Yunyi Electric(SZ:300304)2022-11-21 15:42Group 1: Company Overview - Jiangsu Yunyi Electric Co., Ltd. focuses on automotive power control products, including rectifiers and regulators, with a strong emphasis on market share and import substitution [2]. - The company has established itself as a leading player in the automotive intelligent power controller sector in China, leveraging core technologies and customer resources accumulated over years [3]. Group 2: Product Development and Market Strategy - The third-generation bus power controllers utilize integrated circuits (IC), offering advantages such as compact size, high reliability, and low cost, which are widely applied in the automotive industry [2]. - The company is actively expanding its product offerings, including smart wipers and tire pressure monitoring systems, which are gaining customer certifications and increasing revenue contributions [3]. Group 3: Performance Drivers - The overall stable operation of China's economy and the automotive industry has positively impacted the company's performance, with increased R&D investments and strategic collaborations with domestic brands [2]. - The monthly production capacity of automotive high-power diodes is approximately 12 million units, indicating efficient utilization of production capacity [3]. Group 4: Future Directions - The company aims to enhance its market share in existing products while exploring new markets, focusing on intelligent, connected, and shared automotive technologies to address energy and environmental challenges [3]. - Future product development will include brushless control systems and high-power semiconductor discrete devices, aligning with the trend towards low-carbon economy and energy efficiency [3].