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【私募调研记录】深圳领峰资产调研四维图新
Zheng Quan Zhi Xing· 2025-06-25 00:10
Group 1: Company Insights - Shenzhen Lingfeng Asset recently conducted research on the listed company Siwei Tuxin, highlighting the trend of intelligent driving equality becoming a key industry focus [1] - The company noted that mid-to-high-level assisted driving functions are gradually being integrated into lower-end models, establishing intelligent driving as a leading business segment [1] - Siwei Tuxin's data compliance business shows a clear growth trend, with AI-enhanced data loops aiding automakers in rapid algorithm iteration and optimization [1] Group 2: Product Development and Market Trends - The world model is being utilized for behavior prediction and trajectory generation, with productization aimed at OEMs and Tier 1 suppliers [1] - The company emphasized the need for intelligent driving orders to achieve certain sales volumes to realize economies of scale, alongside internal cost control and operational efficiency improvements positively impacting profitability [1] - The implementation of new national standards for two-wheeled vehicles is expected to create new market demands for Jiefa Technology's SoC cockpit products, aligning with leading automakers' overseas expansion needs [1] Group 3: Financial Projections and Growth - Jiefa Technology anticipates a revenue growth of over 12% in 2024, with an additional 3 million sets of basic driving point products and 600,000 sets of cockpit products expected to be secured by Q1 2025 [1] - The company is confident in achieving significant loss reduction by 2025, supported by the successful launch of its fifth-generation SoC product, the AC8025AE [1] - Jiefa Technology's automotive-grade MCU chip AC7870 has been successfully launched, meeting ISO 26262 ASIL-D functional safety standards, applicable across various scenarios [1]
四维图新(002405) - 002405四维图新投资者关系管理信息20250527
2025-05-27 12:02
北京四维图新科技股份有限公司 投资者关系活动记录表 编号:2025-03 | 投资者关系活动类别 | √特定对象调研 □分析师会议 | | --- | --- | | | □媒体采访 □业绩说明会 | | | □新闻发布会 □路演活动 | | | √现场参观 | | | □其他(请文字说明其他活动内容) | | 参与单位名称 | | | | 宁波银行股份有限公司,国泰海通证券,中信证券,科技部国杰 研究院,君昱资本,北京风炎私募基金管理有限公司,国中长城 | | | 资产管理公司,北京弘峰投资管理有限公司,北京凯瑞加投资管 | | | 理有限公司,泰玥众合(北京)投资管理有限公司,北京泰舜资 | | | 产管理有限公司,海南启晟科技发展有限公司,北京永颐资产管 | | | 理有限公司,浙江以太投资管理有限公司,北京积才私募基金管 | | | 理有限公司,知行利他私募基金管理(北京)有限公司,本炎投 | | | 资(北京)管理有限公司,北京恒丰金控资产管理有限公司,中 | | | 资方方,北京隆翔资产管理有限公司,北京亿鲲私募基金管理合 | | | 伙企业(有限合伙),深圳市海衍投资发展有限公司,浙江德合熙 | ...