Core Viewpoint - Yunyi Electric, a leading domestic automotive smart core electronics company, is actively expanding its business by establishing a wholly-owned subsidiary in Nanjing and forming a joint venture with Chen Zhi Automotive Technology Group to focus on robotics and automotive electronic products [1][2][3]. Group 1: Business Expansion - The company plans to invest 100 million yuan to establish "Nanjing Yunyi Robotics Co., Ltd." to focus on robotic joint modules and related products [2]. - A joint venture with Chen Zhi Group aims to leverage both companies' strengths in the automotive and motorcycle electronic products sector, with a registered capital of 402 million yuan, where Chen Zhi holds 70% and Yunyi holds 30% [3]. Group 2: Financial Performance - For the first three quarters of 2025, Yunyi Electric reported revenues of 1.666 billion yuan, net profit attributable to shareholders of 331 million yuan, and net profit after deducting non-recurring gains and losses of 308 million yuan, representing year-on-year growth of 7.05%, 7.80%, and 10.10% respectively [6]. - The company has maintained a strong financial position with a cash balance of 1.257 billion yuan and a low debt-to-asset ratio of 22.14% as of September 2025 [6]. Group 3: Research and Development - Yunyi Electric has invested over 625 million yuan in R&D over the past five years, with R&D expenses exceeding 100 million yuan annually from 2021 to 2024 [4][5]. - The company is focusing on key areas such as joint modules, force sensors, and lightweight materials, aiming to accelerate the commercialization of its technologies [3]. Group 4: Market Position - Yunyi Electric has established a strong customer base, supplying major automotive manufacturers including Ford, General Motors, and entering the supply chains of global brands like Mercedes-Benz and BMW [5]. - The company has not engaged in equity financing for over nine years, indicating a stable operational strategy and financial health [6].

值得关注的是，本次拟投资的全资子公司选址定于江苏省南京市。 对此，余丰慧补充道："南京作为国内智能制造产业重要集聚地，拥有完善的产业链配套、专项政策支 持及创新人才储备，云意电气将子公司落地于此，可快速对接上下游资源、降低初期运营成本，与公司 总部形成地理协同与业务互补，为机器人核心部件的市场开拓与技术迭代提供良好生态支撑。" 需要注意的是，云意电气目前在机器人相关技术的研发仍处于初期阶段，尚未形成规模化业务收入。本 次拟设立的全资子公司为新设主体，其设立需履行相关部门审批及备案程序，相关流程的具体耗时及审 批结果尚存在不确定性。 作为深耕汽车智能核心电子产品领域的企业，云意电气凭借长期技术积累与生产实践验证，已在智能传 感器控制、微特电机精密控制等领域掌握数十项核心技术。公告显示，本次拟设立全资子公司，核心逻 辑是依托汽车与机器人在结构设计、制造工艺上的技术同源性，充分发挥公司在控制器领域的技术优 势，向机器人领域延展产品应用场景。目前，公司已进入机器人关节模组控制器产品的开发阶段。 从行业前景来看，机器人产业正迎来高速发展期，工业机器人、服务机器人等应用场景持续拓宽，核心 零部件市场需求旺盛。 根据QYR ...

格隆汇11月17日丨云意电气(300304.SZ)公布，根据公司战略规划与经营发展的需要，为加速机器人领 域战略布局，江苏云意电气股份有限公司拟使用自有资金人民币10,000万元在江苏省南京市投资设立全 资子公司"南京云意机器人有限公司"。 公司多年来深耕汽车智能核心电子产品领域，拥有深厚的技术实力与设计开发能力，通过长期技术积 累、生产实践及市场应用验证，已在智能传感器控制、微特电机精密控制等领域掌握数十项核心技术。 依托汽车与机器人在结构设计、制造工艺上的技术同源性，公司充分发挥控制器领域技术优势，积极向 机器人领域延展产品应用场景，目前已进入机器人关节模组控制器产品的开发阶段。未来，全资子公司 将聚焦机器人旋转关节模组总成等产品布局，助力公司切入机器人关键部件赛道，优化产业结构，同时 以现有业务能力为根基，为后续拓展更多机器人应用领域奠定基础。 ...