Company Research - Longxin Group (300682.SZ) is focusing on digitalization and has a diversified business model, leveraging its relationship with Ant Group and enhancing its energy internet segment [5] - The company is expected to see earnings per share (EPS) of 0.35, 0.57, and 0.73 yuan for the years 2025, 2026, and 2027 respectively [5] Industry Research - WeRide is a leading player in the global L4 autonomous driving sector, with a significant milestone in overseas commercialization expected soon [6] - Revenue projections for WeRide are 587 million, 1.131 billion, and 2.017 billion yuan for the years 2025, 2026, and 2027 respectively [6] - The company is anticipated to have a price-to-sales (PS) ratio below the average of comparable companies for the years 2026 and 2027 [6] - Factors contributing to WeRide's growth include decreasing hardware and operational costs for Robotaxi and an improving single-vehicle economic model [6]
研选 | 光大研究每周重点报告 20251108-20251114