证券代码：002138 证券简称：顺络电子 深圳顺络电子股份有限公司投资者关系活动记录表 | | 以公司战略实现为目的"的人才发展策略，重点开展人力资 | | --- | --- | | | 源管理体系（全方位人才保障）、战略管理体系（有效实现）、 | | | 研发体系（缩短研发周期并提高项目成功率）、营销体系（新 | | | 产品、新市场开拓）的建设与管理水平的提升，培养了一大 | | | 批高质量的技术人才、营销人才与管理人才。 | | 关于本次活动是否 | | | 涉及应披露重大信 | 不涉及应披露重大信息 | | 息的说明 | | | 活动过程中所使用 | | | 的演示文稿、提供 无 | | | 的文档等附件（如 | | | 有，可作为附件） | | 4 1 | 而汽车电子、数据中心、氢燃料电池、人形机器人等领 | | --- | | 域是公司大力发展的新兴业务领域，公司基于自身长期积累 | | 的客户资源优势、系统性研发优势、交付能力及质量优势、 | | 人才和组织优势，将在不断快速成长的新兴市场领域中快速 | | 发展。 | | 3、请问公司汽车电子业务发展概况？ | | 回答： | | 汽车电 ...

尽管市场整体尚未形成明显的板块效应，但今天部分板块已经开始有所表现。例如，半导体、软件、计 算机设备等板块出现上涨，这些板块与市场关注的博弈或谈判事件有一定关联，投资者可以结合事件进 展进行进一步分析和布局。此外，化学制药和生物制药板块表现活跃，医药创新领域依然是市场关注的 焦点。在汽车整车板块中，氢燃料电池相关方向开始崭露头角。与锂电池和混动车相比，氢燃料电池作 为一种新兴技术，正在逐渐受到市场关注。虽然新能源汽车整体销量仍在增长，但环比增幅有所放缓， 这促使市场寻找新的替代技术，氢燃料电池的概念炒作也因此逐渐升温。 （原标题：和讯投顾韩东峰：大盘经过缩量后，端午节有行情？） 经过两天的缩量调整之后，市场成交量重新回到万亿之上，显示出一定的试探性上攻意图。首先，央行 的7天逆回购操作已经连续10个交易日进行，这一举措对市场的稳定作用十分明显。通过逆回购操作， 央行向市场注入流动性，缓解了短期资金面的压力，为市场的稳定和反弹提供了基础支持。同时，今天 盘中券商板块全线收红，虽然涨幅并不显著，但这种表现值得关注。券商板块通常被视为市场的先行指 标，其全面收红可能暗示市场情绪正在逐步改善，甚至可能有提前演绎的动作 ...

自2024年下半年起，董事与目标集团进行讨论，探讨成立专注于发展AEM业务之合营企业。然而，于 业务架构及其他投资条款之磋商过程中出现挑战，最终导致合营企业当时无法推进。尽管如此，公司仍 有意探索与目标集团之投资机会。因此，董事正积极继续就潜在交易事项进行讨论。 格隆汇5月22日丨冠轈控股(01872.HK)宣布，于2025年5月22日，公司全资附属公司BetaTech与Infinity Energy订立不具法律约束力的谅解备忘录。该谅解备忘录载述BetaTech拟直接或透过指定联营公司向 Infinity Energy收购AIMI Investments Limited("目标公司")30%股权。根据谅解备忘录所载的条款，目标 股权之初步评估估计不超过2亿港元。 据悉，目标公司为一间于英属处女群岛注册成立之有限责任公司，截至公告日期，由Infinity Energy拥 有51%权益。截至公告日期，目标公司透过其全资附属公司极光氢能有限公司拥有江苏凯辰能源有限公 司的全部股权，而江苏凯辰能源有限公司则拥有南通禾帆能源科技有限公司之全部股权(统称"目标集 团")。 目标集团主要从事供应用于氢气生产的阴离子交换膜 ...

Core Viewpoint - The company has turned a profit in 2024, achieving a total operating revenue of 374 million yuan, a year-on-year increase of 46.58%, and a net profit attributable to shareholders of 2.54 million yuan, marking a turnaround from losses [2] Financial Performance - In the first quarter of 2025, the company reported an operating revenue of 49.95 million yuan, a year-on-year increase of 0.65%, and a net profit attributable to shareholders of 2.89 million yuan, a significant increase of 454.2% [4] - The gross margin for the first quarter was 18.71%, up by 14.37 percentage points year-on-year [4] Market Position and Competitiveness - The company holds a strong market presence in the domestic nuclear and thermal power water treatment sectors, being one of the few suppliers capable of providing condensate water treatment equipment that meets nuclear power plant production requirements [4][6] - By the end of 2024, the company had successfully provided hundreds of water treatment project systems to major energy groups, including China National Nuclear Corporation and China Huaneng Group [4][6] Technological Advancements - The company has developed a fourth-generation membrane electrode with a power density of 2.25 W/cm²@0.6V, which is considered a domestic leader in performance [5] - The company has mastered the high tower method for condensate water treatment, which features unique designs for resin separation and regeneration, addressing issues found in traditional methods [6][7] Strategic Partnerships and Recognition - Long-term collaborations with state-owned enterprises have created customer loyalty and project experience barriers [7] - The company has been recognized as a "National Specialized and Innovative 'Little Giant' Enterprise" and included in the national key equipment catalog, with its technology reaching international advanced levels [7] Research and Development Capabilities - The company has successfully developed high-performance automotive membrane electrodes, corrosion-resistant metal bipolar plates, and fuel cell engine systems, showcasing its multidimensional R&D capabilities [8] - The company has proprietary technologies in various components of hydrogen fuel cells, including low platinum membrane electrode technology and advanced bipolar plate coating technology [8]

近日，财政部下达燃料电池汽车示范应用第三年度奖励资金，总金额达23.4亿元。据记者初步统计，示 范应用前3年累计奖励资金超51亿元。那么，投下的这笔资金效果到底如何？今后应如何继续把宝贵的 资金用在刀刃上？未来还需出台什么接续政策？ 去年底，相关部门制定《关于燃料电池汽车示范应用政策的补充通知》，提出完善示范城市群实施方 案，确保示范取得新实效，示范城市群按照政策要求，并结合各自示范进展和产业实际，完善了城市群 组成、推广计划等，其中哈密、吕梁、大连、濮阳、济源、沧州等6座城市新加入示范城市群。 中汽政研统计显示，截至今年3月，我国燃料电池汽车累计销量达2.95万辆，较示范前翻两番，成为全 球第二大市场。车辆应用场景全面覆盖城市公交、通勤客运、城市物流、渣土运输、牵引接驳、矿场运 输、市政环卫、出租/网约车等多元化领域。 香橙会研究院燃料电池汽车首席研究员李梅梅表示，根据五大氢燃料电池示范城市群政策补贴细则，单 个燃料电池汽车示范城市群四年示范期间，在氢燃料电池汽车推广方面，最高可获得补贴18.7亿元，五 大氢燃料电池示范城市群也就是93.5亿元。"五大示范城市群前三年度累计获得中央财政奖励资金约51.1 亿 ...

丨证券研究报告丨 联合研究丨公司点评丨亿华通-U（688339.SH） [Table_Title] 亿华通 2024A&2025Q1：毛利率承压及减值损 失增加拖累业绩 报告要点 [Table_Summary] 2024A 公司实现营收 3.67 亿元，同比减少 54.21%；归母净利润-4.56 亿元，去年同期为-2.43 亿元，亏损同比扩大。2025Q1 公司实现营业收入 0.11 亿元，同比减少 19.92%；归母净利润 为-0.93 亿元，去年同期为-0.91 亿元。行业尚处于商业化的初期阶段，竞争激烈，量价及盈利 性下行拖累公司业绩。费用相对刚性&信用减值拖累利润。公司拟定增并购定州旭阳氢能，控股 股东或将易主旭阳集团。 %% %% 分析师及联系人 [Table_Author] SAC：S0490517090001 SAC：S0490514040001 SAC：S0490518070001 SAC：S0490520070003 SAC：S0490520080002 SFC：BUV415 SFC：BQK482 SFC：BUZ393 SFC：BUD284 徐科 邬博华 任楠 贾少波 司鸿历 请阅读最后评 ...

宁德时代相关负责人对《证券日报》记者表示，双核电池是通过双核架构将不同化学体系的电池（如钠 离子、磷酸铁锂、三元锂）组合，兼顾低温性能、续航、快充与安全。如，钠-铁双核电池可在极端低 温（-30℃）下保持80%以上电量输出，而"铁-铁双核电池"则通过结构优化将能量密度提升至 280Wh/kg，同时满足高速碰撞后"不起火、不爆炸"的严苛标准；而"双三元"组合甚至能让轴距3米的轿 车实现1500公里续航。 一位不愿具名的业内人士表示，动力电池进入"多核时代"，标志着动力电池从单一材料竞争走向多元体 系协同阶段，多核技术的核心逻辑在于"场景化适配"。实现新能源车从"功能同质化"到"场景个性化"的 跃迁。从双核到多核的创新架构将不只限于新能源乘用车领域，还将在电动巴士、重卡、飞机、船舶等 全领域落地，加速新能源全场景产业化。 本报记者 刘钊 李婷 在第二十一届上海国际汽车工业展览会（以下简称"2025上海车展"）上，整车和零部件企业纷纷展示了 动力系统新技术、新产品，新一轮动力系统竞争大幕拉开。 黄河科技学院客座教授张翔在2025上海车展现场接受《证券日报》记者采访时表示，在"双碳"目标驱动 下，从固态电池的商业化攻 ...

Financial Performance - In Q1 2025, the company achieved operating revenue of 49.95 million yuan, a year-on-year increase of 0.65% [1] - The net profit attributable to shareholders was 2.89 million yuan, a significant increase of 454.20% year-on-year [1] - The net cash flow from operating activities improved significantly to 14.72 million yuan compared to the same period last year [1] Nuclear Power Business - The company is a leading supplier of condensate water treatment systems for nuclear power plants in China, benefiting from favorable nuclear power policies [2] - The company has participated in major projects using the "Hualong One" nuclear technology, providing critical support for the safe operation of these projects [2] - The recent approval of five nuclear power projects, including eight units using "Hualong One" technology, is expected to drive over 100 billion yuan in market demand for nuclear power equipment [3] Hydrogen Energy Business - The hydrogen energy sector is a strategic emerging business for the company, which has developed key components for hydrogen fuel cells, including membrane electrodes and bipolar plates [4] - The company’s fourth-generation membrane electrode, launched in 2024, has achieved a power density of 2.25 W/cm²@0.6 V, positioning it as a leader in the domestic market [4] - The hydrogen fuel cell system's applications are expanding beyond public transport to include logistics, marine, and drone sectors, aligning with the growth of the low-altitude economy [5]

Group 1 - Faraday Future's CEO Jia Yueting stated that achieving a market value of $10 billion is a prerequisite for settling debts in China, which is crucial for investor confidence and stock price [1][2] - The company plans to expand into the Chinese market after success in the US and Middle East, potentially increasing attention on the electric vehicle sector amid intensifying competition [1][2] Group 2 - China National Heavy Duty Truck Group and Toyota signed a strategic cooperation agreement to develop hydrogen fuel cell commercial vehicles, marking a significant milestone in the hydrogen fuel cell market [1][2] - This collaboration is expected to drive technological innovation in green logistics and stimulate investment enthusiasm in related industries, potentially altering the competitive landscape of the commercial vehicle market [2] Group 3 - Contemporary Amperex Technology Co., Ltd. (CATL) announced its first share buyback of 1.0753 million shares, representing 0.0244% of its total share capital, with a total transaction amount of 255 million yuan [3][4] - This buyback reflects the company's confidence in its value and future development, likely enhancing investor confidence and positively impacting the new energy sector [3][4] Group 4 - Porsche announced the completion of a strategic upgrade for its R&D center in Shanghai, which will enhance its local R&D independence and deepen its localization strategy in China [3][4] - This move is expected to promote technological innovation in the high-end automotive industry and reflect the overall market's confidence in foreign investment in China [3][4] Group 5 - BYD reported a significant increase in Q1 2025 net profit, which doubled year-on-year, with revenue reaching 170.36 billion yuan, a 36.35% increase [4] - The growth in revenue and net profit is attributed to the strong demand for new energy vehicles, which may attract more investment in the related industry chain [4]

江苏华盛锂电材料股份有限公司（以下简称"华盛锂电"）近日发布2024年年报，报告期内，公司多项财 务指标出现较大变化。其中，投资活动产生的现金流量净额变动比例高达147.47%，交易性金融资产期 末较期初增长1046.80%。这些显著变化背后，公司的经营状况究竟如何？又存在哪些潜在风险？本文 将为您深入解读。 营收下滑，市场竞争压力凸显 营业收入微降3.83% 2024年，华盛锂电实现营业收入504,899,353.12元，较上年的525,031,402.36元下降3.83%。公司表示， 这主要是受锂电池电解液添加剂行业竞争加剧影响。从市场环境来看，随着新能源汽车行业的快速发 展，锂电池产业链企业纷纷扩大产能，导致电解液添加剂市场供大于求，价格竞争激烈。华盛锂电虽主 营产品出货量同比增长43.52%，但仍难以抵消价格下滑带来的冲击。 净利润由盈转亏 归属于上市公司股东的净利润为 -174,674,817.37元，而上年为 -23,911,803.46元，亏损幅度进一步扩 大。这主要源于销售价格下降幅度较大，募投项目转固导致本期折旧额增加，部分产线停产技改，以及 计提存货跌价准备等因素。其中，销售价格下降使得公 ...