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    Wei Huang

    Managing Director and Senior Analyst at Deutsche Bank AG

    Wei Huang is a Managing Director and Senior Analyst at Deutsche Bank AG, specializing in the coverage of China’s financial sector, with a focus on mainland and Hong Kong-listed banks, insurers, and asset managers. He covers key institutions such as Industrial and Commercial Bank of China (ICBC), Bank of China, Agricultural Bank of China, and Ping An Insurance, and has earned high marks for his financial acumen and predictive accuracy, achieving a strong analyst ranking and positive success rates on platforms like TipRanks and Institutional Investor. Wei started his career in financial analysis in the early 2000s with roles at leading investment banks including UBS and JPMorgan before joining Deutsche Bank in 2015, where he has consistently been recognized for the depth and quality of his industry research. He holds CFA and CPA designations, is registered with FINRA, and is known for his rigorous approach and insightful market perspectives.

    Wei Huang's questions to ECARX Holdings (ECX) leadership

    Wei Huang's questions to ECARX Holdings (ECX) leadership • Q2 2025

    Question

    Wei Huang of Deutsche Bank asked for volume guidance for the second half of 2025, clarification on pricing pressures versus improving content per vehicle, and an update on the ADCU business, including plans for zone-based computing and Qualcomm's flex SoCs.

    Answer

    CFO Phil Zhou provided volume guidance, projecting 1.4 to 1.5 million units for the second half, leading to a full-year total of 2.5 to 2.6 million units, representing approximately 30% year-over-year growth. Zhou also addressed pricing, stating that while the market remains competitive, the company is mitigating pressure through significant cost optimization, a focus on high-margin software, and global expansion. COO Peter Cirino added that for the ADCU business, Qualcomm's 8775 flex SoC is on their roadmap and that ECARX is already developing its own fusion platform, the Antora 1000 SPP, set to launch in 2026.

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    Wei Huang's questions to ECARX Holdings (ECX) leadership • Q4 2024

    Question

    Wei Huang of Deutsche Bank asked for Geely's share of total revenue in 2024, the business impact of the Lynk & Co merger into Zeekr, and whether the Geely Galaxy E8's Qualcomm 8295 chip uses an ECARX computing platform.

    Answer

    CFO Phil Zhou stated that in 2024, nearly 80% of revenue came from Geely and its ecosystem. Chairman and CEO Ziyu Shen clarified there is minimal impact from the Lynk & Co merger, as ECARX remains a key supplier. He also confirmed that while ECARX provides the Skyland ADAS system and Flyme Auto software for the Galaxy E8, the Qualcomm 8295 hardware platform is from another supplier.

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