调研速递|金杯电工接受西部证券等10家机构调研 透露业务新增长点与出海进展

Core Viewpoint - The company is actively expanding into new growth areas driven by global energy transformation and increasing demand in emerging applications, while also achieving significant progress in exports and overseas capacity development [2][3]. Group 1: New Growth Points - The company identifies new growth opportunities in response to changes in downstream demand, driven by global energy revolution, aging power grid upgrades in developed countries, and explosive growth in computing power [2]. - The focus is on high-quality flat electromagnetic wire for ultra-high voltage and high voltage transformers, while also accelerating expansion into new applications such as electric vehicles, wind power, photovoltaics, energy storage, and industrial robots [2]. Group 2: Export and Overseas Capacity Development - In the first half of the year, the company achieved rapid growth in overseas markets, with direct export revenue reaching 262 million yuan, a year-on-year increase of 37.99% [3]. - The company has successfully entered new overseas markets, including Central Asia, and is planning to establish an intelligent production base in Europe with an annual capacity of 20,000 tons of electromagnetic wire [3]. Group 3: Technological Advancements in New Energy Vehicles - The company is one of the few manufacturers mastering three insulation methods: "enamel," "enamel + film," and "PEEK insulation" for flat electromagnetic wire [4]. - It has developed 800V and 1000V flat electromagnetic wires for electric vehicle drive motors, with ongoing research and development for core technologies required for high-voltage platform models [4]. Group 4: Special Cables for Shielding Machines - The company has successfully developed a full range of special cables for shield tunneling machines, including main power cables, variable frequency cables, and control cables, effectively replacing imported products in hard rock tunneling machines [5]. - It has become a major supplier for key manufacturers in the tunneling equipment sector, such as China Railway Engineering Equipment Group and China Railway Construction Heavy Industry Group [5]. Group 5: Nuclear Power and Superconducting Products - In the nuclear power sector, the company has developed products for major projects, ending reliance on imports for high-temperature electromagnetic wires [6]. - The company is also investing in superconducting technologies, producing a series of superconducting cables for clients in the medical equipment manufacturing sector, including Siemens and GE [6].