Market Overview - On September 11, the automotive service sector rose by 0.61% compared to the previous trading day, with Haowu Co., Ltd. leading the gains [1] - The Shanghai Composite Index closed at 3875.31, up 1.65%, while the Shenzhen Component Index closed at 12979.89, up 3.36% [1] Stock Performance - Key stocks in the automotive service sector showed varied performance, with Haowu Co., Ltd. closing at 5.89, up 2.61%, and Xiamen Xinda Co., Ltd. closing at 5.88, down 0.51% [1][2] - The trading volume and turnover for Haowu Co., Ltd. reached 264,800 shares and 153 million yuan, respectively [1] Capital Flow - The automotive service sector experienced a net outflow of 18.93 million yuan from institutional investors and 22.95 million yuan from speculative funds, while retail investors saw a net inflow of 41.89 million yuan [2] - The detailed capital flow indicates that China Automotive Research saw a net inflow of 17.24 million yuan from retail investors, despite a net outflow from institutional and speculative funds [3] Individual Stock Analysis - China Automotive Research had a net inflow of 17.24 million yuan from retail investors, while institutional investors had a net outflow of 13.14 million yuan [3] - Haowu Co., Ltd. also saw a net inflow of 7.59 million yuan from institutional investors, but a net outflow from speculative funds [3]

Group 1 - The company maintains an open cooperation attitude and actively engages with leading enterprises in the industry to explore technological and business collaborations [1] - The goal is to build a collaborative and win-win ecosystem within the automotive development sector [1] - The company will comply with relevant laws and regulations regarding information disclosure if any business progress meets the disclosure standards [1]

Core Viewpoint - The company, Altec (300825), is focused on the full-process research and development of complete vehicles and platforms, as well as the development and manufacturing of core components, with a diverse client base including major automotive manufacturers and new energy vehicle companies [1] Company Overview - Altec's main business includes the R&D of complete vehicles and platforms, development of new energy intelligent platforms, and manufacturing of core components [1] - The company serves a variety of clients such as Honda, Nissan, Toyota, FAW, Dongfeng, BAIC, JMC, Chery, and several new energy vehicle companies, including Xpeng [1] Industry Engagement - Altec is closely monitoring innovations in the low-altitude economy and is actively communicating with leading companies in the industry [1] - Currently, Altec has not participated in the supply chain support for clients' flying cars [1]

Core Viewpoint - The company is advancing several research and development projects related to distributed driving and intelligent chassis platforms, focusing on high-level autonomous driving solutions [1] Group 1: R&D Projects - The company is developing the ISDC distributed driving steering platform, RUBIK centralized driving steering skateboard chassis platform, and intelligent chassis for logistics vehicles [1] - These projects incorporate cutting-edge technologies such as decoupling, steer-by-wire chassis, four-wheel independent steering, and active suspension [1] Group 2: Application and Industry Engagement - The technologies have already been applied in the field of unmanned logistics vehicles [1] - The company is closely monitoring technological innovations and industry dynamics in the unmanned logistics sector and is actively engaging with leading enterprises to explore business opportunities [1]

Core Viewpoint - In 2024, electric retrofitted trucks will be included in Japan's electrification subsidy program, covering two-thirds of the conversion costs, providing a significant cost advantage for electric retrofitted trucks [1] Group 1: Market Opportunity - Japan has over 3 million existing light and medium-heavy trucks, representing a market space exceeding 1 trillion yuan for oil-to-electric conversion business [1] - The company is actively positioning itself in this blue ocean market [1] Group 2: Business Model - The company develops oil-to-electric technology solutions for clients and exports corresponding three-electricity kits to Japan, where partners will retrofit existing models for end customers [1] - The company delivered the first batch of 103 light truck oil-to-electric conversion kits in April this year [1] Group 3: Future Plans - Based on the success with light trucks, the company has received new orders for heavy truck oil-to-electric conversions, with an order value of approximately 337 million yuan [1] - The company will focus on expanding its oil-to-electric business in Japan and exploring similar business models in other regional markets to drive revenue growth [1]

证券日报网讯 阿尔特（300825）9月10日在互动平台回答投资者提问时表示，公司机器人相关业务主要 由控股子公司北京阿尔瑞特智能机器人科技有限公司作为实施主体，全面负责该业务的战略筹划与具体 落实。截至目前，阿尔瑞特主要开展业务集中于依托汽车工程技术构建一体化设计研发平台，提供机器 人定制化解决方案与产品优化服务，以及运用业内先进的仿真训练平台，建立覆盖仿真、测试到优化的 技术支持体系。目前，公司机器人相关业务尚处于培育阶段，后续将依托公司的研发积累与子公司的灵 活机制，协同内外部资源，推动技术创新和产品迭代，积极对接行业潜在客户。 ...

Core Viewpoint - The company has identified "technology + supply chain" as a core strategy for international expansion in 2023, focusing on providing a range of products and services to global clients [1]. Group 1 - The company is actively offering R&D design, production line design, technology licensing, and core components to international clients [1]. - The company has successfully established its business in various overseas markets, including Japan and Eastern Europe [1]. - As the business ecosystem matures, the company plans to offer comprehensive services including R&D, manufacturing, and sales to empower global clients in their electrification and intelligent transformation [1].

Core Viewpoint - The company, Altec (300825.SZ), focuses on the full-process research and development of complete vehicles and platforms, as well as the development and manufacturing of core components for new energy intelligent platforms, serving notable clients including Honda, Nissan, Toyota, and several emerging enterprises like Xiaopeng [1] Group 1 - The company's main business includes the R&D of complete vehicles and platforms, new energy intelligent platform development, and core component manufacturing [1] - Key clients of the company include major automotive manufacturers such as Honda, Nissan, Toyota, FAW, Dongfeng, BAIC, Jiangling, Chery, and various new energy vehicle companies [1] - The company is closely monitoring innovations in the low-altitude economy sector and actively engages with leading enterprises in the industry [1] Group 2 - Currently, the company has not participated in the supply chain support for clients' flying cars [1]

Core Viewpoint - The company, Alite (300825.SZ), is involved in the research and development of complete vehicles and platforms, as well as core component manufacturing, and is currently a supplier for Xiaopeng in the emerging low-altitude economy sector [1]. Group 1 - The company’s main business includes the full-process R&D of complete vehicles and platforms, development of new energy intelligent platforms, and manufacturing of core components [1]. - The company has a diverse client base, including major automotive manufacturers such as Honda, Nissan, Toyota, FAW, Dongfeng, BAIC, Jiangling, Chery, and several new energy vehicle companies, with Xiaopeng being one of its clients [1]. - The company is closely monitoring innovations in the low-altitude economy and is actively communicating with leading enterprises in the industry, although it has not yet participated in the supply chain for flying cars [1].

Group 1 - The core point of the article is that Alter Automotive Technology Co., Ltd. has obtained a patent for an integrated variable flow cooling water pump motor structure, indicating innovation in automotive technology [1] - The patent was granted with the announcement number CN111864995B, and the application date was July 2020 [1] - Alter Automotive Technology Co., Ltd. was established in 2007 and is located in Beijing, primarily engaged in professional technical services [1] Group 2 - The company has a registered capital of 4,980.40481 million RMB [1] - According to data analysis, Alter Automotive has invested in 35 companies and participated in 210 bidding projects [1] - The company holds 156 trademark registrations and 2,470 patent records, along with 10 administrative licenses [1]