Core Viewpoint - The company plans to invest $66 million to establish a wholly-owned subsidiary and build a production base in Morocco to enhance its overseas business layout [1] Group 1: Investment Details - The total planned investment amount is $66 million [1] - The funding will be sourced from the company's own funds or raised funds [1] - The investment will cover expenses such as land acquisition, factory construction, and the purchase of fixed assets [1]

证券代码：300304 证券简称：云意电气 公告编号：2025-068 | | 角色 | 成为注 册会计 | 开始从事上市公 | | 开始在本所 | | 开始为本公司提 | 近三年签署及复 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 姓名 | | | 司和挂牌公司 | | 执业时间 | | 供审计服务时间 | 核过上市公司 | | | | 师时间 | 审计时间 | | | | | 审计报告家数 | | 陈艳 | 签字注册 会计师 | 2008 年 | 2008 | 年 | 2012 年 月 | 11 | 2025 年 | 3 家 | 江苏云意电气股份有限公司 关于变更签字会计师的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚 假记载、误导性陈述或重大遗漏。 江苏云意电气股份有限公司（以下简称"公司"）于 2025 年 8 月 26 日召开 的第六届董事会第二次会议及 2025 年 9 月 11 日召开的 2025 年第三次临时股东 会审议通过了《关于续聘会计师事务所的议案》，同意聘任中汇会计师事务所（特 殊普通 ...

Group 1 - The core viewpoint of the news is that Yunyi Electric has shown significant stock performance, with a year-to-date increase of 50.15% and a recent rise of 13.68% over the last five trading days [1] - As of September 30, 2025, Yunyi Electric reported a revenue of 1.666 billion yuan, representing a year-on-year growth of 7.05%, and a net profit attributable to shareholders of 331 million yuan, with a growth of 7.80% [2] - The company specializes in automotive intelligent core electronic products, including vehicle intelligent power controllers and new energy vehicle motor control systems, with its main business revenue composition being 62.14% from intelligent controllers and components [1][2] Group 2 - Yunyi Electric has a total market capitalization of 10.432 billion yuan, with a trading volume of 175 million yuan and a turnover rate of 1.75% as of December 25 [1] - The company has a total of 35,800 shareholders as of September 30, 2025, which is a decrease of 19.79% from the previous period, while the average circulating shares per person increased by 24.67% [2] - The company has distributed a total of 518 million yuan in dividends since its A-share listing, with 177 million yuan distributed in the last three years [3]

Group 1 - A new silicon-based quantum processor developed by SQC has achieved stable connectivity of 11 qubits, marking a significant advancement in quantum computing [2] - The People's Bank of China will provide two additional opportunities for individuals to query their credit reports for free in the first half of 2026, enhancing access to credit information [3] - The National Data Bureau has released a new batch of 30 public data demonstration scenarios aimed at promoting the development and utilization of public data across various sectors [4] Group 2 - The film "Avatar 3" has underperformed at the box office, with a total revenue of over 400 million yuan in its first three days, negatively impacting related stocks such as Bona Film Group [5] - Sazhi Intelligent has completed two rounds of financing totaling several hundred million yuan, which will be used for technology research and development as well as the construction of smart manufacturing production lines [6] - Meituan has invested in a robotics company, indicating its strategic focus on the robotics sector and the future of smart living and automation [7] Group 3 - In November, China's export volume of sucralose increased by 73.89% month-on-month, while the cumulative export for the first 11 months saw a decline of 20.83% year-on-year [8] - Bank of America has raised its target price for Micron Technology, with significant increases in earnings per share forecasts for the fiscal years 2026, 2027, and 2028 [9] - Tesla has rapidly expanded its Robotaxi project in California, indicating growth in its autonomous driving initiatives [10] Group 4 - UBTECH has won a nearly 60 million yuan project in the Greater Bay Area, with total orders for humanoid robots reaching nearly 1.4 billion yuan in 2025 [11] - A new "Hainan Short Drama Export Industry Base" has been established to support the international distribution of digital content, enhancing the region's creative industry [12] - Yunyi Electric has stated that the impact of the return of production capacity from Anshi to the mainland is minimal, with all business operations proceeding normally [13]

Group 1 - The company Yunyi Electric responded to investor inquiries regarding the technology route and project implementation status of Yushi Technology, indicating that this information falls under the operational scope of Yushi Technology itself [1] - Investors are advised to refer to official releases from Yushi Technology for accurate information [1] - The company emphasizes the importance of rational investment and awareness of investment risks [1]

Core Viewpoint - The A-share market experienced a collective rebound on December 19, with strong performance in smart driving and vehicle-road-cloud concepts, leading to significant increases in related ETFs and stocks [1]. Group 1: Market Performance - The three major A-share indices rebounded collectively, with notable gains in smart driving and vehicle-road-cloud sectors [1]. - As of 13:32, the Hong Kong Stock Connect Automotive ETF (159323) rose by 2.75%, the Smart Vehicle ETF (159888) increased by 1.9%, and the Automotive Parts ETF (562700) gained 1.87% [1]. - Related concept stocks such as Zhejiang Shibao and Suoling Co. hit the daily limit, with Haon Automotive rising over 14%, Jingwei Hengrun-W increasing over 12%, and Yunyi Electric rising over 10% [1]. Group 2: Regulatory Developments - On December 15, the Ministry of Industry and Information Technology announced the first batch of L3-level conditional autonomous driving vehicle permits in China, marking a significant step from testing to commercial application [1]. - According to Xinda Securities, regulations are gradually improving, and L3 and advanced intelligent driving are progressively being implemented [1]. - The domestic regulatory environment for smart connected vehicles is becoming more standardized, while independent brands are accelerating the development of intelligent driving technology, leading to an increase in industry penetration rates [1].

MACD金叉信号形成，这些股涨势不错！ 交银国际指出，辅助驾驶功能已逐渐成为中国消费者购车决策的重要考量因素，部分车企已具备L3级 智驾方案和L3级车型量产能力。L3级自动驾驶法规的正式落地将成为2026年行业发展的关键催化剂， 值得重点跟踪。 | 代码 | 名称 | | 涨幅% ↓ | 总市值 | 年初至今涨幅% | | --- | --- | --- | --- | --- | --- | | 301488 | 豪恩汽电 | | 20.00 | 156亿 | 208.24 | | 920092 | 汉鑫科技 | 1 | 19.50 | 29.33 乙 | 35.16 | | 300446 | 航天智造 | 1 | 16.48 | 222亿 | 61.94 | | 300304 | 云意电气 | - | 13.01 | 104亿 | 49.17 | | 688326 | 经年恒润-1 1 | | 12.19 | 132亿 | 31.00 | | 300552 | 万集科技 | 1 | 10.14 | 66.90亿 | -8.62 | | 002204 | 大连重工 | 1 | 10.04 | 152亿 | ...

Core Viewpoint - The autonomous driving sector is experiencing significant activity, driven by the recent approval of L3-level autonomous vehicle licenses, which marks a transition from technology development to commercial application [1][3]. Group 1: Market Performance - The autonomous driving sector saw active trading, with notable stock performances including: - Haoen Automotive Electronics (涨停, 20% increase) - Yunyi Electric (涨超12%) - Junsheng Electronics (涨10.02%) - Zhejiang Seabow (涨9.99%) - Luchang Technology (涨9.99%) [1][2]. Group 2: Policy and Industry Developments - The Ministry of Industry and Information Technology recently issued the first batch of L3-level conditional autonomous vehicle licenses, with Changan Automobile and BAIC Jihe being the first approved companies. Their vehicles will conduct pilot tests in designated congested and highway areas [3]. - The listing of Xidi Zhijia on the Hong Kong Stock Exchange marks it as the first publicly traded company in the commercial vehicle autonomous driving sector, focusing on smart mining and logistics [3]. Group 3: Impacted Sectors - L3-level autonomous vehicle manufacturers are expected to benefit from commercial opportunities, enhancing product competitiveness and market share as pilot operation data accumulates [4]. - The commercial vehicle intelligent driving solutions sector is poised for growth due to urgent demand in mining and logistics, supported by policy and leading company listings [4]. - The demand for high-precision sensors and core components will increase with the mass production of L3-level vehicles, benefiting upstream suppliers of lidar, cameras, and radar systems [4].

（文章来源：证券日报） 证券日报网讯 12月17日，云意电气在互动平台回答投资者提问时表示，公司目前已有储能连接器及线 束产品应用于储能柜，相关销售收入占总营收比重极低，且未纳入未来重点业务规划，敬请注意投资风 险。 ...

（记者 王晓波） 云意电气（300304.SZ）12月17日在投资者互动平台表示，公司目前已有储能连接器及线束产品应用于 储能柜，相关销售收入占总营收比重极低，且未纳入未来重点业务规划，敬请注意投资风险！ 每经AI快讯，有投资者在投资者互动平台提问：风电项目储能柜，公司是否有产品用于储能柜？ ...