Core Viewpoint - Haosen Intelligent is focusing on expanding its overseas orders, particularly in Europe, where it sees significant growth opportunities in the electric vehicle sector [2][3] Group 1: Company Overview - Haosen Intelligent Manufacturing Co., Ltd. specializes in integrated supply of smart production lines and equipment, primarily serving the automotive industry, including both new energy and traditional fuel vehicles [2] - The company has established subsidiaries in various locations, including China, India, the USA, Germany, and Hungary, with a strong customer base consisting of vehicle manufacturers and parts suppliers [2] Group 2: Market Expansion - Since 2023, Haosen Intelligent has experienced rapid growth in overseas orders, with over 50% of new orders in both 2023 and 2024 coming from international markets, particularly Europe [2] - The company is capitalizing on the transition to new energy vehicles in Europe, which has strict environmental regulations and a high penetration rate of new energy vehicles [2] Group 3: European Operations - The Hungarian subsidiary has been established as a key part of the company's European strategy, successfully building a local team and providing support for customer technical exchanges and delivery responses [3] - The operational progress of the Hungarian subsidiary is meeting expectations, and its collaborative value is expected to increase as the company expands its European business [3] Group 4: Product Development - In 2024, Haosen Intelligent plans to introduce new products, including humanoid robots and autonomous mobile robots, as well as expand the application of existing automotive core component technologies into new areas [3][4] - The company has set up a humanoid robot innovation center and is collaborating with leading domestic robot companies to develop specialized humanoid robots for various industrial processes [4]

豪森智能表示，公司2024年业绩下滑主要是受海外项目国际运输物流时间长、跨国现场实施交付周期 长，国内下游车厂及零部件供应商产能利用率普遍较低等因素综合影响，公司部分项目验收周期延长， 2024年度营业收入规模略有下滑。受汽车市场竞争加剧、项目验收周期延长等因素综合影响，项目实施 成本增加，销售毛利率下滑。为适用海内外订单的结构性变化和实施成本优化措施，公司本年度持续优 化人员结构配置、调整组织架构，导致管理费用较上年同期有所增加。 豪森智能(688529)近日举行2024年业绩说明会，公司董事长、总经理董德熙；董事、副总经理、财务负 责人赵方灏；董事会秘书许洋等与投资者进行互动交流。 豪森智能是一家智能生产线和智能设备集成供应商，主要从事智能生产线的规划、研发、设计、装配、 调试集成、销售、服务一体的交钥匙工程。目前公司主营业务聚焦于汽车行业，覆盖新能源汽车和传统 燃油车，下游客户主要为整车厂、零部件厂等。豪森智能2024年实现营业收入18.09亿元，净利 润-8791.98万元，基本每股收益-0.53元。 2024年，豪森智能新产品包括人形机器人、自主移动机器人等具身智能设备、电控智能装配线、电池测 试设 ...

Group 1 - The company reported a revenue of 1.809 billion yuan and a net loss of 87.92 million yuan for the fiscal year 2024, with a basic earnings per share of -0.53 yuan [1] - The company focuses on smart production lines and equipment integration, primarily serving the automotive industry, including both new energy vehicles and traditional fuel vehicles [1] - The company experienced a significant decline in new orders both domestically and internationally, attributed to reduced subsidies for new energy vehicles in Europe, increased uncertainty in U.S. policies, and intensified competition in the domestic new energy sector [1] Group 2 - In response to the industry downturn, the company implemented several strategies, including enhancing operational efficiency and expanding its overseas market presence [2] - The company established a subsidiary in Hungary to improve delivery capabilities in Europe, leveraging local expertise to enhance design, production, and debugging services [2] - The company is focusing on cost optimization measures and restructuring to adapt to the current order situation, including reducing costs for raw materials and components [2] Group 3 - The company launched a new business in embodied intelligence, collaborating with leading robotics firms to develop specialized humanoid robots for various industrial applications [3] - The company aims to transform industrial manufacturing by integrating embodied intelligent devices, potentially replacing traditional assembly line operations [3] - The company is collecting and processing industrial big data to build specialized models that enhance automation and intelligence in production [3] Group 4 - The company is responding to the trend of "software-defined vehicles" by developing intelligent production lines for electronic control systems, which are increasingly being built in-house by automakers [4] - The company is leveraging its existing customer resources and technological advantages in the new energy sector to gain a first-mover advantage in related markets [4] - The company is exploring new opportunities in various industries, including electric motors and low-altitude economy, based on its technological expertise and customer relationships in the automotive sector [4]