国瓷材料(300285.SZ)：公司陶瓷球已搭载国内外多家头部新能源车企的主力车型

Core Viewpoint - The company is experiencing increased demand for its ceramic balls due to the growing adoption of high-voltage fast charging technology in electric vehicles and the rapid development of the robotics sector [1] Group 1: Electric Vehicle Sector - The promotion of 800V and 1000V high-voltage fast charging technology has highlighted the issue of electrical corrosion in traditional drive motor steel ball bearings [1] - The company's ceramic balls are already being supplied in bulk to several leading domestic and international electric vehicle manufacturers for their main models [1] Group 2: Robotics Sector - The rapid development in the robotics field is creating a demand for ceramic bearing balls, as robotic joints and drive systems require bearings that maintain stability and precision at high rotational speeds [1] - The characteristics of ceramic bearing balls, such as lightweight, low density, high precision, and long lifespan, position them as an ideal bearing material choice for the robotics industry [1] - The company will continue to monitor new application directions for its products in this sector [1]