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汽车行业动态研究报告:奇瑞成功登录港交所主板,全球布局加速
Huaxin Securities· 2025-09-30 09:05
2025 年 09 月 30 日 相关研究 1、《汽车行业周报:十五五时期将 打造人形机器人等新兴支柱产业, 奇瑞与赛力斯赴港上市》2025-09- 28 行业相对表现 | 表现 | 1M | 3M | 12M | | --- | --- | --- | --- | | 汽车(申万) | 4.7 | 17.3 | 32.8 | | 沪深 300 | 2.7 | 17.4 | 15.0 | 市场表现 奇瑞成功登录港交所主板,全球布局加速 -20 -10 0 10 20 30 (%) 汽车 沪深300 推荐(维持) 投资要点 资料来源:Wind,华鑫证券研究 分析师:林子健 S1050523090001 linzj@cfsc.com.cn 2、《汽车行业周报:内外共振,看 好四季度机器人行情》2025-09-23 3、《汽车行业周报:马斯克再次强 调 OptimusGen3 重要性,重视 Q4 机 器人板块的投资机会》2025-09-15 ▌ 成功登录港交所主板,全球布局加速 奇瑞汽车成立于 1997 年,是中国自主品牌乘用车出口的"22 连冠"龙头(2024 年全球销量 229.5 万辆)。9 月 25 日,奇 ...
华安鑫创获江汽集团汽车吸顶屏项目定点
WitsView睿智显示· 2025-09-30 07:27
Core Viewpoint - Huazhong Xinchuan has received project confirmation from Anhui Jianghuai Automobile Group, marking a significant step in the development and supply of ceiling screen display assemblies for vehicles, which is a key trend in the automotive smart cockpit upgrade [2]. Summary by Sections Company Developments - Huazhong Xinchuan has been confirmed as a supplier for a specific model's ceiling screen display assembly by Jianghuai Automobile Group, indicating its capability in the automotive display market [2]. - The company has established itself as a comprehensive service provider in the automotive smart cockpit sector, focusing on automotive electronics and display systems [2][5]. Market Trends - The ceiling screen display is becoming a core trend in automotive smart cockpits, transitioning from single central control displays to multi-scenario interactions, driven by increasing demand for rear-seat entertainment and cockpit experiences [2]. - The market for ceiling screens is rapidly expanding as they penetrate from high-end to mainstream vehicle models [2]. Product and Technology - Huazhong Xinchuan has received multiple project confirmations for various display systems, including those for HUD (Head-Up Display) applications, indicating a strong market presence and technological capability [5][6]. - The company is also involved in the low-altitude economy sector, having received a significant project confirmation for a multimedia display system for an eVTOL (electric Vertical Take-Off and Landing) aircraft, with plans for commercial operations by the end of 2026 [6].
千里科技,印奇的AI新阵地
Jing Ji Guan Cha Wang· 2025-09-29 13:24
Core Insights - Qianli Technology (千里科技) has launched its English brand name "AFARI" and logo, emphasizing its commitment to long-term investment in AI [2] - The company is transitioning from traditional manufacturing to intelligent driving, smart cockpits, and Robotaxi services [2][4] - The leadership team, including industry veterans, is focused on developing solutions from L2+ to L4 levels in intelligent driving [3][4] Company Strategy - Qianli Technology aims to build a unified operating system driven by large AI models, enhancing cross-terminal and cross-scenario services [4] - The company is collaborating with Geely to develop Robotaxi-specific vehicles, planning to deploy over 1,000 Robotaxis in more than 10 cities globally within 18 months [4][5] - Qianli Technology is also pursuing an A+H listing strategy to establish itself as an international AI technology platform [6] Financial Performance - In the first half of the year, Qianli Technology reported revenue of 4.184 billion yuan, a year-on-year increase of 40.04% [6] - The company is confident in achieving over 10 billion yuan in revenue for the year [6]
奔驰13亿砸向重庆AI明星,身体还德国,灵魂得中国
3 6 Ke· 2025-09-28 07:37
Core Viewpoint - Mercedes-Benz has invested 1.339 billion RMB in Qianli Technology, becoming its fifth-largest shareholder, marking a strategic move towards enhancing its presence in the Chinese smart driving sector [1][2][12]. Group 1: Investment Details - Qianli Technology announced that Chongqing Lifan Holdings transferred 135.63 million shares at a price of 9.87 RMB per share, which is a 25% discount from the previous closing price [2][3]. - After the transaction, Lifan's shareholding in Qianli will decrease from 13.68% to 10.68%, while Mercedes-Benz will hold a 3% stake [3][12]. - The investment is part of Mercedes-Benz's broader strategy to integrate Chinese technology into its operations, following a similar investment in Momenta [15][17]. Group 2: Company Background - Qianli Technology, previously known as Lifan Technology, has undergone significant transformation under the leadership of its new chairman, Yin Qi, who has a strong background in AI and technology [7][9]. - The company is planning to list H-shares on the Hong Kong Stock Exchange, with a board meeting held on September 12 to approve the proposal [11][12]. Group 3: Strategic Implications - The investment is seen as a further alignment between Mercedes-Benz and Geely, which has previously collaborated with Mercedes on various projects [12][14]. - Qianli Technology is expected to provide technical support for upcoming Mercedes models in China, particularly in the electric vehicle segment [13][14]. - The collaboration with Qianli and previous investments in Momenta indicate a shift towards utilizing Chinese technology for smart driving solutions in Mercedes-Benz vehicles [15][19].
智驾神器“托管”方向盘,是给公共安全“埋雷”
Xin Jing Bao· 2025-09-25 10:11
Core Insights - The automotive industry is facing challenges with the misuse of intelligent assisted driving systems, prompting companies to enhance Driver Monitoring Systems (DMS) to create multi-layered safety mechanisms [1][2] - Some vehicle owners are circumventing DMS monitoring using "smart driving aids," which poses significant risks to driving safety and can lead to severe accidents [1][2] Group 1: Industry Response - Automotive companies are upgrading DMS technologies focusing on visual recognition, multi-modal biometric recognition, and physical feedback to effectively monitor and intervene in driver behavior [1] - Regulatory bodies have mandated that car manufacturers clarify marketing claims, emphasizing that current intelligent driving systems do not equate to fully autonomous driving capabilities [1] Group 2: Risks and Challenges - The emergence of "smart driving aids" that allow drivers to evade DMS monitoring is creating a false sense of security, potentially leading to dangerous driving situations and legal violations [1][2] - There is a need for stricter regulations and enforcement against the sale of these "smart driving aids," as they violate safety standards and contribute to unsafe driving practices [2] Group 3: Education and Awareness - It is crucial to educate drivers about the limitations of L2-level intelligent driving systems, which require constant monitoring and readiness to take control [2] - The automotive industry must address the influence of sales personnel and misleading marketing that promote the safety of assisted driving features, contributing to the misuse of these technologies [2]
奔驰佟欧福:用“中国速度”实践“奔驰标准”
当传统豪华车巨头决心在中国市场追赶智能电动车的节奏,它的自我革新会以怎样的形态呈现?奔驰的 答案是:从最具品牌辨识度的CLA车型切入,在纯电版本上保留经典的三叉星徽格栅,却把智能驾驶系 统的关键一环,交给中国公司Momenta。 9月25日,梅赛德斯-奔驰与Momenta在联合宣布,基于Momenta飞轮大模型,双方联合研发的智能驾驶 辅助系统即将发布,并率先搭载于今秋上市的国产全新纯电CLA车型。同日,全新纯电CLA车型也开启 预售。 这不是一次简单的供应商采购。与直接采用现成方案不同,奔驰选择与Momenta共建团队、联合开发智 能辅助驾驶系统,该系统能够实现高速、城区以及泊车场景下,从车位到车位的智能辅助驾驶功能。 21世纪经济报道记者焦文娟 这一合作早有伏笔。早在2017年,奔驰成为首个投资Momenta的国际车企。本次即将上车的辅助驾驶系 统依据中国实际交通路况和驾驶场景开发,力求在安全、舒适与效率层面达到奔驰标准。Momenta CEO曹旭东评价,奔驰"标准之严、对细节要求之高、对速度要求之快,体现其在行业中的豪华标杆地 位"。奔驰介绍,未来这一系统还会拓展至更多奔驰车型。 奔驰的"中国速度"不止 ...
【快讯】每日快讯(2025年9月25日)
乘联分会· 2025-09-25 08:45
点 击 蓝 字 关 注 我 们 本文全文共 3539 字,阅读全文约需 12 分钟 国内新闻 1.商务部等8部门:开展智能网联汽车准入和上路通行试点 2.汽车门把手强制性国标征求意见稿发布 3.湖北:襄阳、十堰建设智能网联汽车示范区 目录 4.郑州将发放5.6亿元购车补贴 5.奇瑞汽车正式在港交所上市 6.奔驰、Momenta联合研发新一代智能辅助驾驶 7.智己登陆挪威与埃及市场 四季度交付新车 8.比亚迪加速欧洲布局:匈牙利工厂年底投产 国外新闻 1.美国正式公告:实施美欧贸易协议 征收欧盟汽车15%关税 2.欧洲汽车工业协会发布2025年上半年报告 3.Waymo将推出企业版自动驾驶出行服务 4.英国8月汽车产量同比下降18.2% 商用车 时间:2025.9.25 来源: 一财资讯 1. 江淮1卡800V超高压轻卡联调成功 2. 中通客车在北欧成功破冰 3. 厦门金龙再度入选《亚洲品牌500强》 4. 哈萨克斯坦首批比亚迪电动客车下线 国内新闻 1 商务部等8部门:开展智能网联汽车准入和上路通行试点 时间:2025.9.25 来源:财联社 9月24日,商务部等8部门联合印发《关于大力发展数字消费共创数字时 ...
Momenta飞轮大模型加持,奔驰智能辅助驾驶全面走向本土化
Guan Cha Zhe Wang· 2025-09-25 03:51
(文/观察者网 张家栋 编辑/高莘) 9月25日,梅赛德斯-奔驰与Momenta正式联合宣布,基于Momenta飞轮大模型,双方联合研发的智能驾 驶辅助系统即将发布,并率先搭载于即将在秋季上市的国产全新纯电CLA车型。 奔驰与Momenta的合作始于2017年,彼时奔驰成为首批在华投资辅助驾驶初创企业的外资车企之一。作 为海外车企在华进行本土化转变的代表,这一投资合作正在奔驰最新一代纯电产品上开花结果。 该智能辅助驾驶系统采用Momenta一段式端到端大模型技术,并基于中国实际交通路况和驾驶场景开 发,其所有训练数据采用中国本土数据,让系统更符合中国客户的需求。此外,双方在系统测试方面也 严格遵循"奔驰标准",实地路测与仿真测试相结合,历经研发、集成、产品、质量检验等多层级与部门 的交叉测试与验证,确保系统可靠性。 梅赛德斯-奔驰中国研发和采购负责人庄睦德(Drummond Jacoy)表示:"我们以'奔驰标准'持续加强自 研能力,并积极拓展与中国顶尖科技企业的深度合作,凭借Momenta在智能辅助驾驶领域的技术优势, 从全新CLA开始,我们将为客户带来安全好用、更智能的驾乘体验。" 本文系观察者网独家稿件, ...
奔驰携手Momenta打造新一代智能辅助驾驶,首车CLA今秋上市
梅赛德斯-奔驰是德系豪华的代表品牌,凭借严谨至微的工程师精神,以及在安全方面的永不妥协,树立了"奔驰标准"。奔驰与Momenta在全新一代智 能辅助驾驶系统的开发方面,所有训练数据采用中国本土数据,并引入大量经验丰富驾驶者素材,让系统更符合中国客户的需求;此外,双方在系统测试方 面也严格遵循"奔驰标准",实地路测与仿真测试相结合,历经研发、集成、产品、质量检验等多层级与部门的交叉测试与验证,确保系统可靠性。除了在全 国各大城市的高流量路段、复杂环境和特殊场景中进行百余台车大量道路实测;还通过先进仿真测试设备,开展7×24小时不间断、亿公里级别仿真测试, 通过真实世界回流的各种极端特殊场景如大雾、暴雨等极端天气及突发复杂路况等,全方位验证系统性能。 9月25日,梅赛德斯-奔驰与Momenta正式联合宣布,基于Momenta飞轮大模型,双方联合研发的智能驾驶辅助系统即将发布,并率先搭载于今 秋上市的国产全新纯电CLA车型。该系统具备强大的智能辅助驾驶能力,将实现高速、城区以及泊车场景下,从车位到车位的智能辅助驾驶功能。 未来,这一系统还会拓展至更多梅赛德斯-奔驰车型,持续支持梅赛德斯-奔驰智能辅助驾驶的布局。 M ...
车辆辅助驾驶可以“托管”方向盘? 智能辅助驾驶滥用调查
Xin Hua Wang· 2025-09-24 23:55
调查动机 近日,一辆私家车在通过江苏南京某收费站岗亭时停住不动,交警上前查看,发现驾驶员竟在车内睡着 了。经询问,该驾驶员因过度疲劳,一路开启智能辅助驾驶功能,任由车辆自行行驶。民警对其进行了 批评教育,并开具了警告单。 在短视频平台上,类似场景屡见不鲜:驾驶员在高速行驶中开启智能辅助驾驶后,低头玩手机、闭眼休 息,甚至躺平睡觉。评论区中,有人感叹"科技解放双手",也有人批评此举是"拿自己和他人的生命开 玩笑"。 据了解,目前我国配有智能驾驶功能的车辆多处于L2级别,需要驾驶员全程监控并准备随时接 管,被称为"智能辅助驾驶"。 然而记者调查发现,部分车主通过使用电容感应绒布、配重环等方式刻意规避DMS监测,低头玩 手机、闭眼休息甚至躺平睡觉。网络上,还有商家公开销售此类"辅助神器",并附"破解教程"。 车企加强技术防线 9月17日早上,山西高速交警五支队五大队接到报警,称沧渝高速榆林方向发生一起单方事故。民 警赶到现场后了解到,事故原因是驾驶员在开启智能辅助驾驶功能后竟酣然入睡,车辆在系统控制下发 生偏差,最终撞上路边护栏,造成财产损失。万幸的是,撞击使驾驶员惊醒并及时接管车辆,未造成人 员伤亡。这起事件再次 ...