Core Viewpoint - The company, Haon Auto Electric, has received a significant project confirmation letter from a global automotive brand, indicating a projected total revenue of approximately 2.477 billion yuan over a five-year project lifecycle, starting mass production in April 2026 [1][2]. Group 1: Project Details - The project involves the ADAS camera perception system (11 units per vehicle) and AK2 radar system (12 units per vehicle) [1]. - The total estimated revenue from the project is approximately 2.477 billion yuan, averaging about 495.4 million yuan per year, comparable to the sales scale of the company's largest customer last year [2][3]. Group 2: Company Performance and Market Position - The client is a long-term strategic partner of the company, with a strong performance and fulfillment capability [2]. - The company emphasizes that this project confirmation reflects the client's recognition of its R&D, manufacturing, and quality management capabilities, enhancing its market share and visibility in the automotive intelligent driving sector [2]. Group 3: Stock Market Reaction - Following the announcement, the company's stock price has surged nearly 140% over 15 trading days, indicating strong investor interest [4]. - The company confirmed that this project is expected to contribute positively to its revenue from 2026 to 2030 [4]. Group 4: Client Relationships and Audits - The company has established relationships with major automotive manufacturers, including Volkswagen, Audi, Renault, Stellantis, and Ford, as noted in its 2024 annual report [2]. - The company has successfully passed A-SPICE audits from significant clients, achieving the highest B level in the A-SPICE audit conducted by Audi, showcasing its software development capabilities [3].
这次是25亿元！“大牛股”豪恩汽电一周内再披露巨额产品定点信