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德尔股份:公司电泵产品主要应用于汽车行业
Zheng Quan Ri Bao Wang· 2025-08-14 12:13
Group 1 - The core viewpoint of the article is that Del Corporation (300473) clarified its product application focus during an investor Q&A session, emphasizing that its electric pump products are primarily used in the automotive industry [1] - The company specifically stated that its products are not utilized in deep cooling servers, computing power, or data center applications [1]
德尔股份(300473.SZ):固态电池可应用于新能源汽车、机器人、消费、储能和低空飞行器等诸多领域
Ge Long Hui· 2025-08-14 07:53
Group 1 - The core viewpoint of the article is that Del's solid-state batteries have diverse applications in various fields such as new energy vehicles, robotics, consumer electronics, energy storage, and low-altitude aircraft [1] - The company maintains an open attitude towards collaboration with downstream customers in the solid-state battery sector [1]
德尔股份(300473.SZ):有电机相关产品的技术储备和研发能力
Ge Long Hui· 2025-08-14 07:42
格隆汇8月14日丨德尔股份(300473.SZ)于投资者互动平台表示,公司有电机相关产品的技术储备和研发 能力,公司对电机在机器人领域的应用和发展保持持续的关注。 ...
德尔股份(300473.SZ):电泵产品未应用于深冷服务器、算力、数据中心等领域
Ge Long Hui· 2025-08-14 07:22
Group 1 - The core viewpoint of the article is that Del's electric pump products are primarily used in the automotive industry and are not applied in fields such as cryogenic servers, computing, or data centers [1]
德尔股份成立智行科技公司,含AI相关业务
Qi Cha Cha· 2025-08-14 06:06
(原标题:德尔股份成立智行科技公司,含AI相关业务) 企查查APP显示,近日,上海德迩智行科技有限公司成立,法定代表人为罗来军,注册资本为2000万 元,经营范围包含:汽车零配件零售;汽车零配件批发;电子元器件制造;其他电子器件制造;人工智 能基础软件开发等。企查查股权穿透显示,该公司由德尔股份(300473)间接控股。 ...
德尔股份成立智行科技公司 含AI相关业务
Zheng Quan Shi Bao Wang· 2025-08-14 03:21
Group 1 - Shanghai Derzhi Intelligent Technology Co., Ltd. has been established with a registered capital of 20 million yuan [1] - The legal representative of the company is Luo Laijun [1] - The business scope includes retail and wholesale of auto parts, manufacturing of electronic components, and development of artificial intelligence basic software [1] Group 2 - Derzhi Intelligent Technology is indirectly controlled by Delong Co., Ltd. [1]
德尔股份在沪已经建成 固态电池样品试制线
Zheng Quan Shi Bao· 2025-08-12 17:24
Core Viewpoint - Del Corporation is advancing its solid-state battery technology, with a pilot production line established in Shanghai and plans for mass production based on market demand and customer development progress [1][2]. Group 1: Company Developments - Del Corporation has built a pilot production line for solid-state batteries in Shanghai and is accelerating the construction of a trial production line [1]. - The company has transitioned from manufacturing automotive steering pumps to developing solid-state batteries, establishing a global presence with R&D and production bases in Europe, North America, and Asia [1]. - In 2018, Del Corporation established a subsidiary in Japan to focus on solid-state battery development, which received a national invention patent in 2024 [1]. Group 2: Solid-State Battery Technology - The solid-state battery can utilize ternary materials or lithium iron phosphate for the positive electrode and graphite or silicon-carbon for the negative electrode, with lithium metal batteries also under development [2]. - The production process of Del's solid-state batteries differs from liquid batteries, as it employs a coating process for the electrolyte, eliminating the need for liquid injection [2]. - The solid-state battery samples have passed third-party safety tests, demonstrating high safety and excellent high-temperature performance without the need for cooling devices [2]. Group 3: Market Applications and Partnerships - Potential downstream customers for Del's solid-state batteries include new energy vehicle manufacturers, with applications also being explored in humanoid robots, electric two-wheelers, and energy storage [2]. - On June 3, Del Corporation signed an investment cooperation agreement to invest approximately 300 million yuan in a new lithium battery pilot and industrialization project, marking a significant step in its solid-state battery strategy [3].
公司互动丨这些公司披露在机器人、人工智能等方面最新情况
Di Yi Cai Jing· 2025-08-12 14:36
Robotics - Upbeat Electronics currently has no product layout in the robotics field [1] - New Times plans to launch an embodied intelligent welding solution in September this year [1] - Zhongke Magnetic Industry has established cooperation with ultra-lightweight humanoid robotic arm industry clients [1] - Zhiwei Intelligent has launched a robot brain control product line based on Nvidia Jetson and other chip platforms [1] - Daili New Materials has verified its robotic tendon samples with several domestic related manufacturers [1] - Tongda Hai is actively promoting native development and compatibility adaptation work based on the CANN ecosystem [1] AI and Large Models - Guoguang Electric values the research and development of new AI headphone products but has not yet achieved mass production [1] - Juxin Technology continues to build a low-power AI computing power platform, gradually expanding to more application scenarios beyond audio [1] - Heertai's tactile human body screen technology has been applied in the company's smart body-sensing clothing project [1] Solid-State Batteries - Del's shares have established a sample trial production line for solid-state batteries in Shanghai [1] - Tianhua New Energy has completed the research and development of lithium-rich manganese-based positive materials and sent samples for evaluation to multiple solid-state battery customers [1] Other Developments - Cambrian has denied rumors regarding large orders for carrier boards from a certain manufacturer [1] - Jiaxun Feihong has not collaborated with Huawei in the eSIM card communication module field [1] - Weifeng Electronics currently has products applied in the server power control field [1] - Saiteng Co., Ltd. has already delivered HBM equipment in batches [1] - Lens Technology is currently cooperating with customers to develop the next generation of cover glass [1] - Metro Design has developed a smart planning platform for urban rail transit based on multi-source data, which has been promoted in multiple cities [1] - Chongde Technology's dynamic pressure oil film sliding bearing products are mainly used in energy generation, industrial drive, petrochemical, and shipping fields [1] - Leyard provides display solutions for the "Panda Eye" training base [1] - Pengling Co., Ltd. has received mass production orders for its thermal management project from SAIC Passenger Vehicle [1]
德尔股份在上海已经建成固态电池样品试制线,未来在固态电池领域将主要生产电芯
Zheng Quan Shi Bao Wang· 2025-08-12 10:55
Group 1 - The company has established a solid-state battery sample pilot line in Shanghai and is accelerating the construction of a pilot production line, with plans for mass production based on customer and market demand [1] - The company originally focused on automotive steering pumps and has expanded its product line to include various automotive components, enhancing revenue and economic benefits [1] - In 2018, the company established a subsidiary in Japan to develop solid-state battery products, which received national invention patent authorization in 2024 [1][2] Group 2 - The solid-state battery's cathode can utilize ternary materials or lithium iron phosphate, while the anode can be made from graphite or silicon-carbon, with lithium metal anode batteries also under development [2] - The solid-state battery production process differs from liquid batteries by using a coating process for the electrolyte, eliminating the need for liquid injection, which enhances safety and simplifies production [2] - The company has potential downstream customers in the new energy vehicle sector and is exploring applications in humanoid robots, electric two-wheelers, and energy storage [2] Group 3 - The company signed an investment cooperation agreement to invest approximately 300 million yuan in a new lithium battery pilot and industrialization project, which is a significant step in the solid-state battery strategic layout [3] - This agreement reflects a comprehensive evaluation of the company's solid-state battery technology maturity, new technology industrialization capabilities, and customer demand [3]
德尔股份:在上海已建成固态电池样品试制线
Bei Ke Cai Jing· 2025-08-12 10:37
Group 1 - The company has established a solid-state battery sample pilot line in Shanghai and is currently accelerating the construction of the pilot production line [1] - After the pilot line is operational, the company plans to gradually implement mass production line construction based on customer and product development progress as well as market demand [1]