动力电池及储能电池结构件
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长盈精密:新能源业务已成支柱 年复合增长率超66%
Zhong Zheng Wang· 2025-09-18 06:21
Core Viewpoint - The company, Changying Precision, is experiencing significant growth in its new energy business, with a focus on high-precision and high-performance products, and is expanding its operations in various sectors including robotics and intelligent manufacturing [1][2]. Group 1: New Energy Business - The company has established production bases for its new energy business in Yibin, Zigong, Changzhou, and Ningde, and has been supplying structural components for power and energy storage batteries to CATL for several years [1]. - In the first half of 2025, the new energy business generated revenue of 2.939 billion yuan, representing a year-on-year growth of 37.09% [1]. - Revenue from the new energy business is projected to grow significantly from 11.29 billion yuan in 2021 to 52.14 billion yuan in 2024, with a compound annual growth rate exceeding 66% [2]. Group 2: Robotics and Intelligent Manufacturing - Starting in 2024, the company plans to accelerate the construction of production capacity related to humanoid robots and increase R&D investment [2]. - The company is developing various materials for humanoid robot components, including aluminum, magnesium, titanium alloys, and engineering plastics, utilizing multiple manufacturing processes [2]. - In the first half of 2025, revenue from overseas humanoid robot parts exceeded 35 million yuan, a significant increase from 10.11 million yuan in 2024 [2].