整体上轻资产的咨询和软件业务比重会进一步提升Gelonghui November 8th | Jingwei Hengrun (688326.SH) stated when receiving specific object investigations that the company is quite confident in the profit growth of R&D services next year. In the previous operational cycle, there have been some changes in R&D services:
(1) Currently, the domestic acceptance of self-developed tools and equipment is higher than before. The company is currently in talks with some top car manufacturers on the introduction of domestic R&D toolchains, so the proportion of revenue from light assets such as software and tools in R&D services will further increase. It is expected that there will be a significant increase in sales volume next year;
(2) Under the current state of global competition, many foreign OEMs not only focus on domestic car manufacturers' technology but also pay attention to domestic consulting service providers and the supply chain. The company is also currently in communication with some foreign manufacturers, covering various aspects such as electronic and electrical architecture, network development, embedded software, testing equipment, R&D tools, etc. Therefore, the demand and expected orders from overseas customers of the company will also increase to a certain extent.
Overall, the proportion of light asset consulting and software business will further increase.
