Group 1 - The stock price of Zhixing Technology (01274.HK) surged by 23.31% on July 10, reaching a market capitalization of HKD 4.22 billion after two months of consolidation, driven by multiple positive factors [1] - Zhixing Technology announced on July 10 that it received a designated development notice from a leading domestic brand for five models, including mainstream passenger and commercial vehicles, to provide iDC assisted driving domain controllers and iFC front-view integrated machines [1] - Within 30 days, Zhixing Technology secured a total of 14 model designations, building on the nine commercial vehicle platform designations from early June, showcasing its technical strength and mass production capabilities [1] Group 2 - The new designated projects include ADAS solutions based on the Horizon J6M chip, which will enable advanced driving and parking capabilities, including urban lightweight functions [2] - Zhixing Technology has established a comprehensive service system that supports low, medium, and high-level driving and parking functions, facilitating flexible and cost-effective assisted driving solutions for automakers [1][2] - The company is also focusing on the development of its robotics business, with its subsidiary Aimosing Robotics acquiring a majority stake in Suzhou Xiaogongjian Robotics, enhancing its technological accumulation in key robotic components [2] Group 3 - Aimosing Robotics has completed the full-chain functional verification of its first embodied intelligent product, the "charging robot," which automates the entire charging process [3] - The company is accelerating the development of other core components for the charging robot, aiming to create a highly intelligent and cost-effective product that integrates deeply with Zhixing Technology's high-performance assisted driving product system [3] - Zhixing Technology plans to collaborate with Aimosing in areas such as investment, software and hardware design, supply chain, and manufacturing to expedite the industrialization of Xiaogongjian Robotics [3]

Meeting Information - The company will hold its first extraordinary general meeting of shareholders in 2025 on July 29, 2025, at 15:00 in Foshan, Guangdong Province [1] - The meeting was approved by the company's board of directors during the 12th meeting of the third board session held on July 7, 2025 [1] Voting Procedures - Shareholders can participate in the meeting either in person or through online voting via the Shenzhen Stock Exchange system on July 29, 2025, during specified time slots [2] - Only one voting method can be chosen by shareholders, and in case of duplicate votes, the first valid vote will be counted [2] Attendance Requirements - Shareholders must register to attend the meeting, providing necessary identification and proof of shareholding [4][5] - Proxy representatives can attend on behalf of shareholders, but they must present proper authorization documents [5] Meeting Agenda - The meeting will discuss several proposals, with the first proposal requiring a two-thirds majority for approval, while other proposals will need a simple majority [4] - The first proposal's approval is a prerequisite for the subsequent proposals [4] Additional Information - The meeting is expected to last half a day, and attendees will bear their own travel and accommodation expenses [6] - The company has provided detailed instructions for online voting and registration processes [6][7]

Company Overview - Guangdong Dongjian Automotive Technology Co., Ltd. held its 12th meeting of the 3rd Board of Directors on July 7, 2025, to review the proposal for amending the company's articles of association [1][2]. Amendments to Articles of Association - The amendments include changes to the company's registered capital provisions, allowing for adjustments based on shareholder resolutions [1][2]. - The legal representative of the company will now be the director executing company affairs, with a requirement to appoint a new representative within 30 days if the current one resigns [2][3]. - The company will bear civil liability for actions taken by the legal representative in the course of their duties, with the right to seek recourse from the representative if negligence is proven [3]. Shareholder Rights and Responsibilities - Shareholders are limited to liability based on their shareholdings, and the company is responsible for its debts with its total assets [4][5]. - The articles of association will serve as a binding document for the rights and obligations between the company, shareholders, directors, and senior management [4][5]. - Shareholders have the right to sue other shareholders, directors, and the company itself under the provisions of the articles [4][5]. Capital Management - The issuance of shares will adhere to principles of fairness and equality, ensuring that all shares of the same class have equal rights [5][6]. - The company can increase its capital through various methods, including public offerings and private placements, subject to shareholder approval [6][7]. Share Repurchase Regulations - The company is generally prohibited from repurchasing its shares, with specific exceptions outlined, such as capital reduction and employee stock plans [6][7]. - Any share repurchase must be conducted through public trading methods and requires board and shareholder approval under certain conditions [7][8]. Governance and Decision-Making - The articles stipulate that decisions made by the board or shareholders must comply with legal and regulatory requirements, with provisions for challenging invalid decisions [12][13]. - The company must disclose information regarding any legal judgments or regulatory actions affecting its operations [13]. Shareholder Meetings - The company is required to hold annual shareholder meetings and can convene extraordinary meetings under specific circumstances [19][20]. - Shareholder meetings will be conducted in person or via electronic means to facilitate participation [20].

Core Viewpoint - The internal audit system of Guangdong Dongjian Automotive Technology Co., Ltd. aims to standardize internal audit work, enhance audit quality, and protect investors' rights, in compliance with relevant laws and regulations [1][2]. Group 1: General Principles - The internal audit work involves supervision, evaluation, and recommendations regarding the effectiveness of internal controls, risk management, and the authenticity and completeness of financial information [1]. - The internal control system is designed to ensure compliance with laws, improve operational efficiency, safeguard assets, and ensure accurate and fair information disclosure [1][2]. Group 2: Responsibilities and Structure - The Board of Directors is responsible for establishing and implementing the internal control system, ensuring the accuracy and completeness of related disclosures [2]. - An Audit Committee is established under the Board, consisting of directors, with a majority being independent directors, including at least one accounting professional [2][3]. - The Audit Department, as the internal audit body, operates independently under the guidance of the Audit Committee and is responsible for auditing business activities, risk management, and financial information [3][4]. Group 3: Audit Procedures and Reporting - The Audit Department must maintain independence and is not to be under the financial department's leadership [3]. - The Audit Committee oversees the Audit Department's work, reviews annual audit plans, and reports on audit progress and significant issues to the Board [4][7]. - Internal audits cover all business activities related to financial reporting and information disclosure, including sales, procurement, inventory management, and more [5]. Group 4: Documentation and Evidence - The Audit Department is required to establish a working paper system and maintain audit documentation for at least 10 years [10]. - Audit evidence must be sufficient, relevant, and reliable, with clear records of the evidence obtained [5][10]. Group 5: Disclosure and Compliance - The Board must review the internal control evaluation report alongside the annual report, and any significant deficiencies or risks must be reported to the stock exchange [12][13]. - The Audit Committee is responsible for ensuring that corrective measures are taken for any identified deficiencies and for monitoring the implementation of these measures [13].

Group 1 - The board of directors of Guangdong Dongjian Automotive Technology Co., Ltd. held its 12th meeting of the third session on July 7, 2025, with all 7 directors present [1] - The meeting was conducted in accordance with relevant laws, regulations, and the company's articles of association [1] - All resolutions passed during the meeting received unanimous approval with 7 votes in favor, 0 against, and 0 abstentions [2][3][4] Group 2 - The board agreed to amend the company's articles of association, transferring certain powers from the supervisory board to the audit committee of the board [2] - The proposed amendments will be submitted for approval at the company's first extraordinary general meeting of shareholders in 2025, requiring a two-thirds majority of the voting rights held by attending shareholders [2][5] - The company plans to hold the extraordinary general meeting on July 29, 2025, at 15:00 in Foshan, Guangdong Province [5]

金十数据7月8日讯，天眼查App显示，7月8日，华为技术有限公司申请的"辅助驾驶方法和装置"专利公 布。摘要显示，本申请辅助驾驶方法，包括：获取多模态感知信息，所述多模态感知信息由设置于车辆 上的多种传感器采集得到；获取多组显示信息，所述显示信息包括待显示的目标区域和栅格粒度等内 容。本申请既可以提升驾驶员对大范围内的障碍物的全景感知能力，又可以提升驾驶员对近距离范围内 的障碍物的精细化感知能力。 订阅新能源汽车动态 +订阅 华为公布辅助驾驶专利 可提升驾驶员对环境的感知能力 ...

Overview - The company has decided to terminate the establishment of a branch in Shanghai and instead invest in setting up a subsidiary named "Huitong Tianxia Automotive Technology (Shanghai) Co., Ltd." with a registered capital of 1 million RMB [1][2]. New Subsidiary Details - The new subsidiary will be located at 1136 Shenbin South Road, Room 605-A, Minhang District, Shanghai [1]. - The legal representative of the new subsidiary will be Wu Zhaojuan [1]. - The business scope includes technology services, development, consulting, automotive parts R&D, management consulting, information technology consulting, and new materials technology development [1][2]. Impact on the Company - Establishing the subsidiary in Shanghai is expected to enhance the company's business layout in the region, leveraging Shanghai's geographical and talent advantages [2]. - This move is anticipated to attract high-end talent, improve the company's independent innovation capabilities, and strengthen its overall competitiveness [2].

Financing Overview - A total of 12 financing events occurred in the technology sector from June 28 to July 4, 2025, with 9 in the domestic market and 3 internationally[9] - The leading sectors for domestic financing were advanced manufacturing (6 events), artificial intelligence (2 events), and enterprise services (1 event)[9] IPO Submissions - Several companies submitted IPO applications on the Hong Kong Stock Exchange, including: - EVE Energy, aiming for a listing on the main board[17] - MagiTech, also targeting the main board[19] - ChipMinds Semiconductor, with plans for the main board[22] - Wingfei Intelligent, seeking a main board listing[26] - Ruiwei Technology, applying for the main board[29] Market Performance - Major indices showed positive performance: - Shanghai Composite Index rose by 1.40% to 3472 points - Shenzhen Component Index increased by 1.25% to 10509 points - ChiNext Index gained 1.50% to 2156 points[33] - The semiconductor index and artificial intelligence index experienced declines of 0.89% and 1.68%, respectively[33] Trading Metrics - High turnover rates were noted in the semiconductor (13.0%) and automotive electronics (9.6%) indices, outperforming the Wind All A Index by 4.9% and 1.5% respectively[34] - Price-to-earnings (PE) ratios for the semiconductor index were 112.2, while automotive electronics and AI indices were 35.3 and 61.2, respectively[38] Financial Highlights of Listed Companies - Xintong Electronics reported revenues of 782 million, 931 million, and 1.005 billion CNY for 2022, 2023, and 2024, respectively, with net profits of 117 million, 124 million, and 143 million CNY[13] - EVE Energy's projected revenues for 2022, 2023, and 2024 are 36.304 billion, 48.784 billion, and 48.615 billion CNY, with net profits of 3.672 billion, 4.520 billion, and 4.221 billion CNY[18] - MagiTech expects revenues of 388 million, 1.513 billion, and 1.420 billion CNY for the same period, with net losses decreasing from 423 million to 291 million CNY[21] Risk Factors - Market competition risk exists due to rapid growth in key sectors like semiconductors and AI, potentially intensifying competition[42] - Risks related to technological advancements not meeting expectations could hinder sector growth[42] - Market demand growth may fall short of expectations, impacting overall sector development[46]

7月7日晚间，四维图新（002405）发布公告，公司近日与北京新能源汽车股份有限公司（以下简称"北 汽新能源"）签署《零部件开发合同》，将为后者两车型开发泊车软件产品。 2024年，四维图新实现营收35.18亿元，同比增长12.68%。其中智云业务录得营收22.54亿元，同比增长 28.96%；智芯业务营收5.66亿元，同比增长10.92%；智舱业务板块收入为4.03亿元，同比下降12.87%； 受产品结构调整及交付周期的影响，智驾业务营收为2.71亿元，同比下滑28.08%。 定点方面，2024年初至2025年一季度，四维图新获得基础行车产品300万套及舱泊产品60万套的新增定 点。 目前，四维图新正处于转型投入期，净利润处于阶段性亏损状态，不过亏损幅度正在收窄。2024年，公 司净利润为-10.95亿元，同比减亏超3亿元。公司预计，伴随着市场份额的增加，2025年将实现大幅减 亏。 不过，技术开发项目经历一定的研发周期，且存在研发活动固有的风险，四维图新提示投资者注意投资 风险。 就智驾业务而言，其盈利水平取决于订单的构成，如开发成本、软硬件占比、采购成本、出货量等，其 中出货量是重要影响因素。目前，四维 ...

Financing Overview - A total of 12 financing events occurred in the technology sector from June 28 to July 4, 2025, with 9 in the domestic market and 3 internationally[8] - The leading sectors for domestic financing were advanced manufacturing (6 events), artificial intelligence (2 events), and enterprise services (1 event)[8] IPO and Prospectus Submissions - Xintong Electronics was listed on the Shenzhen Stock Exchange on July 1, 2025, with an initial offering price of CNY 16.42 per share[11] - Several companies submitted prospectuses for listing on the Hong Kong Stock Exchange, including EVE Energy, Magnesium Technology, ChipMinds Semiconductor, Yifei Intelligent, and Ruiwei Technology[6][13][15][21][24] Market Performance - The Shanghai Composite Index rose by 1.40% to 3472 points, while the Shenzhen Component Index increased by 1.25% to 10509 points during the same period[27] - The semiconductor index and artificial intelligence index saw declines of 0.89% and 1.68%, respectively, compared to the broader market performance[27] Valuation Metrics - As of July 4, 2025, the PE ratios for the semiconductor, automotive electronics, artificial intelligence, and metaverse indices were 112.2, 35.3, 61.2, and 42.1, respectively[32] - The PB ratios for the same indices were 4.7, 3.2, 5.4, and 3.8, indicating fluctuations in valuation compared to the previous week[34] Risk Factors - Market competition risk exists due to the rapid growth of participants and capital investment in semiconductor, automotive electronics, AI, and metaverse sectors[36] - There is a risk of technological advancements not meeting expectations, which could hinder overall sector growth[37] - Market demand growth may also fall short of expectations, impacting the development of emerging sectors[38]