CHONGQING SULIAN PLASTIC CO.(301397)
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溯联股份:产品价格受行业发展等多重因素影响
Zheng Quan Ri Bao Zhi Sheng· 2025-11-19 11:36
证券日报网讯 溯联股份11月19日在互动平台回答投资者提问时表示,产品价格受行业发展、供需关 系、市场竞争等多重因素影响,公司将持续通过拓展产品应用领域、积极开发新客户、新材料替代和优 化等方式,努力提升公司的盈利能力及产品竞争力。 (编辑 袁冠琳) ...
溯联股份:产品主要应用在动力电池包的液冷热管理系统中
Zheng Quan Ri Bao Zhi Sheng· 2025-11-18 11:43
Core Viewpoint - The company, Sulian Co., expressed its intention to actively participate in the development and manufacturing of products related to solid-state battery packs, especially if major clients like CATL, BYD, and others approach mass production of these batteries [1] Group 1: Product Application - The company's products are primarily used in the thermal management systems of power battery packs [1] - Solid-state battery packs have design similarities to existing products, indicating a potential for integration [1] Group 2: Market Opportunities - If solid-state batteries from key clients reach near mass production, the company will engage in relevant product development [1] - The higher operating temperature of pure solid-state batteries necessitates improved thermal control, which increases the value of the liquid cooling components produced by the company compared to current battery packs [1]
溯联股份(301397.SZ):固态电池包的设计与现有产品接近
Ge Long Hui· 2025-11-18 07:15
Core Viewpoint - The company, Solian Co., Ltd. (301397.SZ), is actively involved in the development and manufacturing of liquid cooling components for power battery packs, particularly in the context of solid-state batteries, which require enhanced thermal management due to their higher operating temperatures [1] Group 1: Product Application - The company's products are primarily used in the liquid thermal management systems of power battery packs [1] - The design of solid-state battery packs is similar to existing products, indicating a potential for integration and development [1] Group 2: Market Engagement - The company plans to actively participate in the development and manufacturing of products if solid-state batteries from key clients such as CATL, BYD, Xinwangda, and Yiwei Lithium Energy approach mass production [1] - The value of the liquid cooling components produced by the company is expected to be higher for solid-state battery packs compared to existing battery packs due to the increased thermal management requirements [1]
溯联股份:截至2025年11月10日,公司股东人数为12710户
Zheng Quan Ri Bao Wang· 2025-11-17 10:39
证券日报网讯溯联股份(301397)11月17日在互动平台回答投资者提问时表示,截至2025年11月10日, 公司股东人数为12710户。 ...
溯联股份:公司已向小鹏汇天等客户开始供货
Zheng Quan Ri Bao Zhi Sheng· 2025-11-17 10:36
Core Viewpoint - The company, Sulian Co., has begun supplying components such as fluid pipelines, connectors, valves, and composite liquid cooling plates for low-altitude aircraft applications, indicating a strategic move into the EVTOL market [1] Group 1: Product Applications - The components produced by the company can be utilized in fuel, electric drive, and thermal management systems of low-altitude flying vehicles [1] - The company has started supplying products to clients like XPeng Huitian and has secured development tasks for other EVTOL products through battery-related business [1] Group 2: Market Expansion - The company is actively exploring application markets including low-altitude flying vehicles, ships, and rail transportation through channels such as OEMs, battery manufacturers, and BMS integrators [1]
溯联股份:公司在芜湖投资项目,主要系建设新能源汽车流体系统智能化工厂及芜湖研发中心,已取得土地使用证
Mei Ri Jing Ji Xin Wen· 2025-11-17 09:10
(文章来源:每日经济新闻) 每经AI快讯,有投资者在投资者互动平台提问:公司公告在芜湖设立了子公司,请问芜湖这边的项目 前进展如何?报表数据看不到信息披露的内容和数据。另据市场相关信息,贵公司在芜湖有意向合作的 同类型公司,拟进行并购合作,请问:新设立公司,又与其他公司合作,战略上如何管控和风险评估, 满足公司财务战略和盈利预测,平衡好各方利益和需求?谢谢! 溯联股份(301397.SZ)11月17日在投资者互动平台表示,公司在芜湖的投资项目,主要系建设新能源 汽车流体系统智能化工厂及芜湖研发中心,旨在更加贴近市场与客户,完善公司在华东地区的战略布 局。该项目正处于有序建设之中,截至目前,已成功取得土地使用证,相关规划设计工作也已同步完 成,正处于施工许可证的办理阶段。公司在华东区域的布局是经过深思熟虑的战略举措,我们有充分的 信心和能力管理好相关进程与风险。 ...
溯联股份(301397.SZ):已成功取得土地使用证 正处于施工许可证的办理阶段
Ge Long Hui· 2025-11-17 09:02
Core Viewpoint - The company is developing a new energy vehicle fluid system intelligent factory and R&D center in Wuhu to enhance its strategic layout in East China and better serve the market and customers [1] Group 1 - The investment project in Wuhu is focused on constructing an intelligent factory for new energy vehicle fluid systems [1] - The project is currently under orderly construction, having successfully obtained the land use certificate [1] - Planning and design work has been completed, and the project is in the process of obtaining the construction permit [1]
溯联股份:已向小鹏汇天等客户开始供货,也通过部分电池业务获得了其他EVTOL等低空飞行器产品开发任务
Mei Ri Jing Ji Xin Wen· 2025-11-17 00:49
Core Viewpoint - The company is actively involved in the low-altitude economy and flying car sector, supplying components to various clients, including XPeng Heavens, and is expanding its market reach through partnerships with manufacturers and battery suppliers [1] Group 1: Company Activities - The company produces fluid pipelines, connectors, valves, and composite liquid cooling plates that are applicable in low-altitude aircraft's fuel, electric drive, and thermal management systems [1] - The company has begun supplying components to clients such as XPeng Heavens and has secured product development tasks related to EVTOL and other low-altitude aircraft through its battery business [1] Group 2: Market Expansion - The company is actively exploring application markets that include low-altitude aircraft, ships, and rail transportation through channels such as OEMs, battery manufacturers, and BMS integrators [1]
溯联股份(301397.SZ):公司的液冷产品研发进展顺利,目前已完成了对部分客户的开发样件交付
Ge Long Hui· 2025-11-13 08:25
格隆汇11月13日丨溯联股份(301397.SZ)在投资者互动平台表示,公司的液冷产品研发进展顺利,目前已 完成了对部分客户的开发样件交付,并正在进行相关测试验证工作。产品的最终量产及具体订单落地受 行业发展、客户项目进度及需求等多重因素影响。 ...
溯联股份:公司储能热管理业务发展良好,已向多家客户批量交付
Mei Ri Jing Ji Xin Wen· 2025-11-13 08:17
Group 1 - The company has received inquiries from investors regarding the profit margin of its energy storage products [1] - The company stated that its energy storage thermal management business is developing well and has delivered products in bulk to multiple customers [1] - The profit margin of this business segment is currently within a reasonable range for the industry [1]