新能源汽车热管理

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盾安环境(002011.SZ):盾安环境智能智造总部基地项目开工
Ge Long Hui A P P· 2025-10-08 09:06
公司将有序推进智能智造总部基地项目建设进程,以期有效提升产能,强化产品竞争力。目前项目尚处 于工程建设阶段,前文所述投资建设周期及产能情况为公司暂估,实践中投资、建设及运营可能受政 策、市场环境等多重因素影响,具体实施时间存在一定不确定性,敬请广大投资者审慎决策,注意投资 风险。 格隆汇10月8日丨盾安环境(002011.SZ)公布,近日,政府组织举办智能智造总部基地项目活动并宣布项 目开工。该项目位于诸暨市开发区,分两期实施,一期为盾安环境智能制造总部基地项目,用地面积约 300亩,计划建设制冷空调零部件的研发、制造和销售基地及相关配套设施,目前已取得建设用地及开 工许可,预计2027年竣工。项目建成达产后,预计可形成年产3.3亿套制冷空调零部件的生产能力。二 期为盾安环境新能源汽车热管理总部基地项目,用地面积约100亩,计划建设新能源汽车热管理核心零 部件研发、制造、销售基地及相关配套设施,将根据项目进度适时确认地块并开工建设,项目建成达产 后,预计可形成年产1亿套新能源汽车热管理零部件的生产能力。 ...
盾安环境:盾安环境智能智造总部基地项目开工
Ge Long Hui· 2025-10-08 09:02
公司将有序推进智能智造总部基地项目建设进程,以期有效提升产能,强化产品竞争力。目前项目尚处 于工程建设阶段,前文所述投资建设周期及产能情况为公司暂估,实践中投资、建设及运营可能受政 策、市场环境等多重因素影响,具体实施时间存在一定不确定性,敬请广大投资者审慎决策,注意投资 风险。 格隆汇10月8日丨盾安环境(002011.SZ)公布,近日,政府组织举办智能智造总部基地项目活动并宣布项 目开工。该项目位于诸暨市开发区,分两期实施,一期为盾安环境智能制造总部基地项目,用地面积约 300亩,计划建设制冷空调零部件的研发、制造和销售基地及相关配套设施,目前已取得建设用地及开 工许可,预计2027年竣工。项目建成达产后,预计可形成年产3.3亿套制冷空调零部件的生产能力。二 期为盾安环境新能源汽车热管理总部基地项目,用地面积约100亩,计划建设新能源汽车热管理核心零 部件研发、制造、销售基地及相关配套设施,将根据项目进度适时确认地块并开工建设,项目建成达产 后,预计可形成年产1亿套新能源汽车热管理零部件的生产能力。 ...
儒竞科技(301525) - 儒竞科技2025年9月26日投资者关系活动记录表
2025-09-28 10:04
Group 1: Company Overview and Project Details - The "New Energy Vehicle Electronics and Intelligent Manufacturing Base" project has a total investment of approximately 580 million RMB, covering an area of about 60 acres with a building area of over 80,000 square meters, and officially commenced production in the first half of 2025 [2][3] - The smart factory features fully automated production lines, industrial robots, and smart warehouses, integrating various information systems for intelligent production [2][3] Group 2: Heat Pump Business Insights - The global air source heat pump market is gradually recovering in 2025, with significant revenue growth in the heat pump business segment during the first half of the year [3][4] - The company has developed a series of high-efficiency, energy-saving, and intelligent large-capacity heat pump drivers, benefiting from proactive commercial strategies and deep collaborations with quality clients [3][4] Group 3: New Energy Vehicle Thermal Management - The company has established a comprehensive technology and product platform in the new energy vehicle thermal management sector, focusing on cabin thermal management, battery thermal management, and motor control systems [5] - Continuous investment in R&D for intelligent controllers and multi-functional controllers aims to enhance the product line and meet diverse market demands as global penetration of new energy vehicles increases [5] Group 4: Data Center Applications - The HVAC/R industry is undergoing intelligent upgrades and green transformations, with the company strategically entering the data center thermal management and energy-saving technology sectors [6][7] - The application of variable frequency high-efficiency technology and energy-saving solutions in data centers is expected to expand, covering core infrastructure such as precision air conditioning and cooling systems [6][7]
三花智控:未来5-10年热管理行业空间足够大,聚焦专注于新能源汽车热管理领域
Jin Rong Jie· 2025-09-28 09:13
Group 1 - The company has been asked about its involvement in the solid-state battery industry and has confirmed that it is focusing on thermal management for electric vehicle batteries, which is crucial for battery lifespan, range, and safety [1] - The company emphasizes that thermal management is essential for both traditional and solid-state batteries, indicating a strategic focus on this area for the next 5-10 years [1] - The company believes that the market potential for thermal management in the electric vehicle sector is significant, suggesting a long-term growth opportunity [1]
液冷板龙头IPO生效,7.29亿加码电池热管理
DT新材料· 2025-09-27 16:05
【DT新材料】 获 悉, 国家级专精特新 "小巨人" 企业 纳百川新能源股份有限公司(以下简称"纳百川")的创业板IPO注册于近日成功生效 ,即将登陆深交 所创业板,开启资本市场新征程。这一里程碑事件,标志着这家深耕新能源热管理领域十余年的企业,正式从细分赛道走向公众视 野,有望借助资本力量进 一步扩大产能、提升技术实力,巩固其在热管理领域的领先地位。 作为 国内液冷板领域起家 的上市企业,纳百川凭借多年技术积累与市场深耕,成为温州市泰顺县首家成功过会的企业。此次 IPO 由浙商证券保荐, 计划募 资 7.29 亿元,其中 5.79 亿元将投入纳百川(滁州)新能源科技有限公司年产 360 万台套水冷板生产项目(一期) ,1.5 亿元用于补充流动资金。 从创业初 期专注液冷板研发制造,到如今主力产品电池液冷板广泛应用于新能源汽车及储能领域,2024 年在新能源汽车领域的市场份额约达 12.16%,稳居行业前 列。此次募资将进一步强化其产能优势,助力企业剑指全球动力电池热管理领先地位。 01 从温州起步的热管理解决方案专家 作为国内最早布局新能源汽车热管理领域的企业之一,纳百川自 2011 年启动动力电池热管理产 ...
搭上特斯拉,绍兴小厂狂飙成千亿巨头
21世纪经济报道· 2025-09-26 12:58
Core Viewpoint - Sanhua Intelligent Control has transformed from a small factory to a giant with a market capitalization nearing 200 billion yuan, driven by strategic pivots and deepening in core industries such as thermal management and robotics [1][4]. Company History - Sanhua Intelligent Control originated in 1967 as a small agricultural machinery repair factory and evolved into a leading manufacturer of refrigeration components [4]. - The company gained significant market share in the production of four-way valves, achieving a production volume of over 1 million units by 1999, which led to a successful acquisition of the valve business from the original acquirer, Lanco [5]. - The refrigeration segment remains a strong foundation for Sanhua, with revenue from air conditioning components reaching 10.389 billion yuan in the first half of the year, a year-on-year increase of 25.49% [5]. Entry into New Energy Vehicles - Sanhua's entry into the new energy vehicle (NEV) sector was influenced by a meeting with Wanxiang Group's founder, which solidified the company's focus on thermal management for electric vehicles [7]. - The company successfully integrated into Tesla's supply chain, becoming a key provider of thermal management solutions for Tesla's Model 3 [8]. - In the first half of the year, Sanhua's automotive components business generated revenue of 5.874 billion yuan, reflecting an 8.83% year-on-year increase, although growth was impacted by a decline in Tesla's delivery volumes [9]. Robotics Sector Development - Sanhua is positioning itself in the humanoid robotics market, leveraging its experience in automotive components to develop electromechanical actuators [11]. - The company has formed a strategic partnership with Harmonic Drive to enhance its technological capabilities in robotics [11]. - Sanhua's management expressed confidence in the growth potential of robotics as a key application for AI, with a dedicated robotics division established to support product development and mass production [11][12].
中创智领(郑州)工业技术集团股份有限公司 关于参与投资私募基金暨关联交易的公告
Zhong Guo Zheng Quan Bao - Zhong Zheng Wang· 2025-09-23 08:46
证券代码:601717 证券简称:中创智领 公告编号:2025-058 中创智领(郑州)工业技术集团股份有限公司 关于参与投资私募基金暨关联交易的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗漏,并对其内容 的真实性、准确性和完整性承担法律责任。 重要内容提示: ● 参与投资私募基金的基本情况:中创智领(郑州)工业技术集团股份有限公司(以下简称"公司")拟 与关联人河南资产管理有限公司(以下简称"河南资产")、河南资产基金管理有限公司(以下简称"河 南资产基金管理")等专业投资机构合作,参与投资河南泓楷股权投资基金合伙企业(有限合伙)(以 下简称"合伙企业"、"基金"或"泓楷基金"),以零元价格受让河南资产持有的泓楷基金尚未实缴出资的 20,200.00万元有限合伙份额,并进而作为有限合伙人对泓楷基金认缴出资人民币20,200.00万元,认缴出 资金额占泓楷基金总认缴出资额的25.0935%; ● 本次交易构成关联交易; ● 本次交易未构成重大资产重组; ● 交易实施尚需履行的审批及其他相关程序:本次交易未达到股东会审议标准。泓楷基金尚需履行市场 监督管理部门的合伙人变动工 ...
中创智领:出资2.70亿元设立亚新科热管理技术(仪征)有限公司
2 1 Shi Ji Jing Ji Bao Dao· 2025-09-22 10:25
南财智讯9月22日电,中创智领公告,公司控股子公司亚新科工业技术(南京)有限公司计划出资2.70 亿元,设立全资子公司亚新科热管理技术(仪征)有限公司。该投资旨在提升公司在汽车热管理系统冷 板业务的市场竞争力,巩固市场地位,并为未来拓展热管理的更多应用领域打下基础。新公司将专注于 新能源汽车、电力、通讯、信息系统集成行业的热管理系统技术开发及相关零部件的研发、设计、生产 和销售。此次投资无需提交公司股东会、董事会审议,但需完成市场监督管理部门的注册登记手续。投 资存在宏观经济及行业政策变化、经营管理、技术研发、市场开发、环境影响等风险。 ...
盾安环境拟50亿元 投建智能智造总部基地
Zheng Quan Shi Bao· 2025-09-10 18:00
Core Viewpoint - The company has signed an investment agreement to establish the "Shun'an Environment Intelligent Manufacturing Headquarters Base" project in Zhuji City, with a total planned investment of approximately 5 billion yuan [1]. Group 1: Investment Agreement Details - The project consists of two phases: the first phase focuses on the intelligent manufacturing headquarters, while the second phase will establish a headquarters for new energy vehicle thermal management [1]. - The investment will be funded through the company's own and self-raised funds, ensuring no harm to the company's or shareholders' interests [2]. Group 2: Business Operations and Financial Performance - Shun'an Environment is a leading enterprise in the global refrigeration and air conditioning components industry, with significant partnerships with well-known air conditioning manufacturers [1]. - In the first half of 2025, the company achieved revenue of 6.729 billion yuan, a year-on-year increase of 6.05%, and a net profit attributable to shareholders of 535 million yuan, up 12.94% year-on-year [1]. Group 3: Automation and Information Technology Investment - The company invested nearly 200 million yuan in the first half of the year to enhance automation and information technology systems, aiming for an integrated smart factory model [2]. - The integration of key production equipment with information systems has enabled intelligent production scheduling and enhanced visibility and flexibility in the production process [2]. Group 4: Market Outlook and Strategic Goals - The refrigeration and new energy vehicle thermal management markets are expected to grow, driven by increasing domestic demand and stricter environmental regulations [2]. - The project aims to seize market opportunities, expand production capacity, and enhance product competitiveness, contributing positively to the company's profitability and long-term performance [2].
盾安环境拟投建盾安环境智能智造总部基地项目 总投资额约50亿元
Zhi Tong Cai Jing· 2025-09-10 14:29
该项目分两期,第一期为盾安环境智能制造总部基地项目,第二期为盾安环境新能源汽车热管理总部基 地项目。计划建设盾安环境制冷核心零部件及新能源汽车热管理核心部件研发、制造、销售基地及相关 配套设施。 盾安环境(002011)(002011.SZ)发布公告,为打造集制冷核心部件生产、研发、配套、检测等于一体 的智能制造基地,深化智能转型,构筑未来竞争力,公司计划在诸暨市辖区内使用自有及自筹资金投资 建设"盾安环境智能智造总部基地"项目,在项目投资协议约定的经营期限内,项目计划总投资额约50亿 元人民币,将根据项目实施进度分期投入。 ...