知行汽车科技2024 中期报告

（ 於中華人民共和國註冊成立的股份有限公司）股份代號：1 274 2467202829313233 iMotion Automotive Technology (Suzhou) Co., Ltd. 88G21920 24840 H 183171712-1716 2281 265 15323203-3207 +86 (0512) 6500 1565www.imotion.aiinvestor@imotion.ai 22 www.imotion.ai 01274 11152424012412 32024 I. 2024 1,389.11,404.74.9%6.1%1,188.61,197.95.4%6.3%741.961.9%8.8%2024492.9494.430.1%32.0%35.2%2024279.330.5% 2024 2024117V2X2024649L3/L4L3/L4 20241FSDV12FSD V12 II. L2L2+L2+SAE(1)OEMsL2L4(1)(2)(3)(PCBA) 96,00092.9%636.1617.11%44.859.29% OEMsOEMs(NEV)(ICE) 613.262023520.86202317.74%96.40%597.942023515.54202315.98%15.3220235.322023187.97% OEMs(1)(2)(3)(1)OEMsOEMs(2) 19.61202312.083.08%2023 PCBA (SMT)PCBASMTPCBAPCBSoCPCBA PCBA3.29202310.270.52% OEM1820242025 iDCiDC3002024(NoA)iDCiDC100iDC Mid),iDC300iDC500iDCHigh)NoANoABEV+TransformeriDC5002024 iDEAiDEA2025 2024GSR(General Safety Regulation) III. 636.16202392.9517.11%613.26202392.4017.74%19.6120237.5362.29%PCBA3.2920236.9867.97% 96.40%202395.89%3.08%20232.22%PCBA0.52%20231.89% 5 9 1 . 3 12 0 2 38 9 . 1 317.75%570.56202386.4117.85%16.9120239.12117.06%PCBA3.8420236.4062.54% 44.8520233.819.29%42.7020235.9916.31%2.7020231.5937.12%PCBA0.5520230.036 7.05%20237.55% 2.2020234.2247.96% (i)(ii)(iii)(iv)(v)11.0820236.13 11.55202313.5714.85%20232.50%1.82%0.68 23.20202338.3839.55%20237.07%3.65%3.42 99.592023103.994.23%202319.14%15.65%3.49 3.6620232.031.62 2.1920230.231.96 98.63202399.751.12% 98.61202399.751.14% IV. 406.91202380.88 168.73202380.17 65.37202358.57 2024630849.6220231231998.43 (i)(ii)(iii)(iv)2024630346.5620231231256.0235.37%2024 2024180922023582024 2024630299.3320231231225.6632.65% 20246302023 202463031.0962.25 82.28202316.70392.85% 2024630 202463046020236303372023120.3319.92%96.36 V. 287.09152.700.49202463082.76 2024828 20246302024630 VI. VII. L3/L4 2024 OEM BEV + TransformeriDC500iDC500iDC510NoAiDEA OEM 2024OEMOEM (SoC)SoC 2024 C.2.1C1 C.2.1C.2.1 C3 2023 20231220H22,116,0002,211,60019,904,400H1.00H29.651.0%0.0027%0.00565%0.00015% 575.83595.232024630 2024630331.90 () 2024630 13.51B(1) 2024630571XVXV78352 1.L 2.2024630226,330,340 3.2024630124,726,655H101,603,685 4.202463037.1% 5. 2024630XVXV78352 2024630XV235% 5. 6.HL Klemove Corp.HKLHKLHL Mando CorporationHL Mando204320HKLHL Mando 7.94.44% 8.2015LILeading Ideal HK LimitedLeading Ideal HKAmp Lee Ltd.68.87%Amp Lee Ltd.Cyric Point Enterprises LimitedCyric PointCyric PointVistra Trust (Singapore) Pte. LimitedVistraTrustLeading Ideal HKAmpLee Ltd.CyricPointVistra Trust 9.60193993957.12% 2024630XV23336 20246302024630 2024630 2024816 1 2016122788G2-1901 1902 2002 20221120221229 202312H20231220 2024630 2 20246303420231231 3 20231231 20242023630 (a) 202411 (b) 202411 4 (a) 2024630 (b) 20232024630 4 (c) 4 (c) (i) 1915 (ii) 1915 2024202363077,000305,000 4 (c) (iii) 2024630 202463020231231154,534,000224,027,000 (i) (i)20242023630 6 (i) (ii) 10 2024202363015%2019201915%2022 [2022]13202211202412311325%20% 10 [2023]6175%20%20271231 2024202363020% 2018175%2021200% 11 (a) 20242023630 (i)202332322 (b) 20242023630 12 12 (a) 13 (a) (ii)202420236303,738,000 13 (b) (a) 31,132,00031,132,0002024 (b) 15 (i)2024202363017,454,0008,116,000 (ii)20242023630875,0001,458,000 20242023630566,367,000482,360,000266,000241,000 17 17 202463020231231 18 • (i) 20 (a) ••• (i)2021113,000,0001.11% (ii) 21 (b) 202463020231231306,000 22 (i)2023323194,003,6231.0194,003,62310,210,717204,214,3401.0 (ii)2023122022,116,000H1.00H29.65 (i)24 (ii)[2022]136 (iii)[2022]1362024630 24 (a) (i) 20242023630 20232137,7004.75 202311 24 (b) 25 25 26299,329225,65730142,137185,5283189,61276,750134,1782,42729–293535,256490,655 26 26 (i)202463031,091,0002023123131,659,00062,251,0002023123124,159,000202662120261221 (ii)2024630129,430,0002023123194,930,0002.95% 202312316,500,0005.75% (iii)2024630106,960,0002023123135,414,0002.75%20231231 (iv)24,933,000 (v) 20242023630 (i)20246302023123119 (ii) 29 –293 202312315,000,0002024 (i)OEM202463028,103,0002023123121,713,000 (ii)2023820232024202511200,000250,000300,000202463012300,000 32 33 20242023630