英搏尔：公司2025年上半年公司电源总成出货44.22万台

Core Viewpoint - The company, Yingboer (300681), reported a significant increase in the shipment of its powertrain and power systems, indicating strong growth in the electric vehicle components market [1] Group 1: Product Performance - In the first half of 2025, the company shipped a total of 442,200 power assemblies, representing a year-on-year growth of 17.46% [1] - The company delivered 159,400 drive systems, with multi-in-one products experiencing a remarkable year-on-year growth of 185.47% [1] - The sales proportion of drive assemblies and power assemblies increased from 72.42% in the same period last year to 84.98% [1] Group 2: Market Position - The company ranks among the top domestic Tier 1 suppliers in terms of total sales of power assemblies, drive assemblies, multi-in-one drive assemblies, and motor controllers for new energy passenger vehicles [1] Group 3: Business Outlook - The revenue from the electric drive assembly business in the second half of the year is influenced by various factors, including industry cycles and customer order acquisition [1] - The company maintains close communication with relevant customers to monitor market dynamics and changes in demand [1]