Industry Information - In July, China's power battery installation volume reached 55.9 GWh, a year-on-year increase of 34.3%, with lithium iron phosphate accounting for 80.4% of the total [9][10] - The China Association of Automobile Manufacturers reported that in July, 1.262 million new energy vehicles were sold, marking a year-on-year growth of 27.4% [9][10] - Cumulative production of power and other batteries from January to July reached 831.1 GWh, with a year-on-year increase of 57.5% [9] - Cumulative installation volume of power batteries from January to July was 355.4 GWh, a year-on-year increase of 45.1% [9] - The cumulative sales of new energy vehicles from January to July reached 8.23 million units, with a year-on-year increase of 39.2% [10] Policy Information - A new national standard for the transportation of power lithium batteries will be implemented starting February 1, 2026, focusing on safety and efficiency in transport [21] - The Qinghai Provincial Energy Bureau is soliciting opinions on the management measures for electric vehicle charging and swapping infrastructure [21] - The Shenzhen Development and Reform Commission is seeking feedback on local standards for supercharging stations and their integration with the urban power grid [21] - The Jilin Provincial Energy Bureau has issued guidelines for subsidies related to the construction and operation of battery swapping stations [21] - The Guangzhou Municipal Industry and Information Technology Bureau has released a plan for the high-quality development of virtual power plants, aiming for a capacity of 5 million kW by the end of 2027 [20] Company Information - CATL has launched a battery repair service to address the high costs associated with battery replacement, offering repair prices significantly lower than full battery replacement costs [13] - A new battery recycling company has been established with an investment of 650 million yuan, focusing on the recycling and reuse of used power batteries [15] - The project for CATL's extreme film project has commenced in Xining, Qinghai, marking a significant step in their strategic cooperation with the city [17] - The Sea Owl flying car global headquarters project has started construction, with a total investment of approximately 1 billion yuan [17] - The first resident vehicle-grid interaction pilot project has been launched in Guangzhou, allowing electric vehicles to supply power back to the grid [17][18]

摘要 大摩闭门会-从马力驱动到算力驱动 — 人工智能接管方向盘 20250801 智能驾驶渗透率显著提高，预计到 2030 年全球 L2+级别车型销量将达 2,600 万辆，相当于当前美国或欧盟轻型车市场总量，预示着巨大的市 场潜力。 摩根士丹利预测，到 2030 年全球智能驾驶硬件加软件市场规模将达 2000 亿美元，2035 年进一步增至 3,000-4,000 亿美元，硬件占比约 七成，为相关企业带来广阔发展空间。 生成式 AI、东西方经济体技术合作降本、政府及产业标准完善是推动自 动驾驶技术发展的三大因素，政策支持对产业长期发展至关重要。 智能驾驶技术不仅限于乘用车和商用车市场，还将重塑交通运行模式， 并可能拓展至人形机器人、电动垂直起降飞行器等新型交通解决方案， 推动整个交通生态系统变革。 特斯拉、小鹏和理想等整车企业通过快速算法迭代和资源投入，在自动 驾驶领域取得显著进展，并可能将技术积累延伸至机器人、人形机器人 以及飞车等领域。 Q&A 人工智能驱动的自动驾驶技术在汽车行业的普及速度如何？ 根据摩根士丹利的预测，全球市场将在 2026 年开始普遍应用 AI 驱动的自动驾 驶技术。预计到 2030 ...

Group 1 - Guangzhou Automobile Group Co., Ltd. (GAC Group) and Huawei Technologies Co., Ltd. have established a joint venture named Huawang Automotive Technology (Guangzhou) Co., Ltd. to focus on smart vehicle development [1] - Huawang Automotive has initiated a large-scale recruitment drive with over 50 positions available across various fields, emphasizing R&D roles such as battery management and intelligent driving systems [1] - The company aims to create a new high-end automotive brand that will integrate Huawei's smart driving software and solutions [1][2] Group 2 - The first product from Huawang Automotive is expected to be launched in 2026, with Huawei leading the product definition and positioning [2] - GAC Group and Huawei are collaborating to develop a luxury smart electric vehicle priced around 300,000 yuan, based on a new architecture and advanced technology [2] - GAC Group's existing brands are being positioned with distinct intelligent driving missions, targeting different consumer segments within a price range of 100,000 to 1 million yuan [3]

Group 1 - The Chinese government has delayed the approval for BYD to establish a factory in Mexico due to concerns about the potential leakage of smart vehicle technology to the United States [1] - BYD announced its plan to build a factory in Mexico in 2023, aiming to create 10,000 jobs and produce 150,000 vehicles annually [1] - Domestic automakers in China require approval from the Ministry of Commerce to produce vehicles overseas, which has not yet been granted for BYD [1] Group 2 - BYD is a major competitor to Tesla in China and several European markets, having surpassed Tesla in the Chinese market in 2024 and launched smart driving software for multiple affordable models ahead of Tesla [1]

立信会计师事务所（特殊普通合伙） 关于对上海岩山科技股份有限公司的关注函的回复 我们接受上海岩山科技股份有限公司（以下简称"岩山科技"）的委托，对纽 劢（开曼）有限公司（以下简称"纽劢开曼"或公司）2022 年度及截至 2023 年 6 月 30 日止六个月的模拟财务报表进行了审计，并于 2023 年 8 月 29 日出具了"信 会师报字[2023]第 ZA15128 号"审计报告。依照相关的法律法规、执业准则规定， 形成我们的专业判断并发表审计意见，公司的责任是提供真实、合法、完整的会 计资料。 根据贵部于 2023 年 9 月 1 日下发的《关于对上海岩山科技股份有限公司的 关注函》（公司部关注函【2023】第 303 号）（以下简称"关注函"），我们对贵部 要求会计师核查的问题进行了审慎核查，现答复如下： 信会师函字[2023]第 ZA554 号 深圳证券交易所上市公司管理部： 问题十、Nullmax (Cayman)审计报告显示，2023年 6月底，Nullmax (Cayman) 其他应收款、无形资产、开发支出、其他应付款期末余额分别为 1.15亿元、6,405.07 万元、3,879.11 万元、 ...