CIMC VEHICLES(SZ:301039)2024-11-18 08:17Group 1: Investor Relations Activities - The company organized investor relations activities from November 11 to November 15, 2024, including headquarters research and participation in various forums [2][3]. - Key participants included major financial institutions such as CITIC Securities, Citadel, and others, indicating strong interest from analysts and investors [2][3]. Group 2: Business Impact and Industry Trends - The "Old for New" policy is expected to significantly boost the demand for semi-trailers in China, supported by substantial subsidies and the establishment of a unified national market [3][4]. - The company has implemented the "Starlink Plan" to transform its domestic semi-trailer business model, aiming to enhance production efficiency and product quality [3][4]. Group 3: Standards and Safety in Transportation - The company is actively involved in setting industry standards for edible oil transportation, having published the first national standard for edible oil tank vehicles in July 2024 [4]. - The focus on high-quality tankers ensures compliance with food safety requirements, enhancing the safety of edible oil transportation [4]. Group 4: Global Operations and Strategy - The company operates 21 "lighthouse" factories globally, with a sales network covering over 40 countries, reinforcing its competitive edge in international markets [4][5]. - In the fourth quarter of 2024, the company plans to enhance its "Starlink Plan" and improve gross margins while expanding its product offerings and customer experience [5].