Yunyi Electric(SZ:300304)2025-08-29 01:32Group 1: Business Growth and Market Demand - The "new energy connection components" business experienced rapid growth in the first half of 2025, driven by expanding external market demand and internal support from product, customer, and service capabilities [3] - High and low voltage precision connectors are being applied in major electric motor systems for new energy vehicles, with bulk deliveries initiated to clients like Xugong Power and Bosch [3] - The nitrogen oxide sensor business is expected to maintain a growth trend, supported by domestic and international market expansion efforts [6][14] Group 2: Product Development and Technological Capabilities - The subsidiary Yuntai Precision has developed capabilities for producing PEEK products, which are highly compatible with robotics applications [4] - The company has achieved independent research and production of core components for nitrogen oxide sensors, reducing reliance on overseas supply chains [9] - The company is actively extending its sensor product line to include particulate matter and oxygen sensors, aiming to capture market opportunities in both domestic and international markets [10] Group 3: Strategic Partnerships and Market Positioning - The partnership with Chen Zhi Group is driven by the company's extensive experience in the automotive electronics sector and its strong manufacturing capabilities [15] - The company is exploring opportunities in the robotics sector, focusing on joint modules, force sensors, and lightweight materials [15] Group 4: Financial Performance and Cost Management - The gross margin for the intelligent wiper system improved significantly due to enhanced vertical integration and optimized procurement processes [11] - The semiconductor power device segment is expected to see improved performance in the second half of the year, supported by stable demand from traditional energy vehicles [13]