Core Viewpoint - The company, Junsheng Electronics, has achieved significant growth and global presence in the automotive parts industry, with a record order intake and plans for an IPO in Hong Kong to enhance its international capital platform [1][12]. Group 1: Business Performance - In 2024, Junsheng Electronics reported a revenue of 55.86 billion, with new orders reaching 83.9 billion, marking a 13.8% increase from 73.7 billion in 2023 [3]. - The company’s net profit attributable to shareholders increased by 27.7% to 1.28 billion, showcasing a robust performance despite market fluctuations [8]. - The gross profit margin improved by 1.8 percentage points to 16.3%, driven by the automotive safety and electronics segments [8]. Group 2: Strategic Advantages - Junsheng Electronics has a strong order reserve, with over 55% of new orders coming from the new energy sector, providing a solid performance cushion for the next 3-5 years [3]. - The company ranks fourth globally in the intelligent cockpit domain and is the second-largest supplier in automotive safety, benefiting from high technical and compliance barriers [4]. - The company is expanding into the robotics sector, leveraging its automotive technology to create a new growth avenue [5]. Group 3: Globalization and Market Position - In 2024, 76% of the company’s revenue came from overseas markets, supported by a network of 19 R&D centers and over 50 production bases worldwide [6]. - The company’s strategic restructuring in Europe aims to optimize costs and enhance long-term profitability, despite short-term impacts on net profit [9][10]. - Junsheng Electronics is positioned to capitalize on the global shift towards intelligent automotive solutions, enhancing its competitive edge [12]. Group 4: Future Prospects - The upcoming IPO in Hong Kong is expected to provide necessary capital for expanding production bases in Southeast Asia and developing cloud supply chain systems [13]. - The company aims to strengthen its brand influence and international identity through the dual listing strategy, enhancing its market position [13]. - Junsheng Electronics is transitioning from a "market for technology" model to a "technology export" strategy, reflecting the evolution of the Chinese automotive supply chain [12].

点 击 蓝 字 关 注 我 们 本文全文共 4292 字，阅读全文约需 14 分钟 目录 国内新闻 1.中国一汽集团成立新公司 含AI及机器人业务 2.别克逍遥架构新一代智舱首发 3.东风汽车成立新公司 聚焦整合资源做强自主乘用车事业 4.雷克萨斯新能源项目在上海市金山区正式开工 5.理想汽车全国首座穿梭超充旗舰站落地 6.宁德时代计划将换电技术引入欧洲 7.广汽集团泰国电池服务中心开业 加速出海 8.盖瑞特武汉创新中心揭幕 加速零排放布局 1.美国6月新车销量预计将同比增长2.5% 2.日本重申无法接受美国对进口汽车加征25%关税 3.特斯拉推虚拟排队系统 解决超充桩供不应求 4.宝马坚持内燃机研发 同时推进电动化进程 1. 客车高端化再进一步 宇通天域S12西安上市 2. 新央企首款新车 长安凯程V919全球上市 3. 一汽解放晋蒙新能源千辆竞发 4. 三一电动重卡亮相迪拜新能源车展 国内新闻 1 中国一汽集团成立新公司 含AI及机器人业务 时间:2025.6.27 来源:易车原创报道 作者: 文昊YC 近日，据企查查数据显示，一汽旗新动力 (长春) 科技有限公司成立，注册资本5亿元，由中国一汽集团间 接 ...

6月13日，博泰车联网科技（上海）股份有限公司（以下简称"博泰科技"）在中国证监会完成港股上市备案，拟发行不超过1211.42万股境外上市普通股，并 在香港联合交易所主板上市。 据了解，博泰科技成立于2009年，以"软件+硬件+云端"全栈模式切入汽车智能化赛道，是中国较早布局车联网的企业之一，其核心业务聚焦于智能座舱域 控制器、车联网系统及云端服务，覆盖从芯片适配到操作系统开发的全链条技术能力。 截至2024年末，博泰科技累计交付智能座舱产品超440万套，在新能源汽车智能座舱域控制器市场以11.9%的市占率位居本土厂商第二。 从财务表现看，博泰科技近3年营收呈现高速增长态势，2022-2024年分别实现12.18亿元、14.96亿元和25.57亿元，年复合增长率达44.9%。这一增长主要源 于新能源汽车市场的爆发。2024年中国新能源车渗透率突破50%，智能座舱搭载率升至72.6%，推动其域控制器出货量从2022年的52万套增至2024年的91.5 万套，高端产品均价更是从2023年的991元跃升至2141元。 | | | | 截至12月31日止年度 | | | | | --- | --- | --- | - ...

Group 1: Company Strategy and Market Position - The company aims to strengthen customer cooperation and expand high-quality domestic and international customer resources to enhance market share [2][3] - Focus on cost control through a low-cost strategy and improving operational quality across the entire value chain [2][3] - Emphasis on R&D in "lightweight, electrification, intelligence, and connectivity" to accelerate product transformation and upgrade [2][3] Group 2: Financial Performance and Management - In Q1 2025, the company reported a revenue of CNY 3.627 billion, a decrease of 3.64% year-on-year, while net profit increased by 0.26% to CNY 163 million [11] - In 2024, the company achieved a revenue of CNY 16.468 billion, a growth of 3.95%, with net profit rising by 11.93% to CNY 676 million [12][13] - The net cash flow from operating activities increased by 961.69% in 2024, attributed to improved cash management practices [14] Group 3: R&D and Product Development - The company plans to increase R&D investment in 2025, focusing on core technologies such as chassis systems and electric systems [15] - The company has successfully developed electric control shock absorbers, leading to significant revenue growth and market share in this segment [6][9] Group 4: Market Expansion and Order Growth - In 2024, the company secured 307 new orders, with external market orders accounting for 48% of total revenue, and over 80% of new energy orders [8] - The company’s strategy includes differentiated market expansion tactics tailored to various customer groups to achieve significant order growth [8] Group 5: Industry Trends and Challenges - The automotive parts industry is rapidly transforming towards electrification, intelligence, connectivity, and low-carbon solutions, requiring stronger R&D capabilities [9][10] - The company aims to adapt to these changes by enhancing its core competencies and maintaining a flexible operational strategy [10]

Core Viewpoint - In Q1 2025, the company's revenue, net profit attributable to shareholders, and net profit excluding non-recurring items were 188 million yuan, 5 million yuan, and 3 million yuan, respectively, representing year-on-year changes of +11.90%, -33.76%, and -54.01%. The profit decline was mainly due to rising prices of raw materials such as copper. Looking ahead, the commercial generator business is expected to benefit from downstream demand recovery and accelerated expansion in exports and after-sales services. The electronic vacuum pump business is anticipated to achieve steady growth due to the domestic electrification trend and the transformation of major customers towards new energy. Additionally, the commercial energy storage business is set to ramp up with the implementation of key projects like the Dayaya energy storage power station. The company also announced an investment in Jiangxi Xingzhicheng to accelerate its business layout in the automotive electronics sector [1][4][8]. Financial Performance - For the full year of 2024, the company reported revenue of 707 million yuan, a year-on-year increase of 9.09%; net profit attributable to shareholders was 46 million yuan, up 131.13%; net profit excluding non-recurring items was 8 million yuan, down 48.44%. In Q1 2025, the company achieved revenue of 188 million yuan, a year-on-year increase of 11.90%; net profit attributable to shareholders was 5 million yuan, down 33.76%; net profit excluding non-recurring items was 3 million yuan, down 54.01% [2][3]. Business Segments - The company's revenue growth in 2024 was primarily driven by increased sales of commercial vehicle generators and electronic vacuum pumps. The commercial generator business generated 543 million yuan in revenue, up 8.34% year-on-year, supported by project developments with various OEMs and strong growth in the after-sales market, with approximately 200,000 units sold, a year-on-year increase of 44.69%. The electronic vacuum pump business generated 128 million yuan, up 18.74% year-on-year, benefiting from an increase in downstream supporting models and new customers. The energy storage business generated 27 million yuan, down 10% year-on-year [3][4][5]. Profitability Analysis - The company's gross margin and net margin for 2024 were 13.79% and 8.01%, respectively, with year-on-year changes of -2.57 percentage points and +3.67 percentage points. The gross margins for the generator, vacuum pump, and energy storage segments were 9.16%, 34.11%, and -1.44%, respectively, reflecting significant pressure on the generator segment due to rising raw material prices. The company maintained stable expense control, with various expense ratios showing minor fluctuations [5][6]. Strategic Developments - The company is actively expanding into the automotive electronics sector through its investment in Jiangxi Xingzhicheng, which specializes in automotive electronic products. This partnership is expected to enhance the company's capabilities in the automotive electronics field and support its overall transformation and upgrade strategy [7][8].

沪电股份分析师会议 调研日期：2025年05月15日 调研行业：电子元件 参与调研的机构：长江证券股份、上海东方红等 / 机构调研pro小程序 DJvanbao.com 洞见研报 出品 : 机构调研pro小程序致力于为金融证券投资者提供最新最全的调研会议纪要。 来机构调研pro小程序，了解最新的：行业投资风向、热门公司关注、权威机构分析... 权威完善的信息持续更新! 更多精彩的机构调报告请移步机构调研pro小程序~ 一解投资机构行业关注度。 频判市场 01 调研基本情况 02 详细调研机构 | Gallia | | | --- | --- | | 11 2 12 200 2 110 | | | 1:给我们 = 影片面临官 = | | | 阿里巴巴佩尼 | | | 钢铁机之题。 8 | 图纸制图: 23 | | 20GB Millio Aller 19 | | | 海双集团 | | | 1 1 80.0 0 | 总机构建 23 | | LOGA: REGH, KETA: 1986 | | | 小麦具日 | | | 的研究次数:8 | 上机构馆:23 | | 定年代的:用者点击:我要的中:主要原因 | | | ...

【WitsView整理】 5月13日，武汉海微科技股份有限公司（以下简称"海微科技"）与东湖高新区签 约，将在武汉未来科技城建设海微科技总部及研发制造基地项目二期，打造海微科技车载智能座舱 研发生产基地。 #车载显示 #智能座舱 #海微科技 图片来源：中国光谷 据介绍，海微科技成立于2012年，是智能座舱产品研发及制造领域企业，产品涵盖车载显示屏、座 舱域控制器、车联网远程监控终端等，已为蔚来、理想、东风、上汽等14家汽车品牌提供智能座舱 零部件产品，搭载在售车型32款。 海微科技总部及研发制造基地项目涵盖智能制造、研发运营及生活成长三大功能区，分两期建设。 项目一期工程占地50.44亩，建筑面积为7.5万平方米，已于今年1月封顶，预计10月正式投产，每年 汽车电子零部件产能可达420万台（套）。项目二期将建设海微汽车研究院以及高端装备研究院，包 含25条产品线以及总部功能配套。预计2026年12月全面入驻，可容纳2000余名员工。 值得一提的是，2024年12月，海微科技完成IPO辅导备案，正式启动A股上市进程。 目前，海微科技已完成三轮融资，投资方包括蔚来资本、上汽恒旭、广汽资本、湖北长江产业基 金、武汉 ...

证券代码：002983 证券简称：芯瑞达 安徽芯瑞达科技股份有限公司 芯瑞达 2024 年度业绩说明会 投资者活动记录表 编号：2025-004 投资者关系活动类 别 □特定对象调研 □分析师会议 □媒体采访 √业绩说明会 □新闻发布会 □路演活动 □现场参观 □电话会议 □其他： （请文字说明其他活动内容） 参与单位名称 及人员姓名 芯瑞达2024年度业绩说明会采用网络远程方式进行，面向全体投 资者 时间 2025 年 5 月 6 日 15:00-17:00 地点 深圳证券交易所"互动易平台"http://irm.cninfo.com.cn"云访谈" 栏目 公司接待人员 姓名 主持人：芯瑞达 董事长：彭友 董秘, 财务总监：唐先胜 独立董事：吕国强 保荐代表人：彭江应 投资者关系活动 主要内容介绍 1.公司本期盈利水平如何？ 答：感谢您对芯瑞达的关注。 2024 年度，公司综合销售毛利率 20.47%，净利率 10.06%。2 025 年一季度，综合销售毛利率为 25.15%，净利率为 18.07%。今 年一季度盈利水平提升明显。2024 年，公司传统显示终端业务受 海外市场竞争加剧、新产品布局进度慢于预期 ...

供应商进入主展馆，与整车企业一起展示最新汽车技术成果是本届上海车展的一大特点，这些技术也展 示了汽车业的新趋势。作为汽车领域最大的TIER 1（一级供应商），博世在此次上海车展发布多项技 术，展示面向未来汽车架构的软件与技术创新，并公布了一系列新技术的投放时间表。 博世对此次上海车展高度重视，德国博世集团董事会成员、博世智能出行集团主席马库斯·海恩飞至上 海，参加了现场发布会，他表示，在中国，智能辅助驾驶的变革尤为迅速、全球领先。通过与客户和业 务伙伴紧密合作，博世正积极把握这场变革中的业务机遇，致力于通过软件与技术创新，赋能智能出行 的发展变革。 此次车展，博世重点展示了新的辅助驾驶技术方案和AI智能座舱平台。据介绍，在辅助驾驶领域，博 世在持续开发和提升人工智能架构，目标是使城区辅助驾驶、高快路及城市记忆行车辅助驾驶，能够提 供更智能化和用户友好的功能。 上海车展前夕，博世发布了全新辅助驾驶品牌"博世纵横辅助驾驶"，涵盖纵横辅助驾驶基础版、升级版 和至尊版三大产品线，形成完整覆盖SAE（国际汽车工程师协会） L2级的全系辅助驾驶矩阵。 （原标题：博世发布辅助驾驶新方案 新产品矩阵即将投放市场） 本届上海车 ...

以 "车·路·云·能"战略回应行业新需求 本届数字化与绿色发展主题，契合"一带一路"沿线国家的基建需求和全球可持续发展的趋势。面对设备多样 化、数据爆炸式增长及新能源管理挑战，宏英智能的"车·路·云·能"战略提供了全方位的解决方案。 车端： 智能化设备通过实时感知和自主决策，增强作业灵活性，满足复杂场景需求。 路端： 结合V2X及定位技术实现作业场景的智能化感知与动态反馈，减少不确定性，提高作业效率。 随着新能源与数字化浪潮席卷全球，移动机械行业正迈向智能化、电动化新时代。作为全球工程机械风向标， bauma CHINA 2024吸引了"一带一路"沿线及东南亚、中东地区的大批买家，也为中国工程机械企业提供了展 示技术实力、探索全球市场的绝佳平台。宏英智能 携"车·路·云·能"战略 与 eMagic-X智电一体化架构 亮相， 以创新产品与智能方案引领行业未来。 智能配电系统： 优化设备能源效率与环境感知能力，进一步提升整体作业表现。 辅助驾驶系统： 结合多传感器融合定位技术加上强大的感知算法对驾驶行为进行决策，提高驾驶安全性。 通过这些创新产品，宏英智能向全球买家展现了其深厚的技术积累与灵活的定制能力。 云端： ...