SD(SH:600626)2024-06-03 09:52Group 1: Financial Performance and Projections - In Q1 2024, the company's performance improved compared to Q1 2023, with a projected revenue of 11 billion CNY and a total profit of 3.5 million CNY for 2024 [4] - In 2023, the company exceeded revenue expectations, but the total profit did not meet projections due to external economic factors affecting overseas automotive interior business [4] Group 2: Capital Expenditure and Orders - The capital expenditure in the past year was primarily focused on new projects, with nearly 90% of new orders related to new energy vehicle projects [3] - Auria's new energy vehicle project accounted for over 50% of the new orders in 2023 [3] Group 3: Competitive Advantages - The company has multiple R&D centers in China, the USA, and Germany, supporting market expansion and global project development [5] - It has a global industrial layout with production facilities in various regions, enabling it to handle large multinational automotive projects [5] - The company has established long-term stable partnerships with leading global automotive brands, enhancing its reputation and customer resources [5] Group 4: Strategic Focus - The company aims to deepen global collaboration and enhance performance through a comprehensive reform plan focusing on global resource allocation and integration [4] - It is actively pursuing opportunities in the growing new energy vehicle market while maintaining relationships with existing clients [3]