Tongda Electric(603390)2024-10-16 10:07Group 1: Market Expansion and Sales Performance - The company has increased efforts to expand into the overseas bus market, with a focus on establishing direct export business and partnerships with local vehicle manufacturers. In the first half of 2024, direct export revenue accounted for approximately 0.74% of the company's main business income, showing a 190% increase compared to the same period last year [3][4]. - In the first half of 2024, the company gained supplier qualification from two commercial vehicle manufacturers, which is expected to positively impact revenue growth [4]. Group 2: Policy Impact and Market Demand - New energy subsidy policies issued in July 2024 are expected to positively influence downstream market demand, thereby promoting product sales for the company [4]. - The company is actively developing a new business model in the mobile medical sector, leveraging its experience in mobile medical vehicle design [4]. Group 3: Technological Development and Data Services - The company is enhancing its smart traffic management cloud platform by integrating data processing and display modules to better respond to customer needs [5]. - There are ongoing efforts to expand the application platform for regulatory departments, indicating a strategic focus on data services for various stakeholders [5].