Core Insights - The article highlights the significant advancements and commercialization progress of Youjia Innovation (佑驾创新), showcasing its strong business momentum and addressing recent rumors about its withdrawal from the Hong Kong Stock Connect [1][4]. Group 1: Business Performance - Youjia Innovation has achieved a compound annual growth rate (CAGR) of over 50% in revenue, indicating its strong customer expansion and value realization capabilities in the pre-installation market [2]. - As of June 30, 2025, the company has completed mass production for 42 automotive manufacturers, including major domestic brands such as SAIC, Changan, and Chery [2]. - The company has secured a total order value of 320 million RMB for its intelligent cockpit solutions, reflecting its competitive edge in the high-end market [2]. Group 2: Technological Advancements - Youjia Innovation is the only partner at the 2025 Horizon Ecological Conference to showcase both L2 and L4 technology advancements, emphasizing its comprehensive product offerings [1]. - The company’s iPilot 4 Plus domain controller has been selected by leading domestic brands for dual model applications, reinforcing its position in the Advanced Driver Assistance Systems (ADAS) market [2]. - The launch of the Xiaozhu unmanned vehicle marks the company's entry into the unmanned logistics sector, with over 1,000 units ordered, demonstrating rapid business scaling [3]. Group 3: Market Position and Future Outlook - Youjia Innovation is positioned as a rare entity in the Hong Kong market, successfully commercializing both L2 and L4 autonomous driving technologies [4]. - The company’s recent financing activities are aimed at research and business expansion, indicating a commitment to long-term growth [4]. - The competitive landscape in the intelligent driving industry has shifted from storytelling to performance metrics, with Youjia Innovation showcasing sustainable growth potential through its expanding production base and rapid commercialization of L4 technology [4].
L2+L4全线增长 佑驾创新(02431)力破“退通”传闻