Core Viewpoint - Junsheng Electronics (600699.SH) has recently announced that its subsidiary has secured project designation notifications from two leading automotive OEM clients, which will involve the development and provision of a range of automotive intelligent products globally, with a total lifecycle order value estimated at approximately RMB 15 billion, set to begin mass production in 2027 [1] Group 1 - The company has received project notifications from two major automotive OEM clients, details of which are confidential [1] - The projects will focus on developing products such as Central Computing Units (CCU) that integrate intelligent driving, connected vehicles, and smart cockpit technologies [1] - The total estimated order value for the projects over their lifecycle is around RMB 15 billion [1]

Core Viewpoint - Junsheng Electronics (600699.SH) has recently received project designation notifications from two leading automotive OEM clients, indicating a significant expansion in its business operations within the automotive sector [1] Group 1: Client Acquisition - The company has secured contracts with two major automotive OEM clients, although the names of these clients cannot be disclosed due to confidentiality requirements [1] - This acquisition is expected to enhance the company's market position and revenue potential in the automotive industry [1] Group 2: Product Development - Junsheng Electronics will develop and provide a range of intelligent automotive products for these clients, including Central Computing Units (CCU) that integrate smart driving, connected vehicles, and smart cockpit technologies [1] - The focus on intelligent automotive products aligns with industry trends towards increased automation and connectivity in vehicles [1] Group 3: Financial Outlook - The total order value for the projects over their lifecycle is estimated to be approximately RMB 15 billion [1] - Production is planned to commence in 2027, indicating a long-term revenue stream for the company [1]

定点通知不反映下游客户最终的实际采购金额，后续实际开展情况存在不确 定性，实际销售金额将以订单结算金额为准； 公司实际销售金额与下游客户相关车型实际产量等因素直接相关，汽车市场 整体情况、宏观经济形势等因素均可能对下游客户排产计划与采购需求构成一定 影响，进而为供货量带来不确定性影响；尽管各方具备履约能力，但在履约过程 中，可能会出现因不可预计、不可抗力等原因，导致定点项目延期、变更、中止 或终止； 上述定点项目预计不会对公司本年度经营业绩产生重大影响，但将有利于增 厚公司未来年度业务收入。 1 / 3 证券代码：600699 证券简称：均胜电子 公告编号：临 2025-057 宁波均胜电子股份有限公司 关于子公司新获全球性汽车智能化项目定点 的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示： 宁波均胜电子股份有限公司（以下简称"公司"）子公司近期新获两家头部 品牌主机厂客户（限于保密要求，无法披露其名称）项目定点通知，公司将为上 述客户在全球范围内开发并提供一系列汽车智能化产品，包括 CCU(Centra ...

Core Insights - Junsheng Electronics (600699) announced on September 15 that it has recently secured global designations for automotive intelligence projects from two leading OEM clients, which will involve providing integrated smart driving, connected intelligence, and smart cockpit central computing units (CCU) [1] - The total expected order value over the full lifecycle is approximately 15 billion yuan, with mass production planned for 2027 [1] - The company is actively advancing localization adaptation solutions for its smart business in major global automotive markets, indicating recognition of its development capabilities and product quality by top global clients [1] Product Development - Junsheng Electronics is currently developing new products, including a next-generation integrated high-performance automotive brain, central integrated smart cockpit domain controllers, 5G smart connected products, and regional controllers [1] - The company is also exploring the application of optical modules in automotive technology [1] Market Position - In 2023, Junsheng Electronics has experienced a rapid growth phase in its smart auxiliary driving and cockpit integration businesses, securing multiple orders for smart driving products from first-tier automotive brands [1] - The company is becoming an important player in the global smart driving sector [1]

Core Viewpoint - Junsheng Electronics (600699) announced on September 15 that its subsidiary has recently received project confirmation notifications from two leading automotive OEM clients, indicating a significant expansion in its automotive smart products business [1] Group 1: Project Details - The company will develop and provide a range of automotive intelligent products globally, including Central Computing Units (CCU) that integrate smart driving, connected vehicles, and smart cockpit technologies [1] - The total order value for the projects over their entire lifecycle is expected to be approximately 15 billion yuan, with mass production planned to start in 2027 [1]

Core Points - The Shanghai Composite Index fell by 0.26% on September 15, with 15 industries rising, led by power equipment and media, which increased by 2.22% and 1.94% respectively [1] - The automotive industry saw a rise of 1.44%, with a net inflow of 31.66 billion yuan in capital [1][2] - A total of 27 industries experienced net capital outflows, with the electronics sector leading at 87.73 billion yuan, followed by non-ferrous metals at 86.06 billion yuan [1] Industry Summary - The automotive sector had 277 stocks, with 161 rising and 12 hitting the daily limit. The top net inflow stocks included BYD with 8.92 billion yuan, Top Group with 8.21 billion yuan, and Jianghuai Automobile with 5.61 billion yuan [2] - The automotive sector's outflow list included Shanzhi Gaoke with a net outflow of 2.44 billion yuan, Weichai Power also at 2.44 billion yuan, and Zhongtai Automobile with 1.19 billion yuan [3] - The automotive industry had a total of 130 stocks with net inflows, while 6 stocks experienced outflows exceeding 1 billion yuan [2][3]

Group 1 - As of September 15, the EDR concept index rose by 1.28%, ranking 10th among concept sectors, with 10 stocks increasing in value, including Derun Electronics which hit the daily limit, and Junsheng Electronics, Ruiming Technology, and Bomin Electronics showing gains of 7.74%, 7.12%, and 5.01% respectively [1] - The EDR concept sector saw a net inflow of 0.68 billion yuan from main funds today, with 6 stocks receiving net inflows, and 5 stocks attracting over 300 million yuan, led by Junsheng Electronics with a net inflow of 3.07 billion yuan [2] - The top stocks by net inflow rate included Derun Electronics, Xingmin Zhitong, and Bomin Electronics, with net inflow rates of 32.40%, 12.10%, and 8.61% respectively [3] Group 2 - The stocks with the largest declines included Tianmai Technology, Shenyu Co., and Qiming Information, which fell by 3.78%, 2.21%, and 1.51% respectively [1][4] - The overall market saw various concept sectors with significant fluctuations, with the top gainers being in the pork sector at 2.82% and the top losers in military information technology at -1.35% [2] - The trading volume and turnover rates for key stocks in the EDR concept were notable, with Junsheng Electronics showing a turnover rate of 10.14% and Derun Electronics at 17.17% [3]

Market Overview - On September 15, the automotive parts sector rose by 1.33% compared to the previous trading day, with Kai Te Co., Ltd. leading the gains [1] - The Shanghai Composite Index closed at 3860.5, down 0.26%, while the Shenzhen Component Index closed at 13005.77, up 0.63% [1] Top Gainers in Automotive Parts Sector - Kai Te Co., Ltd. (Code: 832978) closed at 36.60, up 13.56% with a trading volume of 112,400 shares and a transaction value of 401 million yuan [1] - Haoen Automotive Electronics (Code: 301488) closed at 178.15, up 11.96% with a trading volume of 106,100 shares and a transaction value of 1.928 billion yuan [1] - Anhui Phoenix (Code: 832000) closed at 23.68, up 10.34% with a trading volume of 100,700 shares and a transaction value of 233 million yuan [1] - Other notable gainers include Shanzi Gaoke (Code: 000981) up 10.11%, Suoling Co., Ltd. (Code: 002766) up 10.06%, and Wanxiang Qianchao (Code: 000559) up 10.05% [1] Market Capital Flow - The automotive parts sector saw a net inflow of 854 million yuan from institutional investors, while retail investors contributed a net inflow of 312 million yuan [2] - However, speculative funds experienced a net outflow of 1.166 billion yuan [2] Individual Stock Capital Flow - Top net inflows from institutional investors included Top Group (Code: 601689) with 716 million yuan and Junsheng Electronics (Code: 600699) with 278 million yuan [3] - Wanxiang Qianchao (Code: 000559) had a net inflow of 278 million yuan from institutional investors, representing 43.52% of its trading volume [3] - Zhejiang Shibao (Code: 002703) also saw significant institutional interest with a net inflow of 229 million yuan, accounting for 42.27% of its trading volume [3]

New Stock Issuance - New stock issuance for 联合动力 (code: 301656) at a price of 12.48 on September 15, 2025[1] - *ST天茂 (code: 000627) has a cash option declaration period from September 15 to September 19, 2025[1] - 紫天退 (code: 300280) has 14 trading days remaining until the last trading day during the delisting period[1] Market Alerts - 先导智能 (code: 300450) reported severe abnormal fluctuations[2] - 杭可科技 (code: 688006) and 新华锦 (code: 600735) have recent announcements regarding trading activities[1] - 退市整理期 for multiple stocks including *ST威尔 (code: 002058) and 新炬网络 (code: 605398) has been noted[1] Trading Insights - Significant trading activity observed in stocks like 工业富联 (code: 601138) and 景旺电子 (code: 603228) with recent announcements[1] - The report includes links to detailed announcements for various stocks, indicating ongoing market developments[1]

Core Viewpoint - The article discusses various ETFs that cater to different investment needs, emphasizing the importance of asset allocation in a volatile market [2][4]. Group 1: ETF Introductions - The "National Enterprise Dividend ETF" (159515) is highlighted as a strong dividend selection [5][8]. - The "Digital Economy ETF" (560800) focuses on core industries within the digital economy, aiming for both growth opportunities and long-term value [8]. - The "30-Year Treasury ETF" (511090) is presented as a long-term asset protector, offering flexible trading and high liquidity [8]. - The "Double Innovation 50 ETF" (588350) targets technology trends and emerging leaders in the market [8]. - The "Quality Growth ETF" (560500) is characterized as an active mid-cap stock explorer [9]. Group 2: Market Performance and Trends - As of September 15, 2025, the "Digital Economy Theme Index" (931582) rose by 1.39%, with notable individual stock performances such as Shengbang Co. (300661) increasing by 20.00% [11]. - The "Digital Economy ETF" (560800) saw a 1.22% increase, with a trading volume of 36.26 million yuan and a turnover rate of 4.77% [11]. - The index's top ten weighted stocks account for 53.36% of the total, with companies like Dongfang Wealth (300059) and Zhongxin International (688981) leading the way [13][15]. Group 3: Industry Insights - CITIC Securities notes that the analog chip sector has been lagging within the semiconductor industry but is expected to improve due to industry and policy trends [12]. - The article suggests focusing on four key areas: wafer foundries, computing chip design, domestic equipment and components, and advanced packaging, particularly in AI chip applications [12].