【机构调研记录】长信基金调研德赛西威

Core Insights - Changxin Fund recently conducted research on Desay SV, highlighting the impact of intelligent driving regulations that demand higher performance and safety standards in automotive configurations [1] - The company has secured new project orders from international automakers such as Toyota, Stellantis, and Volkswagen, with its German factory operating normally and a Spanish factory expected to be completed by the end of this year, starting supply in 2026 [1] - Desay SV has launched the ICube, a robotic intelligent base that applies automotive-grade redundancy design to enhance durability and reliability, supporting rapid model deployment and computational optimization [1] Company Overview - Changxin Fund, established in 2003, has an asset management scale of 193.734 billion yuan, ranking 41st out of 211 in total public funds and 52nd out of 211 in non-monetary public funds [1] - The fund manages 181 public funds, ranking 41st out of 211, with 33 public fund managers, ranking 38th out of 211 [1] - The best-performing public fund product in the past year is Changxin Innovation-Driven Equity, with a latest net value of 2.12 and a growth of 65.96% over the past year [1] - The latest public fund product launched is Changxin Shanghai Stock Exchange Science and Technology Innovation Board Comprehensive Index Enhanced A, which is an index-type equity fund with a subscription period from November 17, 2025, to December 15, 2025 [1]