近日，惠州市华阳集团股份有限公司（下称"华阳集团"）迎来机构密集调研。公司于2026年1月22日至 23日以电话会议结合现场调研形式，接待了彬元资本、华西证券、国海证券、交银施罗德、民森投资等 5家机构的调研。公司证券事务代表陈静霞、证券事务专员邱晓彤参与接待，就公司HUD产品进展、AI Box创新应用、两轮车市场拓展及精密压铸业务发展等核心议题与机构进行深入交流。 投资者活动基本信息 据披露，本次投资者关系活动类别为"特定对象调研"，活动地点位于广东省惠州市东江高新科技产业园 上霞北路1号华阳工业园A区集团办公大楼。参与调研的机构及人员包括：彬元资本罗凯、华西证券白 宇、国海证券陈飞宇、交银施罗德芮晨、民森投资谭斌。 核心业务进展：多产品线获突破，技术优势巩固行业地位 在调研中，华阳集团重点介绍了旗下汽车电子及精密制造业务的最新动态，多项产品在市场拓展和技术 应用上取得显著进展。HUD产品：全球累计出货超400万台，AR-HUD、VPD再获新定点 针对HUD（抬头显示）产品的市场进展，公司表示，目前客户已覆盖吉利、小鹏、长城、奇瑞、一 汽、长安、比亚迪、大众、STELLANTIS、现代、赛力斯等众多国内外主 ...

Financial Performance - In the first three quarters of 2025, the company achieved a revenue of 8.791 billion yuan, representing a year-on-year growth of 28.50% [6] - The net profit attributable to shareholders for the same period was 561 million yuan, an increase of 20.80% compared to the previous year [6] - In Q3 2025, revenue reached 3.480 billion yuan, marking a year-on-year increase of 31.43% and a quarter-on-quarter growth of 23.34% [6] - The net profit for Q3 2025 was 220 million yuan, showing a year-on-year growth of 23.74% and a quarter-on-quarter increase of 18.32% [6] Business Growth and Product Development - The automotive electronics segment, including HUD, wireless charging, and cockpit domain control, saw significant growth [6] - The company is expanding its production capacity to meet increasing customer demand due to a notable rise in orders [6] - The company has successfully developed a diverse range of intelligent cockpit and advanced driver-assistance products, enhancing its market competitiveness [7] International Market Expansion - The company has made substantial progress in acquiring international clients, including Stellantis, Ford, and several major automotive brands [7] - Multiple automotive electronic products have been designated for projects with international clients, indicating a strong market presence [7] Product Innovation and Market Trends - The HUD product's market penetration is expected to increase as it becomes more recognized for its display capabilities and user interaction [7] - The VPD product, which integrates advanced display technology, has been adopted by Xiaomi for mass production, showcasing the company's innovation [7] - The zinc alloy precision die-casting business has experienced over 80% growth year-on-year in the first three quarters of 2025, driven by demand in telecommunications and automotive sectors [8] Strategic Initiatives - The company is focusing on enhancing its cost control capabilities while expanding its product lines to address industry competition [6] - There is an ongoing effort to integrate robotics technology into the automotive parts sector, leveraging the company's extensive technical expertise [8]