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    Bella Lu

    Research Analyst at UOB Kay Hian

    Bella Lu is an Analyst at UOB Kay Hian Investment Consulting (Shanghai) Co. Ltd., specializing in coverage of high-profile Chinese companies, including BYD. She has provided detailed analysis and ratings that have directly influenced market sentiment, exemplified by her notable 'sell' call on BYD—a unique position among major brokerages. Active in the industry as a published equity research analyst, Bella Lu's coverage focuses on electric vehicles and related sectors, with published critiques on performance metrics such as sales growth and valuation. While specific career timeline milestones and professional credentials such as securities licenses or certifications are not publicly documented, her contributions are visible through widely cited research notes and market commentary.

    Bella Lu's questions to ECARX Holdings (ECX) leadership

    Bella Lu's questions to ECARX Holdings (ECX) leadership • Q2 2025

    Question

    Bella Lu from UOB Kay Hian inquired about the primary growth drivers for the second half of 2025 and the following year, as well as the company's progress on customer cooperation and overseas customer expansion.

    Answer

    CFO Phil Zhou detailed the current customer mix, with Geely Auto accounting for 40-50% of business, the Geely ecosystem for 30-40%, and non-Geely clients for about 15%. He also noted the geographic split is now 60% from China OEMs and 40% from global OEMs. COO Peter Cirino added that global business development is robust, with active engagement across eight different global carmakers and a strong pipeline of RFQs that could close this year and begin generating revenue in late 2026, signaling strong future growth and continued customer diversification.

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