英搏尔接受调研时表示,将低空领域打造为第二增长曲线

Core Insights - The company, Yingboer (300681.SZ), is focusing on the low-altitude economy as a second growth curve, leveraging its expertise in the electric vehicle sector to explore new opportunities in this field [3][4] - The management outlined a development plan for 2025, which includes mass delivery of motors and controllers for eVTOLs, establishing a joint venture for intelligent production of eVTOL components, and expanding partnerships with leading clients in the low-altitude economy [3] - The company is committed to full localization of its supply chain, aligning with national macro strategies to ensure a reliable and secure industrial chain for its customers [4] Group 1 - The company has engaged with numerous institutions, including Kaiyuan Securities and Changjiang Securities, to discuss its strategic direction and growth opportunities [1] - Management emphasized the integration of their "integrated chip" technology and existing cooling and silicon carbide technologies in developing eVTOL products [3] - The company aims to achieve certification for its VT35 motor and controller by following its development schedule [3] Group 2 - The full localization strategy is a response to future industry competition and aims to build a robust supply chain for customer support [4] - Yingboer has become one of the first domestic companies to possess a fully localized vehicle power supply product and a complete localized supply chain system [4] - The company is actively pursuing strategic partnerships to enhance its product offerings in the flying car segment [3]

Enpower-英搏尔接受调研时表示,将低空领域打造为第二增长曲线 - Reportify