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车载紧急呼叫系统(eCall)
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慧翰股份(301600) - 2025年11月10日投资者关系活动记录表
2025-11-11 09:30
Group 1: Company Achievements and Certifications - The company became the first in the world to pass the national standard AECS certification test for in-vehicle emergency call systems on September 30, 2025, at the China Automotive Research Center [2][4] - The national standard AECS will be mandatory from July 1, 2027, requiring all cars sold in China to comply, creating a stable demand of nearly 30 million units annually [4][6] - The company has accumulated extensive experience in eCall certification and project management since 2013, participating in the early stages of EU eCall regulation development [5][6] Group 2: Technical and Market Insights - eCall systems are critical for road rescue, significantly improving the timeliness of accident response and reducing casualty rates, with higher technical requirements compared to ETC systems [4][5] - eCall is a regulatory requirement with a stable market demand, while ETC is a policy-encouraged product with more variable demand [4][5] - The company’s eCall products have a competitive edge due to their early market entry and comprehensive certification across various regions, including the EU and the Middle East [6][8] Group 3: Production and Capacity Planning - The company has established a flexible production line capable of meeting automotive-grade product requirements, ensuring efficient R&D and production processes [6][7] - Collaboration with external manufacturers for non-core components allows the company to scale production according to market demands while maintaining quality control [7][8] Group 4: Research and Development Strategy - The company emphasizes forward-looking R&D, with a steady increase in R&D expenses, focusing on new technologies and product upgrades based on industry trends and customer needs [9][10] - A platform-based and modular design approach enables rapid product development and customization to meet diverse customer requirements [9][10] Group 5: Future Strategic Planning - The company plans to leverage its digital energy management solutions to penetrate the energy market, enhancing competitiveness in battery and energy device sectors [10][11] - Future strategies include scaling the application of 5G-V2X technology, entering the unmanned logistics vehicle sector, and supporting domestic and international automotive manufacturers in meeting safety standards [10][11]