芯片超人现有 1600平米 芯片智能仓储基地，现货库存型号 1000+ ，品牌高达 100种 ， 5000万颗 现 货库存芯片，总重量 10吨 ，库存价值高达 1亿+ 。同时，芯片超人在深圳设有独立实验室，每颗物料 均 安排QC质检 。 电脑可以登录网页版：dl.icsuperman.com 推荐阅读： 点击查看往期内容 累计服务2万用户 打折清库存，最快半天完成交易 找不到，卖不掉，价格还想再好点 来我们【工厂呆料】小程序看看 求购以下料号 | 品牌 | 型号 | 数量 | | --- | --- | --- | | 乐鑫 | ESP32-C3FH4 | 20K | | 光宝 | LTST-C194KGKT | 30K | | HY | HYG011N04LS1C2 | 960PCS | | TI | LM5116MHX/NOPB | 20K | | TI | LM5013DDAR | 7500PCS | | TI | TPS56428DDAR | 32500PCS | | 安世 | BAS85,115 | 40K | | 赛灵思 | XCZU47DR-2FFVE1156I | 200PCS | | 优势物 ...

智通财经APP获悉，据港交所6月27日披露，豪威集成电路(集团)股份有限公司(简称：豪威集团(603501.SH))向港交所主板递交上市申请，瑞银集团、中金公 司、PASCHK、GFSHK为联席保荐人。 此外，豪威集团于2024年新成立了的机器视觉部门。公司于2024年4月发布了OG09A10，这是我们适用于工厂自动化和ITS的大呎寸全局快门解决方案，基 于公司的专利PureCel®Plus-S晶片堆叠架构。公司还发布了由OG02B10彩色全域快门(GlobalShutter)图像传感器和OAX4000ASIC图像信号处理器(ISP)组成的 整体摄像头解决方案。除上述产品外，公司亦推出BSI像素尺寸为2.2微米的OG05B1B和OG01H1B传感器，以及BSI像素尺寸为3.45微米的OG02C10/1B、 OG03A10/1B和OG05C10/1B传感器。 业绩方面，于2022年度、2023年度、2024年度，豪威集团实现收入分别约为200.40亿元、209.84亿元、257.07亿元人民币；同期，毛利分别约为47.41亿元、 41.84亿元、72.39亿元人民币。 | 纂]項下的[编纂]數目 .. | | ...

Company Overview - SineuGene, established at the end of 2021, focuses on gene therapy for neurological diseases, leveraging over a decade of foundational research from Professor Jia Yichang's laboratory at Tsinghua University [6][7] - The company has developed various animal disease models, including fruit flies, mice, and Bama pigs, to identify reliable drug targets [7] - SineuGene has established a platform for AAV screening targeting the central nervous system, aiming to create highly targeted, efficient, and low-immunogenic AAV serotypes [7] Product Development - SNUG01, the first-in-class gene therapy product developed by SineuGene, targets TRIM72 and is the first gene therapy product globally to do so [4] - The therapy utilizes recombinant adeno-associated virus type 9 (rAAV9) for precise delivery of the human TRIM72 gene to neurons via intrathecal injection [4] - Preclinical studies indicate that TRIM72 may protect neurons through multiple mechanisms, potentially delaying the degenerative progression of motor neurons in ALS patients [4] Regulatory Milestones - SNUG01 received Orphan Drug Designation (ODD) from the FDA for the treatment of amyotrophic lateral sclerosis (ALS), which is a significant milestone following its clinical trial approval [3][4] - The ODD status provides several benefits, including a 25% tax credit on clinical research costs, exemption from up to $3 million in Biologics License Application fees, and 7 years of market exclusivity post-approval [3] - This designation is expected to accelerate the development and market entry of SNUG01, ultimately benefiting ALS patients in need of effective treatments [3] Clinical Research - The upcoming I/IIa phase international multicenter registration clinical trial aims to assess the safety, tolerability, and preliminary efficacy of SNUG01 in adult ALS patients [3][4] - The trial is designed to ensure that patients in both China and the U.S. can benefit from the treatment simultaneously [3] Disease Context - ALS is a progressive and fatal neurodegenerative disease affecting both upper and lower motor neurons, leading to muscle weakness and atrophy, with a median survival of only 3-5 years [5] - Currently, there are no curative treatments available, and existing therapies only provide limited disease progression delay [5]

Group 1 - The core viewpoint of the articles highlights the recognition of Luyuan Group as one of the "Top 500 Most Valuable Brands in China" with a brand valuation of 10.635 billion yuan, marking a significant milestone for the two-wheeled electric vehicle industry in China [1] - Luyuan Group's strategic positioning has evolved to become a leader in "all-scenario light mobility solutions," transitioning from a single brand operation to a multi-brand structure to meet diverse consumer needs [3] - The introduction of the LYVA brand and the Delta G01-Sport model showcases Luyuan's commitment to integrating AI technology and health concepts into its products, enhancing user experience [5] Group 2 - Luyuan Group is recognized as a pioneer in the two-wheeled electric vehicle sector, contributing to national standards and leading in core technology and smart manufacturing, with a focus on independent R&D [8] - The company has made significant advancements in key technologies, including battery and electric control systems, ensuring reliable and durable smart mobility solutions, which have garnered consumer trust [9] - With over 1,200 patents filed, including 12 for liquid cooling systems, Luyuan has received multiple national science and technology awards, reinforcing its technological leadership in the industry [11] Group 3 - The continuous strong performance of Luyuan Group in authoritative rankings reflects the overall rise of Chinese brands and their growing competitiveness in the global market [11] - Luyuan's recognition as a top brand not only validates its brand equity, technological strength, and market influence but also affirms its strategic transformation and growth potential [11] - The company's innovative development path serves as a practical example for the transformation and upgrading of China's manufacturing industry, showcasing the vitality of Chinese brands in global competition [11]

Core Insights - The article discusses the evolution of the domestic new energy vehicle (NEV) market, highlighting a shift from policy-driven to consumer-driven growth, with penetration rates increasing rapidly between 10% and 50% [1] - The emergence of intelligent driving (智驾) is seen as a new opportunity for market restructuring, with expectations for significant advancements in technology and cost reduction by 2025 [1] - Companies with strong core technologies and cost control are expected to capture higher market shares, with XPeng Motors identified as a potential leader in the intelligent driving wave [1] Group 1: Industry Trends - The NEV market is transitioning towards consumer-driven demand, with significant growth in penetration rates [1] - Intelligent driving technology is anticipated to enhance user experience and reduce costs, leading to increased market share for companies excelling in these areas [1] - 2025 is projected to be a pivotal year for the increase in intelligent driving penetration [1] Group 2: Company Strategy - XPeng Motors is launching a new product strategy over the next three years, with a focus on a diverse product matrix to cover all categories of intelligent mobility [2] - The company plans to initiate a product iteration cycle starting in Q3 2024, with several strategic models expected to launch in 2025 [2] - XPeng's AI-driven intelligent driving capabilities and improved vehicle lineup are expected to significantly boost sales and profitability [2] Group 3: Financial Projections - The company is projected to achieve revenues of 99.1 billion yuan in 2025, with a price-to-sales ratio of 1.4X [2] - The combination of scale enhancement, cost reduction from platform and technology, and expansion of software profitability models is expected to provide substantial financial flexibility [2] - The ongoing advancements in AI and intelligent driving are seen as key components in establishing a competitive edge in the automotive industry [2]

Core Viewpoint - The company Vatti has launched its "Fourth National Store Linkage" promotional event, integrating government and enterprise subsidies, new product launches, and service upgrades to enhance consumer experience in the high-end kitchen appliance market [1][10]. Group 1: Promotional Activities - The promotional event runs from March 24 to May 5, covering nearly 1,000 stores nationwide and offering a comprehensive kitchen renovation experience [1]. - Vatti's "Government and Enterprise Dual Subsidy" policy allows consumers to enjoy up to 35% in combined subsidies when purchasing kitchen appliances, significantly reducing renovation costs [3]. - The event includes six free service offerings, such as free delivery, installation, and design services, creating a hassle-free renovation experience for consumers [3]. Group 2: Product Launches - Vatti has introduced over ten new products across various categories, including the E6076Z range hood priced at 4,999 yuan, and the Z8E36 and 8E22 stoves priced at 2,799 yuan and 2,599 yuan respectively [4]. - The new "Beauty Bath" water heater features "water nurturing skin" technology, which has shown significant improvements in skin hydration and elasticity during a 28-day testing period [6]. - The B6S dishwasher has won the Innovation Award at the 2025 AWE and boasts a cleaning coverage rate of over 99.9%, along with advanced disinfection capabilities [8]. Group 3: Market Positioning - The event aims to strengthen Vatti's leadership position in the high-end kitchen appliance market by leveraging policies, product variety, and service enhancements [10]. - The promotional activities are designed to activate consumer spending potential in the kitchen appliance sector, particularly in the context of the ongoing market recovery [10].

Core Viewpoint - The Chinese electric two-wheeler industry is rapidly transitioning to a technology-driven sector, with eBikes emerging as a significant growth engine in the global market. The company, Luyuan Group Holdings, has strategically positioned itself in the high-end market by launching the LYVA brand, which focuses on the diverse needs of urban middle-class consumers and creates an AI-driven smart mobility ecosystem that integrates commuting, sports, and leisure [1][7]. Group 1 - Luyuan Group has been recognized for its technological innovation, winning the China Light Industry Federation Science and Technology Progress Award for its "mid-mounted power system sports fitness electric bicycle," highlighting its leadership in the electric bicycle industry [3][5]. - The company has received the China Light Industry Federation Science and Technology Award five times, reinforcing its growth logic driven by research and development, focusing on core technology rather than superficial design improvements [5]. - Innovations such as liquid-cooled motors and digital battery maintenance technology have been developed to address fundamental technical challenges, providing Luyuan with a significant competitive advantage in a homogenized market [5][6]. Group 2 - The newly awarded "mid-mounted power system sports fitness electric bicycle" addresses several issues associated with traditional mid-mounted motors, such as high-temperature performance degradation and short lifespan, by implementing a dual-chamber independent liquid cooling structure [6]. - The global eBike market is projected to reach $50.14 billion in 2024 and $148.07 billion by 2032, with a compound annual growth rate of 14.6%, indicating a lucrative opportunity for Luyuan's LYVA brand to capture a second growth curve [7]. - Despite facing market demand challenges and intensified competition, Luyuan has achieved steady growth through technological empowerment, product optimization, and supply chain management, positioning itself as a differentiated player in the market [8].

对于第二季度，小鹏汽车预计营收将在175亿元至187亿元之间，同比增长约115.7%至130.5%；交付量 预计达到10.2万至10.8万辆，同比增幅高达237.7%至257.5%。若达成目标，小鹏汽车将首次实现单季度 交付量突破10万辆，进一步巩固其市场地位。 在今晚的财报电话会议上，小鹏汽车董事长何小鹏公布了后续的新品规划：6 月启动 G7 的预热发布、 今年第三季度发布 30 万元级豪华运动轿跑全新一代 P7、今年四季度推出鲲鹏超级电混大型 SUV （G01）。 小鹏全新 P7 定位科技时尚豪华轿跑，号称"经历五年的打磨，我们继续以「原创」交出答卷"。何小鹏 表示："全新的小鹏 P7 可能是我们有史以来情感投入最大的一个项目，我们的中外设计团队用非凡的想 象力，原创的时尚美学设计语言，打破枯燥相似的设计思维，引领新的潮流。" 5月21日，小鹏汽车发布2025年第一季度财报。数据显示，公司该季度净亏损6.60亿元，较上年同期的 13.7亿元大幅收窄51.8%，并显著优于市场预期的13.86亿元亏损。在交付量方面，小鹏汽车表现亮眼， 第一季度共交付新车94,008台，同比增长330.8%，创下历史新高。同时 ...

2025年5月5日至8日，2025中国国际自行车展览会在上海新国际博览中心拉开帷幕。绿源集团控股 (02451)旗下高端智能轻出行品牌LYVA(绿力瓦)携G01、G02、Alpha90三大智能产品及全场景生态解决 方案惊艳亮相。 作为两轮出行领域的革新者，LYVA凭借其先锋设计与上海城市精神的深度共鸣，成为展会最受瞩目的 焦点之一，吸引数千名观众、行业专家及媒体代表驻足体验。泰山体育集团董事会主席卞志良、骑行达 人张京坤亲临展位交流，对LYVA的智能轻出行产品给予了高度评价。 先锋设计对话时尚魔都：极简美学诠释都市未来 LYVA的设计语言与上海这座"时尚之都"的先锋气质高度契合。LYVA品牌以极简流线型车身、创新型人 机架构及日本东丽T700碳纤维材质的应用，重新定义城市骑行的美学标准。 作为LYVA品牌的代表性产品，首款搭载"运动处方"的碳纤维智能电助力公路车G01-Sport 由2008年北京 奥运会祥云火炬设计总负责人李凤朗带领国际化团队倾力打造，整车原创一体化设计，不仅更符合亚洲 体型的人机架构，全内走线车架工艺，也极大提升了LYVA G01-Sport 的外观颜值，再搭配独创车语灯 系统，灯光切换实 ...

Investment Rating - The report rates the industry as "Overweight," indicating an expectation for the sector to outperform the overall market [15]. Core Insights - 2025 is anticipated to be a pivotal year for the penetration of intelligent driving (ID) technology, with BYD significantly enhancing consumer awareness of ID features, particularly among users in the 100,000 to 200,000 yuan and above 400,000 yuan price segments [5][6]. - Both Seres and Xpeng Motors are positioned as leaders in the high-end ID sector, benefiting from their technological maturity and user experience, despite competition from companies like Geely and Chery [5][6]. - The product iteration and market performance of both companies are noteworthy, with Xpeng planning multiple model upgrades and new launches, while Seres has seen strong pre-sale orders for its flagship models [7][8]. - The robotics business is emerging as a significant avenue for valuation expansion for both companies, with Xpeng's bionic robot set to be mass-produced by 2026 and Seres leveraging Huawei's technology for its robotics initiatives [8]. Summary by Sections Intelligent Driving Technology - The report highlights that 2025 will mark the acceleration of ID technology adoption, with BYD leading in consumer education and awareness [5][6]. - Seres and Xpeng are expected to benefit significantly from this trend due to their advanced ID technologies and positive user feedback [5][6]. New Vehicle Cycle - Xpeng plans to launch several upgraded models, including the G6, G9, X9, and P7i, alongside new models like G7 and G01, which are expected to stimulate market demand [7]. - Seres has received an overwhelming response for its M9 and M8 models, with pre-sale orders exceeding expectations, indicating strong market interest [7]. Robotics Business - Xpeng's bionic robot is already operational in its Guangzhou factory, with plans for mass production of an L3 humanoid robot by 2026 [8]. - Seres is also advancing in the robotics field, supported by Huawei's technology and local government initiatives, aiming for significant progress within the year [8]. Market Outlook - The combination of advancements in ID technology, new vehicle launches, and robotics initiatives is expected to drive sales and performance growth for both Seres and Xpeng in 2025 [8].