CH AUTO(SH:605018) Zheng Quan Ri Bao Zhi Sheng·2025-07-03 16:10Core Viewpoint - Changhua Group has received a long-term order worth approximately RMB 970 million for key metal structural components from a domestic new energy vehicle company, indicating strong competitiveness in product quality and technology [1][2]. Group 1: New Energy Vehicle Projects - The new project has a lifecycle of four years, with an expected total sales amount of about RMB 970 million [1]. - Since 2024, Changhua Group has secured eight new energy vehicle component projects, with a cumulative amount exceeding RMB 2.3 billion [1]. - The sales revenue from new energy vehicle components is projected to be approximately RMB 386 million in 2024, representing a year-on-year growth of 24.52% [1]. Group 2: Market Position and Future Opportunities - The recent order enhances Changhua Group's market position and lays a solid foundation for acquiring more orders and business collaborations [2]. - The company is actively exploring opportunities in the low-altitude economy and humanoid robot sectors, having received two project development notifications from a well-known flying car company, with total orders exceeding RMB 200 million [2]. - Changhua Group's experience in the automotive parts sector provides significant advantages in the low-altitude economy, allowing for cost reduction and shorter development cycles for flying car components [2]. Group 3: Technological Advancements - Changhua Group has produced samples of planetary roller screws for humanoid robots by the end of 2024, following the acquisition of high-end equipment [2]. - The company is in discussions with multiple flying vehicle companies to expand its business scale in the low-altitude economy [2].