KEBODA(SH:603786) 车中旭霞·2025-09-05 05:50Core Viewpoint - The article discusses the strategic acquisition of a 60% stake in Shanghai Kebo Da Intelligent Technology Co., Ltd. by Kebo Da Technology Co., Ltd. for 345 million yuan, aimed at enhancing its position in the automotive intelligent driving domain and expanding its product offerings in high-value domain controllers [6][7][10]. Financial Performance - Kebo Da's net profit for the second quarter increased by 61% year-on-year, indicating strong financial health and a robust order backlog [2]. - The company anticipates revenues of 7.2 billion, 9.27 billion, and 11.4 billion yuan for the years 2025, 2026, and 2027, respectively, with profits projected at 1.01 billion, 1.28 billion, and 1.54 billion yuan [5]. Strategic Acquisition - The acquisition of Kebo Da Intelligent Technology is a response to national policies promoting the intelligent transformation of the automotive industry, aligning with the government's goal of having over 50% of new energy vehicles by 2030 [10]. - The deal is expected to open new growth avenues for Kebo Da, enhancing its product matrix in the intelligent driving sector and solidifying its market position [11][12]. Market Positioning - Kebo Da has established deep partnerships with global automotive brands such as Volkswagen, BMW, and General Motors, positioning itself as a key player in the intelligent driving technology ecosystem [4][11]. - The company aims to enhance customer loyalty and expand market share by integrating its intelligent central computing platform and domain controller products into the automotive supply chain [12][13]. Product Development - Kebo Da Intelligent Technology focuses on high-performance intelligent driving domain controllers, with lifecycle sales expected to exceed 20 billion yuan for specific projects [11]. - The integration of Kebo Da Intelligent Technology is set to improve the company's technological capabilities and product offerings, addressing existing gaps in the automotive intelligent technology sector [13][14]. Supply Chain and Manufacturing - The acquisition will enhance Kebo Da's supply chain capabilities, particularly in high-end semiconductor components, which are crucial for the development of intelligent automotive products [14][15]. - The company plans to leverage the manufacturing expertise of Kebo Da Intelligent Technology to upgrade its production processes, transitioning towards more efficient and intelligent manufacturing systems [15].