据东软集团介绍，公司作为软件定义汽车时代车企创新的核心合作伙伴和产业变革的赋能者，在汽车电 子业务领域已拥有三十余年的经验与积累，为全球车企提供智能座舱域控制器、IVI车载信息娱乐系 统、智能通讯等系列产品，车载量产业务已覆盖绝大多数国内车厂以及众多的国际车厂和合资车厂。 2024年，公司凭借高通8295座舱全球首个量产供货以及在银河E8等车型连续落地的领先优势，位居"高 阶智能座舱域控平台中国本土供应商竞争力"榜单首位。 东软集团（600718）11月19日晚公告，公司近日收到国内某知名大型汽车厂商（限于保密条款，无法披 露其具体名称，以下简称"汽车厂商"）的定点通知，选择东软集团作为其指定供应商，为其供应智能座 舱域控制器。 值得一提的是，东软集团此前曾于2025年9月19日公告，公司收到国内某知名大型汽车厂商的定点通 知，选择东软集团作为其指定供应商，为其供应智能座舱域控制器。根据该汽车厂商的规划，上述产品 将应用于其搭载高通8397平台的多款车型，预计自2026年第四季度起陆续量产上市，预计生命周期约为 4年；在上述车型生命周期内，预计公司将为其供应智能座舱域控制器涉及总金额约56亿元人民币。 根据该 ...

Core Viewpoint - Neusoft Corporation reported a revenue increase of 9.08% year-on-year for the first half of 2025, but net profit attributable to shareholders decreased by 42.75%, indicating challenges in profitability despite revenue growth [3][4][12]. Financial Performance - Total revenue for the first half of 2025 reached 4.69 billion RMB, compared to 4.30 billion RMB in the same period last year [3]. - Total profit for the period was 87.36 million RMB, down 27% from 119.67 million RMB year-on-year [3]. - Net profit attributable to shareholders was 56.27 million RMB, a decline of 42.75% from 98.28 million RMB [3]. - The company reported a net cash flow from operating activities of -375.55 million RMB, indicating increased operational costs [3]. Business Overview - Neusoft is a leading global information technology company, focusing on digital transformation across various sectors, including healthcare, smart automotive, and smart cities [12]. - The company has seen a significant increase in new contracts, particularly in AI applications, with a 50% year-on-year growth in AI-related contracts [12][14]. - In the healthcare sector, Neusoft maintains a leading market share in medical insurance information systems and has signed nearly 20 major healthcare projects in the first half of 2025 [12][14]. Industry Trends - The Chinese automotive industry experienced a 10.4% increase in production and sales in the first half of 2025, highlighting the growing competitiveness of domestic brands [11]. - The government is promoting the integration of AI technology in various sectors, which is expected to drive innovation and application in the industry [8][9]. - Neusoft's strategic focus on AI and data-driven solutions aligns with national policies aimed at enhancing digital economy development [8][9]. Strategic Initiatives - Neusoft is actively enhancing its AI capabilities and expanding its product offerings in the healthcare sector, including the launch of new AI-driven platforms and solutions [12][16]. - The company has established partnerships with major automotive manufacturers to enhance its smart automotive solutions, resulting in a 50% increase in smart cockpit product orders [12][14]. - Neusoft is also involved in various projects aimed at improving public health information systems and enhancing the efficiency of healthcare services across multiple provinces [12][17].

Core Insights - The automotive industry is undergoing significant transformation driven by software-defined vehicles and AI integration, focusing on user experience rather than just functionality [2][3][4] Group 1: Eastsoft's Innovations - Eastsoft Group launched three major product matrices at the Shanghai Auto Show, including the A³ cabin parking product platform, NeuMind empowerment body, and OneCoreGo® global in-car intelligent travel solution 6.0, marking a key step in promoting smart travel and aligning with the AI development trend [3][4] - The A³ cabin parking product platform integrates multiple functions into a single chip, reducing hardware costs and enhancing software iteration efficiency, thus addressing the fragmentation issues in traditional automotive electronic architectures [4][5] - The NeuMind empowerment body serves as an AI brain, enabling rapid deployment of intelligent applications and seamless upgrades, thus providing a full-stack intelligent solution for automakers [7][8] Group 2: Market Impact and Trends - The A³ cabin parking platform resolves two major contradictions in the automotive industry's smart transformation: high development costs and the need for rapid feature iteration, as well as the challenge of upgrading user experience while ensuring technology accessibility [5][6] - The OneCoreGo® 6.0 solution enhances the in-car ecosystem by integrating navigation, payment, and interaction capabilities, facilitating the globalization of Chinese automotive brands [9][10] - Eastsoft has established a global product R&D and delivery network centered in China, Germany, the USA, Japan, and Malaysia, serving over 50 well-known automotive manufacturers and applying its products in more than 100 countries [10]

Core Insights - The automotive industry is undergoing significant transformation driven by AI technology, which is reshaping user experiences and the entire industry structure [3][5][10] - Neusoft Group has introduced three major product matrices at the 2025 Shanghai International Auto Show, marking a critical step in advancing smart mobility [2][7] Neusoft A³ Cabin and Parking Product Platform - The A³ platform integrates cockpit, instrument, driving, and parking functionalities into a single chip, reducing hardware costs and enhancing software iteration efficiency [5][7] - It supports independent deployment of multi-domain functions, allowing for flexible cockpit interaction and driving assistance [5][7] - The platform aims to address high development costs and the need for rapid feature iteration, providing a cost-effective smart mobility solution for automakers [7] NeuMind Empowerment Body - The NeuMind empowerment body integrates key modules such as smart cockpit, intelligent driving assistance, and vehicle networking, enabling millisecond-level real-time responses [8][10] - It features proprietary AI middleware and development toolchains for rapid iteration and OTA upgrades, acting as an "AI brain" for automotive applications [8][10] - This solution lowers the technical barriers and costs for automakers, fostering closer collaboration between automakers and suppliers [10] OneCoreGo® Global In-Vehicle Intelligent Mobility Solution - The OneCoreGo® 6.0 solution represents a leap from single-function upgrades to an ecosystem-level intelligent mobility platform, enhancing the overall travel experience [11][13] - It includes new features such as One Pay and One Mate, enabling a comprehensive upgrade of navigation, payment, and interaction capabilities [11][13] - Neusoft's global product development network supports over 1,800 vehicle models across more than 100 countries, facilitating the adaptation of Chinese automotive brands to international markets [13]