每经AI快讯，有投资者在投资者互动平台提问：董秘，您好！请问公司是否间接供货于特斯拉？ 维峰电子（301328.SZ）12月22日在投资者互动平台表示，尊敬的投资者，您好！公司作为TIRE2供应 商，对接的TIRE1较多，未知是否有间接参与特斯拉供应链。公司连接器产品已通过多家头部客户验证 并稳定交货，未来公司将持续聚焦核心技术和产品品质，优化产品结构和服务质量，进一步突破现有客 户份额，提升新客户导入数量，带来经营业绩的增长，增强股东回报。 （文章来源：每日经济新闻） ...

格隆汇12月18日丨信音电子(301329.SZ)在互动平台表示，公司未有连接器产品涉足光模块领域。 ...

（文章来源：证券日报） 证券日报网讯 12月11日，维峰电子在互动平台回答投资者提问时表示，公司高度关注并积极布局连接 器产品的新兴应用领域，积极进行新客户开发与导入。 ...

Group 1 - The company has confirmed that its connector products are widely used in various fields, including rail transportation, wind power, new energy vehicles, and special equipment [2] - The company has also expanded its product applications into data centers, low-altitude flight, and robotics [2]

Core Viewpoint - The company Yonggui Electric (300351) has diversified its connector products across various sectors, including rail transit, wind power, new energy vehicles, and special equipment, and is expanding into data centers, low-altitude flight, and robotics applications [1] Group 1 - The company's connector products are widely used in rail transit, wind power, new energy vehicles, and special equipment [1] - The company has also laid out applications in data centers, low-altitude flight, and robotics [1] - The company's products are applied in power equipment for data centers [1]

Core Viewpoint - The company is actively developing connector products that cater to the growing demand for 5G enhanced broadband and low Earth orbit satellite communication [1] Group 1: Product Applications - The company's connector products are primarily used in laptops, consumer electronics, and automotive sectors [1] - The connectors are designed to meet the requirements of 5G enhanced broadband [1] Group 2: Research and Development - The company is engaged in the R&D of connectors for low Earth orbit satellite ground receiving devices [1] - These new products aim to connect low Earth orbit communication satellites, providing high-speed, low-latency broadband internet services globally [1]

Core Viewpoint - The company has confirmed its role as a significant supplier of connector products to the American T Company, particularly in the humanoid robot sector, while adhering to confidentiality agreements that limit disclosure of specific details [2]. Group 1 - The company is involved in multiple vehicle models and fields as a supplier to the American T Company [2]. - The company is unable to publicly disclose specific products due to confidentiality agreements [2].

Group 1 - The company will continue to invest in research and development of new technologies and products [1] - The focus will be on expanding applications in high current and high voltage modules for electric vehicles and intelligent driving modules [1] - The company will also pursue product development and market expansion in areas such as energy storage, optical modules, data centers, robotics, and low-altitude economy connectors [1]

Group 1 - The core point of the article is that Xinyin Electronics (301329.SZ) clarified on an interactive platform that its connector products do not involve the solid-state battery sector [1]

Core Viewpoint - Yonggui Electric achieved significant growth in revenue and profit in the first half of 2025, driven by strong performance in its rail transportation and industrial segments, while also expanding into emerging fields such as new energy and intelligent technology [1][3]. Group 1: Financial Performance - The company reported a revenue of 1.027 billion yuan, a substantial increase of 20.65% compared to the same period last year [1]. - The net profit attributable to shareholders reached 54.763 million yuan [1]. - Operating cash flow grew by 2.03% year-on-year, and total assets increased by 31.56% compared to the previous year [1]. Group 2: Business Segments - Yonggui Electric has established three main business segments: rail transportation and industrial, automotive and energy information, and special equipment [1]. - The rail transportation and industrial segment generated revenue of 443 million yuan, marking a significant growth of 50.33% year-on-year, becoming the core driver of revenue growth [1]. Group 3: Research and Development - The company is increasing its R&D investment in the other two segments, focusing on applications of connectors in emerging fields such as electric engineering machinery, intelligent technology, and low-altitude flight [1]. - As of the first half of 2025, R&D expenditure reached 80.2882 million yuan, accounting for 7.82% of revenue, providing solid technical support for expansion into new areas [1]. Group 4: Industry Trends - The new energy sector continues to grow steadily, driven by policy guidance and increasing penetration of new energy vehicles and heavy trucks [2]. - As of June 2025, the total number of charging infrastructure in the country reached 16.1 million, a year-on-year increase of 55.6% [2]. - The company is actively developing high-power and liquid-cooled charging gun products to meet the growing demand in the new energy market [2]. Group 5: Future Outlook - Yonggui Electric issued 980 million yuan of convertible bonds for projects related to industrial construction, smart connectors, and R&D upgrades, expected to be operational by March 2026 [3]. - The company aims to enhance its production capacity and technological capabilities, strengthening its competitive position in the connector and new energy charging equipment sectors [3]. - The combination of stable growth in core businesses and expansion into emerging sectors positions the company for long-term high-quality development [3].