鋭明技術(002970.SZ):未來不排除會進入乘用車市場的可能性
格隆匯7月26日丨鋭明技術(002970.SZ)近期在接待機構投資者調研時表示,根據2023年Berg Insight報吿,鋭明在商用車視頻遠程信息處理方案安裝量排名全球第一。商用車和乘用車兩賽道相關技術雖多有相通性,但也不是通過簡單技術平移即可實現快速無縫對接的切換,需在充分的調研基礎上,進行相應的技術調整和市場拓展。比如公司正在研發的電子後視鏡(CMS)產品,當前主要是以商用車場景為主,但是商用車的電子後視鏡從軟件、硬件甚至AI算法等各個維度均具備很高的通用性,所以商用車的電子後視鏡產品可以經過技術改進和迭代後應用到乘用車市場。目前,我們在乘用車市場尚處於探索調研階段,公司業務現仍以商用車為主,但隨着業務拓展,未來不排除會進入乘用車市場的可能性。
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