（三）铝压铸项目定点：公司全资子公司华汽新能源科技（江苏）有限公司获得3家客户（主要为合资 品牌、国内自主品牌主机厂及新能源电池头部生产企业，限于保密要求，无法披露其名称）的3个项目 定点，涵盖新能源汽车电池托架、支架、减震塔等铝压铸产品的开发、设计与批量生产任务，其中全新 开发客户3家。根据客户规划，上述定点项目预计生命周期为5-8年，生命周期总销售金额预计为人民币 9.8亿元。上述定点项目2026年第二季度开始量产。 公司获得客户项目定点，标志着客户对公司创新能力、研发能力、配套能力及产品质量等方面的认可， 是公司在乘用车市场拓展和深耕新能源汽车市场的具体表现，进一步提升公司在汽车零部件领域的竞争 力及可持续发展能力，巩固公司在汽车零部件领域的地位，对公司稳健持续发展具有重要意义。 格隆汇11月10日丨华达科技(603358.SH)公布，公司大力开拓汽车市场客户资源，不断完善、优化客户 结构与产品结构，近期获得国内汽车制造企业和新能源电池企业（以下统称"客户"）项目定点，为客户 提供各型汽车零部件产品。新增项目定点概况如下： （一）车身零部件项目定点：公司获得国内12家客户（主要为合资品牌和国内自主品牌主 ...

Core Viewpoint - The company is focusing on integrated die-casting as a significant strategic direction, with high market expectations for its performance and profitability in the future [1] Group 1: Integrated Die-Casting Project - The company has purchased multiple sets of die-casting units ranging from 2500T to 9000T, primarily located in its subsidiaries Changzhou Bojun and Chengdu Bojun [1] - The current die-casting equipment deployed includes 5000T and 9000T in Changzhou Bojun, and 2500T, 3500T, and 5000T in Chengdu Bojun [1] - The company has existing orders related to integrated die-casting, including products such as rear floor, shock tower, front-end module, rear side inner panel, and front lower crossbeam assembly [1] Group 2: Production and Development Status - Some projects, including shock towers and rear floors, have already entered mass production, while others like front-end modules and front lower crossbeam assemblies are still in the product development phase [1] - The specific mass production timelines for these projects will depend on customer release schedules [1]

Core Viewpoint - The announcement highlights that Huada Automotive Technology Co., Ltd. has secured project designations from various domestic automotive manufacturers and new energy battery companies, indicating a positive recognition of the company's innovation and product quality in the automotive parts sector [3][6]. Group 1: New Project Designations Overview - From May to July 2025, the company has obtained project designations from seven domestic clients for 16 body parts projects, with a total expected sales amount of RMB 2.6 billion over a lifecycle of 5-8 years, primarily focused on new energy vehicles [4]. - The company's subsidiary, Jiangsu Hengyi Industrial Technology Co., Ltd., has received project designations from three clients for five projects related to battery boxes and other products, with a total expected sales amount of RMB 600 million over a lifecycle of 2-3 years [5]. - The wholly-owned subsidiary, Huachi New Energy Technology (Jiangsu) Co., Ltd., has secured project designations from seven clients for eight aluminum die-casting projects, with a total expected sales amount of RMB 300 million over a lifecycle of 3-6 years [5]. Group 2: Impact on the Company - The project designations signify the clients' recognition of the company's capabilities in innovation, research and development, and product quality, enhancing the company's competitiveness and sustainable development in the automotive parts sector [6]. - The designated projects are expected to have a positive impact on the company's future revenue and operational efficiency, although the specific financial impact will depend on the actual orders and market conditions [6].

Group 1 - The company is actively expanding its customer base in the automotive market and optimizing its customer and product structure, recently securing project designations from domestic automotive manufacturers and new energy battery companies [1][2] - In the body parts project designation, the company has received 16 project designations from 7 domestic clients, with a total expected sales amount of RMB 2.6 billion over a lifecycle of 5-8 years, primarily involving 15 projects related to new energy vehicles, set to start mass production in Q4 2025 [1] - In the battery box pallet and related projects, the company's subsidiary has secured 5 project designations from 3 clients, with a total expected sales amount of RMB 600 million over a lifecycle of 2-3 years, with mass production scheduled to begin in Q3 2025 [2] Group 2 - The aluminum die-casting project designations involve 8 projects from 7 clients, with a total expected sales amount of RMB 300 million over a lifecycle of 3-6 years, and mass production is also set to start in Q3 2025 [2]

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] - The company offers a comprehensive range of products, including body modules, dashboard assemblies, and various automotive systems such as steering, power, door, sunroof, electronic, interior, and seating systems [2][3] - Bojun has established strategic partnerships with renowned automotive manufacturers, including Geely, Changan, BYD, and Magna [3] Group 2: Financial Performance and Projections - The company has consistently outperformed its annual financial budget reports in previous years, with expectations for continued strong performance in 2025 [4] - A new factory in Jinhua is set to be built with a total investment of 1 billion CNY, covering approximately 165 acres, primarily serving clients like Leap Motor and Geely [4] Group 3: Product Development and Client Engagement - Bojun has secured project allocations for three platforms (A, B, C) from Leap Motor, with expectations for rapid revenue growth in the coming two years [4] - The company is actively involved in the production of integrated die-casting and high-pressure aluminum components, with some projects already in mass production [4][5] Group 4: Future Growth and Investments - New investments in factories and production lines are aligned with actual customer demand, contributing to future growth [5] - The company is exploring opportunities in the robotics sector, maintaining a focus on potential collaborations with clients in this field [5]