Group 1: Market Overview - The 中证2000 index showed strong performance with over 20 constituent stocks hitting the daily limit up [2] - A-shares exhibited mixed results, with the 上证指数 down 0.52% and the 深证成指 up 0.08% [1] Group 2: Policy Impact - The implementation of a new mandatory national standard for light vehicle automatic emergency braking systems (AEBS) is underway, replacing the current voluntary standard [3] - This new standard requires all passenger vehicles to be equipped with AEBS, indicating a significant shift in the automotive market [3] Group 3: Company Performance - 豪恩汽电 (301488) reported a revenue of 1.408 billion yuan from its automotive intelligent driving perception systems in 2024, marking a year-on-year growth of 17.39% [6] - 万安科技 (002590) has developed a comprehensive solution based on AEBS and EBS for the intelligent driving sector [5][6] - 亚太股份 (002284) offers a full suite of solutions for AEBS, with key components including IBS, eBooste, and EMB [6] - 锐明技术 (002970) has successfully launched its self-developed AEBS products in domestic public transport and has exported its front-mounted AEBS products to Europe [6] - 万集科技 (300552) has its laser radar products applied in AEBS systems for certain automotive manufacturers [7] Group 4: Related Companies - Other companies involved in AEBS-related businesses include 强达电路 (301628), 保隆科技 (603197), 华域汽车 (600741), 中汽股份 (301215), and 德赛西威 (002920) [8]

Group 1 - Shengyi Electronics plans to repurchase shares with a total amount between 50 million and 100 million yuan, at a price not exceeding 43.02 yuan per share, for employee stock ownership plans [1] - Guoyao Modern's subsidiary has passed the consistency evaluation for the quality and efficacy of a generic drug, which is used for treating severe infections [1] - Tianhe Magnetic Materials' subsidiaries have obtained project filing notices for high-performance rare earth permanent magnet projects, with total investments of 100 million yuan and 50 million yuan respectively [1][2] Group 2 - Dream Lily intends to repurchase shares with an amount between 85 million and 170 million yuan, at a price not exceeding 10.90 yuan per share, supported by a loan commitment of up to 150 million yuan [3] - Weifu High-Tech has received a loan commitment of up to 135 million yuan from a financial institution for share repurchase [3] Group 3 - Lu'an Environmental Energy reported a coal sales volume of 4.51 million tons in April, a year-on-year increase of 17.75% [5] - *ST Tianshan reported a significant decline in livestock sales and revenue, with a revenue of 70,500 yuan in April, down 95.68% year-on-year [7] Group 4 - Feirongda announced a cash dividend of 0.38 yuan per 10 shares, with a total distribution of 21.9 million yuan [8] - Zhejiang Rongtai's shareholders and executives plan to reduce their holdings by up to 1.93% of the company's shares [9] Group 5 - Changhua Group's subsidiary won the land use rights for an industrial site in Ningbo for 27.05 million yuan, intended for manufacturing and related business [11] - Zejing Pharmaceutical's new drug application for a treatment for severe alopecia has been accepted by the regulatory authority [13][14] Group 6 - Hainan Mining plans to distribute a cash dividend of 0.8 yuan per 10 shares, totaling 1.59 billion yuan [15] - China Jushi plans to distribute a cash dividend of 0.24 yuan per share, totaling 9.61 billion yuan [16] Group 7 - Zhengzhong Design's subsidiary has obtained a utility model patent for an acrylic signage guide [18] - Rundu Co., Ltd. received approval for a veterinary drug product, which is intended for treating bacterial diseases in livestock [20] Group 8 - Emei Mountain A announced the resignation of its general manager due to work reasons [22] - Tonghua Dongbao's insulin injection has received a registration certificate in Nicaragua, allowing for sales in that market [23] Group 9 - Dizu Fashion's subsidiary has completed the registration of a private equity investment fund [24] - Ningbo Gaofa plans to increase capital by 60 million yuan in its subsidiary for operational needs [26] Group 10 - Haichuan Intelligent has obtained two utility model patents for material handling devices [27] - Newland's subsidiary signed a deep cooperation agreement with Alibaba Cloud for AI model applications [29] Group 11 - Rui Neng Technology's controlling shareholder plans to reduce its stake by up to 2.89% [30] - Guomai Culture intends to repurchase shares between 50 million and 100 million yuan for capital reduction [31] Group 12 - Shaanxi Construction won major construction projects totaling 7.88 billion yuan in April [32] - Hanyu Pharmaceutical signed a joint development agreement for a new peptide drug with a partner [34] Group 13 - Yunnan Copper is planning to acquire a 40% stake in Liangshan Mining, leading to a stock suspension [35] - Haizheng Pharmaceutical plans to repurchase shares between 50 million and 100 million yuan for employee stock ownership [36] Group 14 - Tianqiao Hoisting's controlling shareholder plans to increase its stake by 75 million to 150 million yuan [37] - Tiandi Online's controlling shareholder is transferring shares to introduce a strategic investor [38] Group 15 - Hongchang Technology plans to invest 15 million yuan in a joint venture with a partner [39] - Rabbit Baby's subsidiary is preparing for an IPO in Hong Kong [41] Group 16 - Wol Nuclear Materials is planning to issue H-shares for listing in Hong Kong [42] - Tangyuan Electric plans to raise up to 864 million yuan through a private placement for various projects [43] Group 17 - Tongrun Equipment's major shareholders plan to reduce their holdings by up to 2% [44] - Linzhou Heavy Machinery plans to raise up to 600 million yuan through a private placement [46] Group 18 - China Merchants Securities announced the resignation of its vice president [47] - Shangsheng Electronics plans to issue convertible bonds to raise up to 330 million yuan for various projects [48] Group 19 - Longda Co., Ltd.'s major shareholder plans to reduce its stake by up to 1% [49] - China Medical plans to acquire 100% of Jinsui Technology for 302 million yuan [50] Group 20 - Silek has signed a strategic cooperation agreement with a battery manufacturer [51] - Boyun New Materials' major shareholder plans to reduce its stake by up to 3% [53]

证券代码：301488 证券简称：豪恩汽电 公告编号：2025-028 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。公司于近日分别收到某合资汽车品牌及某海外汽车品牌（基于双方保 密协议约定，不便披露客户具体名称）的智驾摄像系统产品的定点信。 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，此次收到客户的智驾摄 像系统产品的定点信，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重大影响，将对公司未来经营业 绩产生积极影响。 三、 风险提示 1、定点信非订单，无明确定义销售收入，具体销售收入以实 ...

证券代码：3 0 1 4 8 8 证券简称：豪恩汽电 公告编号：2 0 2 5 - 0 2 7 深圳市豪恩汽车电子装备股份有限公司 2025年第一次临时股东大会决议公告 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。 特别提示： 1. 本次股东大会未出现否决议案的情形。 一、会议召开和出席情况 （一）会议召开情况 1、召开时间： 现场会议召开时间：2025年5月12日14:30 网络投票时间：2025年5月12日。其中通过深圳证券交易所交易系统进行网络投 票的时间为：2025年5月12日9:15—9:25，9:30—11:30以及13:00—15:00；通过深 圳证券交易所互联网投票系统（http://wltp.cninfo.com.cn）投票时间为2025年5 月12日9:15—15:00期间的任意时间。 2、召开地点：深圳市龙华区大浪街道工业园路豪恩科技园4楼会议室。 3、召开方式：本次股东大会采用现场投票与网络投票相结合的方式召开。 4、会议召集人：深圳市豪恩汽车电子装备股份有限公司（以下简称"公司"）第 三届董事会 2. 本次股东大会不涉及变更以往股东 ...

深圳市南山区前海周大福金融大厦南塔（HyQ 前坊）10 楼 10/F, HyQ, Chow Tai Fook Finance Tower, Qian Hai, Shenzhen 518052, China 电话 Tel: +86 755 8351 7570 传真 Fax: +86 755 8351 5502 电邮 Email: shenzhen@tongshang.com 网址 Web: www.tongshang.com 北京市通商（深圳）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 年第一次临时股东大会的法律意见书 致：深圳市豪恩汽车电子装备股份有限公司 北京市通商（深圳）律师事务所（以下简称"本所"）接受深圳市豪恩汽 车电子装备股份有限公司（以下简称"公司"）的委托，委派贺莉莉律师、史 兴浩律师出席了公司 2025 年第一次临时股东大会（以下简称"本次股东大 会"），并根据《中华人民共和国公司法》（以下简称"《公司法》"）、 《中华人民共和国证券法》等中国法律、法规及规范性文件（以下简称"相关 法律、法规"，为本法律意见书之目的，"中国"不包括香港特别行政区、澳 门特别行政区和台湾地区） ...

Core Viewpoint - Company has received a significant order from a leading electric vehicle brand for its AK2 radar system, panoramic camera system, and driving recorder system, with an estimated total revenue of approximately 619 million yuan over a project lifecycle of 3-6 years, expected to start production in August 2025 [1][2][3] Group 1: Financial Performance - In Q1 2025, company achieved revenue of 387 million yuan, a year-on-year increase of 35.48%, and net profit of 18.42 million yuan, up 4.44% year-on-year [1][5] - For the year 2024, company reported revenue of 1.409 billion yuan, a growth of 17.25%, while net profit decreased by 11.15% to 110 million yuan [5][6] - The company plans to distribute cash dividends of 5 yuan per 10 shares, totaling 46 million yuan, with a dividend payout ratio of 45.58% for 2024 [5] Group 2: R&D and Innovation - Company has emphasized R&D and innovation since its establishment, becoming a leading supplier of automotive intelligent driving perception systems in China [1][6] - R&D investment has increased from 97.28 million yuan in 2022 to 158 million yuan in 2024, with the proportion of R&D expenditure to revenue rising from 9.02% to 11.21% [6] - As of December 31, 2024, company holds 154 software copyrights and 268 various patents, including 46 invention patents [6] Group 3: Market Position and Strategy - The recent order reflects the client's recognition of the company's capabilities in project R&D, production, and quality management, enhancing its market share and brand awareness [3][4] - Company has a diverse client base, including top global automakers, and offers a wide range of products such as visual perception systems and ultrasonic radar systems [4] - In 2024, company generated 915 million yuan from domestic sales and 494 million yuan from international sales, with respective growth rates of 17.64% and 16.53% [6]

Group 1: Ford Motor Company Q1 Financial Results - Ford reported Q1 revenue of $40.7 billion, a 5% year-over-year decline, with adjusted EBIT of $1 billion and net income of $471 million, all below last year's figures [1] - Adjusted earnings per share were $0.14, significantly exceeding analysts' expectations of a $0.04 loss per share [1] - The company suspended its 2025 financial guidance, anticipating a $2.5 billion impact from tariff policies, and plans to raise prices to offset some costs [1] Group 2: Maserati China Management Change - Maserati (China) has undergone a management change, with Davide Grasso stepping down as legal representative and chairman, replaced by Santo Ficili [2] - This change may indicate a strategic shift in response to market dynamics, particularly in the competitive luxury car segment [2] - The new leadership could influence the company's brand image and market strategy, prompting investor interest in Maserati's future developments [2] Group 3: Xiaomi Automotive Patent Announcement - Xiaomi has published a patent for a "wind knife" designed to enhance modal performance and reduce vibration noise during vehicle operation, optimizing aerodynamic performance [3] - This innovation reflects Xiaomi's commitment to improving vehicle performance and comfort, potentially increasing its market competitiveness [3] - The ongoing exploration in the automotive sector may attract consumer attention and boost investor expectations for Xiaomi's future developments [3] Group 4: Waymo's Expansion in Autonomous Ride-Hailing - Waymo is accelerating its expansion in autonomous ride-hailing services, achieving over 250,000 paid rides weekly across four cities [4][5] - The company plans to introduce services in new cities like Atlanta, Miami, and Washington D.C. by 2026, while also building a 239,000 square foot automated factory in Phoenix [4][5] - Collaborations with Moove for fleet management and Toyota for multi-model technology adaptation are aimed at scaling operations [4][5] Group 5: Haon Automotive Orders from Leading EV Brand - Haon Automotive has secured over 619 million yuan in orders for radar systems and other products from a leading electric vehicle brand, with production expected to start in August 2025 [6] - This long-term partnership enhances Haon's revenue outlook and market competitiveness in the automotive electronics and smart systems sector [6] - The growing demand for electric vehicle technology is likely to attract resources into the automotive electronics industry, fostering a positive market environment [6]

Group 1 - Zijin Mining has completed the acquisition of control over Zangge Mining, holding 411 million shares, which is 26.18% of its total share capital [3] - Huayi Group plans to acquire 60% equity of San Aifu for approximately 4.09 billion yuan, aiming to enhance business expansion and competitiveness [6] - Silex reported April sales of 31,488 new energy vehicles, a year-on-year increase of 12.99%, while cumulative sales for the year reached 86,040 units, down 29.87% [4] Group 2 - Huamao Technology's controlling shareholder intends to increase its stake in the company by 100 million to 200 million yuan within six months [2] - Haixing Power's controlling shareholder has signed an agreement to transfer 5% of the company's shares, amounting to 57.9 million yuan, to a related party [5] - Huaneng Technology's controlling shareholder is planning a change in control, which may lead to a transfer of 15% of the company's shares [12] Group 3 - Huzhou Intelligent successfully bid for 75% equity of Shanghai Aerospace Yigeng Intelligent Technology Co., Ltd. for 101 million yuan, focusing on high-end five-axis linkage machine tools [13] - Changchuan Technology plans to establish a joint venture for high-end packaging and testing equipment localization with a registered capital of 100 million yuan [8] - Aoheng Electric received a project confirmation from a leading new energy vehicle brand, with an estimated total revenue of approximately 619 million yuan over the project lifecycle [9] Group 4 - Huazhi Media's film "Dumpling Queen" has grossed approximately 218 million yuan in ticket sales within six days of release, exceeding 50% of the company's last audited annual revenue [10] - Yinlun Co. plans to repurchase shares worth 50 million to 100 million yuan, with a maximum price of 36 yuan per share [11]

Group 1 - Ningde Times announced a share buyback plan with a total fund of 40 billion to 80 billion yuan, having repurchased 6.641 million shares, accounting for 0.1508% of the total share capital, with a total expenditure of 1.551 billion yuan [1] - Guoxin Technology successfully tested its quantum-resistant password chip AHC001, which is based on a domestic 28nm process and features low power consumption and high security, aimed at high-security applications [2] - Jingcheng Co. plans to introduce investors through a capital increase and share expansion for its subsidiary Tianhai Hydrogen Energy, with details yet to be determined [3] Group 2 - Weir Shares' shareholder plans to exchange up to 10 million shares for an open-ended index fund, representing 0.82% of the total share capital, aimed at optimizing asset allocation [4] - Zhejiang University Network New committed 33 million yuan to invest in a venture capital fund focusing on artificial intelligence and robotics, with a total target size of 100 million yuan [5] - Huayi Group intends to acquire 60% of San Aifu for 4.091 billion yuan to expand its business in fluorine fine chemicals, with funding sourced from its own or self-raised funds [6] Group 3 - Huina Technology's controlling shareholder is planning a change of control, leading to a temporary suspension of stock trading [7] - Tongyu Heavy Industry's actual controller will change from Zhuhai State-owned Assets Supervision and Administration Commission to Shandong State-owned Assets, following a share transfer agreement [8] - Kangxi Communication terminated its major asset restructuring plan and shifted to a strategic investment plan to acquire 35% of Shenzhen Chip Zhongxin Technology [9] Group 4 - Huafeng Measurement Control's shareholder plans to transfer 2.9% of its shares due to funding needs, with the transfer price set at a minimum of 70% of the average trading price over the previous 20 trading days [10] - Xiangyuan Cultural Tourism reported a 50.47% year-on-year increase in revenue during the May Day holiday [13] - Sairisi's April new energy vehicle sales increased by 12.99% year-on-year [13]

【品大事】 2025.05. 06 5月6日晚间，沪深两市多家上市公司发布公告，以下是第一财经对一些重要公告的汇总，供投资者 参考。 *ST华嵘：现金收购控股子公司浙江庄辰34%股权 *ST华嵘(600421)公告，5月6日，公司与上海倾岚投资合伙企业（有限合伙）（简称"上海倾岚"）和 杭州丁酉投资合伙企业（有限合伙）（简称"杭州丁酉"）签署了《股权转让协议》，上海倾岚和杭州 丁酉分别持有公司控股子公司浙江庄辰42.5%和6.5%的股权,公司拟以现金方式收购上海倾岚所持有 的浙江庄辰27.5%股权和杭州丁酉持有的6.5%股权，合计34%的股权，本次股权转让完成后，公司将 持有浙江庄辰85%的股权。本次交易完成后，公司持有控股子公司浙江庄辰的股权比例将由51%提高 至85%，有利于进一步优化公司资产结构，促进公司经营发展。本次交易构成关联交易，但不构成重 大资产重组。基于谨慎性原则，上海倾岚和杭州丁酉按照浙江庄34%的股权所对应的净资产值 1972.80万元作为标的价值，公司按协议规定要求实际支付的对价为1972.80万元。 华智数媒：截至5月5日24时《水饺皇后》累计票房收入约为2.18亿元 华智数媒(300 ...