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深耕电连接领域三十余载 壹连科技:构建新能源产业“能量桥梁”
Zhong Guo Zheng Quan Bao· 2025-12-10 22:31
回顾创业历程,壹连科技的发展壮大,与国内制造业的发展变革高度契合。田王星介绍,壹连科技在 1991年从家电线束业务起步,最早为国产电视品牌配套供应线束产品。2000年起公司开始切入汽车赛 道,其汽车线束产品逐步打入各大汽车品牌。2013年,公司与宁德时代建立合作关系,为此后十余年的 爆发式增长奠定了基础。 "技术研发与规模化制造是基石,可以确保产品高可靠、低成本。而与头部客户的深度绑定则为我们提 供了技术迭代的方向、需求的超前洞察和稳定的订单来源。全产业链布局则为公司提升了供应链安全和 成本控制力。"田王星认为,壹连科技竞争力的护城河来源于技术与生态的"共生效应"。这种效应使得 壹连科技的创新始终紧贴市场前沿脉搏,并能与行业巨头客户共同参与构建行业标准,从而形成一种难 以复制的动态竞争优势。 如今,这种"共生效应"在新能源汽车行业面临巨大降本增效压力时尤为凸显。对此,田王星坚定地提出 了"三不"原则:不降低品质、不拖延交期、不推诿责任。他解释称,公司的降本增效是通过技术、管理 和生态布局的系统性优化,旨在"挤干水分",构建起综合成本优势与差异化竞争力,而非牺牲质量的红 海竞争。 对于电连接这一细分赛道的未来, ...
壹连科技:构建新能源产业“能量桥梁”
Zhong Guo Zheng Quan Bao· 2025-12-10 20:17
近日,壹连科技自主研发生产的CCS(电芯连接组件)全球累计出货量突破一亿片大关,这一里程碑式 的成就,不仅印证了市场的广泛认可,更彰显了其深厚的技术底蕴与制造实力。 在这条细分赛道上,壹连科技历经三十余年的深耕与沉淀,已悄然成长为全球领先的全场景电连接解决 方案提供商。日前,中国证券报记者专访了壹连科技董事长田王星,探寻这家"隐形冠军"企业的成长密 码与未来航向。 ● 本报记者 齐金钊 构建穿越周期的竞争力 "做实业要像种树,得扎深根。"采访伊始,田王星便用这样一个质朴的比喻道出了壹连科技的经营哲 学。他表示,自1991年成立以来,公司始终专注于电连接领域,这三十多年的制造经验,并非简单的时 间叠加,而是将无数的工艺参数、质量数据与行业洞察,沉淀转化为企业的核心资产。 回顾创业历程,壹连科技的发展壮大,与国内制造业的发展变革高度契合。田王星介绍,壹连科技在 1991年从家电线束业务起步,最早为国产电视品牌配套供应线束产品。2000年起公司开始切入汽车赛 道,其汽车线束产品逐步打入各大汽车品牌。2013年,公司与宁德时代建立合作关系,为此后十余年的 爆发式增长奠定了基础。 "技术研发与规模化制造是基石,可以确保 ...
西典新能(603312):技术优势显著,储能业务贡献有望进一步加大
CMS· 2025-09-30 01:39
Investment Rating - The report gives an "Accumulate" rating for the company [3]. Core Views - The company has significant technological advantages and is expected to increase its contribution from the energy storage business. The management team has a strong technical background and emphasizes R&D investment, leading to high operational efficiency. The introduction of a new generation of products in 2024 is anticipated to enhance cost-effectiveness and automation, facilitating broader market adoption [1][7][30]. Summary by Sections Company Overview - The company, Suzhou Xidian New Energy Electric Co., Ltd., was established in 2007 and focuses on research, development, and application of electrical connection technology. It has expanded into various sectors, including industrial frequency conversion and new energy generation, with a strong presence in the electric vehicle market [12]. Financial Data and Valuation - The company is projected to achieve total revenue of 3,286 million yuan in 2025, reflecting a year-on-year growth of 52%. The net profit attributable to shareholders is expected to reach 339 million yuan in 2025, with a corresponding PE ratio of 24.2 [2][8]. Technological Advantages and Customer Resources - The management team prioritizes R&D, with a high-quality team and significant investment in technology. The company has developed key production equipment in-house, enhancing its competitive edge. The introduction of the new film technology is expected to reduce costs and improve reliability, positioning the company favorably in the market [30][36]. Market Potential - The demand for large-scale energy storage in overseas markets, particularly in regions like California and Texas, is expected to grow significantly. Legislative support in the U.S. and EU for energy storage solutions further enhances the market potential for the company [7][30]. Profit Forecast - The company is expected to achieve a net profit of 3.39 billion yuan in 2025 and 4.22 billion yuan in 2026, with a PE ratio of 19x for 2026. The report emphasizes the company's strong growth trajectory and profitability outlook [8][30].