Group 1 - The company, Haon Qidian (301488), announced a series of shareholder return activities scheduled from July 4 to July 20, 2025 [1] - The activities will include the distribution of exclusive product gift boxes for shareholders and an offline open day event to celebrate the company's second anniversary [1] - Eligible shareholders can apply for the product gift boxes or register for the offline visit through the "Gudong Butler" app [1]

证券代码：301488 证券简称：豪恩汽电 公告编号：2025—032 深圳市豪恩汽车电子装备股份有限公司 关于股东回馈活动的自愿性信息披露公告 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。 2.上市两周年股东开放日线下参观活动 时值深圳市豪恩汽车电子装备股份有限公司（以下简称"公司"）上市两周年之际， 为感谢广大股东长期以来对公司的关心和支持，同时便于广大股东深入全面了解公司生 产经营情况，提高投资者对公司内在价值的理解与认识，建立长效、多样的股东回报机 制，2025 年 7 月，公司将开展"豪恩汽电 2025 年股东回馈"系列活动，现将活动内容 公告如下： 一、活动时间 本次活动时间：2025 年 7 月 4 日 9:00 至 2025 年 7 月 20 日 24:00。 二、参加活动股东范围 2025 年 7 月 4 日至 2025 年 7 月 20 日期间在中国证券登记结算有限责任公司深圳 分公司登记在册的公司股东，可以参与本次股东回馈系列活动。自然人股东仅限本人参 与，法人股东限指定不超过 3 名（含 3 名）自然人代表。 三、系列活动内容 1. ...

Investment Rating - The automotive industry is rated as "Overweight" with expectations of outperforming the market in the next six months [52]. Core Views - The automotive sector saw a weekly increase of 2.88%, outperforming the CSI 300 index by 0.93 percentage points during the period from June 22 to June 27, 2025 [10][41]. - Retail sales of passenger vehicles in June increased by 24% year-on-year, with a total of 1,008.6 million units sold year-to-date, reflecting an 11% increase compared to the previous year [6][42]. - The new Xiaomi YU7 SUV model launched successfully, achieving over 240,000 pre-orders within 18 hours of its release [3][42]. Summary by Sections Market Review - The automotive sector's performance for the week (June 22-27, 2025) showed a 2.88% increase, with the passenger vehicle segment rising by 0.08% and commercial vehicles by 1.01% [10][41]. - The automotive parts sector increased by 4.62%, while the automotive services sector rose by 4.27%, both outperforming the CSI 300 index [10][41]. Valuation Levels - As of June 27, 2025, the automotive industry's PE-TTM was 25.9, up by 0.72 from the previous week. The valuations for passenger vehicles, commercial vehicles, and parts were 25.37, 35.87, and 24.46 respectively [11][41]. New Vehicle Launches - A total of 28 new models were launched during the week, including the Xiaomi YU7, which is priced between 25.35 and 32.99 million yuan [38][40]. Investment Recommendations - The report suggests that the automotive sector is expected to continue its upward trend, with specific focus on the performance of electric vehicles and related technologies [41].

Core Viewpoint - The company, Haoen Automotive Electronics, plans to launch L3 autonomous driving products next year, moving from its current L2+ capabilities [1] Group 1: Autonomous Driving Technology - The company currently operates at L2+ level in autonomous driving perception systems and expects to reach L3 by next year [1] - Plans include the development of products such as lidar and thermal imaging to meet the safety redundancy requirements for L3 [1] Group 2: Domain Control Systems - The company has already mass-produced low-computing power domain control solutions and is gradually developing high-computing power products [1] Group 3: Robotics Subsidiary - A subsidiary focused on robotics has been established, primarily dealing with perception system products, including ultrasonic modules, RGBD depth cameras, and solid-state lidar [1] - Future expansions will include tactile sensors, electronic skin, and multi-dimensional force sensors [1] - The company is in discussions with multiple robotics firms for technical exchanges and negotiations [1]

Group 1: Product Development and Technology - The company's main products are evolving in line with the smart driving trend, with plans to reach L3 autonomous driving by next year [3] - The company has established a robotics subsidiary focusing on perception system products, including ultrasonic modules and solid-state LiDAR, with future expansions planned [4] Group 2: Financial Impact and Strategy - Recent changes in payment terms from major automakers will reduce the average payment period from over 180 days to under 60 days, significantly improving cash flow [3] - The company aims to maintain a reasonable gross margin of 20%-25% by optimizing its profit structure through a combination of high-margin software and low-margin hardware [4] Group 3: Market Position and Goals - Short-term goal (5 years): Achieve over 30% market share in core products like ultrasonic and millimeter-wave radar, aiming for a business scale approaching 10 billion [4] - Long-term goal (10 years): Strive to be among the top three global players in autonomous driving perception and domain control, competing with international leaders [4] Group 4: Confidence and Future Outlook - The controlling shareholder's recent increase in stake reflects strong confidence in the company's potential for 10-fold revenue and profit growth, with a market value target of 10 billion [4]

Group 1 - The company received a notification from its controlling shareholder, Shenzhen Haon Technology Group Co., Ltd., regarding the pledge of part of its shares [2][3] - A total of 950,000 shares, representing 2.82% of the total share capital, have been pledged to Huaxia Bank Co., Ltd. for financing purposes, with a pledge expiration date of June 18, 2025 [2][3] - The controlling shareholder has also released a pledge on 2,340,000 shares, which accounts for 6.95% of its holdings and 2.54% of the company's total share capital [2][3] Group 2 - As of the announcement date, the total pledged shares by the controlling shareholder and its concerted actors amount to 47,258,800 shares, which is 51.36% of their total holdings [3] - The total number of shares that have not been pledged is 38,903,200, indicating a significant portion of shares remain unencumbered [3] - The company assures that the current pledge situation will not significantly impact its operations or governance, nor will it lead to a change in actual control [3][4]

证券代码：3 0 1 4 88 证券简称：豪恩汽电 公告编号：20 25-03 1 深圳市豪恩汽车电子装备股份有限公司 关于控股股东部分股份办理质押及解除质押的公告 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。 深圳市豪恩汽车电子装备股份有限公司（以下简称"公司"）近日收到公司控股股 东深圳市豪恩科技集团股份有限公司（以下简称"豪恩集团"）的通知，获悉豪恩集团 将其持有的部分公司股份办理了质押手续；另，豪恩集团已质押给深圳市高新投小额贷 款有限公司的其所持有的公司 2,340,000 股股份办理了解除质押手续。具体事项如下： 三、控股股东及其一致行动人股份累计质押情况 截至公告披露日，控股股东及其一致行动人所持质押股份情况如下： | | | | | | | | 已质押股份 | | 未质押股份 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | | 本次质押 | | | | 情况 | | 情况 | | | | 持股数量 | 持股比 | 前的质押 | 本次质押 ...

Group 1 - The core viewpoint of the article highlights a partial rebound in robotics concept stocks, with Xiangyang Bearing hitting the daily limit up and other companies like Siling Co. and Jike Co. also experiencing significant gains [1] - CITIC Securities emphasizes the potential of humanoid robots as embodied intelligence that can interact better with humans and serve in human environments, suggesting a future where each household or individual may own a humanoid robot [1] - The market potential for humanoid robots is projected to exceed that of automobiles and smartphones, with an estimated market size reaching several trillion yuan [1]

证券代码：301488 证券简称：豪恩汽电 公告编号：2025-030 深圳市豪恩汽车电子装备股份有限公司 深圳市豪恩汽车电子装备股份有限公司（以下简称"公司"），2024年年度权 益分派方案已获2025年4月29日召开的2024年年度股东大会审议通过，现将权益分派 事宜公告如下： 一、股东大会审议通过的利润分配方案情况 元（含税），不送红股，不以资本公积转增股本。合计派发46,000,000元，公司剩 余未分配利润转结下一年度。 四、权益分派对象 本次分派对象为：截止2025年6月5日下午深圳证券交易所收市后，在中国证券 登记结算有限责任公司深圳分公司（以下简称"中国结算深圳分公司"）登记在册 的本公司全体股东。 五、权益分派方法 月6日通过股东托管证券公司（或其他托管机构）直接划入其资金账户。 六、调整相关参数 公司相关股东及董事、高级管理人员在《首次公开发行股票并在创业板上市之 上市公告书》中承诺：本人所持有的发行人股份在限售期届满后两年内减持的，本 人承诺股份减持的价格不低于发行人本次发行价。若在减持发行人股票前，发行人 已发生派发股利、送红股、资本公积转增股本等除息、除权事项的，则减持价格应 不低于 ...

深圳市豪恩汽车电子装备股份有限公司 2024年年度权益分派实施公告 深圳市豪恩汽车电子装备股份有限公司（以下简称"公司"），2024年年度权 益分派方案已获2025年4月29日召开的2024年年度股东大会审议通过，现将权益分派 事宜公告如下： 一、股东大会审议通过的利润分配方案情况 1、以公司现有总股本92,000,000股为基数，向全体股东每10股派发现金红利5 元（含税），不送红股，不以资本公积转增股本。合计派发46,000,000元，公司剩 余未分配利润转结下一年度。 证券代码：301488 证券简称：豪恩汽电 公告编号：2025-030 2、若在分配方案实施前公司总股本由于可转债转股、股份回购、股权激励行权、 再融资新增股份上市等原因而发生变化时，按照分配比例不变的原则对分配总额进 行相应调整。 3、自分配方案披露至实施期间，公司股本总额未发生变化。 4、公司本次实施的分配方案与股东大会审议通过的分配方案一致。 5、本次实施权益分派距离股东大会通过分配方案时间未超过两个月。 二、权益分派方案 本公司2024年年度权益分派方案为：以公司现有总股本92,000,000股为基数， 向全体股东每10股派5.0 ...