北京商报讯（记者 陶凤 实习记者 王天逸）7月29日，北京商报记者获悉，万通智控科技股份有限公司 发布公告称，已与上海深明奥思半导体科技有限公司签订独家授权协议，获全球范围内在具身智能大模 型域控领域制作并销售基于后者Fellow 1芯片的板卡授权，期限5年。 据了解，双方将通过采购芯片、共享客户编码系统等模式合作，深明奥思将提供技术支持与培训。 万通智控表示，此次合作利于加快具身智能领域产品落地，预计对经营产生积极影响。 ...

公告称，通过本次独家授权协议的签署，凭借双方在大模型芯片领域、传感器领域，以及销售渠道等方 面的优势，有利于更快实现在具身智能相关领域的产品落地。 根据合同，甲方授权乙方在具身智能大模型域控领域制作并独家销售基于甲方的大模型芯片Fellow 1制 作的板卡。现定的独家授权期限为5年，自原合同签订之日起算。 智通财经APP讯，万通智控(300643.SZ)公告，公司(乙方)与上海深明奥思半导体科技有限公司(简称"深 明奥斯"、甲方)签订了《板卡具身智能领域独家授权销售及合作合同》。 ...

万通智控(300643.SZ)公告称，公司与上海深明奥思半导体科技有限公司签订《板卡具身智能领域独家 授权销售及合作合同》，授权公司在具身智能大模型域控领域制作并销售基于深明奥斯大模型芯片 Fellow 1制作的板卡，授权期限为5年。该合作预计将对公司未来经营发展产生积极影响，符合公司长 期发展战略及股东利益。 ...

万通智控科技股份有限公司 证券代码：300643 证券简称：万通智控 公告编号：2025-048 关于签订具身智能领域独家授权协议的公告 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、误导性陈述或重大遗漏。 万通智控科技股份有限公司（以下简称"公司"）于公告披露日与上海深明 奥思半导体科技有限公司（以下简称"深明奥斯"）经平等自愿协商，签订了《板 卡具身智能领域独家授权销售及合作合同》（以下简称"独家授权协议"）。 根据《深圳证券交易所创业板股票上市规则》等相关法律法规及《公司章程》 的要求，上述事项无需提交公司董事会、股东会审议，亦不涉及关联交易，也不 构成《上市公司重大资产重组管理办法》规定的重大资产重组。现将有关事项公 告如下： 一、合作方基本情况 1、单位名称：上海深明奥思半导体科技有限公司 2、统一社会信用代码：91310112MAED9APK36 7、注册地址：上海市闵行区兴梅路 579 弄 1 号 403 室 8、经营范围：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；技术进出口；货物进出口；计算机系统服务；软件开发；计 算机软硬件及辅助设备 ...

Group 1: Company Overview - The company, 万通智控, was recently researched by 淳厚基金 on July 7, 2025, where the board secretary, 李滨, introduced the company's history, development strategy, and main business operations [1] - The company is a supplier of TPMS and valve stems for 春风动力's motorcycles and has secured contracts with 上海本田 and 五羊本田 [1] Group 2: Impact of Tariffs - The company is monitoring the potential impact of the U.S. tariffs announced by President Trump, which will impose 25% to 40% tariffs on imports from 14 countries starting August 1 [1] - The company noted that Thailand will face a 36% tariff but has a 20-day grace period, and it will continue to track policy developments to respond proactively [1] - The company has established factories in Germany, Czech Republic, the U.S., and Thailand, allowing it to effectively mitigate risks from trade disputes through its globalized production and supply chain [1] Group 3: Product Value - The estimated value of the NLP product per heavy truck is between 2,000 to 3,000 yuan, which includes components such as NLP sensors (typically 16-22 per vehicle), receivers, and T-Box [1]

Group 1: Company Overview and Performance - The company expects a net profit attributable to shareholders for the first half of 2025 to increase by 45% to 65% compared to the same period last year [1] - The growth in the sensor and digital information control equipment business is the primary contributor to the net profit increase [1] Group 2: Research and Development Initiatives - The company has established a joint R&D center with Zhejiang University, focusing on embodied intelligence [2] - A feasibility report for major projects and four alternative projects is expected to be completed within 1-2 months [2] Group 3: Competitive Advantages - The company's TPMS sensors cover over 95% of global vehicle models, providing a strong competitive edge and brand recognition in the market [2] - The TPMS sensors primarily generate revenue from the aftermarket, which has higher profit margins and better cash flow compared to the OEM market [2] - The NLP sensors are designed to reduce power consumption and are easier to install, significantly lowering installation and maintenance costs for fleets [2]

Investment Rating - The report upgrades the investment rating to "Buy" from "Hold" [3][5] Core Views - The TPMS (Tire Pressure Monitoring System) and intelligent connected vehicle businesses are expected to experience explosive growth driven by policies and market demand. The mandatory installation of TPMS in passenger vehicles in China and the replacement cycle in the aftermarket are key factors [2] - The commercial vehicle sector shows significant growth potential, with new regulations requiring TPMS installation in trucks starting July 2024. The company's NLP (Networked Logistics Platform) products are entering a volume production phase, with a gross margin of around 70% [2] - Strategic partnerships, such as the collaboration with Zhejiang University to establish a joint research center, are expected to enhance the company's technological capabilities and expand growth opportunities in embodied intelligence [3] Financial Summary - Revenue projections for 2025-2027 are estimated at 1.262 billion, 1.451 billion, and 1.725 billion yuan, respectively, with corresponding net profits of 205 million, 256 million, and 323 million yuan [4] - The expected compound annual growth rate (CAGR) for revenue is approximately 16.48% from 2024 to 2025 and 18.89% from 2026 to 2027 [4] - The projected price-to-earnings (PE) ratios for 2025, 2026, and 2027 are 25.44, 20.40, and 16.17, respectively [3][4]

WANTOM Intelligent Controls Technology Co., Ltd. 2025 Semi-Annual Performance Forecast [Estimated Performance for the Current Period](index=1&type=section&id=Item%20I.%20Estimated%20Performance%20for%20the%20Current%20Period) The company anticipates a 45.00% to 65.00% year-on-year increase in both net profit attributable to shareholders and net profit after deducting non-recurring gains and losses for the first half of 2025 - The performance forecast period is from January 1, 2025, to June 30, 2025, with an anticipated upward trend in performance[3](index=3&type=chunk) Key Financial Data for 2025 Semi-Annual Performance Forecast | Item | Estimated for Current Period (CNY 10,000) | Same Period Last Year (CNY 10,000) | Year-on-Year Growth Rate | | :--- | :--- | :--- | :--- | | Net Profit Attributable to Shareholders | 8,775.29 – 9,985.67 | 6,051.92 | 45.00% – 65.00% | | Net Profit After Non-Recurring Gains/Losses | 8,031.36 – 9,139.13 | 5,538.87 | 45.00% – 65.00% | [Communication with Accounting Firm](index=1&type=section&id=Item%20II.%20Communication%20with%20Accounting%20Firm) This performance forecast represents preliminary calculations by the company's finance department and has not yet been audited by an accounting firm - This performance forecast is a preliminary estimate by the company's finance department and has not been audited by an accounting firm[4](index=4&type=chunk) [Explanation of Performance Changes](index=1&type=section&id=Item%20III.%20Explanation%20of%20Performance%20Changes) Performance growth is primarily attributed to optimized product structure, increased proportion of high-value-added and high-margin businesses, particularly the expansion of the passenger vehicle TPMS aftermarket, and steady growth in commercial vehicle NLP sensor business - Optimized product structure led to improved gross profit margins, with a continuous increase in the proportion of high-value-added, high-margin sensor and digital information control equipment businesses[5](index=5&type=chunk) - Passenger vehicle TPMS business showed significant growth, primarily benefiting from the continuous expansion of the aftermarket[5](index=5&type=chunk) - The company continuously deepens product technology upgrades, expands high-quality customer resources, and maintains steady growth in its commercial vehicle NLP sensor business[5](index=5&type=chunk) [Risk Warning and Other Related Disclosures](index=1&type=section&id=Item%20IV.%20Risk%20Warning%20and%20Other%20Related%20Disclosures) The company reminds investors that this performance forecast is a preliminary estimate, unaudited, and final financial data will be based on the official semi-annual report, urging investors to make cautious decisions - This performance forecast is a preliminary estimate by the company's finance department and has not been audited by an auditing firm[6](index=6&type=chunk) - Specific financial data will be subject to the company's disclosed 2025 semi-annual report; investors are advised to make cautious decisions and be aware of investment risks[7](index=7&type=chunk)

Core Viewpoint - The company, Wantong Intelligent Control, has established a joint research and development center with Zhejiang University focused on embodied intelligence and smart sensing technologies [1] Group 1: Collaboration and Research Focus - The collaboration aims to develop intelligent systems for smart trailers and their sensing and control systems [1] - The research will also focus on the intelligentization of automotive components and control systems [1] - Key areas in embodied intelligence include MEMS thermal conductive hydrogen sensors for electric vehicles and bionic robotic dogs [1] Group 2: Sensor Technology Applications - The company is exploring sensors suitable for integration into robotic dogs and humanoid embodied intelligence systems, such as pressure and temperature sensors [1] - Currently, the project is in the feasibility study phase, and no products have been launched yet [1]

Group 1: Company Overview and Strategy - The company’s history, development strategy, and main business were introduced by the Secretary of the Board, Li Bin [2] - The company has seen significant growth in TPMS product performance, primarily driven by overseas markets due to technological accumulation and channel development [2] Group 2: Product Performance and Market Insights - In Q1 2025, the growth in TPMS product performance was mainly attributed to the overseas market, while domestic market growth is expected to take time due to the lack of strong standards for aftermarket installations [2] - The company’s self-developed cloud sensor system is being fully promoted in the domestic market, gradually increasing coverage in repair shops [2] Group 3: Competitive Advantages - The company’s NLP technology reduces sensor power consumption and offers advantages in miniaturization and lightweight design, facilitating installation and maintenance [2] - The company has established deep partnerships with well-known overseas fleet service providers, directly serving major clients like Amazon and Coca-Cola [2] Group 4: Collaborations and Future Directions - The company has a long-standing supplier relationship with Zhongce Rubber, primarily providing valve seats [2] - The collaboration with Zhejiang University focuses on intelligent trailer systems and MEMS thermal conductive hydrogen sensors for new energy vehicles, currently in the feasibility study phase [2]