经纬恒润(688326) - 经纬恒润投资者关系活动记录表（2024年三季度业绩说明会）

Group 1: Market Competition and Strategy - The domestic vehicle market is expected to remain highly competitive next year, with the company facing challenges from price reductions passed down from automakers [3] - The company aims to increase the proportion of overseas business revenue to between 20% and 30% by next year, with a long-term goal of reaching 30% [3] - The company is enhancing its investment in pre-sales and R&D in Europe and North America, and plans to shift some North American projects to its Malaysian factory for production [3] Group 2: Project Management and Cost Control - The company will be more cautious in project collaborations, particularly regarding projects with lower profit margins [4] - The annual reduction in revenue includes two components: agreements made at project initiation and additional support requested by clients based on competitive conditions [4] - Measures are being taken to reduce supply chain costs, including direct price reductions from suppliers and optimization of solutions, such as introducing domestic chips and materials [4] Group 3: Upcoming Production Projects - Key projects expected to begin mass production next year include the EyeQ6L solution, the urban NOA project based on the Huitian 500T chip, and multiple new models for regional controller products [5] - The company anticipates mass production of BMS and multi-in-one products in the new energy and power system sectors, along with the Stellantis VCU product [5] Group 4: Business Model Expansion - The company plans to continue its business deployment in port scenarios and expand into urban freight transport, leveraging its experience in closed parks [6] - The company is also testing a passenger micro-bus project in urban areas, utilizing vehicle-road-cloud technology accumulated over the years [6] - Future technical integration will enhance the company's technology system and research efficiency by combining automotive electronic products with vehicle-road-cloud technology [6] Group 5: R&D Service Growth - The company is confident in profit growth from R&D services next year, with an expected increase in revenue from lightweight software and tools due to higher acceptance of domestic tools [6] - There is growing interest from foreign OEMs in domestic consulting services and supply chains, leading to potential increases in overseas customer demand and orders [6] - The overall proportion of lightweight consulting and software business is expected to further increase [6]