NeuSoft(SH:600718) Zheng Quan Shi Bao Wang·2025-11-19 10:08Core Viewpoint - Neusoft Group has been selected as a designated supplier for a major domestic automotive manufacturer to provide intelligent cockpit domain controllers, with an expected total supply amount of approximately 4.2 billion RMB over a product lifecycle of about 6 years [1][2]. Group 1: Contract Details - The intelligent cockpit domain controllers will be applied to multiple models scheduled for mass production between 2026 and 2027 [1]. - The total expected supply amount for the intelligent cockpit domain controllers during the product lifecycle is approximately 4.2 billion RMB [1]. - The contract signifies a deepening of the long-term cooperative relationship between Neusoft Group and the automotive manufacturer, reflecting the manufacturer's recognition of Neusoft's core products and technological capabilities [2]. Group 2: Product Features and Technology - The intelligent cockpit domain controllers will be based on Qualcomm's platform, integrating AI computing power and multimodal large model technology to enhance interaction experience and multitasking capabilities [2]. - Neusoft Group has over 30 years of experience in the automotive electronics sector, providing a range of products including intelligent cockpit domain controllers and IVI in-vehicle infotainment systems [1]. - The company has launched the NeuMind empowerment platform, which integrates various foundational AI models and key modules for intelligent services in the automotive sector [3]. Group 3: Market Position and Future Outlook - Neusoft Group ranks first among domestic suppliers in terms of competitiveness for high-end intelligent cockpit domain control platforms, leveraging its leading advantages in the market [1]. - The actual sales amount will depend on the automotive manufacturer's production volume and market conditions, indicating potential uncertainties in future supply [2]. - Previous contracts with the same automotive manufacturer involved a projected supply amount of approximately 5.6 billion RMB for a different model series, showcasing the ongoing demand for Neusoft's products [3].