四维图新与阿里云达成战略合作 聚焦辅助驾驶及车联网等业务领域

Core Viewpoint - The company, Siwei Tuxin, has entered into a strategic cooperation framework agreement with Alibaba Cloud to explore and operate in various fields including large model applications, assisted driving, and smart transportation over a five-year period [1] Group 1: Strategic Cooperation with Alibaba Cloud - The cooperation will focus on six main areas: creating a secure compliance foundation, exploring assisted driving data loops, providing comprehensive big data governance services for car manufacturers, discussing vertical model construction for vehicle cabins and distributed vehicle networks, offering overseas solutions for clients, and providing solutions for smart transportation [1] - The partnership aims to enhance market space and product competitiveness in the automotive sector, further advancing the company's strategy for automotive intelligence commercialization [1] Group 2: Business Performance and Revenue - In 2024, the company achieved revenue of 3.518 billion yuan, a year-on-year increase of 12.68%. The smart cloud business generated 2.254 billion yuan, up 28.96%, accounting for 64% of total revenue [2] - The smart chip business reported revenue of 566 million yuan, a 10.92% increase, representing 16% of total revenue. The smart cabin and smart driving businesses recorded revenues of 403 million yuan and 271 million yuan, with declines of 12.87% and 28.08% respectively [2] Group 3: Market Trends and Future Outlook - The company anticipates that mid-to-high-level assisted driving features will become standard in vehicles priced around 100,000 yuan due to technological advancements and cost reductions [3] - The company is focusing on upgrading automated compliance audit tools and optimizing customer compliance system deployment costs in collaboration with major cloud service providers [3] - Despite facing temporary losses in 2024 due to non-core investment income and asset impairment, the company expects to significantly reduce losses in 2025 as its assisted driving business matures and market share increases [3]