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希荻微:公司主要聚焦智能座舱、车身控制、域控、智能驾驶等应用场景
Zheng Quan Ri Bao· 2026-01-06 12:13
Core Viewpoint - The company is focusing on applications in smart cockpits, body control, domain control, and intelligent driving, aiming to provide automotive-grade products such as DC/DC converters, linear power supplies (LDO), smart high/low side switches, and camera PMICs [2] Group 1 - The company has been continuously expanding its customer base in the new energy vehicle sector since its listing [2]
【研报行业+公司】智驾与机器人共振,域控进入放量期,机构重点推荐3家卡位核心环节企业,享业绩估值双击
第一财经· 2025-12-06 11:44
Group 1 - The core viewpoint emphasizes the importance of timely and relevant research reports to identify investment opportunities and avoid missing out on market trends [1] - The article highlights that the penetration rate of L2++ autonomous driving technology has reached 25%, with a 100% growth in NOA (Navigation on Autopilot) vehicle models, indicating a significant market shift [1] - It mentions that institutions are focusing on three key companies in the core segments of the autonomous driving and robotics industry, which are expected to benefit from both performance and valuation boosts [1] Group 2 - The article discusses the recovery of industrial products in Europe and the U.S., driven by three factors: interest rate cuts, infrastructure investments, and supply chain reshoring [1] - It predicts that the demand for high-end machinery in the U.S. could exceed expectations by 2026, suggesting a strong market outlook [1] - Institutions are optimistic about a leading domestic high-end machinery company replicating the recovery success seen in the U.S. stock market [1]