Research Flash | Desay SV Receives Research Visits from Dongwu Fund and Multiple Institutions, 2025 R&D Investment of 2.637 Billion Yuan Focuses on AI Technology and ZCU Product Progress

Basic Research Overview

From March 11 to 12, Desay SV Automotive Electronics Co., Ltd. (hereinafter referred to as “Desay SV”) conducted targeted investigations via conference calls with multiple institutions, including Dongwu Fund, China Merchants Fund, GF Fund, Canada Pension Plan Investment Board, and Morgan Funds. Participants included Dongwu Fund’s Zhou Lei, Zhang Haojia, Tan Jing; China Merchants Fund’s Sun Lushen, Yang Yiyang; GF Fund’s Pu Mengjie, Li Yuanbo, Gu Feifei, Fang Hao; Canada Pension Plan’s Li Guanglei; Morgan Funds’ Zang Yunfei. The company’s Securities Affairs Department staff Lin Xunpei and Qian Yuchun were responsible for reception.

Key Points of the Investigation

R&D Innovation: Invests 2.637 Billion Yuan by 2025 Focused on AI Technology Applications

Regarding R&D innovation, Desay SV stated that the company always regards independent R&D and innovation capabilities as core competitiveness, maintaining high-level R&D investment over the long term. By 2025, R&D expenditure will reach 2.637 billion yuan, accounting for 8.10% of sales. Meanwhile, the company continues to strengthen its intellectual property layout and the formulation of technical standards, with a cumulative patent application (original announcement content not fully displayed here).

Notably, the company proactively completed the development of an integrated cockpit solution based on AI cockpit operating systems, integrating large models on the edge, enabling efficient and low-power operation in vehicles, and officially launched a cockpit-level AI BOX hardware product. This product not only achieves optimal matching of algorithms and computing power but also features strong versatility and adaptability, supporting automakers to quickly upgrade existing models with AI and achieve intelligent evolution across new models. Additionally, the company’s AI-enabled new industrial applications were selected as typical cases by the Ministry of Industry and Information Technology, marking its leading position in AI technology application. The company stated that it will continue to increase R&D investment and deepen AI technology applications in automotive electronics.

Market Share Strategy: Strengthening Leading Position Through Product Advantages and Full-Stack Capabilities

Regarding strategies to maintain domestic market share, Desay SV pointed out that, on one hand, leveraging its unique advantages, the company actively develops products that are “unique and superior,” leading the industry in intelligentization and maintaining high-level R&D investment to sustain first-mover advantages in mass production; on the other hand, the company possesses full-stack capabilities in smart cockpits and intelligent driving, aggregating top industry resources to more quickly develop scalable integrated, full-stack, and innovative solutions, delivering products and services with faster realization, better quality, lower costs, and higher reliability.

Furthermore, the company’s diversified and layered product matrix, along with flexible and varied cooperation models, can comprehensively meet most customer needs in the market, helping it maintain a leading market share.

ZCU Product Progress: Secured Multiple OEM Contracts and Integrated Key Functions

Regarding the progress of the vehicle regional controller (ZCU), Desay SV revealed that the product has recently been contracted by multiple OEMs. The ZCU integrates critical functions such as body comfort control (lighting, wipers, windows), Ethernet gateway, keyless entry and start system (PEPS), electronic parking brake (EPB), air suspension control, and intelligent power distribution. It achieves vehicle lightweighting while effectively optimizing network security standards, ensuring safety and reliability, and supporting customers’ higher-level intelligent driving requirements.

Other Notes

| Attachments used during the activity (such as presentation slides, documents, if any, can be included as attachments) | | None |

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Editor: Xiao Lang Kuai Bao