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雪龙集团股份有限公司关于2025年半年度业绩说明会召开情况的公告
Summary of Key Points Core Viewpoint - The company held a half-year performance briefing on September 16, 2025, to discuss its financial results and future strategies with investors, highlighting significant growth in net profit and strategic initiatives in emerging markets [1][2]. Group 1: Performance Highlights - The company's net profit excluding non-recurring items increased by 47.36% year-on-year, significantly outpacing revenue growth, driven by strategic initiatives in traditional and emerging sectors [3]. - The core product, energy-saving and noise-reducing electric control silicone oil clutch fan assembly system, saw a 32% year-on-year increase in sales, surpassing industry averages, indicating strong market acceptance [3]. Group 2: Future Growth Areas - The company is focusing on the rapidly developing new energy sector, with self-developed low-voltage electric fan assembly products now capable of mass production and certified by major clients [4]. - The average value of low-voltage electric fan assemblies for new energy heavy trucks is 2-4 times higher than traditional fuel trucks, indicating significant market potential [4]. Group 3: Market Expansion and Capacity Utilization - The company has successfully established partnerships with global clients, including Caterpillar and Volvo, and is actively expanding its overseas market presence [7]. - Current production capacity utilization for electric control silicone oil clutches exceeds 100%, with ongoing construction of a new production base to alleviate capacity constraints [7].
雪龙集团积极把握市场机遇 上半年扣非净利润同比大增47.36%
Zheng Quan Ri Bao Wang· 2025-08-31 13:48
Core Viewpoint - Xuelong Group's half-year report for 2025 shows significant growth in revenue and net profit, reflecting the company's enhanced profitability and strategic focus on energy-saving and intelligent cooling systems for commercial vehicles [1][4]. Financial Performance - The company achieved operating revenue of 212 million yuan, a year-on-year increase of 9.95% [1] - Net profit attributable to shareholders reached 41.27 million yuan, up 26.00% year-on-year [1] - Net profit excluding non-recurring items was 34.03 million yuan, a substantial increase of 47.36% year-on-year [1] Business Strategy - Xuelong Group focuses on providing efficient cooling system solutions for commercial vehicles, emphasizing energy-saving, emission reduction, and intelligence [1][3] - The company has optimized its product structure and implemented cost-reduction measures to capitalize on industry recovery opportunities [1][4] Market Position - The company is a leading player in the commercial vehicle cooling system and lightweight components market, benefiting from a recovery in the domestic commercial vehicle market, particularly in the heavy truck sector [4] - Sales of the core product, energy-saving and noise-reducing electric control silicone oil clutch fan assembly, grew by 32% year-on-year, surpassing the industry average [4] Profitability Improvement - Xuelong Group has improved its gross margin and overall profitability through lean production management, optimized procurement channels, and enhanced production automation [5] - The shift towards high-margin products has contributed to the company's transition from revenue growth to high-quality profitability [5] Future Growth Initiatives - The company is actively investing in new technologies and products in line with the long-term trends of electrification and intelligence in the industry [6] - Xuelong Group has developed a low-voltage electric fan assembly that meets international standards and has received certification from major clients, targeting applications in new energy vehicles [6] Infrastructure Development - To meet growing market demand, Xuelong Group is advancing the construction of a new production base focused on innovative R&D and smart manufacturing for key components of new energy commercial vehicles [7] - The new facility aims to enhance production capacity and improve response times to orders, while also establishing a high-level R&D center to foster collaboration between industry and academia [7]
雪龙集团2025年上半年业绩亮眼 新能源布局与精益管理双轮驱动增长
Core Viewpoint - Xuelong Group reported significant growth in its operating performance for the first half of 2025, driven by the recovery of the commercial vehicle industry and accelerated transition to new energy, with key indicators such as revenue and net profit showing substantial year-on-year increases [1][2]. Financial Performance - In the first half of 2025, Xuelong Group achieved operating revenue of 212 million yuan, a year-on-year increase of 9.95% [1] - The total profit reached 46.68 million yuan, up 23.73% year-on-year [1] - The net profit attributable to shareholders was 41.28 million yuan, reflecting a 26.00% increase year-on-year [1] - The non-recurring net profit was 34.03 million yuan, showing a significant growth of 47.36% year-on-year [1] Business Operations - Xuelong Group, recognized as a national manufacturing champion and a "little giant" enterprise, has a strong competitive edge in the commercial vehicle thermal management system sector [2] - The domestic commercial vehicle market, particularly the heavy truck sector, saw a recovery with production and sales increasing by 10.07% and 6.88% respectively from January to June [2] - Sales of new energy commercial vehicles reached 360,000 units, marking a 57% year-on-year increase, with a penetration rate rising to 24% [2] - The company's main product, the energy-saving and noise-reducing electric control silicone oil clutch fan assembly system, experienced a 32% year-on-year sales growth, significantly surpassing the industry average [2] New Energy Business Development - The company is proactively advancing its new energy business, with self-developed low-voltage electric fan assembly products now capable of mass production and having received major customer certifications [3] - The value of components for new energy electric heavy trucks is 2-4 times higher than that of traditional fuel heavy trucks, indicating a substantial growth opportunity [3] - The company is also developing high-pressure high-power electric fan assembly products, which are in the design phase and undergoing testing with major manufacturers [3] - The "Key Components Innovation R&D Center for New Energy Commercial Vehicles and Smart Digital Factory Project" is progressing as planned, aimed at overcoming current capacity bottlenecks and enhancing R&D and smart manufacturing capabilities [3] Future Outlook - Xuelong Group plans to accelerate market expansion for new energy products and deepen lean management practices to maintain its leading position in the industry [4] - Market analysis suggests that with the ongoing recovery of the commercial vehicle industry and increased penetration of new energy, the company is well-positioned to further expand its market share and achieve sustained performance growth [4]
雪龙集团斥资6.8亿元打造“绿色智慧厂区” 进一步优化公司产品结构提升核心竞争力
Core Viewpoint - Xuelong Group plans to establish an innovative R&D center and smart digital factory for key components of new energy commercial vehicles in Ningbo Economic and Technological Development Zone, with an initial investment of 680 million yuan [1][9]. Group 1: Investment and Project Details - The project will cover approximately 94.71 acres and aims to enhance product structure and meet diverse customer needs [1]. - The first phase of the project will focus on the intelligent manufacturing base for thermal management systems of new energy commercial vehicles, including the development of energy-saving fan integrated systems [7][9]. - The investment decision aligns with the company's long-term development strategy and is expected to strengthen its core competitiveness in the commercial vehicle parts sector [9]. Group 2: Strategic Development and Market Position - Xuelong Group has made significant progress in strategic layout and product promotion, including the construction of a new base in Beilun and expanding its presence in the new energy sector through external investments [2]. - The company has developed a low-voltage electric fan assembly for new energy commercial vehicles, which is competitive with foreign products and is now capable of mass production [2]. - A specialized R&D team has been established to achieve technological breakthroughs in high-pressure motors and control systems for cooling fans in new energy commercial vehicles [2]. Group 3: Regional Economic Impact - The project is expected to contribute to the economic transformation and high-quality development of the Beilun District, serving as a key demonstration project for the region [5][12]. - The investment will facilitate the efficient use and sharing of regional resources, promoting the development of other industrial enterprises in the area [12].
雪龙集团优化海外市场布局 积极寻找业绩新增量
Core Viewpoint - Xuelong Group has demonstrated steady growth in its financial performance for Q1 2025, driven by strategic initiatives and market trends in the commercial vehicle sector [1][2]. Financial Performance - In Q1 2025, Xuelong Group achieved revenue of 104 million yuan, representing a year-on-year increase of 2.60% - The net profit attributable to shareholders, excluding non-recurring gains and losses, was 15.8733 million yuan, up 12.39% year-on-year [1]. Strategic Initiatives - The company is actively advancing the construction of the Beilun new base project and expanding its presence in the new energy sector through external investments [1]. - Xuelong Group has established a dedicated R&D team focused on technological breakthroughs in high-pressure motors and control systems for cooling fans used in new energy commercial vehicles [2]. Market Trends and Opportunities - The full implementation of the National VI emission standards is expected to accelerate technological upgrades in commercial vehicles, increasing demand for energy-saving components like the electric fan assembly [2]. - Each new energy electric heavy truck typically requires 4 to 9 electric fan assemblies, while electric light trucks require 2, indicating a significant market potential for Xuelong Group's products [2]. International Expansion - The company plans to enhance its overseas market research efforts and steadily advance its international strategy to identify new revenue streams [3]. - Xuelong Group aims to extend its industrial layout through external investments, seeking breakthroughs in the precise extension of its supply chain [3]. Competitive Position - Xuelong Group possesses certain technological barriers within the industry, and the ongoing development of the new energy commercial vehicle market presents substantial opportunities for market share expansion [3].
雪龙集团(603949.SH):自主设计的低压电动风扇总成产品,性能对标国外竞品
Ge Long Hui· 2025-05-14 08:26
格隆汇5月14日丨雪龙集团(603949.SH)在业绩说明会上表示,在行业政策方面:国六排放标准实施推动 商用车技术升级,公司的电控硅油离合器风扇总成作为节能减排的关键部件,需求将持续增长。在新能 源商用车发展方面:新能源商用车市场快速增长,公司的储备项目电动风扇总成,作为核心部件,市场 空间广阔,单车配套价值上升,有利于业绩增长。针对新能源商用车,公司自主设计的低压电动风扇总 成产品,性能对标国外竞品,目前已具备批量生产能力。低压电动风扇总成应用于新能源纯电动重卡、 新能源纯电动轻卡、新能源纯电动工程机械等领域。以新能源电动重卡为例,平均每辆车配套4个至9个 电动风扇总成,是燃油重卡配套电控硅油离合器风扇总成的单车配套价值的2-4倍;新能源纯电动轻卡 平均每辆车配套2个电动风扇总成,是传统燃油轻卡配套硅油离合器风扇总成的单车配套价值的2-4倍。 同时,公司组建专项研发团队对新能源商用车冷却风扇用高压电机及其控制系统设计、制造等方面进行 技术突破,产品市场应用前景广阔。在市场开拓方面:公司将加大海外市场调研力度,稳步推进国际化 战略,积极寻找业绩新增量。在经营管理方面:公司将聚焦产品质量、效率提升、节能降耗等 ...