万安科技(002590) - 2015年12月2日投资者关系活动记录表

Group 1: Company Overview - The sales ratio of commercial vehicles and passenger vehicles is approximately 50% each, with an expected increase in passenger vehicle supply due to rising sales of large modular chassis [1][2] - Major clients for large modular products include Jianghuai, Great Wall, Huatai, SAIC-GM-Wuling, Dongfeng Liuzhou, Dongfeng Xiaokang, and Southeast Automotive [2] Group 2: Product Insights - The increase in sales of pneumatic ABS products is attributed to high market share with clients like Shaanxi Heavy Duty Automobile, Jirui, FAW, and Suzhou Golden Dragon, along with the enforcement of GB7258 regulations [2] - The company differentiates itself from Asia-Pacific Co., which primarily focuses on passenger vehicle braking, by also engaging in commercial vehicle production [2] Group 3: Strategic Partnerships - The company's investment in Feichi Meiwuzhe's vehicle networking platform supports the transition from electronic control to ADAS and smart vehicle development [3] - Participation in Soda Intelligent Electric Vehicle sharing and operation platform aids in integrating resources for new energy vehicle clients [3] Group 4: Future Development Strategy - Future plans include focusing on automotive electronic products such as ABS, EBS, EPS, EPB, and ESC, increasing investment in modularization and lightweight development, and expanding into rail vehicle transportation [3] - The company aims to promote projects in energy recovery, vehicle networking, wireless charging, electric braking (EMB), and ADAS through various methods including investment, joint ventures, and partnerships [3]