金帝股份：碳纤维缠绕转子已成功制样，并交付给客户使用

Core Viewpoint - The company has developed full-stack carbon fiber winding rotor technology and has successfully created samples of carbon fiber winding rotors for customer use, indicating a significant advancement in motor efficiency and miniaturization [2] Company Summary - The company possesses the capability for independent research and development of dry and wet winding equipment, which has undergone multiple technical iterations to meet the market demand for high-speed motor rotors [2] - The company has established its own production line for carbon fiber rotors, which has successfully produced samples that have been delivered to customers [2] - Currently, the carbon fiber winding rotor products have only generated sample revenue and do not significantly impact the company's overall performance [2] Industry Summary - The application of carbon fiber technology is expected to lead to breakthrough developments in the industry, allowing for motor miniaturization while enhancing overall efficiency under the same power design [2] - High-speed capabilities of carbon fiber rotors facilitate flexible spatial arrangements in motor design, which is advantageous for various applications [2]