奇瑞控股与海螺集团开展产业链深化合作；宁德时代与宇通集团签署全球战略合作备忘录丨汽车早参

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丨 2026年5月14日星期四丨　　NO.1百度智能云2025年支持超2000万辆新车交付　　5月13日，在Create 2026百度AI开发者大会上，百度集团执行副总裁、百度智能云事业群总裁沈抖披露，百度智能云去年成功支持超2000万辆L2级辅助驾驶新车交付。百度智能云依托芯云模体新全栈AI云，已覆盖主机厂、电池、芯片、无人车等产业链企业的研发、训练、仿真、测试及量产交付等多个环节，客户包括吉利...

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2026百度AI开发者大会上，百度集团执行副总裁、百度智能云事业群总裁沈抖披露，百度智能云去年成功支持超2000万辆L2级辅助驾驶新车交付。百度智能云依托芯云模体新全栈AI云，已覆盖主机厂、电池、芯片、无人车等产业链企业的研发、训练、仿真、测试及量产交付等多个环节，客户包括吉利、蔚来、宁德时代等。　　点评：百度智能云披露2025年支持超2000万辆L2级新车交付，这一量产数据直接验证了其“芯云模体”架构在智驾领域的商业化深度。对于百度自身，这意味着其AI云业务已从技术验证迈入规模化营收阶段，市场对其“第二增长曲线”的估值逻辑将更趋务实。产业链层面，吉利、NIO\" target=\"_blank\" web=\"1\">蔚来、宁德时代等核心客户的背书，强化了智能驾驶作为整车标配的趋势，算力与仿真环节的供应商将受益于车企研发投入的持续加码。这为科技板块提供了“AI+汽车”落地的实锤证据，提振了成长性行业的业绩能见度。　　NO.2奇瑞控股与海螺集团签署战略合作协议　　据海螺集团官网消息，5月11日，海螺集团与奇瑞控股集团签署战略合作协议，双方将聚焦汽车玻璃、聚氨酯新材料、新能源汽车应用等领域，开展产业链深化合作，共建先进材料与碳中和联合实验室，持续深化产业基金投资合作。　　点评：奇瑞控股与海螺集团的合作，是传统制造业向新能源产业链深度绑定的标志性事件。对海螺系上市公司而言，此举打开了汽车玻璃与聚氨酯新材料的增量空间，市场将重估其“建材转汽车”的转型确定性；对奇瑞而言，此举强化了供应链本土化与成本优势。在板块层面，这种“传统巨头+整车龙头”的垂直整合模式，为汽车零部件与新材料赛道提供了明确的订单预期，资金或进一步挖掘具备类似跨界协同逻辑的区域性国资标的。　　NO.3宁德时代与宇通集团签署全球战略合作备忘录　　5月13日，宁德时代宣布，其与宇通集团在5月12日签署全面战略合作备忘录。此次合作聚焦联合出海、商用车全场景电动化、重卡换电业务、品牌共建四大核心方向，双方将充分发挥各自在新能源商用车领域的产业优势，推动全球化布局与技术协同。　　点评：宇通与宁德时代的合作，是商用车出海与换电标准化的关键落子。对宇通而言，绑定电池龙头保障了核心部件供应稳定性，强化了其在海外市场的交付信誉；对宁德时代，则锁定了商用车大客户的高频换电场景，为其换电生态提供了规模化验证样板。这一合作将提振商用车电动化板块的估值逻辑，资金或更青睐具备“整车+电池”深度绑定特征的产业链标的。　　NO.4比亚迪储能与Corvus Energy AS签订战略合作协议　　据比亚迪储能官微消息，5月13日，比亚迪储能与Corvus Energy AS举行战略合作签署仪式。本协议旨在充分整合双方资源及技术优势，在海事新能源领域建立更加全面、深度的战略合作关系，双方将共同推进高倍率磷酸铁锂船用电池系统的研发、认证与规模化落地并推向全球市场。　　点评：比亚迪储能携手海外企业达成海事新能源领域深度合作，合力推进船用储能电池研发与全球化落地，进一步拓宽公司储能业务应用场景，开辟海事能源全新增长曲线，有效丰富企业业绩增长点，夯实长期发展价值。合作落地助力船用锂电、海上新能源配套产业加速发展，拓展储能行业细分赛道空间。同时完善国内储能企业出海布局体系，强化储能产业多元化发展逻辑，引导资金挖掘储能多场景应用及海外拓展能力突出的优质企业。（文章来源：每日经济新闻）","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":"corporation","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"need_login_tip":false,"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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