Core Viewpoint - New Aluminum Era (新铝时代) reported a revenue increase to 1.906 billion yuan in 2024, marking a year-on-year growth of 6.95%, driven primarily by strong sales of battery box cases [3] Group 1: Financial Performance - In 2024, the company's revenue reached 1.906 billion yuan, reflecting a 6.95% increase compared to the previous year [3] - The core product, battery box cases, significantly contributed to the revenue growth [3] Group 2: Customer Relationships - The largest customer is BYD, with a long-term stable partnership established with Geely [3] - In 2024, the company expanded its customer base to include new energy vehicle manufacturers and battery suppliers such as CATL, Zhongxin Innovation, and Yutong, achieving mass production supply [3] Group 3: Strategic Acquisition - The acquisition of Honglian Electronics is aimed at strategic alignment and complementary synergies, focusing on high-precision, high-strength materials for the new energy vehicle and 3C industries [4] - Honglian's core product includes ultra-high precision shafts, which are applicable in robotics [4] Group 4: Production Capacity and Future Outlook - The company indicated limited production capacity in 2024, but expects a 69% year-on-year revenue growth in Q1 2025 as new projects come online [4] - Continuous process optimization and product upgrades are planned to maintain competitive advantages and expand the customer base [4]
新铝时代持续夯实核心竞争力 战略布局宏联电子已有机器人应用案例