CIMC VEHICLES(SZ:301039)2024-12-06 07:33Group 1: Investor Relations Activities - The company participated in multiple investor relations activities, including analyst meetings and roadshows, with notable events on November 26, 2024, and December 5, 2024 [2][3] - Key participants included various financial institutions such as Huafu Securities, UBS, and Zheshang Securities [2][3] Group 2: North American Business Performance - The North American business has shown recovery, with a quarter-on-quarter sales increase following the EAPA survey [3] - The overall market share in North America remains stable despite increased uncertainties in the semi-trailer market [3] Group 3: Overseas Manufacturing Capacity - As of mid-2024, the company operates 22 production plants and 18 assembly plants globally, with 5 manufacturing plants and 11 assembly plants located overseas [3] - The "cross-ocean operation, local manufacturing" model has significantly improved production efficiency and maintained steady revenue growth in overseas operations [3] Group 4: Starlink Production Services - The Starlink production service is a key component of the company's "Starlink Plan," focusing on four major business areas: financial services, trailer assistance, vehicle parks, and technology [5] - This initiative aims to enhance user experience and provide comprehensive solutions by breaking down business barriers [5] Group 5: New Energy Initiatives - The company is actively developing new energy products, including lightweight urban dump trucks and pure electric heavy-duty trucks [6] - The innovative EV-RT platform for new energy integrated trailers has been launched, achieving fuel-saving targets and receiving customer approval [6]