对话独角兽 | 东软睿驰助力汽车产业智能化发展：聚焦软件自研，联动生态协同

Core Insights - The automotive industry's intelligent transformation is driving a surge in demand for foundational software, with automotive operating systems being crucial for connecting hardware and applications, necessitating adaptation to multiple chips and scenarios [1][4] - Despite China's leading position in global automotive production and sales, the localization progress of automotive operating systems lags, with domestic systems accounting for less than 15% of the market in 2024, primarily in the aftermarket and low-end pre-installed models [1][4] Industry Trends - The Chinese automotive export is projected to reach 7.098 million units by 2025, a year-on-year increase of 21.1%, with new energy vehicle exports expected to double to 2.615 million units [1] - The domestic automotive operating system market is characterized by a lack of unified development forces and technical standards, leading to a narrow adaptation range and an incomplete ecosystem [4][5] Company Developments - Neusoft Ruichi, a company focused on core technology R&D in new energy and intelligent connected vehicles, has developed the NeuSAR operating system, which has been installed in tens of millions of vehicles, playing a significant role in the transformation of China's smart automotive industry [3][4] - The company has established partnerships with major automakers such as Honda, BYD, and Geely, achieving large-scale production of related projects [4][6] Strategic Initiatives - Neusoft Ruichi is actively participating in the establishment of national standards for automotive operating systems, aiming to overcome industry barriers through unified standards and collaboration among automakers and third-party suppliers [5] - The company collaborates with over 150 vehicle manufacturers and parts suppliers to create an open platform for industry cooperation, enhancing the resilience of the overall automotive supply chain [5] Financial Strategy - The automotive intelligent networking sector requires significant R&D investment with long return cycles, with 18 listed automakers collectively investing 92.048 billion yuan in R&D in the first half of 2025, a 32.94% increase year-on-year [6] - Neusoft Ruichi focuses its R&D investments on core technology breakthroughs and aims to enter a value return phase by 2026, optimizing its financial structure while balancing innovation and profitability [6][7] Market Expansion - Neusoft Ruichi is expanding its international presence by leveraging domestic production experience and addressing overseas market needs, including compliance with data security regulations [9][10] - The company employs a multi-base collaborative layout strategy to enhance market responsiveness and has achieved large-scale production of L2 and L2+ level intelligent driving products with major automakers [9][10]