阿里可能要 " 发财 " 了，最近收获一个港股 IPO：斑马网络。 这是一个超级独角兽，做汽车操作系统的，早在 2024 年，估值就突破 210 亿元。 过去 7 年，它累计融资 5 轮，起步就融资 16 亿，最高一轮融了 30 亿元。走的是 " 天之骄子 " 路线，也可以说是 " 企二代 " 路线。 更关键的是，它所处的智能座舱行业，正与 AI 深度结合，处于蓬勃发展的黄金期：可能与手机的进化过程有点像，从大哥大、功能机，变成智 能手机，再到未知的 AI 新终端。 智能座舱也是一样：功能会从老式收音机，到简单的屏幕交互、语音控制，再到未来的 " 主动识别需求 + 主动决策 "。 这个趋势（AI+ 座舱）是个增量市场。2024 年，其在整体市场占比约 15 - 20%，预计到 2030 年将跃升至 35-40%。这组数据说明一个道理：座舱 若不拥抱 AI 趋势，会丢掉半条命。 具体来说，AI 座舱的进化趋势可总结为 2 个。 目前，它最核心的产品是：汽车操作系统。2022 年该项收入占比 86.7%，2023 年占比 86.2%，2024 年占比 83.4%。该系统支持车载娱乐功能、 OTA（一种无线通信）等 ...

日前，阿里巴巴集团发布港交所公告称，集团董事会宣布，斑马正在寻求斑马股份于港交所主板独立上市。 斑马曾为阿里集团的子公司，自2024年12月27日起不再纳入该集团并表范围。公告称，由于斑马在阿里最近一个完整财 务年度解除并表，阿里已就拟议分拆向香港联交所提交分拆计划，且香港联交所已确认可进行拟议分拆。 截至8月21日，阿里持有斑马约44.72%的股份，斑马作为阿里的权益法被投资方进行会计处理。 阿里将继续持有股份 公告中，阿里集团董事会建议，拟议分拆将以斑马股份全球发售的方式进行(包括香港公开发售及国际发售)。在斑马股权 结构的若干拟议调整及拟议分拆完成后，阿里将继续持有斑马超过30%的股份，斑马将仍为阿里的权益法被投资方。 有关拟议分拆的详情(包括全球发售的规模和架构、阿里于斑马的股份百分比的减幅)尚未最终确定。 公告显示，拟议分拆须获得香港联交所上市委员会批准斑马股份上市及买卖、完成向中国证券监督管理委员会提交的斑 马股份上市及发售相关备案以及斑马董事会作出最终决定后(如适用)，方可作实。 阿里方面称，股东及本公司有意投资者务请注意，现时并无保证拟议分拆将会落实或何时落实，因此，股东及本公司有 意投资者于 ...

Core Viewpoint - The article discusses the rapid growth and potential of the intelligent cockpit industry, particularly focusing on the company Zhiban Network, which specializes in automotive operating systems and has achieved a valuation exceeding 21 billion yuan by 2024 [1][9]. Company Overview - Zhiban Network has raised a total of 5 rounds of financing over the past 7 years, starting with 1.6 billion yuan and reaching a peak of 3 billion yuan in its latest round [2][10]. - The company is backed by Alibaba, which has positioned it as a "second-generation enterprise" in the automotive technology sector [11][12]. - The primary product of Zhiban Network is its automotive operating system, which accounted for 86.7% of its revenue in 2022, 86.2% in 2023, and is projected to be 83.4% in 2024 [13]. Market Dynamics - The intelligent cockpit market in China is projected to grow from 129 billion yuan in 2024 to 327.4 billion yuan by 2030, with a compound annual growth rate (CAGR) of 16.8% [17]. - The software-based cockpit solutions market is expected to increase from 40.1 billion yuan in 2024 to 114.9 billion yuan by 2030, with a CAGR of 19.2% [18]. Industry Trends - The evolution of intelligent cockpits is likened to the transition from traditional mobile phones to smartphones, aiming to transform car cockpits from mere tools to intelligent companions [19]. - The current stage of development includes passive interaction, with future advancements expected to incorporate proactive demand sensing and autonomous execution capabilities [20][22]. Competitive Landscape - In 2024, Zhiban Network is projected to hold a 7.8% market share in China's intelligent cockpit software solutions, ranking first among competitors [24]. - Major competitors include Huawei, iFlytek, and Desay SV, with Zhiban Network distinguishing itself as one of the few companies with a fully self-developed automotive operating system [24][25]. Future Opportunities - The integration of AI with intelligent cockpits is anticipated to grow from 15-20% of the overall market in 2024 to 35-40% by 2030 [26]. - Zhiban Network has partnered with Ele.me to launch the first in-car AI ordering application, indicating a trend towards creating a closed-loop car life experience [27].

该公司拥有自研的汽车操作系统和全栈AI架构，是中国仅有的两家完全自研汽车操作系统的第三方供 应商之一。在智能座舱领域，斑马智行的AI大语言模型能力在中国顶级汽车AI公司中排名第一。 预计到2030年，中国智能座舱解决方案市场规模将达到3274亿元人民币，其中基于软件的座舱解决方案 市场增长更为迅速。 斑马智行已向港交所提交上市申请，德意志银行、中金公司（601995）、国泰君安国际为联席保荐人。 斑马智行是中国最大的以软件为核心的智能座舱解决方案供应商，并且在解决方案搭载量方面也排名第 一。 ...

据港交所8月20日披露，斑马网络技术股份有限公司(简称：斑马智行)向港交所主板递交上市申请，德意 志银行、中金公司（601995）、国泰君安国际为联席保荐人。 根据灼识谘询的资料，全球智能汽车销量预计将从2024年的5,800万辆增长至2030年的8,650万辆，复合年 增长率为6.9%。同期内，中国智能汽车中大语言模型的渗透率预计将从10%提升至40%。中国智能座舱 解决方案市场规模预计将从2024年的1,290亿元人民币增长至2030年的3,274亿元人民币，复合年增长率为 16.8%。其中，基于软件的座舱解决方案市场增长更快，预计从2024年的401亿元人民币增至2030年的 1,149亿元人民币，复合年增长率达19.2%。 招股书显示，作为智能座舱解决方案的全球先驱及领导者，斑马智行致力于将汽车从冰冷的硬件转变为 能感知互动的智慧伙伴，公司聚焦于座舱这一人车互动的主要入口。凭借自研的汽车操作系统与全栈元 神AI架构，公司协助主机厂打造真正智能的汽车，让车主可以通过自然语音控制和实现个性化车舱体 验，不断升级车内服务。 根据灼识谘询的资料，按2024年收入计算，斑马智行是中国最大的以软件为核心的智能座舱 ...

Group 1 - The third Software Innovation Development Conference will be held in Wuhan, focusing on new trends in the software industry during the 14th Five-Year Plan period and local practices [1] - The conference will introduce the "Yujia Mountain Forum" for industrial software, where six provinces in central China will sign a cooperation agreement for industrial software pilot verification [2][4] - By 2030, Wuhan aims to achieve a software industry scale exceeding 800 billion yuan, positioning itself among the top cities in the country [1][4] Group 2 - The conference aims to create a new hub for the transformation of production, education, and research, promoting the application of domestic industrial software in high-end sectors such as aerospace, shipping, and automotive [2] - Wuhan is accelerating the development of an open-source technology ecosystem, focusing on operating systems and chip technologies based on open-source Harmony and RISC-V [2] - The East Lake High-tech Zone in Wuhan has gathered over 400,000 software R&D personnel, forming a "1+N" development system with major R&D centers [3] Group 3 - The six provinces will enhance collaboration by signing an industrial software pilot verification cooperation agreement, integrating resources across government, industry, academia, and finance [4] - Wuhan will focus on cultivating three key industrial sectors, leveraging its cybersecurity talent and research institutions to establish a core hub for the national cybersecurity industry [4] - The city aims to integrate its "Optics Valley" and "Automobile Valley" to seize opportunities in the "software-defined vehicle" sector, accelerating the development of intelligent automotive software [4]

Core Viewpoint - Wuhan is focusing on high-quality development of its software industry, aiming to exceed 800 billion yuan in overall scale by 2030, positioning itself among the top cities in China [1][2] Group 1: Software Industry Development - The "14th Five-Year Plan" marks a critical period for Wuhan's software industry, transitioning from scale expansion to quality enhancement [1] - Wuhan will emphasize the development of an open-source innovation system, particularly in open-source operating systems and chip technologies based on Harmony and RISC-V [1] - Key areas of focus include industrial software and foundational software, with efforts to advance technologies such as robotics operating systems, automotive operating systems, IoT operating systems, high-performance databases, 3D CAD, and EDA [1] Group 2: Specialized Industry Sectors - Wuhan aims to cultivate three specialized industry sectors: cybersecurity, geospatial information, and intelligent automotive software [2] - The city will leverage its talent and industrial synergies from being a national cybersecurity base to establish itself as a core hub for the domestic cybersecurity industry [2] - Collaboration with local universities and research institutions will accelerate the development of a significant national geospatial information industry base [2] Group 3: Emerging Technologies - Wuhan is actively positioning itself in frontier industries, focusing on the construction of a national AI innovation application pilot zone and striving to create leading areas for future industries like the metaverse [2] - The integration of artificial intelligence, blockchain, and the metaverse with the real economy is a priority, aiming to develop new technologies, incubate new products, and expand new opportunities [2]

Group 1 - The third Software Innovation Development Conference is scheduled to be held on June 13 in Wuhan, focusing on national software industry deployment and new trends in the 14th Five-Year Plan [1] - The conference will feature one main forum, six sub-forums, and one software interactive market, aiming to showcase industrial software innovation and establish a new hub for industry-academia-research transformation [1] - By 2030, Wuhan aims to achieve a software industry scale exceeding 800 billion yuan, positioning itself among the top cities in the country [1] Group 2 - Wuhan will focus on developing an open-source innovation system, particularly in open-source operating systems and chip technologies, targeting sectors like healthcare, education, and automotive [2] - The city plans to advance industrial software and foundational software, promoting breakthroughs in robotics, automotive, IoT operating systems, and high-performance databases [2] - Wuhan aims to cultivate three key industrial sectors, leveraging its cybersecurity talent and research institutions to establish itself as a core hub for national cybersecurity and geospatial information industries [2] Group 3 - The East Lake High-tech Zone in Wuhan has over 400,000 software R&D personnel, forming a "1+N" development system with a major research center and multiple smaller centers [3] - These large R&D centers are crucial for the region's software development, driving industrial aggregation through talent concentration [3] - The East Lake High-tech Zone aims to increase software business revenue to 300 billion yuan, contributing to Wuhan's goal of becoming a renowned software city [3]

Group 1 - The core objective of the conference is to achieve an overall software industry scale exceeding 800 billion yuan in Wuhan by 2030 [1][2] - The conference will focus on key software innovations, AI empowerment, open-source ecosystem cultivation, and the integration of software and hardware [1] - A new industrial software forum will be established to showcase the innovation capabilities of Huazhong University of Science and Technology and to create a new hub for industrial software transformation [2] Group 2 - The conference aims to enhance collaboration among six provincial capitals in Central China, focusing on high-end sectors such as aerospace, shipbuilding, and automotive [1] - Wuhan plans to introduce industry-specific open-source operating systems for sectors like healthcare, education, and automotive [2] - The conference will also promote the integration of artificial intelligence, blockchain, and the metaverse with the real economy [2]