Core Insights - The company Hu Guang Co., Ltd. has launched a humanoid robot at the "Su Chao" competition, showcasing its advancements in intelligent manufacturing [1] - Hu Guang's AI data center has been recognized as one of the first typical application scenarios for artificial intelligence in new industrialization in Suzhou [1] Group 1: Technological Advancements - Hu Guang has established a "Party Member Technical Research Team" to tackle key technical bottlenecks in wire harness manufacturing, leading to successful breakthroughs in core areas such as dissimilar material welding and copper-aluminum substitution [3] - The company has achieved multiple patent authorizations and is expanding into the intelligent robotics sector, continuously broadening its technological boundaries [3] Group 2: Collaboration and Community Engagement - Hu Guang collaborates with local educational institutions to deepen government-school-enterprise cooperation and promote industry-education integration [5] - The company has implemented a "double training" mechanism and organized activities to gather employee suggestions for improving production technology and management processes [5] - Hu Guang actively engages in social responsibility initiatives, fostering collaboration among upstream and downstream enterprises and enhancing community cohesion through various charitable activities [5]

Core Viewpoint - The article discusses the transformation of Chinese manufacturing companies, particularly those in the Apple supply chain, from mere assembly factories to innovative partners in emerging technologies like AI and electric vehicles, highlighting successful case studies and the importance of precision manufacturing skills [5][6][7][9][17]. Group 1: Transformation of Manufacturing Companies - The collaboration between Luxshare Precision and OpenAI signifies a shift from traditional manufacturing roles to active participation in product development and innovation [6][7]. - Companies like Luxshare Precision and GoerTek are seeking new opportunities beyond Apple, with Luxshare's revenue from the electric vehicle sector reaching 39.47%, amounting to 4.998 billion yuan [9]. - Industrial Fulian has transformed into a leading AI server manufacturer, achieving a net profit of 12.113 billion yuan in the first half of 2024, a 38.6% increase year-on-year [10]. Group 2: Precision Manufacturing and Technology Migration - The article emphasizes the importance of precision manufacturing techniques, which have been honed through years of experience in the Apple supply chain, allowing companies to adapt these skills to new industries like automotive and AI [15][17]. - Industrial Fulian's expertise in heat dissipation technologies, developed for smartphones, is now being applied to AI servers, showcasing the adaptability of manufacturing knowledge [16][17]. Group 3: Future Directions and Business Models - The future for these manufacturing companies lies in evolving from component suppliers to comprehensive service providers, offering "Manufacturing as a Service" (MaaS) to various sectors, including AI and electric vehicles [21][22]. - The MIH platform by Foxconn exemplifies this shift, providing a comprehensive ecosystem for electric vehicle development, integrating hardware, software, and supply chain management [24][25]. - The article concludes that the ability to leverage accumulated knowledge and experience will be crucial for these companies to thrive independently of major clients like Apple [32][33].

www.leadleo.com 中国新能源汽车行业调研简报 | 2025/07 报告标签：新能源汽车线束、定义与分类、技术进步、市场规模、竞争格局 2025年7月 报告提供的任何内容（包括但不限于数据、文字、图表、图像等）均系头豹研究院独有的高度机密性文件（在报告中另行标明出处者除外）。未经头豹 研究院事先书面许可，任何人不得以任何方式擅自复制、再造、传播、出版、引用、改编、汇编本报告内容，若有违反上述约定的行为发生，头豹研究 院保留采取法律措施、追究相关人员责任的权利。头豹研究院开展的所有商业活动均使用"头豹研究院"或"头豹"的商号、商标，头豹研究院无任何前述名 称之外的其他分支机构，也未授权或聘用其他任何第三方代表头豹研究院开展商业活动。 新能源汽车线束是一组电线、电缆、连接器和其他电气元件的集 合，用于连接和传输电力、数据和控制信号，以支持新能源汽车 的正常运行和性能。新能源汽车线束是汽车电气系统的关键组成 部分，尤其是在电动汽车和混合动力汽车中得到广泛应用。 新能源汽车线束可分为低压线束和高压线束。新能源汽车低压线 束与传统燃油车线束区别不大，新能源汽车发动机的消失，减少 发动机线束的使用，其主要差别 ...