让合作伙伴在这片"黑土地"上找到属于自己的生长空间。 当汽车越来越智能，它能否真正让出行全流程变得更轻松？ 今年8月，华为乾崑智驾系统搭载量已突破100万辆，而去年10月，这一数字仅为30万辆。 规模增长的背后，是用户对智能驾驶依赖度的持续提升。根据华为乾崑披露的数据，目前乾崑智驾活跃用 户比例已经达到95.2%。"今年是我们整个智能驾驶大幅增长的一年。"引望智能驾驶产品线总裁李文广在 第一届自动驾驶出行生态论坛上透露。 当越来越多的用户习惯将驾驶任务交给系统，他们对智能汽车的期待也在悄然变化：车辆既然能自己开， 为何不能自主完成停车、充电、养护等一系列衍生需求？ 在论坛上，李文广首次展示了华为乾崑的解决方案——乾崑智驾生态开放平台，他们希望将它打造成未来 自动驾驶出行生态的"操作系统"，让服务像应用一样，在统一的土壤上生长。 这一平台的出现，源于行业演进到新阶段的需求。当单车智能达到一定水平后，如何打通行车、停车、充 电等独立的场景，成为用户体验提升的关键。 随着智能驾驶在不同价位车型中得到应用，构建开放平台的条件逐渐成熟。生态平台的价值在于连接，让 不同领域的服务商能够基于统一标准参与进来，共同解决用户在 ...

Core Viewpoint - The rise of companies like Cambricon reflects the inevitable trend of domestic substitution in the semiconductor industry, focusing on hard technology enterprises that excel in niche markets [1] Group 1: Company Transformation - Weir Shares, now known as OmniVision Group, underwent a significant transformation after acquiring Beijing OmniVision in 2019, which was a pivotal moment for the company's performance [2][3] - The acquisition allowed the company to shift its business structure from relying on consumer electronics to becoming a leader in automotive visual chips, marking a critical turning point in its growth trajectory [3][4] Group 2: Financial Performance - In 2024, the automotive segment's revenue reached 5.905 billion yuan, a year-on-year increase of 29.85%, contributing over 30% to the total revenue of the image sensor solutions segment [3][4] - The company reported a projected revenue growth of 13.49% to 15.97% for the first half of 2025, with net profit expected to increase by 39.43% to 49.67%, indicating strong performance in the automotive sector [6] Group 3: Market Position and Competition - OmniVision Group holds nearly 30% market share in the domestic automotive CIS sector, benefiting from high-resolution sensors and competitive advantages in low-light performance and power consumption [5][6] - The company is positioned as a leader in the automotive CIS market, having surpassed ON Semiconductor in sales for two consecutive years [5] Group 4: Challenges and Risks - The company's high share pledge by its controlling shareholder raises concerns about financial stability and control, which could impact its IPO process in Hong Kong [10][12] - Despite achieving revenue growth, the decline in R&D expenditure and the rising compensation for executives create a paradox that may undermine market confidence in the company's long-term growth potential [12][14]

Core Viewpoint - The article discusses the transformation of Weir Shares into Haowei Group, highlighting its strategic shift from consumer electronics to automotive visual chips, driven by the growth of the intelligent automotive market and the company's successful acquisitions [3][4][6][8]. Company Transformation - Haowei Group, formerly Weir Shares, underwent a significant transformation after acquiring Beijing Haowei, which was a key player in the global CMOS image sensor market, leading to a substantial increase in net profit and a shift in business focus [4][6][12]. - The company has successfully transitioned from being heavily reliant on the consumer electronics sector to becoming a leader in the automotive visual chip market, capitalizing on the growing demand for intelligent driving technologies [6][8][10]. Financial Performance - In 2024, Haowei Group reported automotive market revenue of 5.905 billion yuan, a year-on-year increase of 29.85%, contributing over 30% to the total revenue of its image sensor solutions [8][10]. - The company’s revenue is projected to grow by 13.49% to 15.97% in 2025, with net profit expected to increase by 39.43% to 49.67%, indicating strong growth potential in the automotive sector [10][16]. Market Position and Strategy - Haowei Group holds a market share of nearly 30% in the domestic automotive CIS sector, benefiting from its advanced technology and competitive product offerings [9][10]. - The company has strategically positioned itself to take advantage of the shift towards intelligent vehicles, with major automotive manufacturers increasing their adoption of advanced camera systems [9][10]. Challenges and Risks - Despite its growth, Haowei Group faces challenges such as high share pledges by its controlling shareholder, which may impact its control stability and investor confidence [14][15][16]. - The company’s R&D expenditure has shown volatility, with a declining R&D expense ratio, raising concerns about its ability to maintain competitive advantages in a rapidly evolving market [16][17][18].