CIMC VEHICLES(301039)2025-02-08 08:24Group 1: Market Performance and Strategy - The company has maintained a competitive edge in the North American semi-trailer market, outperforming the industry and increasing market share despite ongoing supply-demand challenges [3] - The "Starlink Plan" has successfully entered the implementation phase, significantly improving the annual model ratio and production efficiency, leading to increased domestic semi-trailer sales and market share [4] Group 2: Innovation and Development - The company is advancing its new energy integrated concrete mixer semi-trailer, achieving expected fuel-saving targets and receiving high customer recognition for product performance [5] - Investments are being made in autonomous driving and smart logistics, with ongoing research in autonomous terminal vehicles and unmanned mixer trucks [5] Group 3: Geopolitical Challenges - The company plans to deepen its "cross-ocean operation, local manufacturing" model and develop a global southern strategy to address geopolitical challenges [6] - Support for the North American supply chain reform under the "Big White Bear Plan" will continue, alongside efforts to explore new production capabilities in Europe and North America [7]