 ...

Core Insights - RoboSense has partnered with Didi Autonomous Driving to develop a next-generation Robotaxi model, utilizing its advanced digital lidar solutions for comprehensive perception capabilities [1][2] Group 1: Partnership and Collaboration - RoboSense will provide Didi Autonomous Driving with its EM4 and E1 lidar systems, enabling "long-distance precise identification + near-field blind spot elimination" for the Robotaxi [1] - The collaboration aims to enhance the safety and efficiency of autonomous driving through advanced perception technology [1] Group 2: Technology and Product Features - The EM4 lidar is noted for having the highest production line count and strongest ranging capability in the industry, allowing for accurate detection of distant small obstacles [2] - The E1 lidar features a 120°×90° ultra-wide field of view, effectively eliminating near-field blind spots, making it the preferred solution for Robotaxi applications [2] Group 3: Market Position and Clientele - RoboSense has established partnerships with over 90% of leading Level 4 (L4) autonomous vehicle companies globally, indicating a strong market presence [2] - The EM4 and E1 systems have been selected by multiple top-tier Robotaxi clients in North America and China, with plans to expand their operational fleets by the end of the year [2]

Core Viewpoint - SUTENG JUCHUANG (02498) has seen a stock price increase of over 5%, currently trading at 32.42 HKD, with a transaction volume of 99.86 million HKD, following the announcement of a partnership with Didi Autonomous Driving for a new generation of Robotaxi models [1] Group 1: Partnership Details - SUTENG JUCHUANG and Didi Autonomous Driving have established a targeted collaboration for the next-generation Robotaxi models [1] - The partnership will utilize SUTENG JUCHUANG's unique mass-producible ultra-high line count digital main lidar EM4 and all-solid-state blind spot compensation digital lidar E1 to provide a digital lidar perception solution for Didi's Robotaxi [1] - The collaboration features a combination of 10 digital lidars on a single vehicle, aiming to create a new benchmark model for autonomous driving with comprehensive operational capabilities in all weather and time conditions [1]

Core Viewpoint - Sutech JuChuang (02498) has seen a stock price increase of over 5%, currently trading at 32.42 HKD, following the announcement of a partnership with Didi Autonomous Driving for a new generation of Robotaxi models [1] Group 1: Company Developments - Sutech JuChuang has announced a strategic partnership with Didi Autonomous Driving to develop a new generation of Robotaxi vehicles [1] - The company will provide its unique mass-producible ultra-high line count digital main lidar EM4 and all-solid-state blind spot digital lidar E1 for Didi's Robotaxi models [1] - The collaboration aims to achieve comprehensive perception capabilities through a combination of 10 digital laser radars on a single vehicle, enhancing both long-range precision recognition and near-range blind spot elimination [1] Group 2: Industry Impact - The partnership is expected to set a new benchmark for autonomous driving vehicles, focusing on all-time, all-weather operational capabilities [1]

Group 1 - Xiaomi Group's founder and CEO Lei Jun invested over 100 million HKD to increase his stake in the company to 23.26% by acquiring 2.6 million shares [2] - Xiaomi Group repurchased 21.5 million shares on November 20 and 21, with a total expenditure exceeding 800 million HKD [2] Group 2 - Hema's budget community supermarket, Super Box, has officially opened its franchise application channel, with the first batch of cities including Shanghai, Hangzhou, Jiaxing, and Huzhou [3] - The franchise fee for Super Box is set at 50,000 RMB per year, excluding store renovation, equipment, and deposit costs [3] Group 3 - Alibaba's AI assistant Qianwen App achieved over 10 million downloads within a week of its public testing, making it the fastest-growing AI application [4] - The app reached the top three in the Apple App Store free overall rankings just three days after its launch [4] Group 4 - Didi Autonomous Driving and RoboSense have established a partnership for the next-generation Robotaxi model, with RoboSense providing digital lidar perception solutions [5] Group 5 - Doubao Input Method has officially launched, supporting both voice and keyboard input, with enhanced speech recognition and semantic understanding capabilities [6] - The input method supports multiple dialects, including Cantonese and Sichuan dialect, as well as English and mixed Chinese-English input [6]

Core Insights - RoboSense and Didi Autonomous Driving have announced a partnership for the next-generation Robotaxi model, focusing on advanced perception technology [1] Company Collaboration - RoboSense will provide digital lidar perception solutions for Didi's Robotaxi, ensuring comprehensive perception capabilities with "long-distance precise identification and near-range blind spot elimination" [1]