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科博达系列二十二-公司快评:科博达收购参股公司智能科技60%股权,打开高单价驾驶域控成长曲线【国信汽车】
车中旭霞· 2025-09-05 05:50
Core Viewpoint - The article discusses the strategic acquisition of a 60% stake in Shanghai Kebo Da Intelligent Technology Co., Ltd. by Kebo Da Technology Co., Ltd. for 345 million yuan, aimed at enhancing its position in the automotive intelligent driving domain and expanding its product offerings in high-value domain controllers [6][7][10]. Financial Performance - Kebo Da's net profit for the second quarter increased by 61% year-on-year, indicating strong financial health and a robust order backlog [2]. - The company anticipates revenues of 7.2 billion, 9.27 billion, and 11.4 billion yuan for the years 2025, 2026, and 2027, respectively, with profits projected at 1.01 billion, 1.28 billion, and 1.54 billion yuan [5]. Strategic Acquisition - The acquisition of Kebo Da Intelligent Technology is a response to national policies promoting the intelligent transformation of the automotive industry, aligning with the government's goal of having over 50% of new energy vehicles by 2030 [10]. - The deal is expected to open new growth avenues for Kebo Da, enhancing its product matrix in the intelligent driving sector and solidifying its market position [11][12]. Market Positioning - Kebo Da has established deep partnerships with global automotive brands such as Volkswagen, BMW, and General Motors, positioning itself as a key player in the intelligent driving technology ecosystem [4][11]. - The company aims to enhance customer loyalty and expand market share by integrating its intelligent central computing platform and domain controller products into the automotive supply chain [12][13]. Product Development - Kebo Da Intelligent Technology focuses on high-performance intelligent driving domain controllers, with lifecycle sales expected to exceed 20 billion yuan for specific projects [11]. - The integration of Kebo Da Intelligent Technology is set to improve the company's technological capabilities and product offerings, addressing existing gaps in the automotive intelligent technology sector [13][14]. Supply Chain and Manufacturing - The acquisition will enhance Kebo Da's supply chain capabilities, particularly in high-end semiconductor components, which are crucial for the development of intelligent automotive products [14][15]. - The company plans to leverage the manufacturing expertise of Kebo Da Intelligent Technology to upgrade its production processes, transitioning towards more efficient and intelligent manufacturing systems [15].
供应链新军丨德赛西威如何成为中国座舱、智驾域控第二
晚点LatePost· 2024-04-29 11:13
以下文章来源于晚点Auto ,作者晚点团队 晚点Auto . 从制造到创造,从不可能到可能。《晚点LatePost》旗下汽车品牌。 先和新势力联合开发,然后用成熟产品拿下传统车企的订单。 当燃油车变成新能源车,一辆车用到的零件数从 30000 变成 10000,最有潜力的汽车品牌大多是新面孔。时代机遇下,供 应商们各显本领,老牌供应商转型、新型供应商崛起,一些其他行业的龙头企业也进入汽车零部件市场,共同重构整个产 业链条。《晚点 Auto》推出供应链新军系列文章,关注汽车供应链的重塑。 文丨司雯雯 编辑丨王海璐 大多数智能电动车公司都早早出现在德赛西威的合作名单里。 蔚来 2017 年发布 ES8 ,10.8 英寸的屏幕出自德赛西威的产线;理想 ONE 不仅让德赛西威做了四块 显示屏,还搭载了这家公司的座舱域控制器。英伟达 Xavier 芯片首度量产,从全球挑选六家授权合 作方,德赛西威是其中唯一一家中国公司。此后 5 年,任何中国公司想用英伟达的芯片做智驾,找 德赛西威是最便利的选择。 许多大供应商会把门关上。2015 年前后,大众在中国的年销量超过 300 万,是所有供应商最想要的 客户。至于初创车企,就 ...