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万通智控(300643) - 2025年10月28日投资者关系活动记录表
2025-10-29 06:30
Group 1: Financial Performance - The company achieved a net profit of 127 million yuan in Q3 2025, representing a year-on-year increase of 50.05% [1] - For the first nine months of 2025, the company reported a revenue of 897 million yuan, up 11.87% year-on-year [1] - The revenue for Q3 2025 was 323.37 million yuan, reflecting a year-on-year growth of 19.97% [1] Group 2: Business Segment Performance - The valve stem business maintained stability despite external economic pressures [1] - The metal hose segment experienced a decline in both year-on-year and quarter-on-quarter performance due to negative impacts from the international economic environment [1] - The sensor and digital information control system segments saw an increase in year-on-year performance, although the quarter-on-quarter growth rate slowed down [1] Group 3: NLP Business Outlook - The NLP product demand is primarily driven by orders from commercial vehicle fleets in the U.S., with a positive outlook on total demand [2] - The company is exploring the development of a fleet management system based on deep learning chips, enhancing tire pressure monitoring capabilities [2] Group 4: Collaboration with DeepMind - The partnership with DeepMind is based on leveraging each other's strengths, with DeepMind focusing on chip design and development while the company specializes in manufacturing [2] - The company plans to invest 3 million yuan in DeepMind, acquiring a 5.66% stake [2] - The chip development is nearing completion, with plans to begin sample development for major vehicle manufacturers by mid-2026 [2]