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赶一场新能源汽车零部件“大集”
Xin Hua She· 2025-09-20 07:43
新华社武汉9月20日电(记者宋立崑)汽车电池、车机芯片、操控系统……5万余平方米的展区里,汇聚 了国内外312家新能源汽车相关领域企业,参展企业将自家"拳头产品"摆上展台,让正在湖北十堰举行 的2025新能源汽车零部件交易会,成为一场高科技商业"大集"。 在武汉理工通宇新源动力有限公司的展台,记者了解到,他们这次不仅是来洽谈合作、寻找商机,也同 步开展着产业调研,将大家反映的问题带回实验室。 东风商用车有限公司展示的新品发动机与变速箱。新华社发(石欢 摄) 东风商用车有限公司展出的一款智能控制器引人关注。"新能源商用车对续航要求高,但如果持续加大 电池包,就会挤压载货空间,也容易使整车超重。"公司工程师王博宇介绍,他们的研发思路是用智能 化控制推动节能,使用最新一代的碳化硅芯片以提升整车能源利用率,经测试可节能5%。 与会专家表示,中国新能源汽车产业已从政策驱动转向市场驱动、创新驱动。近年来,动力电池单体成 本降低30%、寿命提高40%,充电速率提升3倍多。这样的成绩,离不开新能源基础设施的研发。 湖北万润新能源科技股份有限公司深耕新能源储能领域多年。这次,他们将一款800千瓦全液冷分体式 直流充电桩的新品发 ...
艾为电气:自主创新驱动技术迭代,打造新能源汽车控制器“硬核”实力
Cai Fu Zai Xian· 2025-09-19 04:45
Core Insights - The rapid development of domestic electric vehicles has led to increased attention on the related industrial chain, particularly companies like Shenzhen Aiwei Electric Technology Co., Ltd. (Aiwei Electric), which specializes in digital control and power electronics products for electric vehicles [1] - Aiwei Electric's main product, the thermal management high-voltage controller, is a new component for electric vehicles compared to traditional fuel vehicles, impacting vehicle safety, range, and intelligence [1] - The company has established a technology research and development system centered around a technology platform, focusing on iterative upgrades, customized development, and new product development, ensuring industry leadership in technological advancement and product innovation [1] Technology Platform - Aiwei Electric has developed a "mature, unified, efficient, stable, reliable, and intelligent" software and hardware platform through continuous iteration and development [2] - The intelligent control algorithm software platform can accommodate diverse product needs, enhancing software development efficiency, while the power electronics hardware platform utilizes standardized circuit topology and advanced simulation platforms to improve development efficiency and cost control [2] Core Technologies - The company has accumulated over 17 core technologies in software algorithms, semiconductor applications, and product engineering design, focusing on high reliability, energy efficiency, precision, high voltage, low noise, and low cost [4] - Innovations such as the motor intelligent control algorithm and a low-resource operating system have optimized product performance and reduced costs, allowing for significant simplification of product architecture [4] - Aiwei Electric has gained recognition from leading Tier 1 customers and has become the largest third-party supplier of thermal management high-voltage controllers for electric vehicles in China, establishing strong market competitiveness and brand recognition [4]
汇川技术朱兴明4年赠送女儿超14亿元股权
Guan Cha Zhe Wang· 2025-09-18 12:33
在旗下拆分公司即将上市之际,"岳阳首富"朱兴明对女儿朱瀚玥再度赠与大额股份。 值得注意的是,这个"岳阳首富"之家近期好消息不断。除了完成对女儿的股权赠与,汇川技术旗下拆分 的联合动力已经通过深交所上市审核委员审议通过,并且获得中国证监会注册许可,即将在深交所登陆 上市,朱氏父女即将拥有两家上市公司。 由于朱瀚玥的公开信息较少,汇生国际资本总裁黄立冲认为,此次赠与行为除了有朱兴明对女儿的爱之 外,更可能是一揽子家庭产权再配置而非单点事件。 汇川技术近期公告显示,公司实际控制人朱兴明已将其持有的960.21万股股权无偿赠与女儿朱瀚玥。按 照公告中公布的80.14元/股转让价,这笔股权赠与价值接近7.7亿元。 随着此次股权赠与完成,朱兴明与女儿朱瀚玥4年前签署的《赠与协议》落下帷幕。4年时间,朱兴明共 计赠与朱瀚玥2060.2113万股,占汇川技术公司总股本的0.76%,以及公司第一大股东"汇川投 资"21.7029%股权的全部财产权益。 在此次赠与之前,上一次通过大宗交易方式进行的赠与,发生在2024年12月9日至12日间。当时朱兴明 以62.06元/股的内部转让价,转让给朱瀚玥1100万股。 这意味着,4年时间 ...
价值超14.5亿元!前岳阳首富又送女儿股份了
Sou Hu Cai Jing· 2025-09-18 07:55
公告称,朱兴明与钟进因感情破裂,已办理离婚手续。根据协议约定,朱兴明分割其直接持有的 7030.03万股汇川技术股票给钟进。 如按照双方办理离婚手续当日(即2021年7月8日)的收盘价76.67元/股来计算的话,朱兴明当时过户给 钟进的股票约53.9亿元。 朱兴明在2024年12月9日至2024年12月12日以大宗交易方式向朱瀚玥转让公司股份1100万股,内部转让 均价62.06元/股,这部分股份价值约6.8266亿元。今年9月,赠与协议中约定的剩余960.21万股汇川技术 股票完成内部转让工作。 昔日"岳阳首富"朱兴明总计将约14.5266亿元的股份赠与了女儿朱瀚玥。 根据公告显示,2025年9月8日至15日,公司的实际控制人朱兴明通过大宗交易方式内部转让960.21万股 公司股份给其女儿朱瀚玥。按照公司披露的内部转让均价来计算,此次转让的股份价值约7.7亿元。 本次转让完成后,父女2021年所签署《赠与协议》项下的朱兴明相关义务已履行完毕。而赠与完成后, 朱兴明持有公司股票3499万股(占公司总股本的1.3%),持有深圳市汇川投资有限公司21.70%股权; 朱瀚玥持有公司股票2060.21万股(占公司总股 ...
艾为电气涉虚假审计报告
Nan Fang Du Shi Bao· 2025-09-16 23:15
日前,财政部公布一系列"罚单",其中显示,深圳市巨源立德会计师事务所(普通合伙)(简称"巨源立 德")在执业过程中存在未实施必要的审计程序、编造事由出具虚假审计报告等情况,涉及企业为目前正 在冲刺深交所创业板IPO的深圳艾为电气技术有限公司(简称"艾为电气")。 制图:陈欣(豆包AI) 根据公开资料,艾为电气创立于2017年,主要产品为热管理高压控制器等新能源汽车高压核心部件,主 要客户包括吉利、理想、奇瑞、广汽、长安、比亚迪等新能源汽车头部厂商。今年6月,艾为电气向深 交所创业板递交了招股书,正式开始冲刺IPO。 南都记者注意到,这家在新能源汽车的风口中快速成长的企业,除了此次财政部披露的财务数据等问题 外,其实控人曾存在代持问题,并因此引发仲裁诉讼,代持人还曾拒绝就代持问题接受中介机构访谈。 其股权沿革的混乱,引起外界担忧。 财政部检查发现 艾为电气涉虚构多项财务数据 据财政部处罚决定书披露,财政部组织检查组于2023年对巨源立德执业质量等情况开展了检查。 检查发现,艾为电气2022年虚减货币资金1375.96万元,虚减比例为89%;虚减应收账款2024.70万元, 虚减比例为25%;虚减存货3626.7 ...
精进电动9月15日获融资买入1889.57万元,融资余额1.55亿元
Xin Lang Cai Jing· 2025-09-16 01:32
融资方面,精进电动当日融资买入1889.57万元。当前融资余额1.55亿元,占流通市值的3.35%,融资余 额超过近一年80%分位水平,处于高位。 9月15日,精进电动涨0.34%,成交额2.07亿元。两融数据显示,当日精进电动获融资买入额1889.57万 元,融资偿还1476.89万元,融资净买入412.68万元。截至9月15日,精进电动融资融券余额合计1.55亿 元。 资料显示,精进电动科技股份有限公司位于北京市朝阳区博大路20号院金辉时八区10号楼,成立日期 2008年2月25日,上市日期2021年10月27日,公司主营业务涉及电驱动系统的研发、生产、销售及服 务。主营业务收入构成为:新能源汽车电驱动系统94.75%,技术开发及服务4.58%,出售废料等 0.68%。 截至6月30日,精进电动股东户数1.79万,较上期增加39.47%;人均流通股28999股,较上期减少 18.80%。2025年1月-6月,精进电动实现营业收入10.22亿元,同比增长76.75%;归母净利润3596.53万 元,同比增长112.62%。 责任编辑:小浪快报 融券方面,精进电动9月15日融券偿还0.00股,融券卖出0.00 ...
处罚书披露!艾为电气涉虚假审计报告,IPO之路再添变数?
Nan Fang Du Shi Bao· 2025-09-15 12:15
Core Viewpoint - The Ministry of Finance has issued penalties against Shenzhen Juyuan Lide Accounting Firm for failing to implement necessary audit procedures and for fabricating reasons to issue false audit reports related to Shenzhen Aiwei Electric Technology Co., Ltd, which is currently pursuing an IPO on the Shenzhen Stock Exchange's Growth Enterprise Market [2][5]. Group 1: Audit Issues - Shenzhen Aiwei Electric's 2022 financial statements showed significant discrepancies, including a fictitious reduction of cash funds by 13.76 million yuan (89% reduction), accounts receivable by 20.25 million yuan (25% reduction), and inventory by 36.27 million yuan (55% reduction) [3][5]. - The audit firm failed to implement necessary audit procedures and did not obtain sufficient appropriate audit evidence, leading to inappropriate audit opinions [3][5]. - The Ministry of Finance has decided to suspend the auditing business of Juyuan Lide for six months due to these violations [5]. Group 2: Company Background - Aiwei Electric, founded in 2017, specializes in high-voltage core components for new energy vehicles, with major clients including Geely, Li Auto, Chery, GAC, Changan, and BYD [2][4]. - The company submitted its prospectus for an IPO in June 2023, aiming to capitalize on the growing new energy vehicle market [2][4]. Group 3: Financial Performance - Aiwei Electric reported revenue growth from 215 million yuan in 2022 to 341 million yuan in 2023, representing a year-on-year increase of 58.21% [7]. - The net profit for the same period increased from 57 million yuan to 86 million yuan, a growth of 50.63% [7]. - The company's core product, the thermal management high-voltage controller, accounted for over 99% of total revenue from 2022 to 2024 [7]. Group 4: Shareholding and Legal Issues - There have been concerns regarding the company's shareholding structure, including issues of shareholding representation and arbitration lawsuits related to shareholding disputes [4][9]. - The complex shareholding history, including over three years of shareholding representation, raises uncertainties about the company's compliance for the IPO [12].
调研速递|重庆新铝时代接受国泰海通等7家机构调研,透露盈利与收购要点
Xin Lang Cai Jing· 2025-09-15 11:03
Core Viewpoint - Chongqing New Aluminum Era Technology Co., Ltd. has disclosed significant information regarding its half-year performance, cost control strategies, third-quarter order expectations, and the progress of the acquisition of Honglian Electronics during a specific institutional research meeting held on September 15, 2025 [1] Group 1: Financial Performance - In the first half of 2025, the company reported revenue of 1.544 billion yuan, representing a year-on-year increase of 68.82% [1] - The net profit attributable to shareholders was 140 million yuan, reflecting a year-on-year growth of 37.33% [1] - The company has secured long-term supply agreements with major clients such as CATL, Zhongxin Hang, Yutong, and Xugong New Energy, with stable mass production orders from key customers like BYD, CATL, and Geely [1] Group 2: Cost Control Strategies - The management is optimizing the organizational structure to reduce costs and improve efficiency [1] - Production management is leveraging automation and machine replacement to lower labor and manufacturing costs while enhancing technical standards for cost reduction [1] - The new generation automated production line for new energy battery boxes, funded by the company's investment projects, showcases its technical strength and supports future development [1] Group 3: Order Expectations and Acquisition Progress - The company is currently experiencing stable and orderly production operations, with sales data to be disclosed in the upcoming periodic report [1] - The acquisition of Honglian Electronics has been accepted by the Shenzhen Stock Exchange, but it still requires approval from the China Securities Regulatory Commission, introducing uncertainty regarding the final approval timeline [1] - The acquisition is a key strategic move for the company, as Honglian Electronics specializes in precision components, which will enhance the company's product offerings and market reach, leveraging synergies in raw materials, technology, and sales channels [1]
IPO要闻汇 | 本周5只新股申购,元创股份等3家企业将上会
Cai Jing Wang· 2025-09-15 10:43
IPO Review and Registration Progress - Two companies, Weite Environment and Yatu High-tech, successfully passed the IPO review and plan to list on the Beijing Stock Exchange [2] - Weite Environment focuses on water resource pipeline leakage control technology consulting and construction, with projected revenues of 303 million yuan, 293 million yuan, and 329 million yuan from 2022 to 2024 [2] - Yatu High-tech specializes in high-performance industrial coatings, with revenues expected to grow from 557 million yuan in 2022 to 742 million yuan in 2024 [3] - Three companies, Yuanchuang Co., New Guangyi, and Youxun Co., are scheduled for IPO review this week [4] - Yuanchuang Co. has experienced revenue fluctuations, with 2023 revenue at 1.141 billion yuan, down 9.45% year-on-year [4] - New Guangyi's revenue is projected to increase from 455 million yuan in 2022 to 657 million yuan in 2024, with a high customer concentration [5][6] - Youxun Co. focuses on optical communication chips, with 2025 revenue expected to be 238 million yuan [6] New Stock Listings and Subscription Dynamics - Two new stocks were listed last week, with Sanxie Electric's share price increasing by 785.62% on its debut [9] - Sanxie Electric specializes in control motors, reporting a revenue of 256 million yuan for the first half of 2025 [9] - Aifenda, which focuses on electric towel racks, saw its share price rise by 170.03% on its first day of trading, with a revenue of 505 million yuan for the first half of 2025 [10] - This week, five new stocks are scheduled for subscription, including Jinhua New Materials with an issue price of 18.15 yuan per share [11] - Jinhua New Materials specializes in ketoxime fine chemicals, with a revenue of 571 million yuan in the first half of 2025 [12] - Yunhan Chip City, focusing on electronic components distribution, reported a revenue of 1.44 billion yuan in the first half of 2025 [12]
联合动力今日申购 顶格申购需配市值40万元
| 项目 | 投资金额(万 | | --- | --- | | | 元) | | 新能源汽车核心零部件生产建设项目 | 261187.51 | | 新能源汽车核心零部件生产建设项目-常州武进区新能源汽车核心零部件生产基地项 目(二期) | 152237.67 | | 研发中心建设及平台类研发项目 | 132294.88 | | 研发中心建设及平台类研发项目-研发中心及相关配套设施建设 | 119329.40 | | 新能源汽车核心零部件生产建设项目-苏州吴中区新能源汽车核心零部件生产基地项 | 108949.84 | | 目(一期) | | | 补充营运资金 | 80000.00 | | 数字化系统建设项目 | 12228.20 | | 研发中心建设及平台类研发项目-新一代乘用车多合一驱动总成产品研发 | 9238.00 | | 研发中心建设及平台类研发项目-新一代商用车多合一动力总成产品研发 | 3727.48 | 公司主要产品涵盖新能源汽车电驱系统(电控、电机、三合一/多合一驱动总成)和电源系统(车载充电 机、DC/DC转换器、二合一/三合一电源总成),并实现了减速器、高压配电单元、定子组件、转子组 件、 ...