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 ...

Core Viewpoint - The A-share market is experiencing a vibrant "technology blossom" with various sectors such as semiconductors, computing power, humanoid robots, and the new energy vehicle industry chain showing strong performance, despite the Shanghai Composite Index hovering around the 3900-point mark [1][6]. Semiconductor Sector - The semiconductor sector is highlighted by the significant rise of Cambrian Technology, which surged over 6% to reclaim the 1500 yuan mark [1]. - The liquid cooling server concept has gained traction, with Chunzhong Technology seeing its stock price increase by 180.55% this year, despite the company not being directly involved in liquid cooling server production [1]. Computing Power Sector - The computing power sector has also seen notable gains, with Huasheng Tiancheng hitting the daily limit and Zhongke Shuguang rising over 7% [3]. Automotive Industry Chain - The automotive industry chain is strengthening, driven by Elon Musk's recent purchase of 2.57 million shares of Tesla, valued at approximately 1 billion USD, marking his first increase in holdings since February 2020 [4]. - Companies like Haon Electric and Wanxiang Qianchao have reached new highs, with Haon Electric surpassing 200 yuan per share [4]. Market Trends and Analysis - According to Zheshang Securities, the market's main line needs to lead the development of the trend, with a focus on sectors that show significant internal differentiation for potential rebound opportunities [6]. - Fangzheng Securities notes that September is a traditional window for strong industry rotation, with the market seeking opportunities amid rapid shifts [7]. - The report emphasizes the importance of maintaining volume and trend, suggesting that sectors with significant global replacement potential should be prioritized [8]. Investment Recommendations - Fangzheng Securities recommends focusing on three main lines: 1. Semiconductor self-control, driven by factors such as new U.S. sanctions and rising storage prices [8]. 2. New energy vehicles, particularly in smart driving and solid-state batteries, with expectations for large-scale deployment by 2026 [8]. 3. Biomedicine, with an emphasis on companies with rich overseas licensing pipelines and upcoming clinical data [8].

Group 1: Market Overview - The A-share market is experiencing a "technology blossom" with sectors like semiconductors, computing power, humanoid robots, and the new energy vehicle industry chain showing strong performance [1][2] - The Shanghai Composite Index is consolidating around the 3900-point mark, with major technology stocks performing well despite minor fluctuations [1] Group 2: Semiconductor Sector - Semiconductor stocks are gaining traction, with companies like Cambricon Technologies seeing a price increase of over 6%, returning to the 1500 yuan mark [1] - The liquid cooling server concept is also gaining attention, with Chunzhong Technology's stock price increasing by 180.55% this year, despite the company not directly involved in liquid cooling server production [1] Group 3: Automotive Sector - The automotive industry chain is strengthening, highlighted by Elon Musk's recent purchase of 2.57 million shares of Tesla, valued at approximately 1 billion USD [4] - Stocks like Haon Automotive and Wanxiang Qianchao are reaching new highs, with Haon Automotive surpassing 200 yuan per share [4] Group 4: Investment Strategies - Zheshang Securities emphasizes the importance of a leading sector for market development, suggesting that concentrated stock price increases indicate a strong market trend [6] - The report indicates that the market is likely to rotate and seek opportunities, particularly in sectors with significant internal differentiation [7] Group 5: Key Investment Themes - Fangzheng Securities identifies three main investment themes: 1. Semiconductor self-control, focusing on analog chips and storage modules [8] 2. New energy vehicles, particularly in smart driving and solid-state batteries [8] 3. Biomedicine, with an emphasis on companies with rich overseas licensing pipelines [8]

Group 1 - The automotive supply chain stocks became active again on the 16th, with Anhui Phoenix rising over 20%, and Haon Automotive Electric surpassing 200 CNY per share, continuing to set new highs [1] - Wanxiang Qianchao and Langbo Technology experienced consecutive daily limit increases, while Daying Electronics, Yinlun Holdings, and Junsheng Electronics also hit their daily limits [1] - Haon Automotive Electric has seen a cumulative increase of over 40% in the past four days, recently announcing it received a project confirmation for various systems from a leading new energy vehicle brand, with an estimated total revenue of approximately 972 million CNY over a project lifecycle of 5-7 years, expected to start mass production in December 2025 [1] Group 2 - Junsheng Electronics also saw a strong limit increase, with a recent announcement that its subsidiary has secured project confirmations from two leading OEM clients, with a total order value of approximately 15 billion CNY over the project lifecycle, planned to start mass production in 2027 [1]

Core Viewpoint - The stock of Haon Electric has seen a significant increase of 11.96% today, with a turnover rate of 45.32% and a trading volume of 1.928 billion yuan, indicating strong market interest and activity [2]. Trading Activity - The stock was featured on the daily trading list due to its high turnover rate, with institutional net purchases amounting to 78.075 million yuan and net purchases from the Shenzhen Stock Connect totaling 42.1505 million yuan [2]. - The top five trading departments accounted for a total transaction volume of 476 million yuan, with a net purchase of 101 million yuan after accounting for buy and sell transactions [2]. - Among the trading departments, two institutional special seats were noted, with a combined purchase amount of 93.1842 million yuan and a total sell amount of 15.1094 million yuan, resulting in a net purchase of 78.075 million yuan [2]. Fund Flow - The stock experienced a net inflow of 71.2152 million yuan from major funds today, with a significant inflow of 121 million yuan from large orders, while large orders saw a net outflow of 49.8514 million yuan [3]. - Over the past five days, the net inflow of major funds was 385,400 yuan [3]. - As of September 12, the margin trading balance for the stock was 361 million yuan, with a financing balance of 360 million yuan and a securities lending balance of 1.1457 million yuan [3]. - In the last five days, the financing balance increased by 25.3099 million yuan, reflecting a growth rate of 7.56%, while the securities lending balance rose by 80,400 yuan, with a growth rate of 7.55% [3].

Market Overview - The ChiNext Index rose by 1.51%, closing at 3066.18 points, with a total trading volume of 620.841 billion yuan, a decrease of 59.474 billion yuan from the previous trading day [1] - Among the tradable ChiNext stocks, 494 stocks closed higher, with 20 stocks rising over 10%, including Nanfeng Co., Furuisi Co., and Shengbang Co., which hit the daily limit [1] Trading Activity - The average turnover rate for the ChiNext today was 4.35%, with 22 stocks having a turnover rate exceeding 20% [1] - The stock with the highest turnover rate was Haon Electric, which closed up 11.96% with a turnover rate of 45.32% and a trading volume of 1.928 billion yuan [1] - C Aifenda, a new stock listed for 5 days, closed down 6.86% with a turnover rate of 43.83% and a net outflow of 1.10822 million yuan [1][2] Institutional Activity - In the high turnover stocks, 5 stocks appeared on the Dragon and Tiger List, indicating institutional trading activity [3] - Haon Electric had 2 institutional special seats with a total net purchase of 78.0749 million yuan, while Zhongyi Technology had 6 institutional special seats with a net purchase of 41.5166 million yuan [3] Fund Flow - Among the high turnover stocks, 12 stocks experienced net inflows from main funds, with Nanfeng Co. and Zhongyi Technology seeing net inflows of 215.15 million yuan and 154.66 million yuan, respectively [4] - C Aifenda is expected to have a net profit median of 99 million yuan, representing a year-on-year increase of 14.72% [4] Performance Summary - The top-performing stocks by turnover rate included: - Haon Electric: 178.15 yuan, +11.96%, 45.32% turnover, 71.2152 million yuan net inflow [4] - C Aifenda: 58.83 yuan, -6.86%, 43.83% turnover, -1.10822 million yuan net outflow [4] - Zitian Tui: 0.63 yuan, -77.01%, 34.06% turnover, 13.2287 million yuan net inflow [4]

Group 1 - The ride-hailing concept sector rose by 1.57%, ranking 6th among concept sectors, with 19 stocks increasing in value, including Time Space Technology and Haima Automobile hitting the daily limit up [1] - Notable gainers in the ride-hailing sector included Haima Automobile, which saw a rise of 9.98%, and Time Space Technology, which increased by 10.01% [3] - The sector experienced a net inflow of 0.18 billion yuan, with 16 stocks receiving net inflows, and Haima Automobile leading with a net inflow of 1.61 billion yuan [2][3] Group 2 - The top stocks by net inflow ratio included Haima Automobile at 44.17%, Time Space Technology at 25.41%, and Dazhong Transportation at 12.54% [3] - The overall market saw various sectors with differing performances, with the pork sector gaining 2.82% while military information technology fell by 1.35% [2] - The ride-hailing sector's performance was supported by significant trading volumes, with Haima Automobile having a turnover rate of 4.17% [3]