Workflow
汽车智能驾驶感知系统
icon
Search documents
豪恩汽电(301488) - 2025年8月26日投资者关系活动记录表
2025-08-27 02:58
证券代码:301488 证券简称:豪恩汽电 5、未来 2-3 年公司的客户结构会有大的变化吗,海外占比是否会提升? 答:公司坚持实行"全球化"客户战略,目前已与并与德国大众,上汽大众、 一汽大众、大众安徽、奥迪汽车、Stellantis、雷诺全球、福特全球、比亚 迪、小鹏汽车、理想汽车、上汽通用五菱、东风日产、广汽丰田、北京现代、 吉利汽车、长城汽车、江淮汽车、赛力斯、上汽乘用车、奇瑞等国内外汽车 整车制造商建立了长期、稳定的合作关系。 2025 年上半年海外收入占比 40%左右,随着全球化战略的不断实施,海外客 户占比也将会进一步提升。 深圳市豪恩汽车电子装备股份有限公司 投资者关系活动记录表 编号:2025-004 | 投 资 者 关 | 系 活 | □特定对象调研 | □分析师会议 | | --- | --- | --- | --- | | 动类别 | | □媒体采访 | 业绩说明会 | | | | □新闻发布会 | □路演活动 | | | | □现场参观 | | | | | □其他 (请文字说明其他活动内容) | | | | | 北京泾谷私募基金管理有限公司 | | | 参 与 单 位 | 名 称 ...
豪恩汽电: 深圳市豪恩汽车电子装备股份有限公司2025年度向特定对象发行A股股票募集资金使用可行性分析报告
Zheng Quan Zhi Xing· 2025-08-05 16:21
Fundraising Plan Overview - The company plans to raise a total of no more than 1,104.94 million yuan through a specific issuance of A-shares, with the net proceeds allocated to various projects totaling 1,452.16 million yuan [1][10] Project Investment Details - The Shenzhen production line expansion project will utilize 304.46 million yuan to enhance production capacity for automotive electronic products, particularly focusing on radar and camera systems [2][4] - The Huizhou production line project will allocate 471.88 million yuan to expand production capacity for intelligent automotive electronic systems and components [12][20] - The R&D center upgrade project will use 328.60 million yuan to enhance research capabilities in intelligent driving and perception systems [21][28] Industry Context and Policy Support - The project aligns with national policies promoting the development of the intelligent automotive industry, with significant government support for autonomous driving and smart vehicle technologies [3][26] - The automotive industry in China is transitioning towards higher levels of automation and intelligence, increasing demand for advanced perception systems [4][25] Market Demand and Growth Potential - The market for automotive cameras is projected to grow at a compound annual growth rate of 21.31%, indicating strong demand for intelligent driving solutions [8][18] - The penetration rates for advanced driver-assistance systems (ADAS) are expected to rise significantly, with L2 and above systems projected to reach 1,098.2 million units in 2024 [21][27] Competitive Advantages - The company has established a robust quality control system and has received multiple certifications, ensuring high standards in production and product reliability [8][16] - The company has built strong relationships with major automotive manufacturers, providing a solid customer base and enhancing its market position [9][10] Financial Impact - The fundraising will improve the company's asset structure and financial stability, enhancing its ability to navigate industry cycles and support sustainable growth [29][31]
豪恩汽电(301488) - 301488豪恩汽电投资者关系管理信息20250430
2025-04-30 03:54
Group 1: Financial Performance - In Q1 2025, the company achieved a revenue of 387 million CNY, representing a year-on-year growth of 35.48% [3] - The net profit attributable to shareholders was 18.418 million CNY [3] Group 2: Product Structure - The main revenue-generating products in Q1 2025 were automotive intelligent driving perception systems, with revenue contributions of 65% from onboard camera systems, 25% from ultrasonic radar systems, and 8% from driving recorder systems [3] - The product structure remained consistent with 2024 [3] Group 3: Customer Structure - The top five customers accounted for approximately 70% of the revenue, with the new energy business contributing around 50% [3] Group 4: R&D Investment - The company plans to maintain R&D investment at 10-12% of revenue and aims to expand its R&D team from 400-600 to about 1,000 personnel [3] - This expansion is intended to support the company's global development strategy and enhance product value in automotive intelligent driving perception [3] Group 5: Business Growth Areas - The fastest-growing business area is the development and production of intelligent driving ultrasonic AK2, with investment and manufacturing increasing significantly [4] - The configuration of visual perception systems and millimeter-wave radar systems is expected to rise as the company transitions from L2 to L3 automation [4] Group 6: Order Status - The company currently has a robust order backlog, serving top global automotive manufacturers with products including visual perception systems and ultrasonic radar systems [4] Group 7: Robotics Sector - The company has initiated its foray into the robotics sector, focusing on perception systems such as ultrasonic, millimeter-wave, and laser radar technologies [4] - A new subsidiary, Shenzhen Haon Robotics Perception Technology Co., Ltd., has been established to facilitate this expansion [4]