CIMC VEHICLES(SZ:301039)2024-11-25 01:17Group 1: Investor Relations Activities - The company participated in two investor relations events: the 2025 Annual Strategy Meeting hosted by Caifeng Securities and the 2025 Annual Investment Strategy Report Meeting hosted by Haitong Securities [2] - The events took place on November 21-22, 2024, in Hangzhou and Shanghai respectively [2] - The company’s investor relations manager, Mr. Yan Wei, and Ms. Mo Shuting from the investor relations department represented the company [2] Group 2: Key Business Strategies - The "Starlink Plan" integrates resources from seven domestic semi-trailer factories, achieving a market share increase and sales growth of 20.14% with revenue up by 21.18% in Q3 2024 [3] - The "Strong Crown Rising Plan" was launched in September 2024 to restructure the production of tank vehicles, aiming for high-quality development [3] - The company is actively exploring new production service models, focusing on financial services and lifecycle support for customers [4] Group 3: European Market Performance - In the first three quarters of 2024, the European business faced challenges due to supply chain fluctuations, leading to increased delivery costs and reduced market demand [3] - The company leveraged its global supply chain management advantages to optimize product delivery cycles and expand into other overseas markets, with strong growth in Australia [3] Group 4: Industry Trends and Future Directions - The launch of the Starlink Production Service aims to optimize service processes and provide comprehensive lifecycle services from purchase to maintenance [4] - The increasing share of productive services in the industry reflects the rapid economic development and structural upgrades in China, indicating a significant future direction for the industry [4]