易控智驾更新招股书：2025年前三季度业绩翻倍，全球化业务布局持续深入

Core Viewpoint - 易控智驾 is positioned as the leading L4 autonomous driving company in China, particularly in the mining sector, with significant revenue growth and market share [2][3]. Group 1: Company Overview - 易控智驾 was established in 2018 and focuses on L4 autonomous driving solutions for the mining industry, being one of the early entrants in the autonomous mining transportation field [2]. - As of September 30, 2025, 易控智驾 has approximately 2,300 active autonomous mining trucks, making it the largest provider of autonomous mining solutions in China [2]. Group 2: Financial Performance - For the first three quarters of 2023, 易控智驾 reported a revenue of 921 million yuan, representing a year-on-year growth of 103.76%, nearing the projected total revenue for 2024 [3]. - The revenue figures for 易控智驾 from 2022 to 2024 are 60 million yuan, 271 million yuan, and 986 million yuan, respectively, indicating a compound annual growth rate (CAGR) of 305.8% [3]. Group 3: Market Position and Expansion - 易控智驾 holds approximately 49.2% market share in the autonomous mining solutions sector in China, ranking first in the industry by revenue for 2024 [2]. - The company has deployed its solutions in seven out of the twelve largest open-pit coal mines in China, maintaining a 100% retention rate among all end customers for three consecutive years [2]. Group 4: Technological Advancements and Global Expansion - In December 2025, 易控智驾 achieved a milestone in Australia by successfully conducting the first "safety officer off-board" routine test, demonstrating the capability of its autonomous systems to operate without in-vehicle monitoring [4]. - The global market for autonomous mining solutions is projected to grow from $700 million in 2024 to $8.1 billion by 2030, with the Australian market expected to exceed $2.7 billion by 2030 [4]. Group 5: Future Plans and Funding - 易控智驾 plans to use the net proceeds from its IPO to enhance software and hardware development, support global business expansion, and seek strategic investments and acquisitions [5].