人民财讯9月10日电，豪恩汽电（301488）近日在机构调研时表示，公司与英伟达的合作为共同合作开 发机器人大脑控制系统，涵盖英伟达JetsonThor、OrinAGX、OrinNX和OrinNano全系列控制域，双方将 共同突破机器人"大小脑"开发，开创通用机器人与物理AI的新时代。同时该域控产品尚处在开发阶段， 暂未形成收入，请广大投资者注意投资风险。 ...

Group 1: Customer Structure and Revenue - In the first half of 2025, the top five customers accounted for approximately 70% of revenue, with the new energy business contributing around 50% [1] - The company has established partnerships with global clients such as Volkswagen, Toyota, and Ford, enhancing its industry recognition [1] Group 2: Cost Control and R&D Investment - The company aims for maximum sales and minimal expenses, with a focus on increasing automation to enhance efficiency [1] - R&D investment reached 103 million CNY in the first half of 2025, representing 12.85% of revenue, driven by strategic initiatives to secure technological leadership [3] Group 3: Corporate Culture and Strategic Goals - The company emphasizes a culture of excellence, aiming for top-tier clients, technology, products, and personnel, incentivized through a reward system based on contributions [2] Group 4: Market Competition and Future Outlook - The intelligent driving market is rapidly expanding, with increasing penetration and evolving functionalities, presenting significant growth opportunities [5] - The company views the robotics sector as a strategic growth area, leveraging its expertise in intelligent driving technology to capitalize on market demand [5] Group 5: Collaboration and Development - The partnership with NVIDIA focuses on developing a comprehensive robotic brain control system, currently in the development phase without revenue generation [4] - The company has not considered convertible bonds yet, but plans to explore this option based on future development needs [4]

豪恩汽电（301488.SZ）9月10日在投资者互动平台表示，公司已进入机器人领域的布局，包括人形机器 人、服务机器人、物流机器人等，所涉及的产品包括超声波感知、视觉感知、激光雷达、域控、触觉感 知等。目前已与上海智元新创技术达成合作，并进行相关产品的开发。 （文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：董秘你好，你们说，"目前豪恩汽电已成立深圳市豪恩 机器人技术有限公司，并已与多家机器人公司达成合作"，请问，与哪些机器人公司达成合作？ ...

豪恩汽电今日上涨2.81%，全天换手率32.75%，成交额11.25亿元，振幅8.44%。龙虎榜数据显示，深股 通净卖出3488.64万元，营业部席位合计净卖出2685.77万元。 深交所公开信息显示，当日该股因日换手率达32.75%上榜，深股通净卖出3488.64万元。 证券时报·数据宝统计显示，上榜的前五大买卖营业部合计成交1.89亿元，其中，买入成交额为6377.15 万元，卖出成交额为1.26亿元，合计净卖出6174.41万元。 具体来看，今日上榜的营业部中，深股通为第一大卖出营业部，买入金额为618.11万元，卖出金额为 4106.76万元，合计净卖出3488.64万元。 | 买/ | 会员营业部名称 | 买入金额（万 | 卖出金额（万 | | --- | --- | --- | --- | | 卖 | | 元） | 元） | | 买一 | 东方财富证券股份有限公司拉萨团结路第二证券营业部 | 1481.61 | 1455.26 | | 买二 | 东方财富证券股份有限公司拉萨团结路第一证券营业部 | 1215.06 | 739.11 | | 买三 | 东方财富证券股份有限公司拉萨东环路第二证券营业部 ...

格隆汇9月9日丨豪恩汽电(301488.SZ)在互动平台表示，公司暂无储能、电池方面的业务。 ...

Core Viewpoint - The stock of Haon Electric fell by 4.03% today, with a turnover rate of 36.92% and a trading volume of 1.218 billion yuan, indicating significant market activity and selling pressure from institutional investors [2][3]. Trading Activity - The stock was featured on the daily trading list due to its turnover rate reaching 36.92%, with institutional investors net selling 39.7858 million yuan and the Shenzhen Stock Connect net selling 39.6567 million yuan [2]. - The top five trading departments accounted for a total transaction volume of 276 million yuan, with a buying amount of 90.1201 million yuan and a selling amount of 185 million yuan, resulting in a net selling of 95.2776 million yuan [2]. - Among the trading departments, two institutional special seats were involved, with a total buying amount of 4.0273 million yuan and a selling amount of 43.8131 million yuan, leading to a net selling of 39.7858 million yuan [2]. Fund Flow - The stock experienced a net inflow of 54.8720 million yuan from main funds today, with large orders contributing 21.3515 million yuan and big orders contributing 33.5205 million yuan [3]. - Over the past five days, the main funds have seen a net inflow of 73.2644 million yuan [3]. - As of September 5, the margin trading balance for the stock was 336 million yuan, with a financing balance of 335 million yuan and a securities lending balance of 1.0652 million yuan [3]. - In the last five days, the financing balance increased by 98.9379 million yuan, representing a growth of 41.93%, while the securities lending balance increased by 179,300 yuan, a growth of 20.24% [3].

Core Insights - The autonomous driving technology is transitioning from validation to large-scale application, marking a critical turning point in the industry [2] - The commercial deployment of autonomous driving is accelerating globally, with various applications being demonstrated in advanced driving zones [2][4] - The market for autonomous vehicles is projected to reach $200 billion by 2030, with a significant increase in adoption driven by advancements in artificial intelligence [6] Industry Trends - The commercialization of autonomous driving is characterized by "scene-driven, multi-point breakthroughs," focusing on L4-L5 level solutions in commercial vehicles [3] - Four typical scenarios have emerged: Robotaxi, Robotruck, Robovan, and specific vertical applications in areas like airports and ports [3][4] - Major companies are expanding their presence in overseas markets for Robotaxi services, while Robovan applications are being promoted through unified provincial planning [4] Market Performance - As of September 5, the market capitalization of autonomous driving concept stocks in A-shares reached 3.49 trillion yuan, with an average increase of 21.92% this year, outperforming the Shanghai Composite Index by over 8 percentage points [6] - Three concept stocks have doubled in value this year, including Xinyuan Technology, Haon Automotive, and Shuanglin Technology [6] Company Developments - Haon Automotive's stock surged by 16.86%, reaching a historical high with a year-to-date increase of 169.53%, and the company plans to expand its R&D team to support global growth [9] - The company has a robust order backlog, with total project amounts between 20 billion and 30 billion yuan, covering a range of advanced automotive perception systems [9] - Institutions are showing strong interest in autonomous driving concept stocks, with 34 stocks receiving "positive" ratings from brokers [9][10]

Market Performance - The ChiNext Index rose by 6.55%, closing at 2958.18 points, with a total trading volume of 676.08 billion yuan, a decrease of 40.23 billion yuan from the previous trading day [1] - Among the tradable ChiNext stocks, 1337 stocks closed higher, with 42 stocks rising over 10%, including Jin Yinhe, Tianhua New Energy, and Xian Dao Intelligent, which hit the daily limit [1] - The average turnover rate for the ChiNext today was 4.64%, with 35 stocks having a turnover rate exceeding 20% [1] High Turnover Stocks - In the high turnover stocks, 34 stocks increased in price, with Hengbo Co., Ltd., Sudavige, and Haoen Electric rising by 20.00%, 19.99%, and 16.86% respectively [2] - The electric power equipment sector had the most stocks with a turnover rate exceeding 20%, totaling 15 stocks, followed by the machinery and electronics sectors with 4 and 3 stocks respectively [2] Institutional Activity - Five high turnover ChiNext stocks appeared on the Dragon and Tiger list, with institutional participation noted in several stocks [3] - Su Davi Ge saw a net institutional buy of 37.97 million yuan, while Haoen Electric had a net buy of 9.57 million yuan from two institutional seats [3] - The stocks with the highest net buying from brokerage firms were Su Davi Ge, Shouhang New Energy, and Haoen Electric, with net buying amounts of 54.03 million yuan, 25.12 million yuan, and 24.94 million yuan respectively [3] Capital Flow - Among the high turnover stocks, 25 stocks experienced net inflows of main funds, with the highest inflows seen in Nandu Power, Sudavige, and Hanwei Technology, amounting to 370 million yuan, 335 million yuan, and 188 million yuan respectively [4] - The stocks with the largest net outflows included Yian Technology, Shangneng Electric, and Zhengye Technology, with outflows of 164 million yuan, 103 million yuan, and 59.95 million yuan respectively [4]

Group 1 - The stock of Haon Auto Electric increased by 16.86% with a turnover rate of 44.33% and a trading volume of 1.442 billion yuan, showing a volatility of 17.97% [2] - Institutional investors net bought 9.5653 million yuan, while the Shenzhen Stock Connect recorded a net purchase of 19.7723 million yuan, leading to a total net buying of 24.9483 million yuan from various trading desks [2] - The stock has appeared on the Dragon and Tiger list 11 times in the past six months, with an average price increase of 5.05% the day after being listed and an average increase of 11.09% over the following five days [2] Group 2 - The main capital inflow for the stock was 2.9126 million yuan, with a significant single order inflow of 25.9725 million yuan, while large orders saw a net outflow of 23.0599 million yuan over the same period [3] - As of September 4, the margin trading balance for the stock was 340 million yuan, with a financing balance of 339 million yuan and a securities lending balance of 911.5 thousand yuan, indicating a recent increase in financing balance by 177 million yuan, or 108.37% [3] - The trading data shows that the top five buying and selling trading desks had a total transaction volume of 328 million yuan, with a net buying amount of 54.2859 million yuan [2][3]

Group 1 - The sensor sector experienced a significant upward movement on September 5, with companies such as Chuan Technology and Kebo Da hitting the daily limit increase [1] - Infineon Technologies saw an increase of over 10%, indicating strong market interest [1] - Other companies in the sector, including Jingsheng Electronics, Haon Automotive Electric, Hanwei Technology, Fosa Technology, and Mannesmann, also showed positive performance [1]