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博泰车联再涨近7% 公司连续获得车企海外智能座舱项目定点通知
Zhi Tong Cai Jing· 2025-11-26 03:57
Core Viewpoint - The recent announcements of project confirmations indicate that the company is solidifying its competitive position in the international high-end automotive market, marking a transition to a new phase of "technology export" and "supply chain scale export" [1] Company Developments - The company has seen a stock price increase of nearly 7%, currently trading at 189.1 HKD with a transaction volume of 15.3037 million HKD [1] - The company has received project confirmation notifications from a leading high-end new energy vehicle manufacturer, designating it as the supplier for the overseas integrated hardware and software cockpit domain controller for the 8295 platform [1] - Additionally, the company has received a series of project confirmations from a global leading automotive manufacturer, indicating it will provide high-end intelligent cockpit integrated core products and solutions in the global market [1] Industry Insights - The concentration of recent project confirmations suggests that the company's comprehensive intelligent solutions have established a strong competitive edge among international high-end automotive manufacturers [1] - Both confirmed projects are focused on overseas market development, highlighting the company's strategic shift towards international expansion [1]
博泰车联:湖州创晟驰铭股权投资拟6244万元出售阿维塔科技(重庆)0.24%股权
Zhi Tong Cai Jing· 2025-11-21 14:09
Core Viewpoint - Botai Car Union (02889) announced the sale of a 0.24% stake in Avita Technology (Chongqing) Co., Ltd. for RMB 62.44 million, with the seller no longer holding any shares post-transaction [1] Group 1: Transaction Details - The transaction involves the seller, Huzhou Chuangsheng Chiming Equity Investment Partnership, and the buyer, Wuhu Henghe No. 3 Venture Capital Fund Partnership [1] - The total stake sold in Avita Technology amounts to 0.91% across this and previous transactions [1] Group 2: Strategic Considerations - The sale aims to lock in existing investment returns and enhance the company's cash liquidity [1] - It also seeks to reduce uncertainty from fluctuations in the fair value of the investment, thereby improving financial performance stability and predictability [1] - This strategic move allows the company to focus more on its core business development and long-term strategic goals [1]
博泰车联(02889) - 须予披露的交易 - 出售目标公司股权
2025-11-21 13:46
香港交易及結算所有限公司及香港聯合交易所有限公司對本公告之內容概不負責,對其準確 性或完整性亦不發表任何聲明,並明確表示概不就因本公告全部或任何部份內容而產生或因 倚賴該等內容而引致之任何損失承擔任何責任。 PATEO CONNECT Technology (Shanghai) Corporation 博 泰 車 聯 網 科 技 ( 上 海 ) 股 份 有 限 公 司 ( 於 中 華 人 民 共 和 國 成 立 的 股 份 有 限 公 司 ) (股份代號:2889) 須予披露的交易 出售目標公司股權 本次出售事項 董事會宣佈,於2025年11月21日(交易時段後),賣方(本公司之非全資有限合 夥企業)與買方四簽訂股權轉讓協議II,據此,賣方同意出售及買方四同意購 買目標公司0.24%的股權,代價為人民幣62.44百萬元。於本次出售事項完成 後,賣方將不再持有目標公司任何股權。 上市規則的涵義 根據上市規則第14.22條,如一連串交易全部均於12個月內進行或屬彼此相關 者,則該等交易合併計算,並視為一項交易處理。本次出售事項、前次出售 事項及過往出售事項涉及出售某一特定公司(即目標公司)的權益並且交易性 質相似 ...
博泰车联发布重大业务进展 连续获得车企海外智能座舱项目定点通知
Zheng Quan Ri Bao Wang· 2025-11-20 14:17
Core Insights - The company, Botai Vehicle Networking Technology (Shanghai) Co., Ltd., has received project designation notifications from leading high-end new energy vehicle manufacturers, indicating its selection as a supplier for integrated hardware and software cockpit domain controllers for overseas projects [1][2] - The recent influx of project designations signifies the establishment of a solid competitive edge for Botai's comprehensive intelligent solutions within international high-end automotive enterprises [1] - The company is transitioning from "technology going abroad" to "supply chain scaling abroad," marking a new phase in its international expansion [1] Company Developments - Botai has maintained substantial and stable R&D investments, focusing on key technology autonomy, and has gained project mass production experience with major automotive clients like Li Auto and Huawei [2] - The projected total development amount for the announced projects is approximately 7 billion yuan [2] - The company plans to enhance its presence in cutting-edge fields such as AI large models and embodied intelligence, aiming to improve product value and supply chain efficiency through deep hardware-software collaboration [2] Market Position - The company has received a "buy" rating from Guotai Junan Securities, which highlights the ongoing expansion of the intelligent cockpit sector amid accelerating global automotive intelligence [2] - Botai's multiple advantages are expected to solidify its growth trajectory in the expanding market for intelligent cockpits [2]
博泰车联收到高端车企项目定点通知
Zhi Tong Cai Jing· 2025-11-20 11:29
Core Viewpoint - 博泰车联 has received project designation notifications from leading high-end new energy vehicle companies, indicating its recognition as a supplier for integrated hardware and software cockpit domain controllers and core products for intelligent cockpit solutions [1] Group 1: Project Designation Notifications - The company has been selected as the supplier for the 8295 platform overseas integrated hardware and software cockpit domain controller by a leading high-end new energy vehicle manufacturer [1] - The company has also received a series of project designation notifications from a global leading automotive manufacturer for automotive intelligence projects, indicating its role in providing high-end intelligent cockpit integrated solutions globally [1] Group 2: Market Position and Competitiveness - The recent project designations reflect the company's strong technical capabilities, gaining recognition from both new and existing clients [1] - These developments enhance the company's market competitiveness and solidify its position in the new energy passenger vehicle sector, contributing to its sustainable development and future growth potential [1]
博泰车联(02889)收到高端车企项目定点通知
智通财经网· 2025-11-20 11:25
Core Insights - The company, Botai Carlink (02889), has received project designation notifications from several high-profile clients, including a leading high-end new energy vehicle manufacturer and a global automotive giant [1] Group 1: Project Designation Notifications - The company has been selected as the supplier for the overseas hardware-software integrated cockpit domain controller for a high-end new energy vehicle project [1] - The company will provide core products and solutions for high-end intelligent cockpit domain hardware-software integration for a global automotive client [1] Group 2: Market Position and Recognition - The recent project designations indicate that the company's technological capabilities have been recognized by both new and existing clients [1] - The company has strengthened its market competitiveness and enhanced its position in the new energy passenger vehicle sector, which is beneficial for future sustainable development [1]
博泰车联(02889.HK)获高端车企定点
Ge Long Hui· 2025-11-20 11:17
Core Viewpoint - 博泰车联 has received project designation notifications from leading high-end new energy vehicle companies, indicating recognition of its technological strength and enhancing its market competitiveness in the new energy passenger vehicle sector [1] Group 1: Project Designation Notifications - 博泰车联 has been selected as the supplier for the overseas hardware and software integrated cockpit domain controller for the 8295 platform by a leading high-end new energy vehicle company [1] - The company has also received a series of project designation notifications for automotive intelligence projects from a global leading automotive manufacturer, indicating its role in providing high-end integrated core products and solutions in the global market [1] Group 2: Market Position and Competitiveness - The recent project designations reflect 博泰车联's deepening of industry chain collaboration and the establishment of a strong ecological integration capability, which has gained widespread market recognition [1] - These developments are expected to further enhance the company's market position and sustainable development capabilities in the new energy passenger vehicle sector [1]
博泰车联(02889) - 自愿性公告 - 业务发展最新情况:收到项目定点通知
2025-11-20 11:07
PATEO CONNECT Technology (Shanghai) Corporation 香港交易及結算所有限公司及香港聯合交易所有限公司對本公告之內容概不負責,對其準確 性或完整性亦不發表任何聲明,並明確表示概不就因本公告全部或任何部份內容而產生或因 倚賴該等內容而引致之任何損失承擔任何責任。 本公告乃由博泰車聯網科技(上海)股份有限公司(「本公司」及其附屬公司合稱 「本集團」)自願作出,旨在向本公司股東(「股東」)及潛在投資者告知本集團的 最新業務發展。 本公司董事(「董事」)會(「董事會」)欣然宣佈,本公司陸續收到項目定點通知, 其中包括收到某頭部高端新能源車企(「該客戶」)出具的《項目定點通知》,本 公司被該客戶選定為8295平台海外軟硬件一體化項目定點車型座艙域控制器的 供應商;本公司亦收到某全球頭部車企出具的一系列汽車智能化項目《項目定 點通知》,本公司將為該車企在全球市場範圍內提供高端智能座艙域軟硬件一 體化核心產品及解決方案。 本公司近年來不斷深化產業鏈協同,逐步形成強大的生態整合能力並獲得廣 泛市場認可度。該等項目定點通知標誌著本公司的技術實力得到了新客戶及 既有客戶的認可,進一步鞏固 ...
港股异动 | 博泰车联(02889)逆市涨超3% 公司为智能座舱解决方案供应商 机构看好明年实...
Xin Lang Cai Jing· 2025-11-19 03:47
Core Viewpoint - 博泰车联 is experiencing a stock price increase of over 3%, attributed to strategic partnerships and growth prospects in the automotive technology sector [1] Group 1: Strategic Partnerships - In September, 博泰车联 entered a strategic partnership with Porsche to develop next-generation in-car infotainment systems for the Chinese market, set to be used in multiple Porsche models starting in 2026, marking the company's significant entry into the global luxury car supply chain [1] - In October, 博泰车联 partnered with SenseTime to advance innovations in AI smart cockpits, large models, and robotics [1] Group 2: Market Position and Growth Potential - According to a report by Guotai Junan, the acceleration of automotive intelligence is expanding the smart cockpit as a core interaction entry point, positioning 博泰车联 favorably due to its technological capabilities, customer base, product upgrades, and international collaborations [1] - The company is expected to see a substantial improvement in profitability, with revenue growth, recovery in gross margins, and enhanced operational efficiency, projecting its first annual profit in 2026 [1]
博泰车联逆市涨超3% 公司为智能座舱解决方案供应商 机构看好明年实现年度盈利
Zhi Tong Cai Jing· 2025-11-19 03:43
Core Viewpoint - 博泰车联 is experiencing a stock price increase of over 3%, attributed to strategic partnerships and growth prospects in the automotive sector [1] Group 1: Strategic Partnerships - In September, 博泰车联 entered a strategic partnership with Porsche to develop next-generation in-car infotainment systems for the Chinese market, set to be used in multiple Porsche models starting in 2026, marking the company's significant entry into the global luxury car supply chain [1] - In October, 博泰车联 partnered with SenseTime to advance innovations in AI smart cockpits, large models, and robotics [1] Group 2: Market Position and Growth Potential - According to a report by Guotai Junan, the acceleration of automotive intelligence is expanding the smart cockpit as a core interaction entry point, positioning 博泰车联 favorably due to its technological capabilities, customer base, product upgrades, and international collaborations [1] - The company is expected to see a substantial improvement in profitability, with revenue growth, recovery in gross margins, and enhanced operational efficiency, projecting its first annual profit in 2026 [1]