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金固股份(002488.SZ):获得欧洲本土客户的第一个阿凡达低碳车轮乘用车OE项目
Ge Long Hui A P P· 2025-10-21 12:41
Core Viewpoint - The company, Jingu Co., Ltd. (002488.SZ), has received a notification from a leading global automotive manufacturer based in Germany, indicating that it will serve as a parts supplier for the client's new energy vehicles in Europe, specifically developing Avatar low-carbon wheels [1] Group 1 - The company will develop Avatar low-carbon wheel products for the European market [1] - This marks the company's first original equipment (OE) project for Avatar low-carbon wheels with a local European client [1] - The development signifies the company's entry into the European domestic market for low-carbon wheel products [1]
金固股份:获德国全球龙头车企低碳轮胎订单
Zheng Quan Shi Bao Wang· 2025-10-21 12:03
Core Viewpoint - Jingu Co., Ltd. has received a notice from a leading global automotive company based in Germany, marking its first local European customer for the Avatar low-carbon wheel product, which signifies a milestone in entering the European market [1] Group 1: Company Developments - Jingu Co., Ltd. will supply low-carbon wheels for the new energy vehicles produced in Europe by the German automotive giant [1] - The company has established a global supply chain relationship with the German automotive leader, confirming the high recognition of its Avatar low-carbon wheels [1] - The Avatar low-carbon wheel product has seen increasing market demand and enhanced competitiveness, which will boost the company's brand influence and showcase its growth potential and long-term value [2] Group 2: Product Features and Innovations - The Avatar low-carbon wheel is characterized by its lightweight, high strength, high precision, safety, and cost-effectiveness, making it widely favored in the market [2] - The company plans to continue upgrading materials, equipment, and technology to launch new generations of Avatar low-carbon wheels, aiming for a comprehensive replacement of traditional wheels [2] - Jingu Co., Ltd. is focusing on the application of new materials like niobium micro-alloying and is exploring emerging fields such as embodied intelligence and electric transportation to enhance its competitiveness in high-end manufacturing [2][3] Group 3: Financial Performance - The project with the European automotive leader is expected to start production in 2027 and will not have a direct impact on the company's performance in 2025 [3] - For the first three quarters of 2025, the company anticipates a net profit of 40 million to 60 million yuan, representing a year-on-year growth of 23.57% to 85.35% compared to 32.37 million yuan in the same period last year [3] - The growth in performance is primarily attributed to the ongoing expansion of the Avatar low-carbon wheel business, supported by the gradual release of production capacity from new manufacturing bases [3]
金固股份:推进包括阿凡达铌微合金等材料在具身智能机器人等新兴领域的应用落地
Zheng Quan Shi Bao Wang· 2025-10-21 11:34
Core Viewpoint - The company, Jingu Co., Ltd. (002488), is actively expanding its business into the field of embodied intelligence by establishing a new subsidiary and focusing on innovative materials [1] Group 1: Company Developments - Jingu Co., Ltd. has set up "Hangzhou Jingu Embodied Intelligence Technology Co., Ltd." to attract specialized talent and form an embodied intelligence division [1] - The company is leveraging the cross-industry adaptability of its Avatars Niobium Microalloy materials to explore new applications in emerging fields such as embodied intelligence robotics [1] Group 2: Strategic Initiatives - Jingu Co., Ltd. is pursuing various strategies including independent research, joint development, and equity cooperation to expand its portfolio of new materials [1] - The company aims to broaden its performance growth boundaries through the application of materials like Avatars Niobium Microalloy in innovative sectors [1]
金固股份(002488) - 002488金固股份调研活动信息20251021
2025-10-21 11:12
Group 1: Company Overview - Zhejiang Jingu Co., Ltd. is a high-tech enterprise focused on the research, production, and sales of automotive wheels, recognized as a "specialized, refined, distinctive, and innovative" enterprise in Zhejiang Province [2]. - The company emphasizes technological innovation and product development, with a comprehensive research and development system [2]. Group 2: Product Innovations - The company has developed a revolutionary new material, Avatar niobium micro-alloy, which offers high strength, good toughness, low cost, and reduced carbon emissions. Its strength is approximately 1.5 times that of ordinary steel and lower than titanium alloys, making it easy to process [2][3]. - The Avatar low-carbon wheel is a lightweight product with innovative design, high precision, and strength, currently being mass-produced in the wheel industry [3]. Group 3: Market Expansion - The Avatar low-carbon wheel has entered both passenger and commercial vehicle markets, securing contracts with several new energy vehicle manufacturers, thus tapping into the new energy vehicle market [3]. - The company is accelerating capacity construction to meet the growing customer demand, leveraging its first-mover and scale advantages [3]. Group 4: Strategic Development - The company is focusing on emerging industries' needs for lightweight, high-performance, and low-cost materials, actively exploring market potential [3]. - A new subsidiary, Hangzhou Jingu Embodied Intelligent Technology Co., Ltd., has been established to advance applications of Avatar niobium micro-alloy in emerging fields like embodied intelligent robotics [3][4]. Group 5: International Business - The company has secured multiple overseas client projects, with sales expected to reach hundreds of millions of dollars over the project lifecycle. A notable project with a global leading automotive company in the U.S. is projected to generate approximately $158 million in sales over the first five years [4]. - A new production line for Avatar low-carbon wheels in Thailand is set to commence by the end of 2025, which will enhance the company's international business growth [4].
金固股份将为某德系车企开发阿凡达低碳车轮产品
Zhi Tong Cai Jing· 2025-10-21 10:57
金固股份(002488)(002488.SZ)公告,公司近日收到某总部位于德国的全球龙头车企的定点通知书, 公司将作为客户的零部件供应商,为其欧洲产新能源车型开发阿凡达低碳车轮产品,公司将按照要求完 成产品开发工作。 ...
金固股份(002488.SZ)将为某德系车企开发阿凡达低碳车轮产品
智通财经网· 2025-10-21 10:54
Core Viewpoint - The company, Jingu Co., Ltd. (002488.SZ), has received a notification from a leading global automotive manufacturer based in Germany, confirming its role as a parts supplier for the client's European-produced new energy vehicles [1] Group 1 - The company will develop Avatar low-carbon wheels as part of its commitment to the automotive client's requirements [1] - The product development work will be completed according to the specifications provided by the client [1]
金固股份:获全球龙头车企阿凡达低碳车轮项目定点
Zheng Quan Shi Bao Wang· 2025-10-21 10:44
Core Viewpoint - The company, Kingood Co., Ltd. (002488), has received a notification from a leading global automotive manufacturer based in Germany, confirming its role as a parts supplier for the client's European-produced new energy vehicles, specifically developing Avatar low-carbon wheels [1] Group 1 - The project marks the company's first original equipment (OE) project for Avatar low-carbon wheels in the European market [1] - The production for the project is scheduled to commence in 2027 [1]
金固股份:收到某总部位于德国的全球龙头车企的定点通知书,公司将作为客户的零部件供应商
Ge Long Hui· 2025-10-21 10:36
格隆汇10月21日|金固股份公告,公司于近日收到某总部位于德国的全球龙头车企的定点通知书,公司 将作为客户的零部件供应商,为其欧洲产新能源车型开发阿凡达低碳车轮产品,公司将按照要求完成产 品开发工作。这是公司获得的欧洲本土客户的第一个阿凡达低碳车轮乘用车OE项目,标志着公司阿凡 达低碳车轮正式打开欧洲本土市场。上述项目计划在2027年开始生产,预计对公司本年度的收入及利润 水平不产生影响。 ...
金固股份:公司阿凡达低碳车轮产品竞争力不断增强
Xin Lang Cai Jing· 2025-10-21 10:32
Core Viewpoint - The company has received a notification from a leading global automotive manufacturer based in Germany, marking its entry into the European market with its Avatar low-carbon wheels for new energy vehicles [1] Group 1: Project Details - The company will serve as a parts supplier for the client's European-produced new energy vehicle, developing the Avatar low-carbon wheel product [1] - This project represents the company's first original equipment (OE) project for low-carbon wheels in the European market [1] - Production for the project is scheduled to begin in 2027 [1] Group 2: Market Impact - There is a growing demand for the Avatar low-carbon wheel product, which enhances the company's competitive edge [1] - The project is expected to improve the company's brand influence and showcase its growth potential and value [1] - The project is not anticipated to impact the company's revenue and profit levels for the current fiscal year [1]
金固股份(002488) - 关于收到阿凡达低碳车轮项目定点通知的自愿性信息披露公告
2025-10-21 10:30
浙江金固股份有限公司(以下简称"公司")于近日收到某总部位于德国的 全球龙头车企(限于保密要求,无法披露其名称,以下简称"客户")的定点通 知书,公司将作为客户的零部件供应商,为其欧洲产新能源车型开发阿凡达低碳 车轮产品,公司将按照要求完成产品开发工作。 证券代码:002488 证券简称:金固股份 编号:2025-044 浙江金固股份有限公司 关于收到阿凡达低碳车轮项目定点通知的自愿性信息披露公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整,没有虚 假记载、误导性陈述或重大遗漏。 一、定点通知的基本情况 上述项目计划在 2027 年开始生产,预计对公司本年度的收入及利润水平不 产生影响。 特此公告。 浙江金固股份有限公司 董事会 2025 年 10 月 21 日 这是公司获得的欧洲本土客户的第一个阿凡达低碳车轮乘用车 OE 项目,标 志着公司阿凡达低碳车轮正式打开欧洲本土市场。 二、对公司的影响 公司此前已进入该客户的全球供应链体系,本次成功获得其欧洲本土项目定 点,进一步体现了客户对公司阿凡达低碳车轮产品的高度认可。当前,市场对该 产品的需求持续提升,公司阿凡达低碳车轮产品竞争力不断增强,有利 ...