（文章来源：每日经济新闻） 金杯电工（002533.SZ）9月29日在投资者互动平台表示，尊敬的投资者，您好！公司研发的"电化学储 能系统用直流侧连接用电缆"已经获得TV认证和CE认证，目前该产品已实现小批量供货，TV 2PfG 2693 作为全球首个专门针对储能系统电缆制定的产品标准，对电缆的长期热老化性能、耐电池酸腐蚀、柔韧 性等关键性能均提出了严格的要求。公司较早布局新能源汽车驱动电机领域，是为数不多同时掌握"漆 包""漆包+膜包""PEEK绝缘"三大绝缘方式的扁电磁线生产服务商，并于2024年4月获批"PEEK绝缘电磁 线"发明专利授权，产品可满足400V、800V、1000V等不同电压平台架构需求，与汇川技术、博格华 纳、上海联电、舜驱动力、蜂巢电驱动、精进电动等第三方电驱企业及新能源整车企业保持长期稳定合 作，配套车企包括理想、小鹏、广汽、上汽、一汽、大众、长城、奇瑞、吉利、长安、东风、本田、现 代、日产、捷豹、克莱斯勒-戴姆勒等，2025年上半年，公司新增了11个车型的定点，15个车型进入量 产阶段，新能源汽车用扁电磁线销量同比增长68%。未来，公司会根据市场需求、技术发展趋势以及自 身的战略规 ...

Core Viewpoint - The company has made significant advancements in energy storage and electric motor technology, with a focus on new energy vehicles and related applications [1] Group 1: Energy Storage Developments - The company has developed a "DC side connection cable for electrochemical energy storage systems" which has received TÜV and CE certifications [1] - The TÜV 2PfG 2693 standard is the first globally established product standard specifically for cables used in energy storage systems, emphasizing long-term thermal aging performance, battery acid corrosion resistance, and flexibility [1] - The product is currently in small batch supply, indicating a move towards commercialization [1] Group 2: Electric Motor Technology - The company has established a strong presence in the new energy vehicle drive motor sector, being one of the few manufacturers to master three insulation methods: "enamel," "enamel + film," and "PEEK insulation" [1] - The company received a patent for "PEEK insulated electromagnetic wire" in April 2024, which can meet voltage requirements of 400V, 800V, and 1000V [1] - The company maintains long-term stable partnerships with various third-party electric drive companies and new energy vehicle manufacturers, including major brands like Li Auto, Xpeng, and Volkswagen [1] Group 3: Market Performance and Future Plans - In the first half of 2025, the company secured 11 new model designations and 15 models entered mass production [1] - Sales of flat electromagnetic wires for new energy vehicles increased by 68% year-on-year, reflecting strong market demand [1] - The company plans to expand into new business areas and product types based on market demand, technological trends, and strategic planning [1]

Core Insights - Jinbei Electric (002533.SZ) demonstrated strong resilience in its 2025 semi-annual report, achieving a revenue of 9.335 billion yuan, a year-on-year increase of 17.50%, and a net profit of 337 million yuan, up 9.78% [1] - The company reported a backlog of orders amounting to 3.378 billion yuan as of June 30, providing solid support for future growth [1] Emerging Fields - The company's growth is attributed to a proactive adjustment in its business structure, with emerging fields now accounting for over 50% of total revenue [2] - Revenue from smart grid applications increased to 28%, clean energy applications to 13%, and smart equipment applications to 9%, marking a significant shift towards these high-growth areas [2] Flat Wire Business - The flat wire segment has emerged as a significant growth driver, with revenue reaching 3.746 billion yuan, a 28% year-on-year increase, contributing nearly 200 million yuan to net profit [3] - Key growth areas include a 241% increase in sales of flat wires for ultra-high voltage transformers and a 68% increase in sales for electric vehicles, with the company expanding its model offerings [3] Cable Sector Performance - In the competitive cable sector, Jinbei Electric reported a revenue of 5.542 billion yuan, a 12% increase, with a 110% surge in bid amounts [4] - The company secured 33 bids from the State Grid, covering various cable products, and increased sales to major clients by 35% [4] International Expansion - The company is accelerating its internationalization efforts, with direct export revenue growing by 38% and achieving a breakthrough in cable exports [4] - The Czech project is progressing towards trial production by the end of the year, aiming to tap into the European market [4] Strategic Transformation - The steady growth in the first half of 2025 reflects the company's strategic shift towards becoming a national brand and expanding into new application fields and global markets [5] - Continuous optimization of the business structure and deepening cooperation with major clients are key strategies for adapting to industry challenges [5]