Shang Hai Zheng Quan Bao·2025-09-01 20:40Core Viewpoint - Nasta Co., Ltd. has signed a strategic cooperation agreement with Zhuhai Jihai Semiconductor Co., Ltd. and Teld New Energy Co., Ltd. to enhance collaboration in the green low-carbon transformation of the transportation industry, although the agreement does not specify any financial commitments [2][3]. Agreement Overview - The strategic cooperation agreement aims to deepen the partnership between Jihai Semiconductor and Teld, focusing on mutual benefits, resource sharing, and joint development [3]. - The agreement is a framework for future cooperation and does not require board or shareholder approval [3]. Parties Involved - Teld is a subsidiary of Qingdao Tairui Electric Co., Ltd., a leading player in the electric vehicle charging sector, and aims to become the largest charging network operator in China [4]. Main Content of the Agreement - Market Cooperation: Both parties will recommend each other's products to enhance market presence [6]. - Product Innovation and Technology Collaboration: The agreement includes discussions on product innovation and technology development, particularly in the charging sector [7]. - Product Development and Project Collaboration: The parties will engage in regular communication and share core data to improve product delivery and market competitiveness [9]. - Product Testing: Teld will participate in the evaluation of new products during the testing phase [10]. - Products and Services Involved: The agreement covers charging-related products from Teld and MCU, DSP, and their derivatives from Jihai [11]. Impact on the Company - Charging Infrastructure: With over 30 million electric vehicles in China and only 14.4 million charging stations, there is significant market potential. The agreement aligns with national policies promoting domestic chip production and green energy infrastructure [12]. - Digital Power Sector: The demand for AI computing power is expected to drive growth in the digital power market, particularly in server power supply, with a projected compound annual growth rate of 15.5% from 2022 to 2026 [13]. - Policy Support: National policies are pushing for energy efficiency in data centers, which will increase the demand for high-performance DSP chips [14]. - The agreement is expected to enhance the company's product sales channels, R&D capabilities, and overall competitiveness, aligning with its long-term development strategy [14].