2025年3月3日，在比亚迪携手大疆推出"灵鸢"智能车载无人机系统后,其业务所属的电讯设备板块出现较大波动。
其中,比亚迪电子盘中大跌5.09%,报48.550港元/股,成交活跃。腾讯报告显示,资金流出方面,比亚迪电子流出1.52亿港元。
比亚迪电子作为比亚迪旗下的电子业务板块,主要业务涉及手机、笔电等智能终端模组生产。此次比亚迪携手大疆推出智能车载无人机系统,体现了其与汽车电子系统的深度结合,成为市场关注焦点。
同时,比亚迪和大疆联合发布智能车载无人机系统也引发了新能源汽车行业格局的重大关注。王传福宣称比亚迪成为全球首家量产车载无人机的车企,这不仅是对比亚迪智能驾驶技术的加持,也充分体现了其在新能源车型上的行业领先地位。
另外,新能源电池及智能互联两大核心领域内,欣旺达和英飞源等新能源行业标杆企业近期也出现重要动向。欣旺达旗下电池迭代升级、英飞源推出高端充电模组等,充分反映了新能源产业链各环节的快速迭代,同时也预示着头部企业维持技术领先优势的竞争加剧。
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