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jpcc
2021-05-24
$美联教育科技(METX)$
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jpcc
2021-05-24
造车交给专业的
华为突放重磅利空！千亿巨头被砸跌停，四个小伙伴跌惨了
jpcc
2021-04-29
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0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\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\">\n华为突放重磅利空！千亿巨头被砸跌停，四个小伙伴跌惨了\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-24 17:39 北京时间 <a href=https://mp.weixin.qq.com/s/FF6nJVvEZp4U9oOjYAenYQ><strong>中国证券报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>自从华为进入汽车赛道以来，华为投资汽车企业的传言不断。\n5月24日，华为发布声明称，华为不造车。至今为止，华为并未投资任何车企。未来也不会投资任何车企，更不会控股、参股。\n从二级市场来看，今日华为汽车概念股整体表现不佳。长安汽车和北汽蓝谷跌停；小康股份一度跌9.19%，收盘报54.20元，跌6.02%；广汽集团收跌4.32%。\n\n图片来源：东方财富\n华为发布声明\n目前及未来均不会投资任何车企\n5月...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/FF6nJVvEZp4U9oOjYAenYQ\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e8776326a073f38b9df528ccba693d04","relate_stocks":{"399001":"深证成指","399006":"创业板指","000001.SH":"上证指数"},"source_url":"https://mp.weixin.qq.com/s/FF6nJVvEZp4U9oOjYAenYQ","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1102742925","content_text":"自从华为进入汽车赛道以来，华为投资汽车企业的传言不断。\n5月24日，华为发布声明称，华为不造车。至今为止，华为并未投资任何车企。未来也不会投资任何车企，更不会控股、参股。\n从二级市场来看，今日华为汽车概念股整体表现不佳。长安汽车和北汽蓝谷跌停；小康股份一度跌9.19%，收盘报54.20元，跌6.02%；广汽集团收跌4.32%。\n\n图片来源：东方财富\n华为发布声明\n目前及未来均不会投资任何车企\n5月24日午间，华为发布声明称，华为不参股控股任何车企，勿轻信谣言。有关华为造车的不实传言，公司发言人已多次予以澄清，今天，华为再次重申：华为不造车。这一长期战略在2018年就已明确，没有任何改变。\n\n来源：华为今日头条号\n华为认为，产业界需要的不是华为品牌汽车，而是华为三十多年积累的ICT技术能力，来帮助车企造好面向未来的车，即为车企提供基于华为ICT能力的智能网联汽车部件。\n虽然华为多次声明华为不造车，但是近期关于华为入股相关汽车品牌的消息不断传出。\n\n本报记者 张兴旺/摄\n5月19日，据媒体报道，华为可能入股北汽极狐。华为方面与北汽蓝谷的高管会面，探讨更多层面的深度合作，包括股权、技术、产品以及销售渠道层面。5月20日，北汽蓝谷相关负责人回应称，没有此事。\n同样的事情在小康股份也出现过。此前有消息称，华为正在与“卖车”的合作方小康股份洽谈收购重庆金康新能源汽车控股权。4月29日下午，小康股份否认了这一传闻。\n5月24日，华为表示，至今为止，华为并未投资任何车企。未来也不会投资任何车企，更不会控股、参股。以后，凡是议论上说华为造车或者参股汽车制造行业，均为谣言，勿轻信。华为选择北汽、长安和广汽三家车企作为战略合作伙伴，支持它们打造各自子品牌。用了华为自动驾驶解决方案的车，经华为授权才可以使用HI标识，代表Huawei Inside。\n华为称，关于华为与重庆小康集团旗下的金康赛力斯的合作，华为是赛力斯SF5的电动部件和HiCar座舱部件的供应商。为了解决华为授权手机零售店在华为手机大幅减少情况下的生存问题，华为支持部分零售店来销售汽车，零售店可以获得相应收益。\n\n本报记者 张兴旺/摄\n华为汽车业务涉及两大板块\n“四伙伴”今日股价大跌\n值得注意的是，今日，华为汽车概念指数下跌。东财Choice数据显示，尾盘阶段，长安汽车跌停，收报22.50元，市值为1223.91亿元，较5月21日收盘的1359.90亿元，蒸发近136亿元。\n今日下午，北汽蓝谷跌停，收报17元，总市值为728.84亿元，较5月21日收盘的809.87亿元，蒸发81亿元。\n此外，小康股份今日下午一度跌9.19%，收报54.20元，跌6.02%。广汽集团收跌4.32%。\n东财Choice数据显示，截至目前，华为汽车概念公司有25家。\n\n中证君注意到，华为汽车概念公司涉及两大业务板块，一是整车部分，比如小康股份、北汽蓝谷、长安汽车、广汽集团近期在二级市场表现出众；二是零部件部分。目前其零配件提供商主要有银轮股份、三花智控、富临精工、湘油泵、祥鑫科技、永鼎股份、亚太股份等，分别提供热管理、驱动总成、减速器、结构件、机加压铸组件、车载线束等产品。\n2021年4月，华为与得润电子控股子公司意大利Meto签署了合作备忘录，双方共同推动车联网领域的发展，提供端到端的车联网UBI解决方案。\n5月13日，启明信息在投资者互动平台表示，公司车路协同产品目前已经研发完毕，正在进行测试工作，并积极筹划在部分智慧城市与智慧交通项目中进行应用。启明信息同时透露，与华为合作研发的车路协同系统研发启动时间较早，目前并不是基于鸿蒙系统，未来在产品更新迭代过程中会考虑进行升级。\n在回复投资者问询时，千方科技称，其与华为的车路协同技术路线都是C-V2X通信技术，目前已与部分车企开展车路协同项目的合作。千方科技同时表示，公司竞争力包括云边端技术能力、行业知识理解等，未来的智慧出行行业机遇与挑战并存。\n5月20日，四维图新在投资者互动平台答复投资者时表示，公司软件在车载端可以支持鸿蒙系统，未来高精度地图的盈利模式从目前看会是云服务为主的SaaS模式。此外，四维图新在年报中提及“公司是预装车系统行业第一，是华为为数不多的合作方之一”。\n华阳集团与华为的合作主要聚焦于车载智能驾驶舱方面的研究与开发。华阳集成华为HiCar的车机产品已经落地，基于华为海思芯片的自动泊车（APA）已有定点项目，其他合作正在推进中。华阳官方声称，与华为依然存在很大的合作空间。\n祥鑫科技主要向华为汽车业务配套供应车载结构件，应用于OBC、MDC等模块。\n富临精工5月11日在投资者互动平台表示，华为DriveONE三合一电驱动系统集成的减速器部件，部分由公司供应。","news_type":1},"isVote":1,"tweetType":1,"viewCount":496,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":109481133,"gmtCreate":1619709920922,"gmtModify":1634210508095,"author":{"id":"3581899051308314","authorId":"3581899051308314","name":"jpcc","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581899051308314","authorIdStr":"3581899051308314"},"themes":[],"htmlText":"<a 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