丛郁 personal page - To The Moon

丛郁

No personal profile

381Follow

7Followers

1Topic

0Badge

2021-08-26

666

Nio, XPeng Push Up Supplier Performance, Intelligent Driving Parts Have Become Red Sea

2021-08-19

666

Sorry, the original content has been removed

2021-08-18

666

U.S. stocks moved | New energy vehicle stocks rose before the market, LI Auto (LI.US) rose more than 2%

Go to Tiger App to see more news

{"i18n":{"language":"en_US"},"userPageInfo":{"id":"3579230207821175","uuid":"3579230207821175","gmtCreate":1616151488101,"gmtModify":1616151488101,"name":"丛郁","pinyin":"cycongyu","introduction":"","introductionEn":"","signature":"","avatar":"https://static.laohu8.com/default-avatar.jpg","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":7,"headSize":381,"tweetSize":16,"questionSize":0,"limitLevel":999,"accountStatus":4,"level":{"id":1,"name":"萌萌虎","nameTw":"萌萌虎","represent":"呱呱坠地","factor":"评论帖子3次或发布1条主帖（非转发）","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":1,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":"success","userBadges":[{"badgeId":"1026c425416b44e0aac28c11a0848493-3","templateUuid":"1026c425416b44e0aac28c11a0848493","name":" Tiger Idol","description":"Join the tiger community for 1500 days","bigImgUrl":"https://static.tigerbbs.com/8b40ae7da5bf081a1c84df14bf9e6367","smallImgUrl":"https://static.tigerbbs.com/f160eceddd7c284a8e1136557615cfad","grayImgUrl":"https://static.tigerbbs.com/11792805c468334a9b31c39f95a41c6a","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2026.04.23","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0},{"badgeId":"cbe1c45c584340f3bd9ae6c77e0e9981-3","templateUuid":"cbe1c45c584340f3bd9ae6c77e0e9981","name":"Academy Navigator","description":"50 lessons learned","bigImgUrl":"https://community-static.tradeup.com/news/21acbb5884e07b96522d8d84c4b7acea","smallImgUrl":"https://community-static.tradeup.com/news/e4e8dc2edfbfee912f4e68fe6c23b3f0","grayImgUrl":null,"redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2022.08.06","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":2006,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0},{"badgeId":"7a9f168ff73447fe856ed6c938b61789-1","templateUuid":"7a9f168ff73447fe856ed6c938b61789","name":"Knowledgeable Investor","description":"Traded more than 10 stocks","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","grayImgUrl":"https://static.tigerbbs.com/76c6d6898b073c77e1c537ebe9ac1c57","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.28","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1102,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0},{"badgeId":"a83d7582f45846ffbccbce770ce65d84-1","templateUuid":"a83d7582f45846ffbccbce770ce65d84","name":"Real Trader","description":"Completed a transaction","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0}],"userBadgeCount":4,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":1,"crmLevelSwitch":0,"location":null,"starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"post","tweets":[{"id":810801732,"gmtCreate":1629958593626,"gmtModify":1676530184265,"author":{"id":"3579230207821175","authorId":"3579230207821175","name":"丛郁","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579230207821175","authorIdStr":"3579230207821175"},"themes":[],"title":"","htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/810801732","repostId":"2162690110","repostType":2,"repost":{"id":"2162690110","kind":"news","pubTimestamp":1629951767,"share":"https://ttm.financial/m/news/2162690110?lang=en_US&edition=fundamental","pubTime":"2021-08-26 12:22","market":"us","language":"zh","title":"Nio, XPeng Push Up Supplier Performance, Intelligent Driving Parts Have Become Red Sea","url":"https://stock-news.laohu8.com/highlight/detail?id=2162690110","media":"AI财经社","summary":"截至8月26日上午收盘，德赛西威91.93元每股，下跌1.47%。事实上，由于智能驾驶和智能座舱等产品的商业化落地，今年上半年德赛西威的营业收入和净利润均实现了较高增长。今年上海国际车展上，华为宣布入局智能座舱和智能驾驶领域，将自身定位为“智能汽车的零部件供应商”，其目前的业务也基本覆盖了德赛西威所有相关的业务领域。","content":"<p><html><body><article>Text | AI Financial News Agency Han Ling</p><p>Editor | Mao Shiyang</p><p><img src=\"http://inews.gtimg.com/newsapp_match/0/13921255642/0\"/>On the evening of August 23rd,<a href=\"https://laohu8.com/S/002920\">Desay SV</a>(SZ 002920) has released its semi-annual report for 2021. According to the report, Desay SV<span>OPERATING INCOME</span>RMB4.083 billion, representing a year-on-year increase of 57.25%; Attributable to shareholders of listed companies<span>Net Profit</span>370 million yuan, representing a year-on-year increase of 61.01%. Among them, its<a href=\"https://laohu8.com/S/5RE.SI\">smart</a>Cockpit revenue was 3.338 billion yuan, a year-on-year increase of 44.13%; The revenue from intelligent driving was 571 million yuan, up 182.68% year-on-year; Revenue from networked services and others was 174 million yuan, up 121.30% year-on-year.</p><p>However, the capital market has not given good feedback to Desay SVI's performance growth. The company's share price has dropped from the high of 120 yuan per share in July this year to the range of 90 yuan. As of the morning close of August 26th, Desay SV was 91.93 yuan per share, down 1.47%.</p><p>In fact, due to the commercialization of products such as intelligent driving and intelligent cockpit, Desay SV achieved high growth in operating income and net profit in the first half of this year. Smart cockpit has also become the main source of revenue for Desay SV. In the first half of this year, the revenue accounted for 81.75% of the total revenue; In the same period, the proportion of intelligent driving business and network services also increased compared with previous years.</p><p>AI Finance and Economics has learned that the rapid growth of Desay SV intelligent cockpit and intelligent driving-related businesses is related to<a href=\"https://laohu8.com/S/NIO\">Nio</a>The cooperation of new car manufacturers such as XPeng and China is inseparable. According to the data released by the Passenger Car Association, the cumulative delivery volume of Nio, XPeng and Ideal from January to July this year was 125,528 units, 38,778 units and 38,743 units respectively.</p><p>As early as the end of 2017, Nio officially explained the body configuration of ES8 in detail, including the car-grade full HD multi-touch screen provided by Desay SV. Then in 2018, Desay SV revealed on the investor interaction platform that the company had business cooperation with Nio Motors. Although the business scope of cooperation is not clearly indicated, it also shows from the side that Desay SV has already had some cooperation before its listing in Nio.</p><p>Then in 2018,<a href=\"https://laohu8.com/S/XPEV\">XPeng Motors</a>It announced its cooperation with Desay SV to jointly develop an L3-level autonomous driving system, and achieve mass production of L3-level autonomous driving in 2020. The L3-level autonomous driving system jointly developed by this cooperation will provide three intelligent driving functions: low-speed valet parking, medium-speed traffic jam assisted cruising and high-speed driving. Xpeng Motors has also become the first OEM in China to book the latest autonomous driving domain controller of Desay SV.</p><p>In May this year, Desay SV said that the IPU03 autonomous driving domain controller has been mass-produced on XPeng models and will be matched with other models. According to the latest reveal by Desay SV, based on<a href=\"https://laohu8.com/S/NVDA\">NVIDIA</a>The next-generation autonomous driving domain controller IPU04 for Orin chips has been partnered with<a href=\"https://laohu8.com/S/LI\">Li Auto</a>In cooperation, the company will focus on promoting its rapid mass production.</p><p>Even though the cooperation with new car manufacturers is in full swing, Desay SV is still facing increasingly fierce market competition. In competing companies on the same track, such as<a href=\"https://laohu8.com/S/600741\">Huayu Automobile</a>、<a href=\"https://laohu8.com/S/600699\">Joyson Electronics</a>as well as<a href=\"https://laohu8.com/S/002906\">Huayang Group</a>And so on all pose a challenge to Desay SV.</p><p>Take last year's operating income as an example. In 2020, the operating income of Desay SV was 6.799 billion yuan, while that of Huayu Automobile, Joyson Electronics and Huayang Group was 133.578 billion yuan, 47.890 billion yuan and 3.374 billion yuan respectively. At the same time, Huayu Automobile is affiliated with SAIC Motor Co., Ltd. and relies on the help of a strong parent company. Besides SAIC, its customers also include FAW-Volkswagen, Changan Ford, Shenlong Automobile, Brilliance Automobile and many other car companies. The competitiveness of Joyson Electronics and Huayang Group in intelligent cockpit and intelligent driving is comparable to that of Desay SV, and even better in individual business segments.</p><p>Putting aside the competitors on the same track,<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>、<a href=\"https://laohu8.com/S/DIDI\">Didi</a>The entry of Internet technology giants such as Xiaomi, Xiaomi and Huawei has also made the competition in this segment more intense. At this year's Shanghai International Auto Show, Huawei announced its entry into the field of intelligent cockpit and intelligent driving, positioning itself as a \"parts supplier for intelligent cars\". Its current business basically covers all related business areas of Desay SV. Huawei's full-link capability makes traditional suppliers like a glow on their back. Even Huang Li, president of Desay SV Research Institute, has to admit that \"not worrying is false\".</p><p>In addition, traditional suppliers represented by Desay SV are also facing the \"self-research wind\" brought by new forces. With the deep integration of automobiles and the Internet, the boundary of their vertical supply chain is becoming more and more blurred. New cars are more inclined to do vertical integration by themselves, which leads to the squeeze of the living space of traditional suppliers.</p><p>In the future, the competition in the domestic automotive electronics industry will only become more and more fierce. Whether traditional suppliers can stand out and achieve the turning point of performance is still unknown.</p><p></article></body></html></p>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nio, XPeng Push Up Supplier Performance, Intelligent Driving Parts Have Become Red Sea</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNio, XPeng Push Up Supplier Performance, Intelligent Driving Parts Have Become Red Sea\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">AI财经社</strong><span class=\"h-time small\">2021-08-26 12:22</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><body><article>Text | AI Financial News Agency Han Ling</p><p>Editor | Mao Shiyang</p><p><img src=\"http://inews.gtimg.com/newsapp_match/0/13921255642/0\"/>On the evening of August 23rd,<a href=\"https://laohu8.com/S/002920\">Desay SV</a>(SZ 002920) has released its semi-annual report for 2021. According to the report, Desay SV<span>OPERATING INCOME</span>RMB4.083 billion, representing a year-on-year increase of 57.25%; Attributable to shareholders of listed companies<span>Net Profit</span>370 million yuan, representing a year-on-year increase of 61.01%. Among them, its<a href=\"https://laohu8.com/S/5RE.SI\">smart</a>Cockpit revenue was 3.338 billion yuan, a year-on-year increase of 44.13%; The revenue from intelligent driving was 571 million yuan, up 182.68% year-on-year; Revenue from networked services and others was 174 million yuan, up 121.30% year-on-year.</p><p>However, the capital market has not given good feedback to Desay SVI's performance growth. The company's share price has dropped from the high of 120 yuan per share in July this year to the range of 90 yuan. As of the morning close of August 26th, Desay SV was 91.93 yuan per share, down 1.47%.</p><p>In fact, due to the commercialization of products such as intelligent driving and intelligent cockpit, Desay SV achieved high growth in operating income and net profit in the first half of this year. Smart cockpit has also become the main source of revenue for Desay SV. In the first half of this year, the revenue accounted for 81.75% of the total revenue; In the same period, the proportion of intelligent driving business and network services also increased compared with previous years.</p><p>AI Finance and Economics has learned that the rapid growth of Desay SV intelligent cockpit and intelligent driving-related businesses is related to<a href=\"https://laohu8.com/S/NIO\">Nio</a>The cooperation of new car manufacturers such as XPeng and China is inseparable. According to the data released by the Passenger Car Association, the cumulative delivery volume of Nio, XPeng and Ideal from January to July this year was 125,528 units, 38,778 units and 38,743 units respectively.</p><p>As early as the end of 2017, Nio officially explained the body configuration of ES8 in detail, including the car-grade full HD multi-touch screen provided by Desay SV. Then in 2018, Desay SV revealed on the investor interaction platform that the company had business cooperation with Nio Motors. Although the business scope of cooperation is not clearly indicated, it also shows from the side that Desay SV has already had some cooperation before its listing in Nio.</p><p>Then in 2018,<a href=\"https://laohu8.com/S/XPEV\">XPeng Motors</a>It announced its cooperation with Desay SV to jointly develop an L3-level autonomous driving system, and achieve mass production of L3-level autonomous driving in 2020. The L3-level autonomous driving system jointly developed by this cooperation will provide three intelligent driving functions: low-speed valet parking, medium-speed traffic jam assisted cruising and high-speed driving. Xpeng Motors has also become the first OEM in China to book the latest autonomous driving domain controller of Desay SV.</p><p>In May this year, Desay SV said that the IPU03 autonomous driving domain controller has been mass-produced on XPeng models and will be matched with other models. According to the latest reveal by Desay SV, based on<a href=\"https://laohu8.com/S/NVDA\">NVIDIA</a>The next-generation autonomous driving domain controller IPU04 for Orin chips has been partnered with<a href=\"https://laohu8.com/S/LI\">Li Auto</a>In cooperation, the company will focus on promoting its rapid mass production.</p><p>Even though the cooperation with new car manufacturers is in full swing, Desay SV is still facing increasingly fierce market competition. In competing companies on the same track, such as<a href=\"https://laohu8.com/S/600741\">Huayu Automobile</a>、<a href=\"https://laohu8.com/S/600699\">Joyson Electronics</a>as well as<a href=\"https://laohu8.com/S/002906\">Huayang Group</a>And so on all pose a challenge to Desay SV.</p><p>Take last year's operating income as an example. In 2020, the operating income of Desay SV was 6.799 billion yuan, while that of Huayu Automobile, Joyson Electronics and Huayang Group was 133.578 billion yuan, 47.890 billion yuan and 3.374 billion yuan respectively. At the same time, Huayu Automobile is affiliated with SAIC Motor Co., Ltd. and relies on the help of a strong parent company. Besides SAIC, its customers also include FAW-Volkswagen, Changan Ford, Shenlong Automobile, Brilliance Automobile and many other car companies. The competitiveness of Joyson Electronics and Huayang Group in intelligent cockpit and intelligent driving is comparable to that of Desay SV, and even better in individual business segments.</p><p>Putting aside the competitors on the same track,<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>、<a href=\"https://laohu8.com/S/DIDI\">Didi</a>The entry of Internet technology giants such as Xiaomi, Xiaomi and Huawei has also made the competition in this segment more intense. At this year's Shanghai International Auto Show, Huawei announced its entry into the field of intelligent cockpit and intelligent driving, positioning itself as a \"parts supplier for intelligent cars\". Its current business basically covers all related business areas of Desay SV. Huawei's full-link capability makes traditional suppliers like a glow on their back. Even Huang Li, president of Desay SV Research Institute, has to admit that \"not worrying is false\".</p><p>In addition, traditional suppliers represented by Desay SV are also facing the \"self-research wind\" brought by new forces. With the deep integration of automobiles and the Internet, the boundary of their vertical supply chain is becoming more and more blurred. New cars are more inclined to do vertical integration by themselves, which leads to the squeeze of the living space of traditional suppliers.</p><p>In the future, the competition in the domestic automotive electronics industry will only become more and more fierce. Whether traditional suppliers can stand out and achieve the turning point of performance is still unknown.</p><p></article></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202108261224267c33bd4a&s=b\">AI财经社</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/31b71d696bed7d7f2622aa052fa49f99","relate_stocks":{"NIO":"蔚来","09868":"小鹏集团-W","XPEV":"小鹏集团"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202108261224267c33bd4a&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2162690110","content_text":"文|AI财经社 韩玲编辑|冒诗阳8月23日晚间，德赛西威（SZ 002920）发布了2021年半年度报告。报告显示，德赛西威总营业收入为40.83亿元，同比增长57.25%；归属于上市公司股东的净利润为3.7亿元，同比增长61.01%。其中，旗下智能座舱营收为33.38亿元，同比增长44.13%；智能驾驶营收为5.71亿元，同比增长182.68%；网联服务及其他营收为1.74亿元，同比增长121.30%。然而，资本市场却并未给予德赛西威的业绩增长以好的反馈，该公司股价已从今年7月120元每股的高位，下滑至90元区间。截至8月26日上午收盘，德赛西威91.93元每股，下跌1.47%。事实上，由于智能驾驶和智能座舱等产品的商业化落地，今年上半年德赛西威的营业收入和净利润均实现了较高增长。智能座舱也成为德赛西威最主要的营收来源，今年上半年营收占总营收的比重达到了81.75%；而同期的智能驾驶业务和网联服务等占比也较往年有所提升。AI财经社了解到，德赛西威智能座舱以及智能驾驶相关业务的快速增长，与蔚来、小鹏等新造车势力的合作密不可分。根据乘联会公布的数据显示，蔚来、小鹏、理想在今年1-7月份的累计交付量分别为125528台、38778台，38743台。早在2017年末，蔚来官方对ES8的车身配置做了详细讲解，其中就包括由德赛西威提供的车规级全高清多点触摸屏。之后在2018年，德赛西威在投资者互动平台上透露，公司与蔚来汽车有业务上的合作。虽然并未明确表明合作的业务范围，但也从侧面说明德赛西威在蔚来上市前就已经有过部分合作。紧接着在2018年，小鹏汽车宣布与德赛西威合作，共同研L3级别的自动驾驶系统，并在2020年实现L3级自动驾驶量产落地。这次合作共同研发的L3级别自动驾驶系统将提供低速代客泊车、中速塞车辅助巡航、以及高速代驾三大智能驾驶功能，而小鹏汽车也成为国内首家预定德赛西威最新款自动驾驶域控制器的主机厂。今年5月，德赛西威表示，IPU03自动驾驶域控制器已在小鹏汽车的车型上配套量产，并将配套其他车型。而根据德赛西威最新透露的消息，基于英伟达Orin芯片的下一代自动驾驶域控制器IPU04已与理想汽车展开合作，公司将着力推进其快速规模化量产。即便和新造车势力的合作进行的如火如荼，但德赛西威还是面临着越来越激烈的市场竞争。同赛道的竞争公司里，如华域汽车、均胜电子以及华阳集团等都对德赛西威构成了挑战。以去年的营收入为例，2020年德赛西威的营业收入为67.99亿元，华域汽车、均胜电子和华阳集团分别为1335.78亿元、478.90亿元和33.74亿元。同时，华域汽车隶属于上汽股份有限公司，依靠强大的母公司助力，其客户除了上汽之外，还涵盖了一汽大众、长安福特、神龙汽车、华晨汽车等众多车企。而均胜电子和华阳集团在智能座舱和智能驾驶上的竞争力与德赛西威不相上下，甚至在个别业务板块还更胜一筹。抛开同赛道的竞争对手，百度、滴滴、小米以及华为等互联网科技巨头的入局也使得这个细分领域的竞争更加激烈。今年上海国际车展上，华为宣布入局智能座舱和智能驾驶领域，将自身定位为“智能汽车的零部件供应商”，其目前的业务也基本覆盖了德赛西威所有相关的业务领域。华为这种全链路式的能力让传统供应商如芒在背，就连德赛西威研究院院长黄力也不得不承认，“不担心是假的”。此外，以德赛西威为代表的传统供应商也面临着新势力带来的“自研风”，随着汽车与互联网的深度融合，其垂直供应链的边界也越加模糊。新造车更倾向于自己做垂直整合，导致传统供应商的生存空间势必遭到挤压。未来，国内汽车电子行业的竞争只会越来越激烈，传统供应商能否突出重围实现业绩的拐点，现在还是未知答案。","news_type":1,"symbols_score_info":{"09868":1,"XPEV":1,"NIO":1}},"isVote":1,"tweetType":1,"viewCount":3891,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":838011148,"gmtCreate":1629357754084,"gmtModify":1676530013663,"author":{"id":"3579230207821175","authorId":"3579230207821175","name":"丛郁","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579230207821175","authorIdStr":"3579230207821175"},"themes":[],"title":"","htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/838011148","repostId":"2160517887","repostType":2,"isVote":1,"tweetType":1,"viewCount":2732,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":831983839,"gmtCreate":1629279643821,"gmtModify":1676529989235,"author":{"id":"3579230207821175","authorId":"3579230207821175","name":"丛郁","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579230207821175","authorIdStr":"3579230207821175"},"themes":[],"title":"","htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/831983839","repostId":"2160700780","repostType":2,"repost":{"id":"2160700780","kind":"news","pubTimestamp":1629274391,"share":"https://ttm.financial/m/news/2160700780?lang=en_US&edition=fundamental","pubTime":"2021-08-18 16:13","market":"hk","language":"zh","title":"U.S. stocks moved | New energy vehicle stocks rose before the market, LI Auto (LI.US) rose more than 2%","url":"https://stock-news.laohu8.com/highlight/detail?id=2160700780","media":"智通财经","summary":"智通财经APP获悉，8月18日(周三)美股盘前，新能源汽车板块上涨。截至北京时间16:13，理想汽车涨2.39%；小鹏汽车涨2.17%；蔚来涨1.71%；特斯拉涨0.59%。近期，Wedbush Securities分析师Dan Ives发表研报表示，其“绿色浪潮”理论仍在发挥作用，预计到2025年电动汽车将占汽车总销量的10%，到2030年将上升至20%。预计电动汽车的利润率最早可能在2025年开始接近燃油汽车的利润率。","content":"<p><html><body>Zhitong Finance APP was informed that the new energy vehicle sector rose before the US stock market opened on August 18th (Wednesday). As of 16:13 Beijing time,<a href=\"https://laohu8.com/S/LI\">Li Auto</a>(LI.US) up 2.39%;<a href=\"https://laohu8.com/S/XPEV\">XPeng Motors</a>(XPEV.US) up 2.17%;<a href=\"https://laohu8.com/S/NIO\">Nio</a>(NIO.US) up 1.71%;<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>(TSLA.US) rose 0.59%.</p><p>Recently, Wedbush Securities analyst Dan Ives published a research report saying that its \"green wave\" theory is still in play, and it is expected that electric vehicles will account for 10% of total car sales by 2025, and will rise to 20% by 2030.</p><p>Separately, Fitch believes that the application of electric vehicles in the United States will continue to lag behind China and some European countries, because the sales targets and incentives for electric vehicles in these regions are more sophisticated than those set in the United States. EV margins are expected to start approaching those of fuel-powered vehicles as early as 2025.</p><p></body></html></p>","source":"stock_zhitongcaijing","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>U.S. stocks moved | New energy vehicle stocks rose before the market, LI Auto (LI.US) rose more than 2%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nU.S. stocks moved | New energy vehicle stocks rose before the market, LI Auto (LI.US) rose more than 2%\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">智通财经</strong><span class=\"h-time small\">2021-08-18 16:13</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><body>Zhitong Finance APP was informed that the new energy vehicle sector rose before the US stock market opened on August 18th (Wednesday). As of 16:13 Beijing time,<a href=\"https://laohu8.com/S/LI\">Li Auto</a>(LI.US) up 2.39%;<a href=\"https://laohu8.com/S/XPEV\">XPeng Motors</a>(XPEV.US) up 2.17%;<a href=\"https://laohu8.com/S/NIO\">Nio</a>(NIO.US) up 1.71%;<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>(TSLA.US) rose 0.59%.</p><p>Recently, Wedbush Securities analyst Dan Ives published a research report saying that its \"green wave\" theory is still in play, and it is expected that electric vehicles will account for 10% of total car sales by 2025, and will rise to 20% by 2030.</p><p>Separately, Fitch believes that the application of electric vehicles in the United States will continue to lag behind China and some European countries, because the sales targets and incentives for electric vehicles in these regions are more sophisticated than those set in the United States. EV margins are expected to start approaching those of fuel-powered vehicles as early as 2025.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"http://www.zhitongcaijing.com/content/detail/537949.html\">智通财经</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/2c0ab7d3f5d89bb403311ca0a8e68f8e","relate_stocks":{"02015":"理想汽车-W","LI":"理想汽车"},"source_url":"http://www.zhitongcaijing.com/content/detail/537949.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2160700780","content_text":"智通财经APP获悉，8月18日(周三)美股盘前，新能源汽车板块上涨。截至北京时间16:13，理想汽车(LI.US)涨2.39%；小鹏汽车(XPEV.US)涨2.17%；蔚来(NIO.US)涨1.71%；特斯拉(TSLA.US)涨0.59%。近期，Wedbush Securities分析师Dan Ives发表研报表示，其“绿色浪潮”理论仍在发挥作用，预计到2025年电动汽车将占汽车总销量的10%，到2030年将上升至20%。另外，惠誉认为，电动汽车在美国的应用将继续落后于中国和一些欧洲国家，因为这些地区的电动汽车销售目标和激励措施比美国制定的更完善。预计电动汽车的利润率最早可能在2025年开始接近燃油汽车的利润率。","news_type":1,"symbols_score_info":{"02015":1,"LI":1}},"isVote":1,"tweetType":1,"viewCount":3308,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":810801732,"gmtCreate":1629958593626,"gmtModify":1676530184265,"author":{"id":"3579230207821175","authorId":"3579230207821175","name":"丛郁","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3579230207821175","idStr":"3579230207821175"},"themes":[],"title":"","htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/810801732","repostId":"2162690110","repostType":2,"repost":{"id":"2162690110","kind":"news","pubTimestamp":1629951767,"share":"https://ttm.financial/m/news/2162690110?lang=en_US&edition=fundamental","pubTime":"2021-08-26 12:22","market":"us","language":"zh","title":"Nio, XPeng Push Up Supplier Performance, Intelligent Driving Parts Have Become Red Sea","url":"https://stock-news.laohu8.com/highlight/detail?id=2162690110","media":"AI财经社","summary":"截至8月26日上午收盘，德赛西威91.93元每股，下跌1.47%。事实上，由于智能驾驶和智能座舱等产品的商业化落地，今年上半年德赛西威的营业收入和净利润均实现了较高增长。今年上海国际车展上，华为宣布入局智能座舱和智能驾驶领域，将自身定位为“智能汽车的零部件供应商”，其目前的业务也基本覆盖了德赛西威所有相关的业务领域。","content":"<p><html><body><article>Text | AI Financial News Agency Han Ling</p><p>Editor | Mao Shiyang</p><p><img src=\"http://inews.gtimg.com/newsapp_match/0/13921255642/0\"/>On the evening of August 23rd,<a href=\"https://laohu8.com/S/002920\">Desay SV</a>(SZ 002920) has released its semi-annual report for 2021. According to the report, Desay SV<span>OPERATING INCOME</span>RMB4.083 billion, representing a year-on-year increase of 57.25%; Attributable to shareholders of listed companies<span>Net Profit</span>370 million yuan, representing a year-on-year increase of 61.01%. Among them, its<a href=\"https://laohu8.com/S/5RE.SI\">smart</a>Cockpit revenue was 3.338 billion yuan, a year-on-year increase of 44.13%; The revenue from intelligent driving was 571 million yuan, up 182.68% year-on-year; Revenue from networked services and others was 174 million yuan, up 121.30% year-on-year.</p><p>However, the capital market has not given good feedback to Desay SVI's performance growth. The company's share price has dropped from the high of 120 yuan per share in July this year to the range of 90 yuan. As of the morning close of August 26th, Desay SV was 91.93 yuan per share, down 1.47%.</p><p>In fact, due to the commercialization of products such as intelligent driving and intelligent cockpit, Desay SV achieved high growth in operating income and net profit in the first half of this year. Smart cockpit has also become the main source of revenue for Desay SV. In the first half of this year, the revenue accounted for 81.75% of the total revenue; In the same period, the proportion of intelligent driving business and network services also increased compared with previous years.</p><p>AI Finance and Economics has learned that the rapid growth of Desay SV intelligent cockpit and intelligent driving-related businesses is related to<a href=\"https://laohu8.com/S/NIO\">Nio</a>The cooperation of new car manufacturers such as XPeng and China is inseparable. According to the data released by the Passenger Car Association, the cumulative delivery volume of Nio, XPeng and Ideal from January to July this year was 125,528 units, 38,778 units and 38,743 units respectively.</p><p>As early as the end of 2017, Nio officially explained the body configuration of ES8 in detail, including the car-grade full HD multi-touch screen provided by Desay SV. Then in 2018, Desay SV revealed on the investor interaction platform that the company had business cooperation with Nio Motors. Although the business scope of cooperation is not clearly indicated, it also shows from the side that Desay SV has already had some cooperation before its listing in Nio.</p><p>Then in 2018,<a href=\"https://laohu8.com/S/XPEV\">XPeng Motors</a>It announced its cooperation with Desay SV to jointly develop an L3-level autonomous driving system, and achieve mass production of L3-level autonomous driving in 2020. The L3-level autonomous driving system jointly developed by this cooperation will provide three intelligent driving functions: low-speed valet parking, medium-speed traffic jam assisted cruising and high-speed driving. Xpeng Motors has also become the first OEM in China to book the latest autonomous driving domain controller of Desay SV.</p><p>In May this year, Desay SV said that the IPU03 autonomous driving domain controller has been mass-produced on XPeng models and will be matched with other models. According to the latest reveal by Desay SV, based on<a href=\"https://laohu8.com/S/NVDA\">NVIDIA</a>The next-generation autonomous driving domain controller IPU04 for Orin chips has been partnered with<a href=\"https://laohu8.com/S/LI\">Li Auto</a>In cooperation, the company will focus on promoting its rapid mass production.</p><p>Even though the cooperation with new car manufacturers is in full swing, Desay SV is still facing increasingly fierce market competition. In competing companies on the same track, such as<a href=\"https://laohu8.com/S/600741\">Huayu Automobile</a>、<a href=\"https://laohu8.com/S/600699\">Joyson Electronics</a>as well as<a href=\"https://laohu8.com/S/002906\">Huayang Group</a>And so on all pose a challenge to Desay SV.</p><p>Take last year's operating income as an example. In 2020, the operating income of Desay SV was 6.799 billion yuan, while that of Huayu Automobile, Joyson Electronics and Huayang Group was 133.578 billion yuan, 47.890 billion yuan and 3.374 billion yuan respectively. At the same time, Huayu Automobile is affiliated with SAIC Motor Co., Ltd. and relies on the help of a strong parent company. Besides SAIC, its customers also include FAW-Volkswagen, Changan Ford, Shenlong Automobile, Brilliance Automobile and many other car companies. The competitiveness of Joyson Electronics and Huayang Group in intelligent cockpit and intelligent driving is comparable to that of Desay SV, and even better in individual business segments.</p><p>Putting aside the competitors on the same track,<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>、<a href=\"https://laohu8.com/S/DIDI\">Didi</a>The entry of Internet technology giants such as Xiaomi, Xiaomi and Huawei has also made the competition in this segment more intense. At this year's Shanghai International Auto Show, Huawei announced its entry into the field of intelligent cockpit and intelligent driving, positioning itself as a \"parts supplier for intelligent cars\". Its current business basically covers all related business areas of Desay SV. Huawei's full-link capability makes traditional suppliers like a glow on their back. Even Huang Li, president of Desay SV Research Institute, has to admit that \"not worrying is false\".</p><p>In addition, traditional suppliers represented by Desay SV are also facing the \"self-research wind\" brought by new forces. With the deep integration of automobiles and the Internet, the boundary of their vertical supply chain is becoming more and more blurred. New cars are more inclined to do vertical integration by themselves, which leads to the squeeze of the living space of traditional suppliers.</p><p>In the future, the competition in the domestic automotive electronics industry will only become more and more fierce. Whether traditional suppliers can stand out and achieve the turning point of performance is still unknown.</p><p></article></body></html></p>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nio, XPeng Push Up Supplier Performance, Intelligent Driving Parts Have Become Red Sea</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNio, XPeng Push Up Supplier Performance, Intelligent Driving Parts Have Become Red Sea\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">AI财经社</strong><span class=\"h-time small\">2021-08-26 12:22</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><body><article>Text | AI Financial News Agency Han Ling</p><p>Editor | Mao Shiyang</p><p><img src=\"http://inews.gtimg.com/newsapp_match/0/13921255642/0\"/>On the evening of August 23rd,<a href=\"https://laohu8.com/S/002920\">Desay SV</a>(SZ 002920) has released its semi-annual report for 2021. According to the report, Desay SV<span>OPERATING INCOME</span>RMB4.083 billion, representing a year-on-year increase of 57.25%; Attributable to shareholders of listed companies<span>Net Profit</span>370 million yuan, representing a year-on-year increase of 61.01%. Among them, its<a href=\"https://laohu8.com/S/5RE.SI\">smart</a>Cockpit revenue was 3.338 billion yuan, a year-on-year increase of 44.13%; The revenue from intelligent driving was 571 million yuan, up 182.68% year-on-year; Revenue from networked services and others was 174 million yuan, up 121.30% year-on-year.</p><p>However, the capital market has not given good feedback to Desay SVI's performance growth. The company's share price has dropped from the high of 120 yuan per share in July this year to the range of 90 yuan. As of the morning close of August 26th, Desay SV was 91.93 yuan per share, down 1.47%.</p><p>In fact, due to the commercialization of products such as intelligent driving and intelligent cockpit, Desay SV achieved high growth in operating income and net profit in the first half of this year. Smart cockpit has also become the main source of revenue for Desay SV. In the first half of this year, the revenue accounted for 81.75% of the total revenue; In the same period, the proportion of intelligent driving business and network services also increased compared with previous years.</p><p>AI Finance and Economics has learned that the rapid growth of Desay SV intelligent cockpit and intelligent driving-related businesses is related to<a href=\"https://laohu8.com/S/NIO\">Nio</a>The cooperation of new car manufacturers such as XPeng and China is inseparable. According to the data released by the Passenger Car Association, the cumulative delivery volume of Nio, XPeng and Ideal from January to July this year was 125,528 units, 38,778 units and 38,743 units respectively.</p><p>As early as the end of 2017, Nio officially explained the body configuration of ES8 in detail, including the car-grade full HD multi-touch screen provided by Desay SV. Then in 2018, Desay SV revealed on the investor interaction platform that the company had business cooperation with Nio Motors. Although the business scope of cooperation is not clearly indicated, it also shows from the side that Desay SV has already had some cooperation before its listing in Nio.</p><p>Then in 2018,<a href=\"https://laohu8.com/S/XPEV\">XPeng Motors</a>It announced its cooperation with Desay SV to jointly develop an L3-level autonomous driving system, and achieve mass production of L3-level autonomous driving in 2020. The L3-level autonomous driving system jointly developed by this cooperation will provide three intelligent driving functions: low-speed valet parking, medium-speed traffic jam assisted cruising and high-speed driving. Xpeng Motors has also become the first OEM in China to book the latest autonomous driving domain controller of Desay SV.</p><p>In May this year, Desay SV said that the IPU03 autonomous driving domain controller has been mass-produced on XPeng models and will be matched with other models. According to the latest reveal by Desay SV, based on<a href=\"https://laohu8.com/S/NVDA\">NVIDIA</a>The next-generation autonomous driving domain controller IPU04 for Orin chips has been partnered with<a href=\"https://laohu8.com/S/LI\">Li Auto</a>In cooperation, the company will focus on promoting its rapid mass production.</p><p>Even though the cooperation with new car manufacturers is in full swing, Desay SV is still facing increasingly fierce market competition. In competing companies on the same track, such as<a href=\"https://laohu8.com/S/600741\">Huayu Automobile</a>、<a href=\"https://laohu8.com/S/600699\">Joyson Electronics</a>as well as<a href=\"https://laohu8.com/S/002906\">Huayang Group</a>And so on all pose a challenge to Desay SV.</p><p>Take last year's operating income as an example. In 2020, the operating income of Desay SV was 6.799 billion yuan, while that of Huayu Automobile, Joyson Electronics and Huayang Group was 133.578 billion yuan, 47.890 billion yuan and 3.374 billion yuan respectively. At the same time, Huayu Automobile is affiliated with SAIC Motor Co., Ltd. and relies on the help of a strong parent company. Besides SAIC, its customers also include FAW-Volkswagen, Changan Ford, Shenlong Automobile, Brilliance Automobile and many other car companies. The competitiveness of Joyson Electronics and Huayang Group in intelligent cockpit and intelligent driving is comparable to that of Desay SV, and even better in individual business segments.</p><p>Putting aside the competitors on the same track,<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>、<a href=\"https://laohu8.com/S/DIDI\">Didi</a>The entry of Internet technology giants such as Xiaomi, Xiaomi and Huawei has also made the competition in this segment more intense. At this year's Shanghai International Auto Show, Huawei announced its entry into the field of intelligent cockpit and intelligent driving, positioning itself as a \"parts supplier for intelligent cars\". Its current business basically covers all related business areas of Desay SV. Huawei's full-link capability makes traditional suppliers like a glow on their back. Even Huang Li, president of Desay SV Research Institute, has to admit that \"not worrying is false\".</p><p>In addition, traditional suppliers represented by Desay SV are also facing the \"self-research wind\" brought by new forces. With the deep integration of automobiles and the Internet, the boundary of their vertical supply chain is becoming more and more blurred. New cars are more inclined to do vertical integration by themselves, which leads to the squeeze of the living space of traditional suppliers.</p><p>In the future, the competition in the domestic automotive electronics industry will only become more and more fierce. Whether traditional suppliers can stand out and achieve the turning point of performance is still unknown.</p><p></article></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202108261224267c33bd4a&s=b\">AI财经社</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/31b71d696bed7d7f2622aa052fa49f99","relate_stocks":{"NIO":"蔚来","09868":"小鹏集团-W","XPEV":"小鹏集团"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202108261224267c33bd4a&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2162690110","content_text":"文|AI财经社 韩玲编辑|冒诗阳8月23日晚间，德赛西威（SZ 002920）发布了2021年半年度报告。报告显示，德赛西威总营业收入为40.83亿元，同比增长57.25%；归属于上市公司股东的净利润为3.7亿元，同比增长61.01%。其中，旗下智能座舱营收为33.38亿元，同比增长44.13%；智能驾驶营收为5.71亿元，同比增长182.68%；网联服务及其他营收为1.74亿元，同比增长121.30%。然而，资本市场却并未给予德赛西威的业绩增长以好的反馈，该公司股价已从今年7月120元每股的高位，下滑至90元区间。截至8月26日上午收盘，德赛西威91.93元每股，下跌1.47%。事实上，由于智能驾驶和智能座舱等产品的商业化落地，今年上半年德赛西威的营业收入和净利润均实现了较高增长。智能座舱也成为德赛西威最主要的营收来源，今年上半年营收占总营收的比重达到了81.75%；而同期的智能驾驶业务和网联服务等占比也较往年有所提升。AI财经社了解到，德赛西威智能座舱以及智能驾驶相关业务的快速增长，与蔚来、小鹏等新造车势力的合作密不可分。根据乘联会公布的数据显示，蔚来、小鹏、理想在今年1-7月份的累计交付量分别为125528台、38778台，38743台。早在2017年末，蔚来官方对ES8的车身配置做了详细讲解，其中就包括由德赛西威提供的车规级全高清多点触摸屏。之后在2018年，德赛西威在投资者互动平台上透露，公司与蔚来汽车有业务上的合作。虽然并未明确表明合作的业务范围，但也从侧面说明德赛西威在蔚来上市前就已经有过部分合作。紧接着在2018年，小鹏汽车宣布与德赛西威合作，共同研L3级别的自动驾驶系统，并在2020年实现L3级自动驾驶量产落地。这次合作共同研发的L3级别自动驾驶系统将提供低速代客泊车、中速塞车辅助巡航、以及高速代驾三大智能驾驶功能，而小鹏汽车也成为国内首家预定德赛西威最新款自动驾驶域控制器的主机厂。今年5月，德赛西威表示，IPU03自动驾驶域控制器已在小鹏汽车的车型上配套量产，并将配套其他车型。而根据德赛西威最新透露的消息，基于英伟达Orin芯片的下一代自动驾驶域控制器IPU04已与理想汽车展开合作，公司将着力推进其快速规模化量产。即便和新造车势力的合作进行的如火如荼，但德赛西威还是面临着越来越激烈的市场竞争。同赛道的竞争公司里，如华域汽车、均胜电子以及华阳集团等都对德赛西威构成了挑战。以去年的营收入为例，2020年德赛西威的营业收入为67.99亿元，华域汽车、均胜电子和华阳集团分别为1335.78亿元、478.90亿元和33.74亿元。同时，华域汽车隶属于上汽股份有限公司，依靠强大的母公司助力，其客户除了上汽之外，还涵盖了一汽大众、长安福特、神龙汽车、华晨汽车等众多车企。而均胜电子和华阳集团在智能座舱和智能驾驶上的竞争力与德赛西威不相上下，甚至在个别业务板块还更胜一筹。抛开同赛道的竞争对手，百度、滴滴、小米以及华为等互联网科技巨头的入局也使得这个细分领域的竞争更加激烈。今年上海国际车展上，华为宣布入局智能座舱和智能驾驶领域，将自身定位为“智能汽车的零部件供应商”，其目前的业务也基本覆盖了德赛西威所有相关的业务领域。华为这种全链路式的能力让传统供应商如芒在背，就连德赛西威研究院院长黄力也不得不承认，“不担心是假的”。此外，以德赛西威为代表的传统供应商也面临着新势力带来的“自研风”，随着汽车与互联网的深度融合，其垂直供应链的边界也越加模糊。新造车更倾向于自己做垂直整合，导致传统供应商的生存空间势必遭到挤压。未来，国内汽车电子行业的竞争只会越来越激烈，传统供应商能否突出重围实现业绩的拐点，现在还是未知答案。","news_type":1,"symbols_score_info":{"09868":1,"XPEV":1,"NIO":1}},"isVote":1,"tweetType":1,"viewCount":3891,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":838011148,"gmtCreate":1629357754084,"gmtModify":1676530013663,"author":{"id":"3579230207821175","authorId":"3579230207821175","name":"丛郁","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3579230207821175","idStr":"3579230207821175"},"themes":[],"title":"","htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/838011148","repostId":"2160517887","repostType":2,"repost":{"id":"2160517887","kind":"news","pubTimestamp":1629342240,"share":"https://ttm.financial/m/news/2160517887?lang=en_US&edition=fundamental","pubTime":"2021-08-19 11:04","market":"us","language":"zh","title":"Nio \"autonomous driving\" incident caused controversy, Li Xiang, Zhou Hongyi and Shen Hui spoke one after another","url":"https://stock-news.laohu8.com/highlight/detail?id=2160517887","media":"界面新闻","summary":"蔚来“自动驾驶”事件引起争议，李想、周鸿祎、沈晖接连发声8月12日，美一好创始人林文钦驾驶蔚来ES8启用自动驾驶功能后，发生交通事故，不幸逝世。不仅使蔚来处于舆论漩涡，也引发外界对辅助驾驶与自动驾驶的讨论。对此，蔚来方面人士回应称，NOP领航辅助并不是自动驾驶，后续有结果，将会向外界同步信息。尽管该事件引发外界对自动驾驶的质疑，甚至业内出现取消自动驾驶的声音，但他坚信自动驾驶的前景光明。","content":"<p><div>Original title: The \"autonomous driving\" incident in Nio caused controversy. Li Xiang, Zhou Hongyi and Shen Hui spoke one after another. On August 12th, Lin Wenqin, the founder of Meiyihao, drove Nio ES8 to enable the autonomous driving function, and unfortunately died in a traffic accident. It not only puts Nio in the maelstrom of public opinion, but also triggers discussions about assisted driving and autonomous driving. The obituary issued by Meiyihao shows that Lin Wenqin died after a traffic accident in the Hanjiang section of Shenhai Expressway after driving a Nio ES8 car with the autonomous driving function (NOP pilot status) enabled. The implication is that Meiyihao believes that the accident is related to Nio Autopilot (NOP...</p><p><a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202108191123127d507eb6&s=b\">Web link</a></div></p>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nio \"autonomous driving\" incident caused controversy, Li Xiang, Zhou Hongyi and Shen Hui spoke one after another</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNio \"autonomous driving\" incident caused controversy, Li Xiang, Zhou Hongyi and Shen Hui spoke one after another\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">界面新闻</strong><span class=\"h-time small\">2021-08-19 11:04</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div>Original title: The \"autonomous driving\" incident in Nio caused controversy. Li Xiang, Zhou Hongyi and Shen Hui spoke one after another. On August 12th, Lin Wenqin, the founder of Meiyihao, drove Nio ES8 to enable the autonomous driving function, and unfortunately died in a traffic accident. It not only puts Nio in the maelstrom of public opinion, but also triggers discussions about assisted driving and autonomous driving. The obituary issued by Meiyihao shows that Lin Wenqin died after a traffic accident in the Hanjiang section of Shenhai Expressway after driving a Nio ES8 car with the autonomous driving function (NOP pilot status) enabled. The implication is that Meiyihao believes that the accident is related to Nio Autopilot (NOP...</p><p><a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202108191123127d507eb6&s=b\">Web link</a></div></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202108191123127d507eb6&s=b\">界面新闻</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/1e9aa56586a03fdd6464e21bfe99f7b5","relate_stocks":{"03601":"鲁大师","02015":"理想汽车-W","NIO":"蔚来","LI":"理想汽车"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202108191123127d507eb6&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2160517887","content_text":"原标题：蔚来“自动驾驶”事件引起争议，李想、周鸿祎、沈晖接连发声8月12日，美一好创始人林文钦驾驶蔚来ES8启用自动驾驶功能后，发生交通事故，不幸逝世。不仅使蔚来处于舆论漩涡，也引发外界对辅助驾驶与自动驾驶的讨论。美一好发出的讣告显示，林文钦在驾驶蔚来ES8汽车启用自动驾驶功能（NOP领航状态）后，在沈海高速涵江段发生交通事故后逝世。言下之意是，美一好方面认为，此次事故与蔚来自动驾驶功能（NOP领航状态）有关。林文钦好友林伟伟也表示，“林文钦认为自动驾驶是电动车和油车的区别，自动驾驶是他买这辆车的核心。”林伟伟透露，林文钦在购买蔚来前多次向蔚来销售人员询问自动驾驶，但蔚来销售人员均未正面回答，而是分享最近销售记录，并炫耀“中午定了好多台”。对此，蔚来方面人士回应称，NOP领航辅助并不是自动驾驶，后续有结果，将会向外界同步信息。我也注意到，蔚来方面曾多次声明，NOP领航辅助不等于自动驾驶。比如，去年蔚来自动辅助驾驶负责人章健勇在《领航辅助（NOP）使用指南》一文中写道，“大家绝对不能把NOP等同于自动驾驶。NOP仍然是一种辅助驾驶功能，且随时可能在无法满足工作条件的情况下退出。”说白了，NOP领航辅助并不等于自动驾驶，尚未没有达到自动驾驶应该具备的功能，只能作为一种辅助功能使用，离自动驾驶还很远。但怪就怪在，蔚来在宣传时，使用户容易产生这就是自动驾驶的错觉，似乎有误导用户的嫌疑。换言之，目前自动驾驶还不成熟，用户对于如何使用智能驾驶、受到哪些限制，往往不能正确、全面理解，汽车厂商在大肆宣传不成熟的自动驾驶功能时，无形中让用户对汽车功能产生误解。而一旦产生误解，代价可能就是宝贵的生命，决定汽车厂商必须慎之又慎，不能只顾商业利益，而对用户生命缺乏足够的敬畏。事实上，目前市场上销售的量产车型中，最高级别仅能做到L2。当然，有部分车企在宣传上有意打擦边球，将自身驾驶辅助功能定义为L2.5甚至L2.9，但至今没有任何一家车企公开宣布量产车已达到L3级别。一个重要的原因在于，由L2到L3是自动驾驶技术研发道路上风险最大的一次跃升，目前车企在技术上无法做到100%保险。因此，在自动驾驶尚未完全成熟的情况下，过度依赖自动驾驶是有风险的，用户应对自动驾驶潜在风险保持清醒的认识，并具备主动学习和安全相关的交通意识。同时，针对自动驾驶，汽车厂商要理性宣传，而不是过度宣传，提前且充分告知用户相关风险，避免让用户陷入认知误区。鉴于蔚来是造车新势力头部玩家，发生伤亡事故后，顿时引发行业热议。理想汽车掌门人李想在朋友圈发文，呼吁媒体和行业机构统一自动驾驶的中文名词标准，避免夸张地宣传造成用户使用的误解。“L2、L3什么的用户听不懂，建议统一名称：L2=辅助驾驶；L3=自动辅助驾驶；L4=自动驾驶；L5=无人驾驶。一个多余的中文字也不要有，避免夸张地宣传造成用户使用的误解。在推广上克制，在技术上投入，对用户、行业、企业都长期有利。”李想说道。他的建议得到哪吒汽车投资人、360掌门人周鸿祎的高度认可，“人工智能不是营销话术，没有那么神奇，自动驾驶无人驾驶还有很多路要走很多坑要填，不能为了营销误导用户。L2到L5都是行业黑话自娱自乐，应该变成普通用户可以望文生义的简单概念。”威马汽车掌门人沈晖则表示，L2级别辅助驾驶功能，驾驶员是功能操作主体，也是责任主体；L4以上级别自动驾驶功能，车内无人状态下，操作主体是车辆本身，责任主体当归属主机厂。尽管该事件引发外界对自动驾驶的质疑，甚至业内出现取消自动驾驶的声音，但他坚信自动驾驶的前景光明。沈晖表示，在通往自动驾驶的路上，或许会因为种种黑天鹅时刻而暂缓，但再多荆棘都只会是插曲，对于方向的探索和技术的研发永远不会停止，也不应该停止。就像蒸汽汽车会战胜四轮马拉的驿车一样，历史的车轮永远向前。他直言，没人在现阶段有能力做到全场景自动驾驶，包括威马。技术瓶颈就像暗疾，更早暴露是件好事，在技术方案不成熟之前可以趁早找到替代预案，没什么能够凌驾生命之上。“在尊重生命的根本原则之上，我们需要那些激进的技术先锋者，去创新、去实践、去变革。”我认同沈晖的观点，自动驾驶大势所趋，不会因为一两起事故就中断甚至停止，伤亡事故的发生固然不幸，但会促使汽车厂商审视、反思自身的技术缺陷，从而不断优化、迭代、完善技术，带来更安全、更便捷的驾驶体验。当自动驾驶越来越安全，本身就是尊重生命的体现，只不过这条路注定道阻且长。换言之，发生悲剧后，别对自动驾驶因噎废食，请不要失去对新技术的信心与善意，多给予一些“发芽开花”的时间，让自动驾驶来证明自己。做个小调查：你是否看好自动驾驶的未来？责任编辑：王翔","news_type":1,"symbols_score_info":{"02015":1,"NIO":1,"LI":1,"03601":1}},"isVote":1,"tweetType":1,"viewCount":2732,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":831983839,"gmtCreate":1629279643821,"gmtModify":1676529989235,"author":{"id":"3579230207821175","authorId":"3579230207821175","name":"丛郁","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3579230207821175","idStr":"3579230207821175"},"themes":[],"title":"","htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/831983839","repostId":"2160700780","repostType":2,"repost":{"id":"2160700780","kind":"news","pubTimestamp":1629274391,"share":"https://ttm.financial/m/news/2160700780?lang=en_US&edition=fundamental","pubTime":"2021-08-18 16:13","market":"hk","language":"zh","title":"U.S. stocks moved | New energy vehicle stocks rose before the market, LI Auto (LI.US) rose more than 2%","url":"https://stock-news.laohu8.com/highlight/detail?id=2160700780","media":"智通财经","summary":"智通财经APP获悉，8月18日(周三)美股盘前，新能源汽车板块上涨。截至北京时间16:13，理想汽车涨2.39%；小鹏汽车涨2.17%；蔚来涨1.71%；特斯拉涨0.59%。近期，Wedbush Securities分析师Dan Ives发表研报表示，其“绿色浪潮”理论仍在发挥作用，预计到2025年电动汽车将占汽车总销量的10%，到2030年将上升至20%。预计电动汽车的利润率最早可能在2025年开始接近燃油汽车的利润率。","content":"<p><html><body>Zhitong Finance APP was informed that the new energy vehicle sector rose before the US stock market opened on August 18th (Wednesday). As of 16:13 Beijing time,<a href=\"https://laohu8.com/S/LI\">Li Auto</a>(LI.US) up 2.39%;<a href=\"https://laohu8.com/S/XPEV\">XPeng Motors</a>(XPEV.US) up 2.17%;<a href=\"https://laohu8.com/S/NIO\">Nio</a>(NIO.US) up 1.71%;<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>(TSLA.US) rose 0.59%.</p><p>Recently, Wedbush Securities analyst Dan Ives published a research report saying that its \"green wave\" theory is still in play, and it is expected that electric vehicles will account for 10% of total car sales by 2025, and will rise to 20% by 2030.</p><p>Separately, Fitch believes that the application of electric vehicles in the United States will continue to lag behind China and some European countries, because the sales targets and incentives for electric vehicles in these regions are more sophisticated than those set in the United States. EV margins are expected to start approaching those of fuel-powered vehicles as early as 2025.</p><p></body></html></p>","source":"stock_zhitongcaijing","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>U.S. stocks moved | New energy vehicle stocks rose before the market, LI Auto (LI.US) rose more than 2%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nU.S. stocks moved | New energy vehicle stocks rose before the market, LI Auto (LI.US) rose more than 2%\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">智通财经</strong><span class=\"h-time small\">2021-08-18 16:13</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><body>Zhitong Finance APP was informed that the new energy vehicle sector rose before the US stock market opened on August 18th (Wednesday). As of 16:13 Beijing time,<a href=\"https://laohu8.com/S/LI\">Li Auto</a>(LI.US) up 2.39%;<a href=\"https://laohu8.com/S/XPEV\">XPeng Motors</a>(XPEV.US) up 2.17%;<a href=\"https://laohu8.com/S/NIO\">Nio</a>(NIO.US) up 1.71%;<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>(TSLA.US) rose 0.59%.</p><p>Recently, Wedbush Securities analyst Dan Ives published a research report saying that its \"green wave\" theory is still in play, and it is expected that electric vehicles will account for 10% of total car sales by 2025, and will rise to 20% by 2030.</p><p>Separately, Fitch believes that the application of electric vehicles in the United States will continue to lag behind China and some European countries, because the sales targets and incentives for electric vehicles in these regions are more sophisticated than those set in the United States. EV margins are expected to start approaching those of fuel-powered vehicles as early as 2025.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"http://www.zhitongcaijing.com/content/detail/537949.html\">智通财经</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/2c0ab7d3f5d89bb403311ca0a8e68f8e","relate_stocks":{"02015":"理想汽车-W","LI":"理想汽车"},"source_url":"http://www.zhitongcaijing.com/content/detail/537949.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2160700780","content_text":"智通财经APP获悉，8月18日(周三)美股盘前，新能源汽车板块上涨。截至北京时间16:13，理想汽车(LI.US)涨2.39%；小鹏汽车(XPEV.US)涨2.17%；蔚来(NIO.US)涨1.71%；特斯拉(TSLA.US)涨0.59%。近期，Wedbush Securities分析师Dan Ives发表研报表示，其“绿色浪潮”理论仍在发挥作用，预计到2025年电动汽车将占汽车总销量的10%，到2030年将上升至20%。另外，惠誉认为，电动汽车在美国的应用将继续落后于中国和一些欧洲国家，因为这些地区的电动汽车销售目标和激励措施比美国制定的更完善。预计电动汽车的利润率最早可能在2025年开始接近燃油汽车的利润率。","news_type":1,"symbols_score_info":{"02015":1,"LI":1}},"isVote":1,"tweetType":1,"viewCount":3308,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}