Streamax(SZ:002970)2026-03-09 02:20Summary of Conference Call Notes Company Overview - The company has started UPS (Uninterruptible Power Supply) OEM production in 2025 and has engaged in HVDC (High Voltage Direct Current) projects since Q3 2025. The prototype certification has been completed, and it is currently in the trial production stage, with mass production expected around mid-year and shipments aligned with customer needs in Q3. The company anticipates a significant increase in unit price and profit compared to UPS products [1][2][3]. Core Business and Revenue Streams - The company's main business focuses on edge visual AI products, primarily serving fleet IT service providers, with end users in freight, passenger transport, and mining sectors. Approximately 70% of the company's revenue is generated from overseas markets [1][2][3]. Growth Drivers - The company's growth is driven by: 1. Increased levels of autonomous driving and penetration rates, leading to rapid revenue growth from visual products. The Robobus, equipped with environmental perception hardware, is expected to commence operations within the year. 2. Expansion into new scenarios such as mining transportation, which presents additional revenue opportunities [1][2][3]. Research and Development Focus - The company has established a dedicated division and plans to enhance its R&D team, with a strong focus on the development of next-generation power supply technologies [1][2][3]. Additional Insights - The company is strategically positioning itself to leverage advancements in autonomous technology and expand its market presence in various transportation sectors, indicating a proactive approach to future growth [1][2][3].