国力电子公告，预计公司2025年第三季度实现归属于母公司所有者的净利润为1920万元到2100万元，同 比增加64.72%到80.17%。报告期内，新能源汽车行业持续景气，下游市场需求旺盛，带动公司产品订 单大幅增加；公司核心产品收入显著增长，公司控制盒、继电器等重点产品销售收入同比快速提升，盈 利水平进一步增强。 (本文来自第一财经) ...

人民财讯10月9日电，国力电子(688103)10月9日公告，预计公司2025年第三季度实现归属于母公司所有 者的净利润为1920万元到2100万元，同比增加64.72%到80.17%。报告期内，新能源汽车行业持续景 气，下游市场需求旺盛，带动公司产品订单大幅增加；公司核心产品收入显著增长，公司控制盒、继电 器等重点产品销售收入同比快速提升，盈利水平进一步增强。 转自：证券时报 ...

电池盒箱体是指一种用于容纳电池组的外壳或容器结构，又称 "电池托盘"、"电池包下壳体"等。它的设计主要考虑了保护电池组、提供支撑和连接、散 热以及方便安装与维护等功能。电池盒箱体通常用于包裹电池，以确保电池组的安全运行，并提供适当的环境和结构支持。新能源汽车电池包下箱体主 流生产工艺有钢冲压、高强钢辊压、钢铝混合、铝合金挤压和铝合金压铸等方案。 辊压电池箱体是一种通过连续辊压成型工艺制造的金属壳体结构，专为新能源汽车动力电池系统设计。其采用高强度钢材或铝合金带材，经多道辊轮渐 进式弯曲成型，形成具有特定截面形状的箱体组件，兼具轻量化、高强度和模块化集成特性，是电池包结构安全与热管理的核心载体。 辊压电池箱体行业规模及发展总体概况 十四五期间，2024年全球辊压电池箱体市场规模为212.65百万美元，根据本公司最新调研显示，2024年全球辊压电池箱体市场规模为212.65百万美元， 2020-2024这五年期间年复合增长率CAGR为64.05%。 十五五之后，预计到2031年全球规模将达到1,264.07百万美元，2025至2031期间年复合增长率为27.22%。 2024年中国占全球市场份额为57.81%，预 ...

"项目的实施对我们发展新质生产力，打造现代化产业体系具有重大意义。"诸暨市发改局局长黄一海 说，诸暨依托完善的产业链、成熟的配套供应链体系，已形成从基础元器件到核心部件的产业生态，在 区域制冷设备配套市场中占据重要地位。同时，该市敏锐捕捉到新能源汽车产业发展机遇，积极推动本 地零部件企业向新能源汽车热管理、电驱动系统等高端领域转型，为承接大型龙头项目奠定了坚实的产 业基础。 "生产层面，基地配备先进的智能制造设备与技术，能显著提升生产效率与产品品质；研发方面，基地 将提供更优越的硬件设施和协同创新平台，有助于加快新技术、新产品的研发进程。"浙江盾安人工环 境股份有限公司董事长方祥建介绍，项目达产后将形成年产3.3亿套制冷空调零部件和1亿套新能源汽车 热管理零部件的生产能力。 今年以来，诸暨市牢固树立"以项目看发展论英雄"的导向，大力实施"项目攻坚突破年""产业招商竞赛 年"活动。截至目前，全市新引进亿元以上项目65个，总投资达522亿元；推动28个项目提前开工、17个 项目提前竣工、31个项目提前投产，218个实施类重大项目开工率达81%。（记者 干婧 共享联盟·诸暨 李伯俭） 盾安环境主营业务涵盖制冷设备、 ...

Core Insights - The global market for electric compressor controllers in the new energy vehicle (NEV) sector is experiencing rapid growth, with China being the largest market, accounting for over 50% of global demand [1][3][4] - The market size for global NEV electric compressor controllers is projected to reach 6.656 billion yuan in 2024, with China's market size expected to be 4.069 billion yuan, representing approximately 61.13% of the global market [1][3] - By 2025, the global market size is anticipated to grow to about 8.48 billion yuan, while China's market size is expected to reach 4.683 billion yuan, accounting for around 55.22% of the global market [1][3] Industry Definition and Classification - NEV electric compressor controllers are critical components in the thermal management systems of electric vehicles, controlling the operation of electric compressors to regulate cabin temperature and battery thermal management [2][3] Industry Development Status - The demand for NEV electric compressor controllers in China is projected to be 12.888 million units in 2024, with 95.45% for passenger vehicles and 4.55% for commercial vehicles [4] - The production capacity of NEV electric compressor controllers in China is expected to increase significantly from 1.271 million units in 2018 to 12.542 million units in 2024 [6] Industry Chain - The upstream of the NEV electric compressor controller industry includes raw materials such as aluminum alloys, steel, copper, and power devices, with increasing domestic production quality and rates [6][7] Industry Development Environment - Related Policies - The Chinese government has implemented various policies to support the development of the NEV industry, including initiatives to promote the replacement of old vehicles and enhance product technology standards [7] Market Competition Landscape - The market for NEV electric compressor controllers is characterized by an oligopolistic structure, with leading companies like Fudi Power, Aotegia, and others holding significant market shares [8] - Fudi Power leads the market with a 27.02% share, followed by Aotegia (14.67%), Aiwei Electric (13.35%), and Rujing Technology (12.74%), collectively accounting for nearly 68% of the market [8] Industry Development Trends - The adoption of high-voltage silicon carbide (SiC) devices is increasing, enhancing efficiency and reducing energy loss in NEV electric compressor controllers [11] - The integration of smart and connected features is expected to improve data interaction and remote diagnostics capabilities [12] - Future developments will focus on higher integration and multifunctionality, reducing component count and improving reliability [13] - Electric compressor controllers will increasingly integrate with overall vehicle energy management strategies for optimized performance [14]

上市仅10个月即启动5.28亿元定增，与此同时股东密集减持套现，富特科技的资本运作引发市场质疑。 2025年7月24日，富特科技抛出"闪电定增"计划——拟向特定对象发行不超过4662.61万股股份，募资5.28亿元用于产能扩张和研发投入。值得注意的是，此次融资距离其2024年9月上市仅10 截至2025年6月30日，公司前次IPO募资3.89亿元中，新能源汽车核心零部件智能化生产制造项目的实际投资金额比募集后承诺投资金额少592.28万元，该项目尚处于建设过程中。 令人感到不解的是，富特科技在发布定增方案后不久，多名股东拟减持套现。 9月11日，富特科技公告称，股东长江蔚来计划在2025年10月13日至2026年1月12日期间，通过大宗交易或竞价交易方式减持不超过466.26万股，占总股本的3%，减持原因为自身资金需求， 长高电新于9月16日审议通过了《关于择机减持参股上市公司富特科技部分股票的议案》，公司拟以集中竞价交易和大宗交易方式择机减持公司所持有的富特科技股票3，465，000股，占富特科 这两大股东的减持计划时间高度重叠，且都在富特科技公布定增方案后不久，这种密集减持行为可能对公司股价形成较大压力。 ...

2025年上半年，富特科技实现营业收入14.74亿元，同比增长高达122.64%；实现那归母净利润仅为 6694.51万元，同比增长率远低于营收增速，仅为15.15%。2024 年公司实现营业收入19.34亿元，同比增 长5.38%；但全年公司扣非归母净利润净利润出现19.3%的下滑。 上市仅10个月即启动5.28亿元定增，与此同时股东密集减持套现，富特科技的资本运作引发市场质疑。 2025年7月24日，富特科技抛出"闪电定增"计划——拟向特定对象发行不超过4662.61万股股份，募资 5.28亿元用于产能扩张和研发投入。值得注意的是，此次融资距离其2024年9月上市仅10个月，远超"前 次融资满18个月"的常规间隔。 截至2025年6月30日，公司前次IPO募资3.89亿元中，新能源汽车核心零部件智能化生产制造项目的实际 投资金额比募集后承诺投资金额少592.28万元，该项目尚处于建设过程中。 令人感到不解的是，富特科技在发布定增方案后不久，多名股东拟减持套现。 9月11日，富特科技公告称，股东长江蔚来计划在2025年10月13日至2026年1月12日期间，通过大宗交易 或竞价交易方式减持不超过466.26 ...

在2023年下半年被延期，今年初被降低投资额度和再次延期之后，苏州万祥科技股份有限公司（下称"万祥科技"，301180.SZ)的"新建微型锂离子电池及精 密零部件生产项目"（下称"电池项目"），仍未能迎来一个完整的结局。 9月26日，万祥科技发布公告称，公司于9月25日召开董事会、监事会等会议，审议通过了《关于终止部分募集资金投资项目并将剩余募集资金永久补充流动 资金的议案》，同意终止"电池项目"，并将剩余募集资金永久补充流动资金，本事项尚需提交公司股东会审议。 公开资料显示，万祥科技创立于2003年，总部位于江苏省苏州市，注册资本4亿元人民币。在创业初期，万祥科技以模具制造业务起家，目前已转型成为消 费电子精密零组件、新能源汽车电池零部件供应商，旗下拥有重庆井上通、东莞万仕祥、常州微宙电子、常州万祥新能源等8家全资子公司。 对此，万祥科技指出，随着公司"电池项目"的实施推进，该项目募集资金投资进度已达80%，项目已基本建设完成，已投产的生产设备已具备量产能力，且 已开始产品量产和交付。现有的产能在一定时间段内已能够满足客户开发和生产需要，考虑到外部经济环境以及自身客户需求等因素，为避免设备空置，公 司决定稳 ...

Core Viewpoint - Zhongchuang Zhiling plans to invest 5 billion yuan to establish a new energy vehicle (NEV) parts industrial base and R&D center in Changzhou, aiming to accelerate the industrialization of key products such as motor systems, chassis components, and thermal management parts [1][2]. Investment Details - The total investment for the project is approximately 5 billion yuan, with a planned land area of about 270 acres. The investment will be implemented in phases based on internal and external operating conditions [2]. - The first phase of planned capacity already has order support, with multiple customer projects currently under negotiation [2]. Industry Context - The NEV industry in China is experiencing rapid growth, with production and sales reaching 9.625 million units and 9.62 million units respectively in the first eight months of the year, representing year-on-year increases of 37.3% and 36.7% [1]. - The establishment of the industrial base in Changzhou, a well-known NEV industry cluster, will help the company reduce logistics costs and enhance regional service capabilities [3]. Strategic Importance - This investment reinforces the dual business model of "coal machinery + automotive parts," enhancing the revenue share and profitability of the automotive parts segment. High-pressure motors and battery cold plates are expected to become key products alongside coal machinery [2]. - The project is seen as a strategic decision to strengthen the company's core competitiveness and scale advantages, supported by a clear construction plan and sufficient existing orders [2].

Key Points - The article highlights significant corporate announcements and developments in various companies, including investments, contracts, and stock activities [1][2][3] Investment Projects - Zhongchuang Zhiling plans to invest approximately 5 billion yuan to establish a new energy vehicle parts industrial base and R&D center [1] - Fospower Technology intends to set up a project company to invest in the construction of a polyamide-nylon film project [1] - Hongfuhang plans to establish an overseas company and build a photovoltaic energy storage power station project [1] - Nanfang Glass aims to invest in a new photovoltaic glass production line project in Egypt [1] Contracts and Acquisitions - Aerospace Engineering signed a total engineering contract (EPC) worth 2.392 billion yuan [1] - Fuda Alloy plans to acquire 52.61% of Guangda Electronics for 352 million yuan [1] - Yachuang Electronics intends to purchase 40% of Ouchuangxin and 45% of Yihainengda [1] - Century Hengtong plans to acquire 13% of Qiantong Zhili [1] Stock Buybacks and Issuances - Midea Group has spent a total of 5.224 billion yuan to repurchase 1.0193% of its A-shares [1] - Star Technology submitted an application for H-share issuance and listing on the Hong Kong Stock Exchange [2] - Wufangzhai and Jiadu Technology also submitted applications for H-share issuance and listing [3] - Hailan Home plans to issue H-shares and list on the Hong Kong Stock Exchange [3] Shareholding Changes - Several shareholders of Changxin Bochuang plan to collectively reduce their holdings by no more than 2.99% [3] - Xin Haoying of Fengyuzhu plans to reduce his holdings by no more than 3% [3] - Guo Mao, the controlling shareholder of Zaiseng Technology, intends to reduce his holdings by no more than 3% [3] Other Developments - Guanshi Technology plans to raise no more than 700 million yuan for a photomask manufacturing project [1] - Yousheng Co. received project confirmation from a well-known German automotive company [1] - Xianhe Co. plans to raise no more than 3 billion yuan for the second phase of a high-performance paper-based new material project in Sanjiangkou New Area, Guangxi [1]