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    Xinran Li

    Research Analyst at Not Disclosed in Transcript

    Xinran Li is an equity research analyst at Not Disclosed in Transcript, specializing in the coverage of innovative technology and mobility companies. Li has participated in earnings calls for firms such as Archer Aviation Inc and Lotus Technology Inc, demonstrating expertise in the emerging electric aviation and smart mobility spaces. While detailed performance metrics and career history are limited in the public domain, their recent activity reflects an active research presence, engaging with leading-edge public companies in the sector. Information about professional credentials, prior employment, and industry recognition is not currently available.

    Xinran Li's questions to Archer Aviation (ACHR) leadership

    Xinran Li's questions to Archer Aviation (ACHR) leadership • Q4 2024

    Question

    Xinran Li, on behalf of Edison Yu at Deutsche Bank, asked about the next steps for the Anduril partnership and inquired about a realistic timeframe for winning a Department of Defense (DoD) program of record and its potential size.

    Answer

    COO Thomas Muniz confirmed that Archer is actively building the hybrid VTOL aircraft but could not share sensitive details. He stated the program leverages core technology from the Midnight aircraft. Regarding a program of record, Muniz declined to provide a specific timeline or size but stressed that they are working towards a 'very real opportunity with a very real customer about a very real need.'

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    Xinran Li's questions to Lotus Technology (LOT) leadership

    Xinran Li's questions to Lotus Technology (LOT) leadership • Q3 2024

    Question

    Xinran Li inquired about the revenue recognition timeline for the $130 million ADAS contract, the nature of the planned 2026 hybrid vehicle (new model vs. variant), and the drivers behind the significant Q3 gross margin decline to 3% and its expected recovery.

    Answer

    CEO Feng Qingfeng explained that ADAS revenue comes from both NRE (milestone-based) and per-vehicle licensing, citing the Lynk&Co Z10 as the first model. He confirmed that future models will have both EV and PHEV versions but declined to specify the 2026 launch model to maintain a competitive advantage. Regarding margins, Mr. Feng attributed the Q3 decline to proactive destocking in Europe ahead of the model year '26 launch, stating this is a temporary measure to ensure a healthy inventory level for new product introductions and avoid heavy discounting.

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    Xinran Li's questions to Lotus Technology (LOT) leadership • Q3 2024

    Question

    Xinran Li of CICC inquired about the revenue recognition timeline for the $130 million ADAS contract, whether the 2026 hybrid product will be a new model or a PHEV version of an existing one, and the drivers behind the significant sequential decline in Q3 gross margin.

    Answer

    CEO Feng Qingfeng explained that ADAS contract revenue is recognized through two methods: NRE payments tied to project milestones and per-vehicle licensing fees, noting the Lynk&Co Z10 is the first vehicle launched with their solution. He stated that the PHEV technology will be available across all future models but declined to specify the 2026 launch model. Mr. Feng attributed the Q3 margin drop to a strategic destocking effort in Europe to create a healthy inventory level ahead of the model year '26 product launch, which will benefit future margins.

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    Xinran Li's questions to EHang Holdings (EH) leadership

    Xinran Li's questions to EHang Holdings (EH) leadership • Q2 2024

    Question

    Xinran Li inquired about the anticipated timeline for commencing commercial operations in overseas markets, questioning if 2025 is a realistic target, and asked about the degree of supply chain overlap with the electric vehicle (EV) or drone industries.

    Answer

    Founder, Chairman, and CEO Huazhi Hu explained that overseas commercial operations are contingent on local regulatory approvals and that EHang is actively working with authorities in the UAE, Brazil, and others on validation of type certificates (VTC). CFO Conor Yang addressed the supply chain, stating that while most procurement is domestic, with some imported components, the battery and electric motor designs are proprietary and differ significantly from those in the EV industry.

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