Core Insights - The company announced that its partner, DeepMind AOS, has completed static samples of an AI inference chip, with plans for tape-out in Q1 2026 [1] - Target customers for the chip include automotive manufacturers, robotics companies, and large model integrated machine manufacturers [1] - The company will exclusively manufacture and sell the chip's board, aiming for market launch by mid-2026 [1] - A joint R&D center for embodied intelligent perception has been established with Zhejiang University to explore a collaborative model among the three parties, creating a closed-loop industry chain from chip design to end-side applications [1]

Group 1: Company Performance - In Q3 2025, the company achieved a revenue of 3.02 billion yuan, representing a year-on-year growth of 19.97% [2] - The net profit for the same period was 32.34 million yuan, with a year-on-year increase of 33.65%, indicating that net profit growth significantly outpaced revenue growth [2] Group 2: Business Strategy and Market Position - The company has optimized its revenue structure, focusing on high-margin products such as sensors and commercial vehicle sales, which have shown stable growth [2] - The company has established production bases in China, the US, Europe, and Thailand to adapt to international trade policy changes, particularly in response to the recent trade agreement between the US and Thailand [2] Group 3: Technological Development - The company is collaborating with partners to develop reasoning chips, with plans to begin market rollout in Q1 2026 [2] - A joint research center has been established with Zhejiang University to enhance the development of embodied intelligence applications [2] Group 4: Competitive Advantage - The company's products have a higher gross margin compared to competitors like Baolong Technology, primarily due to its focus on the aftermarket with programmable sensors that cover over 95% of global vehicle models [2]