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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
Group 1 - The core viewpoint of the article highlights that the well-known private equity firm, Qingshuiyuan, has conducted research on a listed company, Haon Qidian, focusing on its advancements in intelligent driving technology [1] - Haon Qidian is advancing its intelligent driving technology through three main lines: intelligent perception systems, domain control system products, and robotic products [1] - The company aims to achieve L3 intelligent driving in its perception systems by next year and has already mass-produced low-computing power products in its domain control systems while progressing towards high-computing power development [1] Group 2 - The main shareholder of Haon Qidian expresses confidence in the company, targeting a tenfold increase in revenue and profit [1] - The company plans to maintain a gross profit margin of 20%-25% and optimize its profit structure by focusing on technological differentiation [1] - Haon Qidian's short-term goal is to become a leading enterprise in China, while its long-term goal is to enter the top three globally [1]
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]