证券日报网讯1月15日，德赛西威（002920）在互动平台回答投资者提问时表示，公司的在建工程主要 含公司在惠州市惠南工程二期，公司汽车电子中西部基地建设项目等，具体可参考公司定期报告附注内 容。 ...

证券日报网讯 1月15日，经纬恒润在互动平台回答投资者提问时表示，公司主营业务围绕电子系统展 开，在汽车电子及高端装备等领域均获得客户高度认可，长期看好未来商业航天发展前景。近年来，公 司持续服务于商业航天领域，从研发服务及解决方案业务到电子产品业务，已与国内若干头部公司进行 良好合作，并适时突破新客户，积极迎接该领域的机遇与挑战。目前该业务处于成长期，暂不会对公司 经营业绩构成重大影响。敬请投资者注意投资风险，审慎决策。 （文章来源：证券日报） ...

（文章来源：每日经济新闻） 德赛西威（002920.SZ）1月15日在投资者互动平台表示，公司的在建工程主要含公司惠州市惠南工程二 期，公司汽车电子中西部基地建设项目等，具体可参考公司定期报告附注内容。 每经AI快讯，有投资者在投资者互动平台提问：您好，贵司的在建工程款主要用于哪些项目？ ...

惠州市德赛西威汽车电子股份有限公司 股票代码：002920 股票简称：德赛西威 惠州市德赛西威汽车电子股份有限公司 投资者关系活动记录表 编号：2026-002 | | √特定对象调研 □分析师会议 | | --- | --- | | | □媒体采访 □业绩说明会 | | 投资者关系活动 类别 | □新闻发布会 □路演活动 | | | □现场参观 | | | □其他 （请文字说明其他活动内容） | | | 长江养老保险 杨小林 | | | 长江养老保险 邱长伟 | | 活动参与人员 | 长江养老保险 刘杰 | | | 长江养老保险 朱胜勇 | | | 广发证券 吴祖鹏 | | 时间 2026 | 年 1 月 14 日 | | 地点 | 惠州市德赛西威汽车电子股份有限公司 | | 形式 | 线下调研 | | 上市公司接待 | 证券事务部：林洵沛、钱雨纯 | | 人员姓名 | 1、如何保持公司的持续竞争优势？ | | | 身创新和吸引更多拥抱创新的合作伙伴，更快形成首发案例和示范 | | | 答：公司始终坚持"开放、全栈、快速实现"的价值主张，通过自 | | | 效应，积累更多全栈经验，包括产品和技术的全栈能力， ...

2026年是华阳通用开启高质量发展的关键一年。公司将继续秉承"以客户为中心"的核心价值观，坚 持技术创新驱动，持续拓宽产品矩阵——从座舱域、驾驶域延伸至车身域，并发力多域融合技术，致力 于为车企客户打造集成度更高、产品力更强的汽车智能化解决方案，为推动整个汽车产业链转型升级贡 献力量。 1月13日，ADAYO华阳集团旗下全资子公司惠州华阳通用电子有限公司东兴分工厂，在惠州市东 江高新科技产业园正式揭牌启用。这是继重庆、上海子公司成立后，华阳通用响应产能扩张需求、完善 战略布局的又一重要里程碑，将进一步夯实公司智能制造实力与订单交付能力。 华阳通用总经理汤文彬携经营管理团队及相关部门代表出席揭牌仪式，与现场嘉宾共同见证这一重 要时刻。致辞环节中，汤文彬指出，当前智能汽车产业蓬勃发展，汽车产业价值链正经历深度重构，在 此背景下，公司业务规模持续攀升，对产能的敏捷响应能力提出了更高要求。 他强调，东兴工厂的启用并非简单的产能补充，更是公司智能制造能力的战略延伸，将为提升交付 稳定性、构筑产能护城河提供可靠保障。汤文彬进一步透露，随着新工厂各产线在2026年陆续投产，这 里将成为公司核心产能基地之一，为业务规模快速增 ...

| | | | 11 11/1 | | --- | --- | --- | --- | | 序号 | 项目名称 | 项目预计总投资 | 拟投入募集资金 | | 1 | 豪恩汽电深圳产线扩建项目 | 39,288.09 | 30.446.26 | | 2 | 惠州豪恩汽电产线建设项目 | 55,747.03 | 47,187.65 | | ਤੇ | 泰恩汽电研发中心升级建设项目 | 50,180.40 | 26, 960. 00 | | | 合计 | 145,215.52 | 104, 593. 91 . | 本次向特定对象发行股票的发行对象不超过35名(含)，最终发行对象将在本次发行经深交所审核通过并 经中国证监会同意注册后，由公司董事会在股东会授权范围内根据询价结果，与保荐机构(主承销商)协 商确定。 本次向特定对象发行股票采取询价发行方式，定价基准日为发行期首日。发行价格不低于定价基准日前 二十个交易日公司股票交易均价的百分之八十。最终发行价格将在深交所审核通过并报中国证监会同意 注册后，由公司董事会在股东会授权范围内，与保荐机构(主承销商)根据询价情况协商确定。 中国经济网北京1月15日讯豪恩汽电（30 ...

格隆汇1月15日丨经纬恒润(688326.SH)在投资者互动平台表示，公司主营业务围绕电子系统展开，在汽 车电子及高端装备等领域均获得客户高度认可，长期看好未来商业航天发展前景。近年来，公司持续服 务于商业航天领域，从研发服务及解决方案业务到电子产品业务，已与国内若干头部公司进行良好合 作，并适时突破新客户，积极迎接该领域的机遇与挑战。目前该业务处于成长期，暂不会对公司经营业 绩构成重大影响。 ...

值得注意的是，全球头部汽车电子供应商均胜电子（600699）借助全球化优势，有望在海外汽车智能化 升级与智驾渗透提升的趋势下获得增量机会，尤其是L3和L4高阶智驾带来的增长机遇。 近日，全球最大两大汽车市场的美国和中国针对自动驾驶政策陆续破冰，相关产业链价值分配与商业模 式随之重构，将催生满足国际标准、具备全球交付能力的供应链搭建。随着政策、技术与市场的同频共 振形成，具备系统级交付能力的车企及供应商将获益。 此外，均胜电子还前瞻布局了L3及以上运行的智能辅助驾驶数据存储系统（DSSAD），即自动驾驶 的"黑匣子"，可记录L3及以上级别自动驾驶的系统运行和驾驶员操作数据，助力事故溯源与责任判定， 也为自动驾驶技术迭代提供数据支撑。 目前，均胜电子在亚洲、欧洲、北美等核心汽车市场拥有25个研发中心与60余个生产基地，可为中国车 企出海与海外主机厂本地化提供全栈式服务。随着L3试点深化与L4示范加速，均胜电子凭借系统级能 力、落地经验和全球交付能力，有望抢占全球智驾政策风口，持续拓展成长边界提高盈利能力和质量。 产品层面，均胜电子的域控产品矩阵开发走在了世界前列。2023年，均胜电子推出基于高通Snapdrago ...

Group 1 - The core point of the news is that Shenzhen Daotong Technology Co., Ltd. has submitted a listing application to the Hong Kong Stock Exchange, aiming to establish an "A+H" dual capital platform to expand its international financing channels [1] - The company, founded in 2004, specializes in automotive intelligent diagnostics and has maintained a leading global market share in its main business for three consecutive years [1] - Daotong Technology's stock price has seen significant growth, with a maximum increase of 61% in 2025 and a cumulative increase of over 40% by December 31 [1] Group 2 - From 2022 to 2024, the company's revenue grew from 2.266 billion to 3.932 billion RMB, with a compound annual growth rate of 31.7%, while net profit surged from 82 million to 560 million RMB, achieving a compound growth rate of 162.0% [2] - In the first half of 2025, the company reported revenue of 2.345 billion RMB and a profit of 455 million RMB, reflecting year-on-year growth of 27.3% and 26.4% respectively [2] - The company's gross margin showed slight fluctuations, decreasing from 55.8% in 2022 to 52.9% in 2024, and slightly recovering to 53.7% in the first half of 2025 [2] Group 3 - Daotong Technology's core business consists of two main segments: intelligent vehicle diagnostic solutions and smart charging solutions, with the former accounting for 76.4% of revenue and the latter 22.5% in the first half of 2025 [4] - The smart charging business has seen rapid growth, with revenue increasing from 96 million RMB in 2022 to 867 million RMB in 2024, driven by increased sales of energy management products [4] - The gross margin for the intelligent vehicle diagnostic solutions segment decreased by 1.9 percentage points to 58.7% in the first half of 2025, primarily due to rising procurement costs from semiconductor price fluctuations [4] Group 4 - The company's accounts receivable have increased from 691 million RMB at the end of 2022 to 1.053 billion RMB in the first half of 2025, indicating potential cash flow pressures [5] - Daotong Technology maintains a high level of R&D investment, with R&D expenses consistently above 16% of revenue from 2022 to 2024, and over 6 billion RMB in R&D spending in 2024 [5] - The company has established a global presence in approximately 100 countries and regions, with 51.6% of revenue coming from North America and 18.4% from Europe in the first half of 2025 [6] Group 5 - Recent strategic customer orders in the U.S. indicate Daotong Technology's successful expansion in the North American market, enhancing its market share [7] - The company is actively pursuing an "AI embrace" strategy, focusing on integrating AI technology into its core business areas [8] - Daotong Technology has launched new AI-driven products, including a visual analysis system and a new generation of smart charging networks, positioning itself as a leader in the electric vehicle charging market [10] Group 6 - Overall, Daotong Technology is recognized as a rare investment target with both stability and growth potential, benefiting from the global trends of automotive intelligence and electrification [11] - The company is expected to continue solidifying its competitive advantage in the global market, while investors should monitor the evolving trade and policy environment affecting its overseas operations [11]

Group 1: Certification and Standards - The company is among the first globally to obtain the EU NG-eCall certification, which is an upgraded version of the traditional eCall certification, enhancing data transmission capabilities and network compatibility [2] - As of September 30, 2025, the company's vehicle emergency call system became the first globally to pass the national standard AECS testing [3] - The national standard AECS is expected to achieve a 100% penetration rate as the automotive market transitions to comply with this standard [4] Group 2: International Market Expansion - The company is transitioning its strategy from "entering the market with vehicles" to "entering the vehicle market internationally," having obtained the German VDA6.3 certification in 2025, which recognizes its quality management and operational standards [5] - The company has successfully entered major international markets, including Europe and Japan, establishing partnerships with global automotive companies such as Volvo and Mazda [5] Group 3: Digital Energy Management Solutions - The company's digital energy management solution integrates "end and cloud" technology, enabling traceability and optimization of battery lifecycle management [6][7] - This solution supports various scenarios, including battery rental, digital operation of charging and swapping stations, and energy trading, enhancing the company's competitiveness in the energy sector [7] Group 4: Industry Response and Preparedness - Automotive companies are closely monitoring the implementation of the AECS, which mandates that all passenger vehicles sold in China must be equipped with compliant eCall systems by July 1, 2027 [7] - The company has prepared for AECS implementation by ensuring its eCall products are mass-produced and have undergone multiple technical iterations, maintaining stable partnerships with automotive manufacturers [7] - The company has also enhanced its production capacity through flexible production lines and a robust external supplier management system to meet market demands arising from AECS implementation [7]