Agreement Overview - The strategic cooperation agreement between Jihai Semiconductor and Telai Electric aims to deepen their partnership to promote green and low-carbon transformation in the transportation industry [1][2] - The agreement is a framework for future cooperation, with specific business details to be defined in subsequent agreements [2] Parties Involved - Telai Electric is a subsidiary of Qingdao Teruid Electric Co., Ltd., a leading company in the electric vehicle charging sector, established in 2014 [2] - Telai Electric is recognized as a top 100 unicorn in the new infrastructure industry and aims to become the largest charging network operator in China [2] Main Content of the Agreement - The cooperation will involve mutual recommendations of products during market promotion to enhance development for both companies [3] - Both parties will explore product innovation and technology development in the charging field, focusing on MCU and DSP devices [3] Cooperation Details - The agreement is valid for three years, with provisions for renewal through mutual agreement [3] - Both parties will engage in regular communication, share core data conditionally, and prioritize collaboration in new technology and product development [3] Industry Context - The electric vehicle market in China has surpassed 30 million units, but the charging infrastructure is still underdeveloped, with only 14.4 million charging stations as of May 2025, indicating significant market potential [5] - The Chinese government is promoting the localization of core components in charging infrastructure, which aligns with the strategic goals of both companies [5] Future Prospects - The collaboration is expected to enhance the development of high-performance, domestically produced control chips, addressing key challenges in the smart upgrade of charging equipment [5] - The digital power market is expanding rapidly, driven by increasing AI computing demands, which will require advanced power management solutions [6][7] - The partnership aims to respond to national policies promoting green energy and contribute to the realization of carbon neutrality goals in China [7]

Core Viewpoint - Nasda (002180.SZ) has signed a strategic cooperation agreement with Telai Electric New Energy Co., Ltd. to enhance their partnership in promoting green and low-carbon transformation in the transportation industry [1] Group 1: Strategic Cooperation - The agreement is based on principles of complementary advantages, resource sharing, common development, and win-win cooperation [1] - Both parties will engage in continuous discussions on product innovation and advanced technology development to meet market demands and industry technological needs [1] Group 2: Product Development and Market Expansion - The collaboration will explore new scenarios and technological exchanges in the charging field, focusing on products such as MCU devices and DSP devices [1] - To enhance market development, improve R&D capabilities, and ensure better product quality, both parties agreed to regular communication, conditional sharing of core data, and mutual priority in cooperation [1] - The partnership aims to deepen collaboration in new technology and product R&D, including resource support and close cooperation during product testing phases to improve market competitiveness and R&D efficiency [1]