在西安工作两年，来自浙江台州的陈锌铨发现，这里的办事效率一点也不输家乡。 "仅用4个月就建成投产。"陈锌铨说，从申请用电、用水，到设备进厂、调试、运行等，园区的服 务热心又周到，极大地减轻了他初来乍到时的担忧。 作为西安银轮新能源热管理系统有限公司副总经理，47岁的陈锌铨曾长期任职于热交换器行业龙头 企业浙江银轮机械股份有限公司。2023年，为降低成本，公司进军西北市场，设立子公司。于是，他来 到西安发展。 "这几年，陕西汽车产业发展迅速，比亚迪、吉利等纷纷在这里建厂。"陈锌铨说，子公司入驻西安 吉利产业园，规划建设3条生产线，主要生产汽车空调及热泵系统、冷却模块，为主机厂提供配套，年 产能约75万台。 "今年，公司尝试和园区内的企业共享物流，仅此一项节约成本87万元。"陈锌铨说，产业链上下游 企业聚在一起，大家交流、合作更加便捷。 汽车产业是陕西重点打造的支柱产业。 制定出台一系列政策措施，成立省汽车产业发展领导小组，设立总规模40亿元的省汽车产业发展专 项资金……陕西以"链长制"为抓手，通过内培外引聚集了一批相关企业，汽车产业虹吸效应越来越强。 39岁的任航辉是延锋（西安）汽车零部件有限公司生产经理。随着 ...

第十一届世界雷达博览会暨第五届雷达未来大会将于2025年5月17日至19日在安徽合肥滨湖国际会展中 心举办。记者获悉，江航装备下属全资子公司合肥天鹅制冷科技有限公司(简称"天鹅制冷")将参加本次 大会，并展出氟泵复合冷却模块、轻量化全直驱液冷机组等多款新型液冷产品及先进氟泵复合技术。 (证券时报) ...

Investment Rating - The investment rating for the company is "Buy" [1] Core Views - The company reported a steady revenue growth of 15.05% year-on-year, with operating income reaching 3.416 billion yuan and a net profit attributable to shareholders of 212 million yuan, up 10.89% year-on-year [2] - The company's profitability continues to improve, driven by effective cost control, with a significant reduction in financial expenses by 88.46% year-on-year [3] - The company is accelerating its overseas business expansion, achieving a 50.47% year-on-year increase in self-operated business revenue in North America, and a 31.29% year-on-year increase in revenue from its European segment [4] - The company has achieved historic breakthroughs with key clients across its three business lines, with new projects expected to generate an additional annual revenue of approximately 9.073 billion yuan [5] - The company is proactively exploring emerging fields such as robotics, having secured 10 patents in this area and making significant progress in key component development [6][7] Summary by Sections Financial Performance - In Q1 2025, the company achieved an operating income of 3.416 billion yuan, a year-on-year increase of 15.05%, and a net profit of 212 million yuan, up 10.89% [2] - The company's cost management has improved, with sales, management, and R&D expense ratios decreasing year-on-year [3] Business Expansion - The company is enhancing its global manufacturing footprint, with new facilities in North America, Southeast Asia, and Europe, contributing to significant revenue growth in these regions [4] - The North American segment achieved self-operated business revenue of 19.646 million USD, a 50.47% increase year-on-year [4] Growth Opportunities - The company has secured over 300 new projects, with expected annual revenue contributions from various business segments, including digital energy and new energy vehicles [5] - The company is strategically positioning itself in the robotics sector, focusing on key customer collaborations and technology advancements [6][7] Earnings Forecast - The company is projected to achieve revenues of 16.030 billion yuan, 18.883 billion yuan, and 21.574 billion yuan for the years 2025, 2026, and 2027, respectively, with corresponding net profits of 1.048 billion yuan, 1.251 billion yuan, and 1.503 billion yuan [8]

4月17日晚常铝股份（002160）披露2024年年度报告。报告期内，公司实现营业收入78.47亿元，同比增 长14.16%，实现归属于上市公司股东的净利润6498.24万元，同比增长330.15%。经营活动产生的现金流 量净额1.14亿元，同比增幅达到152.23%。 常铝股份主营业务以热传递材料、热传递设备及综合解决方案为主。热传递业务板块下游主要面向空调 与汽车市场。 有别于部分铝压延加工企业采取横向扩大投资、增加产能规模的发展路径，常铝股份多年来从纵向角度 持续构建了一条从上游坯料到中游轧制再到下游换热部件(系统)制造的完整产业链，持续推动价值链朝 高附加值领域延伸。 2024年度，常铝股份的铝加工产业链一体化竞争策略开始进入兑现期。 报告期内，公司新能源电池壳业务凭借上游材料供应优势、集团内部一体化协同研发优势、装备自主化 和智能化优势、市场先发优势，走出了一条高质量发展、差异化竞争之路，行业地位、市场份额和经营 业绩取得了重要突破。 具体来看，常铝股份下属全资子公司山东新合源抢抓新能源电池壳市场机遇，2024年实现营收9.09亿 元，同比增长56.94%，实现净利润1.7亿元，同比增长206.77 ...