（文章来源：第一财经） 云意电气公告，公司实际控制人、董事长兼总经理付红玲计划自公告披露之日起6个月内，通过深圳证 券交易所系统以集中竞价方式增持公司股份，拟合计增持金额不低于人民币1000万元且不高于人民币 2000万元，增持资金来源为自有或自筹资金。增持计划不设置价格区间，将根据公司股价波动情况及市 场趋势择机实施。 ...

Core Insights - The company reported a third-quarter revenue of 568 million yuan, representing a year-on-year increase of 7.24% [1] - The net profit for the third quarter was 110 million yuan, showing a year-on-year growth of 13.39% [1] - For the first three quarters, the total revenue reached 1.666 billion yuan, with a year-on-year increase of 7.05% [1] - The net profit for the first three quarters amounted to 331 million yuan, reflecting a year-on-year growth of 7.80% [1]

江苏云意电气股份有限公司 2025 年第三季度报告 证券代码：300304 证券简称：云意电气 公告编号：2025-062 江苏云意电气股份有限公司 2025 年第三季度报告 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。 重要内容提示： 1.董事会及董事、高级管理人员保证季度报告的真实、准确、完整，不存在虚假记载、误导性陈述或 重大遗漏，并承担个别和连带的法律责任。 2.公司负责人、主管会计工作负责人及会计机构负责人(会计主管人员)声明：保证季度报告中财务信 息的真实、准确、完整。 3.第三季度财务会计报告是否经过审计 □是 否 一、主要财务数据 | | | | 单位：元 | | --- | --- | --- | --- | | 项目 | 本报告期金额 | 年初至报告期期末金额 | 说明 | | 非流动性资产处置损益（包括已计提资产减 | 175,480.51 | -73,977.72 | | | 值准备的冲销部分） | | | | | 计入当期损益的政府补助（与公司正常经营 业务密切相关、符合国家政策规定、按照确 定的标准享有、对公司损益产生持续影响的 ...

Core Viewpoint - Yunyi Electric experienced a 5.27% increase in stock price, reaching 12.59 CNY per share, with a total market capitalization of 11.056 billion CNY as of October 15 [1] Company Overview - Jiangsu Yunyi Electric Co., Ltd. was established on April 27, 2007, and went public on March 21, 2012. The company is located in the Tongshan Economic Development Zone, Xuzhou, Jiangsu Province [1] - The main business activities include the research, production, and sales of automotive intelligent core electronic products, such as vehicle intelligent power controllers, intelligent motors and control systems, and new energy vehicle motors and control systems [1] Revenue Composition - The revenue composition of Yunyi Electric is as follows: - Intelligent controllers and components: 62.14% - Intelligent wiper system products: 12.56% - Semiconductor power devices: 9.89% - Others: 5.86% - New energy connection components: 4.17% - Sensor products: 4.07% - Power: 1.31% [1] Shareholder Information - The top circulating shareholder is a fund under the Fortune Fund, specifically the Fortune Tianyi Value Mixed A/B (100020), which held 14.0331 million shares, unchanged from the previous period, representing 1.64% of circulating shares [2] - The estimated floating profit for this fund today is approximately 8.8409 million CNY [2] Fund Performance - Fortune Tianyi Value Mixed A/B (100020) was established on June 15, 2004, with a current scale of 3.203 billion CNY. Year-to-date returns are 14.74%, ranking 4957 out of 8161 in its category; the one-year return is 12.07%, ranking 5095 out of 8015; and since inception, the return is 1474.2% [2]

Core Points - Yunyi Electric's stock price has dropped by 5% on October 14, reaching 12.16 CNY per share, with a trading volume of 191 million CNY and a turnover rate of 1.79%, resulting in a total market capitalization of 10.678 billion CNY [1] - The stock has experienced a continuous decline for four days, with a cumulative drop of 8.24% during this period [1] Company Overview - Jiangsu Yunyi Electric Co., Ltd. was established on April 27, 2007, and listed on March 21, 2012 [1] - The company specializes in the research, production, and sales of automotive intelligent core electronic products, including vehicle intelligent power controllers, intelligent motors and control systems, and new energy vehicle motors and control systems [1] - The revenue composition of the main business includes: intelligent controllers and components (62.14%), intelligent wiper system products (12.56%), semiconductor power devices (9.89%), others (5.86%), new energy connection components (4.17%), sensor products (4.07%), and power (1.31%) [1] Shareholder Information - The top circulating shareholder is a fund under the Fortune Fund, specifically the Fortune Tianyi Value Mixed A/B fund, which holds 14.0331 million shares, unchanged from the previous period, accounting for 1.64% of the circulating shares [2] - The fund has incurred a floating loss of approximately 8.9812 million CNY today and a total floating loss of 16.1381 million CNY during the four-day decline [2] - The Fortune Tianyi Value Mixed A/B fund was established on June 15, 2004, with a latest scale of 3.203 billion CNY, and has achieved a year-to-date return of 17.14% [2]

Group 1 - The core point of the news is that Yunyi Electric's stock price increased by 5.24% to 13.85 CNY per share, with a trading volume of 298 million CNY and a turnover rate of 2.55%, resulting in a total market capitalization of 12.162 billion CNY [1] - Yunyi Electric, established on April 27, 2007, and listed on March 21, 2012, specializes in the research, production, and sales of automotive intelligent core electronic products, including intelligent power controllers and new energy vehicle motor control systems [1] - The company's main business revenue composition includes: intelligent controllers and components (62.14%), intelligent wiper system products (12.56%), semiconductor power devices (9.89%), and other categories [1] Group 2 - Among the top ten circulating shareholders of Yunyi Electric, a fund under the Fortune Fund holds 14.0331 million shares, unchanged from the previous period, representing 1.64% of the circulating shares, with an estimated floating profit of approximately 9.6829 million CNY [2] - The Fortune Tianyi Value Mixed A/B fund, managed by Tang Yiheng, has a total asset scale of 3.229 billion CNY, with a year-to-date return of 19.97% and a one-year return of 27.49% [2][3] - Tang Yiheng has been managing the fund for 6 years and 71 days, achieving a best fund return of 40.17% and a worst fund return of -40.05% during his tenure [3]

每经AI快讯，云意电气（SZ 300304，收盘价：13.16元）9月26日晚间发布公告称，公司第六届第三次 董事会会议于2025年9月26日在公司会议室以现场表决的方式召开。会议审议了《关于第二期员工持股 计划预留份额分配的议案》等文件。 2025年1至6月份，云意电气的营业收入构成为：汽车电子占比94.2%，其它占比4.48%，电力占比 1.31%。 截至发稿，云意电气市值为116亿元。 每经头条（nbdtoutiao）——5年增长33倍，这类新险种卖爆了，身边很多人都需要，30多家险企蜂拥而 入⋯⋯ （记者 张明双） ...

证券代码：300304 证券简称：云意电气 公告编号：2025-061 江苏云意电气股份有限公司 关于第二期员工持股计划预留份额分配的公告 本公司及监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 9 月 26 日召开第 六届董事会第三次会议，审议通过了《关于第二期员工持股计划预留份额分配的 议案》，同意公司对第二期员工持股计划（以下简称"本员工持股计划"）预留份 额进行分配。根据《江苏云意电气股份有限公司第二期员工持股计划（草案）》 （以下简称"《第二期员工持股计划》"）和《江苏云意电气股份有限公司第二期 员工持股计划管理办法》（以下简称"《管理办法》"）的有关规定，本次预留份额 分配事项在董事会审批权限范围内，无需提交公司股东会审议。现将具体情况公 告如下： 一、本员工持股计划已履行的决策程序和信息披露情况 （一）2025 年 1 月 8 日，公司召开第五届董事会第十六次会议，审议通过 了《关于<江苏云意电气股份有限公司第二期员工持股计划（草案）>及其摘要 的议案》、《关于<江苏云意电气股份有限公司第二期 ...

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。 一、董事会会议召开情况 江苏云意电气股份有限公司（以下简称"公司"）第六届董事会第三次会议于 2025 年 9 月 26 日上午 10：00 在公司会议室以现场表决的方式召开。公司董事 会已于 2025 年 9 月 23 日向公司董事、高级管理人员发出了召开本次董事会会议 的通知。本次会议由公司董事长付红玲女士召集并主持，应到董事 9 名，实到董 事 9 名，公司高级管理人员列席了会议。本次会议召集和召开程序及参会人员符 合《中华人民共和国公司法》等法律法规、规范性文件及《江苏云意电气股份有 限公司章程》的规定，表决所形成决议合法、有效。 二、董事会会议审议情况 （一）审议通过了《关于第二期员工持股计划预留份额分配的议案》 证券代码：300304 证券简称：云意电气 公告编号：2025-060 江苏云意电气股份有限公司 第六届董事会第三次会议决议公告 三、备查文件 1、经与会董事签字并加盖董事会印章的董事会决议； 2、公司董事会薪酬与考核委员会会议决议。 特此公告 江苏云意电气股份有限公司董事会 二〇二五年九月二 ...

Core Insights - The electronic wiper industry is closely linked to the automotive sector, with increasing demand driven by rising vehicle ownership and the rapid development of new energy vehicles in China [1][7] - The market size of the electronic wiper industry in China is projected to reach 5.4 billion yuan in 2024, reflecting a year-on-year increase of 5.9% [1][7] - The industry is experiencing a shift from high-end configuration to standard equipment, with sales expected to grow from 22.83 million units in 2019 to 25.58 million units by 2024, representing a compound annual growth rate of 2.3% [7][11] Industry Overview - Electronic wipers are advanced automotive components that enhance driving safety and comfort by providing automatic control and precise adjustment based on environmental conditions [3][7] - Compared to traditional mechanical wipers, electronic wipers offer superior technology, better user experience, lower noise, and energy consumption [1][7] Industry Chain - The upstream of the electronic wiper industry includes materials like plastics and rubber, as well as components such as motors and sensors, which are essential for the wiper's functionality [6] - The midstream involves the manufacturing of electronic wipers, while the downstream encompasses applications in various transportation sectors, including automotive and rail [6] Competitive Landscape - The electronic wiper market is competitive, with both international players like Bosch and Valeo and domestic companies such as Shenghua Bo and Yunyi Electric vying for market share [8][9] - Domestic firms are enhancing their competitiveness through technological innovation and improved product quality [9] Development Trends - The market for electronic wipers is expected to expand further due to increasing vehicle ownership and consumer demand for safety and comfort [11] - Technological advancements will drive the industry towards greater intelligence, efficiency, and environmental sustainability [13] - Collaboration across the industry chain will be crucial for future growth, optimizing resource allocation and enhancing overall competitiveness [14]