Core Viewpoint - The stock of Botai Carlink (02889) has risen over 8%, reaching a new high of 249.6 HKD since its listing, indicating strong market interest and performance [1] Group 1: Company Performance - As of the latest report, Botai Carlink's stock is up 8.39%, trading at 248 HKD with a transaction volume of 9.8385 million HKD [1] - The company has secured four significant projects since its listing in September 2025, including high-end cockpit domain control projects for major domestic and global automotive brands [1] Group 2: Market Position and Strategy - According to Everbright Securities, Botai Carlink ranks third in the domestic cockpit domain control market share for 2024, having successfully integrated into the core supply chain of leading new energy vehicle manufacturers [1] - The company collaborates closely with major industry players like Qualcomm and Huawei, leveraging its "soft and hard integration" advantage to achieve high revenue growth and potential PS valuation premium [1] - Botai Carlink aims to penetrate the overseas OEM supply chain through international clients such as Porsche, with overseas revenue expected to become a second growth curve [1]
博泰车联涨超8%创新高 此前获多个高端域控项目定点 机构指公司具备溢价空间