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唯特偶:一站式材料解决方案商的双轮战略升级
Quan Jing Wang· 2025-07-02 06:38
近日,唯特偶(301319)(301319)发布公告称,以371万元自有资金增资取得嘉兴吉弗爱公司的65% 控股权,公司的一站式材料解决方案双轮战略升级之路又迈出关键一步。 公告显示,唯特偶以自有资金371万元认购嘉兴吉弗爱公司新增注册资本,获得其65%股权并纳入并表 范围,目前该交易已完成工商变更。唯特偶此次整合旨在布局消防新材料领域,以韩国GFI公司核心产 品全氟己酮微胶囊为战略重点。 对外,公司战略投资深圳优威高乐公司进军电子胶粘剂领域,其进一步完善了公司在可靠性材料板块的 产业链布局,为未来在可靠性材料板块深度拓展奠定了坚实基础。 而公司此次增资控股嘉兴吉弗爱公司,是继公司与优威高乐战略合作后的又一践行六五战略规划的重大 举措。 通过此次整合,一方面将实现公司"电子装联+可靠性材料"基础业务+"消防新材料"增量业务双轮驱动, 将消防新材料(全氟己酮微胶囊)融入可靠性材料体系,实现从电子装联到火灾防护的一站式服务升 级。 另一方面,将助力公司开拓增量市场,切入规模830亿的电气火灾防护赛道,构筑新盈利增长点。 再者,将深化公司新业务与现有业务的协同效应,实现客户协同,为唯特偶核心客户同时提供电子材料 + ...
三问三解 | 锂电池如何灭火?
Core Viewpoint - The recent issues surrounding multi-brand power banks, including recalls, removal from e-commerce platforms, and safety concerns regarding lithium battery cells, have sparked significant public discussion about the safety and management of lithium batteries [1][3]. Group 1: Lithium Battery Characteristics - Lithium batteries, including both ternary lithium and lithium iron phosphate batteries, are categorized as chemical batteries composed of positive and negative electrodes, electrolyte, and separator [1]. - The positive electrode materials include lithium cobalt oxide, lithium manganese oxide, nickel cobalt aluminum oxide, ternary materials, and lithium iron phosphate, while lithium serves as the active material in the negative electrode [1][3]. Group 2: Causes of Thermal Runaway - During normal charge and discharge cycles, lithium ions move between the electrodes, but factors such as usage time, charge/discharge cycles, and temperature differences can increase internal resistance [3]. - External factors like overcharging, over-discharging, short circuits, and high temperatures can lead to chemical reactions within the battery, potentially resulting in thermal runaway, where internal heat cannot be dissipated, leading to fire or explosion [3][4]. Group 3: Firefighting Methods for Lithium Battery Fires - Once thermal runaway occurs, high temperatures can decompose the electrolyte, producing flammable gases like hydrogen and methane, which can ignite without oxygen [5]. - Water is considered one of the most effective extinguishing agents for lithium battery fires, as it can absorb heat through evaporation, lowering the battery's temperature and preventing further thermal runaway [9]. - Perfluorohexane is also effective in extinguishing battery fires due to its cooling, oxygen-isolating, and chemical suppression properties, although it is more expensive [11].
永和股份: 浙江永和制冷股份有限公司关于2024年度“提质增效重回报”行动方案的评估报告暨2025年度“提质增效重回报”行动方案的公告
Zheng Quan Zhi Xing· 2025-06-20 12:24
证券代码:605020 证券简称:永和股份 公告编号:2025-051 债券代码:111007 债券简称:永和转债 浙江永和制冷股份有限公司 关于 2024 年度"提质增效重回报"行动方案的评估报 告暨 2025 年度"提质增效重回报"行动方案的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或 者重大遗漏,并对其内容的真实性、准确性和完整性承担法律责任。 为积极响应上海证券交易所《关于开展沪市公司"提质增效重回报"专项行动 的倡议》,践行"以投资者为本"的发展理念,维护浙江永和制冷股份有限公司(以 下简称"公司")全体股东利益,增强投资者信心,公司于 2024 年 8 月 28 日披露 了《关于"提质增效重回报"行动方案的公告》(公告编号:2024-073),旨在通 过多种措施改善经营质量和盈利能力,推动高质量发展和提升投资价值。 自行动方案发布以来,公司积极开展落实相关工作,在保障投资者权益、树立 良好资本市场形象等方面取得了较好成效。公司于 2025 年 6 月 19 日召开第四届董 事会第十九次会议审议通过了《关于 2024 年度"提质增效重回报"行动方案的评 估报告暨 202 ...
224.5MW/889MWh!西北地区当前规模最大独立储能电站投运
近日,由电工时代承建的青海省海西州宝库储能电站项目,圆满完成全流程施工、系统调试及严格的涉网试验,顺利通过投运验收! 这标志着我国西北地区当 文 | 山东电工时代能源 项目自启动以来,进展高效有序: 2023年12月: 顺利完成首批电池舱与升压舱设备交付。 2024年3月: 实现全部设备到货。 2024年7月: 项目全容量并网成功。 0 1规模宏大,技术领先 宝库储能电站总装机容量高达224.5MW/889MWh,体量瞩目,分为集中式储能区和高压直挂式储能区两大部分。 本项目集中式储能区包含34个3.35MW/13.42MWh标准单元和1个1.6MW/6.7MWh单元,由电工时代供货。 集中式储能具有储能系统结构紧凑,容量大,控制逻辑简单,效率高等特点,易于实现大规模能源的集中调配和优化,在电网侧储能和大型可再生能源电站 中扮演着重要角色。 0 2安全防护,确保安全 安全是核心!项目在集中式储能安全领域取得显著创新: 创新应用PACK级全氟己酮消防系统 ,实现电池包级别的精准快速灭火。 集成智能火灾预警、高效水消防及多合一气体探测技术 ,构建" 主动预警+被动防护 "的一体化安全堡垒,为电站长期稳定运行筑牢根 ...
青鸟消防(002960) - 投资者关系活动记录表(2025年4月29日)(编号:2025-004)
2025-04-29 10:50
青鸟消防股份有限公司 证券代码:002960 证券简称:青鸟消防 编号:2025-004 青鸟消防股份有限公司 投资者关系活动记录表 (2025 年 4 月 29 日) | 投资者关系活动 | □特定对象调研 □分析师会议 | | --- | --- | | 类别 | □媒体采访 业绩说明会 | | | □新闻发布会 □路演活动 | | | □现场参观 | | | □其他 | | 参与单位名称及 | 交银施罗德基金、天弘基金、华宝基金、中庚基金、泓德基金、中海基 | | 人员姓名 | 投资、本见投资、景林资管、长江证券、 金、长城财富保险资管、IGWT | | | 财通证券、东吴证券、方正证券、国金证券、国海证券、海通证券、华 | | | 安证券、华泰证券、华西证券、兴业证券、浙商证券、中信建投证券、 | | | 招商证券等投资者共计 63 位参会人员。 | | 时间 | 2025 年 4 月 29 日(周二) | | 地点及方式 | 电话交流 | | 上市公司接待人 | 董事会秘书、副总经理:颜芳 | | 员姓名 | IR 经理:王证涵 | | | 一、 公司 2025 年一季报概述 | | | 报告期内 ...
永和股份:2024年营收利润双增长,氟化工产业链优势凸显
Core Viewpoint - Yonghe Co., Ltd. has demonstrated significant growth in both revenue and profit in its 2024 annual report, indicating strong performance in the fluorochemical industry and effective utilization of market opportunities [1][2]. Financial Performance - In 2024, Yonghe Co., Ltd. reported a revenue of 4.606 billion yuan, a year-on-year increase of 5.42%, and a net profit attributable to shareholders of 251 million yuan, up 36.83% [1]. - The company's net profit excluding non-recurring items reached 246 million yuan, reflecting a substantial growth of 117.8% year-on-year [1]. - For Q1 2025, the company achieved a revenue of 1.138 billion yuan, representing a 12.36% increase compared to the same period last year, with a net profit of 97.39 million yuan, up 161.66% [1]. Industry Position and Strategy - Yonghe Co., Ltd. has established itself as a comprehensive fluorochemical enterprise, covering the entire industry chain from raw material mining to production and sales, making it one of the most complete fluorochemical industry chains in China [1]. - The company has benefited from policy and market opportunities, achieving synergistic development in fluorocarbon chemicals, fluoropolymer materials, and fine fluorochemical products, with a nationwide sales network and international channels covering over 100 countries [1]. Market Dynamics - The implementation of production quotas for HFCs refrigerants in 2024 has altered the competitive landscape, leading to increased industry concentration and tighter supply-demand balance, which has driven significant price increases for refrigerants [2]. - In 2024, the fluorocarbon chemicals business generated a revenue of 2.4467353 billion yuan, a year-on-year increase of 3.78%, with an average gross margin of 20.37%, up 12.62% from the previous year [2]. - The company received a total quota of 61,400 tons for HCFCs and HECs refrigerants in 2025, with HFCs product quota at 58,200 tons, positioning it among the industry leaders [2]. Product Performance - Despite general pressure on fluoropolymer materials leading to a "volume increase, price decrease" scenario, certain products like HFP have shown price stabilization since Q4 2024, improving profitability [2]. - The sales volume of fluoropolymer materials reached 38,635.68 tons, a year-on-year increase of 40.59%, with revenue for this segment at 1.5811074 billion yuan, up 17.38% [2]. Future Outlook - Yonghe Co., Ltd. plans to continue its global business expansion and leverage its full industry chain advantages, focusing on high-end fluoropolymer materials, new environmentally friendly refrigerants, and fine fluorochemical development [3]. - The company aims to enhance its product variety and quality, striving to become a leading professional fluorochemical enterprise in China, characterized by comprehensive offerings, environmental sustainability, and high quality [3].
@储能消防! 正华同安邀您共聚ESIE 2025第13届储能国际峰会暨展览会
中关村储能产业技术联盟· 2025-03-17 09:02
倒计时2 4天! 第十三届储能国际峰会暨展览会(ESIE 2025) 时间:2025年4月10-12日 地点:首都国际会展中心 主办: 中关村储能产业技术联盟、中国能源研究会、中国科学院工程热物理研究所 展馆冠名: 阳光电源、中天科技、宁德时代、新源智储、海博思创、中车株洲所 安徽正华同安消防科技有限公司 将亮相第13届储能国际峰会暨展览会,展位位于 A1馆(海博思创 馆)A178展位 。 安徽正华同安消防科技有限公司 安徽正华同安消防科技有限公司成立于2016年,注册资2000万元,是一家专业从事储能消防、风电消 防、工业气体探测以及传统气体灭火和智能疏散等产品的研发、设计、生产、销售、维保检测于一体 的专业化消防高新技术企业。 主推产品/技术 4、通风系统—推杆型边墙风机、超薄型边墙风机、防爆型边墙风机等。 其他重点展示产品/技术 复合型探测器与储能报警主机、边墙风机,全系产品自产自研 重点展示项目 三峡永川松溉储能电站 甘肃酒泉金塔县晶曦2 80MW/ 560MWh储能电站二期180MW/ 360MWh项目 新疆立新能源奇台县1 2.5万千瓦储能+50万千瓦(风光同场)新能源项目 储能消防配套产品 1、 ...