Core Viewpoint - CIMC Vehicles is accelerating its evolution into a "full value chain" operator for Starlink semi-trailers, marking a significant step in establishing a service network in the Xinjiang and Northwest regions of China through the opening of delivery service centers [1][19]. Group 1: Strategic Focus - The establishment of delivery service centers will enhance delivery efficiency and service experience, solidifying the competitive edge in core value chain segments [6]. - This strategic move aims to provide a replicable practice path for high-quality industry development and create a unique differentiation advantage centered on "service + efficiency" [6][17]. Group 2: Service Network Expansion - The opening of service centers in four locations (Yili, Korla, Urumqi, and Haiyuan) is a crucial initiative to advance service capabilities to the market front line, filling service gaps for Starlink semi-trailers and tankers in the region [8][19]. - The Haiyuan service center will leverage its location to cover the entire logistics market in Ningxia, focusing on coal and agricultural product transportation [11]. - The Korla service center will enhance logistics services for the cotton and petrochemical industries in central Xinjiang [13]. - The Yili service center aims to reduce transportation costs in Northern Xinjiang and improve logistics efficiency [14]. - The Urumqi service center will coordinate services across multiple regions, optimizing the logistics system in Xinjiang [18]. Group 3: Service Innovation - CIMC Vehicles is committed to providing a "fast delivery + worry-free service" experience through a combination of standardized and customized service models [16]. - The opening ceremonies saw multiple dealers sign cooperation agreements, demonstrating high recognition of CIMC Vehicles' service capabilities [16]. Group 4: Industry Leadership - In response to the "price-for-volume" competition in the specialized vehicle industry, CIMC Vehicles is shifting towards innovation-driven development, structural optimization, and resource reorganization [17].

Core Viewpoint - The company is actively engaging with investors and stakeholders to discuss its performance and strategic direction, particularly in the electric vehicle (EV) segment and North American operations, amidst geopolitical challenges. Group 1: Company Performance - In Q1 2025, the company's EV·DTB mounted business achieved sales of 6,000 units, generating revenue of 660 million yuan, with a gross profit contribution of 20 million yuan, reflecting a year-on-year sales growth of 11.6% [3][4] - The North American platform, VanguardGT, sold 4,156 semi-trailers in Q1 2025, resulting in revenue of 180 million USD and a profit of 9.68 million USD despite a challenging market environment [4][5] Group 2: Strategic Initiatives - The company is launching a research and development project for a pure electric head-mounted train technology platform, focusing on two models: the EV-RT2.0-7A and EV-RT2.0-MIX, with ongoing market research and production base establishment [5][6] - To ensure stable operations in North America amid geopolitical challenges, the company is enhancing its global supply chain strategy, emphasizing local procurement and backup supply from Thailand and Canada [4][6] Group 3: Future Outlook - The company aims to evolve into a full-value chain operator for star chain semi-trailers, leveraging initiatives like the "Star Chain Plan" and "Heroic Rise Plan" to explore value across all segments [6] - The focus for growth opportunities is on the unified national market and global southern markets, with plans to deepen the "good horse with good saddle" business model and become a preferred partner for new energy heavy-duty truck chassis [6]