证券日报网1月20日讯 ，卡倍亿在接受调研者提问时表示，公司目前高速铜缆业务进展符合预期，公司 已完成56G、112G、224G三种传输速率的高速铜缆线材样品开发，均通过了内部性能测试及部分客户 的性能测试，目前224G产品已实现小批量量产，公司会严格按照相关法律法规的要求进行信息披露。 （文章来源：证券日报） ...

证券日报网1月20日讯 ，卡倍亿在接受调研者提问时表示，公司墨西哥生产基地经营状况良好，其生产 的汽车线缆产品主要供给在墨西哥当地设厂的世界知名汽车线束厂商。目前，公司墨西哥生产基地不存 在受美国关税影响的情况，此外，部分北美客户为规避供应链相关风险，本地化采购需求正在切实增 长，所以墨西哥子公司业务发展非常顺利。 （编辑 王雪儿） ...

（编辑 王雪儿） 证券日报网1月20日讯 ，卡倍亿在接受调研者提问时表示，卡倍亿目前的主要产品包括数据线缆、新能 源线缆和普通线缆等。公司产品主要应用于汽车行业、储能电站行业、数据中心行业等领域。2025年3 月，公司正式设立机器人事业部门，将利用现有的各方面优势，布局机器人线缆行业。 ...

Group 1 - The company, 卡倍亿 (300863), has core management personnel with many years of industry experience, which contributes to a deep understanding of product development, production, and sales across various fields [1] - The company acknowledges areas that require improvement and enhancement, indicating a commitment to continuous development [1] - The company is actively cultivating internal talent while also bringing in external professionals to strengthen its capabilities [1]

Core Viewpoint - The company is experiencing strong customer demand and is confident in its future business development, with ongoing expansion in its main business areas [2] Group 1: Business Operations - The company reports that all production and operations are normal [2] - The "Hubei Kabeiyi Production Base Project" has officially reached the production capacity stage [2] - The "Ninghai Automotive Cable Expansion Project" has completed construction and is now in the capacity ramp-up phase [2] Group 2: International Expansion - The company has invested in building a production base in Mexico to enhance its international strategic layout [2] - The Mexican factory has also entered the capacity ramp-up phase [2] - These domestic and international strategic layouts are expected to further enhance the market competitiveness of the company's products [2]

Group 1 - The company, Kabeiyi, has entered the supply chains of major electric vehicle manufacturers including BYD, Tesla, Geely, NIO, Li Auto, Xpeng, and Xiaomi in the new energy vehicle sector [2]

Core Viewpoint - The company is progressing well in its operations, particularly with its production base in Mexico entering a ramp-up phase and securing significant contracts with major automotive clients [2]. Group 1: Production and Operations - The company's Mexican production base has entered the capacity ramp-up stage and is advancing according to plan, with good operational conditions [2]. - The company announced on March 28, 2025, that its Mexican subsidiary received a procurement designation notification from a well-known international automotive wiring harness company [2]. Group 2: Contracts and Sales - The Mexican subsidiary will supply automotive cable products to the client's factory in Mexico, with a supply period from 2025 to 2027, totaling approximately 1.64 million kilometers of products [2]. - The expected total sales from this contract are approximately 1 billion RMB [2]. - The Mexican subsidiary is also in discussions with traditional major clients such as Aptiv and Yazaki, with positive progress in related business [2].

Core Viewpoint - The company has officially signed a strategic cooperation agreement with Shanghai Matrix Superintelligent System Integration Co., Ltd. to enhance the development of humanoid robots through technology innovation and supply chain collaboration [1] Group 1: Strategic Cooperation - The partnership aims to establish a long-term and stable strategic relationship between the two companies [1] - The goal is for the company to become an important supplier of robot cables and other related fields for Matrix Superintelligent [1] - Both companies will work together on technology collaboration, joint development, and supply chain optimization to enhance product competitiveness [1] Group 2: Investment and Stakeholding - The company has also acquired a stake in Matrix Superintelligent, with further details available in the National Enterprise Credit Information Publicity System [1]

Core Insights - The company has achieved significant advancements in the research and industrialization of high-speed copper cable products, establishing a comprehensive technical system and scalable delivery capabilities driven by AI computing demand [1][2] - The company has successfully mass-produced 56G, 112G, and 224G co-extruded products, with a particular emphasis on the 224G physical foaming products, which are now ready for mass production [1] - The company has a variety of mainstream structural design solutions for high-speed copper cables, showcasing its strong technological foresight and continuous innovation capabilities [1] Technical Developments - The company has fully mastered the mass production capabilities for 56G, 112G, and 224G products, with a complete product matrix established [1] - The company has successfully passed certification from major North American clients for its high-speed copper cable products, validating its technical specifications and quality management [2] - The performance and quality of the company's products meet the requirements of global tech giants like NVIDIA, Amazon, Google, and Huawei in AI computing clusters and large-scale data centers [2] Production Capacity and Global Strategy - The company has successfully deployed production lines for 224G foaming equipment, with three lines in Shanghai and two in Mexico, aimed at enhancing global capacity and responsiveness to market demands [1] - The company plans to strengthen its global capacity layout in line with its strategic and refinancing plans [1] - The company is committed to focusing on high-speed transmission and increasing R&D investment while deepening its global supply chain and production capacity layout [2]

宁波卡倍亿电气技术股份有限公司 投资者关系活动记录表 证券代码： 300863 证券简称：卡倍亿 6.请介绍一下公司与矩阵超智的合作？ 答：投资者您好！公司墨西哥生产基地已进入产能爬坡阶段，目 前正按计划推进生产经营工作，经营状况良好。公司也曾于 2025 年 3 月 28 日发布公告，公司的墨西哥子公司收到了某国际知名 汽车线束公司的采购定点通知。公司的墨西哥子公司作为该客户 的合格供应商，将为该客户的墨西哥工厂提供汽车用线缆产品, 定点项目具体情况:供货产品为汽车用线缆产品，供货周期为 2025 年至 2027 年，合计供货数量约 164 万公里，预计销售总额 折合人民币约 10 亿元。此外，墨西哥子公司也在与安波福、矢 崎等传统大客户洽谈合作，相关业务进展顺利。 答：投资者您好！公司与上海矩阵超智系统集成有限公司（简称 "矩阵超智"）已正式签署战略合作协议，双方将围绕技术创新、 供应链协同与产业共建等方面展开深度合作，共同推进人形机器 人业务的快速发展。根据战略合作协议，双方将建立长期、稳定 的战略合作伙伴关系。卡倍亿的目标是成为矩阵超智在机器人线 | 缆等领域的重要供应商。双方将通过技术协同、联合开发 ...