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【私募调研记录】同犇投资调研鸿泉物联
Zheng Quan Zhi Xing· 2025-04-04 00:11
Group 1 - The core viewpoint of the news is that the commercial vehicle market, particularly in construction machinery and heavy trucks, is experiencing a year-on-year sales increase, which is expected to benefit the traditional commercial vehicle business of the company [1] - The recent policy issued by the Ministry of Transport, National Development and Reform Commission, and Ministry of Finance regarding the scrapping and updating of old operating trucks is anticipated to boost the sales of new heavy trucks, given the significant remaining stock of National IV heavy trucks [1] - The company is expanding into the passenger vehicle and two-wheeler markets, which have a larger capacity than the commercial vehicle market, providing better growth potential [1] Group 2 - The company has made significant investments in research and development, particularly in new national standard recorders, eCall systems, cockpit products, and controllers, which are now entering mass production [1] - The intelligent cockpit and controller segments are expected to see rapid growth in 2024, with an increasing number of product types and mass production projects [1] - The company has completed the development of the eCall product and has obtained the eCall certification from the UAE, as well as meeting all testing requirements for the EU E-MRK certification, with certificates expected to be issued soon [1]