Core Viewpoint - Chongqing New Aluminum Era Technology Co., Ltd. reported significant growth in its first half of 2025, with revenue reaching 1.544 billion yuan, a year-on-year increase of 68.82%, and net profit of 140 million yuan, up 37.33% [1] Group 1: Company Performance - The increase in revenue is primarily driven by the rise in sales of battery box housings, which are critical components in the electric vehicle battery system [1] - The company produced approximately 566,000 battery box housings and sold 554,900 units in the first half of the year, with cumulative sales exceeding 3.35 million units [3] - As of June 30, 2025, the company held 155 patents, including 23 invention patents, with 10 more invention patents pending [4] Group 2: Industry Context - The new energy vehicle industry is experiencing rapid growth, with production and sales of new energy vehicles reaching 6.968 million and 6.937 million units respectively in the first half of the year, marking year-on-year increases of 41.4% and 40.3% [2] - The market for battery box housings is highly correlated with the new energy vehicle market, benefiting from the increasing demand in the sector [1][2] - The company has reduced its reliance on a single major customer by actively expanding its client base and increasing sales to other customers [2] Group 3: Competitive Advantages - The company has established a comprehensive business system for the research, production, and sales of aluminum alloy components for new energy vehicle battery systems [1] - It maintains a competitive edge through strong innovation capabilities, industry insights, and efficient management in technology research, product innovation, supply chain management, and large-scale production [2] - The company’s products are recognized for their quality, evidenced by a zero quality recall record, enhancing its reputation among downstream customers [3]
产品销量增加 新铝时代上半年营业收入同比增长68.82%