XEMC(SH:600416) Yang Shi Xin Wen·2025-09-30 01:24Core Viewpoint - The article highlights the advancements and breakthroughs in the electric motor industry in China, particularly focusing on the achievements of Xiangdian Group in developing high-efficiency and energy-saving electric motors, as well as their transition into new markets such as aviation and electric vehicles. Group 1: Technological Breakthroughs - The world's first steel pipe rolling line using permanent magnet synchronous motors has been established, showcasing high precision and low energy consumption [2] - Xiangdian's development of a large-power pure electric ducted fan propulsion system marks a significant step in the electrification of aviation in China [4][6] - The company has successfully created over 3,000 types of high-efficiency energy-saving motors, contributing to key industries like power energy, mining metallurgy, and transportation [20] Group 2: Historical Context and Evolution - Xiangdian Group has produced over 1,100 new products, with more than 100 filling national gaps, establishing itself as a leader in the Chinese electric motor industry [10] - The company’s transformation began over a decade ago when it seized the opportunity presented by the national strategy to promote high-efficiency motors, addressing the high energy consumption issues in the industrial sector [10] Group 3: Innovation and Manufacturing Challenges - The company invested over 19 million yuan to initiate a smart workshop project aimed at controlling micro-defects in silicon steel sheets to enhance motor efficiency [14] - Innovations in materials have allowed the company to reduce the thickness of wire coils from 0.7 mm to 0.5 mm, resulting in a 15% reduction in motor volume and a 10% reduction in weight [18] Group 4: Market Expansion and New Directions - Xiangdian is actively developing new aviation motor products, positioning itself in the emerging field of aviation electrification as traditional motor markets become saturated [23] - The company has successfully ventured into new markets, including the world's first 100-ton pure electric dump truck and the largest pure electric transport ship in domestic inland waters [25][26] - In the first seven months of this year, Xiangdian achieved revenue exceeding 3 billion yuan, demonstrating the effectiveness of its transformation efforts [27]