Group 1: Product Development and Technology - The company's main products are evolving in line with the smart driving trend, with plans to reach L3 autonomous driving by next year [3] - The company has established a robotics subsidiary focusing on perception system products, including ultrasonic modules and solid-state LiDAR, with future expansions planned [4] Group 2: Financial Impact and Strategy - Recent changes in payment terms from major automakers will reduce the average payment period from over 180 days to under 60 days, significantly improving cash flow [3] - The company aims to maintain a reasonable gross margin of 20%-25% by optimizing its profit structure through a combination of high-margin software and low-margin hardware [4] Group 3: Market Position and Goals - Short-term goal (5 years): Achieve over 30% market share in core products like ultrasonic and millimeter-wave radar, aiming for a business scale approaching 10 billion [4] - Long-term goal (10 years): Strive to be among the top three global players in autonomous driving perception and domain control, competing with international leaders [4] Group 4: Confidence and Future Outlook - The controlling shareholder's recent increase in stake reflects strong confidence in the company's potential for 10-fold revenue and profit growth, with a market value target of 10 billion [4]
豪恩汽电(301488) - 2025年6月20日投资者关系活动记录表