Core Viewpoint - The company, Haoen Automotive Electronics, plans to launch L3 autonomous driving products next year, moving from its current L2+ capabilities [1] Group 1: Autonomous Driving Technology - The company currently operates at L2+ level in autonomous driving perception systems and expects to reach L3 by next year [1] - Plans include the development of products such as lidar and thermal imaging to meet the safety redundancy requirements for L3 [1] Group 2: Domain Control Systems - The company has already mass-produced low-computing power domain control solutions and is gradually developing high-computing power products [1] Group 3: Robotics Subsidiary - A subsidiary focused on robotics has been established, primarily dealing with perception system products, including ultrasonic modules, RGBD depth cameras, and solid-state lidar [1] - Future expansions will include tactile sensors, electronic skin, and multi-dimensional force sensors [1] - The company is in discussions with multiple robotics firms for technical exchanges and negotiations [1]

金十数据整理：每日投行/机构观点梳理（2025-06-19） 国外 国内 2. 惠誉：美国的财政前景仍然充满挑战。 3. 三菱日联：若美国宣布介入伊以冲突，美元可能下跌。 1. 高盛：地缘风险将推升油价，布油或面临10美元/桶风险溢价。 1. 中金：美联储不会在通胀面前轻举妄动。 2. 中信证券：预计美联储年内降息次数小于或等于2次。 3. 中信证券：预计L3将成为2025年四季度到2026年智驾主要升级方向。 4. 招商宏观：美联储对滞胀风险的前瞻判断是迟迟不肯降息的原因。 5. 华西证券：市场再度回归震荡格局，向上有一定兑现压力。 6. 民生宏观：预计下半年美国硬数据补跌，"滞"将成为美联储变盘导火索。 布伦特原油 ...