Ge Long Hui A P P·2025-12-30 07:57Core Viewpoint - Dongfang Technology is positioning itself in the autonomous driving sector for trunk logistics, which is expected to open a second growth curve for the company [1] Group 1: Industry Insights - Road freight is the core mode of logistics transportation in China, and the demand for unmanned solutions is urgent to address the industry's challenges in cost, efficiency, and safety [1] - The company has a significant competitive advantage in this sector, which is anticipated to facilitate the opening of a second growth curve [1] Group 2: Company Developments - The company is continuously enhancing project selection and focusing on improving profit quality, with net cash flow from operating activities expected to exceed net profit from 2022 to 2024 [1] - The company is expanding its overseas business and deepening its AI integration, with expectations for sustained performance recovery in its main business [1] - The newly appointed Secretary of the Board has 15 years of investment banking experience, indicating a potential upgrade in the company's strategic execution [1] Group 3: Financial Actions - The company recently announced a mid-term cash dividend of 0.2 yuan per 10 shares (tax included), balancing shareholder returns with transformation investments [1] - The company is viewed positively as a leader in smart transportation and intelligent IoT, actively exploring traffic data empowerment and deep AI applications [1]