引言 2025 年 ， 仅 半 年 时 间 内 ， ST 、 恩 智 浦 、 瑞 萨 等 头 部 MCU 厂 商 几 乎 同 时 发 布 搭 载 新 型 嵌 入 式 存 储 （ 如 PCM 、 MRAM）的汽车MCU产品，打破了MCU长期以来以嵌入式Flash为主的技术格局。虽然谈"标配"仍为时尚早，但可 以肯定的是：新型存储已经从"尝试"跃升为"战略布局"，并开始对MCU生态产生深远影响。 | ） | 新存储路径 | 代表产品 | 工艺节点 | 面向应用 | | --- | --- | --- | --- | --- | | ST | PCM | Stellar P/G系列 | FD-SOI | SDV、电动化平台 | | NXP | MRAM | S32K5系列 | 16nm FinFET | 分区架构/OTA | | Renesas | MRAM | RA8P1系列 | 22nm | AI语音、多模态 | | Infineon | eRRAM | AURIX Next | 台积电合作 | 车规控制 | 公众号记得加星标⭐️，第一时间看推送不会错过。 过去，MCU是一种"小而美"的器件，用于基本控制逻辑。 ...

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 。 求购以下料号 | 品牌 | 型号 | 数量 | | --- | --- | --- | | ADI | LTM4628EV#PBF | 200PCS | | ADI | AD8512ARMZ | 1200PCS | | DEGSON/高松 | 2EDGRM-5.08-03P-14-100Z(H) | 800PCS | 优势物料，特价出售 | 品牌 | 型号 | 数量 | 年份 | | --- | --- | --- | --- | | ADI | ADM2483BRWZ | 2K | 22+ | | ADI | ADRF5545ABCPZN-R7 | 30K | 22+ | | TI | TMS320F28027PTT | 7499pcs | 23+ | | WINBOND | W83627DHG | 876pcs | 21+ | | 润石 | RS2299XTQC16 | ...

映恩生物 20250710 摘要 应恩生物拥有国际竞争力的核心管线，包括 HER2 ADC、B7S3 ADC、HER3 ADC 和 TROP2 ADC 四个在研 ADC 产品，临床设计差异 化，预计全球销售峰值约 50 亿美元，海外数据读出将催化股价。 公司与 BioNTech 深度合作，探索 PDL1 VEGF 双抗和多种 ADC 联合 疗法，该组合方案进入后期阶段，具备竞争优势。同时，BCHS4 ADC 全球权益授予百济，预计 2025 年 ASMO 展现初步潜力，百济认为该款 ADC 具有 20 亿美元潜力。 应恩生物在非肿瘤领域布局自免 ADC 平台，具备稀缺性，海外患者入组 数量处于国内 Biotech 和 Biopharma 第一梯队，展现强大的体系化创 新能力。管理层国际化程度高、执行力强，善于利用 BD 资源及合作伙 伴高效落地项目。 预计公司将在 2025 年 9 月 8 日进入港股通。估值方面，后期产品国内 销售峰值可达 50 亿至 60 亿元，对应国内市值 150 亿元以上；海外部 分市值三款 ADC 加起来估计为 50 至 60 亿美元峰值水平，对应 300 至 400 亿港币。因此， ...

上半年我国汽车产销量均超1500万辆，新能源汽车表现亮眼 据央视新闻，中国汽车工业协会10日发布的数据显示，今年上半年，我国汽车工业多项经济指标同比均 实现两位数增长。 今年以来，我国实施更加积极有为的宏观政策，经济运行总体平稳。1至6月份，汽车市场延续良好态 势，产销量均超过1500万辆，同比均实现10%以上较高增长。 其中，新能源汽车产销量分别完成696.8万辆和693.7万辆，同比分别增长41.4%和40.3%。新能源汽车新 车销量达到汽车新车总销量的44.3%。 中国汽车流通协会：6月份汽车经销商库存系数为1.42，同比上升1.4% 7月10日，中国汽车流通协会发布2025年6月份"汽车经销商库存"调查结果：6月份汽车经销商综合库存 系数为1.42，环比上升2.9%，同比上升1.4%，库存水平处于警戒线以下，但高于合理区间。综合预计， 根据中国汽车流通协会乘联分会的统计，6月份乘用车终端销量208.4万辆，以此测算，6月末汽车经销 商库存总量大致在295万辆左右。 小米汽车累计交付已超30万台 7月10日，小米汽车宣布，上市15个月，小米汽车累计交付已超过30万台。 蔚来汽车销售服务有限公司、蔚来汽车 ...

大家早上好！这里是今天的早报，每天早上，我都会在这里跟你聊聊昨夜今晨发生了哪些大事儿。 本 栏目由虎嗅出品。 热点追踪 【退休人员基本养老金上调2%】 据央视新闻，日前，人力资源社会保障部、财政部印发 《关于2025年调整退休人员基本养老金的通知》 。 《通知》明确，从2025年1月1日起，为2024年底前已按规定办理退休手续并按月领取基本养老金的退休人员提 高基本养老金水平， 总体调整水平为2024年退休人员月人均基本养老金的2%。 此次调整是综合考虑物价变动和职工工资增长等各方面因素，合理确定养老金调整比例。 《通知》要求，各省、自治区、直辖市要结合本地区实际，制定具体实施方案，抓紧组织实施，尽快把调整增 加的基本养老金发放到退休人员手中。 【美团辟谣"7万硕士，30万本科生送外卖"】 据界面新闻，7月10日，美团通过微信公众号"小团有话说"发文称，针对不少自媒体开始扩散"广州美团满员， 历史上第一次，本科率接近30%""7万硕士，30万本科生在美团送外卖"等不实信息，澄清如下：学历情况需要 骑手本人提交相关证书到学信网/教育部留学服务中心/海外高校的官方网站进行验证，任何关于骑手学历的总 量数据都没有事 ...

Group 1 - The company "Chongqing Zongshen Vehicle Co., Ltd." and "Jiangsu Zongshen Electric Vehicle Co., Ltd." issued an apology for content that allegedly infringed on the trademark rights of "Wenjie," "Zhijie," and "Shangjie," leading to public misunderstanding and concern [4] - The company recognized the inappropriate nature of the published content and has taken immediate action to rectify product naming, remove, and cease the dissemination of all related controversial content, while also enhancing internal review mechanisms [4] - Recently, the company launched two three-wheeled vehicle products named "Wenjie Q1" and "Zhijie S300," which were criticized for potentially infringing on the branding of Wenjie and Zhijie automobiles [4] Group 2 - The brand "Wenjie" under Hongmeng Zhixing has four models: Wenjie M5, M7, M8, and M9, while "Zhijie" has two models: Zhijie R7 and S7 [4] - In June, Hongmeng Zhixing achieved a record monthly delivery of 52,747 vehicles and a daily delivery of 3,651 vehicles, marking the highest sales in the brand's history [4] - Chongqing Zongshen Vehicle Co., Ltd. was established in 2001 with a registered capital of 20 million yuan, while Jiangsu Zongshen Electric Vehicle Co., Ltd. was founded in 2018 with the same registered capital [5] Group 3 - Zongshen Industrial Group holds a 51% stake in both Chongqing Zongshen Vehicle Co., Ltd. and Jiangsu Zongshen Electric Vehicle Co., Ltd., with the actual controller being Zuo Zongshen [5] - Zongshen Power (001696) is a brother company engaged in the research, manufacturing, and sales of small and medium-sized power machinery products, leading in the motorcycle power and general power machinery sectors [5] - According to the 2024 annual report, Zongshen Power achieved an operating income of 10.384 billion yuan, a year-on-year increase of 29.84%, and a net profit attributable to shareholders of 461 million yuan, up 27.45% year-on-year [5]

Core Viewpoint - The company "Zongshen Intelligent Travel" issued an apology for allegedly infringing on the trademark rights of "Wenjie," "Zhijie," and "Shangjie," acknowledging the misunderstanding caused to the public and brand owners [1]. Group 1: Company Actions and Responses - The company recognized the inappropriate content published and has taken immediate action to rectify product naming, removing and ceasing the dissemination of all related controversial content [1]. - The company has committed to strengthening its internal review mechanisms to prevent future infringements on intellectual property rights [1]. Group 2: Product Launch and Market Presence - Zongshen held a product launch event on July 8, showcasing 128 new products and core components, although only one model, the "Zongshen Zhike S1," was officially released at the event [4][5]. - The company has previously named its electric three-wheeled vehicles with names like "Pili," "Hanjun," and "Fengbao," while its three-wheeled motorcycle products have names such as "Hongyun Dantou" and "Jinyun Lai" [5]. Group 3: Trademark and Brand Context - "Wenjie" and "Zhijie" are brands under Hongmeng Zhixing, with "Wenjie" being a collaboration between Huawei and Seres, and "Zhijie" a collaboration between Huawei and Chery [5]. - Chery Automobile Co., Ltd. registered the "Zhijie" trademark in 2020, while Seres holds multiple trademarks related to "Wenjie," classified under transportation tools [5]. Group 4: Financial Performance - Zongshen Power's 2024 annual report indicated a revenue of 10.384 billion yuan, representing a year-on-year growth of 29.84%, and a net profit of 461 million yuan, up 27.45% year-on-year [6]. - The company's stock price saw a significant increase, with an annual growth rate of nearly 300% in 2024 [6].

去年笔者曾在《这些芯片，被卖爆了》一文中详写了2024年上半年登上芯片热搜榜单的20款型号，如今随着 2025 年新榜单已出，哪些芯片突围上榜？ 01 芯片市场从不缺热搜，但2025年H1的榜单值得深究。 上半年，芯片热搜TOP20 从榜单来看，2025年上半年热搜TOP20的芯片中，MCU、电源IC占比超五成。 排名前三的电源管理芯片TL431、信号处理芯片LM358和电源管理芯片UC3842均属于通用性强、技术成熟的"经典料"。这类芯片的功能定义、引脚封 装、性能参数已形成行业默认标准。 TL431在电源管理中作为精密电压基准，用于线性稳压、开关稳压（如UC3842架构）、电池管理；这款芯片的优势为：高精度、稳定、便宜。 | 排名 | 2025年上半年经典型号 | 2024年上半年该 型号排名 | 品牌 | 分类 | 分类(大类) | 2024年上半年经典型号 | | --- | --- | --- | --- | --- | --- | --- | | 1 | TL431 | 3 | TI、NXP、微芯、安森美、UTC等 | 参考电压/电压基准 | 电源管理类 | UC3842 | | 2 | ГМ35 ...

致歉。 7月10日，针对宗申三轮车新品分别命名为智界S300和问界Q1P，"宗申智慧出行"微信公众号发布致歉声明称， 公司充分认识到发布和直播的内容不当，已立即整改相关产品命名，下架并停止传播所有相关争议内容，全面加 强内部审核机制。 此前，知名汽车博主韩路在社交平台上晒出宗申品牌的两款三轮车产品，照片显示其一款名为"问界Q1P"，一款 名为"智界S300"，这被外界质疑是碰瓷问界汽车和智界汽车，引发广泛关注。 综合自：宗申智慧出行、界面新闻 责编：李丹 校对：王朝全 版权声明 证券时报各平台所有原创内容，未经书面授权，任何单位及个人不得转载。我社保留追 究相关 行 为主体法律责 任的权利。 转载与合作可联系证券时报小助理，微信ID：SecuritiesTimes END 点击关键字可查看 潜望系列深度报道丨 股事会专栏 丨 投资小红书 丨 e公司调查 丨 时报会客厅 丨 十大明星私募访谈 丨 刚 刚，商务部、外交部回应！ 丨 沪指盘中重回3500点！这一板块，突然大涨！ 丨 美联储最新！特朗普：至少 偏高3个百分点！ 丨 深夜，关税突发！特朗普：全部产品，50%！这国汇率暴跌 丨 见证历史！刚刚，英伟 达， ...

Group 1 - Chongqing Zongshen announced the launch of two new electric tricycles named "Zhi Jie S300" and "Wen Jie Q1p" at a product launch event [1] - Both "Zhi Jie" and "Wen Jie" are popular automotive brands under Hongmeng Zhixing, with Chery Automobile Co., Ltd. having registered the "Zhi Jie" trademark since 2020, and Seres Automotive Co., Ltd. holding multiple "Wen Jie" related trademarks [2] - There is public curiosity regarding the appearance of "Zhi Jie" and "Wen Jie" at a non-automotive company event [3] Group 2 - There are concerns that Zongshen's actions may be perceived as "hitching a ride" on the reputation of Hongmeng Zhixing's automotive brands [4] - Zongshen's official account issued an apology for the infringement of the "Wen Jie," "Zhi Jie," and "Shang Jie" trademarks, acknowledging the misunderstanding caused to the public and brand owners [5] - The company has committed to rectifying the naming of the products and enhancing internal review mechanisms [5] Group 3 - Chongqing Zongshen was established in 2001 and specializes in the research, development, manufacturing, and sales of new energy vehicles, three-wheeled motorcycles, and electric tricycles [7] - The company is located in the High-tech Industrial Development Zone of Bishan District, Chongqing [7] - The ownership structure of Chongqing Zongshen shows that Zongshen Industrial Group holds 51%, with other shareholders including Yuan Li and Yuan Deshan [9]