经纬恒润(688326) - 经纬恒润投资者关系活动记录表（2024年7月2日）

Group 1: Customer Expansion Strategy - The company typically starts by entering a client's supply chain with one product and gradually expands to other product categories or vehicle models, exemplified by its deepening partnership with Geely [3] - The company is actively expanding into overseas markets, with targeted clients including Stellantis, HI-LEX, Navistar, MAN, BorgWarner, Infineon, and Schaeffler [3] - As the Chinese smart electric vehicle market rises, overseas Tier 1 suppliers are also transforming, leading to increased collaboration opportunities in electronic product development [3] Group 2: ADAS Product Advantages - The company's ADAS products for export vehicles primarily utilize Mobileye chip solutions, which are crucial for meeting overseas environmental and testing requirements [4] - Clients must consider whether the algorithms can support overseas conditions and pass European testing and evaluations [4] Group 3: Future Plans for Vehicle-Road Collaboration - The company plans to leverage its experience from closed-port scenarios to gradually expand into open-road operations, with two main strategies: conducting L4 level public road operations and testing [4][5] - The company aims to balance investment and output by selectively installing vehicle-road collaboration equipment at high-risk points rather than deploying it along entire roads [4] - For widely constructed local projects, the company may act as a technology product service provider or component supplier [5]