FF305 翌日披露報表 (股份發行人 ── 已發行股份或庫存股份變動、股份購回及/或在場内出售庫存股份) 表格類別： 股票 狀態： 新提交 公司名稱： 知行汽車科技(蘇州)股份有限公司 呈交日期： 2026年2月6日 如上市發行人的已發行股份或庫存股份出現變動而須根據《香港聯合交易所有限公司（「香港聯交所」）證券上市規則》(「《主板上市規則》」)第13.25A條 / 《香港聯合交易所有限公司GEM證券 上市規則》(「《GEM上市規則》」)第17.27A條作出披露，必須填妥第一章節 。 | 第一章節 | | | | | | | | --- | --- | --- | --- | --- | --- | --- | | 1. 股份分類 | 普通股 | 股份類別 H | | 於香港聯交所上市 | 是 | | | 證券代號 (如上市) | 01274 | 說明 | | | | | | A. 已發行股份或庫存股份變動 | | | | | | | | | | 已發行股份（不包括庫存股份）變動 | | 庫存股份變動 | | | | | 事件 | 已發行股份（不包括庫存股份）數 目 | 佔有關事件前的現有已發 行股份（不包 ...

Core Insights - The company, Zhixing Technology, is a leading player in the intelligent driving sector, focusing on the development of L2 to L4 autonomous driving solutions and expanding into logistics vehicles and commercial vehicles [1][2] Group 1: Intelligent Driving Sector - Zhixing Technology has successfully commercialized L2 to L2+ level driving assistance solutions and is developing L3 to L4 autonomous driving solutions [1] - The company has recently made significant strides in the logistics vehicle sector, with plans to launch its self-developed domain controller product in December 2025 and has secured multiple projects with leading commercial vehicle brands [1][2] - The domain controller is crucial for the efficient operation of autonomous logistics vehicles, enabling them to navigate from point A to point B [1] Group 2: Market Potential for Autonomous Logistics Vehicles - The market for autonomous logistics vehicles is in its early stages, with policies in place to promote growth, such as the testing of autonomous logistics vehicles in Guangzhou [2] - According to Dongwu Securities, it is projected that sales of autonomous logistics vehicles will exceed 100,000 units by 2026, achieving a penetration rate of 3.4% [2] - WEResearch forecasts that the domestic market for autonomous logistics vehicles will surpass 14 billion yuan by 2028, maintaining a doubling growth rate [2] Group 3: Technological Advancements and Collaborations - Zhixing Technology's iDC500 domain controller is the first globally to deploy the BEV Transformer+OCC perception algorithm on the Renesas V4H computing platform [2] - The company is advancing its autonomous driving algorithms from "perception-decision" to "understanding-reasoning," enhancing its technological capabilities [2] - The collaboration with Horizon has provided a solid foundation for the mass production of the J6M autonomous logistics vehicle domain controller [3] Group 4: Expansion into Embodied Intelligence Sector - Zhixing Technology is also venturing into the embodied intelligence sector, establishing a wholly-owned subsidiary and forming partnerships to develop key components for intelligent robots [4] - The company is leveraging its existing technology and production experience in driving assistance to accelerate the commercialization of embodied intelligence technologies [4] - Major automotive companies, including Tesla and Xiaomi, are entering the embodied intelligence industry, indicating a rapid growth cycle [4] Group 5: Industry Outlook - Investment banks predict that 2026 will be a pivotal year for humanoid robots, with significant production milestones expected from leading manufacturers [5] - Reports suggest that major humanoid robot manufacturers will achieve production levels in the thousands by 2026, indicating a robust market potential [5]

Core Viewpoint - The company, Zhixing Technology, is a leading player in the intelligent driving sector, focusing on multiple growth opportunities in the logistics vehicle market and expanding into the embodied intelligence sector. Group 1: Intelligent Driving Sector - Zhixing Technology specializes in intelligent driving solutions, offering commercialized L2 to L2+ level driving assistance systems and developing L3 to L4 autonomous driving solutions [1] - The company has recently made significant strides in the logistics vehicle sector, with plans to launch its self-developed domain controller product in the unmanned logistics vehicle field by December 2025, securing contracts with leading commercial vehicle brands [1][2] - The domain controller is crucial for the efficient operation of autonomous driving systems, enabling unmanned logistics vehicles to operate effectively [1] Group 2: Market Potential for Unmanned Logistics Vehicles - The unmanned logistics vehicle market is in its early stages but is supported by various policies, with projections indicating that sales could exceed 100,000 units by 2026, achieving a penetration rate of 3.4% [2] - The domestic unmanned logistics vehicle market is expected to surpass 14 billion yuan by 2028, maintaining a doubling growth rate [2] Group 3: Technological Advancements and Collaborations - Zhixing Technology's iDC500 domain controller is the first globally to deploy the BEV Transformer+OCC perception algorithm on the Renesas V4H computing platform, showcasing its technological leadership [2] - The company collaborates with Horizon Robotics to advance the mass production of its latest generation of domain controllers, enhancing its competitive edge in the market [2][3] Group 4: Embodied Intelligence Sector - Zhixing Technology is also expanding into the embodied intelligence sector, establishing a wholly-owned subsidiary and forming partnerships to develop key components for intelligent robots [4] - The company leverages its existing technology and production experience in driving assistance systems to accelerate the commercialization of embodied intelligence technologies [4] Group 5: Industry Trends and Projections - Major automotive companies, including Tesla and Xpeng, are entering the embodied intelligence sector, indicating a rapid growth cycle for the industry [4] - Investment banks predict that 2026 will be a pivotal year for humanoid robots, with significant production milestones expected from leading manufacturers [5]

Core Viewpoint - The strategic partnership between Zhixing Technology and Uno Minda Limited aims to localize ADAS solutions in India, leveraging both companies' strengths to capitalize on the electric and intelligent transformation of the Indian automotive market [1][3]. Group 1: Company Overview - Uno Minda Limited is a leading player in the Indian automotive components sector with over 68 years of industry experience, covering seven major product categories including control and safety systems, ADAS, and powertrains [3]. - Uno Minda holds leading positions in several segments of the Indian market, ranking first in switches and horns, and second in air filters and airbags, showcasing its strong overall capabilities [3]. Group 2: Strategic Collaboration - The collaboration will start with a specific vehicle model and aims to expand the breadth and depth of cooperation in the future, focusing on the localization of ADAS products [1][3]. - Uno Minda's extensive local market resources and established relationships with major Indian automakers like Tata and Mahindra, as well as international brands such as Honda, Hyundai, and Suzuki, will support the rapid localization and market penetration of the jointly developed ADAS products [3]. - The partnership represents a significant step for Zhixing Technology in establishing a foothold in the Indian smart automotive market, with both companies expected to leverage their respective advantages to promote the adoption of ADAS products and facilitate the intelligent upgrade of the Indian automotive industry [3].

截至月份: 2026年1月31日 狀態: 新提交 致：香港交易及結算所有限公司 公司名稱: 知行汽車科技(蘇州)股份有限公司 呈交日期: 2026年2月4日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | H | | | 於香港聯交所上市 (註1) | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 01274 | 說明 | | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 257,442,540 | RMB | | | 1 RMB | | 257,442,540 | | 增加 / 減少 (-) | | | 0 | | | | RMB | | | | 本月底結存 | | | 257,442,540 | RMB | | | 1 RMB | | 257,442,540 | 股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 本月底法定/註冊股本總額 ...

Core Insights - Zhixing Technology's iDC700, an integrated hardware and software domain controller for autonomous driving, has been selected for mass production by a leading domestic commercial vehicle brand [2] - The iDC700 has also been chosen for a driverless logistics delivery vehicle project, showcasing the company's strong technical foundation and development experience in this field [3] Group 1: Product Development and Technical Capabilities - Zhixing Technology has developed the iDC700 to meet the high demands of autonomous driving systems, focusing on hardware and underlying software design [3] - The underlying software utilizes high-speed Ethernet for flexible master-slave switching and external communication, while PCIe simulates network cards to support efficient data exchange between dual SOCs [3] - The hardware design addresses complexities from dual SOCs and multiple sensors, optimizing interfaces and architecture to reduce latency and ensure reliable data transmission [3] Group 2: Market Potential and Cost Efficiency - According to Dongwu Securities, the sales of driverless logistics vehicles are expected to exceed 100,000 units by 2026, with a penetration rate of 3.4% and a lifecycle delivery cost of only 0.08 yuan per item, which is over 60% lower than traditional micro-vans [4] - The company’s agile system, lightweight algorithms, modular hardware, and platform-based software allow for effective reuse of technology from previous projects, reducing development costs and expanding scale effects [4] - The new project involves new sensor selections and application algorithms, presenting significant integration challenges, which the company addresses through efficient inter-departmental collaboration and iterative validation [4] Group 3: Competitive Advantage and Sustainability - The recent project selection demonstrates Zhixing Technology's ability to reuse technology and its systematic efficiency in the domain controller field for driverless logistics vehicles [4] - The company’s agile organizational structure and platform-based approach provide a sustainable delivery advantage, supporting cost optimization and rapid deployment in the industry as it moves towards scalability [4]

Core Insights - The company, Zhixing Technology, has successfully secured a mass production project for its autonomous driving integrated domain controller, iDC700, based on Horizon's Dual Journey® 6M (J6M) platform, marking a significant achievement in the commercial vehicle sector [1] - This project follows the successful acquisition of a project for an unmanned logistics delivery vehicle, showcasing the company's strong technical foundation and extensive development experience in the autonomous logistics vehicle domain [3] Technical Developments - The iDC700 serves as a core hardware platform for autonomous driving systems, providing a stable environment for operations and is crucial for the large-scale point-to-point delivery of unmanned logistics vehicles [3] - The company has optimized its underlying software to meet stringent technical requirements, including high-speed Ethernet architecture for flexible switching and stable communication, PCIe simulation technology for efficient data interaction between dual SOCs, and a full-time synchronization mechanism to enhance data accuracy [3][4] - Hardware design improvements have been made to address the complexity of dual SOCs and multi-sensor integration in autonomous driving scenarios, focusing on reducing data transmission delays and ensuring reliable data interaction [4] Market Outlook - Dongwu Securities forecasts that by 2026, sales of unmanned logistics vehicles are expected to exceed 100,000 units, with a penetration rate of 3.4%, and the lifecycle cost per delivery for unmanned logistics vehicles is projected to be only 0.08 yuan, over 60% lower than traditional delivery methods [4] - The company aims to leverage its agile system, lightweight algorithms, modular hardware, and platform-based software to successfully replicate its first unmanned logistics vehicle project for new projects, thereby reducing development costs and expanding scale effects [4][5] Competitive Advantage - The recent mass production project highlights the company's ability to reuse technology and its operational efficiency, emphasizing its core advantages in sustainable delivery through software and hardware platformization and organizational agility [5] - As the unmanned logistics vehicle industry approaches a critical phase of large-scale implementation, the company is positioned to support cost optimization and rapid commercialization through its solid technical foundation and efficient collaboration systems [5]

知行汽车科技(苏州)股份有限公司成立于2016年12月，法定代表人为宋阳，经营范围包括汽车零部件研 发、汽车零部件及配件制造、通用零部件制造、汽车零配件批发等，由宋阳、中国国有企业混合所有制 改革基金有限公司、李双江等共同持股。 天眼查App显示，近日，知行科技(01274.HK)发生工商变更，注册资本由约2.26亿人民币增至约2.57亿 人民币，增幅约14%。 ...

Core Viewpoint - Zhixing Technology (01274) announced the resignation of Mr. Liu Yong as an independent non-executive director, effective January 15, 2026, due to personal work arrangements [1] Group 1 - Mr. Liu Yong will also cease to serve as the chairman of the audit committee and a member of the remuneration and assessment committee [1]

格隆汇1月15日丨知行科技(01274.HK)宣布，刘勇因其个人工作安排，已提出辞任公司独立非执行董 事，自2026年1月15日起生效。刘先生自2026年1月15日起辞任后，亦将不再担任公司审计委员会主席及 薪酬与考核委员会成员。 ...