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    Catherine Sun • BOCI

    Catherine Sun is a Vice President and Equity Analyst at BOCI, specializing in the coverage of Hong Kong and China-listed consumer and internet sector companies. She has provided research and investment recommendations on companies such as Meituan, Alibaba, JD.com, and Tencent, consistently delivering actionable insights and contributing to positive returns for institutional clients. Catherine began her analyst career at BOCI in 2018 after completing internships in various finance firms, and has rapidly advanced due to her strong sector expertise and rigorous research practices. She holds multiple professional credentials including the CFA designation, demonstrating a solid foundation in securities analysis and financial modeling.

    Catherine Sun's questions to Ecarx Holdings Inc. (ECX) leadership

    Catherine Sun's questions to Ecarx Holdings Inc. (ECX) leadership • Q1 2025

    Question

    Catherine Sun of BOCI asked about the outlook for partnerships with international OEMs amid a changing macro environment, requested an update on the Volkswagen collaboration, and sought more details on the planned supply chain and engineering center in Singapore.

    Answer

    CFO Phil Zhou noted strong interest from global OEMs who recognize China's lead in intelligent vehicle features. He confirmed the Volkswagen program will launch in Brazil and India, with minimal tariff impact. Mr. Zhou elaborated that the new Singapore and Malaysia hub will manage the global supply chain, hold international IP, and house an engineering team to service Europe and North America, which is critical for the company's long-term global strategy.

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