XUSHENG(SH:603305) Xin Lang Cai Jing·2026-01-05 07:49Core Viewpoint - The company has received a notification from a North American electric vehicle manufacturer for a long-term supply agreement, which is expected to enhance its competitive advantage and market share [1] Group 1: Project Details - The project involves supplying powertrains, body parts, subframes, and battery boxes, with a lifecycle of approximately 8 years and a total sales amount estimated at RMB 7.8 billion [1] - Production is planned to take place in China and Mexico, with mass production expected to start by the end of 2026 [1] Group 2: Strategic Implications - This notification signifies a deepening of the long-term cooperation between the company and the client, which is beneficial for strengthening the company's leading position in the market [1] - The actual procurement quantities from the client are not guaranteed, and the total project amount is only an estimate, with final amounts to be determined by order settlements [1] Group 3: Market Considerations - The company's actual sales figures will be directly related to the client's vehicle production volumes, and the long implementation cycle of the project may be influenced by the overall automotive market conditions and global economic factors, introducing uncertainties [1]