内容概要：近年来，我国新能源汽车行业已完成从政策驱动到市场驱动的转型跨越，消费端对纯电、插 混两大技术路线车型的接受度持续攀升，整车产销规模的稳步扩容，直接拉动高压部件配套需求放量增 长，与此同时，早期投放市场的新能源汽车逐步进入存量更换周期，高压部件后市场需求加速释放，成 为行业发展的全新增长极，据统计，2025年我国新能源汽车高压部件行业市场规模达3116.63亿元，同 比增长26.5%，在全球新能源汽车高压部件市场中的占比高达49.32%，持续领跑全球市场发展。 相关上市企业：欣锐科技（300745）、瑞可达（688800）、汇川技术（300124）、富特科技 （301607）、永贵电器（300351）、沪光股份（605333）、得润电子（002055）、中航光电 （002179）、立讯精密（002475）、大洋电机（002249）、奥特佳（002239）、东方电热（300217） 相关企业：深圳艾为电气技术股份有限公司、比亚迪半导体股份有限公司、武汉嘉晨电子技术股份有限 公司、弗迪动力有限公司、浙江高泰昊能科技有限公司、西安智德汽车电子控制系统有限公司、上海奉 天电子股份有限公司、 法雷奥汽车空调湖北 ...

Core Viewpoint - Shenzhen Xinrui Technology Co., Ltd. reported a revenue of 1.06 billion yuan for the first half of 2025, representing a year-on-year growth of 23.76% due to enhanced market competitiveness and increased product sales [2] Group 1: Financial Performance - The company achieved a revenue of 1.06 billion yuan in the first half of 2025, marking a 23.76% increase compared to the same period last year [2] - Revenue from integrated vehicle power supply products grew by 30.75% year-on-year, driven by the overall positive trend in the electric vehicle industry [3] Group 2: Research and Development - Xinrui Technology increased its R&D expenditure significantly, establishing a technological advantage through long-term investment in research [2] - The company launched the 9th generation vehicle power supply platform "Ruihu" in July 2025, showcasing innovations in device design, topology, power components, platform configuration, and compatibility [2] Group 3: Product Offerings - Core products in the electric vehicle sector include on-board chargers (OBC), DC/DC converters, and multi-in-one high-voltage power control systems, with clients such as BYD, Geely, and Mercedes-Benz [2] - In the high-end equipment manufacturing sector, key products include high-power DC charging pile modules, energy storage inverters, and ground DC supercharging systems, applicable across various industries [3] Group 4: Market Potential - The global push for green transportation and sustainable development is driving the growth of the electric vehicle industry, with charging stations as essential infrastructure [3] - Xinrui Technology is positioned as a significant player in the charging pile industry, with its high-end equipment manufacturing segment expected to become a new growth driver for the company [3]