Streamax(SZ:002970)2026-02-05 18:22Group 1: Business Development Expectations - The company focuses on the global commercial vehicle fleet management market, leveraging advancements in AI technology and chip performance to enhance product penetration and market growth [3] - The company aims to capitalize on industry growth opportunities based on its extensive insights and customer base [3] Group 2: Robobus Business Development - The company has initiated a systematic layout for the Robobus business, including the establishment of autonomous driving test sites and expansion of the R&D team [4] - The focus for this year is on the implementation of benchmark projects both domestically and internationally [4] Group 3: Reasons for Choosing Robobus - Robobus customers require complex solutions that integrate business products with autonomous driving technology, which the company is well-positioned to provide [5] - The company has a deep understanding of customer needs due to its long-term service to various public transport operators [5] Group 4: Smart Equipment Product Division - The Smart Equipment Product Division is currently focused on contract manufacturing of server power products, with optimistic future growth expectations [6] - Plans include enhancing service capabilities and expanding production of supporting products for computing centers [6] Group 5: Vietnam Factory Capabilities - The first phase of the Vietnam factory was completed in May 2023, with the second phase set to begin construction in 2025 [7] - The local team has gained familiarity with the operating environment, and the factory is expected to meet future business development needs [7]