智通财经APP获悉，2026年1月26日晚间，佑驾创新(02431)发布公告，公司根据2025年5月23日股东周年 大会授予的股份回购授权，启动了总额不超过2亿港元的H股股份回购计划。 在全球化战略上，佑驾创新亦加速进阶成功进入系统性、本地化的"出海2.0"新阶段。2026年伊始，佑 驾创新在海外市场连续落子：公司先是携手印度龙头汽车零部件巨头Sterling集团，围绕智能驾驶解决 方案落地与本地化生产展开深度合作，拓展新兴市场。随后公司L4业务也实现海外拓展，计划在中东 部署上千辆无人车，率先抢占智慧物流场景出海先机。 截至2026年1月26日，公司已通过香港联合交易所有限公司公开市场累计购回4,621,000股H股股份，总 金额约73,154,342港元。 从本次回购彰显信心，到13亿元大额订单筑牢业绩增长根基，再到印度、中东海外布局打开长期成长空 间，三重核心利好形成强劲共振。依托深厚的技术量产积淀以及L2及L4的双线出海布局优势，佑驾创 新正深度契合汽车智能化与产业出海两大行业主旋律，长期增长潜力值得期待。 董事会明确表示，当前H股股份成交价未充分反映公司的内在价值及实际业务前景，此次股份回购是基 于 ...

值得关注的是，资本市场对佑驾创新的信心不止于公司回购。作为公司基石投资者，地平线机器人全资 子公司Horizon Together Holding Ltd.基于双方多年合作积淀，此前已在公开市场合计购入68.82万股H 股，用真金白眼彰显对佑驾创新未来发展前景及生态价值的看好。与此同时，公司核心股东此前已自愿 延长股份限售期，董事长及高管团队亦同步推出增持举措，形成信心传递组合拳。 2026年1月26日晚间，佑驾创新(2431.HK)发布公告，公司根据2025年5月23日股东周年大会授予的股份 回购授权，启动了总额不超过2亿港元的H股股份回购计划。 截至2026年1月26日，公司已通过香港联合交易所有限公司公开市场累计购回4,621,000股H股股份，总 金额约73,154,342港元。 董事会明确表示，当前H股股份成交价未充分反映公司的内在价值及实际业务前景，此次股份回购是基 于对公司长期发展的信心，有利于提升集团资本市场价值及股东回报能力，符合公司及全体股东的整体 利益。 在全球化战略上，佑驾创新亦加速进阶成功进入系统性、本地化的"出海2.0"新阶段。2026年伊始，佑 驾创新在海外市场连续落子：公司先是 ...

1月26日，佑驾创新（02431.HK）宣布，于近日新获某知名车企的项目定点通知，将为其面向国内及海 外市场的广泛车型开发并提供一系列先进的智能驾驶产品。 据悉，项目全生命周期订单总金额约为13亿元人民币，计划于2026年中正式启动量产。佑驾创新表示， 此次标志性项目定点验证了公司技术实力与产品可靠性，是公司在乘用车智能化领域的重大突破，也是 公司智能驾驶技术走向全球市场的关键一步。 据悉，该车企在中国市场拥有广泛的用户基础。官方数据显示，2025年其销量领跑市场，以超百万辆成 绩稳居行业头部阵营。佑驾创新获得行业头部车企认可，代表其产品在性能、可靠性及合规性上均达到 国际主流标准，具备服务全球市场的能力。而项目覆盖车型与市场范围广、全生命周期价值高，体现出 客户对公司创新研发与量产交付的信心。 当前，汽车智能化浪潮席卷全球，随着搭载智驾功能的车型加速推向市场，产业链上下游企业迎来新的 发展窗口。其中，具备技术、工程化与成本综合优势的头部智驾企业，将站在更广阔的国际市场，为智 能汽车产业的高质量发展贡献力量。作为产业出海浪潮的先行者，佑驾创新已在海外市场深度布局、多 点开花。 佑驾创新是国内首批助力整车厂通过 ...

Core Viewpoint - Ningbo Joyson Electronic Corp. expects a significant increase in net profit for 2025, projecting approximately 1.35 billion yuan, a year-on-year increase of about 390 million yuan, representing a growth of 40.56% [1] Financial Performance - The company anticipates a net profit attributable to shareholders of approximately 1.5 billion yuan after deducting non-recurring gains and losses, reflecting a year-on-year growth of about 17.02% [1] Business Development - Joyson Electronic has made substantial advancements in automotive intelligence, achieving a leap from product development to mass production orders in areas such as intelligent driving and cockpit integration [1] - The company has secured over 20 billion yuan in orders for automotive intelligent products, with clients including well-known domestic and international automotive manufacturers [1] - In the first three quarters of 2025, the total amount of new orders acquired globally by Joyson Electronic reached approximately 71.4 billion yuan [1] Strategic Upgrade - Joyson Electronic has upgraded its strategy to "Automotive + Robotics Tier 1," aiming to extend its R&D and manufacturing expertise from the automotive sector to the robotics industry [1] - The company has established a comprehensive layout for key components in robotics, launching a product matrix that includes AI head assemblies, full-domain controllers, energy management assemblies, and mecha kits [1] - Collaborations have been formed with domestic and international robotics companies, with some products already in mass supply or sample delivery [1]

Core Viewpoint - Joyson Electronics (均胜电子) expects a significant increase in net profit for the year 2025, projecting approximately 1.35 billion RMB, which represents a year-on-year growth of 40.56% compared to the previous year [1][5]. Financial Performance - The estimated net profit attributable to shareholders is about 1.35 billion RMB, an increase of approximately 390 million RMB from the previous year [5]. - The expected annual net profit excluding non-recurring items is around 1.5 billion RMB [5]. Business Development - In 2025, Joyson Electronics has achieved a breakthrough in the automotive intelligence sector, transitioning from product development to mass production orders, securing over 20 billion RMB in orders across various intelligent automotive products [5]. - The company has received a total of approximately 71.4 billion RMB in new orders globally for the first three quarters of 2025 [5]. Strategic Upgrade - Joyson Electronics is upgrading its strategy to "Automotive + Robotics Tier 1," expanding its research and manufacturing expertise from the automotive sector into the robotics industry [5]. - The company has established a comprehensive layout for key robotic component solutions and has launched a product matrix including AI head assemblies, universal controllers, energy management assemblies, and mecha kits [5]. - Collaborations have been formed with robotics companies such as Zhiyuan Robotics, Galaxy General, and RIVR, with some products already in bulk supply or sampling stages [5].

Core Viewpoint - Junsheng Electronics (600699.SH/0699.HK) anticipates a significant increase in net profit for 2025, projecting approximately 1.35 billion yuan, which represents a year-on-year growth of 40.56% compared to the previous year [1] Financial Performance - The company expects a net profit attributable to shareholders of about 1.35 billion yuan, an increase of approximately 390 million yuan from the previous year [1] - The projected annual net profit excluding non-recurring items is around 1.5 billion yuan [1] Business Development - In 2025, Junsheng Electronics has achieved a breakthrough in automotive intelligence, transitioning from "product development to mass production orders" [1] - The company has secured over 20 billion yuan in orders for automotive intelligent products, including smart driving domain control, cabin integration, in-car multi-screen, and central computing unit (CCU) [1] - For the first three quarters of 2025, the total amount of new orders acquired globally by the company reached approximately 71.4 billion yuan [1] Strategic Upgrade - Junsheng Electronics has upgraded its strategy to "Automotive + Robotics Tier 1," aiming to extend its R&D and manufacturing expertise from the automotive sector to the robotics industry [1] - The company has established a layout for key components in robotics solutions, launching a product matrix that includes AI head assemblies, full-domain controllers, energy management assemblies, and mech kits [1] - Collaborations have been formed with overseas robotics companies such as Zhiyuan, Galaxy General, and RIVR, with some products already in bulk supply or sampling stages [1]

Group 1 - The core viewpoint of the news is that Junsheng Electronics (均胜电子) anticipates a significant increase in its net profit for the year 2025, projecting a net profit of approximately 1.35 billion yuan, which represents a year-on-year increase of about 390 million yuan, or 40.56% [1] - The company has achieved a breakthrough in the automotive intelligence sector, securing over 20 billion yuan in orders for products related to intelligent driving and cockpit integration, with a total of approximately 71.4 billion yuan in new orders for the first three quarters of 2025 [1] - Junsheng Electronics is upgrading its strategy to "Automotive + Robotics Tier 1," expanding its research and manufacturing experience from the automotive sector to the robotics industry, having established a product matrix for key robotic components [1] Group 2 - The upcoming 2025 annual report will be the first significant financial report since Junsheng Electronics' listing on the Hong Kong Stock Exchange, marking a new phase in the company's global development [2] - The chairman of Junsheng Electronics emphasized that the Hong Kong listing represents a new starting point for the company, aiming to leverage the advantages of the "A+H" dual capital platform to drive innovation and create a smarter, safer, and more environmentally friendly future [2] - The robotics business is expected to bring new growth opportunities, with strategic collaborations, such as the partnership with Hezhima (黑芝麻), focusing on joint research and development of robotic control systems and solutions for intelligent manufacturing [2]

Core Viewpoint - The company, Joyson Electronics, anticipates a significant increase in net profit for the year 2025, projecting a rise of approximately 40.56% compared to the previous year, driven by strong performance in the smart automotive sector [1] Financial Performance - The expected net profit attributable to shareholders for 2025 is around 1.35 billion yuan, an increase of about 390 million yuan year-on-year [1] - The projected annual net profit excluding non-recurring items is approximately 1.5 billion yuan [1] Business Development - Joyson Electronics has achieved a breakthrough in the smart automotive sector, transitioning from product development to mass production orders, with over 20 billion yuan in orders received across various smart automotive products [1] - The company has secured a total order value of approximately 71.4 billion yuan globally in the first three quarters of 2025 [1] Strategic Upgrade - The company has upgraded its strategy to "Automotive + Robotics Tier 1," aiming to leverage its automotive R&D and manufacturing experience in the robotics industry [1] - Joyson Electronics has established a product matrix in key robotic components, including AI head assemblies and energy management systems, and has formed partnerships with overseas robotics companies [1]

点 击 蓝 字 关 注 我 们 本文全文共 2312 字，阅读全文约需 7 分钟 乘 势向上聚庐州， 联 合向新话未来。 日前，中国汽车流通协会乘用车市场信息联席分会2026年汽车市场研讨年会在合肥顺利召开。来自全国 汽车整车企业代表踊跃参会。 秘书处崔东树秘书长做了乘联分会2025年工作总结。在流通协会及会长单位的支持下，乘联分会作为行 业信息交流平台，围绕行业发展大局，以提升服务质量为核心，以推动行业创新为动力，不忘初心深耕会员服 务。乘联分会注重提升数据质量，积极为企业发声，拓展办会思路，提高会员满意度，并持续推进合规工作。 中国人民大学经济学院副院长于泽先生做了《"十五五"开局中宏观经济新机遇》的报告，他认为我国处 在新旧动能转换的过渡期，经济发展正在呈现诸多新机遇。2026年以内需为主导，建设强大国内市场作为首要 任务，汽车消费是国内消费的压舱石，预计全年经济增速在5%左右。 国家信息中心正高级经济师徐长明先生做了《汽车市场分析与合资自主关系研判》的报告，他认为由于 政策的促进作用，2025年汽车市场内需销量实现超过正常趋势值的增长，但行业整体效益不尽理想。下半年加 大治理内卷的力度，价格竞争所有好 ...

Core Insights - The article emphasizes the importance of innovation in driving high-quality development in China's automotive industry, particularly as it transitions from electrification to intelligentization [1] - The IVISTA China Intelligent Vehicle Index aims to establish a scientific and fair evaluation system for intelligent vehicles, which is crucial for the industry's high-quality development [1] Group 1: Evaluation Framework and Results - The IVISTA Intelligent Index, based on the 2023 revised guidelines, evaluates vehicles across four sub-indices: intelligent safety, intelligent driving, intelligent parking, and intelligent interaction [2] - By the end of 2025, the IVISTA Intelligent Index had evaluated 118 vehicle models, with 10 models receiving a "G+" rating under the 2020 guidelines, representing 22%, while 8 out of 17 models under the 2023 guidelines achieved a full "G+" rating, indicating a significant improvement in intelligent vehicle performance [2] Group 2: Performance Insights - Intelligent driving shows overall good performance, but there are areas for improvement, such as recognizing stationary targets on highways and handling complex road conditions [4] - Intelligent parking has seen a notable increase in performance, with domestic brands achieving a 100% excellence rate, and memory parking features being equipped in 84.6% of models, significantly outperforming joint venture and foreign brands [4] - The score for intelligent interaction has improved, with 100% of market models under the 2023 guidelines achieving excellence, particularly in occupant status monitoring, although there is still room for enhancement in AI dialogue and new cockpit technologies [4] Group 3: Future Developments - The IVISTA Intelligent Index will officially release the 2026 guidelines in April 2026, marking a new phase characterized by "full scene coverage and full-link verification" [17] - The new evaluation framework will include innovative testing methods for intelligent safety, intelligent driving, intelligent parking, and intelligent cockpit, focusing on real-world scenarios and user pain points [6][11][13][15] - The index aims to provide a forward-looking guide for industry technology development and consumer vehicle purchases, reinforcing its role as a professional benchmark and trend indicator [18]