Core Viewpoint - Intel is exiting a portion of its automotive business, specifically shutting down its automotive processor division and laying off most of its employees, as part of a strategic focus on its core computing and data center operations [2][3][4] Group 1: Strategic Decisions - The decision to cut the automotive processor team is a natural outcome of Intel's strategy to narrow its focus [6][12] - Under CEO Pat Gelsinger's leadership, Intel has previously divested from non-core areas, including the sale of Optane storage and a pause on certain wafer fabrication investments [4][5] - Intel's attempts to expand its client processor platform into automotive applications have not gained traction, failing to compete with Qualcomm and Nvidia in the automotive sector [5][11] Group 2: Mobileye's Role - Mobileye remains Intel's only retained asset in the automotive sector, having been acquired for $15.3 billion in 2017 and continuing to operate independently [7][8] - Since its IPO in 2022, Mobileye has focused on enhancing its independence and advancing its EyeQ chip platform for advanced driver-assistance systems [9][10] - Despite Mobileye's ongoing operations, it does not represent the entirety of Intel's automotive ambitions and lacks involvement in general automotive processors or non-autonomous driving computing needs [11][12] Group 3: Market Implications - Intel's exit from the automotive chip market is seen as an acknowledgment of the realities of the automotive chip landscape, where local suppliers have filled most mid-range and customized needs in China [13][14] - The departure of Intel is unlikely to alter the industry's dynamics, as the market has evolved beyond merely providing processors to encompass deeper collaboration with automakers [14][15] - Companies that do not understand the pace and requirements of automakers may find themselves sidelined, regardless of their size [15][16]

智通财经APP获悉，高盛近日发布研报称，将其对Mobileye Global(MBLY.US)的股票评级从"买入"下调 至"中性"，以更好地反映该公司当前面临的竞争格局、以及该股估值偏高。与此同时，该行维持对该股 的12个月目标价为17美元不变。 尽管Mobileye在其2024年第二季度财报电话会议中表示，预计在2024年年底前将有更多SuperVision和 Chauffeur(分别为L2++和L3产品)的设计合约，并在2024年12月的投资者日中透露有5家车企正在进行尽 调和决策阶段，但这两款产品的最后一次中标公布仍停留在2024年1月与大众汽车的合作上。 高盛指出，自该行于2022年11月予Mobileye"买入"评级以来，该股股价下跌了38%，而同期标普500指 数上涨了52%。该行认为，Mobileye股价表现不佳的原因在于其市场份额下滑、设计合约数量低于预 期、以及汽车行业整体状况疲弱（部分原因是关税）。 尽管高盛仍然认为，Mobileye拥有强大的视觉识别与自动驾驶技术能力，但目前计划在未来的高级驾驶 辅助系统(ADAS)/自动驾驶技术(AV)项目中采用Mobileye技术的企业数量(无论是在 ...

公司收购小工匠机器人大部分股权，提升机器人关节部件的正向开发能力，智能一体化关节有望应用于 智能充电等场景，进一步推进"汽车+AI+机器人"产业化落地。2024 年公司研发团队扩容及产品价格优 化有所增亏，25 年有望迎来经营拐点。公司侧重于性价比智驾，擅长以低算力芯片实现较好智驾表 现，显著受益于当前智驾平权趋势，大众价格带车型智驾增配明显。公司的前视一体机、智驾域控等产 品有望在奇瑞、吉利、东风、零跑等多个重点客户放量，盈利能力亦高于此前Sup ervision 产品。 事件 收购小工匠机器人大部分股权，提升关键部件设计开发能力。 5 月12 日，公司出资收购苏州小工匠机器人有限公司大部分股份，成为控股股东。小工匠成立于2018 年，核心产品为智能一体化关节及定制化机械臂，通过收购公司获取了电机、减速器及驱动器等关键零 件的正向设计开发能力，将在软硬件、供应链、生产及投融资等方面加速机器人产业化进程。 简评 智能一体化关节价值量高，公司智驾算法与机器人具备同源性，有望加速产业化落地。 智能一体化关节在人形机器人总成本中占比或达50 %，是机器人领域价值量最高的零部件之一。小工 匠成立于2018 年，在智能 ...

以下文章来源于美股投资网 ，作者前纽约证券Ken 美股投资网 . 美国洛杉矶投资公司，TradesMax.com为美股投资者提供美股行情和投资策略的专业网站。一支有着多年华尔街投资银行工作经验的美籍分析师团队，提供 公司研究报告、美股交易技巧、美股软件、美股开户指南、微信客服niugu88，微博美股投资网 来源 | 美股投资网 今年，自动驾驶市场将迎来一次划时代的爆发！ 特斯拉下月将在奥斯汀启动Robotaxi，UBER和LYFT今年将在德州和亚特兰大推出自动驾驶出租车，谷歌旗下Waymo和Magna International计 划到2026年底将亚利桑那州工厂的自动驾驶出租车生产扩大两倍。 这一连串重大举措标志着:今年就是自动驾驶商业化爆发的起点。 一、渐进式部署（辅助驾驶演进路线）也称为从 L2/L3 向 L4 演进的路线。 这种方式是目前大多数传统车企如特斯拉、奔驰、宝马、丰田等采用的方式，通过不断积累用户驾驶数据、训练算法，逐步迈向完全自动驾驶 （L4/L5）。 先推出具备部分自动化功能的车辆（如自适应巡航、车道保持、自动变道等）。 逐步在更多场景下提高系统的自动化程度。 通过不断积累用户驾驶数据、 ...

Core Viewpoint - Mobileye Global Inc. is positioned to benefit from the increasing demand for advanced driver assistance systems (ADAS) and autonomous driving technologies, despite rising operating expenses [1] Group 1: Demand and Technology - The demand for ADAS and autonomous driving features is enhancing Mobileye's growth prospects, with innovative solutions like Supervision, Chauffeur, Drive, and EyeQ strengthening its portfolio [2] - The adoption of multi-camera setups is increasing due to stricter safety regulations and the push for hands-free highway driving in mass-market vehicles [2] Group 2: Financial Projections - Mobileye anticipates revenues in the range of $1.69-$1.81 billion for 2025, an increase from $1.65 billion in 2024, based on EyeQ unit sales of 32-34 million units [3] - For Q2 2025, the company expects revenues to rise approximately 7% year over year [3] Group 3: Strategic Partnerships - Strategic partnerships and design wins are crucial for Mobileye's growth, with collaborations with ZEEKR, Porsche, FAW, Mahindra, and Volkswagen enhancing its market position [4] - Volkswagen's deepened partnership with Mobileye aims to integrate advanced technologies for automated driving into series production vehicles [4] Group 4: Financial Health - Mobileye has a strong balance sheet with $1.51 billion in cash and cash equivalents and zero debt as of March 25, 2025, providing financial flexibility for growth opportunities [5] Group 5: Challenges - Mobileye expects a 3-7% decline in production volume from its top 10 customers in 2025, with competitive pressures in China affecting shipments of assisted driving technology [6] - Rising operating expenses, driven by increased employee compensation and military reserve investments, are expected to hinder income growth, with a projected 7% year-over-year increase in adjusted operating expenses for 2025 [7]

今年以来，浙江省绍兴市在本市"无废城市"数字监管平台设计开发危险废物数字化智慧监管模块，实现 危险废物风险预警自动判定、自动交办和自动办结，在有效防范风险的同时，大幅减少无目的、低效能 的现场检查。 智慧监管模块的预警逻辑设置科学有效。围绕危废贮存率，对应贮存率50%、80%和100%分别设置三色 预警，督促企业及时对危废进行消库。围绕危废联单闭环率，根据产生单位和利用处置单位相对距离， 科学设置运输时限，向电子联单未及时达成闭环的企业按照超时情况发起三色预警，切实防范环境风 险。围绕产废变化率，针对危险废物管理计划中前后两年申报量和申报类别有较大出入的企业，根据相 关比例系数发出三色预警，确保企业危险废物产生、利用、处置合理合规。在加强监管的同时，做好企 业提醒服务工作。对管理计划临期未备案、危废经营许可证临期未更换等情况，及时提醒相关企业提前 做好备案和换证工作。 智慧监管模块可通过预警逻辑自动判别潜在风险，自动交办至企业及其辖区生态环境分局，并以短信形 式提醒分局工作人员和企业负责人。分局工作人员可登录绍兴市"无废城市"数字监管平台查看事件具体 情况并督促企业整改；企业整改后，系统再次进行判别，对退出预 ...

据知行汽车科技（苏州）股份有限公司（01274.HK）所发布公告，其 2024 年度财报全面展示了公司在 过去一年的经营状况、财务表现以及未来发展战略。这份财报不仅反映了知行汽车在自动驾驶领域的发 展成果，也凸显了其在竞争激烈的市场环境中面临的挑战。 知行汽车也面临着诸多挑战。从过往公告和行业研究报告来看，公司对部分大客户和特定供应商存在较 高依赖。过去，吉利集团一直是公司的最大客户，报告期内来自吉利集团的收入占总收入的 83.7%。此 外，公司依赖 Mobileye 供应自动驾驶域控制器的基础版本及授权软件，若这一供应出现问题，公司将 面临收入大幅减少的风险。行业竞争日益激烈，部分车企对自动驾驶自主研发的持续投入，对外部第三 方供应商产生了一定的竞争关系。知行汽车基于 Mobileye 提供的自动驾驶域控制器 SuperVision™供给 极氪 001 车型部分中国境内版本的收入在 2024 年有所下降，这表明公司在市场竞争中面临着严峻的挑 战。 互联网上，行业专家对知行汽车的发展也持有不同观点。部分专家认为，知行汽车在技术研发上的持续 投入和取得的成果值得肯定，其在低算力芯片 BEV 模型部署上的突破，有 ...

Core Insights - The 2025 Shanghai International Automobile Industry Exhibition has opened to the public, showcasing new trends in the Chinese automotive industry with increased participation from international dealers [1][2] - The presence of overseas dealers has surged, with nearly 10,000 foreign dealers attending, indicating strong demand for Chinese electric vehicles in their local markets [1][2] - The exhibition highlights the growing importance of technology in the automotive sector, with both foreign and domestic tech companies showcasing innovations [2][3] Group 1: International Participation - International dealers, such as Moctar Chafi from Ivory Coast, are actively seeking to purchase Chinese electric vehicles, indicating a strong market for these products abroad [1] - The exhibition has attracted significant interest from overseas dealers, particularly in the electric vehicle segment, with many expressing confidence in the sales potential of Chinese brands [1][2] - The export of Chinese automobiles has seen substantial growth, with 1.54 million vehicles exported in Q1 2023, including 441,000 electric vehicles, marking a 43.9% year-on-year increase [2] Group 2: Technological Advancements - The exhibition has seen a rise in technology companies participating, with major players like Intel and Sony alongside domestic firms, reflecting the trend of "software-defined vehicles" [2][3] - Mobileye, an Israeli automotive technology company, has introduced its advanced driver assistance systems at the exhibition, showcasing its collaboration with Chinese automakers [3] - The integration of advanced technologies such as 3D rendering and real-time operating systems is becoming a focal point for automotive manufacturers, enhancing the overall driving experience [6][7] Group 3: Localized Strategies - Companies like Faurecia are emphasizing their localization strategies, with over 60% of their Asian orders coming from China, highlighting the importance of the Chinese market for global automotive suppliers [7] - The trend of developing products tailored to the Chinese market is evident, with many companies planning to leverage successful products in China for global distribution [8] - The competition in the automotive industry is shifting towards supply chain resilience, technological influence, and ecosystem integration, with companies closely aligned to Chinese market demands likely to gain a competitive edge [8]

Needham analyst Quinn Bolton reiterated the Buy rating on Mobileye Global Inc. MBLY, lowering the price forecast from $20 to $18.On Thursday, the company reported first-quarter revenue growth of 83% year-on-year to $438 million, beating the analyst consensus estimate of $435.2 million. Adjusted EPS of 8 cents was in line with the analyst consensus estimates. The analyst highlighted several positives from the quarter, including strong design win momentum, such as Mobileye's first Surround ADAS win and a sign ...

Core Viewpoint - Willdan Group, Inc. is experiencing a positive trend in contract wins, which is expected to enhance its growth prospects and financial performance [1][4]. Contract Wins and Financial Impact - The company secured a $17.7 million contract to provide engineering and construction supervision services for the Paramount Unified School District, overseeing 2.2 megawatts of solar arrays and 44 electric vehicle charging stations across 11 sites [2][3]. - Willdan's contract revenues are projected to grow by 11% year-over-year in 2024, reflecting the benefits of consistent contract wins [4]. - Key contract wins include a $330 million five-year contract from the Los Angeles Department of Water and Power, a $15 million commercial energy program from the Los Angeles County Regional Energy Network, and a $6 million program for energy efficiency from the Central California Rural Regional Energy Network [5]. Market Performance - Willdan's shares have increased by 10.9% year-to-date, significantly outperforming the Zacks Business - Services industry's growth of 0.6% [7]. - The company is well-positioned for top-line growth and margin expansion in 2025 due to its project win trends and current pipeline [7].