CIMC VEHICLES(301039)2025-04-11 10:06Group 1: Investor Relations Activities - The company conducted roadshow activities in Beijing from April 7 to April 8, 2025, and in Shenzhen from April 9 to April 10, 2025 [2][3] - Participants included major financial institutions such as CICC, Huaxia Jiuying Asset Management, and China Life Asset Management [2][3] Group 2: Business Impact of Tariff Adjustments - The company has two manufacturing centers and six assembly plants in North America, with additional facilities in Thailand and Canada [3] - The strategy focuses on local manufacturing and delivery, with a significant portion of refrigerated semi-trailers already localized [3] Group 3: Market Expansion Strategies - The company is implementing the "Star Link Plan" and "Three Good Development" initiatives to enhance domestic market share [4] - The "Three Good Development" model aims to improve marketing capabilities and integrate resources across the supply chain [4] Group 4: Financial Performance - The EV·DTB business achieved total revenue of 3.03 billion in 2024, contributing a gross profit of 150 million, an increase of approximately 70 million compared to 2023 [5] - The company aims to enhance profitability through structural reforms in the mixer truck business starting in 2024 [4][5] Group 5: Supply Chain Optimization - The company has increased its centralized procurement ratio from below 50% to over 85% in 2024, managing over 20 major categories and 62 subcategories of materials [6] - The strategy includes a focus on local procurement in overseas markets, particularly in North America, while maintaining backup supplies from Thailand [6]