Group 1 - ECARX was awarded the title of "Most Investable Company" at the 10th Capital Market Annual Conference, recognizing its achievements in profitability and global market presence [1][5] - The conference gathered nearly a thousand companies and top financial institutions, focusing on the performance of technology companies and long-term investment value [3] - The theme of the conference was "Winning the Hong Kong Stock Surge: Bullish on the East 2026," emphasizing new patterns in technology company profitability [3] Group 2 - ECARX achieved a revenue of $219.9 million in Q3 2025, representing an 11% year-over-year increase and a 41% quarter-over-quarter surge, with a gross profit of $47.6 million, up 39% year-over-year [5] - The company has established strategic partnerships with major clients like Volkswagen Group, enhancing its growth potential and market validation [7] - ECARX's compliance certifications and patent system enable it to meet global market regulations, laying a solid foundation for value release [7]

Core Viewpoint - The automotive industry is undergoing a significant transformation towards electrification and intelligence, with key technology suppliers like ECX.US playing a crucial role in shaping industry trends and demonstrating their core value within the supply chain [1][3]. Financial Performance - In Q2 2025, ECX.US reported total revenue of $156 million, with management expressing confidence in achieving EBITDA breakeven and nearly 20% revenue growth for the full year [1]. - Operating expenses decreased by 20% year-over-year, reflecting the company's commitment to lean operations and cost efficiency [1]. Business Growth and Market Position - The company shipped 532,000 units in Q2, with the Antora® series achieving a 112% year-over-year increase in shipments [2]. - By the end of June 2025, the total number of vehicles equipped with ECX.US technology exceeded 9.3 million, showcasing the ongoing scale effect [2]. - The company secured multiple project contracts, including overseas projects valued at over $1 billion, indicating strong international market expansion and recognition of its technological capabilities [2]. Industry Trends - The global automotive industry is experiencing a dual trend of electrification and intelligence, with new energy vehicle sales reaching 4.868 million units in Q2 2025, a 30% year-over-year increase [3]. - The competition in the new energy vehicle market is shifting from merely replacing traditional fuel vehicles to defining product strength through intelligence, emphasizing the need for integrated hardware and software solutions [3][4]. Globalization Strategy - ECX.US is actively pursuing a dual globalization strategy, both following Chinese automakers abroad and directly entering high-end global markets [7][8]. - The company plans to establish a global headquarters in Singapore in the second half of 2025, enhancing its international business capabilities and compliance [8]. Technological Innovation - ECX.US is focused on upgrading its technology to support the automotive industry's shift towards intelligence, with significant advancements in smart cockpit solutions [9][10]. - The company has developed a 5-in-1 solution based on its Antora 1000 platform, which can reduce vehicle development cycles by over 30% [12]. - In addition to automotive applications, ECX.US is expanding its solid-state laser radar technology into the robotics sector, tapping into a growing market projected to exceed $50 billion by 2025 [13]. Summary - ECX.US's Q2 2025 progress aligns with long-term industry trends of smart upgrades, global expansion, and cross-industry collaboration, positioning the company for sustained growth and increased market share [14].