随着技术迭代、安全法规及碰撞测试要求的提升，行业对主被动安全产品提出更高的标准，例如未来新 车强制安装AEBS等。多家机构表示，AEBS正从对标迈向建标阶段，预计市场空间将达千亿规模，均 胜电子、保隆科技、万安科技等公司已获订单突破，有望从技术大规模强制前装中受益。 智能化拓展汽车安全边界 均胜电子表示，公司已将安全产品与电子技术进行深度融合，推出系列面向未来驾驶的创新安全解决方 案，在主动安全与智能辅助驾驶方面率先突破。公司已经在为整车厂客户提供集成软硬件的智能辅助驾 驶解决方案，主要包括ADAS域控制器、前视一体机、舱驾一体化方案、中央计算单元等。 其中，AEBS是ADAS功能中的一部分，已被列为欧盟E-NCAP等强制认证的主动安全核心系统。其整体 解决方案的组成又包含软硬件，而均胜电子在传感器、域控制器和算法等方面均有建树，已形成软硬一 体化技术优势，其最新的前视一体机能够实现AEB自动紧急制动、自适应巡航和车道保持等功能。 五矿证券表示，前视一体机方案预计成为法规给乘用车AEBS带来的主要增量。从成本看，8MP(8百万 像素单摄像头)前视一体机方案已经能识别车辆、行人、两轮车等标准中的要求，成本目前已 ...

Group 1 - The company received a development notification from a leading domestic brand, confirming its selection as a supplier for a certain model's combined driving assistance solution, utilizing Horizon Journey® 6M chip [2] - This selection signifies the deepening of the partnership and further enhances the company's market competitiveness [2] - As of the end of 2024, the company has completed orders for 32 models in its self-developed autonomous driving product series and has delivered 22 models in mass production [2] Group 2 - In 2024, the company became the first globally to achieve mass production delivery of a BEV model on a relatively low computing power TI TDA4 chip, accelerating the adoption of autonomous driving in the passenger vehicle industry [3] - The company has deployed a fully automated production line for IFC intelligent front-view integration machine and iDC parking integration domain controller, ensuring high-quality and large-scale product delivery while reducing production costs [3] - The company is continuously optimizing its supply chain system to diversify chip suppliers, enhancing its bargaining power and providing industry-leading cost-performance products to customers [3]

Company News - Meituan (03690.HK) reported Q1 2025 revenue of 86.6 billion yuan, up from 73.276 billion yuan in the same period last year, representing a year-on-year growth of 18.1% [1] - Meituan executives stated that the current irrational subsidy competition characterized by low quality and low prices is unsustainable for instant retail in the long run [1] - Xiaomi Group (01810.HK) denied rumors that its Xuanjie O1 chip is customized from Arm, clarifying that no Arm CSS services were used during its development [1] - Three Squirrels has submitted its application materials for overseas listing (H-shares) to the China Securities Regulatory Commission [1] - Pagoda Biopharmaceutical-B (02565.HK) will be listed on the Hong Kong Stock Exchange tomorrow, with its dark market closing down 4.87% today [1] - Jihong Co., Ltd. (2603.HK) will be listed on the Hong Kong Stock Exchange on May 27, with its dark market closing at 9.51 HKD, a 23.83% increase from the IPO price of 7.68 HKD, with a transaction volume of 54.95 million HKD [1] - Country Garden (02007.HK) received approval from the High Court for its extension application on May 26, 2025, with the hearing now postponed to August 11, 2025 [1] Industry News - Zhixing Technology (01274.HK) announced that it has been selected as a supplier for a certain model's combination auxiliary driving solution by a leading independent brand, providing an integrated hardware and software solution based on Horizon Journey® 6M chip [2] - Alibaba (09988.HK) repurchased 662,400 shares at a cost of approximately 9.9878 million USD on May 23 [2] - Tencent Holdings (00700.HK) repurchased 979,000 shares at a cost of 500.4 million HKD on May 26 [2]