（文章来源：每日经济新闻） 金杯电工（002533.SZ）9月29日在投资者互动平台表示，尊敬的投资者，您好！公司研发的"电化学储 能系统用直流侧连接用电缆"已经获得TV认证和CE认证，目前该产品已实现小批量供货，TV 2PfG 2693 作为全球首个专门针对储能系统电缆制定的产品标准，对电缆的长期热老化性能、耐电池酸腐蚀、柔韧 性等关键性能均提出了严格的要求。公司较早布局新能源汽车驱动电机领域，是为数不多同时掌握"漆 包""漆包+膜包""PEEK绝缘"三大绝缘方式的扁电磁线生产服务商，并于2024年4月获批"PEEK绝缘电磁 线"发明专利授权，产品可满足400V、800V、1000V等不同电压平台架构需求，与汇川技术、博格华 纳、上海联电、舜驱动力、蜂巢电驱动、精进电动等第三方电驱企业及新能源整车企业保持长期稳定合 作，配套车企包括理想、小鹏、广汽、上汽、一汽、大众、长城、奇瑞、吉利、长安、东风、本田、现 代、日产、捷豹、克莱斯勒-戴姆勒等，2025年上半年，公司新增了11个车型的定点，15个车型进入量 产阶段，新能源汽车用扁电磁线销量同比增长68%。未来，公司会根据市场需求、技术发展趋势以及自 身的战略规 ...

Core Viewpoint - Jinbei Electric (002533) has established itself as a global leader in flat electromagnetic wire, recently obtaining a patent for "PEEK insulated electromagnetic wire" in April 2024, positioning the company favorably in the high-voltage platform for new energy vehicle drive motors [1] Group 1 - The company is one of the few manufacturers that master three insulation methods: "enamel," "enamel + film," and "PEEK insulation" [1] - Jinbei Electric has made early advancements in the research and development of flat electromagnetic wire for high-voltage applications, specifically for new energy vehicles [1] - The company has successfully supplied 800V flat electromagnetic wire for vehicles and has technical reserves for 1000V flat electromagnetic wire [1] Group 2 - The company clarified that it does not have a subsidiary named "Kemon Innovation," urging investors to verify the authenticity of such information [1]

Core Viewpoint - Jinbei Electric achieved significant growth in 2024, with revenue of 17.669 billion yuan, a year-on-year increase of 15.54%, and a net profit of 569 million yuan, up 8.78% [1] Group 1: Financial Performance - The company reported a high dividend of 4.5 yuan per 10 shares, reflecting strong shareholder returns [1] - The average net cash ratio over the past five years reached 1, indicating solid profitability [1] - Return on equity (ROE) has consistently remained above 14% for two consecutive years [1] Group 2: Business Strategy and Growth - Jinbei Electric's strategy focuses on dual engines of growth, balancing traditional infrastructure and new energy sectors [1] - The wire and cable business, a key growth driver, achieved an 8.8% increase in revenue despite a high base of over 10 billion yuan [1] - The company shifted its marketing strategy from broad outreach to targeting major clients, resulting in a 15 percentage point increase in direct sales [1] Group 3: Sector Performance - The electromagnetic wire segment capitalized on the explosive growth of the new energy vehicle market and sustained high investment in the power grid, with flat wire shipments exceeding 84,000 tons, a 19.74% increase [2] - Revenue from the electromagnetic wire segment reached 6.609 billion yuan, up 31.65%, with a 60% surge in shipments for new energy vehicle flat wires [2] - Clean energy and smart grid revenues accounted for 39% of total revenue, surpassing green building's 33% for the first time [2] Group 4: New Product Development and Capacity Expansion - The approval of the PEEK insulated electromagnetic wire patent positions the company as one of the few with advanced insulation technologies [3] - New production capacity includes 10,000 tons of transformer flat wire set to launch in Q2 2024 and ongoing construction of 30,000 tons of vehicle flat wire capacity in Xiangtan [3] - The company is also establishing a 20,000-ton overseas base in the Czech Republic, aiming for production by late 2025 or early 2026 [3]