港股详情

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烟草概念

679.795

-16.277-2.34%

涨家数：1

跌家数：5

平家数：- -

市盈率：- -

高：693.587

开：692.519

低：671.384

收：696.072

数据加载中...

中信建投：智驾平权背景下智驾渗透率将快速提升车载电子元件需求有望爆发

今日两只新股申购，宁德时代、比亚迪供应商等在列 | 打新早知道

21世纪经济报道

【中信建投：智驾平权背景下智驾渗透率将快速提升车载电子元件需求有望爆发】中信建投研报指出，2025年2月10日，比亚迪在其智驾发布会展示了智驾系统研发和商业成果，其2025年高阶智驾将向10万元甚至7万元车型下沉，该战略将使得同行业车企跟进，带来全行业的智驾下沉。根据亿欧智库，2024年L2+（高速NOA）渗透率达到8%，L2+（城市NOA）则为0%，预计到2030年L2+（高速NOA）和L2+（城市NOA）的渗透率分别达到55%、25%。智驾平权背景下，智驾渗透率将快速提升，对应地，激光雷达、摄像头、算力芯片、域控制器等环节将迎来出货量增长和配置升级机会，车载电子元件需求有望爆发。

千亿投研智驾，比亚迪迈向下一个万亿市值

21世纪经济报道

比亚迪“智驾平权”葫芦里卖的什么药？

Ofweek维科网

比亚迪、大疆、华为联合研发，方程豹豹8无人机版3月2日发布

凤凰网科技

瀚川智能：公司生产的全自动高速传输线束生产设备，服务于比亚迪的业务需求

比亚迪、华为、大疆三强合一！方程豹豹8无人机版官宣3月2日发布

快科技官方

【摩根大通认股证牛熊证】汽车股受市场关注比亚迪曾升穿400元大关可留意比迪购13850/沽13837

阿斯达克财经

三花智控(002050.SZ)：公司与比亚迪合作紧密

申万宏源：FSD入华取得进展国内智驾鲶鱼效应将起

沸腾了！蔚来大涨11%！理想、小鹏、比亚迪等全部涨了发生了什么？

比亚迪电子(00285)出现大手卖出11.55万股，成交价$55.0，涉资635.25万

阿斯达克财经

中国供应商ESG评级平台上线比亚迪成为首批核心发起单位

比亚迪电子盘中异动早盘急速拉升3.05%

智驾产业链加速协同“搅热”新能源汽车市场

经济参考报

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21:08","pubTimestamp":1740661733,"startTime":"0","endTime":"0","summary":"上半场，比亚迪切断退路，坚定电动化。2022年4月，比亚迪成为全球首个正式宣布“停产燃油车”的车企。今年2月10日，比亚迪宣布将高阶智驾下沉到7万元级市场。四天后，比亚迪重回万亿市值，达1.01万亿元。摩根士丹利认为，这将巩固比亚迪的市场份额。花旗银行也在比亚迪发布智驾后上调了对比亚迪的股价预期。与小鹏等车企相比，比亚迪落后了一步。在7万级车型搭载高阶智驾背后是比亚迪的成本控制能力。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250227211413a25664c4&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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DM-i等多款车型也申报了配备车载无人机的版本。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://tech.ifeng.com/c/8hJfVlWzWJ9","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"productRelease","news_rank":0,"length":0,"strategy_id":0,"source":"fenghuang_stock","symbols":["01211","BK0188","LU1023057109.AUD","LU2097828474.EUR","LU0348767384.USD","SG9999015978.USD","BK1515","LU0211977185.USD","LU0516422440.USD","LU2778985437.USD","EVS.SI","LU0274383008.USD","LU0052750758.USD","BK0070","LU2097828805.USD","LU0214875030.USD","LU0143863198.USD","BK0264","LU2476274308.USD","LU2580892789.USD","LU0359201612.USD","LU1146622755.USD","LU0348805143.USD","002594","BK0196","LU1242518857.USD","LU0348766576.USD","LU1868837565.USD","BK1607","LU0531970944.HKD","LU2360107325.USD","00285","BK1594","LU0359202008.SGD","LU1861219969.SGD","LU2148510915.USD","BYDDY","BK1119","BK1582","81211","BK1540","BK1589","LU2097828714.EUR","LU0823426308.USD","LU2580892862.HKD","BK1580","SG9999015986.USD","HYDD.SI","BK0014","LU1781817850.SGD"],"gpt_icon":1},{"id":"2514824648","title":"瀚川智能：公司生产的全自动高速传输线束生产设备，服务于比亚迪的业务需求","url":"https://stock-news.laohu8.com/highlight/detail?id=2514824648","media":"互动易","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2514824648?lang=zh_cn&edition=fundamental","pubTime":"2025-02-27 16:15","pubTimestamp":1740644106,"startTime":"0","endTime":"0","summary":"有投资者向瀚川智能提问， 请问公司是否有为比亚迪高阶智驾系统“天神之眼”提供直接或间接的服务？公司回答表示，尊敬的投资者您好！公司生产的全自动高速传输线束生产设备，服务于比亚迪的业务需求。感谢您的关注！","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250227162656a2560540&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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15:58","pubTimestamp":1740643113,"startTime":"0","endTime":"0","summary":"快科技2月27日消息，比亚迪方程豹宣布，豹8无人机版将在3月2日19:30正式发布。这款车型是比亚迪与大疆、华为联合研发的成果，号称搭载全球最新的车载无人机系统。此前，在2024比亚迪梦想日活动中，比亚迪与大疆合作推出了全球首个整车集成的车载无人机系统。除了方程豹8，其他多款比亚迪车型也申报了配备车载无人机系统，包括仰望U8越野玩家版、腾势N9、方程豹钛3、比亚迪唐L和比亚迪海狮07 DM-i等车型。","market":"hk","thumbnail":"https://k.sinaimg.cn/n/spider20250227/128/w600h1128/20250227/11e0-d6f11efa1611cd0fe53d0f3bab62b5da.jpg/w120h90l50t1867.jpg","type":0,"news_type":0,"thumbnails":["https://k.sinaimg.cn/n/spider20250227/128/w600h1128/20250227/11e0-d6f11efa1611cd0fe53d0f3bab62b5da.jpg/w120h90l50t1867.jpg"],"rights":{"source":"sina_tech","url":"https://tech.sina.cn/mobile/xp/2025-02-27/detail-inemxeui7958622.d.html?vt=4","rn_cache_url":null,"customStyle":"body{padding-top:10px;}.art_tit_h1{#titleStyle#}a{#lv2TextColor#}.art_time, .art_cite{#sourceStyle#;} .art_cite{margin-left: 3px;}.weibo_user{#sourceStyle#; margin-bottom: 0; display: inline-block;}.weibo_time{#sourceStyle#};","selectors":".module-article, 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比亚迪曾升穿400元大关 可留意比迪购13850/沽13837","url":"https://stock-news.laohu8.com/highlight/detail?id=2514233478","media":"阿斯达克财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2514233478?lang=zh_cn&edition=fundamental","pubTime":"2025-02-27 15:15","pubTimestamp":1740640500,"startTime":"0","endTime":"0","summary":"另一汽车股比亚迪今日股价再创历史新高，升穿400元大关并高见408元水平。集团本周推出了全新中型电动车，投资者同时关注比亚迪于未来新车款上人工智能的应用。如看好比迪或将继续上行可留意比迪购，行使价510.11港元，实际杠杆5.8倍，2025年08月18日到期。过往表现并不代表将来的表现，摩根大通不保证未来事件或表现将与上述任何意见或预测一致。Nasdaq尚未认证该结构性产品的合法性或适用性。","market":"other","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20200427162721466_s.jpg","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20200427162721466_s.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1420750/latest-news/AAFN","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"aastocks_highlight","symbols":["BK0188","LU0588546209.SGD","LU1580142542.USD","BK1580","BK1504","LU0516422952.EUR","LU0348735423.USD","BK1119","LU0979878070.USD","LU0856984785.SGD","LU2097828805.USD","LU2097828557.USD","BK1589","SG9999014674.SGD","LU1146622755.USD","LU2097828631.EUR","LU1868838027.USD","SG9999015945.SGD","BYDDY","81211","LU0516422440.USD","EVS.SI","LU0289961442.SGD","LU1820825898.SGD","LU1064130708.USD","LU1861214812.USD","LU2360107325.USD","BK1582","LU0143863198.USD","BK0169","BK0264","002594","LU2097828714.EUR","LU2328871848.SGD","LU1242518931.SGD","00285","LU1861219969.SGD","LU1868837722.USD","LU0175139822.USD","LU2097828474.EUR","SG9999015986.USD","BK0196","HYDD.SI","LU0320764599.SGD","LU0417516738.SGD","LU1969619763.USD","BK1610","LU0052750758.USD","01211","LU0289739343.SGD"],"gpt_icon":1},{"id":"2514828699","title":"三花智控(002050.SZ)：公司与比亚迪合作紧密","url":"https://stock-news.laohu8.com/highlight/detail?id=2514828699","media":"格隆汇","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2514828699?lang=zh_cn&edition=fundamental","pubTime":"2025-02-27 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国内智驾鲶鱼效应将起","url":"https://stock-news.laohu8.com/highlight/detail?id=2514842001","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2514842001?lang=zh_cn&edition=fundamental","pubTime":"2025-02-27 14:22","pubTimestamp":1740637379,"startTime":"0","endTime":"0","summary":"FSD入华取得进展，短期性能属于L2级别。申万宏源主要观点如下：FSDv13迭代核心变化2024年12月向AI4用户大面积推送。FSDv13入华的鲶鱼效应1)高阶智驾渗透率提升。FSD本质是软件溢价，将带动特斯拉特定车型销量提升，全产业链受益3)基础设施配套。国内汽车销售价格承压，比亚迪“智驾平权”进一步缩小利润空间，中小厂商可能存在较大生存压力，市场份额有望进一步向头部厂商集中。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1255146.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["BK0188","BK1540","LU1720050803.USD","BK1580","BK1504","01274","BK0028","BK1119","BK1179","BK1589","LU0593848301.USD","BK0012","BK1587","BK1147","LU0348767384.USD","06806","LU1794554557.SGD","BK0276","BK1149","BK1607","LU0348766576.USD","BK1582","LU0274383008.USD","000166","BK1588","BK1539","00285","BK1575","BK0183","BK1610","BK1144","BK1515","BK1564"],"gpt_icon":1},{"id":"2514800817","title":"沸腾了！蔚来大涨11%！理想、小鹏、比亚迪等全部涨了 发生了什么？","url":"https://stock-news.laohu8.com/highlight/detail?id=2514800817","media":"东方财富","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2514800817?lang=zh_cn&edition=fundamental","pubTime":"2025-02-27 11:08","pubTimestamp":1740625687,"startTime":"0","endTime":"0","summary":"2月27日早盘，港股蔚来、小鹏、理想、吉利、比亚迪等中国汽车企业全线上涨。截至发稿，蔚来涨超11%，小鹏涨超7%，吉利汽车涨超4%。昨夜美股，蔚小理等也纷纷大涨，涨幅均超过10%。消息面上，近期多家车企公布新车消息。小鹏CEO何小鹏宣布，新款小鹏G6将于2月28日正式亮相。此外，何小鹏表示，公司计划在2025年推出准L3和L3自动驾驶，相关技术架构能复用至人形机器人的脚、手结构，并且公司有信心成为中国最早量产L3机器人的企业之一。理想方面，2月25日，理想公布旗下首款纯电SUV i8的外观造型信息。（文章来源：每日经济新闻）","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202502271108229631f443&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, 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10:29","pubTimestamp":1740623340,"startTime":"0","endTime":"0","summary":"[大手成交]比亚迪电子(00285)在上午10:29出现大手卖出，成交量为11.55万，成交价为港币$55.0，涉资635.25万。至目前为止，股价跌1.078%，今日最高价为$57.8，而最低价为$55.0，总成交量为751.841万股，总成交金额港币$4.245亿。","market":"other","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20180205145552499_s.jpg","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20180205145552499_s.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.aastocks.com/tc/stocks/news/aamm-content/AAT2502275232/aamm-all-category","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"aastocks_highlight","symbols":["BK1607","BK1582","LU0348766576.USD","LU0348767384.USD","BK1589","BK1515","00285","BK1580","BK1149","BK1504","BK1540","LU0274383008.USD"],"gpt_icon":0},{"id":"2514811977","title":"中国供应商ESG评级平台上线 比亚迪成为首批核心发起单位","url":"https://stock-news.laohu8.com/highlight/detail?id=2514811977","media":"美港电讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2514811977?lang=zh_cn&edition=fundamental","pubTime":"2025-02-27 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早盘急速拉升3.05%","url":"https://stock-news.laohu8.com/highlight/detail?id=2514816107","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2514816107?lang=zh_cn&edition=fundamental","pubTime":"2025-02-27 09:35","pubTimestamp":1740620140,"startTime":"0","endTime":"0","summary":"2025年02月27日早盘09时35分，比亚迪电子股票出现异动，股价快速上涨3.05%。比亚迪电子股票所在的电讯设备行业中，整体涨幅为0.12%。其相关个股中，酷派集团、比亚迪电子、小米集团-WR涨幅较大，振幅较大的相关个股有酷派集团、比亚迪电子、小米集团-W，振幅分别为41.67%、3.95%、2.75%。随着比亚迪智驾向10万元以下车型渗透，公司的智驾域控产品有望充分受益，预计比亚迪电子的汽车电子业务将保持约40%的年增速，成为公司业绩增长的重要驱动力。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250227093541abde830e&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, 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02:13","pubTimestamp":1740593626,"startTime":"0","endTime":"0","summary":"近期，新能源汽车市场迎来新一轮技术变革，多家车企纷纷发力智能驾驶（智驾）领域，推动智驾功能向入门车型普及，并加速与AI大模型的深度融合。业内人士指出，这一趋势不仅标志着汽车智能化进程的加速，也为整个行业注入了新的活力。车企持续发力推动智驾普及近日，比亚迪在智能化战略发布会上发布全民智驾战略，在整车智能战略下，比亚迪构建起天神之眼技术矩阵，其全系车型将搭载高阶智驾技术。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202502273330668887.html","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202502273330668887.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_eastmoney","symbols":["LU0708995583.HKD","81211","BK1607","LU0289739343.SGD","LU0516422366.SGD","SG9999015986.USD","LU0143863198.USD","LU0289961442.SGD","LU0856984785.SGD","LU0274383008.USD","LU0348805143.USD","BK4555","BK1589","LU1861219969.SGD","LU2097828714.EUR","BK4551","BK1582","002594","BK1539","LU2348774022.SGD","SG9999001226.SGD","LU0819121731.USD","XPEV","LU0823426308.USD","BK1610","LU1242518931.SGD","LU0348735423.USD","LU0511384066.AUD","HYDD.SI","LU0289960550.SGD","LU2097828631.EUR","BYDDY","BK1575","LU0211977185.USD","SG9999006597.SGD","EVS.SI","LU2097828557.USD","01211","BK1580","LU0254981946.USD","LU0359202008.SGD","BK1594","LU0516423091.SGD","LU0516422952.EUR","09868","BK4526","LU0531970944.HKD","LU0823414478.USD","00285","BK1515"],"gpt_icon":1}],"pageSize":16,"totalPage":12,"pageCount":9,"totalSize":181}]}}