新能源汽车业务

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泉果基金调研长华集团,整体在手订单充裕,产能利用率将大幅提升
Xin Lang Cai Jing· 2025-08-06 01:59
Group 1 - The core viewpoint of the news is that the company Longhua Group is undergoing significant developments in its product lines, particularly in planetary roller screw and carbon-ceramic brake discs, which are expected to enhance its market position and profitability [1][2][3][4] Group 2 - Longhua Group has successfully produced new iterative samples of planetary roller screws, which are currently in the R&D phase and have not yet achieved mass production [1][2] - The company has acquired nearly 100 acres of land in the Hangzhou Bay New Area to design and plan a new production line for planetary roller screws, indicating proactive measures for future growth [1][2] Group 3 - The carbon-ceramic brake disc is expected to reach a market scale of nearly 10 billion RMB, with the company starting to supply new energy vehicle manufacturers by the end of 2024 [3][4] - The company has announced new customer contracts totaling 2.013 billion RMB as of July 2025, with a strong order backlog and plans to enhance production capacity [4]
长安、东风重组暂停,前者汽车业务成独立央企
雷峰网· 2025-06-05 07:43
长安汽车公告显示,中国兵器装备集团有限公司(下称"兵装集团")将实施分立,汽车业务将从兵装体系中剥离,设立为一家独立中央企业,由国务院国资委 直接履行出资人职责。 作为兵装集团旗下整车核心资产,重庆长安汽车股份有限公司的间接控股股东也随之变更为该新设央企,实际控制人未变化。 两家车企动态,或将对中国汽车行业带来新变量。 作者丨 田哲 编辑丨林觉民 在整车央企战略重组的背景下,长安与东风作为老牌国资车企,近期交出了两份路径截然不同的答卷。 6月5日,长安汽车与东风汽车相继发布公告,对各自控股股东重组事项的进展进行说明。雷峰网注意到,这两份公告的关键词,分别是"分立"与"暂不涉 及"。 长安汽车公告 东风汽车公告 国资委对央企整车资产的整合早有部署。今年3月,在中国电动汽车百人会论坛上,国务院国资委副主任苟坪公开表示,将对整车央企进行战略性重组,以提 高产业集中度、整合优势资源、打造具备全球竞争力的一流汽车集团。 传出重组的长安、东风汽车近年都在加码新能源汽车业务。 相比之下,东风汽车披露的消息更显保守。东风公司虽同样在2月公告中提及"正筹划与其他央企的重组事项",但至6月确认"暂不涉及相关资产和业务重 组",现 ...