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Danlin Ren

Research Analyst at China International Capital Corporation

Danlin Ren is an Equity Research Analyst at China International Capital Corporation, specializing in the technology and internet sectors with coverage focused on leading Chinese companies in these industries. Ren is known for in-depth research on firms such as Tencent, Alibaba, and Meituan, and has built a reputation for data-driven calls, though explicit public performance rankings and success rates are not widely published. Beginning their career at CICC, Ren steadily advanced within the firm, leveraging a strong quantitative background and sector focus to provide actionable investment insights. While holding researcher credentials typical for leading China analysts, including local regulatory certifications, public records do not list specific international securities licenses or major external recognitions.

Danlin Ren's questions to ECARX Holdings (ECX) leadership

Question · Q1 2025

Danlin Ren of Haitong International inquired about the recent order momentum and profitability of the Skyland ADAS solution, annual cost-down pressures from OEMs, and ECARX's involvement in Geely's H3 autonomous driving program.

Answer

CEO Ziyu Shen responded that Skyland orders were strong in Q1 with fair market gross margins, supported by the 'all in ADAS' trend in China and a new partnership with NVIDIA and Zeekr. He affirmed that ECARX remains price-competitive due to its Antora platform and is managing annual cost-down requests. Regarding Geely's ADAS roadmap, he confirmed a very close partnership, emphasizing the importance of platforms like Antora.

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Question · Q4 2024

Danlin Ren of CICC inquired about ECARX's global production capacity layout, its product roadmap and client strategy for ADAS solutions, and its overall strategic development goals for the next 3 to 5 years.

Answer

COO Peter Cirino explained that the Fuyang facility in China is ramping up, while global expansion will leverage contract manufacturing partners. Chairman and CEO Ziyu Shen detailed the ADAS strategy, highlighting the existing Skyland Pro on Lynk & Co models, its inclusion in Geely's roadmap, and future developments with the SiEngine AD1000 SoC and NVIDIA platforms, positioning ADAS as a key growth driver.

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