Core Insights - The automotive industry has undergone significant changes over the past 16 years, emphasizing the importance of focusing on core business operations [1][4] - National strategies are crucial, and entrepreneurs should identify key strategic opportunities within these forward-looking ideas [1][4] - Companies must maintain self-reliance but avoid reckless financial expenditures, while also embracing openness and global expansion [1][4] - It is essential for companies, especially downstream suppliers, to ensure they have sufficient resources and funding to survive in a complex global environment [5]

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 截至月份: 2025年11月30日 狀態: 新提交 致：香港交易及結算所有限公司 公司名稱: 博泰車聯網科技（上海）股份有限公司 呈交日期: 2025年12月3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) | 02889 | 說明 | H股 | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | 法定/註冊股本 | | | 上月底結存 | | | 70,997,847 | RMB | | 1 RMB | | 70,997,847 | | 增加 / 減少 (-) | | | 0 | | | RMB | | | | 本月底結存 | | | 70,997,847 | RMB | | 1 RMB | | 70,997,847 | | 2. 股份分類 | 普通股 | 股份類別 | 其他類 ...

Core Viewpoint - The company, Botai Che Lian (02889), has seen a nearly 7% increase in stock price due to recent project confirmations from major automotive manufacturers for overseas smart cockpit projects [1] Group 1: Company Developments - Botai Che Lian has received project confirmation notices, including one from a leading high-end new energy vehicle manufacturer, designating the company as the supplier for the cockpit domain controller for the 8295 platform [1] - The company has also received a series of project confirmation notices from a global leading automotive manufacturer, indicating that it will provide high-end integrated hardware and software solutions for smart cockpits in the global market [1] Group 2: Market Position and Strategy - Botai Che Lian is recognized as a leading supplier of smart cockpit solutions in China, and the recent influx of project confirmations suggests that its comprehensive smart solutions have established a solid competitive edge among international high-end automotive manufacturers [1] - The two confirmed projects are focused on overseas market development, marking a transition for the company from "technology going abroad" to "supply chain scaling abroad" [1]

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]

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]

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 ...

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]

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]

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]

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]