Group 1 - The stock price of Shenzhen Haon Automotive Electronics Equipment Co., Ltd. experienced an abnormal fluctuation, with a cumulative increase of 30.13% over two consecutive trading days (May 18, 2025, and May 19, 2025) [1] - The company's board of directors conducted a self-examination regarding the stock price fluctuation and confirmed that there is no undisclosed significant information or major matters under planning [1] - The board also stated that there are no undisclosed matters that should be disclosed according to the Shenzhen Stock Exchange's listing rules, and previous disclosures do not require correction or supplementation [1]

证券代码： 3 01488 证券简称：豪恩汽电 公告编号： 2 0 2 5 - 0 2 9 深圳市豪恩汽车电子装备股份有限公司 关于公司股价异动的公告 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、股票交易异常波动情况 深圳市豪恩汽车电子装备股份有限公司（以下简称"公司"或"豪恩汽电"）股票 交易价格连续两个交易日（2025 年 5 月 18 日、2025 年 5 月 19 日）收盘价格涨幅累计 偏离 30.13%,根据深圳证券交易所相关规定，属于股票交易异常波动的情况。 二、公司关注并核实情况 4、公司、控股股东、实际控制人不存在关于公司的应披露而未披露的重大事项， 也不存在处于筹划阶段的重大事项。 5、经询问，股票异常波动期间，不存在公司实际控制人、控股股东买卖公司股票 的情形。 6、公司不存在违反公平信息披露规定的情形。 三、是否存在应披露而未披露信息的说明 公司董事会确认，除公司已披露的信息外，公司目前没有任何根据《深圳证券交易 所股票上市规则》规定应予以披露而未披露的事项或与该事项有关的筹划、商谈、意向、 协议等；董事会也未获悉公司有根据《深圳 ...

Group 1 - Huawei automotive concept stocks rose by 2.18%, ranking fourth among concept sectors, with 138 stocks increasing in value [1][2] - Notable gainers included Haoen Electric, which hit a 20% limit up, and Tianqi Mould, Asia-Pacific Shares, and Mingke Technology, which also reached their daily limit [1] - The top gainers in the sector were Yongding Shares, Silver Wheel Shares, and Lihexing, with increases of 8.08%, 7.23%, and 6.72% respectively [1] Group 2 - The Huawei automotive concept sector saw a net inflow of 2.149 billion yuan, with 92 stocks receiving net inflows, and 10 stocks exceeding 100 million yuan in net inflows [2] - Yongding Shares led the net inflow with 423 million yuan, followed by Tianqi Mould and Silver Wheel Shares with 407 million yuan and 332 million yuan respectively [2] - The net inflow ratios for Mingke Technology, Tianqi Mould, and Shenglong Shares were 39.04%, 33.46%, and 30.81% respectively, indicating strong investor interest [3]

Market Overview - The ChiNext Index fell by 0.19%, closing at 2039.45 points, with a total trading volume of 298.46 billion yuan, a decrease of 17.36 billion yuan compared to the previous trading day [1] - Among the tradable ChiNext stocks, 854 stocks closed higher, with 19 stocks rising over 10%, including Greebo, Tuoxin Pharmaceutical, and Haoen Automotive, which hit the daily limit [1] Trading Activity - The average turnover rate for the ChiNext today was 3.16%, with 44 stocks having a turnover rate exceeding 20% [1] - C Zerun, a newly listed stock, had the highest turnover rate at 79.01%, closing up by 99.52% with a trading volume of 813 million yuan [1][2] - Other high turnover stocks included Zhongzhou Special Materials and Hengxin Life, with turnover rates of 41.61% and 40.19%, respectively [1][2] Institutional Activity - Eight high turnover ChiNext stocks appeared on the Dragon and Tiger List, with seven stocks showing institutional participation [3] - New Han New Materials had four institutional seats with a total net purchase of 39.83 million yuan, while Tianyuan Pet had four institutional seats with a net purchase of 31.30 million yuan [3] Fund Flow - Among high turnover stocks, 27 stocks saw net inflows from main funds, with the highest inflows in Yian Technology, Zhongzhou Special Materials, and C Zerun, amounting to 384 million yuan, 354 million yuan, and 167 million yuan, respectively [3] - Conversely, stocks like Chuaning Biological and Tuoxin Pharmaceutical experienced significant net outflows, with amounts of 534 million yuan and 17 million yuan, respectively [3] Performance Summary - Two high turnover stocks released half-year performance forecasts, with one stock expecting a profit increase [4] - Zhongjie Automotive is projected to have a net profit median of 48 million yuan, representing a year-on-year increase of 4.72% [4]

01 题材疯狂轮动 具体来看 ， 今天贡献最多涨停板的，是 汽车零部件板块 。 其中 ，豪恩汽电 20CM 涨停，大地电气、兆丰股份、精锻科技、鑫宏业、华密 新材、建邦科技等跟 涨幅超过 10% ，还有铭科精技、万安科技、均胜电子、 春兴精工 等大量个股 10CM 涨停板 。 | | | | 3月10日A版八千令司 十似大朱 少人加 | | | | --- | --- | --- | --- | --- | --- | | 代码 | 名称 | 现价 | 涨跌幅 ▼ | 年初至今涨跌幅 | 总市值1 | | 301488 | 豪恩汽电 | 73.80 c | 20.00% | 33.48% | 68亿 | | 300695 | 非丰股份 | 100.56 c | 13.18% | 125.47% | 71亿 | | 300258 | 精锻科技 | 16.82 c | 12.28% | 88.78% | 86亿 | | 836247 | 华密新材 | 30.91 c | 10.24% | 48.82% | 37亿 | | 002547 | 春兴精工 | 5.25 c | 10.06% | 28.36% | 59亿 ...

Group 1: Market Overview - The market is experiencing a mixed performance with the Shanghai Composite Index down 0.52%, while the Shenzhen Component and ChiNext have turned positive, and the North Stock 50 index has risen by 0.6% [1] - Despite the overall index decline, 3,300 individual stocks are in the green, indicating a divergence in market performance [1] Group 2: New Materials Sector - The PEEK materials sector is gaining attention, with Zhongxin Fluorine Materials hitting the limit up, characterized as the "Hermès of plastics" due to its lightweight and high strength [3] - The Ministry of Industry and Information Technology is promoting domestic alternatives to replace 70% of imported materials, presenting a significant opportunity for leading companies in the sector [3] - A hidden champion in this sector has an annual production capacity of 2,000 tons with orders extending to Q3 of next year, making it a suitable option for long-term investors [3] Group 3: Robotics Industry - Tesla's humanoid robot is nearing mass production, which is boosting companies like Haon Electric and Wan'an Technology [4] - Significant investments are being made in robotics, with Guangdong investing 10 billion yuan in a robotics industrial park and Jiangsu offering subsidies for "machine replacement" [4] - Key indicators for identifying leading companies in this sector include supplying core components to Tesla/Byd and having over 30% of revenue from robotics [4] Group 4: Nuclear Fusion Sector - Baili Electric has seen a surge in stock price, driven by the long-term vision of nuclear fusion as a potential ultimate energy source [5] - Although commercialization is still a decade away, the market is enthusiastic about transformative technologies, making this sector suitable for speculative investments [5] Group 5: Investment Opportunities - The beauty care and logistics sectors are experiencing normal pullbacks, presenting buying opportunities for long-term investors [6] - Leading companies in the medical beauty sector have retraced to the 60-day moving average, while logistics stocks are poised for the upcoming 618 e-commerce festival [6] Group 6: Investment Strategy - The current market strategy involves maintaining a 50% position in solar and energy storage sectors, 30% in new materials and robotics, and 20% in cash for potential opportunities [7] - Monitoring trading volume is crucial, with a stable volume of over 1 trillion yuan indicating a genuine market trend [7]

2025.05. 16 作者 | 一财资讯 5月16日，三大股指集体收跌，上证指数报收3367.46点，跌0.4%；深成指报收10179.6点，跌 0.07%；创业板指报收2039.45点，跌0.19%。 盘面上，PEEK材料、草甘膦、可控核聚变、汽车零部件、化学制药板块涨幅居前，物流、化学纤 维、美容护理、保险板块走低。 PEEK材料概念股涨幅居前，截至收盘，新瀚新材大涨16%，华密新材涨超10%，中欣氟材涨停， 中研股份涨超9%。 汽车零部件板块大涨，豪恩汽电20%涨停，大地电气涨超18%，兆丰股份、精锻科技、鑫宏业等涨 超10%。 化学纤维板块领跌，苏州龙杰跌超7%，吉林碳谷、三房巷、江南高纤等多股不同程度下挫。 【机构观点】 江海证券： 短暂回落不改原有上升趋势。 德讯证券： 修复性行情基本告一段落，但中长期依然具备向好基础。 国金证券： 近期市场焦点集中在成交量的波动上。周四两市成交额缩量至1.15万亿元，周五上午第 一小时较周四进一步缩量600亿元。尽管如此，平均股价指数在探底后出现回升，科技板块中的人形 机器人板块呈现出企稳向好态势，有利于市场整体的震荡回升。后续的超跌反弹若不能有效放量，上 升 ...

Group 1 - The core viewpoint of the news highlights the strong performance of the China Securities Internet of Vehicles Theme Index, which rose by 1.96%, driven by significant gains in constituent stocks such as Haoen Automotive Electronics, which surged by 20.00% [1] - Haoen Automotive Electronics received a major order from a leading new energy vehicle brand, with a total projected revenue of 619 million yuan, and further announcements of contracts with a joint venture and an overseas automotive brand, with estimated lifecycle revenues of approximately 430 million yuan [1] - The increasing global demand for new energy vehicles is driving innovation and application of intelligent driving technologies, making it a key competitive factor in the industry [1] Group 2 - The China Securities Internet of Vehicles Theme Index includes various companies related to the Internet of Vehicles, such as content and service providers, software providers, hardware providers, and automotive manufacturers, reflecting the overall performance of listed companies in this sector [2] - As of April 30, 2025, the top ten weighted stocks in the index accounted for 51.42% of the total index, with notable companies including BYD, Huichuan Technology, and SAIC Motor [2]

Group 1: Automotive Industry - The automotive supply chain sector in the A-share market experienced a surge, with multiple stocks hitting the daily limit up [2][4] - A new mandatory national standard for light vehicle automatic emergency braking systems (AEBS) has been drafted and is now open for public consultation, set to replace the existing standard by June 30, 2025 [3][4] - The new standard expands the requirement for AEBS to include not only passenger cars (M1 category) but also light commercial vehicles (N1 category), indicating a significant market shift [4][6] Group 2: Robotics Sector - The robotics concept stocks saw a notable increase, with companies like Greebo and Haon Electric hitting the daily limit up, and several others rising over 10% [9][10] - China Unicom announced a partnership with Huawei to launch a home robot product, indicating a growing interest in domestic robotics [10] - The domestic robotics industry is expected to enter a mass production phase by 2025, driven by advancements in data accumulation and hardware cost reductions [10] Group 3: Market Performance - The overall A-share market showed low volatility, with the Shanghai Composite Index down 0.52% and the Shenzhen Component Index slightly up by 0.08% [2] - In the Hong Kong market, NetEase saw a significant increase, with its stock price rising over 16% during the session [17][19]

Core Viewpoint - The automotive manufacturing sector is experiencing a surge in stock prices due to the introduction of a mandatory national standard for Automatic Emergency Braking Systems (AEBS), which is expected to significantly enhance vehicle safety and reduce rear-end collisions [1][2]. Group 1: Industry Impact - The new mandatory standard for AEBS will replace the existing recommendation-based standard, expanding its applicability to all M1 and N1 category vehicles, thus ensuring that all passenger cars must be equipped with AEBS [1][2]. - The implementation of AEBS as a mandatory standard is anticipated to drastically improve vehicle safety, as it addresses the high incidence of rear-end collisions, which constitute a significant portion of traffic accidents [2]. Group 2: Company Developments - Companies like Wan'an Technology are actively developing AEBS solutions, having completed the R&D of AEBS and EBS systems, and are offering comprehensive solutions to clients [2]. - Ruiming Technology has reported successful sales of its self-developed aftermarket AEBS products in domestic public transport and taxi sectors, while its original equipment manufacturer (OEM) AEBS products have been exported to Europe [2].