Desay SV(SZ:002920)2024-07-26 10:44Group 1: Product Development and Market Position - The third-generation high-performance smart cockpit products are the main growth driver for the smart cockpit business, already in mass production for clients like Ideal Auto and Chery [3] - The fourth-generation cockpit products have also secured new project orders from clients including Ideal Auto and Geely [3] - The high-performance smart driving domain control platform has entered mass production for several automakers, including Ideal Auto and Xpeng [3] Group 2: Sensor and T-Box Business - The sensor and T-Box products are crucial components of the full-stack smart driving solution, with the company achieving market leadership in these areas [4] - In 2023, the supply scale of cameras and T-Box products continued to increase, breaking into mainstream Japanese joint ventures [4] - New project orders for millimeter-wave radar have been secured from clients such as GAC Aion and FAW Hongqi [4] Group 3: International Expansion - The company has accelerated its internationalization efforts, establishing a global service system to penetrate major automotive markets [4] - In 2023, the company gained new project orders from clients like AUDI, TATA MOTORS, and PACCAR, covering markets in Europe, Southeast Asia, Japan, and North America [4] - The client base has become more diverse and balanced with the expansion into international markets [4]