Jin Rong Jie·2025-05-12 15:51Core Viewpoint - The company is actively engaging with investors and stakeholders to discuss its performance and strategic direction, particularly in the electric vehicle (EV) segment and North American operations, amidst geopolitical challenges. Group 1: Company Performance - In Q1 2025, the company's EV·DTB mounted business achieved sales of 6,000 units, generating revenue of 660 million yuan, with a gross profit contribution of 20 million yuan, reflecting a year-on-year sales growth of 11.6% [3][4] - The North American platform, VanguardGT, sold 4,156 semi-trailers in Q1 2025, resulting in revenue of 180 million USD and a profit of 9.68 million USD despite a challenging market environment [4][5] Group 2: Strategic Initiatives - The company is launching a research and development project for a pure electric head-mounted train technology platform, focusing on two models: the EV-RT2.0-7A and EV-RT2.0-MIX, with ongoing market research and production base establishment [5][6] - To ensure stable operations in North America amid geopolitical challenges, the company is enhancing its global supply chain strategy, emphasizing local procurement and backup supply from Thailand and Canada [4][6] Group 3: Future Outlook - The company aims to evolve into a full-value chain operator for star chain semi-trailers, leveraging initiatives like the "Star Chain Plan" and "Heroic Rise Plan" to explore value across all segments [6] - The focus for growth opportunities is on the unified national market and global southern markets, with plans to deepen the "good horse with good saddle" business model and become a preferred partner for new energy heavy-duty truck chassis [6]