德尔股份：上半年配套新能源汽车产品收入同比增长74.1%

Core Viewpoint - Del Corporation has shown stable growth in performance amid fierce competition in the automotive parts industry, driven by innovation and a focus on electric vehicle components [1][2]. Group 1: Company Overview - Del Corporation initially specialized in automotive steering pumps and has gradually gained significant market recognition and share in this field [1]. - The company has expanded its product line to include transmission oil pumps, electronic pumps, electro-hydraulic steering pumps, motors, and hydraulic retarders, enhancing revenue and economic efficiency [1]. - In 2017, Del Corporation acquired German company Kakuisi, adding noise reduction, thermal insulation, and lightweight products to its portfolio, marking the beginning of its global expansion [1]. Group 2: Financial Performance - In the first half of 2025, Del Corporation achieved revenue of 2.441 billion yuan, a year-on-year increase of 6.72%, and a net profit attributable to shareholders of 50.87 million yuan, up 178.09% year-on-year [1][2]. - The growth in revenue was significantly driven by a 74.1% increase in income from supporting new energy vehicle products, which improved the overall revenue structure [2]. Group 3: Global Operations - Del Corporation has established overseas production bases in the United States, Mexico, Germany, Spain, Belgium, Poland, and Slovakia, while domestic bases are located in cities such as Fuxin, Tianjin, Shenyang, Changchun, and Shenzhen [2]. - The company has a global R&D presence in Germany, the United States, Austria, Japan, Shanghai, and Fuxin, allowing for localized production and sales to quickly respond to customer needs [2]. Group 4: Strategic Partnerships and Innovations - Kakuisi, a subsidiary of Del Corporation, has formed strategic partnerships with numerous well-known automotive manufacturers, including Mercedes-Benz, BMW, Audi, Volkswagen, Ford, General Motors, Stellantis, Porsche, Renault, Nissan, SAIC, Jiangling, Great Wall, and Geely [2]. - Del Corporation is focusing on solid-state battery products, which avoid the use of flammable materials, enhancing battery safety [3]. - The company has signed a strategic cooperation agreement with Jiangling Group New Energy Vehicle Co., Ltd. for solid-state battery projects, which are progressing steadily [3].