Yunle Xu

• Assisted in technical due diligence by reviewing 42 valid patents and 3 core magnetic control algorithms; analyzed prototype testing data and developed a TRL maturity scoring model to evaluate integration with BYD’s MES system. • Conducted commercial due diligence through 8 automation case studies and 7 client interviews, assessing business model (equipment sales + customization + IP licensing), scalability of production-line deployment, and projected RMB 20–35m annual revenue growth. • Consolidated testing data with battery engineering teams, built performance–capacity elasticity models, and delivered a quantitative ROI framework (3-year IRR >20%) with scenario analysis, supporting investment committee decisions and implementation plans.

• Contributed to daily and weekly reports, organising background materials and writing detailed analyses based on industry data and corporate operating models, with a focus on the North American automotive interior market. • Represented the research group in half-year earnings calls with automotive suppliers, raising key questions and capturing critical industry insights; wrote over 30 detailed call summaries archived for future use by the team. • Used financial data terminals such as Wind, Choice, and Marklines, alongside publicly available reports, to gather and analyse supply-demand dynamics, financial data, and industry trends in the North American automotive market; applied • Python and Excel for data processing and financial modeling, supporting quarterly investment recommendations. Conducted research on the automotive interior parts supply chain, including seats and dashboards, analysing production bottlenecks and future market demand to provide strategic recommendations for companies.

• Built a preliminary stock scoring model with R to help the asset management team identify potential investment opportunities, resulting in successfully locating and recommending 3 undervalued stocks, 2 of which performed well in the following 3 months with an average growth rate of 15%. • Participated in the development of quarterly investment strategy meetings, was responsible for preparing analytical industry reports, and consolidated relevant information about consumer electronics and new energy automotive industries for the team. • Coordinated cooperation among asset management, research, and trading departments by arranging regular meetings and WeChat online communication to ensure smooth information transfer.

• Collaborated with the Marketing Director and Head of the IB Business Department to perform component analysis and trend forecasting on top stocks within the CSI 300 and Industry 4.0 indices using SQL. Achieved an accuracy rate of 85%, enhancing the predictive analytics capabilities. • Assisted managers in crafting comprehensive property allocation recommendations for high-net-worth clients. Analysed internal research reports and tailored asset allocation proposals based on individual client profiles, including risk preferences, income levels, and demographic factors..