主办单位： 起点固态电池、起点锂电、SSBA固态电池联盟 活动主题： 聚焦新技术 共建新生态 活动时间： 2025年11月8日 全天 9:00-21:00 活动地点： 广州南沙国际会展中心二楼广州厅 活动规模： 1000+ 总冠名单位： 茹天科技 同期活动： CINE固态电池展/CINE钠电展（2025年11月6日-11月8日 ）、2025起点钠电行业年会暨钠电金鼎奖颁奖典礼（2025年11月6日-11月7日 ） 第一批演讲/赞助/参展/参会企业名单： 宁德时代/比亚迪/茹天科技/中科固能 /固态离子能源/巴斯夫杉杉//融捷能源/诺达智慧/天石科丰/有研广东院/博粤新材/清研电 子/国联动力/欣旺达/海裕百特/广汽/一汽/先导智能/鑫晟达/科达制造/诩辰科技/清华大学深圳院/中科院合肥物质科学研究院/金钠科技/海四达钠星易事特钠电/泰和科 技/隐功科技/科迈罗/国科炭美/晟钠新能/中钠能源/乔岳智能/津工能源/时代思康/富钠能源/极电特能/华普森/瑞扬新能源/亮见钠电/叁星飞荣/珠海纳甘新能源/皓升新 能源/扬广科技/银川苏银产业园/兆钠新能源/精诚时代/儒特股份/希倍动力/先导干燥/瓦时动力/苏州翼动新能/ ...

Core Viewpoint - The automotive parts sector has outperformed the overall automotive industry with a 11.26% increase in the first half of the year, leading to significant attention on the half-year performance forecasts of listed companies in this sector [1] Group 1: Performance Forecasts - Sixteen automotive parts companies have disclosed their half-year performance forecasts for 2025, with all but Ningbo Huaxiang and Enjie Co. expecting varying degrees of profit [1] - Notable profit forecasts include: - Sanhua Intelligent Control: Net profit of 1.893 billion to 2.272 billion yuan, a year-on-year increase of 25% to 50% [2] - HaLi Co.: Net profit of 30.5 million to 36 million yuan, a year-on-year increase of 625.83% to 756.71% [2] - Huayou Cobalt: Expected net profit of 2.6 billion to 2.8 billion yuan, a year-on-year increase of 55.62% to 67.59% [4][5] Group 2: Market Trends - The growth in the automotive market, with production and sales exceeding 15 million units, has enhanced the profitability of upstream and downstream companies in the automotive supply chain [4] - The penetration rate of new energy vehicles has stabilized above 50%, contributing to the growth of related companies [4] - The lithium battery sector has seen a cumulative installation of 299.6 GWh in the first half of the year, a year-on-year increase of 47.3% [4] Group 3: Export Opportunities - Export has become a key focus for automotive parts companies, with companies like Tongda Electric and Huagong Technology reporting significant growth in their export businesses [7] - In the first five months, China's automotive parts export reached 39.5 billion USD, with a year-on-year growth rate of 5% [9] Group 4: Challenges - The automotive parts industry faces challenges such as long account receivable turnover days, which have increased from 72.72 days in 2022 to 84.53 days in 2024 [10] - Many automotive parts companies are being pressured by major manufacturers to reduce product prices annually, which could impact their profitability [12]