GENVICT(SZ:002869)2024-01-26 08:41Group 1: V2X Technology and Competitive Advantages - The company has been developing V2X technology since 2013 and is a leading entity in the field, participating in multiple standards and white papers [2][3] - The company possesses a complete self-research capability from communication modules to terminal products and application protocol stacks, establishing a comprehensive V2X product system [3] - The company has over ten branches nationwide, ensuring extensive market coverage and service capabilities [3] Group 2: V2X Product Offerings - Current V2X vehicle terminal products include 5G-V2X, 4G-V2X, and dual-mode ETC+V2X terminals [3] - The customer base for V2X-related business includes traditional car manufacturers, new energy vehicle manufacturers, internet car manufacturers, and highway operators [3] Group 3: Business Growth and Partnerships - The company achieved growth in 2023 due to breakthroughs in core businesses such as smart highways, urban digital traffic, vehicle-road collaboration, and automotive electronics [4] - The company is a partner in Huawei's Harmony ecosystem, focusing on smart traffic technology innovation and application enhancement [4] Group 4: Future Developments and Market Trends - The "Traffic Guardian" system, based on the ETC system, aims to enhance safety and information services on highways, potentially increasing demand for new generation OBU systems [4] - The company has completed the development of new generation products in response to the anticipated demand from the "Traffic Guardian" system [4]