ZheJiang Vie Science & Technology (SZ:002590)2022-12-07 08:34Group 1: Company Overview - The company has a balanced supply ratio of commercial vehicles and passenger vehicles, each accounting for approximately 50% of sales this year [2] - The company has developed over 18 new models, enhancing sales potential as these models gain traction [2][3] Group 2: Product Development and Technology - The company is focusing on automotive electronic products, including ABS, EBS, EPS, and ESC, with an emphasis on modularization and lightweight development [5] - Wireless charging technology offers advantages such as compact equipment, safety during charging, and improved management of charging stations [4] Group 3: Strategic Partnerships and Market Expansion - The company is collaborating with various partners to enhance its capabilities in ADAS and smart vehicle development [4][5] - Establishing a localized factory in Liuzhou to strengthen partnerships with major automotive manufacturers like Dongfeng Liuzhou and SAIC-GM-Wuling [2][4] Group 4: Financial Management and Cost Efficiency - Management expenses are relatively high compared to peers, but the company is increasing investment in R&D while reducing the proportion of management personnel through automation [4]