据悉，前述项目生产地为旭升集团中国及墨西哥生产基地。公司表示，本次获得客户定点是双方长期合 作的深化，有助于进一步巩固领先优势，提升市场份额。 在储能领域，旭升集团自主研发的储能电池外壳、散热模块外壳及结构支架等核心部件，凭借轻量化、 高强度和优异的散热性能，赢得市场青睐。2025年上半年，公司储能业务实现营收约3亿元，同比呈现 爆发式增长。 不过，定点通知并不能反映客户最终的实际采购数量，公告中披露的项目总金额仅为预计金额，具体以 订单结算金额为准。 近年来，旭升集团持续深化全球化布局，加速产能出海步伐，以满足海外客户的本地化配套需求。目 前，公司已在墨西哥、泰国布局海外生产基地。 刚被广州国资"相中"，旭升集团（603305）又获重要客户定点。 2025年6月，墨西哥基地正式投产运营，该基地覆盖从原材料采购到成品制造的全链条生产，实现了轻 量化产品的本地化闭环供应。旭升集团表示，从客户角度看，北美主要客户排产需求充足，订单执行顺 利，为产能释放提供了稳定基础；从运营端看，良率和效率正在稳步提升，本地化采购比例也在逐步提 高，有助于后续进一步降低成本、改善交付周期。紧随其后，公司泰国基地于2025年7月正式 ...

证券时报记者 叶玲珍 刚被广州国资"相中"，旭升集团（603305）又获重要客户定点。 1月5日晚间，旭升集团发布公告，公司收到某北美新能源汽车厂商的定点通知，将为该客户供应动力总成、车身 件、副车架、电池盒等零部件产品。根据规划，本次定点项目生命周期约为8年，生命周期总销售金额约78亿元， 预计2026年底开始量产。 据悉，前述项目生产地为旭升集团中国及墨西哥生产基地。公司表示，本次获得客户定点是双方长期合作的深 化，有助于进一步巩固领先优势，提升市场份额。 2025年6月，墨西哥基地正式投产运营，该基地覆盖从原材料采购到成品制造的全链条生产，实现了轻量化产品的 本地化闭环供应。旭升集团表示，从客户角度看，北美主要客户排产需求充足，订单执行顺利， 为产能释放提供 了稳定基础；从运营端看，良率和效率正在稳步提升，本地化采购比例也在逐步提高，有助于后续进一步降低成 本、改善交付周期。紧随其后，公司泰国基地于2025年7月正式破土动工，预计2026年下半年开始陆续投入使用， 重点服务东南亚新能源汽车及高端智造产业。 基于在新能源汽车行业的优势，旭升集团积极拓展业务范围，目前已逐步延伸至储能、机器人等新兴领域。 不 ...

旭升集团迎国资入局。 12月22日晚间， 旭升集团（ 603305 ）发布公告称， 公司控股股东、实控人徐旭东及其一致行动 人旭晟控股、旭日实业正筹划涉及所持有公司股份转让事宜。 本次权益变动完成后，公司实际控 制人将变更为广州市人民政府。 公司股票将 自2025年12月23日（星期二）上午开市复牌。 | 证券代码 | 证券同称 | 停复牌类型 | | 停牌起始日 | 停 浮 期间 | 停牌终止日 | 夏牌日 | | --- | --- | --- | --- | --- | --- | --- | --- | | 603305 | 旭升集团 | A R | 道理 | | | 2025/12/22 | 2025/12/23 | 据悉，2025年12月22日，徐旭东、陈兴方、旭晟控股、旭日实业与广州工业投资控股集团有限公 司（以下简称"广州工控集团"）、广州工控汽车零部件集团有限公司（以下简称"工控汽车零部件 集团"）签署《关于宁波旭升集团股份有限公司控制权收购协议》，徐旭东先生拟向广州工控集团 转让其持有的旭晟控股51%股权，陈兴方女士拟向广州工控集团、工控汽车零部件集团分别转让其 持有的旭晟控股16%股权、 ...

Core Insights - The company is actively pursuing collaboration opportunities in the North American new energy lightweight sector, particularly with the LEAP series die-casting machines and semi-solid magnesium alloy equipment [1] Group 1: Orders and Collaborations - The company has not confirmed any direct equipment orders or technical cooperation agreements with North American electric vehicle manufacturers such as Tesla or Rivian [1] Group 2: Service Center Development - The initial phase of the Mexico service center will cover equipment installation, training, and basic maintenance, with plans to gradually expand to spare parts storage and process support [1] Group 3: Geopolitical Risk Management - The company is taking specific measures to address geopolitical risks in the North American market, although details were not provided in the response [1]

Core Viewpoint - The company is actively seeking collaboration opportunities that align with its development goals, particularly in the North American market for new energy lightweight solutions [1]. Group 1: Company Developments - The company has established a service center in Mexico, which will initially cover equipment installation, training, and basic maintenance, with plans to expand into spare parts storage and process support in the future [1]. - There is a focus on technological breakthroughs in the North American new energy lightweight sector, specifically with the LEAP series die-casting machines and semi-solid magnesium alloy equipment [3]. Group 2: Investor Inquiries - Investors have inquired about whether the company has secured direct equipment orders or technology cooperation agreements with North American electric vehicle manufacturers such as Tesla and Rivian [3]. - Questions were raised regarding the construction progress of the Mexico service center and its expected service capabilities [3]. - The company was also asked about specific measures it is taking to address geopolitical risks in the North American market [3].

Core Insights - Ningbo Xusheng Group (603305) reported a revenue of 1.13 billion yuan in Q3 2025, a year-on-year increase of 0.41% [1] - The net profit attributable to shareholders reached 99.21 million yuan, reflecting a significant year-on-year growth of 70.43% [1] - The net profit after deducting non-recurring gains and losses was 90.66 million yuan, up 96.36% year-on-year [1] - Basic earnings per share increased by 42.86% to 0.10 yuan [1] Financial Performance - The company's gross profit margin improved compared to the same period last year, contributing to profit growth [1] - Inventory impairment losses decreased compared to the previous year, further supporting profitability [1] - Net cash flow from operating activities reached 271 million yuan, a substantial increase of 201.30% year-on-year, primarily due to increased cash receipts from sales [1] Business Overview - The company specializes in the research, production, and sales of precision aluminum alloy components, focusing on lightweight solutions for clients [1] - Xusheng Group has established strong capabilities in material research, process development, and automated production line design [1] - The company has positioned itself as a leading player in the automotive precision aluminum alloy component sector, particularly in the new energy lightweight field [1] Product Applications - Xusheng Group's products are widely applicable in the fields of new energy vehicles, energy storage, and robotics [2] - The company offers a comprehensive range of core components, including vehicle body structural parts and high-precision robotic joints [2] - Continuous breakthroughs in multi-material technology have allowed the company to expand its material system, enhancing its competitive edge in emerging markets [2]