HAXC (SZ:300928) Ju Chao Zi Xun·2025-10-10 03:47Core Viewpoint - Huazhong Xinchuan has received project confirmation from Lantu Automotive for the development and supply of dual-screen display assembly products, highlighting the company's technical strength and capabilities in the smart cockpit display assembly sector [2] Group 1: Company Developments - Huazhong Xinchuan has been recognized for its integration capabilities, rapid delivery, and cost control in the smart cockpit display assembly field through this collaboration with Lantu Automotive [2] - The dual-screen display is described as the core "visual hub" of the smart cockpit, enhancing interaction efficiency and reshaping the aesthetic of the interior [2] Group 2: Industry Trends - The shift from "dual-core drive" to "single-core multi-screen" in electronic and electrical architecture is noted, contributing to vehicle lightweighting and cost optimization [2] - The project confirmation is expected to help Huazhong Xinchuan optimize supply chain management and improve production efficiency and cost control [2] Group 3: Future Outlook - Successful conversion of subsequent orders could enhance Huazhong Xinchuan's market share in the smart cockpit sector and positively impact future operating performance [2] - There is uncertainty regarding project progress, with actual supply volumes dependent on formal sales orders, making the impact on this year's operating performance uncertain [2]