With the advancement of electrification, intelligence hasbecome the core of competition for componentcompanies, with autonomous driving and intelligentcockpits becoming the main focus. For example, the total market value of Desay SV was 70.551 billion yuan, anincrease of 15.46%.The revenue from intelligent cockpit and intelligent driving businesses increased by 18.76%and 55.49% respectively year-on-year; The total marketvalue of Huayang Group is 16.708 billion yuan, with agrowth rate of 3.53%,Relying on the Huayang OpenPlatform(AAOP),it is promoting multi platformcockpit domain controller solutions such as Qualcomm.Xinchi, Renesas, and MediaTek; Junsheng Electronics hasa total market value of 29.616 billion yuan, an increase of34.17%,In the first half of the year, it invested approximately 2.488 billion yuan in research and development, focusing on areas such as intelligent cockpit,intelligent driving, intelligent networking, and vehicle road Focusing semi annual report, it can be seen thaexports"have become high and the process oglobal localization has accelerated.
At the same time, component companies are actively expanding into the field of humanoid robots, creating a second growth curve. Shuanglin Co., Ltd. has atotal market value of 26.992 billion yuan, an increaseof 143.67%, with a focus on the research anddevelopment of humanoid robot screws and iointmodules; Jingduan Technology accelerates theindustrialization of robot joints, screws, and motordrive modules, with a total market value of 8.501 billion yuan, an increase of 98.03%.
Author:Jack
Position:General manager
