Core Viewpoint - New Aluminum Era (301613) reported significant growth in shipment volume and revenue in the first half of the year, indicating its leading position in the new energy vehicle (NEV) components sector and entering a new growth cycle [1][2]. Group 1: Financial Performance - The company's revenue increased by 68.82% year-on-year to 1.544 billion yuan, while net profit attributable to shareholders rose by 37.33% to 140 million yuan [1]. - Battery box sales reached 3.35 million units, showing a significant year-on-year increase and a steady improvement in market share within the niche segment [1]. Group 2: Customer Base and Revenue Structure - Revenue contribution from major client BYD (002594) has decreased, while new orders from other automakers like Geely and Leap Motor have strengthened the revenue base [1]. Group 3: Technological Advancements - The company has established three technological barriers through FSW welding technology, digital extrusion control processes, and high-performance aluminum alloy materials, enabling it to cover all generational battery technology routes [1]. - New Aluminum Era has successfully entered the supply chains of leading companies such as BYD, CATL (300750), and Zhongchu Innovation, and is actively involved in the electrification processes of commercial vehicles [1]. Group 4: Global Expansion and R&D Investment - The company is accelerating its global capacity layout, with construction of new production bases in Fuling and Nanchuan, leading to over 55% growth in construction projects and over 20% growth in fixed assets [2]. - R&D investment reached 40.817 million yuan, a year-on-year increase of 53.37%, with a total of 155 patents held, including 23 invention patents [2]. - The strong R&D capability allows the company to participate in joint development with downstream NEV manufacturers, quickly responding to customer needs [2]. Group 5: Market Position and Future Outlook - The company aims to continuously track industry trends and technological innovations to support sustained business growth through high-quality products and services [2].
市占率稳步提高！新铝时代半年报增收又增利 产能释放前景向好