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新铝时代(301613) - 投资者关系活动记录表20251212
2025-12-12 09:34
Company Overview - Chongqing New Aluminum Era Technology Co., Ltd. was established in December 2015 with a registered capital of 14,384.1247 million yuan. The company was listed on the Shenzhen Stock Exchange's Growth Enterprise Market in October 2024, with the stock code 301613 [2]. - The company specializes in the R&D, production, and sales of aluminum alloy components for new energy vehicle battery systems, with a complete business system covering material R&D, product design, advanced production processes, and large-scale production [2]. Product and Patent Information - The main product is the battery box, a critical component of new energy vehicle power battery systems, along with other parts like cell shells and precision structural components. As of June 30, 2025, the company holds 155 patents, including 23 invention patents [2][3]. Customer Base and Market Strategy - The company has established long-term stable partnerships with major clients such as BYD, CATL, and others, significantly improving its customer concentration risk. As of 2025, new customer orders have rapidly increased, alleviating dependency on major clients [4]. - The company has signed long-term agreements with several enterprises, ensuring a stable order volume from major clients like BYD and CATL [4]. Cost Management and Market Conditions - The company is focused on managing costs amid fluctuations in aluminum prices, planning to optimize the supply chain and enhance production efficiency to maintain profit margins [5]. - Recent revenue growth has been attributed to the widespread adoption of new energy vehicles and partnerships with leading automakers, although profit growth has lagged behind revenue growth since Q3 2025 [6]. Pricing and Product Development - The company employs a cost-plus pricing model, with a focus on customized products that do not have standard market prices due to varying customer requirements [7]. - Continuous investment in R&D and the development of new products and processes is planned to adapt to market changes and enhance competitiveness [6]. Acquisition Plans - The company is in the process of acquiring Honglian Electronics, aiming to leverage operational management experience and achieve synergies in technology, materials, and sales channels to enhance business scale and performance [8].
固德电材IPO回复落实函:业绩增速下滑系短期因素导致,在手订单2.8亿
Sou Hu Cai Jing· 2025-12-12 08:20
瑞财经 王敏 12月12日,据深交所官网,固德电材系统(苏州)股份有限公司(以下简称"固德电材")及中介机构东吴证券披露关 于审核中心意见落实函的回复,涉及业绩增长可持续性。 招股书显示,固德电材成立于2008年,专注于新能源汽车动力电池热失控防护零部件及电力电工绝缘产品的研发、生产和销售,为 客户提供定制化的热失控防护解决方案和电力电工高性能绝缘解决方案。 申请文件及前次问询回复显示,固德电材主营业务为新能源汽车动力电池热失控防护零部件及电力电工绝缘产品的研发、生产和销 售。报告期内固德电材客户车型销量存在波动。2024年固德电材业绩增长较快,2025年固德电材业绩继续增长但增速下降。 | | 2025年1-9月 | | 2025 年 1-6月 | | 2024 年度 | man alles 8 1 Ju | | --- | --- | --- | --- | --- | --- | --- | | 项目 | 金额 | 同比增速 | 金额 | 同比增速 | 金额 | 同比增速 | | 营业收入 | 75,012.83 | 18.81% | 45,761.61 | 23.85% | 90,791.86 | 3 ...
深圳市菲菱科思通信技术股份有限公司 关于转让子公司部分股权相关事项进展暨完成工商变更登记备案的公告
Zhong Guo Zheng Quan Bao - Zhong Zheng Wang· 2025-12-12 03:31
Core Points - Shenzhen Feiling Kesi Communication Technology Co., Ltd. has approved the transfer of 15% equity in its subsidiary, Shenzhen Feiling Guoyi Electronic Technology Co., Ltd. to Anhui Guoyi New Energy Technology Co., Ltd. for a nominal price of RMB 0 [2][3] - Following the transaction, the company's ownership in Feiling Guoyi will decrease from 55% to 40%, and Feiling Guoyi will no longer be included in the company's consolidated financial statements [3] Summary of Key Information - The board of directors held a meeting on October 28, 2025, to discuss the equity transfer agreement, adjusting the total investment in Feiling Guoyi from RMB 8 million to RMB 5.5 million [2] - The equity transfer agreement was finalized, and the necessary business registration and filing procedures have been completed, with a new business license issued by the Shenzhen Market Supervision Administration [4] - The business scope of Feiling Guoyi includes manufacturing and sales of automotive parts, research and development of automotive components, and electronic component manufacturing [4]
深圳市菲菱科思通信技术股份有限公司关于转让子公司部分股权相关事项进展暨完成工商变更登记备案的公告
Shang Hai Zheng Quan Bao· 2025-12-11 19:32
Core Viewpoint - Shenzhen Fling Technology Co., Ltd. has completed the transfer of 15% equity in its subsidiary, Fling Guoyi, to Anhui Guoyi New Energy Technology Co., Ltd. for a nominal price of 0 RMB, resulting in a reduction of its ownership from 55% to 40% [2][3]. Group 1: Transaction Details - The board of directors approved the transfer of equity to optimize resource allocation and business layout [2]. - The total investment amount in Fling Guoyi was adjusted from 8 million RMB to 5.5 million RMB [2]. - The equity transfer agreement was signed, and the company will no longer consolidate Fling Guoyi in its financial statements post-transaction [3]. Group 2: Company Information - Fling Guoyi has completed the necessary business registration changes and received a new business license from the Shenzhen Market Supervision Administration [4]. - The company is classified as a limited liability company, established on March 9, 2023, with a registered address in Shenzhen [4]. - The business scope includes manufacturing and sales of automotive parts, electronic components, and information consulting services [4].
押上整个美国,让中国倒退25年?中国一组数据却让特朗普认清现实
Sou Hu Cai Jing· 2025-12-11 14:54
12月8日海关总署的数据一公布,整个舆论圈都炸了——2025年前11个月中国货物贸易顺差首次冲破1万亿美元大关。 单看11月当月,进出口增速还飙到了4.1%,比10月快了4个百分点,已经连续10个月保持增长了。 最关键的变化藏在贸易伙伴里。 更让人意外的是,这份成绩单是在中国对美出口大幅下滑的背景下实现的。 这时候再看特朗普二进宫后喊出的"让中国倒退25年"的豪言,再看他押上美国制造业和就业的一系列操作,就显得格外耐人寻味了。 先把数据摆清楚,这可是海关总署实打实的官方信息。 2025年前11个月,中国进出口总值41.21万亿元,同比增长3.6%,其中出口24.46万亿元,增长6.2%,进口16.75万亿元,增长0.2%。 过去美国一直是中国最大的顺差来源国,2022年巅峰时一年顺差就有4040亿美元。 但2025年前10个月,中国对美顺差降到了2334亿美元,退到了第二位,被中国香港地区的2432亿美元顺差超过。 更直观的是市场占比,特朗普第一任期时中国商品占美国进口总额21%,现在只剩9%,倒退回了中国刚加入世贸时的水平。 美国联邦数据显示,从去年年底到现在,美国制造业已经流失了5.4万个工作岗位,制造商 ...
Amendment to battery cell supply agreement
Globenewswire· 2025-12-10 06:00
Core Insights - Hexagon Purus Systems USA LLC has amended its supply agreement with its battery cell supplier, removing a pre-payment obligation of USD 12.9 million while ensuring continued supply of battery cells [2] Group 1: Agreement Details - The second amendment to the supply agreement eliminates the previously outstanding pre-payment obligation of USD 12.9 million [2] - The amended agreement ensures the continued supply of battery cells to Hexagon Purus [2] - Any Inflation Reduction Act (IRA) incentives or credits from the supplier's production of battery cells will accrue to the supplier [2] Group 2: Company Overview - Hexagon Purus is a leading provider of hydrogen Type 4 high-pressure cylinders, battery systems, and vehicle integration solutions for fuel cell electric and battery electric vehicles [3] - The company's products are utilized in various applications, including light, medium, and heavy-duty vehicles, buses, ground storage, distribution, refueling, maritime, rail, and aerospace [3]
英威腾:公司新能源动力业务的车载充电电源产品有部分高压快充
Zheng Quan Ri Bao· 2025-12-09 09:41
Group 1 - The core viewpoint of the article highlights that the company, Invt, is actively developing its new energy power business, particularly in the area of vehicle charging power products, which currently contribute a low proportion to the company's main business revenue [2] - The company has introduced high-voltage fast charging products in its vehicle charging power segment and is in the market verification phase for its liquid cooling products, with ongoing testing by large clients [2] - The company notes that its order book is continuously changing, and specific financial information will be available in its periodic reports [2]
东莞比亚迪年产值突破百亿元
Zheng Quan Shi Bao Wang· 2025-12-09 05:57
人民财讯12月9日电,据东莞发布消息,2025年12月,东莞比亚迪(002594)新能源汽车关键零部件项 目(简称"东莞比亚迪")年产值突破百亿元,成为全市第19家产值超百亿的龙头企业。 ...
英诺赛科再涨超5% 采用650V氮化镓的新一代6.6kW OBC系统在长安汽车顺利装车
Zhi Tong Cai Jing· 2025-12-09 01:50
Core Viewpoint - InnoTek (02577) has seen a significant stock increase of over 5%, currently trading at 88.7 HKD, with a transaction volume of 167 million HKD, following the announcement of a successful installation of a new generation 6.6kW OBC system utilizing 650V GaN technology in Changan Automobile [1] Group 1: Company Developments - InnoTek announced the successful installation of its 6.6kW OBC system in Changan Automobile, marking a significant milestone in the application of GaN technology in automotive power systems [1] - The new OBC system achieves industry-leading charging efficiency and power density, setting a new benchmark for onboard power supply technology [1] - InnoTek plans to closely collaborate with Suzhou Huichuan United Power (301656) to drive advancements in the electric vehicle industry towards greater efficiency and sustainability [1] Group 2: Industry Impact - The integration of the new 6.6kW GaN onboard charger with the onboard DC-DC converter represents a breakthrough in electric vehicle power systems, significantly enhancing charging efficiency and power density [1] - The successful deployment of the GaN OBC system in Changan Automobile signifies a pivotal advancement in the application of GaN technology within the electric vehicle sector [1]
新铝时代:目前未开展充电桩相关技术及产品的研发
Mei Ri Jing Ji Xin Wen· 2025-12-08 06:22
新铝时代(301613.SZ)12月8日在投资者互动平台表示,公司目前未开展充电桩相关技术及产品的研 发。公司主要从事新能源汽车电池系统铝合金零部件的研发、生产和销售,拥有铝合金材料研发、产品 设计、先进生产工艺以及规模化生产的完整业务体系。公司主要产品为电池盒箱体,并已在储能电池领 域具备相应的技术储备和产品研发布局。 (文章来源:每日经济新闻) 每经AI快讯,有投资者在投资者互动平台提问:贵司有充电桩相关技术设备的产品开发吗? ...