NeuSoft(SH:600718) Ge Long Hui A P P·2025-09-19 06:53Group 1 - Dongsoft Group (600718.SH) experienced a limit-up increase, currently priced at 11.3 yuan, with over 230,000 orders and a transaction volume of 250 million yuan, resulting in a market capitalization of 13.45 billion yuan [1] - The company received a notification from a well-known domestic automotive manufacturer, designating Dongsoft as a supplier for intelligent cockpit domain controllers [1] - The products will be used in multiple models equipped with the Qualcomm 8397 platform, expected to start mass production in the fourth quarter of 2026, with a lifecycle of approximately four years, and a total supply amounting to around 5.6 billion yuan [1] Group 2 - Huatai Securities reported that Dongsoft Group is advancing its intelligent strategy, accelerating the productization and commercialization of AI business [1] - The intelligent automotive business is driving revenue growth, with ongoing efforts to strengthen overseas deployment [1] - The initial results of the company's AI business layout are promising, indicating potential for long-term business realization and value release, maintaining a "buy" rating [1]