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四维图新涨2.09%,成交额5.63亿元,主力资金净流入333.10万元
Xin Lang Cai Jing· 2025-10-09 05:22
四维图新今年以来股价涨1.14%,近5个交易日涨4.17%,近20日涨10.92%,近60日涨17.90%。 资料显示,北京四维图新科技股份有限公司位于北京市海淀区永旭南路1号四维图新大厦,成立日期 2002年12月3日,上市日期2010年5月18日,公司主营业务涉及智云业务、智驾业务、智舱业务、智芯业 务。主营业务收入构成为:智云71.84%,智芯14.73%,智舱6.70%,智驾4.38%,其他2.34%。 10月9日,四维图新盘中上涨2.09%,截至13:02,报9.75元/股,成交5.63亿元,换手率2.50%,总市值 231.14亿元。 四维图新所属申万行业为:计算机-软件开发-垂直应用软件。所属概念板块包括:华为鸿蒙、阿里概 念、共享经济、低空经济、DeepSeek概念等。 资金流向方面,主力资金净流入333.10万元,特大单买入5382.72万元,占比9.56%,卖出4211.46万元, 占比7.48%;大单买入1.09亿元,占比19.41%,卖出1.18亿元,占比20.90%。 分红方面,四维图新A股上市后累计派现4.59亿元。近三年,累计派现0.00元。 机构持仓方面,截止2025年6月30 ...
四维图新9月30日获融资买入1.00亿元,融资余额12.29亿元
Xin Lang Cai Jing· 2025-10-09 01:21
截至6月30日,四维图新股东户数20.68万,较上期减少5.25%;人均流通股11391股,较上期增加 5.56%。2025年1月-6月,四维图新实现营业收入17.61亿元,同比增长5.62%;归母净利润-3.11亿元,同 比增长12.68%。 9月30日,四维图新涨3.47%,成交额10.01亿元。两融数据显示,当日四维图新获融资买入额1.00亿 元,融资偿还7871.99万元,融资净买入2147.44万元。截至9月30日,四维图新融资融券余额合计12.30 亿元。 融资方面,四维图新当日融资买入1.00亿元。当前融资余额12.29亿元,占流通市值的5.43%,融资余额 低于近一年40%分位水平,处于较低位。 融券方面,四维图新9月30日融券偿还7.35万股,融券卖出2.08万股,按当日收盘价计算,卖出金额 19.86万元;融券余量11.35万股,融券余额108.39万元,低于近一年20%分位水平,处于低位。 资料显示,北京四维图新科技股份有限公司位于北京市海淀区永旭南路1号四维图新大厦,成立日期 2002年12月3日,上市日期2010年5月18日,公司主营业务涉及智云业务、智驾业务、智舱业务、智芯业 务。 ...
四维图新9月24日获融资买入5788.58万元,融资余额12.28亿元
Xin Lang Cai Jing· 2025-09-25 01:28
Core Insights - On September 24, 2023, Siwei Tuxin's stock rose by 3.08%, with a trading volume of 605 million yuan [1] - The company reported a net financing outflow of 944.65 million yuan on the same day, with a total financing and securities balance of 1.229 billion yuan [1] - As of June 30, 2025, Siwei Tuxin's revenue was 1.761 billion yuan, a year-on-year increase of 5.62%, while the net profit attributable to shareholders was -311 million yuan, reflecting a 12.68% year-on-year growth [2] Financing and Securities - On September 24, Siwei Tuxin had a financing buy-in of 57.8858 million yuan, with a financing balance of 1.228 billion yuan, accounting for 5.54% of the circulating market value [1] - The financing balance is below the 40th percentile level over the past year, indicating a relatively low position [1] - The company had a securities lending balance of 99.96 million yuan, which is also below the 10th percentile level over the past year [1] Shareholder Information - As of June 30, 2025, Siwei Tuxin had 206,800 shareholders, a decrease of 5.25% from the previous period [2] - The average number of circulating shares per shareholder increased by 5.56% to 11,391 shares [2] - Major shareholders include Hong Kong Central Clearing Limited, which increased its holdings by 14.9894 million shares, and several ETFs that also increased their positions [2] Business Overview - Siwei Tuxin, established on December 3, 2002, and listed on May 18, 2010, operates in various sectors including intelligent cloud services, intelligent driving, intelligent cockpit, and intelligent chip businesses [1] - The revenue composition is as follows: Intelligent Cloud 71.84%, Intelligent Chip 14.73%, Intelligent Cockpit 6.70%, Intelligent Driving 4.38%, and Others 2.34% [1]
吉利智驾整合,组织框架曝光:极氪系主导,旷视系妥协
21世纪经济报道· 2025-09-11 14:11
Core Viewpoint - The article discusses the integration of various teams within Geely to form a new entity, Chongqing Qianli Intelligent Driving, focusing on the organizational structure and the challenges faced during this merger [3][6][9]. Group 1: Organizational Structure - Chongqing Qianli Intelligent Driving was established as a joint venture with Geely, Megvii, and others, with each holding a 30% stake, while Lotus holds 5% [6]. - The new organizational structure features a matrix management approach, with vertical departments for system, platform, algorithm, and data development, alongside three horizontal departments [6][8]. - Key leaders include Yang Mu as CTO, Yuan Pingyi as Chief Scientist, and Chen Baocheng overseeing engineering projects [6][8]. Group 2: Integration Challenges - The integration process has faced delays, with only about 2,000 of the planned 3,000 personnel merged, primarily from the Zeekr and Maiqi teams [8][9]. - There is a lack of enthusiasm among team members for the merger, particularly due to the complexities involved in integrating intelligent driving teams compared to other departments [8][9]. - The principle of "stability while seeking progress" is emphasized, with existing reporting relationships maintained and minimal disruption to ongoing projects [9].
21独家|吉利智驾整合进展:极氪系主导,旷视系妥协
2 1 Shi Ji Jing Ji Bao Dao· 2025-09-11 13:34
Core Viewpoint - Geely is integrating its autonomous driving teams into a joint venture called Chongqing Qianli Zhijia, which is expected to have a workforce of around 3,000 people, with significant organizational restructuring already underway [2][5]. Group 1: Company Structure and Leadership - The joint venture, Chongqing Qianli Zhijia, was officially established on June 27, 2023, with major shareholders including Geely, Megvii, and Jianghe Qixing, each holding 30%, while Lotus holds 5% [5]. - The leadership team includes Wang Jun as CEO and Chen Qi as co-CEO, with backgrounds from Megvii and Zeekr [2][5]. - The new organizational structure features a matrix management approach, with vertical departments for system, platform, algorithm, and data development, alongside three horizontal departments [2][5]. Group 2: Integration Progress and Challenges - As of September 8, 2023, a significant organizational meeting was held to discuss the integration of teams, indicating progress in merging the teams [2][5]. - The integration process has faced delays, initially expected to conclude by the end of August but pushed to early September [9]. - There is a notable reluctance among team members from both Zeekr and Maiqi to merge, as the complexity of autonomous driving projects requires cohesive teamwork [10]. Group 3: Operational Focus and Responsibilities - The Zeekr team is tasked with more substantial production projects, while the Megvii team focuses on research and development for autonomous driving [6]. - The organizational structure largely reflects the previous setup of the Zeekr team, with some compromises made by the Megvii team [7][8]. - Chen Qi emphasizes a principle of "steady progress," maintaining existing reporting relationships and minimizing disruption during the integration [11].
吉利智驾整合进展:极氪系主导,旷视系妥协
2 1 Shi Ji Jing Ji Bao Dao· 2025-09-11 13:34
Core Viewpoint - The integration of intelligent driving within Geely is significantly more complex than cabin integration, with current changes being primarily structural without altering reporting relationships or office locations [1][10]. Group 1: Company Structure and Integration - Geely has initiated the integration of its intelligent driving teams into a joint venture named Chongqing Qianli Intelligent Driving, which is expected to have a workforce of around 3,000 people [1][4]. - The newly formed organizational structure includes a matrix management approach with vertical departments for system, platform, algorithm, and data development, alongside three horizontal departments [1]. - Key leadership includes Wang Jun as CEO and Chen Qi as co-CEO, with significant roles assigned to former executives from various teams [1][5]. Group 2: Team Dynamics and Challenges - The integration process has faced delays, with initial plans for a complete merger by the end of August pushed to early September, resulting in only about 2,000 personnel being integrated instead of the anticipated 3,000 [8][7]. - There is a noted lack of enthusiasm among team members from both the Zeekr and Maiqi teams regarding the merger, highlighting the challenges of aligning large teams towards a common goal in intelligent driving [9]. - The integration strategy emphasizes stability, with existing reporting structures and office locations remaining unchanged to minimize disruption [10].
四维图新8月29日获融资买入5485.86万元,融资余额12.11亿元
Xin Lang Cai Jing· 2025-09-01 01:21
Core Viewpoint - The company Siwei Tuxin experienced a decline in stock price and trading volume, with significant net financing outflows and low financing and margin levels, indicating potential investor caution [1][2]. Financing Summary - On August 29, Siwei Tuxin's stock fell by 2.37%, with a trading volume of 632 million yuan. The net financing outflow was 9.63 million yuan, with a total financing balance of 12.12 billion yuan [1]. - The financing buy amount for the day was 54.86 million yuan, while the financing balance accounted for 5.40% of the circulating market value, which is below the 40th percentile of the past year, indicating a low level [1]. - In terms of margin trading, 28,900 shares were repaid, with 1,900 shares sold, resulting in a selling amount of 18,000 yuan. The remaining margin balance was 862,800 yuan, also below the 10th percentile of the past year [1]. Business Performance Summary - As of June 30, Siwei Tuxin had 206,800 shareholders, a decrease of 5.25% from the previous period, with an average of 11,391 circulating shares per person, an increase of 5.56% [2]. - For the first half of 2025, the company reported revenue of 1.761 billion yuan, a year-on-year increase of 5.62%, while the net profit attributable to shareholders was -311 million yuan, reflecting a year-on-year growth of 12.68% [2]. - The company has distributed a total of 459 million yuan in dividends since its A-share listing, with no dividends paid in the last three years [2]. Shareholding Structure Summary - As of June 30, 2025, the largest circulating shareholder was Hong Kong Central Clearing Limited, holding 31.96 million shares, an increase of 14.99 million shares from the previous period [2]. - The Southern CSI 1000 ETF ranked as the seventh largest circulating shareholder with 21.89 million shares, an increase of 4.12 million shares [2]. - The Yifangda CSI Artificial Intelligence Theme ETF and Huaxia CSI 1000 ETF were also among the top ten shareholders, with respective holdings of 20.35 million shares and 12.92 million shares, the latter being a new shareholder [2].
四维图新(002405) - 002405四维图新投资者关系管理信息20250717
2025-07-17 14:09
Industry Trends - The trend of "smart driving equality" is becoming crucial, with mid-to-high level assisted driving evolving from a "value-added service" to a "decisive factor" in the mass market [2] - Mid-level assisted driving features are expected to become standard in vehicles priced around 100,000 RMB, promoting the widespread adoption of assisted driving technology [2] - The chip industry is experiencing rapid growth driven by domestic companies accelerating their layout in the third-generation semiconductor field due to increasing cost pressures from U.S. export restrictions [2] Business Performance - The compliance business achieved a growth rate of 150% in 2024, with Q1 2025 also exceeding 100% growth [3] - The revenue for the intelligent cloud segment in 2024 is projected to be 2.254 billion RMB, reflecting a year-on-year growth of 28.96% [3] Product Development - The company is transitioning from a map provider to a data and model infrastructure provider for intelligent driving, with capabilities in behavior prediction and trajectory generation [4] - The SoC chip shipments have reached 90 million units, while MCU chip shipments have surpassed 70 million units, indicating strong market demand [6] Financial Metrics - The company’s revenue per employee is approximately 1.68 million RMB, representing an increase of over 50% year-on-year [8] - The profitability of intelligent driving solutions is influenced by order composition, including development costs and procurement costs, with a focus on achieving economies of scale [5] Regulatory Environment - Recent regulations aim to rectify the chaotic state of the intelligent connected vehicle industry, promoting high-quality development through stricter entry and testing requirements [6] - The commitment from major manufacturers to limit payment terms to 60 days will enhance cash flow and reduce financial costs for the company [6] Strategic Partnerships - The company collaborates with various cloud service providers to enhance its intelligent cloud business, covering key areas such as data security compliance and smart driving applications [16] Market Opportunities - The new national standards for two-wheeled vehicles, effective from September 2025, are expected to create new market demands for the company's SoC products [9] - The company is actively pursuing opportunities in the low-altitude economy, with a complete solution already in place [18]
【私募调研记录】深圳领峰资产调研四维图新
Zheng Quan Zhi Xing· 2025-06-25 00:10
Group 1: Company Insights - Shenzhen Lingfeng Asset recently conducted research on the listed company Siwei Tuxin, highlighting the trend of intelligent driving equality becoming a key industry focus [1] - The company noted that mid-to-high-level assisted driving functions are gradually being integrated into lower-end models, establishing intelligent driving as a leading business segment [1] - Siwei Tuxin's data compliance business shows a clear growth trend, with AI-enhanced data loops aiding automakers in rapid algorithm iteration and optimization [1] Group 2: Product Development and Market Trends - The world model is being utilized for behavior prediction and trajectory generation, with productization aimed at OEMs and Tier 1 suppliers [1] - The company emphasized the need for intelligent driving orders to achieve certain sales volumes to realize economies of scale, alongside internal cost control and operational efficiency improvements positively impacting profitability [1] - The implementation of new national standards for two-wheeled vehicles is expected to create new market demands for Jiefa Technology's SoC cockpit products, aligning with leading automakers' overseas expansion needs [1] Group 3: Financial Projections and Growth - Jiefa Technology anticipates a revenue growth of over 12% in 2024, with an additional 3 million sets of basic driving point products and 600,000 sets of cockpit products expected to be secured by Q1 2025 [1] - The company is confident in achieving significant loss reduction by 2025, supported by the successful launch of its fifth-generation SoC product, the AC8025AE [1] - Jiefa Technology's automotive-grade MCU chip AC7870 has been successfully launched, meeting ISO 26262 ASIL-D functional safety standards, applicable across various scenarios [1]
四维图新(002405) - 002405四维图新投资者关系管理信息20250527
2025-05-27 12:02
Industry Trends - The trend of "smart driving equality" is becoming crucial in the industry, with mid-to-high-level assisted driving transitioning from a "value-added service" to a "key competitive factor" for mass-market vehicles [2] - Mid-level assisted driving features are expected to become standard in vehicles priced around 100,000 RMB, promoting the widespread adoption of assisted driving technology [2] - The automotive chip industry in China is rapidly developing, driven by the dual forces of smartization and domestic substitution [3] Business Performance - The compliance business achieved a growth rate of 150% in 2024, with Q1 2025 also showing over 100% growth [4] - The revenue for the intelligent cloud segment in 2024 is projected to be 2.254 billion RMB, reflecting a year-on-year growth of 28.96% [4] - The company aims to deepen cooperation with cloud service providers to enhance data compliance capabilities [4] Product Development - The company is transitioning from a map provider to a data and model infrastructure provider for intelligent driving [5] - The SoC chip shipments have reached 90 million units, while MCU chip shipments have surpassed 70 million units [9] - The latest SoC product, AC8025AE, has been released, offering a complete solution for parking and L2+ intelligent driving [10] Financial Outlook - The company anticipates significant losses in the short term due to talent investment, R&D costs, and intense price competition [14] - Revenue growth is expected to exceed 12% in 2024, with plans to add 3 million basic vehicle units and 600,000 integrated products by Q1 2025 [14] - The company is focused on improving operational efficiency through cost control and organizational optimization [14] Regulatory Environment - Recent regulations from the Ministry of Industry and Information Technology aim to rectify disorder in the intelligent connected vehicle industry, promoting high-quality development [8] - The company has established a strong position in the map and data compliance sectors, which are essential for the assisted driving system [8] Efficiency Metrics - The company's revenue per employee is approximately 1.68 million RMB, reflecting a year-on-year increase of over 50% [12] - The company has improved its employee efficiency from 780,000 RMB per employee to 1.68 million RMB over the past three years [7]