半年报还显示，通达动力通过对产业结构的优化和转型不断提升科研和工艺创新能力，市场三大板块 中，在新能源汽车和风力发电板块持续发力。公司围绕"碳达峰""碳中和"等政策，重点布局和深耕风 电、新能源汽车电机等板块，关注产业升级，专注技术革新，坚持电机能效的突破与提升。依托电机定 转子铁芯智能制造工程技术研究中心，通过对现有装备技术改进创新，提高工艺技术水平，改变传统的 定转子生产工艺，用现代化手段、方法让定转子冲片生产得更快更好，以达到实现用先进的生产技术引 领行业，成为全国乃至全球定转子生产工艺技术先进的企业。 值得一提的是，公司此前在投资者互动平台表示，人形机器人市场正处于高速发展期，具有广阔的前 景。目前公司生产的伺服电机铁芯可适用于机器人的驱动电机，公司生产的定转子电机铁芯产品品种齐 全，能够应用于不同种类和型号的电机。 近年来，中国风电产业发展迅速。2024年，中国风电累计装机量达514.0GW，全球风电累计装机占比达 1183.2GW。中国风电装机占比达43.4%。 2025年上半年，中国风电产业在装机、发电量、技术突破、国际市场拓展等方面全面爆发，呈现出"产 销两旺、内外并举"的强劲态势。通达动力在 ...

Summary of Key Points from Conference Call Records Industry or Company Involved - **Huawei and its HarmonyOS**: Huawei's transition to HarmonyOS with the upcoming launch of Harmony computers in May 2025 [1] - **Intelligent Systems**: Companies like Huiwei Intelligent and its collaboration with Tongxin and Kirin in the operating system sector [1] - **Tianyuan Dike**: Involvement in the sales of Huawei's Ascend computing products through its subsidiary [2] - **Spring Autumn Electronics**: Business relationship with Huawei in laptop structural components [3] - **BrainCo**: Development of non-invasive brain-machine interface technology [4] - **Tesla**: Plans to produce thousands of Optimus robots by 2025 [7] - **Apple**: Legal issues regarding App Store practices and potential profit increases for local developers [9] Core Points and Arguments - **Huawei's HarmonyOS Launch**: Huawei's terminal business is fully entering the HarmonyOS era, with the first Harmony computers expected to debut in May 2025, indicating a significant shift in their product strategy [1] - **Strategic Collaborations**: Huiwei Intelligent is actively investing in open-source Harmony-related product technology development through partnerships with Tongxin and Kirin [1] - **Tianyuan Dike's Revenue Expectations**: The overall expectation for Tianyuan Dike's super fusion business is projected to exceed 1 billion yuan in 2023 [2] - **Spring Autumn Electronics' Collaboration**: The company has an ongoing business relationship with Huawei in the laptop component sector, indicating a strong partnership [3] - **BrainCo's Market Impact**: BrainCo's non-invasive brain-machine interface technology is gaining attention, with collaborations for product training and development [4] - **Tesla's Production Plans**: Tesla aims to produce thousands of robots by 2025, showcasing its commitment to robotics and automation [7] - **Apple's Legal Challenges**: A recent court ruling against Apple may lead to a 30% profit increase for local developers, highlighting the potential for increased market competition [9] Other Important but Possibly Overlooked Content - **Price Increases in Rare Earth Elements**: Significant price increases in dysprosium and terbium in the European market, with prices rising by over 210% [8] - **R32 Refrigerant Market Trends**: Overall production of air conditioning units is increasing, with refrigerant prices rising unexpectedly [8] - **H-Acid Market Dynamics**: Tight market supply and rising prices for active dyes due to upstream cost increases [8] - **Technological Advancements in Brainwave Interaction**: Companies like Dineike are focusing on non-invasive brainwave interaction technologies, particularly in health and rehabilitation sectors [8] - **Electric Motor Production Capabilities**: Company producing electric motor cores for robots and electric vehicles, with significant production capacity [10] This summary encapsulates the key insights and developments from the conference call records, providing a comprehensive overview of the involved companies and industries.