长安汽车(000625) - 2024年11月07日投资者关系活动记录表

Group 1: Solid-State Battery Development - The next-generation battery is a key technological transformation opportunity, with a focus on independent research and global resource integration to achieve leadership in solid-state battery technology [1] - The company has established an advanced battery research institute and developed a comprehensive management system for R&D, production capacity, supply, and marketing [1] - A new electrolyte material for solid-state batteries is under development, with a focus on breakthroughs in core technologies [1] Group 2: Recent Sales Performance - In October 2024, the company sold 251,000 vehicles, representing a year-on-year increase of 4.1% [1] - Cumulative sales from January to October reached 2.156 million vehicles, up 2.1% year-on-year [1] - Sales of self-owned brand new energy vehicles in October reached 85,000 units, a significant increase of 48.6% [1] - Cumulative sales of self-owned brand new energy vehicles from January to October reached 533,000 units, up 46.4% year-on-year [1] Group 3: Smart Factory and Digital Transformation - The smart factory, developed in collaboration with Huawei and China Unicom, aims for full digitalization of the manufacturing process, utilizing over 40 advanced technologies including 5G and AI [3] - The factory supports customized production, allowing users to select vehicle configurations online, thus achieving a "one car, one user" model [3] - The smart factory has achieved a 20% increase in manufacturing efficiency, a 20% reduction in costs, and a 19% decrease in energy consumption [3] Group 4: Tianheng Distributed Electric Drive Technology - The Tianheng platform offers three main value experiences: agility, intelligence, and safety [4] - It features two series of electric drives, with power ranging from 440kW to 1MW, suitable for various vehicle types [4] - The platform incorporates five globally pioneering technologies, including a high-integration motor controller and variable power electronic control technology [4] - The system enables real-time learning and prediction of vehicle dynamics, achieving millisecond-level closed-loop monitoring for enhanced safety and performance [4]