（原标题：2025上海车展，零部件企业破局重构产业格局） 2025上海车展零部件展区，跨国巨头与本土领军企业同台竞技，共同勾勒出全球汽车产业变革的新图景。汽车供应链行业正经历着 从"配套者"到"引领者"的蜕变。 值得一提的是，全球零部件百强企业中，超半数亮相2025上海车展。其中，博世、采埃孚、麦格纳、大陆等企业的展台面积数千平方米，形成零 部件巨头的"超级矩阵"。这些企业不仅展示了成熟的量产产品，更带来了前沿的概念技术，引领行业发展方向。 在汽车产业百年变革的惊涛骇浪中，2025上海车展成为观察行业动向的绝佳窗口。当人们将目光投向整车展区时，零部件板块正以雷霆万钧之势 重塑格局。10万平方米的展区面积、超半数世界百强供应商的齐聚、近 50 家科技新贵的首秀，让这场零部件企业的盛宴，不仅成为技术的炫技 场，更是产业话语权提升的见证。 盛况空前： 2025上海车展零部件展区全景扫描 2025上海车展，总面积达36万平方米，其中零部件展区独占10万平方米，相当于14个标准足球场大小，成为史上规模最大的零部件展示平台。4个 独立展馆内，来自全球28个国家和地区的超1500家零部件企业同台竞技，展品涵盖智能驾驶、新能 ...

在全球存储芯片价格"跌跌不休"的行业寒冬中，这家中国存储龙头正经历着转型期的阵痛与突围。 在2024年实现扭亏之后的今年一季度，江波龙又出现了单季亏损：营业总收入42.56亿元，同比微降 4.41%；归母净利润-1.52亿元，同比暴跌139.52%，这是继2023年Q4后再次单季亏损。 江波龙是国内第一家突破百亿规模的存储公司，客户覆盖中兴通讯、联想、比亚迪、上汽集团、中国移 动等多个领域的龙头。 但江波龙产品更多集中在嵌入式存储、固态硬盘等业务上，这些产品的附加值并不高。2024年这两大业 务营收占比之和超过七成，拉低了江波龙的整体盈利能力。 2024年，江波龙曾凭借行业复苏实现营收174.64亿元，同比增长72.48%，录得净利润4.99亿元，同比增 长160.24%，成功扭亏为盈。 作者：周源/华尔街见闻 这一成绩背后，是企业级存储（收入9.22亿元，同比巨幅增长666.30%）与巴西子江波龙Zilia（收入 23.12亿元，同比大增120.15%）的爆发式增长。 然而，2024年四季度净利润环比从三季度的4.97亿元骤降至1.67亿元，暴露出消费级存储需求疲软与库 存压力的双重隐患。 作为国内少数具备 ...

Core Viewpoint - The 2025 Shanghai Auto Show serves as a significant platform for showcasing innovative technologies in the automotive industry, with a focus on smart vehicle storage solutions [1] Group 1: Company Overview - Jiangbolong, a leading enterprise in the semiconductor storage field, debuted its self-developed automotive storage products and PTM full-stack customization services at the auto show, highlighting its strong innovation capabilities in smart automotive scenarios [3][6] - The company has established deep partnerships with over 20 OEMs and more than 50 Tier 1 automotive clients, creating a solid competitive barrier in the automotive storage sector [6] Group 2: Product Launch and Features - Jiangbolong introduced several innovative automotive storage products, including automotive-grade eMMC custom versions, UFS, LPDDR4x, and SPI NAND Flash, all adhering to AEC-Q100 reliability standards, catering to advanced applications like smart driving and automotive AI [3][8] - The automotive-grade eMMC custom version, featuring the WM6000 controller, supports high-speed modes with a maximum capacity of 128GB and operates within a temperature range of -40℃ to 105℃, suitable for mid-lightweight intelligent automotive scenarios [8] Group 3: Technological Innovations - The launch of automotive-grade LPDDR4x represents a significant breakthrough, offering capacities from 2GB to 8GB, a speed of 4266Mbps, and a 30% increase in bandwidth utilization, enhancing AI voice interaction response times in smart cockpits [11] - The LPDDR4x product incorporates advanced technologies such as ODT and DQS, ensuring stable data transmission in complex electromagnetic environments while maintaining performance and energy efficiency [11] Group 4: Future Plans - Jiangbolong is building a comprehensive automotive-grade product matrix, with plans to introduce automotive-grade LPDDR5, NOR Flash, and UFS4.1 in the near future, aiming to set new benchmarks in storage technology for the rapidly evolving smart automotive industry [12]