以下文章来源于东四十条资本 ，作者陈美 东四十条资本 . 聚焦股权投资行业人物、事件、数据、研究、政策解读，提供专业视角和深度洞见 | 创投圈有趣的灵魂 将投中网设为"星标⭐"，第一时间收获最新推送 李泽湘迎来了自己的"双IPO大年"。 作者丨 陈美 来源丨 投中网 今日，港交所18C板块迎来硬科技重磅玩家。 总部位于长沙的希迪智驾正式登陆资本市场，成为"自动驾驶矿卡第一股"。盘面上，希迪智驾开盘后市值达115亿港元。 作为第七家18C板块公司，希迪智驾曾三次交表，目前已发展成为累计交付110套自动驾驶系统、服务152家全球客户，营收 三年暴涨12倍的自动驾驶企业。 来自灼识咨询的数据显示，希迪智驾在中国所有智能驾驶商用车公司中排名第六，市场份额约为5.2%。2024年，公司于智能 驾驶商用车市场的产品销售收入约为2.5亿元，以产品销售基准计约占16.8%的市场份额。 有意思的是，在前脚迎来希迪智驾这一自动驾驶IPO之后，后脚李泽湘投资的卧安机器人也通过港交所聆讯。这使得在2025年 年底这一时刻，这位港科大教授迎来"双IPO之年"。 缘起湖湘，"自动驾驶矿卡"诞生 希迪智驾的故事，源于一场"用技术改变传统产 ...

证券日报网讯 12月18日，万集科技在互动平台回答投资者提问时表示，公司核心业务聚焦智能交通领 域，车路云一体化解决方案是公司重点布局方向，目前已将V2X技术与激光雷达深度融合，形成具备车 路协同感知能力的智能交通解决方案，并积极参与车路云一体化试点城市项目建设。公司持续投入研发 资源优化车路协同算法、提升激光雷达与V2X设备的协同性能。 （文章来源：证券日报） ...

Core Viewpoint - Jin Yi Technology announced its competitive advantages in the rapidly developing smart transportation and vehicle-road collaboration market, leveraging its "Transportation + IT" dual-genetic drive and full-stack technical service capabilities [1] Group 1: Smart Highway Tolling - The company maintains its technological leadership in the smart highway tolling sector through the integration of "ETC + AI + Edge Computing," achieving large-scale implementation of unmanned toll stations [1] Group 2: Urban Digital Transportation - Jin Yi Technology has established a "Vehicle-Energy-Road-Cloud-Park" closed-loop capability in urban digital transportation, actively participating in the construction of several national-level intelligent connected demonstration zones [1] Group 3: Vehicle-Road Collaboration - As the leading unit of the Ministry of Transport's key technology research center for intelligent vehicle-road collaboration, the company has developed a comprehensive "Vehicle-Road-Cloud Integration" solution covering the entire technology chain of DSRC/4G/5G-V2X and is involved in multiple national pilot projects [1] Group 4: Automotive Electronics - The company has established targeted collaborations with dozens of OEMs, serving both new energy and traditional automotive enterprises [1] Group 5: Future Strategies - In 2024, the company successfully completed the C-V2X "Four Cross" practical verification, further solidifying its experience in intelligent connected infrastructure construction [1] - By 2025, the company aims to accelerate the development of core product lines around the "Sensing, Control, and Integration" strategy, actively building a comprehensive ecosystem for smart transportation [1] Group 6: Competitive Barriers - To build differentiated competitive barriers, the company relies on its full-stack technical capabilities, deepening the "Vehicle-Road-Cloud + ETC" integration innovation model and adopting an "F + EPC + O" integrated business model [1] - The company continues to enhance its brand influence and market position through leading industry standard formulation, maintaining a first-mover advantage in V2X technology, and deepening strategic cooperation with OEMs and government platforms [1]

Core Insights - The development of "Vehicle-Road-Cloud Integration" in China's intelligent connected vehicles has achieved significant milestones since the first pilot applications were confirmed in July 2024 [1] - C-V2X (Cellular Vehicle-to-Everything) technology has become a global focus in the competition for intelligent connected vehicles, with many countries accelerating its deployment [1][3] Group 1: C-V2X Technology Development - China is a pioneer in proposing and promoting C-V2X technology standards and has conducted extensive research and practical applications in this area [3] - C-V2X technology primarily addresses safety issues for intelligent connected vehicles by enabling real-time communication between vehicles and roadside infrastructure [3][4] - The company has developed a complete range of C-V2X products and solutions, including vehicle-road collaboration, intelligent driving, and smart cockpit technologies [3] Group 2: Implementation and Infrastructure - The company has participated in the planning and construction of "Vehicle-Road-Cloud Integration" projects, completing over 2,000 kilometers of smart highway vehicle-road collaboration modifications [4] - In major cities like Beijing and Wuxi, the company has deployed extensive roadside infrastructure to enhance traffic management and improve the safety of intelligent connected vehicles [4][5] - Wuxi has become a model city for vehicle networking, implementing digital signal services for traffic management that directly communicate with vehicles [4] Group 3: Collaboration and Market Expansion - The company has collaborated with various automotive manufacturers and telecom companies to enhance C-V2X penetration rates among operational vehicles, which can significantly improve overall traffic safety [6] - The company is exploring new ecosystems for intelligent connected vehicles through partnerships, such as the establishment of a joint venture in Hubei province [5][6] - The company emphasizes the complementary relationship between C-V2X and emerging 5G-A technologies, highlighting their distinct roles in enhancing smart transportation systems [6] Group 4: Future Directions - The company is developing innovative solutions for smart cockpits, focusing on safety as a primary concern while integrating various intelligent functions [7] - The future development of intelligent driving and smart cockpit technologies will involve a unified approach to manage all intelligent features of vehicles [7] - The company aims to provide a comprehensive "Chinese solution" for the "Vehicle-Road-Cloud Integration," enhancing safety, efficiency, and collaboration in smart transportation [7]

Core Viewpoint - Dongguan Qunshang Optoelectronics Co., Ltd. held an online performance briefing on September 19, 2025, where the management discussed the company's operational status and business layout, revealing a revenue of 263 million yuan for the first half of the year, representing an 18.8% year-on-year increase [1][2]. Group 1: Financial Performance - The company achieved a revenue of 263 million yuan in the first half of 2025, marking an 18.8% increase compared to the same period last year [1]. - The company plans to continue expanding both domestic and international markets in the second half of the year and accelerate project construction progress [1]. Group 2: Business Strategy - The company is focusing on opportunities presented by the "new infrastructure" policy, leveraging its smart pole technology to launch integrated solutions that include smart poles, smart boxes, RSU roadside units, MEC edge computing devices, and holographic digital intersection platforms [2]. - Management expressed confidence in future development and is actively working to improve the company's fundamentals and enhance core competitiveness [2]. Group 3: Shareholder and Market Concerns - The company has not triggered any delisting risk warnings according to Shenzhen Stock Exchange regulations [3]. - In response to concerns about cash flow management, the company explained that it engages in entrusted financial management to improve fund utilization efficiency while ensuring normal business operations [3]. - The company has repurchased a total of 16,498,650 shares, accounting for 1.15% of the current total share capital, and will arrange further repurchases as per regulations [3].

Group 1: Company Performance - The company achieved a revenue of 18.8 billion yuan in the first half of the year, representing a year-on-year increase of 2.63% [1] - The company has experienced three consecutive years of losses and is focusing on improving profitability through enhanced management and market expansion [1][2] - As of September 19, the company has not triggered any delisting risk warnings according to Shenzhen Stock Exchange regulations [2] Group 2: Market Strategy and Product Development - The company is actively developing integrated solutions in the "vehicle-road-cloud" sector, leveraging its smart pole technology [1] - Management is confident in the company's future and is taking multiple actions to strengthen core competitiveness and improve operational performance [2] - The company has repurchased 16,498,650 shares, accounting for 1.15% of the total share capital, to enhance shareholder value [3] Group 3: Investor Relations and Communication - Investors are encouraged to refer to the company's periodic reports for detailed performance updates [2] - The company maintains that its cash flow is sufficient to support operations while also engaging in low-interest financial investments to enhance fund efficiency [3] - The company assures that there are no undisclosed significant issues affecting its operations [2]