AI智能总结
iMotion Automotive Technology (Suzhou) Co., Ltd.1274 2025630 •365.99202442.47%•17.07202461.93%•4.67%20247.05%•80.39%177.86202498.60•80.38%177.88202498.61•0.7520240.44•2024 20256302024 2025630 2025630 2025630 678,928657,898 1,586,8661,560,922 661,717673,126 20241 1 1 2016122788G2-1901 1902200220221120221229 202312H20231220 2 IAS342025831 202420253 34 2024 20241231202412312025326 3 21 4 (a) 2025630 (b) 20242025630 PCBA (c) 20256301,475,000202477,000 (iii) (iv) 63020252024 20252024630 7 63020252024 (a) *202520246302.40%3.00% (b) (i) (i)20252024630117,097,00077,187,000 8 2025202463015%2019201915%2022 [2023]1225%20%20271231 2025202463020% 2018175%2021200% 9 (a) 20252024630 2025630202522025 (b) 20252024630 10 2 0 2 52 0 2 463 0339,370,000567,442,0004,048,000266,000 11 202563020241231 33661212 12 202520246301231 (a) (a)(b)(c) (a)202563029,957,0002024123130,524,000256,332,00020241231170,173,000202662120331114 (b)202563080,000,00020241231114,500,0002.4%2.65%202412312.58%2.95% (c)20256302024123130,000,000 (d) 202563020241231 66121225 202520246301231 (a) (b) 14 (a)OEM202563030,559,0002024123121,990,000 15 20252024630 I. 2025 20251,562.11,565.312.5%11.4%1,352.21,353.15.4%6.3%926.068.4%6.5%2025696.8693.741.4%40.3%44.3%308.310.4% 2025430202541L32025225OTA202564 202520 2025VLMVison-Language ModelsVLA(Vision-Language Action) II. L2L2+L2+SAE(1)L3L4(1)(2)(3)(PCBA) 116,00020.8%365.9942.47%17.0761.93% OEMsOEMs(NEV)(ICE) 327.502024613.26202446.60%89.48%294.402024597.94202450.76%SupervisioniDC74.38202434.492024115.66%iDC33.09202415.322024115.99% OEMs(1)(2)(3)(1)OEMsOEMs(2) 2 5 . 7 9202419.617.05%2024 PCBA PCBAPCBSoCPCBA PCBA12.7120243.293.47%PCBA2024 OEM1920252026 iDC500V4HBEV Transformer+OCC2025109660620256 VLA 20253)202552025 2025513iMotion Automotive Technology (Singapore) Pte. Ltd.Delloyd Technology Berhad III. 365.992024270.1642.47%SupervisoniDC327.502024285.7646.60%25.7920246.1831.51%PCBA12.7120249.42286.26% 89.48%202496.40%7.05%20243.08%PCBA3.47%20240.52% 348.922024242.3940.99%2025320.262024250.3043.87%20.4820243.5721.11%PCBA8.1820244.34113.02% 17.07202427.7861.93%7.24202435.4683.05%5.3120242.6196.81%PCBA4.522024PCBA0.55 4.67%20247.05%iDCiFC 2.9020242.2032.12% (i)(ii)(iii)(iv)(v)2.44202411.088.64 10.47202411.559.35%202520241.82%2.86%1.04 31.37202423.2035.19%20243.65%8.57%4.92 156.53202499.5957.18%202415.65%42.77%27.12 6.2220243.662.56202522025 1.8420242.190.35 177.95202498.6380.42% 177.88202498.6180.38% IV. 97.512024406.91 65.712024168.732025 230.08202465.37202522025 2025630661.7220241231673.13 (i)(ii)(iii)2025630280.0220241231298.946.33% 2025180149202492 2025630366.5220241231314.9016.39% 202563020241231 240,399170,173 202563020241231 2025630202463040.37%29.20% 202563029.96256.33 124.43202482.2851.29% 2025630 20256305592024630460202496.3631.87%127.07 V. 20256302025630 VI. VII. 202510 2025308.310.4% 2025 SAPMES VLA6 OEM OEM (SoC) OEM2025 C.2.1C1 C.2.1C.2.1 C3 2024 H20231220H575.83595.232025630 202563038.43 2024H 2024122H73.28202420256302024 20253262024 2025630202411.082024122 H 20252811,190,200H20.882025 2025217228.37(i)(ii)(iii)(iv) 20252025292025217 2025630 2025630202589.482025217 H29.522,104,000H 2025630 20256302025630 2025H 20257122025202515,495,000HH15.222025 2025721202515,495,000H230.72025(i)(ii)(iii)(iv) 202520257132025721 2025630 (www.hkexnews.hk)(www.imotion.ai)2025630 2025831