后视镜是汽车上的一种镜子，旨在让驾驶员通过车辆的背光观察后方情况。它是车辆中重要的汽车部件，保障驾驶员的安全。后视镜并非磨平 ——前玻璃表面 与后玻璃表面（镜面）呈一定角度。因此，如果您从镜框中取出后视镜，它会呈楔形，顶部边缘较厚。 汽车后视镜市场的发展受到多重因素驱动。首先，全球汽车产销量的稳步增长，尤其是新能源车的快速普及，带动了对智能化、安全化后视镜系统的需求提 升。随着消费者对驾驶安全性、视野广度与整车美观性的要求不断提高，传统后视镜正逐步向电动调节、自动折叠、盲区监测、加热除雾及摄像头辅助等多功 能集成方向升级，带动了产品结构的持续优化。此外，各国政府在主动安全技术方面的法规日益严格，如欧盟、美国和中国纷纷推动 CMS （摄像头后视镜系 统）合法化，进一步加速了电子后视镜的产业化进程。同时，车企为满足智能座舱一体化设计趋势，也加大了对数字内镜、流媒体镜和自动调光镜等智能后视 镜的导入，使得整个市场技术壁垒和附加值不断提升。 但与此同时，后视镜市场也面临诸多挑战。首先是原材料及元器件成本持续上升，尤其是在全球通用芯片、摄像头模组、电控系统紧张背景下，导致供应链不 稳定、交付周期延长，对后视镜生产企业形 ...

Core Viewpoint - The article discusses the recent adjustments made by the company regarding the i8 SKU, including pricing changes and feature enhancements, while raising questions about the implications for profitability and organizational capabilities. Group 1: i8 SKU Adjustments - The company has decided to adjust the i8 SKU based on a 98% MAX Ultra option rate, reducing the price of the MAX version by 10,000 and adding a platinum sound system, with options for additional features at a cost of 10,000 [1]. Group 2: Strategic Questions - Questions are raised regarding how the L series will operate following the i8 adjustments [3]. - The potential impact of the i8 changes on gross margin, net profit margin, and free cash flow is questioned [3]. - There is speculation about whether the company's recent operations have been chaotic and the underlying reasons for this [3]. - The article questions the current organizational capability of the company and how it should be evaluated [3]. - It discusses whether the CEO has made multiple misjudgments in recent years and how to interpret this phenomenon [3]. - The article explores the relationship between the CEO's acceptance of potential misjudgments and the overall confidence in the company's future [3]. - It inquires about the long-term trends in the industry and the CEO's insights on what is clear and what remains uncertain [3]. - The article differentiates between events that were anticipated by the company and those that were not in recent months [3]. - It questions whether a positive long-term outlook for the company requires that many factors align with its expectations [3]. - The company's ability to manage public sentiment and its expected development in this area are evaluated [3]. - A comparison of the company's core advantages and disadvantages relative to competitors like Huawei and Xiaomi is made [3]. - The article discusses the short-term perception of smart vehicles as a poor business model and questions the long-term viability of smart vehicles and AI robotics [3]. - It examines the relationship between smart vehicles and AI, particularly the importance of foundational model capabilities [3]. - The potential of the VLA and the company's smart cockpit is questioned, suggesting that many may underestimate it [3]. - The company's position in the AI and hardware-software integration field is assessed [3].

Fundraising Plan - The company plans to raise a total of 330 million yuan through the issuance of convertible bonds, with a total investment of 445.55 million yuan allocated to various projects [1] - The company will initially invest using its own funds if the actual net amount raised is less than the planned investment amount, and will adjust the investment amounts accordingly [1] Market Background - The global electric vehicle (EV) market is experiencing rapid growth, with global sales expected to reach 18.24 million units in 2024, a year-on-year increase of 24.4% [2] - In China, EV production and sales are projected to reach 12.89 million and 12.87 million units respectively in 2024, with year-on-year growth rates of 34.4% and 35.5% [2] - The proportion of new energy vehicles in total new car sales is expected to rise to 40.9% in 2024, significantly exceeding the 20% target set for 2025 in the national development plan [2] Demand for Acoustic Products - The rapid development of the EV market is driving demand for automotive acoustic products such as speakers, subwoofers, and amplifiers [2][3] - Consumers are increasingly prioritizing in-car entertainment experiences, leading to higher expectations for sound quality and personalization in automotive acoustic systems [2][3] Project Details Speaker Intelligent Manufacturing Technology Upgrade Project - The project aims to invest 374.08 million yuan to upgrade outdated production lines at the company's Suzhou headquarters, enhancing automation and efficiency [4][5] - The company holds the leading market share in automotive speakers in China, with a global market share of 15.24% projected for 2024 [5][6] - Upgrading production lines is essential for maintaining competitiveness and meeting rising market demands for higher quality speakers [5][6] Vehicle Digital Audio-Video Technology Industrialization Project - An investment of 21.47 million yuan is planned for the development of new technologies such as AI amplifiers and digital speaker ASIC chips [9][10] - The project aims to enhance the company's R&D capabilities and align with the trend of increasing integration and intelligence in automotive systems [10][11] Industry Support and Technological Foundation - National policies are strongly supporting the development of the automotive acoustic industry, providing a solid foundation for project implementation [7][8] - The company has a rich technical reserve and a strong R&D framework, including multiple patents and research centers, which supports the project's success [7][8] Financial Impact - The fundraising will enhance the company's capital strength and improve its ability to respond to market demands, thereby increasing competitiveness and profitability [16][17] - The issuance of convertible bonds is expected to optimize the company's capital structure and reduce financial risks over time [16][17]

高清流媒体后视镜屏幕可以理解， 但为啥不继续复用AD摄像头作为信号源呢？ 以下文章来源于老汤哥Tango ，作者老汤哥 老汤哥Tango . 理想汽车第一产品线负责人，汽车行业，但更爱徒手健身！半年时间体重从180+变成138斤，体脂15% 以内，脂肪肝也没有了，还练出了6块腹肌！人生真的没有什么不可能 其实22款的L9 就可以在中控屏幕调用AD摄像头当流媒体后视镜使用了，（我自己就是22款车主）这 真不需要啥技术，好吧，智驾团队不开心了，需要很大的技术，但22款理想L9就有了，给我们智驾 团队加 但智能焕新版L9为啥不继续这么做呢？ 因为22款的复用仅仅是作为一个辅助和补充，22款本身是有 物理后视镜的，但是21.4寸屏幕引入，流媒体内后视镜成为的主要的后方显示屏了，所以就得有一块 单独的高清屏幕。 几个原因 第一：AD基本是60度FOV，也有80度的， 视野太窄，同样距离，60度的AD摄像头可以看到3根车 道，120度可以看到5根车道。 第二： 120度和人眼的主视野角度相似，从前方玻璃切换到流媒体内后视镜，再切换到前方玻璃不容 易眩晕。 主流FPS游戏都是120度视角…（此观点来自于深度游戏爱好者 李厂 ...