汽车与汽车零部件行业周报：科技加速并购扬帆

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智驾、AI、人形机器人共振引爆车圈2 月10 日，比亚迪在智能化战略发布会上重磅发布了高阶智驾系统“天神之眼”。该系统分为三个版本：天神之眼A 主要应用于仰望品牌，天神之眼B（高阶智能激光版）主要用于腾势和比亚迪品牌，天神之眼C（高阶智驾三目版）则主要应用于比亚迪品牌。比亚迪“天神之眼”高阶智驾可实现全程高速0 接管，开创全民自驾新时代。比亚迪还宣布其整车智能“璇玑架构”将接入Deepseek-...

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亿美元，有消息称正组建团队自研机器人。汽车产业链继续沿着AI/自动驾驶、人形机器人、飞行汽车同源技术趋势，开启科技加速之路。东风长安合并重组，汽车圈并购央企巨头先行央企东风集团、中国兵器装备集团以及中国兵器工业集团展开并购重组。中国兵器装备集团有限公司旗下汽车业务，包括长安汽车和中国长安，全部同东风汽车集团有限公司合并，旗下军工业务全部合并到中国兵器工业集团有限公司。东风集团与兵装系的长安集团两大央企汽车集团开启合并重组工作，新能源车时代的中国汽车行业大整合拉开序幕，我们在2024 年6 月的报告《激荡四十年，并购周期再临：中国汽车产业并购启示录》中以产业生命周期为基础逻辑复盘了中国汽车的并购历史，并预测新能源时代的中国汽车并购重组即将到来。东风长安并购为此方向拉开帷幕，未来中国新能源车将在并购重组中迈向更高质量发展阶段。海外智驾与并购同样构成热点智驾方面，特斯拉计划于6 月在奥斯汀推出付费自动驾驶出租车业务；Lyft、Mobileye、丸红携手，计划明年在达拉斯推出 Robotaxi 服务；同时特斯拉FSD 墨西哥市场上线，预计一季度登陆欧洲和中国。并购方面，2 月12 日消息，日系汽车头部企业日产和本田的并购计划谈判破裂，主要原因是日产的自尊心和对当前困境的轻视，以及本田突然改变提案要求日产成为其子公司。2 月8 日讯，据英国《金融时报》报道，雷诺集团近日已重新启动与富士康的谈判，商讨出售其所持有的日产汽车公司股份事宜。市场猜测基于日产、本田的合作破裂，不排除后续富士康收购日产的计划。科技与并购整合成为全球汽车发展主线。投资建议：关注新能源车对传统燃油车的持续替代，同步自主品牌继续压缩合资品牌空间。关注AI/智能驾驶、人形机器人、飞行汽车等新兴科技在汽车领域共振引发的行业估值向上逻辑。关注行业并购重组高质量发展前景，其中既包括央国企的并购重组，也包括在新科技发展背景下，传统企业转型对新兴业态的并购机会。风险提示：经济复苏不及预期风险，政策支持力度不及预期风险，行业竞争加剧超预期风险、科技进步落地不及预期风险等。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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汽车与汽车零部件行业周报：科技加速 并购扬帆

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汽车与汽车零部件行业周报：科技加速并购扬帆