Industry Overview - The Chinese automotive industry is undergoing significant transformation, with a strong focus on innovation and the development of new energy vehicles (NEVs) [1] - In 2024, China's NEV production and sales are projected to reach 12.888 million and 12.866 million units, respectively, marking year-on-year increases of 34.4% and 35.5% [1] - The government is promoting the development of a modern industrial system, emphasizing the integration of digital technology with manufacturing advantages to support the growth of intelligent connected NEVs [1] Company Highlights - Changying Precision has become a leading domestic manufacturer of precision electronic components, focusing on battery structure parts and high-voltage electrical connections for NEVs [2] - Since expanding its NEV production capacity in 2021, Changying Precision has experienced rapid revenue growth, with a compound annual growth rate exceeding 60% [2] - The company has a robust R&D team of over 5,000 members and has invested approximately 8% of its revenue in R&D over the past three years, holding over 2,200 patents [2] Technological Advancements - Bojun Technology is engaged in the research and development of lightweight materials and advanced manufacturing processes, including hot forming and integrated die-casting [3] - The company's R&D investment increased from 85 million yuan in 2023 to 160 million yuan in 2024, a year-on-year rise of 90.17% [3] - Bojun Technology holds 5 registered trademarks and 94 patents, including 17 invention patents and 77 utility model patents [3] Market Position - Sanhua Intelligent Controls is a global leader in automotive thermal management systems, with a compound annual growth rate of over 23% in revenue and 25% in net profit over the past 20 years [4] - The company has consistently increased its R&D investment, reaching 1.352 billion yuan in 2024, maintaining a stable ratio of approximately 4.5% of revenue [4] - Sanhua is focusing on smart factory initiatives, leveraging big data and AI to enhance production efficiency and product quality [5] Future Outlook - The automotive parts industry in Shenzhen is actively engaging in the technological transformation of the NEV sector, driving advancements in intelligent connectivity and new energy [5] - With ongoing technological progress and industry upgrades, Shenzhen's automotive parts companies are expected to shine on the global stage, contributing to a smarter, greener, and more efficient automotive industry [5]
竞逐新能源汽车“智变”浪潮 深市智造企业点燃汽车零部件赛道革新引擎
Zheng Quan Shi Bao Wang·2025-05-27 10:36