部分A股汽车零部件生产公司上半年预计业绩情况 公司简称 上半年预计净利润 同比增幅 海立股份 3050万元至3600万元 625.83%至756.71% 金麒麟 1.06亿元 222.36% 继峰股份 1.5亿元至1.8亿元 182.25%至238.70% 西菱动力 5500万元至5700万元 126.54%至134.78% 神通科技 6300万元至6500万元 106.89%至113.46% ◎记者 李少鹏 今年上半年产量为696.8万辆，同比增长41.4%；销量为693.7万辆，同比增长40.3%……我国新能源汽车 产业交出一份亮眼的2025年"中考"答卷。得益于新能源汽车产业良好的发展势头，除了整车厂商自身盈 利能力提升外，A股产业链相关公司亦纷纷受益。 据上海证券报记者统计，海立股份、金麒麟、继峰股份、西菱动力、神通科技等近30家A股汽车零部件 生产企业，向市场传递出半年度业绩预增的喜讯。综合来看，新能源汽车需求拉动、出口业务增长成为 产业链公司业绩增长的关键因素。 零部件企业"中考"频报喜 得益于上半年新能源汽车产销两旺的大好势头，作为产业链重要环节的汽车零部件厂商纷纷受益，业绩 预喜已成普遍现象。 ...

Group 1 - The core objective of the investment is to establish an intelligent manufacturing base for automotive parts in Mexico, with an investment of approximately 450 million yuan and a construction period of two years [1] - The main products to be produced at the new facility will be lightweight automotive parts, utilizing aluminum alloy, which is increasingly being adopted in the automotive industry to replace steel [1] - The company has established relationships with major clients, including both domestic and foreign automotive manufacturers, and aims to meet the growing demand for aluminum alloy castings as the use of aluminum in vehicles continues to rise [1][3] Group 2 - Mexico is a significant trade partner for the United States, with over 80% of its manufactured goods exported to the U.S., making it a crucial entry point for global manufacturing products into the U.S. market [2] - The USMCA agreement allows for tariff-free treatment if 75% of the vehicle or parts are manufactured in the US, Mexico, or Canada, which has attracted more investment into Mexico's automotive parts industry [2] - Mexico is currently the largest exporter of automotive products to the U.S. and the fourth-largest producer of automotive parts globally, with an annual output value exceeding 100 billion USD [2] Group 3 - Establishing a manufacturing base in Mexico will help the company mitigate the risks associated with international trade policy changes and strengthen its supply chain with European and American clients [3] - The investment is subject to various administrative procedures from the governments of China, Singapore, and Mexico, indicating some level of uncertainty regarding the investment details [3] - The company emphasizes that the final investment details, including capacity and amount, will be subject to approval from relevant authorities [3]

编号：2025-002 证券代码： 301229 证券简称： 纽泰格 债券代码： 123201 债券简称： 纽泰转债 江苏纽泰格科技集团股份有限公司 投资者关系活动记录表 | | 特定对象调研 分析师会议 | | --- | --- | | 投资者关系活动 | 媒体采访 业绩说明会 | | 类别 | 新闻发布会 路演活动 | | | 现场参观 | | | 其他 | | 参与单位名称及 | 华创证券：夏凉、李昊岚，国信证券：孙树林，财通证券：韩家宝， 健顺投资：罗庆，华商基金：刘静远，中银国际证券：叶志成， | | 人员姓名 | 华安基金：倪文凡，华泰柏瑞基金：刘子豪，国泰基金：谢泓材， | | | 翊安投资：张益锋，和穹投资：舒亮，聚鸣投资：郭宣宏 | | | （以上排名不分先后） | | 时间 | 2025年6月13日13:30-17:00 | | 地点 | 江苏省淮安市长江东路555号（纽泰格集团5工厂） | | 上市公司接待人 | 董事长戈浩勇，副总裁俞凌涯、张庆、袁斌，财务总监沈杰， | | 员姓名 | 董事会秘书杨军，证券事务代表汤传建等。 | | 投资者关系活动 | 本次投资者关系 ...

Core Viewpoint - The company plans to invest 1 billion yuan to establish an automotive lightweight component production base in Jinhua, aiming to enhance its production and supply capabilities in the Yangtze River Delta region [1] Group 1: Project Details - The total investment for the project is set at 1 billion yuan [1] - A wholly-owned subsidiary, Zhejiang Bojun Technology Co., Ltd., will be established to manage the investment, construction, and operation of the project [1] - The registered capital of the new company will be 30 million yuan, focusing on the research, manufacturing, and sales of automotive components [1] Group 2: Project Timeline and Objectives - The construction period for the project is expected to be within 30 months from the date of land transfer until completion acceptance [1] - The project aims to accelerate the lightweight and modular development of automotive components [1] - It is intended to optimize the regional distribution of production capacity [1]

Core Viewpoint - Yingli Automotive has established a significant position in the automotive parts industry since its listing on April 15, 2021, focusing on lightweight technology for automotive components [1] Financial Performance - In 2024, the company reported operating revenue of 4.693 billion yuan, a year-on-year decrease of 11.76%, and a net profit attributable to shareholders of 48.82 million yuan, down 51.90% year-on-year [1] - Over the past five years, Yingli Automotive's financial data has shown considerable volatility, with operating revenue and net profit experiencing various fluctuations [2] - In 2021, operating revenue was 4.595 billion yuan, down 8.45% year-on-year, while net profit was 149 million yuan, down 10.05% [2] - In 2022, operating revenue increased to 5.094 billion yuan, up 10.86% year-on-year, but net profit saw a significant decline of 60.72% [2] - In 2023, the company experienced a recovery with operating revenue and net profit increasing by 4.39% and 73.89% respectively [2] - However, in 2024, both operating revenue and net profit declined again by 11.76% and 51.90% respectively [2] Market Position and Challenges - Yingli Automotive's market capitalization increased from 4.453 billion yuan at the time of listing to 5.312 billion yuan currently, representing a growth of approximately 19% [4] - The company is currently facing multiple challenges, including cost pressures and intensified market competition, while striving to adjust itself to maintain competitiveness in the industry [4]