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经纬恒润(688326) - 经纬恒润投资者关系活动记录表(2024年6月6日)

Group 1: Product Development and Progress - The company has achieved full localization of key components for the 4G T-BOX project, including 4G modules, MCU, eMMC, CAN, ETH PHY, and backup batteries, significantly improving production efficiency [3] - The localized 4G T-BOX is expected to meet customer demands for cost optimization, customization, rapid deployment, scalability, and independent software [3] - The company has secured contracts with leading automotive manufacturers for the localized 4G T-BOX, with mass production expected within the year [3] Group 2: Domain Controller Products - The company is actively developing domain controller products in line with the trend of integrating distributed automotive electronic architectures, covering smart driving domain controllers (ADU), chassis domain controllers (CDC), physical area controllers (ZCU), and central computing platforms (CCP) [4] - The ZCU product has already entered mass production, while the CCP product is expected to begin mass production within the year [4] Group 3: Advanced Driver Assistance Systems (ADAS) - The company has existing customer projects for high-speed NOA (Navigation on Autopilot) solutions, with mass production already underway [4] - For urban NOA solutions, the company is collaborating with partners to develop perception algorithms and domain controllers, with mass production anticipated next year [4] Group 4: Research and Development Investments - In 2023, the company's R&D investments focus on automotive electronics, particularly in high-level intelligent driving, high-speed NOA, and urban NOA [5] - The company is also investing in domain controllers across body control, intelligent driving, and chassis control, with ongoing customer projects [5] - Additional investments are directed towards new products such as AR-HUD and 4D millimeter-wave radar, as well as self-developed software tools [5]