亿欧汽车重磅发布《2026中国科技出行产业10大战略技术趋势展望》报告，旨在为产业链决策者提供一份面向未来的关键行动指南。 本报告从企业降本增效、用户体验升维、生态协同创新三大战略维度出发，深度解构2026年产业竞争格局重塑背后的核心技术驱动力。 在智能化、电动化与人工智能技术加速融合的浪潮下，中国科技出行产业正迎来一场深刻的系统性变革。 在全球汽车产业竞争加剧、技术迭代加速、价格压力与盈利模式重塑并行的背景下，产业正由增量扩张阶段转入以效率、规模与体系能力为核心的高质量 发展阶段。 基于对产业链长期跟踪研究、与行业专家以及多家企业的深度调研交流，亿欧汽车研究院持续多年发布科技出行与汽车智能化相关技术趋势报告，形成了 对产业演进路径的系统性洞察。 在此基础上，亿欧汽车重磅发布《2026中国科技出行产业10大战略技术趋势展望》报告，旨在为产业链决策者提供一份面向未来的关键行动指南。 本报告从企业降本增效、用户体验升维、生态协同创新三大战略维度出发，深度解构2026年产业竞争格局重塑背后的核心技术驱动力。 趋势一： Chiplet重构车载芯片架构， 打造智能汽车超级大脑 传统单芯片SoC已难以支撑 L3+自动驾驶 ...

Core Viewpoint - Huayang Group has recently engaged in intensive institutional research, highlighting significant advancements in its core business areas, including HUD products, AI Box innovations, two-wheeler market expansion, and precision die-casting business development [1][3]. Group 1: Investor Activity - The investor relations activity was categorized as "specific object research" and took place at Huayang Industrial Park in Huizhou, Guangdong Province, with participation from five institutions including Bin Yuan Capital and Huaxi Securities [2]. Group 2: Core Business Progress - Huayang Group reported substantial progress in its automotive electronics and precision manufacturing sectors, with multiple products achieving breakthroughs in market expansion and technological application [3]. - HUD Products: The company has shipped over 4 million units globally, with new orders for AR-HUD and VPD products from major automotive clients such as Geely, Xpeng, and BYD. The market position remains strong, with expectations for further growth as new projects enter mass production [3][4]. - AI Box Products: The company has launched AI Box to address edge computing needs in automotive intelligence, securing platform-level projects with well-known domestic car manufacturers. This product enhances data processing capabilities while ensuring user data security [3][4]. - Two-Wheeler Market: Huayang Group has successfully entered the two-wheeler market, obtaining multiple projects for LCD instruments and domain controllers, leveraging over 20 years of experience in automotive electronics [4]. - Precision Die-Casting Business: The company has seen significant growth in magnesium and zinc alloy orders, with magnesium alloys being used in lightweight automotive components and zinc alloys expanding into telecommunications and 3C sectors [4].

《2026 中国科技出行产业 10 大战略技术趋势展望》由亿欧智库发布，聚焦自动驾驶、出行科技与新能源等关键领域，围绕企业降本增效、用户体验升 级、生态创新发展三大核心维度，梳理出 2026 年产业核心战略技术趋势，为行业企业、投资者等提供参考。 一、企业降本增效维度 Chiplet 技术成车载芯片核心：L3 级自动驾驶商业化提速推动车载电子架构向 HPC 主导的整车集中式升级，Chiplet 技术通过 "芯粒拆分 - 按需制造 - 集成 封装" 模式，破解传统 SoC 算力与成本、功耗的矛盾，2026 年有望成为车载 HPC 标配。 AI Box 满足灵活算力需求：大模型上车催生激增算力需求，AI Box 作为即插即用的独立计算单元，可在不改动车辆原有架构的前提下提供本地算力， 2026 年大概率成为市场放量元年，当前聚焦智能座舱，未来将拓展至智驾及车身控制域。 车规级芯片国产化全面推进：智能电动汽车市场增长带动车规级芯片需求，基础型车规芯片因 "成本可控 + 交付稳定 + 本地服务" 需求成为国产化突破 口，2026 年通信芯片与功率半导体将迎来规模化替代窗口期，国际巨头与本土厂商形成分化竞争格局。 48 ...

Core Insights - The report outlines ten strategic technology trends in China's technology mobility industry for 2026, focusing on cost reduction, user experience enhancement, and ecological innovation [1][4][5]. Group 1: Cost Reduction and Efficiency Enhancement - The Chiplet technology is expected to drive the iteration of vehicle chip architecture, addressing the conflict between computing power and energy efficiency [1][7]. - The automotive industry is moving towards comprehensive domestic production of automotive-grade chips, with a significant shift in the communication and power semiconductor sectors anticipated by 2026 [1][13][16]. Group 2: User Experience Enhancement - The AI Box is emerging as a flexible solution for on-vehicle AI computing, enabling local operation of large models (7B and above) without altering existing vehicle hardware [1][11][12]. - The transition to a 3.0 era of smart cockpits is expected, driven by the innovative reasoning capabilities of large models, enhancing user interaction and experience [1][25][27]. Group 3: Ecological Innovation Development - The introduction of vehicle-mounted optical communication technology is projected to alleviate bandwidth crises, with pilot projects expected to commence in 2026 [1][17][21]. - The 48V low-voltage architecture is anticipated to gradually be adopted in vehicles, supporting the application of high-power intelligent components [1][19][22]. - The line control steering technology is set to scale up, with the integration of chassis control across X/Y/Z axes accelerating [1][23][24]. Group 4: Safety and Rational Development - The L3 level of autonomous driving is expected to see phased implementation, with a focus on safety and rational development in the industry [1][28][32]. - The industry is shifting from an overemphasis on technology competition to a balanced approach prioritizing safety and user experience [1][28][32]. Group 5: Interaction and Experience Innovation - In the context of homogenization of central screens, smaller screens are expected to create differentiated multi-touchpoint interaction experiences [1][30][33]. - The evolution of smart cockpits is moving towards a system that perceives, thinks, and collaborates, enhancing the interaction between humans, vehicles, and the environment [1][30][33]. Group 6: Physical AI and Ecosystem Collaboration - Physical AI technology is anticipated to facilitate multi-ecosystem collaboration, aiding manufacturers and supply chains in diversifying their business layouts [1][34][36]. - The core capabilities of Physical AI are expected to be rapidly reused across various applications, including humanoid robots and low-altitude flying vehicles, enhancing the value potential of the supply chain [1][36][38].

Core Insights - The automotive industry is rapidly transitioning towards digitalization, intelligence, connectivity, and electrification, with a focus on building a globally competitive smart in-car service system [1] - Huawei's HMS for Car aims to enhance the localized experience of smart cockpits to address the diverse user habits and ecosystem applications across different regional markets [2] Group 1: HMS for Car Overview - Huawei has developed the HMS for Car integrated smart in-car solution, which includes four core capabilities: maps, voice, ecosystem, and connectivity services, to help automotive companies establish a differentiated competitive advantage globally [2] - The focus has shifted from merely addressing the "existence" of services to integrating into local ecosystems and enhancing product localization [2][4] Group 2: Core Capabilities - The AI Box upgrade allows for proactive understanding and natural communication, achieving a 90% accuracy rate in recognizing local accents and supporting 16 Chinese dialects and 13 global languages [4] - The Service Box serves as a bridge for localizing in-car ecosystems, adapting top-tier applications based on user habits in different countries [4][5] - The Net Box enhances network stability by leveraging 11 years of technology accumulation and integrating resources from over 150 operators across 100+ countries [5] - The Map Box focuses on real-time updates and local map data accuracy, supported by research centers in Munich and the Netherlands, and integrates over 280 million POI data for precise navigation [5] Group 3: Integration and Collaboration - HMS for Car is evolving into a "personal travel assistant" by integrating multiple business functions and enabling seamless connections between navigation, vehicle control, and services [7] - The system provides compliance and security assurances, having supported over 70 vehicle models globally [8] Group 4: Industry Collaboration and Innovations - The collaboration with automaker Seres has led to the development of a smart automotive ecosystem, enhancing user experience through AI algorithms and multi-scenario intelligent functions [9] - Long-term cooperation with Great Wall Motors has resulted in significant improvements in navigation accuracy and stability, with new capabilities being introduced in upcoming products [11] - Partnerships with content providers like Tencent Music have enabled the creation of an AI music recommendation system that enhances the in-car entertainment experience [13] Group 5: Enhancing User Experience - The collaboration with Shenzhen Shunyi Technology has led to the development of convenient parking services, allowing users to reserve parking spots and pay fees through voice commands [15] - TomTom's integration of dynamic mapping capabilities supports real-time navigation and traffic updates, enhancing the overall driving experience [17] Group 6: Future Outlook - HMS for Car is set to continue its evolution from "going out" to "going in," focusing on systematic capability development and co-creating new smart travel experiences with partners [18]

Core Insights - The automotive industry is rapidly transitioning towards digitalization, intelligence, connectivity, and electrification, with a focus on building a globally competitive intelligent in-car service system [1] - Huawei's HMS for Car aims to enhance the localization experience of smart cockpits to meet diverse regional market needs, moving from merely supporting car companies to integrating into local ecosystems [2] Group 1: HMS for Car Capabilities - HMS for Car integrates four core capabilities: maps, voice, ecosystem, and connectivity services, providing a comprehensive intelligent in-car solution that has already supported multiple car manufacturers [1] - The AI Box upgrade allows for proactive understanding and natural communication, achieving a 90% accuracy rate in recognizing local accents and supporting 16 Chinese dialects and 13 global languages [4] - Service Box acts as a bridge for local ecosystem adaptation, enhancing user familiarity with local applications and supporting diverse interaction methods [4] - Net Box enhances network stability for in-car services, covering over 100 countries and integrating resources from 150 operators [4] Group 2: Navigation and Mapping Enhancements - Map Box focuses on creating a differentiated product experience with real-time updates, supported by local research institutes in Munich and the Netherlands [5] - The collaboration with overseas map providers has resulted in over 280 million Points of Interest (POI) data, improving navigation accuracy and efficiency [5] Group 3: Integration and User Experience - HMS for Car is evolving into a "personal travel assistant," integrating various services such as navigation, vehicle control, and entertainment into a seamless user experience [7] - The system can understand the entire travel cycle, automatically planning routes and recommending services along the way [7] - Over 70 vehicle models globally have successfully integrated HMS for Car solutions [7] Group 4: Collaborative Innovations - The partnership with automaker Seres has led to the development of a smart automotive ecosystem, enhancing user experience through AI algorithms and multi-scenario intelligent functions [8] - Long-term collaboration with Great Wall Motors has resulted in significant improvements in navigation precision and stability, with new capabilities set to debut in December [10] - Collaborations with content partners like Tencent Music have led to the creation of an AI music recommendation system tailored to user travel scenarios [13] Group 5: Parking and Navigation Solutions - The partnership with Shenzhen Shunyi Tong has resulted in a convenient parking experience through features like space reservation and voice-activated payment [15] - TomTom's integration of radar perception and data fusion has enhanced the accuracy and reliability of global map data for the "live map" capabilities [17] Group 6: Future Outlook - The forum highlighted the evolution of HMS for Car from "going out" to "going in," emphasizing ongoing upgrades and partnerships to create new intelligent travel experiences [19]

Summary of Zhongke Chuangda Conference Call Company Overview - Zhongke Chuangda focuses on AIOS as its core strategy, integrating AI chip trends to innovate and launch M1 to M4 series products primarily for the automotive sector [2][5] - The company has established a complete product line centered around computing in the IoT business, including handheld terminals, smart vision, edge computing, smart meeting systems, and AI-enabled devices [2][6] Key Industry Insights - The automotive industry is transitioning from software-defined vehicles to AI-defined vehicles, with Zhongke Chuangda's AIOS and AI Box driving this change [2][8][16] - The industrial mobile robotics sector is seeing Zhongke Chuangda position itself as a comprehensive robotics company, integrating software development, hardware design, and manufacturing to meet automation needs [2][7] Financial Performance - In 2025, Zhongke Chuangda's overall operating conditions remain healthy despite some pressure on operating cash flow due to project and payment cycles [3] - The company expects overseas market growth to outpace domestic market growth, particularly in the automotive sector [3] Strategic Collaborations - Zhongke Chuangda employs an ecosystem sales strategy, collaborating with chip manufacturers, OS vendors, large model vendors, and internet companies to build a robust ecosystem [4][15] - The partnership with ByteDance in the IoT sector has deepened, establishing a joint laboratory to empower automotive and IoT clients [4][21] Product Development and Innovation - The AIOS strategy drives the development of various products, including the AI Box, which offers up to 200 TOPS computing power and supports 7B models on the edge [5][16] - The company has launched new AMR robots at the 2025 Asia Logistics Exhibition, showcasing its commitment to innovation in robotics [2][24] Market Trends and Future Outlook - The IoT business is expected to continue its rapid growth, driven by a strong AIoT platform and diversified product offerings [10][12] - Zhongke Chuangda anticipates significant growth in AI PCs, AR glasses, and handheld terminal devices in 2025, with a focus on integrating new solutions for clients [14] Sales and Marketing Strategy - The sales strategy is centered on ecosystem collaboration rather than increasing the number of sales personnel, relying on core technology and engineering culture [4][15] - The company maintains a stable sales team while leveraging partnerships to drive product adoption [15] Conclusion - Zhongke Chuangda is well-positioned for future growth with a strong focus on AIOS, strategic partnerships, and a commitment to innovation across various sectors, particularly in automotive and IoT [2][8][22]

Core Insights - The company, Luxshare Precision (002475.SZ), conducted an investor relations activity from November 20 to 26, 2025, in Dongguan, Guangdong, attracting over 200 renowned domestic and international institutions, including Goldman Sachs and BlackRock [1] Business Strategy and Development - The company emphasizes cross-domain collaboration and long-termism as key traits for its success in new markets, particularly in automotive and AI computing sectors, aiming to be among the top three in each field within five years [2] - The automotive segment has established four product lines: connectors, wiring harnesses, domain controllers, and intelligent chassis, with a goal to become the largest automotive connector manufacturer in China by 2027 [5] Consumer Electronics - The company is leveraging both OEM and ODM strategies to shorten product development cycles and enhance manufacturing processes, with a focus on AI hardware such as AI Boxes and smart glasses [3] Data Center Business - The data center segment is experiencing growth driven by advancements in power supply and cooling technologies, with the 448G CPC copper connection technology expected to become mainstream [4] AI and Robotics - The company is enhancing manufacturing efficiency through an "AI smart employee" system and plans to launch a highly automated "Manufacturing 2.0" production line by 2026, with a focus on industrial applications [6] Growth Expectations - The management anticipates significant growth across power modules, optical modules, electrical connections, and cooling solutions, with power modules expected to see the fastest growth [8] Technical Strategy - The company maintains that copper connection technology will coexist with optical technology, emphasizing the continued relevance of 448G copper connections in the market [9] Profit Structure in Automotive Business - The wiring harness segment provides stable cash flow, while domain controllers and intelligent chassis are expected to become major growth drivers post-2026 [10] Overseas Expansion - Vietnam remains the preferred location for capacity transfer, but the company is diversifying its production footprint in Southeast Asia to mitigate geopolitical risks [11]

Summary of Zhongke Chuangda Conference Call Company Overview - Zhongke Chuangda reported a revenue of 5.148 billion yuan in the first half of 2023, representing a year-on-year growth of 39.34% [2][4] - The net profit attributable to shareholders was 229 million yuan, with a year-on-year increase of 50.72%, indicating significant performance growth [2][4] Core Strategic Focus - The company's core strategy is the transformation towards an AI-driven Operating System (AIOS), collaborating with major model manufacturers like ByteDance and Mianbi Intelligence to build a global ecological platform [2][6] - Zhongke Chuangda has achieved edge deployment of 14B and 7B multimodal models in the automotive sector based on Qualcomm and NVIDIA platforms, launching products like Airbox to accelerate automotive intelligence [2][5] Business Segments IoT Business - The IoT business is experiencing rapid growth, driven by technological iterations and increasing user demand, particularly in domestic and international markets across various business scenarios [2][8] - The company expects continued high-speed growth in the IoT sector, focusing on enhancing technical capabilities and exploring new market opportunities [8] AIOS Development - Zhongke Chuangda has been dedicated to operating system development since its establishment in 2008, gradually shifting towards AIOS as AI technology evolves [5][6] - The company integrates AI natively into operating systems based on Linux and Android, transitioning from traditional control-based OS to decision-making OS [5] Automotive Sector - The automotive business, established in 2013, is moving towards a stable development phase, with AIOS positioned to leverage the complex applications in this sector [10][11] - The company believes that the transition from software-defined vehicles to AI-defined vehicles will present significant industry opportunities [11] Robotics Sector - Zhongke Chuangda has launched several robotic products aimed at industrial and logistics applications, integrating industrial IoT and visual solutions to enhance its product offerings [18] Research and Development - The company continues to increase R&D investment, particularly in AIOS platform development and multi-chip capabilities, while flexibly adjusting personnel to meet new business and technology demands [3][19] Market Strategy - Zhongke Chuangda's strategy combines platform-based development with vertical scene applications, ensuring robust growth across various sectors including smartphones, IoT, smart vehicles, and robotics [9][15] - The company emphasizes collaboration with major chip manufacturers like Qualcomm and NVIDIA to support cross-platform operating systems [17] Future Outlook - The company maintains an optimistic outlook for 2026, focusing on technology development and global strategic partnerships to capture emerging industry opportunities [7][16] - The IoT business is expected to play an increasingly important role in overall performance, driven by continuous technological advancements and user demand [8] Key Product Launches - The AI Box, launched in September at the International Motor Show in Germany, addresses the computational power shortage associated with large models in vehicles, providing a comprehensive AI computing solution [12] Challenges and Opportunities - The fragmentation of the IoT market presents challenges, but Zhongke Chuangda views it as an opportunity to leverage its universal platform to meet diverse customer needs [13][14]

Summary of the Conference Call for Zhongke Chuangda Industry and Company Overview - The conference call pertains to Zhongke Chuangda, a company focused on AI operating systems (AIOS) and solutions in the automotive sector, among other areas [2][3][4]. Key Financial Performance - For the first three quarters of 2025, Zhongke Chuangda reported revenue of 5.148 billion CNY, a year-on-year increase of 39.34% [2][3]. - The net profit attributable to shareholders was 229 million CNY, reflecting a growth of 50.72% year-on-year [2][3]. - In Q3 2025 alone, the company achieved revenue of 1.848 billion CNY, up 42.87% year-on-year, with a net profit of 70.568 million CNY, marking a 48.26% increase [3]. Strategic Focus and R&D Investments - The company is concentrating on the development and implementation of AIOS, integrating Enjoy OS with Linux OS to create AI native systems [2][4][6]. - AIOS products are designed to revolutionize operating systems with features like generative UI and multi-modal interactions [4]. - Zhongke Chuangda is enhancing its ecosystem, particularly in the automotive sector, to support Chinese enterprises in expanding overseas [2][8]. Automotive Sector Developments - The company has launched the Drip AIOS platform in the automotive field, with the first mass-produced model released in September 2025 [6][10]. - Zhongke Chuangda's automotive business is growing steadily, covering major global car manufacturers and introducing AI Box products based on NVIDIA Drive AGX chips, offering up to 200 TOPS of AI computing power [5][12]. - The company aims to address AI computing bottlenecks and enhance user interaction through cloud and vehicle integration [12]. Global Expansion and Ecosystem Building - The rapid growth of overseas business is attributed to advancements in IoT, smart automotive, and intelligent software sectors [5][11]. - Zhongke Chuangda has established R&D centers in 16 countries, focusing on providing end-to-end services and expanding its global footprint [12]. - The company is also exploring new business models to improve overall efficiency and effectiveness [9]. Collaborations and Partnerships - The company maintains close collaboration with Qualcomm, focusing on driving platforms and cockpit integration, with significant developments on the Qualcomm 8,797 platform [10]. - Partnerships with NVIDIA for Robot Taxi and cockpit solutions have led to the launch of new products, showcasing the company's commitment to innovation in AI and automotive technology [15]. Future Outlook - Zhongke Chuangda expresses confidence in the rapid development of the AI industry and plans to continue strengthening its global strategy and product offerings [12][16]. - The company anticipates sustained growth in its automotive business and is committed to integrating AI capabilities across various platforms and applications [12][13]. Additional Insights - The company is not directly developing autonomous driving algorithms but focuses on cockpit operating systems and related solutions, collaborating with third-party algorithm providers [13]. - Future product developments based on Qualcomm's latest chips are expected, although specific details are not yet disclosed [14].