证券代码：301600 证券简称：慧翰股份 慧翰微电子股份有限公司 2024 年 12 月 13 日投资者关系活动记录表（一） | --- | --- | --- | |----------------------------------|----------------------------------------------------------------------------------------------------------------------|--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- ...

证券代码：301600 证券简称：慧翰股份 慧翰微电子股份有限公司 2024 年 12 月 10 日投资者关系活动记录表（二） | --- | --- | |-------------------------|----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- ...

证券代码：301600 证券简称：慧翰股份 慧翰微电子股份有限公司 2024 年 12 月 10 日投资者关系活动记录表（一） | --- | --- | |-------------------------|----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- ...

证券代码：301600 证券简称：慧翰股份 慧翰微电子股份有限公司 2024 年 12 月 4 日投资者关系活动记录表（一） | --- | --- | |-------------------------|------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ ...

证券代码：301600 证券简称：慧翰股份 慧翰微电子股份有限公司 2024 年 12 月 4 日投资者关系活动记录表（二） | --- | --- | --- | --- | |------------------------------|-------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------|---------|-------------------| | | | | | | 投资者关系活 动类别 | 特定对象调研 □分析师会议 □媒体采访 □业绩说明会 □新闻发布会 □路演活动 □现场参观 ☑ 其他（电话会议） | | | | 参与单位 ...

Group 1: TBOX Product Overview - TBOX provides various intelligent vehicle networking functions, including remote security alerts, fault diagnosis, control, driving behavior analysis, and over-the-air upgrades [1] - The growth of TBOX products in 2023 is attributed to stable major customers and increased sales of terminal models, leading to a significant rise in smart terminal sales [1] - The company has a relatively low market share, with major competitors being foreign and joint venture brands like Continental, Bosch, Valeo, and LG [1] - The penetration rate of in-vehicle intelligent terminals is expected to increase with the upcoming national standard for the Automotive Emergency Call System (AECS) [1] Group 2: eCall Product Performance - The company has early overseas testing and certification for eCall, being one of the few to obtain EU eCall certification, UN-R144 standard certification, and UAE eCall certification [2] - The rapid growth of eCall products is driven by the increasing export of domestic vehicles and mandatory certification requirements in regions like the EU and the UK [2] - The company has a stable and extensive customer base, including major domestic manufacturers such as SAIC, BYD, Chery, Geely, Great Wall, and NIO [2] Group 3: AECS Standard Development - The AECS standard draft was released on June 18, 2024, and is currently under review, with plans for official implementation by July 1, 2027 [2] - The company is involved in the standard-setting process for AECS [2] - The eCall system is designed to significantly reduce emergency response times and improve traffic accident rescue efficiency [2] Group 4: Automotive Electronics Architecture Trends - The automotive electronic architecture is shifting towards domain-centralized structures, which integrate multiple electronic control unit functions [3] - This shift is expected to lower vehicle costs and development difficulties while shortening integration verification cycles [3] - The intelligent networking terminal is anticipated to become a core component in future automotive electronic architectures, serving as a data communication and security center [3] Group 5: Competitive Landscape - TBOX is a key component in intelligent connected vehicles, with foreign and joint venture suppliers dominating the market [3] - Domestic manufacturers are gradually achieving import substitution as their R&D capabilities improve [3] - Some manufacturers opting for in-house development of core components do not significantly impact the company's operations, as these components are typically used solely for their own models [3] Group 6: Partnerships - The company collaborates with CATL to provide intelligent networking terminals for battery management systems, enhancing data collection and maintenance [3] - The partnership with SAIC began in 2012, with SAIC investing in the company through its venture fund due to positive growth prospects [3] - The collaboration with CATL started in 2018, with investments made by CATL's venture fund based on the company's technological potential [3]

Group 1: National Standard AECS Overview - The national standard "Automotive Emergency Call System (AECS)" is currently under review, with a draft released on June 18, 2024, and expected to be published in 2025 [1][2] - AECS is a mandatory standard that significantly differs from existing systems like B-Call and I-Call, which primarily focus on roadside assistance and lack the comprehensive safety features required by AECS [1] - The AECS aims to enhance the efficiency of emergency response and reduce traffic accident fatalities through rigorous testing and high standards for components [1] Group 2: Company Production Capacity and Strategy - Following the implementation of AECS, every passenger vehicle will be required to be equipped with the eCall system, positively impacting market demand for the company [2] - The company employs a hybrid production model, utilizing both in-house manufacturing and outsourcing for non-core components, ensuring quality control and flexibility in production capacity [2] - Plans for capacity expansion will align with market demand, with the company prepared to scale production lines as needed [2] Group 3: Automotive Electronics and Industry Trends - The automotive electronics architecture is shifting towards domain-centric designs, integrating multiple electronic control unit functions to reduce costs and development complexity [2] - The company is positioned to leverage its experience in information communication to enhance its product offerings in the smart automotive sector [2] - The development of vehicle-to-everything (V2X) communication capabilities is becoming essential, with the company focusing on integrating these technologies into its product line [3] Group 4: Client Relationships and Market Position - SAIC Motor Corporation remains the company's largest client, accounting for 38.77% of revenue in 2023, reflecting a stable and long-term partnership [3] - The company has been recognized for its technical capabilities, contributing to the successful launch of SAIC's first smart connected vehicle project [3]

证券代码：301600 证券简称：慧翰股份 慧翰微电子股份有限公司 2024 年 11 月 28 日投资者关系活动记录表 | --- | --- | |----------------------|----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- ...

证券代码：301600 证券简称：慧翰股份 慧翰微电子股份有限公司 2024 年 11 月 7 日投资者关系活动记录表（二） | --- | --- | --- | |--------------------------|-----------------------------------------|----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- ...

证券代码：301600 证券简称：慧翰股份 慧翰微电子股份有限公司 2024 年 11 月 7 日投资者关系活动记录表（一） | --- | --- | --- | |--------------------------|------------------------------------------|---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | | | | | 投资者关系 活 | ☑ 特定对象调研 | □分析师会议 □媒体采访 | | 动类别 | | □业绩说明会 □新 ...