Desay SV(SZ:002920)2025-11-26 10:42Group 1: Company Strategy and Market Position - The company emphasizes the need for deep localization in operations to navigate the trend of de-globalization, aiming to explore diversified innovation models and proactively position itself for opportunities in overseas markets [3] - The company maintains a value proposition of "open, full-stack, rapid realization," leveraging innovation and partnerships to create successful cross-industry cases, thereby enhancing its competitive barriers [3] - The intelligent cockpit business continues to grow, driven by a diverse product portfolio, market extension strategies, and strong demand for new customer orders [4] Group 2: Technological Advancements and Industry Trends - Rapid advancements in AI and smart driving technologies are expected to enhance the application scenarios for intelligent cockpits, leading to increased product penetration and market expansion [4] - The integration of smart driving and intelligent cockpit technologies will improve vehicle efficiency, optimize costs, and enhance user experience, presenting higher challenges for the industry [4] - The company has established a leading position in both intelligent cockpit and smart driving sectors, with the potential for compounded competitive advantages through cross-domain integration [4]