证券日报网1月11日讯 ，锐明技术在接受调研者提问时表示，公司2026年会继续践行全球化的长期经营 战略，在持续巩固现有市场基础上，积极拓展新兴市场。制造层面，2025年开始建设的越南二期工厂的 逐步投产将有效提升海外供应链保障能力，产能的持续释放和运营效率的优化将为公司业务扩张提供坚 实基础。技术创新方面，公司将继续加大研发投入，不仅保持核心解决方案的全球竞争力，还将推进商 用车自动驾驶等前沿领域的研发与产品化。凭借多年来对各行业商用车应用场景的深入洞察和技术沉 淀，公司能够持续、精准为客户提供高度适配的综合解决方案，并依托高质量的价值交付和深度服务， 与客户建立了长期稳固的合作关系与深度信赖，形成了较强的市场竞争力和品牌影响力。公司目前运营 状态良好，管理层对实现2026年的业绩增长保持积极预期与充分信心。 （文章来源：证券日报） ...

证券代码：002970 证券简称：锐明技术 深圳市锐明技术股份有限公司 投资者关系活动记录表 编号：2026-001 在以"场景落地"为导向的商用车自动驾驶领域，公司拥有客户、技术、产 品等多方面的综合竞争优势。 4、人民币汇率升值对汇兑损益有什么影响？公司是否有措施管控或对冲汇 率风险？ 公司的海外业务在主营业务上销售占比较高，且主要以美元计价。公司长 期以来对外汇采取主动管理的策略，会基于公司的实际业务情况以及对外汇走 势的基本判断，择时、择机采取简单有效的外汇套保工具，积极对冲部分汇率 波动风险，以降低汇率变动对经营业绩的潜在影响。 5、当前存储芯片市场价格呈现上涨趋势，请问这一变化是否会对公司毛利 率产生显著影响？ 公司产品中存储芯片或模组占整体物料成本的比例较低。同时，由于公司 主要产品属于技术附加值较高的智能硬件品类，可以将存储类物料成本上升较 顺利地传导到产业链下游。因此，即使存储芯片价格持续上涨，也不会对公司 投资者关系 活动类别 □特定对象调研 □分析师会议 □媒体采访 □业绩说明会 □新闻发布会 □路演活动 ☑ 现场参观 □反路演 □其他 参与单位名 称 摩根士丹利基金、诺安基金、宝盈基金 ...

Core Viewpoint - Xidi Intelligent Driving (03881) has made significant progress by securing a large order in the Middle East, particularly in Saudi Arabia, which aligns with the local zero-carbon development goals and enhances its market presence in the smart connected vehicle industry [1] Group 1: Company Developments - Xidi Intelligent Driving's stock price increased by over 3% and is currently trading at 229.2 HKD with a transaction volume of 12.22 million HKD [1] - The company has received a substantial order worth 2.1 billion RMB for the delivery of 7,500 high-end customized intelligent heavy trucks to Saudi Arabia and Qatar [1] - The company aims to utilize the funds raised from its IPO for research and development over the next five years, enhancing its commercialization capabilities, and exploring potential investments and acquisitions to integrate upstream and downstream resources in the industry [1] Group 2: Industry Context - Chengdu has been designated as a national pilot city for the integration of smart connected vehicle applications, accelerating the development of the smart connected vehicle industry [1] - Xidi Intelligent Driving's Middle East operations focus on Saudi Arabia and extend to Qatar and the UAE, targeting four key scenarios: commercial vehicle automation, smart transportation, smart mining, and intelligent sanitation [1]

据公开资料显示，希迪智驾中东业务以沙特为核心，辐射卡塔尔、阿联酋等国，聚焦商用车自动驾驶、 智慧交通、智慧矿山、智能环卫四大场景。希迪智驾招股书披露，公司拟将上市集资所得，用于未来5 年内研发；用于提高国内外商业化能力及进一步加强公司与国内及全球客户的合作；用于旨在进一步整 合产业链上下游资源的潜在投资及并购机会。 希迪智驾(03881)午前涨超3%，截至发稿，涨2.78%，报229.2港元，成交额1222.07万港元。 消息面上，据成都经信发布消息，成都作为国家智能网联"车路云一体化"应用试点城市，加速布局智能 网联汽车产业，希迪智驾港股上市并获中东大额订单，实现重大突破。在2025成都—沙特工业合作对接 会上，希迪智驾负责人介绍："在沙特市场，公司的智能重卡不仅要征服高温沙漠环境，更要精准匹配 当地'2030愿景'的零碳发展需求。"这番话的背景，是一笔价值21亿元的订单，即将向沙特阿拉伯、卡 塔尔市场交付7500台高端定制智能重卡。 ...

Core Viewpoint - Xidi Zhijia Technology Co., Ltd. is set to debut on the Hong Kong Stock Exchange on December 19, becoming the first "unmanned mining truck" stock and the first commercial vehicle intelligent driving company in Hong Kong [1] Group 1: Company Overview - Xidi Zhijia has completed multiple pilot projects in various mining areas, transitioning from trial phases to large-scale implementation, creating replicable and scalable practice models [1] - The company has developed the world's largest mixed operation case at a coal mine owned by the National Energy Group, achieving coordinated operation of 56 unmanned mining trucks with approximately 500 manned vehicles [1] Group 2: Industry Insights - The unmanned mining truck sector is evolving from a focus on individual technical parameters to a comprehensive competition involving deep understanding of scenarios, ecosystem building capabilities, and long-term industry grasp [2] - The closed operational environment of mining sites reduces complexity for participants but raises demands for system reliability, adaptability, and control precision [1]

Core Viewpoint - Xidi Intelligent Driving Technology Co., Ltd. is poised to become the first publicly listed company focused on autonomous mining trucks, having passed the Hong Kong Stock Exchange hearing, marking a significant step in the commercialization of autonomous driving in the mining sector [1] Industry Overview - The mining industry is undergoing a technological transformation driven by automation, with the Chinese intelligent mining market projected to exceed 2.3 trillion yuan by 2030, including 1.41 trillion yuan for intelligent coal mines and 910.7 billion yuan for non-coal mines [2] - Policies are supporting the push for intelligent mining, with guidelines aiming for at least 60% of coal mining capacity to be automated by 2026 [2] Company Development - Xidi Intelligent Driving began commercializing its autonomous driving technology for commercial vehicles in 2018, making it one of the earliest companies in China to achieve this milestone [1][2] - The company has successfully delivered 14 electric autonomous mining trucks for a project in Jiangsu, achieving operational efficiency exceeding human performance by 4% and saving millions in operational costs [3][6] - As of 2025, Xidi Intelligent Driving is expected to serve 152 clients and has delivered 304 autonomous mining trucks, indicating strong market acceptance [4][8] Financial Performance - Xidi Intelligent Driving's revenue surged from 31 million yuan in 2022 to 410 million yuan in 2024, reflecting a compound annual growth rate of 263% [6] - The company's gross profit is projected to grow from 27 million yuan in 2023 to 101 million yuan in 2024, with autonomous driving services accounting for 62.1% of total revenue [6] Technological Advancements - The company focuses on a vehicle-centric technology approach, enabling advanced perception capabilities and efficient coordination between autonomous and human-driven vehicles [7] - Xidi Intelligent Driving employs a light-asset model, collaborating with manufacturers to develop autonomous mining trucks, which enhances profit margins and reduces project timelines [7] Market Outlook - The autonomous mining truck sector is gaining traction, with significant market potential driven by policy support and technological advancements, positioning Xidi Intelligent Driving favorably for future growth [2][8]

Core Insights - The commercial vehicle autonomous driving sector is gaining significant attention from capital markets, with companies like Xidi Zhijia, Yushi Technology, and Fujian Yikong Zhijia submitting IPO applications to the Hong Kong Stock Exchange [1] - Xidi Zhijia has completed 8 rounds of financing, raising a total of 1.5 billion yuan, and its valuation reached 9.024 billion yuan after the C+ round in 2024, setting a record in the commercial vehicle autonomous driving field [1] - The unique technology and product capabilities of Xidi Zhijia are central to its current growth trajectory, with a focus on developing benchmark products around specific core scenarios and extending its offerings along the industry chain [1] Financial Performance - Xidi Zhijia's total revenue increased from 31.1 million yuan in 2022 to 410 million yuan in 2024, representing a compound annual growth rate of 263.1% [2] - In the first half of 2025, the company achieved revenue of 408 million yuan, nearing the total revenue for 2024, while the number of clients grew from 44 in 2022 to 152 [2] - The dual explosive growth in revenue and client base underscores the commercial strength and market recognition of Xidi Zhijia's technology products, reinforcing its foundation for a successful IPO [2] Technological Innovation - Xidi Zhijia has developed a "networked" architecture that represents a paradigm shift in the autonomous driving field, utilizing intelligent driving technology and vehicle networking technology to create a highly flexible technical platform [2] - The platform employs a modular design approach, maximizing system performance and enabling capabilities such as technical decoupling, cross-scenario capability transfer, and ecological collaboration [2] - As the efficiency of technology reuse continues to rise and the collaborative effects of cross-scenario ecosystems are fully realized, Xidi Zhijia is poised to unlock the commercial value of autonomous driving on a larger scale [2]

Core Viewpoint - Xidi Intelligent Driving Technology Co., Ltd. is a leading provider of commercial vehicle autonomous driving products and solutions in China, focusing on the development of autonomous mining trucks and logistics vehicles, V2X technology, and intelligent perception solutions [1] Group 1: Company Overview - Xidi Intelligent Driving submitted its Hong Kong IPO prospectus on May 8, which became invalid six months later on November 8 [1] - The joint sponsors for the IPO include China International Capital Corporation, CITIC Securities International, and Ping An Capital (Hong Kong) [1] Group 2: Market Position - According to ZhiShi Consulting, Xidi Intelligent Driving holds a market share of 16.8% in the commercial vehicle autonomous driving sector in China based on projected product sales revenue for 2024 [1] - The company ranks first in the Chinese autonomous mining truck solutions market based on 2024 product sales revenue [1] - Xidi Intelligent Driving is one of the first companies in China to launch commercial V2X products [1] - The company's Train Autonomous Perception System (TAPS) is currently the only product in China that achieves independent safety perception [1]

Core Viewpoint - Xidi Zhijia Technology Co., Ltd. has seen its Hong Kong IPO application expire after six months, highlighting its position as a leading provider of autonomous driving products and solutions for commercial vehicles in China [1] Company Overview - Xidi Zhijia focuses on the research and development of autonomous mining trucks, logistics vehicles, V2X technology, and intelligent perception solutions [1] - The company offers cutting-edge products and solutions based on proprietary technology, primarily concentrating on autonomous mining trucks during the reporting period [1] Market Position - According to data from Zhi Shi Consulting, Xidi Zhijia is the largest commercial vehicle autonomous driving company in China, with a market share of 16.8% based on projected product sales revenue for 2024 [1] - The company ranks first in the Chinese autonomous mining truck solutions market based on projected product sales revenue for 2024 [1] - Xidi Zhijia is one of the first companies in China to launch commercial V2X products [1] - The company's Train Autonomous Perception System (TAPS) is currently the only product in China that achieves independent safety perception [1]

Core Viewpoint - The China Securities Regulatory Commission has issued a notice regarding the overseas issuance and listing of shares for Xidi Intelligent Driving Technology Co., Ltd., allowing the company to issue up to 7,789,150 overseas listed ordinary shares and convert 37,035,912 domestic unlisted shares into overseas listed shares for trading on the Hong Kong Stock Exchange [1][3]. Company Overview - Xidi Intelligent Driving is a supplier of autonomous driving products and solutions for commercial vehicles, focusing on the development of autonomous mining trucks, logistics vehicles, V2X technology, and intelligent perception solutions [3]. - The company is recognized as the largest commercial vehicle autonomous driving company in China, holding a market share of 16.8% based on projected product sales revenue for 2024 [3]. - Xidi Intelligent Driving ranks first in the Chinese autonomous mining truck solutions market based on projected product sales revenue for 2024 and is one of the first companies in China to launch commercial V2X products [3]. Shareholder Information - A total of 51 shareholders are involved in the conversion of domestic unlisted shares to overseas listed shares, with the largest shareholder, New Drive Hong Kong Limited Partnership, holding 11,443,151 shares [4][5]. - The total number of shares being converted by all shareholders amounts to 37,035,912 shares [6].