记者丨赵云帆 编辑丨朱益民 公开资料显示，鉴智机器人是中高阶智驾量产的软件算法公司，其提供基于英伟达，地平线等国内外头 部中高阶算力平台的智驾解决方案，与 Momenta 同为国内头部的第三方智能驾驶全栈方案供应商。 近日，A股历史最大的智能驾驶行业重组事项，花落"图商"四维图新（002405.SZ）。 另据21世纪经济报道记者从知情人士处获悉，鉴智机器人为"绝对领先的第一梯队"地平线中高算力智驾 系统全栈方案供应商，其地平线智驾方案平台占有率超过已经完成独立上市的商汤、小马智行、筹备上 市的轻舟智航等企业。并且，作为地平线链企业关键合作伙伴，鉴智机器人有望率先定点地平线国产高 算力平台解决方案。 公告显示，四维图新拟以现金及支付资产形式，对鉴智机器人协议控制主体 PhiGent Robotics Limited （以下简称"鉴智开曼"）进行增资及提供财务资助，获得鉴智开曼39.14%股份，并成为其第一大股东。 国产芯片的"盟友" 资料显示，鉴智机器人为全栈自动驾驶方案公司，成立于2021年10月，业务涵盖辅助智能驾驶（L2 ADAS），高阶智能驾驶（L2+、L3 NOA）和AI双目三大领域。 战略方向上，鉴 ...

记者丨 赵云帆 编辑丨朱益民 近日，A股历史最大的智能驾驶行业重组事项，花落"图商"四维图新（002405.SZ）。 公告显示，四维图新拟以现金及支付资产形式，对鉴智机器人协议控制主体 PhiGent Robotics Limited（以下简称"鉴智开曼"）进行增资及提供财务资助，获得鉴智开曼39.14%股份，并成 为其第一大股东。 公开资料显示，鉴智机器人是中高阶智驾量产的软件算法公司，其提供基于英伟达，地平线等 国内外头部中高阶算力平台的智驾解决方案，与 Momenta 同为国内头部的第三方智能驾驶全 栈方案供应商。 另据21世纪经济报道记者从知情人士处获悉， 鉴智机器人为"绝对领先的第一梯队"地平线中 高算力智驾系统全栈方案供应商，其地平线智驾方案平台占有率超过已经完成独立上市的商 汤、小马智行、筹备上市的轻舟智航等企业。 并且，作为地平线链企业关键合作伙伴，鉴智 机器人有望率先定点地平线国产高算力平台解决方案。 二级市场上，截至10月9日10:22，四维新图股价涨0.42%报9.59元/股。 同时，据记者获悉，随着地平线高算力芯片POC向SOP项目批量转换，高阶智驾普惠下沉至中 低端车型，鉴智机器人高 ...

四维图新（002405）拟以现金及支付资产形式，成为鉴智机器人大股东，开启了智能驾驶行业资本重 整，行业出清的序幕。 近日，A股历史最大的智能驾驶行业重组事项，花落"图商"四维图新（002405.SZ）。 公告显示，四维图新拟以现金及支付资产形式，对鉴智机器人协议控制主体 PhiGent Robotics Limited （以下简称"鉴智开曼"）进行增资及提供财务资助，获得鉴智开曼39.14%股份，并成为其第一大股东。 公开资料显示，鉴智机器人是中高阶智驾量产的软件算法公司，其提供基于英伟达，地平线等国内外头 部中高阶算力平台的智驾解决方案，与 Momenta 同为国内头部的第三方智能驾驶全栈方案供应商。 另据21世纪经济报道记者从知情人士处获悉，鉴智机器人为"绝对领先的第一梯队"地平线中高算力智驾 系统全栈方案供应商，其地平线智驾方案平台占有率超过已经完成独立上市的商汤、小马智行、筹备上 市的轻舟智航等企业。并且，作为地平线链企业关键合作伙伴，鉴智机器人有望率先定点地平线国产高 算力平台解决方案。 国产芯片的"盟友" 资料显示，鉴智机器人为全栈自动驾驶方案公司，成立于2021年10月，业务涵盖辅助智能驾驶（ ...

Core Viewpoint - The company, Siwei Tuxin, is leveraging its intelligent driving solutions, global data compliance solutions, automotive-grade chips, and high-precision positioning capabilities to assist various joint venture and independent brands in exporting multiple vehicle models [1] Group 1 - The company is actively engaging with investors through interactive platforms to provide insights into its operational strategies [1] - The company emphasizes its technological capabilities, which include intelligent driving solutions and high-precision positioning [1] - The company is supporting both joint venture and independent automotive brands in their international market expansion efforts [1]

Core Insights - BMW Group has launched an integrated smart driving solution combining interaction, control, and driving assistance, with the new BMW iX3 being the first model to feature this technology [1] - The company emphasizes a differentiated approach in the competitive smart driving technology landscape, focusing on a holistic solution rather than single-function features [1][2] - The new generation models utilize a cutting-edge electronic architecture with four high-performance computers, achieving significant advancements in decision-making speed and processing power [1][2] Technology Development - The core innovation lies in the "Heart of Joy," which integrates power and chassis control, managing functions like power transmission, braking, charging, energy recovery, and steering [1] - The new system boasts a decision-making latency of under 1 millisecond and a tenfold increase in information processing speed compared to traditional systems [1] - The "smart driving assistance super brain" has seen a 20-fold increase in computing power, optimizing the entire chain from perception to control [1] Driving Experience - BMW's technology route reflects a commitment to the essence of driving, maintaining a dialogue between the driver and the vehicle even when smart assistance systems are engaged [2] - The design philosophy is rooted in BMW's 2016 concepts of "BOOST" and "EASE," emphasizing the synergy between driving performance and smart assistance [2] Data Utilization - The development of BMW's technology is supported by driving data from nearly 30 million global car owners, including over 7 million from China, providing a solid foundation for product design [2] Market Positioning - BMW's approach to smart driving technology represents a unique perspective on the transformation of traditional luxury car brands, aiming to balance brand heritage with technological innovation [2] - The market performance of BMW's new generation models will serve as an important reference for the smart transformation of traditional luxury brands in the automotive industry [2]

Core Viewpoint - The company, Junsheng Electronics, has achieved significant growth and global presence in the automotive parts industry, with a record order intake and plans for an IPO in Hong Kong to enhance its international capital platform [1][12]. Group 1: Business Performance - In 2024, Junsheng Electronics reported a revenue of 55.86 billion, with new orders reaching 83.9 billion, marking a 13.8% increase from 73.7 billion in 2023 [3]. - The company’s net profit attributable to shareholders increased by 27.7% to 1.28 billion, showcasing a robust performance despite market fluctuations [8]. - The gross profit margin improved by 1.8 percentage points to 16.3%, driven by the automotive safety and electronics segments [8]. Group 2: Strategic Advantages - Junsheng Electronics has a strong order reserve, with over 55% of new orders coming from the new energy sector, providing a solid performance cushion for the next 3-5 years [3]. - The company ranks fourth globally in the intelligent cockpit domain and is the second-largest supplier in automotive safety, benefiting from high technical and compliance barriers [4]. - The company is expanding into the robotics sector, leveraging its automotive technology to create a new growth avenue [5]. Group 3: Globalization and Market Position - In 2024, 76% of the company’s revenue came from overseas markets, supported by a network of 19 R&D centers and over 50 production bases worldwide [6]. - The company’s strategic restructuring in Europe aims to optimize costs and enhance long-term profitability, despite short-term impacts on net profit [9][10]. - Junsheng Electronics is positioned to capitalize on the global shift towards intelligent automotive solutions, enhancing its competitive edge [12]. Group 4: Future Prospects - The upcoming IPO in Hong Kong is expected to provide necessary capital for expanding production bases in Southeast Asia and developing cloud supply chain systems [13]. - The company aims to strengthen its brand influence and international identity through the dual listing strategy, enhancing its market position [13]. - Junsheng Electronics is transitioning from a "market for technology" model to a "technology export" strategy, reflecting the evolution of the Chinese automotive supply chain [12].