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Update 1: The company has stated that it has begun to build a technical team in the field of robotic sensors, and relevant samples have already been produced. They are currently planning the sample delivery, #expecting to present specific product information and sample progress of robotic sensors to the capital market in Q4 this year. The company has long been a leading domestic player in the automotive sensor field, possessing strong technical research and development capabilities as well as industrialization capabilities. The revenue scale of the automotive sensor business far exceeds that of companies like Keli Sensor (229e market value) and Amperex (185e market value), and the potential in the robotic sensor field is enormous!Update 2: The company’s air suspension supporting model, the new NIO ES8, will officially launch on September 20. Currently, industry rumors suggest that pre-order data has exceeded 100,000 units. According to the production plan provided by NIO, this single model is expected to bring nearly 50,000 units of air suspension shipments to the company in Q4 (equivalent to the total shipment volume of the entire second quarter). #The company’s performance is expected to see a definitive reversal in Q3 and Q4!Valuation assessment: In terms of its main business, the company plans to achieve 90e in revenue and 4e in net profit this year, #with a target of 10e net profit by 2027. Applying a 15x valuation to the main business for 2027 suggests a value of 150e. The robotic sensor business is still in the planning stages, but considering that the stock prices of Keli Sensor, Amperex, and others imply a valuation expectation of about 150e for robotic sensors, a conservative estimate gives one-third of that valuation at 50e. #Overall, looking at the main business at 150e + robotic sensors at 50e = 200e market value, which is a 120% upside from the current price, with further valuation upside expected as the robotic plans become clearer!
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