Core Viewpoint - The company, Haon Auto Electric, has received a significant project confirmation letter from a global automotive brand, indicating a projected total revenue of approximately 2.477 billion yuan over a five-year project lifecycle, starting mass production in April 2026 [1][2]. Group 1: Project Details - The project involves the ADAS camera perception system (11 units per vehicle) and AK2 radar system (12 units per vehicle) [1]. - The total estimated revenue from the project is approximately 2.477 billion yuan, averaging about 495.4 million yuan per year, comparable to the sales scale of the company's largest customer last year [2][3]. Group 2: Company Performance and Market Position - The client is a long-term strategic partner of the company, with a strong performance and fulfillment capability [2]. - The company emphasizes that this project confirmation reflects the client's recognition of its R&D, manufacturing, and quality management capabilities, enhancing its market share and visibility in the automotive intelligent driving sector [2]. Group 3: Stock Market Reaction - Following the announcement, the company's stock price has surged nearly 140% over 15 trading days, indicating strong investor interest [4]. - The company confirmed that this project is expected to contribute positively to its revenue from 2026 to 2030 [4]. Group 4: Client Relationships and Audits - The company has established relationships with major automotive manufacturers, including Volkswagen, Audi, Renault, Stellantis, and Ford, as noted in its 2024 annual report [2]. - The company has successfully passed A-SPICE audits from significant clients, achieving the highest B level in the A-SPICE audit conducted by Audi, showcasing its software development capabilities [3].

Major Events - Angli Education plans to sell 100% equity of Kensington Park School Limited for £80,000 (approximately 760,100 RMB) to Hong Kong KS Education Group Limited to alleviate operational difficulties and reduce financial impact [1] Regulatory Actions - Haohai Biological's controlling shareholder, Jiang Wei, received an administrative penalty notice from the China Securities Regulatory Commission (CSRC) for suspected insider trading, which does not impact the company's daily operations or finances [2] - Yunding Technology received a warning letter from the Shandong Securities Regulatory Bureau for inaccurate information disclosure in its 2015 annual report, involving former executives who are now subject to administrative measures [3] Corporate Actions - Yaoshi Technology announced that the last day for conversion of Yaoshi convertible bonds is September 17, after which unconverted bonds will be forcibly redeemed at 100.62 RMB per bond, potentially leading to investment losses for investors [4] - Kanghui Pharmaceutical intends to change its stock abbreviation from "Kanghui Pharmaceutical" to "Kanghui Co., Ltd." [5] Strategic Partnerships - Jiuzhou Yitu signed a strategic cooperation agreement with China Electric Power Construction Group Chengdu Survey and Design Institute to enhance collaboration in the rail transit sector [6] - Luxiao Technology's subsidiary signed a strategic cooperation agreement to jointly develop AI service robots for the U.S. and European markets, aiming to sell at least 1 million units between 2026 and 2028 [6] - China Shipbuilding Technology signed a green methanol sales contract worth approximately $40 million per year, with potential increases based on customer demand, starting supply in 2028 [6] - Haon Automotive received a product designation notice for ADAS perception systems and radar systems, estimating total revenue of approximately 2.477 billion RMB over a 5-year project lifecycle, with mass production expected to start in April 2026 [6] Shareholding Changes - Medi Technology's shareholder, Weng Kang, plans to reduce his stake by up to 1.7% of the company's total shares, while another shareholder, Wu Di, intends to reduce his holdings by up to 0.0047% [7] - Xinhua Co., Ltd.'s director, Fang Junwei, plans to reduce his holdings by up to 75,200 shares, representing no more than 0.039% of the company's total shares [7]

Core Insights - The stock of Haon Auto Electric increased by 7.15% today, with a turnover rate of 43.68% and a trading volume of 1.956 billion yuan, indicating significant market activity [2] - Institutional investors net bought 93.48 million yuan, while the Shenzhen Stock Connect saw a net sell of 3.63 million yuan [2] - The stock has appeared on the daily trading list 16 times in the past six months, with an average price increase of 4.16% the following day and 12.42% over the next five days [3] Trading Activity - The top five trading departments accounted for a total transaction of 610 million yuan, with a net buying amount of 69.36 million yuan [2] - Among the trading departments, four institutional special seats were involved, with a total buying amount of 17.6 million yuan and selling amount of 8.244 million yuan, resulting in a net buy of 93.48 million yuan [2] - The largest buying and selling department was the Shenzhen Stock Connect, with a buying amount of 123 million yuan and a selling amount of 126 million yuan, leading to a net sell of 3.63 million yuan [2] Fund Flow - The stock experienced a net outflow of 125 million yuan today, with a significant outflow of 127 million yuan from large orders, while smaller orders saw a net inflow of 2.93 million yuan [3] - Over the past five days, the stock has seen a net outflow of 90.845 million yuan [3] - As of September 15, the margin trading balance for the stock was 337 million yuan, with a financing balance of 336 million yuan and a securities lending balance of 1.1936 million yuan [3]

Core Insights - The company, Haoen Automotive Electronics (301488.SZ), specializes in the research, design, manufacturing, and sales of intelligent driving perception systems for automobiles [1] - The company has received a designated confirmation for its ADAS camera perception system (11 units per vehicle) and AK2 radar system (12 units per vehicle) from a global automotive brand, the name of which is confidential [1] - The project has a lifecycle of 5 years, with an estimated total revenue of approximately 2.477 billion yuan during this period, and mass production is expected to begin in April 2026 [1] Company Overview - Haoen Automotive Electronics is recognized as a national high-tech enterprise [1] - The company focuses on advanced driver-assistance systems (ADAS) and radar systems, indicating a strong position in the automotive technology sector [1] Financial Projections - The estimated total revenue from the project over its lifecycle is around 2.477 billion yuan [1] - The project is set to commence mass production in April 2026, suggesting a timeline for revenue generation [1]

Group 1 - The stock of Haon Auto Electric increased by 7.15% with a trading volume of 1.956 billion yuan and a turnover rate of 43.68% [1] - After-hours trading data shows that the Shenzhen Stock Connect special seat bought 123 million yuan and sold 126 million yuan, indicating active trading [1] - Three institutional special seats had a net purchase of 110 million yuan, while one institutional special seat had a net sale of 16.6751 million yuan [1]

Core Insights - Company received a fixed-point order for ADAS camera perception systems (11 units per vehicle) and AK2 radar systems (12 units per vehicle) from a global automotive brand [1] - The project has a lifecycle of 5 years, with an estimated total revenue of approximately 2.477 billion yuan [1] - Mass production is expected to commence in April 2026 [1]

Core Viewpoint - The company, Haoen Automotive Electronics (301488.SZ), has received a significant order for its ADAS camera perception system and AK2 radar system from a global automotive brand, indicating strong demand for its products in the intelligent driving sector [1] Group 1: Company Overview - Haoen Automotive Electronics specializes in the research, design, manufacturing, and sales of automotive intelligent driving perception systems and is recognized as a national high-tech enterprise [1] Group 2: Project Details - The company has received a project confirmation for its ADAS camera perception system (11 units per vehicle) and AK2 radar system (12 units per vehicle) [1] - The project has a lifecycle of 5 years, with an estimated total revenue of approximately 2.477 billion yuan during this period [1] - Mass production is expected to commence in April 2026 [1]

Core Viewpoint - The company, Haon Automotive (301488.SZ), has received a project confirmation for its ADAS perception system and AK2 radar system from a global automotive brand, with a projected total revenue of approximately 2.477 billion yuan over a 5-year lifecycle, starting mass production in April 2026 [1] Group 1 - The project involves the ADAS perception system with 11 units per vehicle and the AK2 radar system with 12 units per vehicle [1] - The estimated total revenue for the project over its lifecycle is around 2.477 billion yuan [1] - Mass production is expected to commence in April 2026 [1]

Core Viewpoint - The announcement indicates that the company has received a fixed-point letter for its ADAS camera perception system and AK2 radar system from a global automotive brand, projecting a total revenue of approximately 2.477 billion yuan over the product's lifecycle, with mass production expected to start in April 2026 [1] Group 1 - The company has established a long-term strategic partnership with the client, which has a strong operational performance and fulfillment capability [1] - The fixed-point letter signifies the client's recognition of the company's project development, manufacturing, and quality management capabilities [1] - This development is expected to enhance the company's market share and brand awareness in the automotive intelligent driving sector [1]

证券代码：301488 证券简称：豪恩汽电 公告编号：2025-064 该客户为公司多年以来重要的战略合作伙伴，经营状况良好，具备较 强的履约能力。 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，此次收到以上客户的 ADAS 摄像感知系统和 AK2 雷达系统产品的定点信，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。 以上项目不会对公司本年度业绩产生影响，将对公司未来经营业绩产 生积极影响。 三、 风险提示 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。公司于近日收到某全球汽车品牌（基于双方保密协议约定，不便披露 客户具体名 ...