加氢口
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亚普股份:10月29日接受机构调研,中邮基金、中邮证券参与
Sou Hu Cai Jing· 2025-10-30 09:32
证券之星消息,2025年10月30日亚普股份(603013)发布公告称公司于2025年10月29日接受机构调研,中 邮基金、中邮证券参与。 问:请公司储氢系统相关业务的最新进展? 答:公司持续拓展燃料电池储氢系统领域新客户、新市场,同时聚焦III型储氢瓶、大容积IV型储氢瓶研发 与试制工作,全面掌握了吹塑、注塑焊接多种气瓶内胆成型工艺,产品性能达到行业先进水平。在储氢系 统阀门的研发方面,公司自主研发的35MPa和70MPa瓶口阀、减压阀、加氢口等产品已完成认证。今年上 半年,公司新获得某国际客户氢能车加注系统总成项目定点,35MPa大通径瓶阀和尾阀通过强制认证。 具体内容如下: 主要交流问题问:公司目前主营业务燃油系统中的混动燃油系统发展情况怎么样? 答:公司的混动汽车高压燃油系统在插电式(含增程式)混合动力车上已得到商业化推广和应用。得益于 混动汽车市场的蓬勃发展,上半年内公司获得的新能源混动燃油系统订单大幅超过传统燃油系统订单。与 此同时,公司通过对产品设计方案的优化、关键零部件的自研和生产过程的持续改进,实现了混动高压燃 油系统的降本增效,产品市场竞争力进一步提升。 问:混动燃油系统和传统燃油系统在单 ...
【私募调研记录】南土资产调研亚普股份
Zheng Quan Zhi Xing· 2025-05-20 00:13
Group 1 - The company is expanding its hydrogen storage system business by developing new customers and markets, including a large-volume IV-type hydrogen storage bottle [1] - The company has achieved advanced performance in its products and has completed certification for its self-developed 35MPa and 70MPa valves, with the 70MPa valve being the first in China certified under the new national standard [1] - The growth of the hybrid vehicle market is expected to boost the company's revenue from related businesses, as hybrid and extended-range vehicles require high-pressure fuel tanks with enhanced structural integrity [1] Group 2 - The company has a strong overseas presence, with its fuel system business expected to see significant growth potential in international markets, where average product prices are typically higher than in the domestic market [1] - Future capital expenditures will focus on upgrading fuel system production lines to meet the rapid growth of hybrid vehicle models and investing in new business areas such as thermal management systems, hydrogen storage systems, and battery pack housings [1]