Group 1 - Company plans to raise no more than 3.6 billion yuan through a private placement to fund seven projects, including a 500,000 kW green power project in Inner Mongolia [1] - Company has received acceptance for a clinical trial application for its self-developed drug for metastatic pancreatic ductal adenocarcinoma [1] - Company intends to establish a joint venture to implement a high-quality gallium arsenide chip construction project with a total investment of 272 million yuan [2] Group 2 - Company reported a revenue of 142 million yuan from pig sales in October, with a total sales volume of 162,800 pigs [3] - Company signed an annual procurement contract to supply 870,000 tons of electrolyte products from 2026 to 2028 [5] - Company plans to reduce its shareholding by up to 3% through various trading methods [7] Group 3 - Company intends to purchase 100 hydrogen fuel cell vehicles for a total price of 78.32 million yuan [9] - Company plans to acquire a 51% stake in a semiconductor equipment company for 510 million yuan [10] - Company has regained eligibility to participate in military procurement activities after being removed from the banned list [12] Group 4 - Company plans to establish a joint venture with state-owned funds for rural development with a total registered capital of 2.87 billion yuan [14] - Company reported a revenue of 1.918 billion yuan from pig sales in October, with a significant year-on-year increase [16][17] - Company plans to distribute a cash dividend of 0.01 yuan per share, totaling 7.9801 million yuan [18] Group 5 - Company has submitted an application for H-share listing on the Hong Kong Stock Exchange [19] - Company received approval for its convertible bond issuance application [20] - Company plans to establish a wholly-owned subsidiary with an investment of 70 million yuan focused on innovative medical research [22] Group 6 - Company reported a 33.87% year-on-year increase in sales volume for October [26] - Company has received a product designation from a leading new energy vehicle brand, with an expected total revenue of approximately 470 million yuan [28] - Company has initiated a key Phase III clinical trial for an innovative eye drop treatment for moderate to severe dry eye syndrome [30] Group 7 - Company reported a total automobile sales volume of 170,700 units in October, a year-on-year decrease of 8.1% [30] - Company plans to invest 16 million USD in establishing a production base in Vietnam [33] - Company has received a warning letter from the regulatory authority due to a breach of commitment by its controlling shareholder [52]

Core Viewpoint - Shenzhen Haon Automotive Electronics Equipment Co., Ltd. has received a product designation from a leading new energy vehicle brand, indicating strong recognition of its capabilities in the automotive intelligent driving perception system sector [2] Group 1: Product Designation - The designation involves four product categories: panoramic vision perception system, AK2 ultrasonic radar system, DMS (Driver Monitoring System), and in-vehicle video driving recorder system [2] - The project lifecycle is estimated to be 2-5 years, with a projected total revenue of approximately 470 million yuan during this period [2] Group 2: Strategic Importance - The client is an important strategic partner for the company, with a strong operational status and fulfillment capability [2] - This collaboration is expected to enhance the company's market share and industry visibility in the automotive intelligent driving market [2] Group 3: Future Outlook - The company will strictly follow customer requirements to advance product development, production preparation, and delivery [2] - Although the designation is not a formal order and will have a minor impact on the current year's performance, it is anticipated to positively influence future operational results [2]

Core Insights - The announcements highlight various corporate activities including project investments, contract wins, share buybacks, and changes in shareholding structures across multiple companies in different sectors. Company Announcements - *ST Baoying has no technological reserves related to the high-end optocoupler industry [1] - Yunnan Zhiye plans to establish a subsidiary for a high-quality gallium arsenide chip construction project [1] - Chongqing Construction has won a contract for the Jiangwan Project (Phase I) with a total value of 781 million yuan [1] - Su Da Weige intends to acquire 51% of Changzhou Weipu's shares [1] - Guoci Materials plans to repurchase shares worth between 100 million to 200 million yuan [1] Sales Data - Zhongtong Bus reported sales of 1,083 units in October, representing a year-on-year increase of 33.87% [2] - Dongfeng Motor's cumulative vehicle sales for the year reached 99,482 units, reflecting a year-on-year decrease of 21.43% [3] Shareholding Changes - Menguli plans to reduce its stake by up to 3% [1] - Xintonglian's Bifang Investment intends to reduce its holdings by up to 6 million shares [1] - Dali Kaipu's Panxin Investment plans to reduce its stake by up to 4.5% [1] Other Developments - Meng En Qidong received a product designation letter, estimating a total revenue of approximately 470 million yuan over its lifecycle [1] - Energy-saving Wind Power plans to raise no more than 3.6 billion yuan through a private placement for a 100,000-kilowatt wind power project in Akesai County [1]

Group 1 - Company Biao Bang Co., Ltd. has decided to terminate the planning of a change in control due to failure to reach consensus on key terms with the trading party, and will resume trading on November 7, 2025 [1] - Company Su Da Wei Ge plans to acquire 51% of Changzhou Weipu Semiconductor Equipment Co., Ltd. for 510 million yuan, making it a subsidiary [2] - Company Bei Ji Shen Zhou expects its revenue for 2025 to be between 36.2 billion yuan and 38.1 billion yuan, an increase from the previous forecast of 35.8 billion to 38.1 billion yuan [3] Group 2 - Company Hua Hong Semiconductor reported a revenue of approximately 12.58 billion yuan for the first three quarters of 2025, a year-on-year increase of 19.82% [4] - Company Jie Neng Wind Power plans to raise no more than 3.6 billion yuan through a private placement to fund various green power projects [5] - Company Zhen Ai Mei Jia is in the process of transferring control, with trading suspended since November 5, 2025, and expected to remain suspended for up to three trading days [7] Group 3 - Company Xin Hope plans to establish a joint venture with state-owned funds with a total registered capital of 2.87 billion yuan, where Xin Hope will contribute 2.1 billion yuan [8] - Company Yun Nan Ge Ye has approved a project to establish a new semiconductor materials company with an investment of 500 million yuan [8] - Company Tian Ci Materials has signed contracts for the supply of electrolyte products with two major clients, with expected total volumes of 87,000 tons and 72,500 tons for the years 2026-2028 [9][10]

Group 1 - Company received product designation letters from a leading electric vehicle brand, covering four product categories: panoramic vision perception system, AK2 ultrasonic radar system, DMS (driver monitoring system), and onboard video driving recorder system, with a project lifecycle of 2-5 years and an estimated total revenue contribution of approximately 470 million yuan [1] - The project is expected to enter mass production starting December 2025, indicating a strong partnership with a long-term strategic customer known for good operational performance and strong fulfillment capabilities [1] - This designation reflects the customer's recognition of the company's comprehensive capabilities in project R&D, production, and quality management, highlighting the company's core competitiveness in the automotive intelligent driving perception system sector [1] Group 2 - On October 29, the company announced another product designation from an overseas automotive brand for visual perception and panoramic camera system products, with a project lifecycle of 2-5 years and an estimated total revenue of approximately 387 million yuan, expected to begin mass production in January 2026 [2] - On October 22, the company secured a product designation for the APA automatic parking system from a leading domestic automotive brand, with a project lifecycle of 5 years and an estimated total revenue of approximately 576 million yuan, expected to start mass production in November 2025 [2] - The company's Q3 report indicated a revenue of 1.263 billion yuan for the first three quarters of 2025, representing a year-on-year growth of 32.39%, with Q3 revenue of 458 million yuan, up 26.79% year-on-year, and a total designated amount of approximately 20.9 billion yuan as of September 2025 [2]

Core Insights - The company, Haon Automotive (301488.SZ), has received a project confirmation from a leading electric vehicle brand for multiple advanced systems, including a panoramic vision perception system and an AK2 ultrasonic radar system [1] - The project has a lifecycle of 2-5 years, with an estimated total revenue of approximately 470 million yuan during this period [1] - Production is expected to commence gradually starting in December 2025 [1]

Core Viewpoint - The company received a project confirmation from a major electric vehicle brand for multiple advanced automotive perception systems, indicating strong recognition of its capabilities in the intelligent driving sector [1] Group 1: Project Details - The project lifecycle is estimated to last between 2 to 5 years, with a projected total revenue of approximately 470 million yuan [1] - Production is expected to commence gradually starting in December 2025 [1] Group 2: Strategic Importance - The client is a long-term strategic partner of the company, known for its strong operational capabilities [1] - The project reflects the company's comprehensive strength in automotive intelligent driving perception systems, which is expected to enhance its market share and brand recognition [1] Group 3: Future Impact - The project is anticipated to have a minimal impact on the company's current year performance but is expected to positively influence future operational results [1]

Core Insights - Haon Automotive (301488) announced on November 6 that it has received a fixed-point order for its panoramic vision perception system, AK2 ultrasonic radar system, DMS, and in-vehicle video driving recorder system from a leading new energy vehicle brand [1] Group 1 - The project has a lifecycle of 2 to 5 years, with an estimated total revenue of approximately 470 million yuan during this period [1] - Production is expected to gradually commence in December 2025 [1]

二、对公司的影响 公司在汽车智能驾驶感知系统领域深耕多年，此次收到客户的全景视 觉感知系统、AK2 超声波雷达系统、DMS、车载视频行驶记录系统产品的定 点信，标志着该客户对公司项目研发、生产制造、质量管理等方面的认可， 充分体现了公司在汽车智能驾驶感知系统领域的综合实力，有利于提升公 司产品市场份额和知名度，对公司布局汽车智能驾驶市场具有重要意义。 后续公司将严格按照客户要求完成产品相关开发、生产准备及交付等工作。 证券代码：301488 证券简称：豪恩汽电 公告编号：2025-076 深圳市豪恩汽车电子装备股份有限公司 关于收到产品定点信的公告 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。 一、项目定点概述 深圳市豪恩汽车电子装备股份有限公司（以下简称"公司"） 是一家 专注于汽车智能驾驶感知系统研发、设计、制造和销售的国家高新技术企 业。公司于近日收到某头部新能源汽车品牌（基于双方保密协议约定，不 便披露客户具体名称）的全景视觉感知系统、AK2 超声波雷达系统、DMS、 车载视频行驶记录系统产品的定点信。 该定点信显示，项目生命周期为 2-5 年，预估 ...

深圳市南山区前海周大福金融大厦南塔（HyQ 前坊）10 楼 10/F, HyQ, Chow Tai Fook Finance Tower, Qian Hai, Shenzhen 518052, China 电话 Tel: +86 755 8351 7570 传真 Fax: +86 755 8351 5502 电邮 Email: shenzhen@tongshang.com 网址 Web: www.tongshang.com 北京市通商（深圳）律师事务所 关于深圳市豪恩汽车电子装备股份有限公司 2025 年第四次临时股东会的法律意见书 致：深圳市豪恩汽车电子装备股份有限公司 北京市通商（深圳）律师事务所（以下简称"本所"）接受深圳市豪恩汽车 电子装备股份有限公司（以下简称"公司"）的委托，委派贺莉莉律师、张煜驰 律师出席了公司 2025 年第四次临时股东会（以下简称"本次股东会"），并根据 《中华人民共和国公司法》（以下简称"《公司法》"）、《中华人民共和国证 券法》等中国法律、法规及规范性文件（以下简称"相关法律、法规"，为本法 律意见书之目的，"中国"不包括香港特别行政区、澳门特别行政区和台湾地区） 以及《 ...