艾为电气：筑牢客户合作壁垒，从国内主流车企供应链迈向国际市场

Core Insights - Shenzhen Aiwei Electric Technology Co., Ltd. specializes in digital control and power electronics products and solutions for new energy vehicles, with a focus on high-voltage controllers for thermal management [1] - The company has established a strong market position and brand recognition in the thermal management high-voltage controller sector through years of independent innovation and industry experience [1] Industry Dynamics - The automotive industry experiences long R&D cycles and significant investment in components, leading to strong supplier relationships due to high product quality requirements and lengthy testing times [2] - This stable cooperation is crucial for the efficient operation and quality assurance of the automotive supply chain, prompting all parties to enhance their capabilities to maintain a healthy collaborative ecosystem [2] Market Position - Aiwei Electric has long-term partnerships with leading Tier 1 companies, resulting in its products being utilized by several mainstream new energy vehicle manufacturers [2] - According to ZhiShi Consulting, Aiwei Electric ranks first among third-party controller suppliers in the domestic market for thermal management high-voltage controllers in 2024 [2] - The company is also expanding its overseas business, having entered the supply chain of international automotive parts giant Valeo, establishing a dual-circulation business model for domestic and international markets [2]