Core Viewpoint - The company, New Aluminum Era, has a high customer concentration, with sales to its top five clients accounting for approximately 59.99%, 58.73%, and 58.82% of its revenue by November 2025, primarily due to its focus on the consumer electronics industry [1] Group 1: Customer Concentration - The company's customer concentration is high, attributed to the consumer electronics sector, which is dominated by a few well-known terminal brands and their main OEMs [1] - The company does not have a single major customer whose revenue contribution exceeds 50%, indicating a diversified customer base [1] - Long-term and stable business relationships have been established with major clients, contributing to revenue stability [1] Group 2: Industry Characteristics - The high customer concentration aligns with industry characteristics, including the clustering of downstream industries and clients' centralized supply chain management [1] - The company’s situation reflects the typical dynamics of the consumer electronics market, where a few key players dominate [1]

Company Overview - Chongqing New Aluminum Era Technology Co., Ltd. was established in December 2015 with a registered capital of 143.841247 million yuan [2] - The company plans to list on the Shenzhen Stock Exchange's Growth Enterprise Market in October 2024, with the stock code 301613 [2] Business Focus - The company specializes in the R&D, production, and sales of aluminum alloy components for electric vehicle battery systems, with a complete business system covering material R&D, product design, advanced production processes, and large-scale manufacturing [3] - Key products include battery box housings, which are critical components of electric vehicle power battery systems, along with cell shells and precision structural parts [3] Intellectual Property - As of June 30, 2025, the company holds 155 patents, including 23 invention patents, covering key production processes and product designs for battery box housings and cell shells [3] Financial Performance - The company is committed to strict information disclosure obligations, with relevant information to be disclosed on the official platform [4] Mergers and Acquisitions - The company is progressing with the acquisition of Honglian Electronics, with the suspension of the announcement due to the need for updated financial data in the restructuring application [5] - As of November 2025, sales to the top five customers accounted for 59.99%, 58.73%, and 58.82% of the company's revenue, indicating a high customer concentration [6][7] Competitive Strategy - The company aims to combat industry competition by building technological barriers and expanding its industrial layout [8] - It focuses on the R&D of high-performance aluminum alloy materials and advanced manufacturing technologies, maintaining a leading position in the industry [8] - The company is actively pursuing new lightweight component production projects and aluminum recycling initiatives to diversify market and revenue sources [8]

1月5日，新铝时代收涨2.96%，收盘价为53.23元，发生1笔大宗交易，合计成交量40万股，成交金额 2086.8万元。 第1笔成交价格为52.17元，成交40.00万股，成交金额2,086.80万元，溢价率为-1.99%，买方营业部为中 信证券股份有限公司上海长宁区红宝石路证券营业部，卖方营业部为中原证券股份有限公司深圳分公 司。 进一步统计，近3个月内该股累计发生5笔大宗交易，合计成交金额为7150.35万元。该股近5个交易日累 计上涨11.27%，主力资金合计净流出1028.54万元。 责任编辑：小浪快报 ...

证券代码：301613 证券简称：新铝时代 公告编号：2026-001 重庆新铝时代科技股份有限公司 关于收到深圳证券交易所中止审核公司发行股份及支付现金 购买资产并募集配套资金事项通知的公告 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。 重庆新铝时代科技股份有限公司（以下简称"公司"）拟通过发行股份及支付 现金的方式购买东莞市宏联电子有限公司100%股权并募集配套资金（以下简 称"本次交易"）。 公司于2025年12月31日收到深圳证券交易所（以下简称"深交所"）的通知， 因公司本次重组申请文件中记载的财务资料已过有效期，需要补充提交，按照《 深圳证券交易所上市公司重大资产重组审核规则》的相关规定，深交所对公司本 次重组中止审核。 一、中止审核原因 公司本次重组申请文件中审计报告财务数据基准日为2025年3月31日。由于 本次重大资产重组申请文件中记载的财务资料已过有效期，需要补充提交，深 交所按照《深圳证券交易所上市公司重大资产重组审核规则》的相关规定对公司 本次重大资产重组中止审核。 二、中止审核对公司本次交易的影响 本次重大资产重组中止审核对公司本次 ...

12月31日，新铝时代收涨1.04%，收盘价为51.70元，发生1笔大宗交易，合计成交量30万股，成交金额 1520.1万元。 进一步统计，近3个月内该股累计发生4笔大宗交易，合计成交金额为5063.55万元。该股近5个交易日累 计上涨7.82%，主力资金合计净流出1098.42万元。 责任编辑：小浪快报 第1笔成交价格为50.67元，成交30.00万股，成交金额1,520.10万元，溢价率为-1.99%，买方营业部为中 信证券股份有限公司上海长宁区红宝石路证券营业部，卖方营业部为中原证券股份有限公司深圳分公 司。 ...

Core Insights - The newly listed stocks sector is showing strong performance, with companies like New Aluminum Era leading in gains [1] Group 1 - The newly listed stocks sector is experiencing significant upward movement [1] - New Aluminum Era and other stocks are among the top gainers in this sector [1]

Core Viewpoint - The battery box industry in China is experiencing significant growth, projected to increase from 7.5 billion yuan in 2021 to 27.5 billion yuan in 2024, driven by the demand from the electric vehicle and energy storage sectors [1][7]. Industry Overview - The battery box is a protective structure for battery packs, designed for support, connection, heat dissipation, and ease of installation and maintenance. It can be categorized by application (electric vehicles, energy storage systems, portable devices), material (metal, plastic), structure (modular, integrated), installation method (built-in, external), and battery type (lithium-ion, lead-acid) [3][4]. Market Size and Growth - The market size for battery boxes in China is expected to reach 35.188 billion yuan by 2025, continuing the upward trend fueled by the booming demand in the electric vehicle and energy storage sectors [1][7]. - The production of aluminum alloy, a key material for battery boxes, is projected to reach 16.141 million tons in 2024, reflecting a year-on-year increase of 9.6% [5][6]. Competitive Landscape - The battery box industry is primarily composed of two types of competitors: those focused on electric vehicle battery box production, such as He Sheng Co. and New Aluminum Era, and traditional automotive parts manufacturers like Lingyun Co. and Huayu Automotive, which are expanding into the battery box market [9][10]. - Leading companies are capturing a significant market share, while smaller firms often resort to price competition, which may hinder their long-term sustainability [13]. Industry Trends - Lightweight materials are becoming increasingly important in the industry, as the weight of battery systems significantly impacts energy efficiency in electric vehicles. The battery box, as a non-cell component, plays a crucial role in achieving this lightweight goal [11]. - The demand for battery boxes is expected to grow in tandem with the electric vehicle market, as they are essential components of the vehicle's power system [12]. - The concentration of market share is rising, with leading companies like He Sheng Co. and New Aluminum Era dominating the industry, while smaller players struggle to maintain competitiveness [13].

Group 1 - The core point of the article is that the company, New Aluminum Era, has disclosed its shareholder count as of December 19, 2025, which stands at 12,961 households [1] Group 2 - The company engaged with investors through an interactive platform to provide this information [1]

格隆汇12月26日丨新铝时代(301613.SZ)在投资者互动平台表示，公司目前暂未开展电解铝业务。 ...

公司股东广东大一创业投资有限公司－珠海横琴大一平行创业投资合伙企业（有限合伙）（简称"平行 一号"）、宁波梅山保税港区大一平行二号创业投资合伙企业（有限合伙）（简称"平行二号"）、广东 大一创业投资有限公司－宁波梅山保税港区大壹三号创业投资合伙企业（有限合伙）（简称"大壹三 号"）、广东大一创业投资有限公司－珠海横琴大一龙门一号股权投资合伙企业（有限合伙）（简称"龙 门一号"）、广东大一创业投资有限公司（简称"大一资管"）具有一致行动人关系，合计持有本公司股 份7,454,546股，占本公司总股本比例5.1825%，为公司持股5%以上股东。平行一号、平行二号、大壹三 号、龙门一号、大一资管计划在预披露公告披露之日起15个交易日后的3个月内（2026年1月20日至2026 年4月19日）以集中竞价和/或大宗交易方式合计减持本公司股份不超过3,581,647股，占本公司总股本比 例2.49%（若减持期间公司有送股、资本公积金转增股本等股份变动事项，应对该数量进行相应调 整）。 格隆汇12月25日丨新铝时代(301613.SZ)公布，股东重庆高新创投红马资本管理有限公司－重庆国同红 马股权投资基金合伙企业（有限合伙 ...