ECARX(US:ECX) Ge Long Hui·2025-08-27 02:50Core Viewpoint - ECX Technology reported a total revenue of $156 million for Q2 2025, with management expressing confidence in achieving EBITDA breakeven in subsequent quarters and a nearly 20% revenue growth for the full year 2025 [1] Group 1: Financial Performance - The company achieved total revenue of $156 million in Q2 2025 [1] - Management anticipates reaching EBITDA breakeven in the upcoming quarters and for the full year 2025 [1] - The company is targeting nearly 20% revenue growth for the entire year 2025 [1] Group 2: Business Growth and Product Performance - The company demonstrated strong growth resilience, with product shipments reaching 532,000 units [1] - The Antora® series, integrated with the 7nm automotive-grade SoC "Long Eagle No. 1," saw shipments of 135,000 units in Q2, marking a year-on-year increase of 112% [1] - As of June 30, 2025, the total number of vehicles equipped with ECX Technology exceeded 9.3 million, showcasing ongoing scalability [1] Group 3: Capacity and Market Expansion - The Fuyang factory's capacity utilization rate reached 80%, achieving the annual production target of 1 million units ahead of schedule [1] - The company secured multiple project designations in Q2, with overseas market projects valued at over $1 billion in total lifecycle value [1] - These new orders provide clear support for future revenue growth and reflect the global automotive brands' recognition of the company's technological capabilities [1]