（文章来源：每日经济新闻） 每经AI快讯，12月4日，人形机器人概念冲高回落后再度走强，恒而达触及涨停，三花智控涨超7%，安 培龙、豪恩汽电、浙江荣泰、五洲新春跟涨。 ...

Core Insights - The event "Exploring Haon Automotive Electronics, Smart Future Path" was organized by Dongfang Caifu Securities to facilitate direct communication between investors and Haon Automotive Electronics [1] - The activity aimed to provide investors with a comprehensive understanding of Haon Automotive's business layout, technological strength, and development strategy through in-depth research [1] Company Overview - Haon Automotive Electronics is an innovative national high-tech enterprise focused on the research, design, manufacturing, and sales of automotive intelligent driving perception systems [4] - The company's "perception system + decision system" one-stop solution is leading in the industry, with the vehicle-mounted visual perception system accounting for approximately 65% of its main business revenue [4] Product and Technology Insights - The exhibition showcased Haon Automotive's technological development in intelligent driving perception, highlighting the transition from basic perception to integrated intelligence [2] - Products displayed included intelligent vision systems, ultrasonic radar systems, millimeter-wave radar systems, and AI algorithm-based integrated technology solutions, demonstrating their practical applications in driving scenarios [2] Strategic Communication - During the Q&A session, investors engaged with management regarding the company's business development and future strategies, particularly the application prospects of products in the robotics field [7] - The management emphasized that perception technology is a core requirement for various types of robots, with existing products covering both perception and decision-making aspects, and deep collaborations established with leading robotics companies [7] Investor Engagement - The event provided a unique immersive experience for investors to understand the company's value through direct interaction with management and exploration of the company's technological and strategic dimensions [7] - Dongfang Caifu Securities is committed to facilitating direct dialogue between investors and quality enterprises, planning to continue organizing similar in-depth research activities in the future [7]

证券日报网讯 12月2日，豪恩汽电在互动平台回答投资者提问时表示，公司的智能驾驶感知技术与机器 人有着"技术同源"效应，公司已在汽车智能驾驶感知领域深耕多年，具备强大的技术和制造能力，能顺 利进入机器人领域。 （编辑 王雪儿） ...

Core Viewpoint - The company, Haon Automotive (301488.SZ), has indicated that its intelligent driving perception technology shares a "technological synergy" with robotics, suggesting a strong foundation for entering the robotics sector after years of development in automotive intelligent driving perception [1] Group 1 - The company has been deeply engaged in the field of intelligent driving perception for many years, indicating a robust technological and manufacturing capability [1] - The successful transition into the robotics field is supported by the company's established expertise in intelligent driving technologies [1]

Group 1 - The core viewpoint of the news is that Haon Automotive Electronics has experienced a decline in stock price, with a drop of 5.05% to 134.14 CNY per share, and a total market capitalization of 12.341 billion CNY [1] - Haon Automotive Electronics, established on January 13, 2010, specializes in the research, design, manufacturing, and sales of automotive intelligent driving perception systems, with 99.37% of its revenue coming from this segment [1] - The company was listed on July 4, 2023, and its main products include onboard camera systems, onboard video driving recorders, and ultrasonic radar systems [1] Group 2 - Minsheng Jianyin Fund holds a significant position in Haon Automotive Electronics, with its Minsheng Jianyin Pension Service Mixed Fund (002547) owning 1,200 shares, representing 1.05% of the fund's net value [2] - The fund has reported a loss of approximately 8,556 CNY today, with a year-to-date loss of 6.79% and a one-year loss of 7.42% [2] - The fund was established on October 21, 2016, and has a current scale of 19.6553 million CNY, with a cumulative return of 50.26% since inception [2]

Market Overview - The automotive parts sector increased by 1.05% on November 28, with Haoen Automotive leading the gains [1] - The Shanghai Composite Index closed at 3888.6, up 0.34%, while the Shenzhen Component Index closed at 12984.08, up 0.85% [1] Stock Performance - Notable declines in individual stocks include: - C Hai'an (001233) down 4.25% to 71.21 with a trading volume of 104,400 shares and a turnover of 754 million yuan - Chaojie Co. (301005) down 3.80% to 66.38 with a trading volume of 243,600 shares and a turnover of 1.614 billion yuan - Yinlun Co. (002126) down 3.31% to 33.60 with a trading volume of 210,100 shares and a turnover of 708 million yuan [1] Capital Flow - The automotive parts sector saw a net inflow of 901 million yuan from institutional investors, while retail investors experienced a net outflow of 323 million yuan [1] - Detailed capital flow for selected stocks shows: - Yanyang Bearing (000678) had a net inflow of 4.45 million yuan from institutional investors, but a net outflow of 2.09 million yuan from retail investors [2] - Haoen Automotive (301488) recorded a net inflow of 10.3 million yuan from institutional investors, with a significant net outflow of 136 million yuan from retail investors [2]

Group 1: Product Offerings and Market Position - The company offers products for robots, focusing on perception technology, which is essential for humanoid and working robots. Current products cover both perception and decision-making aspects, including ultrasonic radar systems and visual perception systems [1] - The company holds a leading market share in ultrasonic radar in China and is expanding into visual, millimeter-wave, and domain control technologies [2] Group 2: Future Directions and Market Expansion - The company aims to focus on higher-value products, particularly in the decision-making and perception areas, while also targeting an increase in overseas market share to 50%-70% [2] - A production base has been established in Huizhou, with some capacity already operational, expected to meet demand for the next 3-5 years [2] Group 3: Research and Development Investments - R&D investments are divided into two categories: new technology development (e.g., upgrades from AK1 to AK2 in ultrasonic radar) and customized product development based on specific requirements from different automotive clients [2] Group 4: Company Growth and Market Value - The company does not predict stock price fluctuations but focuses on long-term development, aiming to become a world-class enterprise by increasing core business volume and exploring new growth avenues [2] Group 5: Future Technology Trends - The future of intelligent driving may lean towards either vision-based solutions or laser-based solutions, with the choice depending on vehicle pricing and consumer preferences [2]

北京市通商律师事务所 关于深圳市豪恩汽车电子装备股份有限公司 2025 年度向特定对象发行 A 股股票的 补充法律意见书（一） 二〇二五年十一月 | 目 录 | 1 | | --- | --- | | 释 义 | 2 | | 第一部分 | 2025 年三季报更新 5 | | 一、 | 发行人本次发行的批准和授权 5 | | 二、 | 发行人本次发行的主体资格 5 | | 三、 | 发行人本次发行的实质条件 5 | | 四、 | 发行人的设立 5 | | 五、 | 发行人的独立性 5 | | 六、 | 发行人的主要股东及实际控制人 6 | | 七、 | 发行人的股本及其演变 6 | | 八、 | 发行人的业务 7 | | 九、 | 关联交易及同业竞争 8 | | 十、 | 发行人的主要财产 17 | | 十一、 | 发行人的重大债权、债务 26 | | 十二、 | 发行人重大资产变化及收购兼并 28 | | 十三、 | 发行人公司章程的制定与修改 28 | | 十四、 | 发行人股东会、董事会、监事会议事规则及规范运作 29 | | 十五、 | 发行人董事、监事和高级管理人员及其变化 29 | | 十六、 | ...

深圳市豪恩汽车电子装备股份有限公司（以下简称"公司"）于 2025 年 11 月 4 日收 到深圳证券交易所（以下简称"深交所"）出具的《关于深圳市豪恩汽车电子装备股份有 限公司申请向特定对象发行股票的审核问询函》（审核函〔2025〕020056 号）（以下简称 "审核问询函"）。 公司按照审核问询函的要求，会同相关中介机构对审核问询函所列问题进行了认真逐 项落实和作出回复，并对募集说明书等申请文件的内容进行了更新。同时，鉴于公司 2025 年三季度报告已公开披露，公司会同相关中介机构对募集说明书等申请文件中涉及的财务 数据等内容进行了相应的更新。上述回复及更新的募集说明书等申请文件，具体内容详见 公司于 2025 年 11 月 24 日在巨潮资讯网（http://www.cninfo.com.cn）披露的相关公告。 证券代码：301488 证券简称：豪恩汽电 公告编号：2025-079 深圳市豪恩汽车电子装备股份有限公司 关于向特定对象发行股票的审核问询函回复及募集说明书等申请文件 更新的提示性公告 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。 公司本次向 ...

关于深圳市豪恩汽车电子装备股份有限公司 申请向特定对象发行股票的审核问询函 有关财务会计问题的专项说明 致同会计师事务所（特殊普通合伙） 致同会计师事务所（特殊普通合伙） 中国北京朝阳区建国门外大街 22 号 赛特广场 5 层邮编 100004 电话 +86 10 8566 5588 传真 +86 10 8566 5120 www.grantthornton.cn 关于深圳市豪恩汽车电子装备股份有限公司 申请向特定对象发行股票的审核问询函 有关财务会计问题的专项说明 深圳证券交易所： 贵所于 2025 年 11 月 4 日出具的审核函〔2025〕020056 号《关于深圳市豪 恩汽车电子装备股份有限公司申请向特定对象发行股票的审核问询函》（简 称"问询函"）已收悉。对审核问询函所提财务会计问题，致同会计师事务所（特 殊普通合伙）（以下简称"我们"或者"申报会计师"）对深圳市豪恩汽车电子装 备股份有限公司（以下简称"豪恩汽电"或"发行人"或"公司"）相关资料进行了核 查，现做专项说明如下： 问题 2：关于主营业务 发行人主营业务为汽车智能驾驶感知系统的研发、设计、制造和销售，核 心产品为集软件、算法、光学设计和 ...