海外产能扩张

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赛轮轮胎(601058):Q2贸易扰动业绩暂承压,内研外拓改善可期
Donghai Securities· 2025-08-27 12:07
吴骏燕 S0630517120001 wjyan@longone.com.cn 证券分析师 谢建斌 S0630522020001 xjb@longone.com.cn | [数据日期 Table_cominfo] | 2025/08/26 | | --- | --- | | 收盘价 | 14.35 | | 总股本(万股) | 328,810 | | 流通A股/B股(万股) | 328,810/0 | | 资产负债率(%) | 50.43% | | 市净率(倍) | 2.11 | | 净资产收益率(加权) | 8.97 | | 12个月内最高/最低价 | 17.60/11.37 | [Table_Reportdate] 2025年08月27日 公 司 简 评 [证券分析师 Table_Authors] [Table_QuotePic] -12% -4% 4% 11% 19% 27% 35% 43% 24-08 24-11 25-02 25-05 赛轮轮胎 沪深300 [相关研究 Table_Report] 《赛轮轮胎(601058):产销持续放 量,加强国际品牌影响力——公司简 评报告》 2025.05.12 ...
亿纬锂能:马来西亚小圆柱电池产能已实现量产
Zheng Quan Shi Bao Wang· 2025-08-23 11:18
人民财讯8月23日电,亿纬锂能(300014)在电话会议上表示,公司海外工厂建设进展顺利。马来西亚 小圆柱电池产能已实现量产。马来西亚二期储能工厂也正按既定规划有序推进,预计于今年底建成,明 年初开始量产交付。匈牙利项目在今年上半年已收到建筑许可决定,公司已经开始全面推进建设工作, 预计2027年建成投产。 ...
建霖家居:泰国建霖拟建设三期厂房扩大海外产能
news flash· 2025-06-09 07:58
Core Viewpoint - The company plans to increase its investment in its subsidiary, Jianlin Industrial (Thailand) Co., Ltd., to expand overseas production capacity by constructing a third-phase factory with a total investment of 319 million yuan [1] Group 1 - The total investment for the project is 319 million yuan [1] - The investment will be contributed by the shareholders of Jianlin Thailand according to their equity ratios [1] - The company intends to invest no more than 43 million dollars to increase its wholly-owned subsidiary, Jianlin Singapore, for the purpose of funding the investment in Jianlin Thailand [1]
中科电气拟80亿投建阿曼项目 净利连续6季增长加速海外布局
Chang Jiang Shang Bao· 2025-06-05 23:31
Core Viewpoint - The company Zhongke Electric is accelerating its overseas capacity expansion in the lithium battery sector, with a significant investment in an integrated anode material production base in Oman while delaying a similar project in Morocco [1][2]. Group 1: Project Investments - Zhongke Electric plans to invest up to 8 billion yuan in an integrated anode material production base in Oman, with an annual capacity of 200,000 tons, divided into two phases of 100,000 tons each, expected to take 36 months for construction [2]. - The company has decided to delay the construction of its Morocco project, which has a total investment of up to 5 billion yuan and is also planned for an annual capacity of 100,000 tons [2]. Group 2: Financial Performance - In 2024, Zhongke Electric achieved a revenue of 5.581 billion yuan, representing a year-on-year growth of 13.72%, and a net profit of 303 million yuan, which is a significant increase of 626.56% [3]. - The company reported a revenue of 1.598 billion yuan in Q1 2025, showing a year-on-year growth of 49.92%, with a net profit of 134 million yuan, up 465.8% [3][4]. Group 3: Market Position and Strategy - Zhongke Electric is positioned as a leading anode material manufacturer, supplying major battery manufacturers such as CATL, BYD, and LGES, and ranks third in the lithium battery anode material industry in terms of shipment volume [3]. - The company is focusing on differentiated competitive advantages by targeting the fast-charging and energy storage anode material markets, despite facing industry challenges such as price declines and increased competition [3][4]. Group 4: Research and Development - Zhongke Electric has maintained R&D expenses above 200 million yuan from 2022 to 2024, with Q1 2025 R&D expenses reaching 73.1587 million yuan, nearly doubling year-on-year [4]. - The company is developing new technologies in silicon-carbon and lithium metal anodes, with pilot production lines for silicon-carbon anodes already established and products undergoing evaluation by multiple clients [4].
湖南裕能&万润新能:海外磷酸铁锂项目持续推进
起点锂电· 2025-05-19 09:44
业绩方面,2024年全年, 湖南裕能实现营收 225.99亿元,同比减少 45.36%, 归母净利润5.94亿元 , 同比减少62.45%。今年一季度, 湖南裕能营业收入为 67.62亿元,同比增长49.60%, 归母净利润9431.64万元,同比下降40.56%。 万润新能方面,美国项目相关土地和厂房已于去年底完成交割,目前正按计划推进设计、报批报建工作,并同步开展设备采购、专利申请以及 与意向客户的商谈工作。 该项目于2024年9月公布, 计划出资16764.41万美元,在美国南卡罗来纳州开展"万润新能美国新能源正极材料及其产业化研发中心项 目",规划建设年产5万吨磷酸铁锂生产基地。 今年一季度,万润新能磷酸铁锂材料实现出货7.4万吨,较上年同期增长138%。目前行业需求旺盛,公司排产情况良好,预计二季度出货量 将环比提升。 钠电材料端, 2024年度 万润新能已实现出货逾两百吨。应用场景包括两轮、三轮等小型电动车型、低速四轮车、增混电池、超低温环境储 能等。 磷酸铁锂热度持续、市场大单频现,两大龙头企业公布海外产能新进展! 起点锂电注意到,5月15日,头部磷酸铁锂企业湖南裕能与万润新能同时公布投资者关系 ...