2025-11-21 07:46Group 1: Investor Relations Activities - The company participated in investor communication activities from October 28 to November 7, 2025, including roadshows and strategy meetings in Shenzhen, Beijing, and Shanghai [2][3]. - Key participants included major funds such as E Fund, Southern Fund, and Da Cheng Fund, as well as brokerage firms like Guotai Junan and Huatai Securities [2]. Group 2: Financial Performance - In the first three quarters of 2025, the company achieved revenue of CNY 2.333 billion, driven by the expansion of its new energy products [3]. - Sales figures for specific electric vehicles included 3,898 units of EV-DTB dump trucks, 1,500 units of EV-DTB concrete mixers, and 1,948 units of EV-DTB refrigerated trucks, totaling 7,346 units [3]. Group 3: Market Expansion - The company has focused on expanding its southern global market, with a revenue increase of 15.79% and a sales growth of 21.39% year-on-year in the semi-trailer business [3]. - New market developments include Vietnam, Indonesia, and Tanzania, enhancing integrated marketing efforts in Africa, Southeast Asia, and Australia [3]. Group 4: Supply Chain Management - The company is restructuring its global supply chain for semi-trailers, emphasizing a "local procurement first, global supply second" strategy [4]. - Domestic supply chain improvements include a comprehensive digital system (EPS) for procurement and purchasing, leading to increased procurement rates [4]. Group 5: Product Development - The "Hannover Plan" has defined the product technology platform for pure electric head trailers, with prototypes for electric dump trucks and concrete mixers already developed [5]. - Future plans include the construction of EV-RT and EV-ALFA+ operational support bases, and the exploration of automation and robotics for EV-Trailer installations [5].