Group 1 - The company responded to an investor inquiry regarding the number of shareholders as of July 31, 2025, stating it will be 18,951 [1]

格隆汇8月5日丨路畅科技(002813.SZ)在互动平台表示，公司目前已有部分产品应用于工程机械。 ...

证券之星消息，根据天眼查APP数据整理，近日，湖南联路智能科技有限公司成立，法定代表人为蒋福 财，注册资本1000万元，经营范围包含：一般项目：技术服务、技术开发、技术咨询、技术交流、技术 转让、技术推广；智能车载设备制造；智能车载设备销售；汽车零部件研发；汽车零部件及配件制造； 汽车零配件零售；导航终端制造；导航终端销售；仪器仪表制造；智能仪器仪表制造；智能仪器仪表销 售；电工仪器仪表制造；电工仪器仪表销售；汽车装饰用品制造；汽车装饰用品销售；导航、测绘、气 象及海洋专用仪器制造；导航、测绘、气象及海洋专用仪器销售；移动终端设备制造；移动终端设备销 售；音响设备制造；音响设备销售；机械设备研发；机械设备销售；电子产品销售；工业自动控制系统 装置销售；其他电子器件制造；软件开发；软件销售；信息咨询服务(不含许可类信息咨询服务)；国内 贸易代理；企业管理；货物进出口；技术进出口。(除依法须经批准的项目外，凭营业执照依法自主开 展经营活动)。天眼查APP股权穿透显示，该公司由路畅科技全资持股。 数据来源：天眼查APP ...

Core Viewpoint - The company has successfully applied some of its products to motorcycles and has achieved mass production, focusing on smart cockpit, intelligent driving assistance, and smart connected products [1] Group 1 - The company has achieved mass production of certain products for motorcycles [1] - The company's research and development direction primarily includes smart cockpit, intelligent driving assistance, and smart connected products [1]

证券代码：002813 证券简称：路畅科技 公告编号: 2025-031 深圳市路畅科技股份有限公司 关于转让全资子公司股权暨关联交易的进展公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或者重大遗漏。 一、股权转让的基本情况 根据深圳市路畅科技股份有限公司（以下简称"公司"）的战略规划和经营 发展需要，为进一步优化公司资产结构，公司于2025年06月13日与郭秀梅、朱书 成、河南龙成资本控股有限公司（以下简称"龙成资本"）签订了《股权转让协 议》，拟将本公司持有的南阳畅丰100%的股权全部转让给龙成资本（以下简称"本 次交易"），转让价格为人民币60,280,775.05元。本次交易完成后，公司不再 持有南阳畅丰股权，南阳畅丰将不再纳入公司合并报表范围。根据《股权转让协 议》约定，受让方龙成资本应于2025年6月30日前向公司支付本次交易的转让总 价款的51%（即：人民币30,743,195.28元，"第一期股权转让价款"），2025年 12月31日前向公司支付本次交易的转让总价款的49%（即：人民币29,537,579.77 元）。具体内容详见公司于2025年06 ...

[Current Period Performance Forecast](index=1&type=section&id=Item%201.%20Current%20Period%20Performance%20Forecast) The company anticipates a significant increase in net loss for the first half of 2025, with attributable net profit projected to be a loss of 40 million to 52 million yuan Projected Financial Performance | Item | Current Period (H1 2025) | Prior Period | | :--- | :--- | :--- | | **Net Profit Attributable to Shareholders** | Loss: 40 million - 52 million Yuan | Loss: 24.9199 million Yuan | | **Net Profit After Non-Recurring Items** | Loss: 41 million - 54 million Yuan | Loss: 25.9252 million Yuan | | **Basic Earnings Per Share** | Loss: 0.33 - 0.43 Yuan/Share | Loss: 0.2077 Yuan/Share | [Communication with Accounting Firm](index=1&type=section&id=Item%202.%20Communication%20with%20Accounting%20Firm) This performance forecast represents preliminary estimates by the company's finance department and remains unaudited by external accountants - This performance forecast is a preliminary estimate by the company's finance department and is unaudited[4](index=4&type=chunk) [Explanation of Performance Changes](index=1&type=section&id=Item%203.%20Explanation%20of%20Performance%20Changes) The widening loss is primarily attributed to declining gross margins in automotive electronics due to intensified competition, increased R&D and sales expenses, and reduced profitability from subsidiary Nanyang Changfeng, which was subsequently divested - Although revenue from the automotive electronics business increased year-over-year, the overall gross margin declined due to intensified industry competition[5](index=5&type=chunk) - To secure and expand market share, the company continuously increased investments in research and development and sales, leading to a year-over-year increase in related expenses[5](index=5&type=chunk)[6](index=6&type=chunk) - Subsidiary Nanyang Changfeng experienced a decline in profit margins due to rising raw material prices and downstream market competition; the company completed the 100% equity transfer on June 30, 2025, and it will no longer be consolidated thereafter[6](index=6&type=chunk) [Other Relevant Information](index=2&type=section&id=Item%204.%20Other%20Relevant%20Information) The company advises investors that this preliminary performance forecast is subject to change, with final financial data to be confirmed in the official 2025 semi-annual report, urging caution regarding investment risks - The company advises that this forecast is a preliminary estimate, and specific financial data will be based on the final semi-annual report, urging investors to make cautious decisions[7](index=7&type=chunk)

路畅科技（002813）公告，预计2025年上半年归属于上市公司股东的净亏损为4000万元–5200万元，上 年同期亏损2491.99万元。得益于主机厂定点项目订单释放，2025年上半年公司汽车电子业务营收同比 增长，但受行业竞争加剧影响，综合毛利率下降。公司为争取及扩大市场份额，保持对汽车电子技术和 产品研发的投入，研发和销售费用同比增加。 ...

Core Insights - The Chinese automotive market is experiencing rapid growth, leading to a booming automotive parts industry, particularly in smart rearview mirrors, which are becoming essential safety features in vehicles [1][15] - The smart rearview mirror market in China is projected to reach approximately 65.3 billion yuan in 2024, with a year-on-year growth of 22.1% [1][15] - Advancements in technology are expanding the functionalities and applications of smart rearview mirrors, with potential integration with navigation and autonomous driving systems in the future [1][15] Industry Overview - Smart rearview mirrors are defined as mirrors with independent operating systems that allow users to install various applications, providing features such as driving records, GPS positioning, and real-time entertainment [3][5] - The industry has evolved through three phases: initial exploration (2010-2015), functional upgrades (2016-2019), and the current phase of connected intelligence (2020-present) [7][15] Market Dynamics - The demand for smart rearview mirrors is closely linked to the growth in vehicle ownership, which has increased from 172 million vehicles in 2015 to an estimated 353 million by 2024, reflecting a compound annual growth rate of 8.32% [12][15] - The smart rearview mirror industry is characterized by a diverse competitive landscape, with both international giants and local brands competing for market share [17][18] Key Players - Major companies in the smart rearview mirror market include Hikvision, Luochang Technology, and 70mai, among others, with established market positions and a range of product offerings [17][18] - Emerging brands such as Puno, Ruizhun, and others are also gaining traction in the market [17] Industry Trends - The smart rearview mirror industry is witnessing trends towards increased intelligence, with features like blind spot monitoring and voice control becoming more prevalent [23] - There is a clear shift towards high-definition and multifunctional designs, enhancing user experience and safety [24] - The industry is also moving towards lightweight and electric designs to improve fuel efficiency and reduce emissions [25]

Group 1 - The legal opinion letter confirms the legality of the convening and holding procedures of the 2025 first extraordinary general meeting of Shenzhen Luochang Technology Co., Ltd. [1][4] - The meeting was convened by the company's board of directors and publicly announced on June 14, 2025, detailing the meeting's agenda and logistics [2][3] - A total of 138 shareholders participated in the meeting, representing 65,174,230 shares, which accounts for 54.3119% of the company's total shares [4] Group 2 - The meeting utilized a combination of on-site and online voting, with the on-site meeting held on June 30, 2025 [3][4] - The resolution regarding the transfer of the equity of a wholly-owned subsidiary was passed with 99.8122% approval from non-related shareholders [5] - The voting process and results were verified and found to comply with relevant laws, regulations, and the company's articles of association [5]

Group 1 - The meeting was held on June 30, 2025, with both on-site and online voting options available for shareholders [1][2] - A total of 138 shareholders attended the meeting, representing 65,174,230 shares, which is 54.3119% of the total voting shares [2] - The meeting approved the proposal regarding the transfer of equity in a wholly-owned subsidiary, as detailed in the related announcement [2][3] Group 2 - The voting results showed that 65,051,830 shares were in favor of the proposal, accounting for 99.8122% of the valid votes cast [3] - Among minority shareholders, 275,930 shares voted in favor, representing 28.7450% of the valid votes from this group [3] - The legal opinion confirmed that the meeting's procedures and voting results were in compliance with relevant laws and regulations [4]