港股詳情

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煙草概念

679.371

-0.424-0.06%

漲家數：1

跌家數：3

平家數：2

市盈率：- -

高：688.172

開：679.436

低：668.169

收：679.795

資料載入中...

港股蘋果概念股震盪下跌，比亞迪電子(00285.HK)跌超7%

每日经济新闻

比亞迪電子盤中異動早盤大幅下挫3.04%

中信建投：智駕平權背景下智駕滲透率將快速提升車載電子元件需求有望爆發

今日兩隻新股申購，寧德時代、比亞迪供應商等在列 | 打新早知道

21世纪经济报道

【中信建投：智駕平權背景下智駕滲透率將快速提升車載電子元件需求有望爆發】中信建投研報指出，2025年2月10日，比亞迪在其智駕發佈會展示了智駕系統研發和商業成果，其2025年高階智駕將向10萬元甚至7萬元車型下沉，該戰略將使得同行業車企跟進，帶來全行業的智駕下沉。根據億歐智庫，2024年L2+（高速NOA）滲透率達到8%，L2+（城市NOA）則為0%，預計到2030年L2+（高速NOA）和L2+（城市NOA）的滲透率分別達到55%、25%。智駕平權背景下，智駕滲透率將快速提升，對應地，激光雷達、攝像頭、算力芯片、域控制器等環節將迎來出貨量增長和配置升級機會，車載電子元件需求有望爆發。

千億投研智駕，比亞迪邁向下一個萬億市值

21世纪经济报道

比亞迪“智駕平權”葫蘆裏賣的什麼藥？

Ofweek维科网

比亞迪、大疆、華為聯合研發，方程豹豹8無人機版3月2日發佈

凤凰网科技

瀚川智能：公司生產的全自動高速傳輸線束生產設備，服務於比亞迪的業務需求

比亞迪、華為、大疆三強合一！方程豹豹8無人機版官宣3月2日發佈

快科技官方

【摩根大通認股證牛熊證】汽車股受市場關注比亞迪曾升穿400元大關可留意比迪購13850/沽13837

阿斯达克财经

三花智控(002050.SZ)：公司與比亞迪合作緊密

申萬宏源：FSD入華取得進展國內智駕鯰魚效應將起

沸騰了！蔚來大漲11%！理想、小鵬、比亞迪等全部漲了發生了什麼？

比亞迪電子(00285)出現大手賣出11.55萬股，成交價$55.0，涉資635.25萬

阿斯达克财经

中國供應商ESG評級平台上線比亞迪成為首批核心發起單位

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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":["LU0348766576.USD","LU0052750758.USD","002594","SG9999015986.USD","LU1023057109.AUD","LU0531970944.HKD","BK1580","LU0274383008.USD","BK0070","BK1607","BK1582","LU2097828805.USD","LU0348767384.USD","BK0196","LU0211977185.USD","BK0014","BK1515","BYDDY","LU2360107325.USD","81211","LU1242518857.USD","BK0264","LU2097828714.EUR","LU0214875030.USD","LU0348805143.USD","BK1540","01211","HYDD.SI","LU2476274308.USD","LU0359201612.USD","LU0516422440.USD","BK1589","LU0143863198.USD","LU1781817850.SGD","00285","LU0823426308.USD","LU2778985437.USD","EVS.SI","BK1119","LU1861219969.SGD","BK1594","LU2097828474.EUR","LU0359202008.SGD","LU2148510915.USD","LU1146622755.USD","BK0188","LU2580892789.USD","LU2580892862.HKD","LU1868837565.USD","SG9999015978.USD"],"gpt_icon":1},{"id":"2514824648","title":"瀚川智能：公司生產的全自動高速傳輸線束生產設備，服務於比亞迪的業務需求","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_tw&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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比亞迪曾升穿400元大關 可留意比迪購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_tw&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)：公司與比亞迪合作緊密","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_tw&edition=fundamental","pubTime":"2025-02-27 15:09","pubTimestamp":1740640197,"startTime":"0","endTime":"0","summary":"格隆汇2月27日丨三花智控(002050.SZ)在投资者互动平台表示，公司与比亚迪合作紧密。","market":"sh","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.jrj.com.cn/2025/02/27150948423617.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":"jinrongjie_stock","symbols":["002594","LU0823426308.USD","LU1868837722.USD","LU0516422952.EUR","LU0449509016.USD","LU2778985437.USD","LU1781817850.SGD","LU1861219969.SGD","SG9999015986.USD","SG9999006597.SGD","002050","LU0143863198.USD","LU1023057109.AUD","LU1861214812.USD","EVS.SI","BK0169","LU0289961442.SGD","BK1607","LU0348735423.USD","SG9999015978.USD","LU0588546209.SGD","LU2097828805.USD","LU2360107325.USD","LU1242518857.USD","LU0823426480.USD","LU2097828557.USD","BK0187","BK1594","HYDD.SI","LU2097828714.EUR","LU0289739343.SGD","LU0052750758.USD","BK1580","LU1580142542.USD","LU1820825898.SGD","BK1515","BK0014","BYDDY","LU1242518931.SGD","LU2153592121.USD","BK1589","SG9999014674.SGD","LU0211977185.USD","LU2097828631.EUR","BK1610","LU0320764599.SGD","LU0417516738.SGD","00285","81211"],"gpt_icon":0},{"id":"2514842001","title":"申萬宏源：FSD入華取得進展 國內智駕鯰魚效應將起","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_tw&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":"沸騰了！蔚來大漲11%！理想、小鵬、比亞迪等全部漲了 發生了什麼？","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_tw&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":"中國供應商ESG評級平台上線 比亞迪成為首批核心發起單位","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_tw&edition=fundamental","pubTime":"2025-02-27 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