800G光模块壳体
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徕木股份:智驾加速+机器人赛道,高速连接器增长可期
Quan Jing Wang· 2025-09-16 01:15
Group 1 - BYD's new model launch, featuring the "Heavenly Eye" intelligent driving system, is driving the popularization of smart driving among the public [1] - The connector industry is experiencing a new wave of development opportunities as multiple automakers release advanced intelligent driving models [1] - Lai Mu Co., as a leading domestic connector supplier, is consolidating its advantages in the new energy vehicle sector while actively expanding into emerging fields such as humanoid robots and optical modules [1][3] Group 2 - Connectors are referred to as the "nerve hub" of intelligent driving, facilitating signal transmission and connection between electronic devices inside and outside vehicles [2] - Lai Mu Co. has over 20 years of experience in connector research, development, manufacturing, and sales, with more than 2,000 automotive connectors and components developed [2] - The company has successfully entered the supply chains of major players like BYD, CATL, and Huichuan Technology, with products used by mainstream automotive brands such as Volkswagen, BMW, and Tesla [2] Group 3 - Lai Mu Co. is actively entering the humanoid robot and optical communication module sectors, creating new growth opportunities [3] - The company is collaborating with Hunan University to advance Time-Sensitive Networking (TSN) technology, enhancing real-time communication for robots [3] - Lai Mu Co. has established partnerships with leading domestic robot companies and is making progress in the optical module field, with 800G optical module housings entering the R&D verification stage [3] Group 4 - Industry experts believe that as smart driving accelerates, the robotics industry rises, and high-performance computing demand grows, Lai Mu Co. is expected to benefit from industry dividends due to its technological accumulation and customer resources [4]