NJEC(SH:600699) Mei Ri Jing Ji Xin Wen·2025-09-15 21:26Core Viewpoint - Junsheng Electronics announced that its subsidiary has recently received project designation notifications from two leading automotive OEMs, with a total order value of approximately 15 billion yuan, expected to start mass production in 2027 [2][5] Group 1: Order Details - The total lifecycle order amount of approximately 15 billion yuan represents about 26.85% of Junsheng Electronics' revenue for the previous year [6] - The company has not disclosed the names of the two OEMs due to confidentiality requirements, and the actual procurement amounts remain uncertain [5] - The new projects are expected to enhance the company's future business revenue, although they will not significantly impact the current year's performance [2][5] Group 2: Market Performance - Junsheng Electronics' stock price increased by 31.39% over seven trading days from September 5 to September 15 [2][10] - On September 15, the stock closed up 7.74%, reaching its highest level since August 2021 [7] Group 3: Financial Performance - For the first half of 2025, Junsheng Electronics reported a revenue of 30.35 billion yuan, a year-on-year increase of 12.07% [8][9] - The net profit attributable to shareholders for the same period was 707.63 million yuan, reflecting an 11.13% year-on-year growth [8][9] Group 4: Strategic Positioning - The company is recognized as a long-term partner of major global automotive brands, which underscores its development capabilities and market position in automotive intelligence products [5] - Junsheng Electronics is also expanding into the robotics sector, with recent breakthroughs in humanoid robot business [8][10]