斩获150亿元大单，均胜电子强势涨停

Core Viewpoint - Junsheng Electronics has recently secured two major automotive smart projects with leading OEMs, with a total order value of approximately 15 billion RMB, expected to start mass production in 2027 [1] Group 1: New Orders and Financial Impact - The new order of 15 billion RMB is close to half of the company's projected revenue for the first half of 2025 and accounts for about 26.85% of the total revenue for 2024, which is estimated at 55.86 billion RMB [1] - The company stated that this project is not expected to have a significant impact on its current year's operating performance but will contribute positively to future revenue [1] Group 2: Technological Capabilities and Market Position - Junsheng Electronics has a long-term technological accumulation in the automotive intelligence sector, covering software and hardware design, system integration, and engineering implementation [1] - The company has established partnerships with well-known automotive manufacturers and new energy vehicle companies, and has collaborated with firms like Momenta, Qualcomm, Horizon, and Huawei [2] - The company launched the immersive smart cockpit JoySpace+ at the Shanghai Auto Show in April and has developed smart auxiliary driving chips that have undergone vehicle testing [2] Group 3: Performance and Growth - In the first half of this year, Junsheng Electronics secured new projects with a total lifecycle value of approximately 31.2 billion RMB, with over 66% of new orders related to new energy vehicles [2] - The company reported a revenue of approximately 30.35 billion RMB for the first half of 2025, representing a year-on-year growth of 12.07%, with net profit increasing by 11.13% [2] - The automotive safety and automotive electronics segments generated revenues of 18.98 billion RMB and 8.36 billion RMB, respectively [2]