云意电气：2025年上半年公司新能源连接类零组件业务实现快速增长

Core Viewpoint - Yunyi Electric (300304) is focusing on the strategic new track of new energy connection components, expecting rapid growth in the first half of 2025 due to expanding external market demand and strong internal support in products, customers, and services [1] Group 1: Business Development - The new energy connection components business includes various products such as high-voltage connectors for vehicles, charging connectors, energy storage connectors, and high-voltage components for new energy vehicles [1] - The company has begun mass delivery of high-voltage connectors for new energy vehicles to clients like Xugong Power and Bosch [1] - Collaboration with leading charging pile companies such as Keda Intelligent (300222) and Xuchang Electric (000400) has been established for charging connector products, supplying to automakers like Geely and Xiaomi [1] Group 2: Market Positioning - The precision connection components are already being applied in the main drive motor systems, IPB parking systems, and 48V motors of new energy vehicles for clients including Bosch, Valeo, SEG, Garrett, and Nidec [1] - The company aims to leverage advantages in synchronous development with clients, rapid response, agile delivery, and integration of the supply chain to deepen cooperation with major clients and expand application scenarios for high-voltage connection components [1]