Group 1 - The core viewpoint of the article is that Bojun Technology (300926) has secured a project with BAIC for the "Xiangjie" model, which is expected to start production in 2026 [1] - The company received the project designation in 2025, indicating a strategic partnership with BAIC [1] - The project will focus on integrated die-casting components such as the rear floor and shock tower [1]

Core Insights - The company Bojun Technology announced that it has secured a project designation from BAIC for the Xiangjie project, expected to commence production in 2026 [1] Group 1 - The main products to be supplied include integrated die-casting rear floor and shock absorber towers [1] - The related products are anticipated to contribute to the company's revenue in the same year of production [1]

Group 1: Company Overview - Jiangsu Bojun Industrial Technology Co., Ltd. was established in 2011, focusing on the R&D, design, production, and sales of automotive precision components and molds [2][3] - The company offers a one-stop solution for automotive parts, covering various systems such as steering, power, doors, sunroofs, electronics, interiors, and seating [3] - Bojun has established strategic partnerships with renowned manufacturers like Geely, Changan, BYD, and Magna [3] Group 2: Production Facilities - The company has multiple subsidiaries across China, including Chongqing, Chengdu, and Xi'an, with several established between 2017 and 2025 [3][4] - Current construction progress of factories is on schedule, with completed structures in Chongqing and ongoing developments in Kunshan and Jinhua [4] Group 3: Client Relationships and Revenue Projections - The company has secured a project with BAIC, expected to start production in 2026, supplying integrated die-casting products [4] - Major clients contributing to revenue growth in 2026 include Leap Motor, Xpeng, Geely, and Changan [5] - The top five clients are primarily OEMs, with specific details to be announced in future communications [4] Group 4: Product Supply and Innovations - Current production models supplied to Leap Motor include B01, LAFA5, B10, and C11, while Changan models include S7 and SL03 [5] - The company is collaborating with Shanghai Electric on customized robotics technology, aiming for cost savings and potential entry into humanoid robot components [5] - Key clients for integrated die-casting include Ideal Auto, Geely, and BYD [5]