南财智讯1月23日电，万马科技在投资者关系活动中表示，针对L4级无人驾驶对网络稳定性、时延及带 宽提出的更高要求，旗下优咔科技推出高阶网联解决方案，具备5G双卡双通（DSDA）、QoS管理与链 路备份机制（主链路中断5毫秒内切换）、与自动驾驶车队管理系统深度集成、边缘计算与5G专网协同 四大核心功能；目前公司已与百度阿波罗、哈啰、曹操出行等Robotaxi厂商，以及九识、智行者等 Robovan厂商达成合作，相关产品及服务已交付落地；同时公司具备超1,700万辆车的智能连接管理能 力，并在全球部署六大核心数据平台，支撑无人驾驶客户全球化大规模部署需求。 ...

Company Overview - Wanma Technology Co., Ltd. was established in 1997 and listed on the Shenzhen Stock Exchange's Growth Enterprise Market on August 31, 2017 [3] - The company focuses on the R&D, production, and sales of communication equipment, industrial control products, and power distribution products, and has recently entered the vehicle networking sector [3] Business Segments Communication Equipment - The product range includes data center products, mobile base station products, and optical communication products, widely used in IDC and digital communication rooms [3] - The company has successfully entered the data center market, capitalizing on rapid industry growth [3] Industrial Control Products - Offers industrial control cabinets and automation control cabinets, primarily targeting industrial enterprises and sectors like rail transportation [3] - The company has won bids for projects related to the State Grid, with a total amount reaching CNY 81.2742 million [3] Vehicle Networking - The company has developed a vehicle networking connection platform and services, enhancing its competitive edge in the sector [3] - The total number of connected vehicles in the vehicle networking business has exceeded 17 million, with over 1.1 million connections in overseas markets [5] Key Products and Solutions Integrated Ring Network Box - The new product, the integrated ring network box, is a core intelligent device for medium-voltage distribution networks, offering high integration, rapid fault handling, and low operational costs [4] High-Order Networking Solutions - The company launched a high-order networking solution to meet the demands of L4 autonomous driving, addressing issues like signal fluctuation and high latency [8] - Key features include: - 5G dual SIM dual standby for stable data transmission [9] - Quality of Service (QoS) management for prioritizing autonomous driving data [9] - Integration with autonomous vehicle fleet management systems [9] - Edge computing to reduce end-to-end latency [9] Market Expansion and Partnerships - The company has established long-term partnerships with over ten well-known automotive manufacturers, including Geely and Ideal [5] - In the autonomous driving sector, collaborations have been formed with Baidu Apollo and other notable firms [11] - The company is actively expanding its overseas vehicle networking market, having set up six core data platforms globally [12] Future Development Strategy - The company aims to optimize traditional communication and industrial control business segments while deepening its core vehicle networking operations [12] - Plans to enhance product and service systems, strengthen technical barriers, and expand into emerging applications like Robotaxi and Robovan [12] - Focus on scaling overseas business and building a diversified profit growth system [12]

Core Insights - The approval of the first batch of L3-level conditional autonomous driving vehicle permits in China marks a significant milestone for the market, indicating a new phase for intelligent connected vehicles [2] - The rapid development of the autonomous driving industry is expected to positively impact the company's connected services and autonomous driving-related businesses [1][2] Group 1: Company Developments - The company has established itself as a leading player in the vehicle networking sector, leveraging technological innovations in areas such as dedicated vehicle networks, dual SIM connectivity solutions, and AI operations [1] - The company's connected vehicle business has shown rapid growth, with revenue contribution reaching 46% in the first half of the year [2] - The company’s subsidiary, Youka Technology, has achieved over 17 million connected vehicles, with more than 1.1 million connections overseas, indicating a strong international presence [2] Group 2: Industry Trends - The commercial rollout of L3-level autonomous driving is anticipated to significantly increase the demand for network stability, bandwidth, and low latency services [2] - The recent developments in the autonomous driving sector, including Tesla's Robotaxi testing in Texas, highlight the growing momentum in the industry [1] - The company is enhancing its global business strategy through the "Connection+" plan, collaborating with major global operators to create a unified global SIM solution [2]