【私募调研记录】泰舜资产调研阿尔特

Group 1 - The core viewpoint of the article highlights the recent research conducted by the well-known private equity firm TaiShun Asset on a listed company, Altec, focusing on its various business segments including oil-to-electric conversion, AI and automotive R&D, and overseas market expansion [1] - Altec has established a partnership with the Japanese company YMTO to provide oil-to-electric technology solutions and has delivered 103 sets of light-duty trucks for oil-to-electric conversion, with new heavy-duty truck orders amounting to 337 million [1] - The company has signed a mass production procurement contract for pure electric vehicle development with a total contract value of approximately 470 million RMB, with expected overseas revenue of 111 million in 2024, accounting for 11.40% of total revenue [1] Group 2 - Altec is expanding its core components in power systems, high-voltage electric systems for new energy vehicles, and automotive electronics, with some products already in mass production [1] - The company is actively increasing its market development efforts, holding sufficient orders, and has signed a six-year cooperation agreement with Nissan (China) for various development projects [1] - Altec is deepening its automotive R&D design capabilities, expanding into overseas markets, and pushing for innovations in automotive design and autonomous driving solutions [1]