（文章来源：证券日报） 证券日报网讯北路智控11月12日在互动平台回答投资者提问时表示，公司目前无并购重组驰田汽车的相 关计划。在无人驾驶领域，公司当前业务核心聚焦于地下矿山特定应用场景。经过持续的研发创新与技 术积累，目前已形成涵盖智能驾驶系统、线控系统、智能调度系统及云控平台的智能驾驶核心产品体 系。根据公司2025年7月21日发布的公告，公司计划投资6亿元建设矿山智能驾驶产业化基地项目，重点 推进矿山智能驾驶相关产品的研发升级及批量化生产。该项目的实施，将有助于进一步强化公司的核心 技术能力，加快智能驾驶业务的市场拓展与产业化进程。公司始终对符合战略方向的合作与投资机会保 持开放态度，相关进展请以公司公告为准。 ...

Core Viewpoint - The company has no plans for mergers or acquisitions related to Chitian Automotive and is currently focused on specific applications in underground mining within the autonomous driving sector [1] Group 1: Business Focus - The company's core business in the autonomous driving field is concentrated on specific applications in underground mining [1] - The company has developed a core product system for intelligent driving, which includes intelligent driving systems, drive-by-wire systems, intelligent scheduling systems, and cloud control platforms [1] Group 2: Investment and Development Plans - The company plans to invest 600 million yuan to establish a mining intelligent driving industrialization base project, aimed at advancing the research and development and mass production of mining intelligent driving-related products [1] - The implementation of this project is expected to enhance the company's core technological capabilities and accelerate the market expansion and industrialization process of its intelligent driving business [1]

Core Viewpoint - The company has no plans for a merger or acquisition involving Chitian Automobile, focusing instead on its core business in the autonomous driving sector, particularly in underground mining applications [2]. Group 1: Company Plans and Investments - The company is currently concentrating on specific applications in underground mining for its autonomous driving business [2]. - A significant investment of 600 million yuan is planned for the construction of an industrialization base for mining intelligent driving products, aimed at enhancing R&D and mass production [2]. - The implementation of this project is expected to strengthen the company's core technological capabilities and accelerate market expansion and industrialization of its intelligent driving business [2]. Group 2: Technology and Product Development - The company has developed a core product system for intelligent driving, which includes intelligent driving systems, drive-by-wire systems, intelligent scheduling systems, and cloud control platforms [2]. - Continuous R&D innovation and technological accumulation have led to the formation of this comprehensive product system [2].

Core Viewpoint - The company is focusing its business layout in the field of autonomous driving specifically on underground mining applications, which differ significantly from open-pit mining and other ground autonomous driving applications in terms of qualification requirements, operating environment, product ecosystem, and technical standards [1] Group 1 - The company emphasizes high-tech innovation and independent research and development [1] - The company has developed a core product system for intelligent driving, which includes intelligent driving systems, drive-by-wire systems, intelligent scheduling systems, and cloud control platforms [1]

Core Viewpoint - Daiwa has released a report indicating that NEXTEER (01316) has consistently reduced costs and improved profit margins over the past few years, benefiting from these changes since the second half of last year, with expectations for continued improvement in the company's profitability [1] Group 1: Financial Performance - Daiwa has reiterated a "Outperform" rating for NEXTEER, raising the target price from HKD 6.8 to HKD 7 [1] - The firm has also increased its earnings per share estimates for the years 2026 to 2027 by 7% to 9% to reflect better-than-expected profit margins [1] Group 2: Business Development - The report highlights that NEXTEER has integrated steer-by-wire, rear wheel steer, and related software into vehicle control systems, securing multiple orders in the first half of this year [1] - The company anticipates total orders for this year to reach USD 5 billion, with USD 1.5 billion in orders already secured in the first half and an expectation of an additional USD 3.5 billion in the second half [1]

Group 1: Company Overview and R&D Strength - The company is recognized as a national-level specialized and innovative "little giant" enterprise and a national high-tech enterprise, with CMMI5 certification [1] - R&D expenses for 2024 reached 137.56 million yuan, accounting for 12.18% of revenue, with a compound annual growth rate of 37.35% over the past three years [1] - The company employs 348 high-quality R&D personnel, representing 35.22% of the total workforce, with significant expertise in the mining information technology sector [1] Group 2: Product Development and Market Position - The company has developed a comprehensive product system covering perception, transmission, intelligent applications, and decision-making layers, positioning itself as a leading smart mining enterprise in China [2] - The company ranked second among the top 20 information technology companies in the coal industry in 2024 [2] Group 3: Unmanned Driving and Industrial Internet Expansion - The company is advancing its unmanned driving software systems, with a pilot project valued at approximately 15 million yuan completed by the end of 2024 [3] - The company is expanding into non-coal mining and chemical sectors, with ongoing development of products like the "Industrial Internet + Hazardous Chemical Safety Control" platform [4] Group 4: Investment Strategy and Returns - The company has invested in four firms focused on the industrial internet, including XiDi Zhijia Technology Co., Ltd., which is preparing for a Hong Kong IPO [5][6] Group 5: AI and New Technology Applications - AI large models are gradually being applied in mining, with the company having invested in AI research for five years, resulting in effective applications in the field [7] - The company is exploring innovative solutions to enhance the intelligence level of the mining industry [7] Group 6: Financial Performance and Growth Prospects - In 2024, the company reported revenue of 1.129 billion yuan, a year-on-year increase of 12.05%, with a net profit of 201.21 million yuan [8] - The company aims to deepen its focus on industrial internet and smart mining, leveraging core technologies to create a comprehensive intelligent ecosystem [9][10]