Group 1: National Standard AECS Overview - The national standard "Automotive Emergency Call System (AECS)" is currently under review, with a draft released on June 18, 2024, and expected to be published in 2025 [1][2] - AECS is a mandatory standard that significantly differs from existing systems like B-Call and I-Call, which primarily focus on roadside assistance and lack the comprehensive safety features required by AECS [1] - The AECS aims to enhance the efficiency of emergency response and reduce traffic accident fatalities through rigorous testing and high standards for components [1] Group 2: Company Production Capacity and Strategy - Following the implementation of AECS, every passenger vehicle will be required to be equipped with the eCall system, positively impacting market demand for the company [2] - The company employs a hybrid production model, utilizing both in-house manufacturing and outsourcing for non-core components, ensuring quality control and flexibility in production capacity [2] - Plans for capacity expansion will align with market demand, with the company prepared to scale production lines as needed [2] Group 3: Automotive Electronics and Industry Trends - The automotive electronics architecture is shifting towards domain-centric designs, integrating multiple electronic control unit functions to reduce costs and development complexity [2] - The company is positioned to leverage its experience in information communication to enhance its product offerings in the smart automotive sector [2] - The development of vehicle-to-everything (V2X) communication capabilities is becoming essential, with the company focusing on integrating these technologies into its product line [3] Group 4: Client Relationships and Market Position - SAIC Motor Corporation remains the company's largest client, accounting for 38.77% of revenue in 2023, reflecting a stable and long-term partnership [3] - The company has been recognized for its technical capabilities, contributing to the successful launch of SAIC's first smart connected vehicle project [3]
慧翰股份(301600) - 2024年12月3日投资者关系活动记录表（二）