今年的汽车市场，充斥了太多的变数，企业间的对搏甚至都将生死放在了最前面。但总的来说，随着大量投机分子停摆或被市场淘汰，中国车市的整体格 局还是确定的。无非是比亚迪、吉利、长城、奇瑞这几家，带着"蔚小理零"一同耕耘市场。 但神奇的是，中国车市"不安分"的特征似乎是注定的。当你以为玩家就那么几个的时候，有意思的东西总会莫名出现。 这周，就有消息透露，据一份新威马汽车致供应商的白皮书显示，新威马汽车投资人深圳翔飞汽车销售公司披露了威马的复产规划和未来发展，将通过对 老客户置换新车，网约车采购，出海等策略打开局面。同时，翔飞公司还表示，新威马已经得到了地方政府的支持。而根据现状，新威马还给出了新的时 刻表。 2025年9月复产EX5和E.5车型，确保年产销1万台，争取实现产销2万台；同时海外破局，布局泰国KD工厂，开拓东南亚及中东市场。2026年量产 10 万 台；2027年-2028年，要实现年销量跃升从25万台到40万台；同时高阶辅助驾驶车型量产，通过AI赋能研发、生产、营销全链条，并且在这一阶段要启动 IPO筹备；从2029年起，新威马计划在2030年产量挑战100万台，营收1200亿，构造智慧出行生态圈，成为 ...

证券代码：300825 证券简称：阿尔特 2023年以来，公司大力推进"技术+供应链"出海战略，目前已在全球设立七 个研发中心，重点布局日本、东南亚、中东等地区市场，能够为国际客户提供 研发设计、产线设计、技术授权、核心零部件等多种产品和服务。目前公司已 启动与国际大型汽车集团的合作，并深度赋能全球知名企业向汽车领域转型。 同时，公司将AI能力融入设计业务，提出AI赋能汽车研发设计战略，目前 已将AI大模型和数字化研发工具等新技术应用到造型、工程、仿真建模分析测 试、性能开发、试验等研发业务链的多个环节。未来以"汽车用户价值—属性 大模型"为核心，推出一系列AI工具、垂类模型和智能体的产品，形成 AI 工 业设计平台，推动汽车开发效率提升。此外，针对机器人等新兴领域，公司积 极进行布局，已于2025年5月成立了控股子公司阿尔瑞特，未来将作为公司机器 人业务主体，通过构建"一核心+四大平台"精准聚焦智能机器人行业痛点。目 前，公司AI及机器人业务产生的收入较小，对公司财务影响有限。 二、 交流互动环节 参会的各位投资者就各自关心的问题与公司进行了交流互动，主要探讨了 以下问题： 阿尔特汽车技术股份有限公司 投资 ...

Core Viewpoint - The company, Altr, has signed a technology development contract with a globally recognized client (referred to as "Client Z") for the research and development of a new energy vehicle project, with a contract value of approximately 214 million yuan excluding tax [1] Group 1: Contract and Financial Impact - The contract with Client Z is expected to positively impact the company's operating performance for the current year, with specific amounts to be confirmed by the annual audit [1] - In 2024, a similar transaction with Client Z is projected to amount to 9.751 million yuan, accounting for 1.2% of the company's revenue from new energy vehicle design [1] Group 2: Business Overview - Altr is the only independent automotive design company in A-shares, specializing in full-process R&D of vehicles and platforms, as well as core component development [2] - The company has developed nearly 500 vehicle models for over 80 domestic and international clients, including notable brands such as Li Auto and Hongqi [2] Group 3: International Expansion - Altr has shifted its focus towards overseas markets, achieving 111 million yuan in foreign revenue in 2024, a year-on-year increase of 188.89%, representing 11.4% of total revenue [2] - The company's overseas strategy began in Japan and has expanded to Southeast Asia, the Middle East, Europe, and the Americas, with branches established in multiple global markets [2] Group 4: Recent Orders and Innovations - Altr has recently secured several overseas orders, including a contract worth 470 million yuan with AIM Corporation for vehicle production and a contract worth 6.8 billion yen for EV conversion kits from DOSHIN Holdings [3] - The company is implementing an AI-enabled automotive R&D design strategy, with innovative applications such as intelligent rendering systems and AI-assisted project management tools [3]

Group 1: AI Empowerment and Innovation - The company has integrated AI technologies into various stages of automotive design and development, including intelligent generation of visual effects, aerodynamic coefficient prediction, and automated component generation [2][5]. - The AI-powered automotive design product "TAI" was officially launched in March 2025, aimed at enhancing automotive design efficiency [5][6]. - Future plans include developing a series of AI tools and models to create an AI industrial design platform, enhancing the overall automotive design process [5][6]. Group 2: Financial Performance and Challenges - In 2024, the company reported a net loss of -132.85 million CNY, primarily due to low profit margins on existing orders and significant R&D investments [3][4]. - The company aims to achieve profitability in 2025 by focusing on high-quality supply for existing clients and expanding its overseas market presence [4][16]. - The overseas revenue for 2024 was 111.06 million CNY, accounting for 11.4% of total revenue, reflecting a year-on-year growth of 188.89% [4][16]. Group 3: Overseas Expansion Strategy - The company is actively expanding into international markets, particularly in Japan, the Middle East, and Eastern Europe, with a focus on providing integrated design and engineering services [3][16]. - A significant contract worth 470 million CNY was signed with Japan's AIM for vehicle manufacturing and export, indicating strong international partnerships [16][17]. - The company plans to leverage its "technology + supply chain" strategy to facilitate overseas business operations and meet the growing demand for electric vehicles globally [3][16]. Group 4: Robotics and Future Developments - The company is exploring applications of robotics in various sectors, including underwater cleaning and industrial automation, while developing an integrated design and simulation platform for robotics [15][23]. - Current robotics initiatives are in the early stages, with ongoing efforts to align automotive R&D capabilities with robotics development [15][23]. - The company aims to enhance its technological capabilities in robotics, focusing on AI-driven design and simulation processes [15][23]. Group 5: Market Position and Competitive Landscape - The company is recognized as the only independent automotive design firm listed on the A-share market, with a strong emphasis on technological innovation and R&D [24][36]. - It has established partnerships with over 80 domestic and international clients, developing nearly 500 vehicle models across various categories [24][36]. - The company holds 1,917 patents, with a notable increase in invention patents, positioning it as a leader in the automotive design industry [24][36].