民生证券研报指出，德赛西威25Q2盈利高增，国际化战略持续深化。公司核心业务板块增长强劲，不 断推动产品技术革新。深化国际化战略构建生态协同。2025H1公司境外销售收入达10.38亿元，同比增 长36.82%。2025年5月，公司在印尼地区开始贡献产能；2025年6月，墨西哥蒙特雷工厂首个量产项目 诞生，为美洲市场提供了更高效的本地化服务保障；西班牙智能工厂预计将于2026年开始量产，为欧洲 地区提供智能座舱、辅助驾驶领域的系列前沿智能化产品。智能座舱产品受益大屏多屏趋势及新客户拓 展，智能驾驶产品覆盖L2、L3及以上级别，看好智能变革机遇下公司长期成长。维持"推荐"评级。 ...

Group 1 - The core viewpoint emphasizes that traditional consumer goods can learn from the technology sector's mindset to achieve breakthrough growth through rapid iteration, quantitative expression, and organizational innovation [1][2] - The speed of information flow and changes in consumer demand are unprecedented, making the technology sector's high-frequency iteration and transparent communication essential to adapt to these changes [1] - Three key experiences from the technology industry that traditional sectors should adopt include establishing a high-frequency iteration mechanism, utilizing quantitative expression to enhance product transparency, and restructuring organizational frameworks for agile operations [1] Group 2 - The integration of technology industry efficiency into the century-old consumer goods sector can lead to explosive growth, even in traditional businesses [2]