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|Tier 1 ICT 30 iDVP MDC HarmonyOS iDVP MDC HarmonyOS 300 OS AR-HUD HUAWEI SOUND AI+4.0 ADS ADS2.0 MDC L2-L5 ADS2.0 HI M7 Mate60 M9 2021 2023 8 2024 25 30/2023 10 15 S0860512060001 S0860523070005 M7 0925-1007 2023-10-08 G9 0918-0924 2023-09-24 M7 0911-0917 2023-09-17 2 1 Tier 1.4 2.5 2.1.5 2.2 ADS2.0.8 3.13 4.16 4.1.16 4.2.20 5.22 6.24 7.25 ZXFUzQnQnOrQtNoNsPtMrQ7NcM8OmOoOoMtQjMnMpPlOoPpR7NoPqMwMtQqPwMrMoN 3 1.5 2.5 3 4.0.6 4“”.7 5 ADS 2.0.9 6 MDC L2-L5.10 7 2023 NOA.11 8 ADS2.0.13 9 2023.14 10 M5/M7.18 11 M7.18 12 M7 Mate60 19 13 AITO.20 14.20 15.21 16 2023.9.30.21 1.4 2.7 3 ADS 2.0.8 4 NOA.9 5 ADS 2.0/1.0.10 6.12 7.13 8 HI.14 9.15 10 M7.16 11 M7.17 12.19 13.21 14.22 15.23 16.24 4 1 Tier 1 Tier 1 2013 2019 BU 2020 10 HI 1 5 3 2021 Huawei Inside SF5 2022 S HI 11 AITO M5/M7 2023 M5 M7 2022 ICT 1 2013 2019 BU 2020 HI 5 3 2021 Huawei Inside 2022 S HI Huawei Inside 11 Huawei Inside AITO M5/M7 2023 M5 M7+30 iDVP MDC HarmonyOS API iDVP MDC HarmonyOS 300 5 1 2 2.1 OS AR-HUD HUAWEI SOUND OS API Tier 1 1+8+N 2023 4 HUAWEI xHUD AR-HUD 2K 1920*730 7.5 70 10 96 AR 2K 87%HUAWEI SOUND 7.1.4 2 6 2023 8 2023 4.0 2.0 4.0 4.0 4.0 1 2 3 3 4.0 2023 AI+4.0 4.0 2023 7 3.0 3.0 100 380 710 1000 NLP 7 4.0 4 2023 990 990A 8155 820A M5/M7 11 S HI RF8 9610A 9610A 14nm CPU 200k DMIPS 8295 2 9610A 990A SA8295 SA8155P 820A 14nm 28nm 5nm 7nm 14nm 2023 2021 2021 2019 2016 CPU DMIPS 200k 80k 220k 85k 45k GPU GFLOPS-768 3000 1142 768 AI TOPS-3.5 30 3-RF8 M5/M7 11 S HI 01 E8 ET5/ET7 P5 L9 L7 ONE 001 FREE 8 2.2 ADS2.0 ADS HUAWEI Advanced Driving System ADS 2.0 2023 4 16 M5 11 S HI M7 M9 10 ADS 2.0 3.6 7200 720 3 ADS 2.0 AVC 360 AVM+Highway LCC Highway NCA City LCC APA RPA+City NCA City LCC+AVP IT ADS2.0 NCA 1 ADS 2.0 GOD2.0 General Obstacle Detection 2 ADS 2.0 NCA 100 1 200 1 ADS 2.0 90%3 ADS 2.0 ADS 1.0 BEV 2.0 RCR2.0 2023 ADS2.0 NCA 16 45 9 4 ADS 1.0 2.0 360 ADS 2.0 2023 5 ADS 2.0 4 NOA NOA NCA 6 2023 NOP+2 2023 4 6 2024 1 20 2024 2 40 XNGP 5 2023 50 2024 200 NOA 2 2023 100 NOH-2024 1 3 2024 100 NOA 1 10 2024 ADS2.0 1.0 M7 ADS2.0 S HI ADS1.0 ADS2.0 27 1.0 7 ADS2.0 1 126 1.0 2 2.0 6 3 12 800 4 2 1 10 4 4 ADS2.0 ADS2.0 ADS 5 ADS 2.0/1.0 ADS2.0 ADS1.0 1 3 3 6 12 12 2+1+4 4+1+4 4 4 AITO MDC Mobile Data Center L2-L5 MDC 昇 MDC610/MDC810 FSD Orin MDC AOS VOS MDC Core ADS2.0 MDC ADS2.0 M7 MDC610 昇 610 AI 200TOPS 6 MDC L2-L5 Mobileye TI 2023 5 NOA 52.6%30.7%80%11 7 2023 NOA Orin 254TOPS L2-L5 1000TOPS Atlan Orin 2022 2022 Orin ET7 2022 3 2021 5 128TOPS 4 5 Matrix 5 512TOPS L2-L4 Tier 2 Tier 1 BPU BPU 5 NOA 5 9 20 L7/L8/L9 S HI 2022 7 Tier 1 ADS MDC AutoSAR AutoSAR 52.57%30.71%8.62%4.05%4.05%TIMobileye 12 2023 M5/M7 ADS 12 M9 2023 4 ADS NOA 6/Orin 5 MDC610/MDC810 TOPS 254 128 200/400 2019 2021 2020/2021 ET7 G9 M7 L7 L7/L8/L9 M5/M7 S HI 11 Aion LX Plus S AutoSAR EV ADS2.0 10 7 10 M7 MAX 57.5%MAX ADS 70%MAX 71%MAX ADS 68%M7 ADS 42%M7 ADS2.0 1/2023-2024 NOA 2023 75%60%2 BEV+GOD2.0+RCR2.0 ADS2.0 NOA M7 MAX ADS2.0 ADS2.0 13 8 ADS2.0 3 ICT HI Huawei Inside Tier 1 2022 2022 HiCar MDC DriveONE AR-HUD T-BOX 30 200 7 HUAWEI HiCar 150 M6 G6 MDC S Aion LX PLUS S AR-HUD R7 DriveONE PLUS EV CS95 MAXUS EUNIQ5 T-BOX Hi NE Huawei Inside 1 5 2023 4 16 HUAWEI ADS2.0 Advanced Driving System Huawei Inside S HI 11 12 Huawei Inside 2023 4 14 9 2023 8 HI S HI 39.79-42.99 2022 5 7 11 SUV 30.00-39.00 2022 8 8 12-2023 4 HI 2019 2021 4 SF5 2021 12 AITO M5 M7 2023 2 2023 7 AITO 2020 12 2022 9 2025 DAY EOX 5 LUXEED S7 2023 9 25 11 2019 12 MDC 2023 MPV RF8 HarmonyOS 4.0 MPV 2023 2 EPC 2024 1 2024 15 2017 9 2018 11 2021 4 S HI 2022 5 2023 8 HI 2024 BE22 9 2019 1 ICT 2021 4 SF5 2021 12 AITO 2022 2 AITO M5 2022 7 AITO M7 2023 2 2023 4 M5 2023 7 AITO 2023 9 M7 2020 12 2022 9 EOX 5 2023 9 S7 2023 9 25 2019 12 MDC 2023 2 EPC 2024 1 2017 9 2018 11 2021 4 S HI 2022 5 S HI 2023 8 HI 2024 16 AITO EV 4 4.1 9 12 M7 24.98-32.98 4 M7 M7 3338mm L7 12mm 1100mm 686L 2051mm 1619L M7 8 A/B CBS 24.4%80.6%HUAWEI ADS2.0 M7 M7 3.0 M7 ADS 2.0 1 3 11 12 27 12 NCA M7 25 SUV 10 M7 3338mm 1100mm 686L 8 24.4%80.6%HUAWEI ADS2.0 3.0 ADS2.0 27 AITO M7 L7 G9 FREE Model Y M7 24.98 M7 L7 M7 M7 17 M7 11 M7 M7 L7 G9 FREE Model Y SUV SUV SUV SUV SUV 24.98-37.98 31.98-37.98 26.39-41.99 26.69 26.39-34.99 mm 5020*1945*1760 5050*1995*1750 4891*1937*1680 4905*1950*1645 4750*1921*1624 mm 2820 3005 2998 2960 2890 5/6 5 5 5 5 L 60 65-56-CLTC km 200/210/230/240 210 570/650/702 210 554/615/688 WLTC km 135/150/175/200 170-160-WLTC km 1000/1050/1100 1100-s 4.8/7.8 5.3 3.9/6.4 4.8 3.7/5/5.9 kW 200/315/365 330 230/405 360 220/331/357 Nm 360/660-430/717 720 440/559/659 10.25 4.82 10.25 12.3-15.6 15.7 14.96 12.3 15 HUD-19 19/21 8/21/22 10 14 5/8/11 10/11 11 10 8 12 12 12 12 12 3 1 5 5-M5 2022 3 M5 2022 5 5000 8 1 9-12 5784 M7 18 2022 7 8 M7 5336 8-12 4559 M7 2022 8-12 12554 2023 1 M5 2441 2 M5 3248 2022 M7 2000 1 L8/L7 S7 SUV 2022 2023 2 2023 3 HUAWEI 10 M5/M7 9 13 AITO M7 1.5 9 25 M7 2 1500 10 1 AITO 9 30 M7 3 10 5 AITO M7 4 3500 10 6 M7 5 7000 11 M7 AITO M7 Mate60 1 M7 M7 05000100001500020000 M5 M7 19 2 M7 ADS2.0 M7 3.0 3 Mate60 M7 M7 Mate60 M7 M7 Mate60 M7 12 M7 Mate60 AITO M7 M9 AITO M9 SUV D SUV CDC AITO M9 ADS2.0 4.0 HUAWEI AR-HUD HUAWEI xPixel HUAWEI SOUND AI M9 9 25 50-60 2023 12 S7 HarmonyOS 4.0 HUAWEI ADS 11 EHY SUV 2024 2024 12 SF5 39.79-42.99 2021 4 AITO M5 SUV 24.98-33.18 2022 2 M7 SUV 24.98-32.98 2022 7 M9 SUV 50-60 2023 12 20 LUXEED S7-2023 11 EHY-2024-2024-2024 AITO 4.2 2021 2023 AITO/AITO 60%20%20%13 AITO 14 AITO 2022 2022 14 300 500 2200 5500 60%20%20%21 AITO 4S AITO Family Baby Love Personal 13 AITO AITO+2023 9 992 683 239 2021 400+100+2023 10 8 13%10%9%15 16 2023.9.30 2023.6.30 2023.9.30 AITO AITO 92280353036102004006008001000 13%10%9%6%4%4%4%3%47%22 5 M7 AR-HUD ICT 14 2021 11 2022 8 11 2023 8 AITO 2021 12 M5 M7 MPV RF8 12 Luxeed S7 9 S HI 2022 5 8 2024 11 M5 TPMS 2022 HUD M5 S M5 M5 EV M7 2021 2022 年2 月，公司与华为签署 智能车载光业务合作意向书，双方将开展智能车灯领域战略合作；公司为赛力斯车型供应车灯产品 2021 4 HiCar 23 M7 M9 M5 M7 M9 M5 M5 M5 EV M7 M5 M7 M9 M5 M9 M5 M7 2023 3 3.8 M7 4 M9 S7 4 2024 2023 8 2024 25 30 2024 25 30 29.9%35.9%25.9%31.1%20.2%24.3%16.4%19.7%15.0%18.1%15 2023 2024 2023 8 2024 25 2023 8 2024 30 2023 2024 2023 2024 605333.SH 36.70 50.09 13.1%29.9%13.1%35.9%605128.SH 17.98 28.91 13.4%25.9%13.4%31.1%605068.SH 11.04 14.82 8.7%20.2%8.7%24.3%603348.SH 60.37 76.21 6.6%16.4%6.6%19.7%300926.SZ 24.93 36.55 7.1%15.0%7.1%18.1%002997.SZ 18.93 30.57 0.0%12.3%0.0%16.4%688533.SH 23.70 32.06 5.1%11.7%5.1%14.0%603197.SH 61.48 78.66 0.0%9.5%0.0%12.7%601689.SH 222.29 299.75 4.3%10.0%4.3%12.0%601799.SH 99.41 125.20 3.2%8.0%3.2%9.6%002906.SZ 70.76 89.71 2.3%5.6%2.3%6.7%24 000700.SZ 89.96 104.22 1.8%4.8%1.8%5.8%002765.SZ 37.27 45.52 1.3%3.3%1.3%4.0%603179.SH 100.60 132.55 0.0%2.8%0.0%3.8%002126.SZ 108.29 133.00 1.1%2.8%1.1%3.4%688326.SH-W 49.42 62.87 0.5%1.2%0.5%1.4%Wind 10 13 Wind 24 15 20 23 24 6(300926)(002997)(603179)(603197)(002126)(605068)(605333)(688533)(601799)(605128)(002906)(601689)(600741)(000700)(000625)(600418)16 Wind EPS Wind 2021A 2022A 2023E 2024E 2021A 2022A 2023E 2024E000625.SZ 15.01 0.36 0.79 0.94 0.89 41.91 19.09 15.93 16.84601127.SH 73.19-1.21-2.54-1.91-0.81-60.49-28.79-38.23-90.22600418.SH 14.85 0.09-0.72 0.08 0.19 162.16-20.49 175.55 76.82300926.SZ 32.99 0.30 0.53 0.96 1.52 109.21 62.19 34.45 21.75002126.SZ 19.04 0.27 0.48 0.75 1.02 69.37 39.89 25.30 18.73603179.SH 48.42 0.58 0.97 1.64 2.23 83.08 50.14 29.57 21.69601689.SH 64.40 0.92 1.54 2.14 2.97 69.77 41.74 30.03 21.70603197.SH 64.41 1.28 1.02 1.91 2.59 50.39 63.16 33.67 24.90002906.SZ 34.77 0.57 0.73 0.95 1.31 60.98 47.87 36.50 26.59688533.SH 45.73 0.38 0.54 1.09 1.66 120.61 83.94 41.88 27.57002997.SZ 43.28 0.60 0.73 1.13 1.70 72.43 59.59 38.29 25.47605128.SH 57.20 0.88 0.57 1.55 2.99 64.93 100.04 37.00 19.16605333.SH 22.04 0.00 0.09 0.12 0.38-9114.11 234.41 189.94 57.86600699.SH 19.31-2.66 0.28 0.67 0.92-7.25 69.01 28.82 20.91601799.SH 150.50 3.32 3.30 4.15 5.69 45.28 45.67 36.31 26.47002920.SZ 126.62 1.50 2.13 2.74 3.83 84.40 59.38 46.18 33.04002050.SZ 27.87 0.45 0.69 0.85 1.06 61.77 40.43 32.72 26.37600741.SH 18.89 2.05 2.28 2.39 2.73 9.21 8.27 7.91 6.93603348.SH 46.70 0.37 0.90 0.88 1.72 126.91 51.90 53.05 27.10002765.SZ 7.53 0.32 0.28 0.34 0.53 23.53 26.63 22.47 14.16000700.SZ 8.49-0.21 0.54 0.64 0.76-39.80 15.69 13.19 11.21605068.SH 29.64 1.01 0.62 0.84 1.43 29.49 48.05 35.40 20.73300580.SZ 26.30 0.58 0.68 0.79 1.00 45.30 38.93 33.32 26.26603158.SH 8.17 0.18 0.25 0.42 0.54 44.33 32.49 19.66 15.02300547.SZ 16.80 0.48 0.56 0.79 1.05 34.71 29.77 21.30 15.94301397.SZ 48.40 1.10 1.53 1.82 2.48 43.86 31.65 26.65 19.54300978.SZ 13.94 0.27 0.20 0.41 0.60 50.86 68.90 33.86 23.29 EPS PE 25 7 26 1%(688533)1%27 Tabl e_Disclai mer 12 A 300 500 15%5%15%-5%+5%-5%5%-5%+5%-5%HeadertTabl e_Discl ai mer HeadertTabl e_Address 318 26 021-63325888 021-63326786 Tabl e_Disclai mer
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