格隆汇1月19日丨法拉电子(600563.SH)在互动平台表示，公司产品用于人形机器人的电源模块。 ...

Group 1 - The core viewpoint of the article is that Farah Electronics (600563.SH) has indicated that its products can be applied in the satellite and rocket sectors [1] Group 2 - The company is actively engaging with investors through an interactive platform to communicate its product applications [1]

Core Viewpoint - The company, Farah Electronics (600563.SH), has indicated that its products can be applied in the 6G communication field [1] Group 1 - The company is actively engaging with investors regarding its product applications [1]

Group 1 - The company, Farah Electronics, is focusing on the development of products in the new energy application field, emphasizing ultra-thin, high-temperature resistant, and high energy density products [1] - The company is advancing automation and digitalization in its production lines [1]

Group 1 - The company confirmed that its products can be applied in the fields of 6G communication and satellite communication [2] - The company acknowledged the inquiry from investors regarding potential collaborations in these advanced technology areas [2] - The response indicates the company's engagement with emerging technologies and its readiness to explore new market opportunities [2]

Core Insights - The core viewpoint of the article emphasizes the significant role of medium and high-voltage variable frequency drives (VFDs) in industrial production, driven by China's "dual carbon" strategy and policy support, leading to a stable growth in market demand [1][10]. Industry Overview - Medium and high-voltage VFDs are essential for adjusting motor speed and operational status to meet various process requirements, commonly used in fans, pumps, and compressors [1][6]. - The market size of China's medium and high-voltage VFD industry is projected to grow from 10.8 billion yuan in 2017 to 21.6 billion yuan in 2024, with a compound annual growth rate (CAGR) of 10.41% [1][11]. Industry Chain - The upstream of the medium and high-voltage VFD industry includes raw materials and components such as transformers, IGBTs, capacitors, and cooling systems [8]. - The downstream applications encompass sectors like electricity, petrochemicals, construction materials, coal, and metallurgy [8]. Market Demand and Growth - The demand for medium and high-voltage VFDs is significantly influenced by the need for energy conservation and emission reduction in high-energy-consuming industries, particularly under strict environmental regulations [1][10]. - The industrial power generation in China is expected to grow from 6,275.82 billion kWh in 2017 to 9,418.1 billion kWh in 2024, with a CAGR of 5.97% [9][10]. Competitive Landscape - The medium and high-voltage VFD industry in China features a diversified competitive landscape, with both international brands (like Schneider, ABB, Siemens) and domestic leaders (like Invt, Huichuan Technology, and HeKang New Energy) [11]. - Domestic companies are gaining market share by leveraging localized service responsiveness and competitive product pricing [11]. Key Companies - Invt Electric Co., Ltd. focuses on industrial automation and energy sectors, reporting a revenue of 1.153 billion yuan from VFDs in the first half of 2025, a year-on-year increase of 6.56% [12]. - Huichuan Technology Co., Ltd. provides automation solutions across various industries, with a revenue of 8.807 billion yuan from general automation in the first half of 2025, reflecting a year-on-year growth of 17.11% [13]. Development Trends - Future trends in the medium and high-voltage VFD industry include energy efficiency optimization and enhanced dynamic response capabilities through advanced semiconductor devices and control algorithms [14]. - The integration of VFDs into the industrial internet will enable full lifecycle digital management, enhancing operational efficiency and predictive maintenance [15]. - VFDs are expected to evolve into power conversion nodes with multi-energy interfaces, supporting renewable energy integration and smart grid functionalities [15].

中国·厦门 福 建 远 大 律 师 事 务 所 Far&Wide Associated Law Office 关于厦门法拉电子股份有限公司 2025 年第一次临时股东会 之 法律意见书 出具日:二〇二五 年 十二 月 二十四 日 法拉电子 2025年第一次临时股东会 法律意见书 福建远大律师事务所 关于厦门法拉电子股份有限公司 2025年第一次临时股东会的 浩 律 意 见 书 致:厦门法拉电子股份有限公司 福建远大律师事务所接受厦门法拉电子股份有限公司(以下简称 "公司"）的委托,对公司 2025年 12 月 24 日召开的 2025年 第一次临时股东会(以下简称"本次股东会"或"会议")进行见证。 本所律师根据《中华人民共和国公司法》(以下简称"《公司法》")、 《上市公司股东会规则》和《厦门法拉电子股份有限公司章程》(以 下简称"《公司章程》"),按照律师行业公认的业务标准、道德规 范和勤勉尽责精神,就公司本次股东会的召集、召开程序、召集人及 出席会议人员的资格、表决程序及结果等有关事宜出具本法律意见书。 第 1 页,共7页 法拉电子 2025年第一次临时股东会 法律意见书 本所律师认为: 本所律师声明: ...

证券代码：600563 证券简称：法拉电子 公告编号：2025-026 厦门法拉电子股份有限公司 2025年第一次临时股东会决议公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示： 本次会议是否有否决议案：无 一、 会议召开和出席情况 | 1、出席会议的股东和代理人人数 | 357 | | --- | --- | | 2、出席会议的股东所持有表决权的股份总数（股） | 122,277,474 | | 3、出席会议的股东所持有表决权股份数占公司有表决权股 | | | 份总数的比例（%） | 54.3455 | (四) 表决方式是否符合《公司法》及《公司章程》的规定，大会主持情况等。 会议由公司董事会召集，董事长卢慧雄主持，采取现场投票及网络投票相结合的 方式召开并表决。会议的召集和召开符合《公司法》《公司章程》等相关法律法 规的规定。 (一) 股东会召开的时间：2025 年 12 月 24 日 (二) 股东会召开的地点：厦门市海沧区新园路 99 号法拉电子办公楼 (三) 出席会议的普通股股东和恢复表决权的优先股股 ...

Core Viewpoint - Far East Electronic (600563.SH) has stated that the company does not possess certifications or qualifications related to the European Space Agency (ESA) or other European/international aerospace standards (such as ECSS) and military fields [1] Company Summary - The company lacks relevant certifications for aerospace and military sectors, which may impact its competitiveness in these industries [1]

Group 1 - The core viewpoint of the article is that Farah Electronics (600563.SH) has successfully applied its products in various types of new energy vehicles [1] Group 2 - The company is actively engaging with investors through an interactive platform to communicate its product applications [1]