Core Viewpoint - Huayang Group held an online performance briefing on September 19, 2025, addressing investor concerns and highlighting the company's market position and future growth strategies [1] Group 1: Investor Relations Activity - The performance briefing took place from 2 PM to 5 PM on September 19, 2025, via the Panoramic Network's investor relations platform [1] - Key personnel present included Chairman and President Zou Ganrong, Independent Director Feng Guocan, Financial Officer Peng Zibin, and Board Secretary Li Cuicui [1] Group 2: Business Performance and Strategy - Huayang Group emphasized its leading market share in certain product lines, attributing this to advanced technology and cost competitiveness [1] - The company acknowledged the impact of various factors on its stock price, committing to improving performance [1] - The subsidiary Guokexiang focuses on high-speed optical chips and modules, catering to AI computing center needs, but does not engage in CPO or silicon carbide businesses [1] Group 3: New Business Developments - The company is advancing its robotics-related components and is in discussions with leading robotics firms [1] - Huayang Group is increasing investments in high-speed optical communication module components and exploring new business opportunities beyond automotive [1] - The company maintains an open attitude towards learning from successful enterprises, including discussions with Shenghong Technology [1] Group 4: Growth Expectations - A significant increase in production and sales is anticipated starting in the third quarter, with expectations of high growth rates in the latter half of the year [1] - The company has multiple ongoing projects for its VPD products, with a high growth rate in new orders this year, including collaborations with various domestic and international automotive companies [1] - Huayang Multimedia's net profit dropped by 70% year-on-year in the first half of the year due to price declines and increased R&D costs from factory relocation, but profitability is recovering quickly [1] Group 5: International Collaborations - The company has secured numerous new projects with international clients such as Ford, VINFAST, Stellantis, and SCANIA, entering mass production this year [1] - Huayang Group is advancing its humanoid robot-related business, leveraging its strong technical foundation in software, hardware, optics, and algorithms [1]