【机构调研记录】方正富邦基金调研德赛西威

Group 1 - The core viewpoint of the article highlights the recent research conducted by Fangzheng Fubang Fund on Desay SV, emphasizing the impact of intelligent driving regulations that demand higher performance and safety standards in automotive configurations [1] - Desay SV has secured new project orders from international automotive companies such as Toyota, Stellantis, and Volkswagen, indicating strong market demand and growth potential [1] - The company is operating its German factory normally, while the Spanish factory is expected to be completed by the end of this year, with supply starting in 2026, showcasing its expansion plans [1] Group 2 - Desay SV has launched a robotic intelligent base ICube, which applies automotive-grade redundant design to enhance durability and reliability, supporting rapid model deployment and computational optimization [1] - Fangzheng Fubang Fund, established in 2011, has an asset management scale of 89.403 billion yuan, ranking 66th among 211 in total public funds [1] - The fund's best-performing public fund product in the past year is Fangzheng Fubang Xinhong Mixed A, with a latest net value of 0.93 and a growth of 58.52% over the past year [1]