（文章来源：证券时报网） 两融数据显示，该股最新（8月27日）两融余额为1.80亿元，其中，融资余额为1.79亿元，近10日减少 1330.43万元，环比下降6.91%。 公司发布的半年报数据显示，上半年公司共实现营业收入8.05亿元，同比增长35.79%，实现净利润 4686.13万元，同比增长2.54%，基本每股收益为0.5094元，加权平均净资产收益率3.53%。（数据宝） 注：本文系新闻报道，不构成投资建议，股市有风险，投资需谨慎。 豪恩汽电股价创出历史新高，截至9:37，该股上涨20.00%，股价报115.33元，成交量568.35万股，成交 金额6.15亿元，换手率24.28%，该股最新A股总市值达106.10亿元，该股A股流通市值27.00亿元。 证券时报·数据宝统计显示，豪恩汽电所属的汽车行业，目前整体涨幅为0.28%，行业内，目前股价上涨 的有219只，涨停的有豪恩汽电、天普股份等4只。股价下跌的有72只，跌幅居前的有腾龙股份、星宇股 份、华洋赛车等，跌幅分别为7.91%、5.70%、5.47%。 ...

机构简介： 上海理成资产是国内最早成立的私募管理公司之一，十三年以来，始终坚持追求安全边际的成长股投资 理念，积淀一套完整而独特的投资管理知识体系。目前员工50人，近30人为专业投研人员，管理规模最 高超过100亿元，专注于医药、先进制造、大消费领域的二级股票多头策略和PIPE策略。理成长期业绩 排名居前，曾获得三届四座私募金牛奖。 1）豪恩汽电 （上海理成资产管理有限公司参与公司业绩说明会） 调研纪要：2025年上半年公司营收8.05亿元，同比增长35.79%，扣非归母净利润4129.25万元，增长 13.75%。前五大客户占比约70%，新能源业务占50%。主要产品为车载摄像系统（65%）和超声波雷达 系统（35%）。毛利率20.47%，同比下降0.84%，因研发投入达1.03亿元，占营收12.85%。在手定点金 额200-300亿元。海外收入占比40%，全球化战略持续推进。研发团队计划扩至1000人，投入保持营收 10-12%以上。定增预案已于2025年8月6日披露，8月21日获股东大会通过，待证监会审核。已与英伟达 达成芯片战略合作，覆盖Jetson全系列控制域。 根据市场公开信息及8月27日披露的机构 ...

Group 1: Company Insights - Shenzhou Taiyue reported stable revenue from its long-standing games, with revenue of 1.502 billion yuan and 465 million yuan for "Age of Origins" and "War and Order" respectively, both exceeding 1 billion USD in cumulative revenue [1] - Morninglight Bio achieved a revenue of 3.658 billion yuan and a net profit of 215 million yuan in the first half of 2025, marking a year-on-year growth of 115.33% [2] - Haon Electric's revenue reached 805 million yuan in the first half of 2025, a year-on-year increase of 35.79%, with a net profit of 41.29 million yuan [3] - Weixing Co. reported a revenue of 2.338 billion yuan in the first half of 2025, a growth of 1.80% year-on-year, with international business growing by 13.72% [4] - Yongyi Co. noted that China is the largest producer and exporter of office chairs, with exports expected to account for 58% of the global total in 2024 [6] - Xinjubang achieved a revenue of 4.248 billion yuan in the first half of 2025, with a year-on-year growth of 18.58% [7] - Yilian Network maintained stable gross margins, with an optimistic outlook for the second half of the year [8] - Yinlun Co. established a product system focusing on data centers, energy storage, and low-altitude flying vehicles, with positive progress in customer collaborations [9] - Huafeng Technology reported good sales growth in high-speed line modules and an increase in sales revenue from the new energy vehicle business [10] Group 2: Market Trends and Strategies - The SLG market's top products have a monthly revenue ceiling of 200 million USD, indicating an expanding market space [1] - Morninglight Bio's core products are experiencing varied gross margins, with a focus on maintaining reasonable profit margins through strategic measures [2] - Haon Electric's R&D investment reached 103 million yuan, accounting for 12.85% of revenue, indicating a strong commitment to innovation [3] - Weixing Co. is cautious about the winter clothing consumption trend, with a need to observe future market conditions [4] - Yongyi Co. is expanding its non-U.S. market presence, with rapid growth in Europe, Southeast Asia, and Australia [6] - Xinjubang is capitalizing on market opportunities due to the shutdown of international competitors, particularly in the fluorinated liquid business [7] - Yilian Network's overseas capacity construction is not significantly impacting gross margins, with cost optimization through process upgrades [8] - Yinlun Co. is focusing on developing a product system around customer needs in the humanoid robot sector, enhancing collaboration with educational institutions [9] - Huafeng Technology is promoting high-voltage connector applications to expand market scale in the new energy vehicle sector [10]

- The report does not contain any quantitative models or factors for analysis

Market Overview - The market experienced a significant drop, with the Shanghai Composite Index, Shenzhen Component Index, and ChiNext Index closing down by 1.76%, 1.43%, and 0.69% respectively, with over 4,700 stocks declining and only around 600 stocks rising [4] - Despite the indices showing a modest decline, the actual market impact was severe, indicating a split market where many stocks were falling while a few were driving index gains [5][6] Sector Performance - The computing power concept stocks saw a strong morning surge, with companies like Runjian Co., Meige Intelligent, and Dawang Technology hitting the daily limit, but faced significant sell-offs later [3] - The rare earth sector continued to perform well, with companies like Beikong Technology and Northern Rare Earth reaching their daily limit [3] - The CPO sector also experienced a notable rise, with Cambridge Technology achieving three consecutive limit-ups [3] Notable Stocks - Cambrian's stock price rose over 10% to exceed 1,460 yuan, surpassing Kweichow Moutai, which fell to 1,448 yuan, leading to discussions about Cambrian becoming the "new stock king" [11] - Alibaba-related computing power stocks initially surged but ultimately closed down by 1.81%, despite positive speculation about Alibaba's upcoming earnings report [14] - Zhouming Technology announced a partnership with Saudi Arabia's Al-Nassr Club, which initially boosted its stock price but ultimately closed down by 2% [16] Policy Impact - The Ministry of Commerce announced plans to introduce policies to promote service exports, which led to a temporary surge in Cross-Border Communication's stock price, although the connection to cross-border e-commerce remains tenuous [18]

豪恩汽电今日涨停，全天换手率49.41%，成交额10.52亿元，振幅17.47%。龙虎榜数据显示，机构净卖 出1691.54万元，深股通净买入1635.44万元，营业部席位合计净买入5323.23万元。 深交所公开信息显示，当日该股因日收盘价涨幅达20.00%、日换手率达49.41%上榜，机构专用席位净 卖出1691.54万元，深股通净买入1635.44万元。 资金流向方面，今日该股主力资金净流入1.13亿元，其中，特大单净流入1.51亿元，大单资金净流出 3798.20万元。近5日主力资金净流入8347.83万元。 融资融券数据显示，该股最新（8月26日）两融余额为1.98亿元，其中，融资余额为1.97亿元，融券余额 为57.66万元。近5日融资余额合计增加1690.24万元，增幅为9.37%，融券余额合计增加14.56万元，增幅 33.77%。（数据宝） 豪恩汽电8月27日交易公开信息 | 买/ 卖 | 会员营业部名称 | 买入金额（万元） | 卖出金额（万元） | | --- | --- | --- | --- | | 买一 | 深股通专用 | 4922.69 | 3287.25 | | 买二 | 华鑫 ...

Core Viewpoint - The automotive parts sector experienced a decline of 1.91% on August 27, with Chengfei Integration leading the drop [1] Group 1: Market Performance - The Shanghai Composite Index closed at 3800.35, down 1.76% [1] - The Shenzhen Component Index closed at 12295.07, down 1.43% [1] Group 2: Top Gainers in Automotive Parts Sector - Jiaen Qidian (301488) closed at 96.11, up 20.00% with a trading volume of 115,700 shares and a transaction value of 1.052 billion [1] - Jingjin Electric (688280) closed at 10.20, up 20.00% with a trading volume of 651,100 shares [1] - Tianpu Co., Ltd. (605255) closed at 39.00, up 10.01% with a trading volume of 867 shares [1] - Lizhong Group (300428) closed at 21.35, up 7.07% with a trading volume of 576,500 shares and a transaction value of 1.256 billion [1] - Ningbo Huaxiang (002048) closed at 24.60, up 6.63% with a trading volume of 839,800 shares and a transaction value of 2.085 billion [1] Group 3: Top Decliners in Automotive Parts Sector - Chengfei Integration (002190) closed at 51.10, down 8.73% with a trading volume of 1,028,300 shares and a transaction value of 5.361 billion [2] - Zhongma Transmission (603767) closed at 33.97, down 8.02% with a trading volume of 560,600 shares and a transaction value of 2.1 billion [2] - Kailong High-Tech (300912) closed at 15.21, down 6.69% with a trading volume of 65,800 shares [2] - Hailian Huihui (002537) closed at 11.00, down 6.46% with a trading volume of 2,328,400 shares and a transaction value of 2.618 billion [2] Group 4: Capital Flow Analysis - The automotive parts sector saw a net outflow of 6.466 billion from main funds, while retail investors contributed a net inflow of 5.799 billion [2]

Group 1 - The company has significantly enhanced the value per vehicle with the proliferation of intelligent driving technology [1] - The number of ultrasonic radar sensors per vehicle has increased from 2 to 12, visual sensors from 1 to 12, and millimeter-wave radar from 1 to 6 [1] - The price of the perception system per vehicle is expected to rise from below 1,000 yuan to between 3,000 and 4,000 yuan, along with an increase in domain control [1]

人民财讯8月27日电，豪恩汽电（301488）8月26日在业绩说明会上表示，目前公司在手订单项目充足， 客户涵盖了全球一流车厂，主要产品有视觉感知系统和超声波雷达系统，包括车内监控系统、电子后视 镜系统、行泊一体系统、前视主动安全系统、域控制器系统、智能泊车系统、智能视觉系统、超声波雷 达系统、毫米波雷达系统、视觉传感器系统等产品，合计在手定点金额达200亿元—300亿元。 ...

Core Viewpoint - Haon Automotive (301488) is actively expanding its business in the intelligent driving sector while also making significant strides in the robotics field through strategic partnerships and technology development [1] Group 1: Business Development - The company has signed a technical cooperation agreement with Shanghai Zhiyuan to jointly research and develop the Genie02 ultrasonic sensor project, aiming to customize ultrasonic system products for chassis requirements [1] - Haon Automotive is in discussions with multiple robotics manufacturers to explore further collaboration opportunities [1] Group 2: Strategic Partnerships - The company has established a strategic partnership with NVIDIA to develop robotic brain control systems, which includes the full range of NVIDIA's Jetson Thor, Orin AGX, Orin NX, and Orin Nano control domains [1]