Hamaton(SZ:300643) Zheng Quan Shi Bao Wang·2025-07-29 11:28Core Viewpoint - The company, Wantong Intelligent Control, has signed an exclusive sales and cooperation agreement with Shanghai Shenming Aosi Semiconductor Technology Co., Ltd. to produce and sell boards based on the Fellow1 chip in the field of embodied intelligence [1][2]. Group 1: Agreement Details - The agreement allows Wantong Intelligent Control to manufacture and sell boards using the Fellow1 chip, with procurement based on sales performance and market expectations [1]. - Wantong Intelligent Control must inform Shenming Aosi before initiating any design projects with clients, and both parties will share a customer coding system [1][2]. - The exclusive authorization period is set for five years, with the possibility of renewal or termination six months prior to expiration [2]. Group 2: Industry Context and Future Plans - The intelligent driving and robotics industries are experiencing significant growth, prompting leading automotive companies to explore robotics [2]. - Wantong Intelligent Control aims to leverage its strengths in large model chips, sensors, and sales channels to accelerate product deployment in the field of embodied intelligence [2]. - The company has set development goals for the next three years, focusing on digital and intelligent products, optimizing product structure, and expanding into the embodied intelligence perception field [3]. Group 3: Financial Performance - In the first half of the year, Wantong Intelligent Control reported a net profit of 87.75 million to 99.86 million yuan, representing a year-on-year growth of 45% to 65% [3]. - The increase in profit is attributed to product structure optimization and a higher proportion of high-margin sensor and digital information control device businesses [4]. - The growth in the passenger vehicle TPMS business is driven by the expanding aftermarket replacement market, while the commercial vehicle market shows stable demand [4].