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【私募调研记录】清水源调研豪恩汽电
Zheng Quan Zhi Xing· 2025-06-25 00:10
根据市场公开信息及6月24日披露的机构调研信息,知名私募清水源近期对1家上市公司进行了调研,相 关名单如下: 1)豪恩汽电 (深圳清水源投资管理有限公司参与公司特定对象调研) 深圳清水源投资管理有限公司成立于2011年10月,是一家专注于证券投资管理的专业机构。公司于2013 年6月获批准成为中国证券投资基金业协会特别会员,并于2014年5月4日正式登记为私募投资基金管理 人。公司产品2012、2013两年累计收益排名在近1000只同类产品中排前十名。公司核心管理层由具有公 募基金管理公司及政府部门背景的人士组成,投研团队成员均来自国内著名的基金管理公司及证券公 司,投资经验及从业经历平均十年以上,具有丰富的市场研究及投资管理经验。 以上内容为证券之星据公开信息整理,由AI算法生成(网信算备310104345710301240019号),不构成投资建议。 调研纪要:豪恩汽电在智能驾驶技术演进方面,分三条线推进:智驾感知系统、域控系统产品、机器人 产品。智驾感知系统预计明年达到L3智驾,域控系统已量产低算力产品并向高算力发展,机器人产品 涵盖多种感知系统。主机厂账期缩短至60天以内,改善公司现金流,加速技术升级 ...
豪恩汽电:预计明年将会推出L3智驾相关的产品
news flash· 2025-06-24 08:19
Core Viewpoint - The company, Haoen Automotive Electronics, plans to launch L3 autonomous driving products next year, moving from its current L2+ capabilities [1] Group 1: Autonomous Driving Technology - The company currently operates at L2+ level in autonomous driving perception systems and expects to reach L3 by next year [1] - Plans include the development of products such as lidar and thermal imaging to meet the safety redundancy requirements for L3 [1] Group 2: Domain Control Systems - The company has already mass-produced low-computing power domain control solutions and is gradually developing high-computing power products [1] Group 3: Robotics Subsidiary - A subsidiary focused on robotics has been established, primarily dealing with perception system products, including ultrasonic modules, RGBD depth cameras, and solid-state lidar [1] - Future expansions will include tactile sensors, electronic skin, and multi-dimensional force sensors [1] - The company is in discussions with multiple robotics firms for technical exchanges and negotiations [1]