L4级别自动驾驶在多个场景中均呈现积极变化。 在上述趋势下，产业链各环节将加快技术研发和产品投放进程，汽车智能化产业链有望受益。 自动驾驶加速场景落地 自动驾驶技术正迎来从验证走向规模化应用的关键拐点。 据媒体报道，自动驾驶技术公司Avride近日表示，正在美国得克萨斯达拉斯扩大其自动驾驶车辆的测试 规模，为通过Uber平台推出无人驾驶出租车服务做准备。Avride于去年10月与Uber达成合作，11月率先 在奥斯汀的Uber Eats平台上线配送机器人服务，随后逐步扩展至达拉斯和泽西城。 在全球范围内，自动驾驶的商业化落地正加速推进。9月4日上午，"一把手发布·京华巡礼"系列主题新 闻发布会经开区专场发布会举行，北京经开区工委副书记、管委会主任王磊介绍，截至目前，高级别自 动驾驶示范区已实现8类应用场景全面示范，近1200台自动驾驶车辆运行里程超过4000万公里。此外， 经开区还将在医疗健康、智能制造等领域打造标杆应用，推动自动驾驶与实体产业深度融合。 从行业动向来看，自动驾驶的商业化正呈现出"场景驱动、多点突破"的鲜明特征。华泰证券近日发布的 研报指出，商用车领域正日益聚焦于L4—L5级"一步到位"式解决 ...

人民财讯8月27日电，豪恩汽电（301488）8月26日在业绩说明会上表示，目前公司在手订单项目充足， 客户涵盖了全球一流车厂，主要产品有视觉感知系统和超声波雷达系统，包括车内监控系统、电子后视 镜系统、行泊一体系统、前视主动安全系统、域控制器系统、智能泊车系统、智能视觉系统、超声波雷 达系统、毫米波雷达系统、视觉传感器系统等产品，合计在手定点金额达200亿元—300亿元。 ...

近日，豪恩汽电在接受机构调研时表示，公司非常重视研发的投入，只有注重研发才有未来，公司必须要做技术和产品的迭代，实现更高价值的产品。在资 金方面，公司长期保持营收的10-12%及以上的研发投入；在人员方面，预计将从400-600人的研发团队增加成长到1000人左右的团队规模，以此满足公司全 球化发展战略，并将在汽车智能驾驶感知以及机器人领域方面，研发出更高技术更有价值的产品。 目前公司在手订单项目充足，客户涵盖了全球一流车厂，主要产品有视觉感知系统和超声波雷达系统，包括车内监控系统、电子后视镜系统、行泊一体系 统、前视主动安全系统、域控制器系统、智能泊车系统、智能视觉系统、超声波雷达系统、毫米波雷达系统、视觉传感器系统等产品，合计在手定点金额达 200亿-300亿元。 豪恩汽电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 ...

Group 1: Financial Performance - In the first half of 2025, the company achieved a revenue of 805 million CNY, representing a year-on-year growth of 35.79% [3] - The net profit attributable to shareholders, after deducting non-recurring items, was 41.29 million CNY, with a year-on-year increase of 13.75% [3] - The gross profit margin for the first half of 2025 was 20.47%, a decrease of 0.84% compared to the same period last year [3] Group 2: Customer and Product Structure - The top five customers accounted for approximately 70% of the revenue in the first half of 2025, with the new energy business contributing around 50% [3] - The main products generating revenue were automotive intelligent driving perception systems, with revenue shares of 65% for onboard camera systems and 35% for ultrasonic radar systems [3] Group 3: Research and Development - The company invested 103 million CNY in R&D in the first half of 2025, which is 12.85% of its revenue, marking a year-on-year increase of 53.25% [3] - The company plans to expand its R&D team from 400-600 to approximately 1,000 personnel to support its global development strategy [6] Group 4: Global Strategy and Market Expansion - In the first half of 2025, overseas revenue accounted for about 40%, with expectations for further increases as the global strategy is implemented [5] - The company has established long-term partnerships with major automotive manufacturers globally, including Volkswagen, Ford, and BYD [5] Group 5: Future Product Development - The company anticipates significant growth in the sales of its intelligent driving products, particularly the AK2 ultrasonic system and APA automatic parking system [4] - The unit price of the perception systems is expected to rise from below 1,000 CNY to between 3,000 and 4,000 CNY per vehicle as the number of sensors increases [8] Group 6: Order Backlog - The company currently has a robust order backlog, with total project amounts ranging from 20 billion to 30 billion CNY, covering various advanced perception systems [7]

Core Insights - The article highlights the efforts of the Xiqing District in Tianjin to foster innovation and develop a leading industrial innovation cluster, focusing on technology breakthroughs and collaboration among local enterprises [1][6]. Group 1: Innovation and Technology Breakthroughs - Xiqing District has 498 innovative small and medium-sized enterprises (SMEs) and 20 national-level "specialized, refined, and innovative" enterprises, which are key drivers of regional industrial innovation [1]. - Zhongke Huiyan (Tianjin) Electronics Co., Ltd. has successfully broken the foreign monopoly in the core algorithms for autonomous driving vision perception and magnetorheological suspension systems, achieving industry-leading performance [3][6]. - Carbon fiber technology by Carbon Technology Group has established 19 industry standards and is widely used in major national projects, significantly impacting the trillion-level infrastructure reinforcement market [6][7]. Group 2: Industry Collaboration and Development - Huasheng (Tianjin) New Energy Technology Co., Ltd. has pioneered the development of water-based zinc-iodine batteries, leading to increased interest and research in this field [7]. - Yike Automation Co., Ltd. has developed key components for industrial automation, breaking the German monopoly on millimeter-level laser ranging products and enhancing China's high-end manufacturing capabilities [9][10]. - The successful collaboration among enterprises in the Tianjin Xiqing Economic and Technological Development Zone has created a complete industrial chain from technology research and development to product manufacturing [3][9]. Group 3: Government Support and Ecosystem - The local government has implemented clear development plans and comprehensive policy support for the intelligent connected vehicle industry, fostering a conducive environment for research and innovation [3][12]. - The success of these "invisible champion" enterprises illustrates the unique innovation ecosystem in Xiqing District, where government support and services enable companies to focus on research and breakthroughs [12].

Core Viewpoint - The company, Haon Automotive Electronics, has received a significant order for its AK2 radar system and other products from a leading electric vehicle brand, projecting a total revenue of approximately 619 million yuan over the project's lifecycle of 3-6 years, with production expected to start in August 2025 [1] Group 1: Financial Performance - In Q1 2025, the company reported total revenue of 387 million yuan, a year-on-year increase of 35.48% [1] - The net profit attributable to shareholders was 18.42 million yuan, up 4.44% year-on-year [1] - The net cash flow from operating activities was 47.44 million yuan, a significant improvement from a negative 93.75 million yuan in the same period last year [1] Group 2: Business Development - The company has doubled its investment in the research and production of the AK2 ultrasonic system due to the growing popularity of intelligent driving [2] - The company has a robust order backlog, serving top global automotive manufacturers with a range of products including visual perception systems and radar systems [2] - The company has begun to expand into the robotics sector, establishing a subsidiary focused on perception technology and engaging in discussions with multiple robotics companies [2]