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]
豪恩汽电(301488) - 301488豪恩汽电投资者关系管理信息20250430