Core Viewpoint - The company Siwei Tuxin (stock code: 002405) has successfully completed a significant investment in Jianzhihui Robot, enhancing its performance with an estimated investment income of approximately 1.5 billion RMB, positioning Jianzhihui as a core platform for its intelligent driving business [2]. Group 1: Investment and Financial Impact - Siwei Tuxin invested 250 million RMB and acquired 100% equity of Tuxin Zhijia to subscribe for shares in Jianzhihui Robot, becoming its largest shareholder with a 39.14% stake [2]. - The investment is expected to increase Siwei Tuxin's consolidated investment income by approximately 1.5 billion RMB, significantly boosting the company's financial performance [2]. Group 2: Product Development and Offerings - Jianzhihui has developed a product matrix covering low, medium, and high-level intelligent driving solutions, including: - Low-level solution: PhiGo Lite based on Horizon Journey® 3, with orders from leading automotive companies and upcoming global deliveries [3]. - Medium-level solution: PhiGo Pro based on Journey® 6E, already scaling production across various vehicle models and price ranges, with plans to extend to models under 100,000 RMB [3]. - High-level solution: PhiGo Max based on Journey® 6P, expected to enter mass production in 2026 [3]. Group 3: Technological Advancements - Jianzhihui demonstrates significant technological advantages, including the industry's first mass-produced BEV and OCC perception paradigms, and has achieved top rankings in the nuScenes evaluation [4]. - The company has shipped over 1.3 million intelligent driving solutions, showcasing its expertise in algorithm engineering and cost control in hardware BOM [4]. Group 4: Order Backlog and Market Position - Jianzhihui has a robust order backlog with 6.8 million sets of intelligent driving solutions secured, covering over 20 mainstream automotive companies and 100 vehicle models [5]. - Some orders have already entered the mass production phase, which is expected to gradually release revenue and support the company's long-term growth [5]. Group 5: Business Synergy and Data Compliance - Siwei Tuxin is also advancing in the vehicle-road-cloud sector, having won bids for high-level autonomous driving demonstration projects in various cities [6]. - The company has established a comprehensive data security risk prevention system, ensuring data compliance and safety, and is collaborating with major cloud service providers to form a global data compliance ecosystem [7].

1 以千元级系统成本实现"行泊性价比方案样板"，同时满足车 企全方位的出海需求，目前已获国内外多个头部车企的量产 订单，将实现全球首批规模交付；基于征程®6E 的中阶高 速 NOA 方案 PhiGo Pro，已在多个车企、不同价格区间、 多种动力形式的车型上实现"规模放量"，并将逐步下探落地 至 10 万元以内车型；基于征程®6P 的端到端全域城区方案 PhiGo Max，已和战略伙伴深度共建合作，将于 2026 年正 式量产。 3. 新鉴智具有哪些技术能力 公司具有业内首发量产级 BEV 及 OCC 感知范式的原 创能力，并荣获 nuScenes 权威评测集排名第一。公司自主 研发的 OmniNWM 全知驾驶导航世界模型在视频生成质 量、控制精度、长时稳定性上达到 SOTA 行业领先，显著 提升在复杂驾驶场景下的鲁棒性和泛化能力。公司具有丰富 的算法落地经验，累计出货超 130 万套，算法工程化能力行 业领先，在硬件 BOM 成本和算法在不同芯片平台的迁移等 研发周期上具有行业优势。 4. 公司后续的智驾业务落地模式 北京四维图新科技股份有限公司 投资者关系活动记录表 编号：2026-01 | | √特定对 ...

Group 1: Investment Overview - Four-dimensional Map Technology Co., Ltd. invested 250 million RMB to acquire 39.14% of Intelligent Robot, becoming its largest shareholder [1] - The investment is expected to increase the consolidated investment income by approximately 1.5 billion RMB [1] - The investment was successfully completed on December 10, 2025 [1] Group 2: Product Offerings - Intelligent Robot offers a differentiated product matrix ranging from low to high-level autonomous driving solutions [2] - Key products include PhiGo Pro, PhiGo Pro+, and PhiGo Max, with capabilities such as full coverage in urban and highway scenarios and support for city NOA functions [1][2] - PhiGo Max features over 1000 Tops of computing power and is designed for future upgrades to Level 3 autonomy [1] Group 3: Technical Capabilities - The company has original capabilities in mass production-level BEV and OCC perception paradigms, ranking first in the nuScenes evaluation [2] - The OmniNWM technology significantly enhances video generation quality, control precision, and long-term stability, improving robustness in complex driving scenarios [2] - The company has shipped over 1.3 million units, showcasing its leading algorithm engineering capabilities [2] Group 4: Business Strategy and Orders - The company aims to focus on automotive intelligence, striving to become an industry leader with a dual-platform development and production capability [2] - Current orders span low, medium, and high-level products, with clients including top international car manufacturers and luxury brands [2] - Revenue from these orders is expected to improve as production progresses [2] Group 5: Vehicle-to-Everything (V2X) Developments - The company is one of the earliest players in the V2X industry in China, with significant technical reserves and experience [2] - It has won bids for projects in high-level autonomous driving demonstration zones, including the provision of intelligent perception equipment [2] - Ongoing projects are advancing in multiple cities, including Beijing, Changchun, and Jinan [2]