YODON(SZ:002406) Ge Long Hui·2025-08-05 06:35Core Viewpoint - Far East Transmission (002406.SZ) is focusing on high-end automotive drive shafts, with a strong emphasis on expanding its production capacity to meet increasing customer demand, including potential partnerships with leading manufacturers like Tesla [1] Group 1: Product and Market Focus - The company's constant velocity drive shaft products are primarily supplied to SAIC-GM-Wuling, Jiangling, and other new energy vehicle models, as well as passenger car models from Great Wall and Chery [1] - The company has a strong commitment to the high-end automotive drive shaft sector, supported by solid financial resources, an experienced management team, and extensive R&D and quality control expertise [1] Group 2: Expansion and Future Prospects - The second phase of the constant velocity expansion project is progressing smoothly, which will enable the company to fulfill more customer orders in the future [1] - The company aims to actively develop high-end clients, including outstanding automotive manufacturers like Tesla [1]