格隆汇8月14日丨沃格光电(603773.SH)在投资者互动平台表示，公司具有电致变色技术储备，目前暂无 相关量产产能规划。 ...

Core Insights - The automotive industry is increasingly focused on sun protection and heat insulation, particularly highlighted by Xiaomi's SU7 and YU7 models, which utilize advanced glass technologies to achieve high UV and infrared light blocking rates [1][5] - Xiaomi's YU7 Max features an intelligent dimming canopy that can adjust between high transparency and high shading states, achieving a UV and infrared blocking rate of 99.99% and a shading rate of 99.85% [1][2] - The collaboration between Xiaomi and Guangyi Technology has led to significant advancements in electrochromic glass technology, allowing for a black color option that enhances aesthetics and functionality [3][4] Technology and Innovation - The EC electrochromic technology used in the YU7 Max allows for a large, curved glass area to switch between transparent and opaque states, providing a unique user experience [2][3] - Guangyi Technology has overcome previous limitations in color options for electrochromic glass, moving from blue to black, which is more appealing to consumers and better suited for privacy and sun protection [4][7] - The development of the YU7 Max's dimming canopy took over two years, focusing on meeting automotive standards and enhancing user experience through rigorous testing [8][9] Market Trends - The automotive market is shifting from performance-based competition to a focus on user experience, with companies like Xiaomi and NIO innovating to create differentiated value through technology [5][6] - The increasing adoption of dimming glass in high-end models indicates a growing willingness among manufacturers to invest in advanced features that enhance user comfort and safety [11][12] - Future trends suggest a move towards full vehicle dimming capabilities, driven by advancements in technology and changing consumer expectations [16][18]

Core Insights - Xiaomi's YU7 Max SUV has achieved significant market success, with over 200,000 pre-orders within three minutes and 240,000 within 18 hours of launch [1] - The vehicle features an advanced EC electrochromic smart glass solution provided by Guangyi Technology, which offers high UV and infrared light blocking capabilities [1][2] - Guangyi Technology has established itself as a leader in the electrochromic technology space, with a focus on vertical integration and cross-industry applications [4][8] Group 1: Product Features and Technology - The YU7 Max's electrochromic glass allows users to adjust light transmission and heat insulation actively, enhancing the driving experience [2] - The technology requires only 1.5V to operate and maintains its state without continuous power, addressing common consumer concerns about energy consumption and durability [2] - The smart glass not only serves functional purposes but also enhances the vehicle's aesthetic appeal, making it attractive to younger consumers [3] Group 2: Company Overview and Market Position - Guangyi Technology, founded in 2017, has rapidly transitioned from a materials research company to a key player in the electrochromic technology market, with over 600 patents [4][8] - The company utilizes a flexible PET film base and roll-to-roll production technology, allowing for large-scale manufacturing suitable for various applications, including automotive and consumer electronics [5] - Guangyi has established partnerships with multiple automotive brands, including NIO, BYD, and Audi, and has expanded its product offerings to include consumer electronics [5][6] Group 3: Market Trends and Future Outlook - The global electrochromic (EC) market is projected to exceed $3 billion by the end of 2024, with an expected annual growth rate of over 20% in the next five years [9] - Key growth areas include smart automotive applications, energy-efficient building glass, and consumer electronics such as smart glasses and adjustable light smartphones [9] - Guangyi's advancements in EC technology position it as a critical player in the industry's evolution, influencing value chain restructuring and standardization efforts [9]

Core Insights - Xiaomi's first mid-to-large SUV, YU7, was officially launched, featuring a large smart dimming canopy that has attracted significant attention [1] - Shenzhen Guangyi Technology Co., Ltd. is the core technology supplier for the new generation electrochromic (EC) smart glass used in the YU7, highlighting the growing importance of smart optical materials in automotive interiors [1] Company Overview - Guangyi Technology is the world's first company to achieve mass production of large-area flexible curved EC products, transitioning electrochromic technology from concept to large-scale application [1] - The company utilizes self-developed flexible PET substrates and roll-to-roll (R2R) processes, filling a gap in the industry regarding lightweight and flexible solutions [1] - Guangyi Technology is currently the only company globally capable of mass-producing such products, with its EC smart glass already applied in over 20 mass-produced vehicle models [1] Production Capacity - The manufacturing center in Suzhou has surpassed a monthly delivery capacity of 10,000 sets on a single production line, ensuring large-scale delivery for automotive applications [1] Product Features - The new generation black electrochromic product used in the Xiaomi YU7Max offers a wider dimming range, deeper dark state performance, and better energy efficiency, while maintaining manufacturing stability [2] - The maturity and automation of the roll-to-roll process provide systematic advantages in cost control, yield stability, and delivery capabilities [2] Market Expansion - Beyond automotive applications, Guangyi Technology is expanding into building facades and consumer electronics, with its building products already implemented in several green low-carbon demonstration projects in Shanghai and Zhejiang [2] - The flexibility of the material platform enables the company to penetrate multiple terminals and cross-scenario applications [2]