Group 1: Industry Overview - In June, multiple automotive companies reported record high sales of new energy vehicles (NEVs), with BYD leading at 382,600 units sold, up from 341,700 units year-on-year [1] - The overall retail market for narrow passenger vehicles in June was approximately 2 million units, representing a year-on-year growth of 13.4% and a month-on-month increase of 3.2% [1] - The retail sales of NEVs are expected to reach 1.1 million units in June, with a penetration rate of around 55% [1] Group 2: Company Focus - OFILM Technology - OFILM has established itself in the smart automotive sector since 2015, obtaining supplier qualifications from over 20 domestic automotive manufacturers [2] - The company has segmented its smart automotive business into three major areas: intelligent driving, body electronics, and intelligent cockpit, aligning with industry trends of "domain concentration" and "domain integration" [2] - OFILM's product offerings include a comprehensive range of systems such as surround view systems, automatic parking systems, and integrated Ethernet gateways, showcasing its capability in system-level product customization [2] Group 3: Technological Advancements - In the field of intelligent driving, OFILM has developed a wide array of products including onboard cameras, laser radars, and automatic parking domain controllers, contributing to advanced autonomous driving solutions [2] - The company has a strong technical foundation in body electronics, with its BCM/BGM products integrating multiple functions and achieving a high level of technical sophistication [3] - OFILM is also focused on intelligent cockpit solutions, providing comprehensive visual solutions for in-cabin applications such as driver monitoring and passenger monitoring [3] Group 4: Future Outlook - According to projections, the domestic automotive market is expected to see the launch of several hybrid models in the second half of the year, with an anticipated annual NEV penetration rate of 55% [4] - OFILM is committed to enhancing its smart automotive business through increased resource allocation in R&D, sales, and production, aiming for rapid revenue growth in this sector [4]

智驾域控市场已经进入了高速发展阶段，国产供应商迎来了前所未有的发展机会，但同时竞争也愈来愈 激烈。现阶段，智能驾驶域控制器市场主要玩家有传统Tier1、消费电子跨界企业、整车厂等，参与者 众多，市场竞争格局正处于百花齐放的状态。 车身电子方面，欧菲光在硬件、软件方面沉淀深厚，技术优势明显，公司 BCM/BGM 车身域控产品技 术积累丰富，产品融合多核 MCU（微控制单元）、OTA（空中下载技术）、以太网网关、门模块等多 种功能或模块，集成化程度高，技术水平国内领先。公司第五代 BCM/BGM 车身域控产品技术积累丰 富，将传统车身电子部分的车身控制器、以太网网关、空调控制器、门模块等进行集成整合，产品集成 度更高，满足客户多样功能需求。公司秉持开放共享的原则，为客户提供高标准的软件，同时自产硬 件，从而产生成本优势，用高性价比产品吸引了广大客户群体。 智能座舱方面，公司深度布局舱内外光学传感器、仪表中控和抬头显示（HUD）产品。公司驾驶员监 测（DMS）、乘客监测（OMS）产品可针对人脸识别、疲劳监测等应用场景提供主动式服务，为客户 提供座舱内全场景一站式视觉解决方案；公司整合车载摄像头、显示屏、系统控制器三 ...

Core Viewpoint - The automotive industry is witnessing a shift away from "pseudo-innovation" designs, such as hidden door handles, towards more practical and safety-oriented features, as exemplified by Geely's recent launch of the Galaxy A7 and Galaxy M9, which utilize traditional mechanical door handles instead of hidden ones [2][3][4]. Group 1: Hidden Door Handles - Geely's Galaxy A7 and Galaxy M9 have opted for traditional mechanical door handles, marking a departure from the prevalent trend of hidden door handles in electric vehicles [2]. - The hidden door handle design, while initially aimed at reducing wind resistance, has faced criticism for its practicality and safety, particularly in cold climates where they can freeze [3]. - The penetration rate of hidden door handles in new energy vehicles is projected to reach 76% by 2024, indicating a significant trend in the industry [2]. Group 2: Industry Response and Standards - The Ministry of Industry and Information Technology has initiated a project to establish safety standards for hidden door handles, addressing issues such as insufficient strength and failure during power outages [3]. - Industry leaders like Great Wall's chairman have criticized the safety trade-offs associated with hidden door handles, advocating for a focus on safety over minimal wind resistance [4]. Group 3: Broader Design Trends - The automotive industry is increasingly scrutinizing various innovative features that prioritize aesthetics over functionality, such as touchscreens replacing physical buttons and large non-opening glass roofs that can lead to excessive heat [5]. - Controversial designs like electronic rearview mirrors have also been criticized for their performance in adverse weather conditions, highlighting the need for practical innovations [5]. - As the industry moves away from questionable innovations, companies are exploring more valuable and practical design solutions, such as BMW's AI-integrated "visual cone" technology aimed at enhancing driver safety [5]. Group 4: Design Philosophy - A prevailing design principle in the automotive industry emphasizes that the best designs should be unobtrusive, suggesting that true innovation should not compromise the fundamental user experience [6].

Group 1 - Chongqing Changan Automobile Co., Ltd. has applied for a patent related to an electronic rearview mirror control method, device, vehicle, and equipment, with publication number CN120135089A and application date of April 2025 [1] - The patent aims to enhance vehicle safety by allowing the electronic rearview mirror to enter a standby state after the vehicle is powered down, and to activate when the user's facial image indicates an intention to open the door [1] - This innovation addresses safety concerns for drivers who may rest inside the vehicle after powering it down, ensuring that the electronic rearview mirror is operational when needed [1] Group 2 - Chongqing Changan Automobile Co., Ltd. was established in 1996 and is primarily engaged in the automotive manufacturing industry, with a registered capital of approximately 992.18 million RMB [2] - The company has invested in 119 enterprises and participated in 5,000 bidding projects, showcasing its active role in the automotive sector [2] - Changan holds a significant number of intellectual property assets, including 3,117 trademark records and 5,000 patent records, along with 964 administrative licenses [2]

据乘联分会预计，2月全月汽车零售量预计125万辆，同比增长13.6%，其中新能源汽车零售量达60万 辆，渗透率攀升至48%。乘联会秘书长崔东树分析指出，随着部分地区以旧换新政策逐步发布，车市进 入节后回暖周期，直接拉动新能源需求。 3月初，多家汽车厂商集中发布了2月销售数据，全国汽车市场缓慢升温，其中新能源汽车市场表现尤为 抢眼。比亚迪在2月以322846辆的销量成绩继续稳居市场榜首，同比增长164%;小鹏汽车2月交付30453 辆，同比增长570%，连续第四个月交付量突破3万辆;零跑汽车交付25287辆，同比增长285%，创下历史 新高。 值得一提的是，在高端市场，极氪科技集团与鸿蒙智行的表现值得关注。极氪品牌2月销量14039辆，同 比增长86.9%;鸿蒙智行2月全系交付新车21517辆，蝉联中国汽车品牌成交均价TOP 1。 展望3月，中国汽车流通协会认为，3月份部分地区启动春季车展，多款新车密集上市，加上汽车以旧换 新政策持续发力，预计市场需求及销量有望保持稳健增长。为此，智能汽车相关产业链企业有望受益， 业务迎来新一轮的快速增长期。 车身电子方面，欧菲光在硬件、软件方面沉淀深厚，技术优势明显，公司 B ...