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Dan Lin Ren

Research Analyst at China International Capital Corporation (CICC)

Dan Lin Ren is an Equity Analyst at China International Capital Corporation (CICC), specializing in technology and internet sector research with a strong emphasis on automotive technology. In her coverage, she closely follows companies such as ECARX Holdings, providing in-depth analysis for institutional investors, although precise performance metrics such as success rates or rankings are not publicly available. Ren joined CICC as part of the auto team, bringing expertise in tracking digital transformation trends within China's emerging tech and auto markets, and earlier completed both a bachelor's and a master's degree in finance from China Ocean University. While specific professional licensing and registration details are not disclosed, Ren is recognized for insightful research coverage and her active participation in industry earnings calls.

Dan Lin Ren's questions to ECARX Holdings (ECX) leadership

Question · Q2 2025

Dan Lin Ren from CICC inquired about ECARX's strategy for non-automotive applications, progress in overseas expansion following the Volkswagen win, and the development status of its in-house chips.

Answer

COO Peter Cirino explained that the company sees potential to leverage its core automotive technologies (SoC, sensors, software) in the broader industrial and robotics space, citing the recent LiDAR design win for a robotic lawnmower. On global growth, he highlighted a pipeline with over $1 billion in lifetime revenue from secured overseas contracts, 14 active projects with eight global automakers, and recent milestones like the VW Brazil innovation award and a Google Automotive Services white paper. Regarding in-house chips, Cirino noted the continued growth and expanding capabilities of the Antora platform, which complements their work with partners like Qualcomm.

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