Core Insights - The launch of the Audi E5 Sportback marks the entry of China's smart material technology into the luxury automotive supply chain, featuring the EC smart dimming glass from Guangyi Technology [1][2] - The EC dimming glass technology has transitioned from niche applications to mainstream adoption, driven by advancements in material, structure, and process by Chinese companies [1][3] - Guangyi Technology has established itself as a leader in mass production of large-area curved electrochromic glass, with a monthly delivery capacity exceeding 10,000 sets from its Suzhou factory [2][3] Company Overview - Guangyi Technology, founded in 2017, has become the only global company capable of mass-producing large-area curved electrochromic glass [2] - The company has developed a complete vertical integration capability, covering raw material synthesis, electrochemical system design, and vehicle integration [2] - Guangyi has secured over 660 core patents across various fields, demonstrating its technological prowess and innovation [2] Industry Trends - The focus of in-car smart configurations is shifting towards environmental perception and experience management, with dimming glass playing a crucial role in this trend [3][4] - Dimming glass is expected to replace traditional sunshades and provide multiple benefits, including thermal control, privacy, visual integration, and energy efficiency [3] - The global smart dimming glass market is projected to exceed 100 billion RMB by 2030, with automotive applications accounting for over 60% of the market share [3] Market Positioning - The integration of Guangyi's dimming glass into Audi's offerings signifies a shift from niche to mainstream applications within luxury brands [2][4] - The successful collaboration with Audi highlights Guangyi's capability to co-develop and deliver stable supply chain solutions for luxury brands [2][4] - The rise of Chinese material technology companies like Guangyi is reshaping the global automotive supply ecosystem, establishing a new materials landscape [3][4]

Group 1 - The investment promotion bureau's European representative office organized a delegation of technology companies from the UK, Belgium, Italy, and Hungary to conduct investment promotion activities in Tongling City [1] - Tongling city officials, including the mayor and party secretary, welcomed the European technology companies and introduced the city's open innovation history and thriving export-oriented economy [1] - During the investment environment promotion meeting, European companies expressed their willingness to invest and cooperate in China, showcasing projects from companies like A&B Smart Materials, Hyper Wind, and Clan Healthcare [1] Group 2 - The investment promotion bureau's deputy director emphasized the vast opportunities in the Chinese market for innovation and pledged to assist companies in their investment and cooperation efforts [1] - Tongling city maintains a highly open attitude towards international cooperation and aims to create an internationalized, market-oriented, and standardized business investment environment [1] - The European delegation visited the Tongling Economic and Technological Development Zone and learned about the development of new productive forces at local companies [2]

Group 1 - Xiaomi's first mid-to-large SUV, YU7, features a large smart dimming canopy, highlighting the application of advanced optical materials in automotive design [1] - The core technology supplier for this feature is Guangyi Technology, which provides next-generation electrochromic (EC) smart glass with a shading rate of 99.85% and blocks 99.9% of UV and infrared rays [1] - Guangyi Technology, founded in 2017, is the only company globally capable of mass-producing EC smart glass, with its products already used in over 20 mass-produced vehicle models from brands like NIO, Zeekr, Audi, BYD, and Avita [1] Group 2 - Beyond automotive applications, Guangyi is expanding into building facades and consumer electronics, with its architectural products implemented in multiple green low-carbon demonstration projects in Shanghai and Zhejiang [2] - The company has established a complete technological closed loop from automotive-grade technology to mass production and system integration, positioning itself as a representative enterprise in China for breakthroughs in this field [2] - The industry anticipates that smart dimming glass will expand from automotive applications to aerospace, architecture, and consumer electronics over the next five years, driven by user experience and the demand for differentiated smart cockpits from automakers [2]