答:公司与小鹏汽车及小鹏汇天均有紧密合作，目前主要为小鹏汇天提供副车架，为小鹏汽车提供制动 器、副车架等相关产品。 格隆汇12月18日丨万安科技(002590.SZ)在投资者关系中表示，有被问到:请介绍下公司与小鹏的合作情 况？ ...

证券日报网12月18日讯万安科技（002590）在12月17日回答调研者提问时表示，公司与小鹏汽车及小鹏 汇天均有紧密合作，目前主要为小鹏汇天提供副车架，为小鹏汽车提供制动器、副车架等相关产品。 ...

| | 特定对象调研 □分析师会议 ☑ | | | --- | --- | --- | | 投资者关系活 | □媒体采访 □业绩说明会 | | | 动类别 | □新闻发布会 □路演活动 | | | | □现场参观 □电话会议 | | | | □其他 （请文字说明其他活动内容） | | | 参与单位名称 | 国信证券杨璐嘉，恒泰证券张浩楠，西部证券卢梦晓，中信证券傅 | | | | 俊翔，米答资产管理张高翔、陆经业，易知投资郑祥，盈怀基金韩 | | | 及人员姓名 | 洲枫，东证融汇资管曹阳，浙商证券华佳，潘含彦，李源 | | | 时间 | 2025 年 月 17 日 10:00-12:00 | 12 | | 地点 | 公司会议室 | | | 上市公司接待 | 万安集团：董事局主席陈江、副总裁周淑玲 | | | 人员姓名 | 万安科技：财务总监、董事会秘书江学芳、证券事务代表何华燕 | | | | 万安集团董事局主席陈江对公司近况做出简单介绍，公司就投资者 | | | | 提出的问题进行简单的交流： | | | | 1、问：公司三季报毛利率比去年下降是什么原因？ | | | | 答：今年国内汽车市场竞争更为激烈 ...

Group 1 - Shenzhen Yingwang Intelligent Technology Co., Ltd. applied for a patent titled "Control Method, Brake, Brake System, Vehicle, Storage Medium and Product" with publication number CN120513189A, filed on March 2023 [1] - The patent describes a brake system that includes components such as friction plates, piston cylinders, and a driving unit, which work together to enhance braking efficiency and reduce gaps between the friction plate and brake disc after braking [1] Group 2 - Shenzhen Yingwang Intelligent Technology Co., Ltd. was established in 2024 and is primarily engaged in the manufacturing of computers, communications, and other electronic devices, with a registered capital of 1 billion RMB [2] - The company has made investments in 5 enterprises, participated in 3 bidding projects, and holds 492 trademark records and 1,072 patent records [2]

Core Viewpoint - The company has initiated mass production of its line control braking products, with expected total sales of approximately 1 billion yuan over a 5-year lifecycle, starting from Q1 2026, although actual supply may vary due to several market factors [2] Group 1: Product Development and Sales - The line control braking products are projected to begin significant volume production in Q1 2026, with a total estimated sales amount of around 1 billion yuan over five years [2] - The actual supply volume may be influenced by the production schedules of automotive manufacturers, market acceptance, competition from other models, and international conditions, indicating a level of uncertainty [2] - The company aims to secure more customers and projects based on client production timelines [2] Group 2: Production Bases and Partnerships - The company has established three core production bases in Xiaoshan, Anhui Guangde, and Huzhou Anji, along with supporting production bases in Liuzhou, Guangzhou, and Changchun, while construction in Morocco is progressing [2] - The company is deepening its collaboration with Geely Auto, providing brake and automotive electronic products for Geely and Galaxy brands, with significant sales growth in recent years [2] - The company is actively expanding its business with other brands under Geely [2] Group 3: Technological Innovation - The company focuses on integrated module solutions, combining core technologies such as hub motors, electronic mechanical brakes (EMB), and steering systems to enable innovative vehicle functionalities like lateral movement and pivot steering [2] - In response to smart driving demands, the company is developing two technical routes in line control braking, One-box and Two-Box, to offer diverse system solutions [2] Group 4: Market Expansion and Financial Performance - The company is achieving gross margin growth through product structure optimization, improved process levels, and economies of scale, supported by a recovery in the domestic automotive market and the launch of international projects [3] - The company plans to continue expanding its global procurement platform for joint ventures and the independent brand market, accelerating the promotion of automotive electronic products [3] - Internal management upgrades are being implemented to address the annual decline pressures faced by automotive manufacturers [3]

Core Viewpoint - Wanxiang Qianchao is actively engaging in the automotive parts industry, focusing on R&D and manufacturing, with significant developments in robotics and a strategic acquisition plan to enhance its market position [1][2][3] Group 1: Company Overview - Wanxiang Qianchao specializes in the R&D and manufacturing of automotive components, including universal joints, drive shafts, wheel hub units, bearings, brakes, automotive electronics, shock absorbers, fuel tanks, and after-treatment systems [1] - The company primarily serves international OEMs such as Mercedes-Benz, BMW, General Motors, and Volkswagen, as well as leading domestic joint and independent brand manufacturers like BYD, FAW, SAIC, Dongfeng, Chery, and GAC [1] Group 2: Business Development and Projects - In Q1 2025, Wanxiang Qianchao plans to launch several new projects, including wheel hub bearing units for SAIC and BYD, universal joint projects for FAW Liberation and Handan Axle, and various bearing projects for other major manufacturers [1] - The company is also focusing on the robotics sector, developing bearings for humanoid and industrial robots, with an emphasis on low friction, high rigidity, and long lifespan products [2] Group 3: Strategic Initiatives - Wanxiang Qianchao is in the process of acquiring 100% of WAC, a company specializing in high-end automotive transmission and steering systems, with the transaction details still under negotiation [3] - The company has initiated collaborations with well-known enterprises for the development of Electric Brake Systems (EMB), aiming for a response time of under 100ms, although these products are still in the R&D phase [2]