人民财讯9月29日电，科力装备（301552）9月29日在互动平台表示，截至目前，公司的抗VOC污染吸 光涂层技术，已成功应用于小米、吉利、奇瑞、大众等多家车企的相关车型，目前材料供应充足，能够 满足客户需求。 ...

格隆汇9月29日丨科力装备(301552.SZ)在投资者互动平台表示，截至目前，公司的抗VOC污染吸光涂层 技术，已成功应用于小米、吉利、奇瑞、大众等多家车企的相关车型，目前材料供应充足，能够满足客 户需求。 ...

Group 1: Company Overview and Technology - The company has successfully completed the full process technology breakthrough for its anti-VOC pollution light-absorbing coating technology, which is now adopted by companies like Xiaomi, Geely, Chery, and Volkswagen [3] - The nano-coating series materials are designed to address key pain points in the automotive industry, including appearance quality, safety, environmental compliance, durability, and health needs [4] Group 2: Applications of Nano-Coating Materials - The nano-coating materials are widely applicable in various automotive scenarios, such as: - **Assisted Driving Components**: The technology enhances the environmental perception accuracy of assisted driving cameras and ensures clear visibility in cold conditions [4] - **Vehicle Exterior and Decoration**: The materials replicate the metallic feel of traditional chrome plating without environmental pollution, maintaining long-lasting aesthetics [4] - **Interior Environment and Functional Components**: The antibacterial properties of the materials help create a healthier car interior by inhibiting microbial growth [4] Group 3: Future Applications Beyond Automotive - The company is exploring applications of its nano-coating materials in other industries, including: - **Robotics**: The materials can prevent ice formation in cold environments, enhancing the stability and safety of robots [5] - **3C Products**: The materials provide a metallic appearance for consumer electronics without relying on chrome plating, meeting both aesthetic and compliance needs [5] Group 4: Collaboration with Huawei Cloud - The partnership with Huawei Cloud aims to leverage advanced data processing and cloud computing capabilities to enhance digital transformation and smart manufacturing processes [6] - This collaboration will not significantly impact the company's operating performance for the current year, and investors are advised to be aware of investment risks [7]

Group 1: Company Overview and Strategic Positioning - The company is positioned as a "leading smart driving component + new materials technology engine" with a dual-driven strategic layout [4] - The company aims to enhance customer stickiness and expand global business layout to increase market share as the penetration rate of new energy vehicles rises [4] - The company’s revenue is expected to grow gradually as production capacity issues are alleviated with the implementation of fundraising projects [4] Group 2: Technological Advancements and Market Solutions - The company has completed the full process of industrialization for its anti-VOC pollution absorption coating technology, addressing industry pain points in the automotive sector [2][3] - The technology has already been mass-produced for models such as Xiaomi YU7 and is transitioning to Xiaomi SU7, with new projects for major brands like Volkswagen, Geely, and Chery [3] - The company has developed multiple first-applications for brands like BMW, Volvo, and NIO, showcasing its innovative capabilities in high-difficulty projects [5] Group 3: Competitive Advantages and Profitability - The company maintains a significantly higher gross margin than the industry average due to its technical advantages and deep involvement in the supply chain [5] - Over 50% of high-risk projects in collaboration with leading glass manufacturers are undertaken by the company, establishing a deep collaborative relationship [5] - The company has implemented smart manufacturing solutions, integrating information management systems to enhance production efficiency and reduce costs [6]

Core Viewpoint - The company, Keli Equipment (301552.SZ), is actively involved as a secondary supplier for Xiaomi's automotive projects, showcasing its unique anti-VOC pollution light-absorbing coating technology, which addresses significant industry challenges in the automotive sector [1] Group 1: Company Developments - Keli Equipment has successfully mass-produced products for Xiaomi, including the Xiaomi YU7 model, while transitioning to the Xiaomi SU7 [1] - The company is also securing new projects with major automotive manufacturers such as Volkswagen, Geely, and Chery [1] Group 2: Industry Impact - The anti-VOC pollution light-absorbing coating technology developed by the company is recognized as a leading solution in the industry, effectively tackling the VOC pollution issues in the area of automotive auxiliary driving cameras [1] - As the penetration rate of new energy vehicles increases, the company's new technology in the auxiliary driving field is expected to gain further adoption [1]

9月15日下午，科力装备（301552.SZ）参加主题为"真诚沟通 传递价值"——2025年河北辖区上市公司 投资者网上集体接待日暨2025年半年报集体业绩说明会活动。 会上，问及核心竞争力在上半年的经营中具体体现，董事、总经理于德江表示，公司作为国内规模最大 的注塑类和挤出类汽车玻璃总成组件供应商，核心竞争力优势在2025年上半年经营助力如下： 技术与产品优势：掌握领先核心技术，含七项产品开发技术、两大类生产工艺技术，产品规格超6000 种，积累多家整车厂开发经验与数据，能高效满足客户设计需求，提升产品性能、降低成本。 研发投入与成果：2025年上半年研发投入1646.05万元，同比增长28.73%，聚焦创新新材料与技术。如 抗VOC污染吸光涂层技术，攻克辅助驾驶摄像头区域VOC污染难题，抑制漫反射杂光，已用于新能源 汽车摄像头支架，获小米汽车定点采用，提升技术壁垒与品牌影响力。 客户资源优势：汽车玻璃行业集中度高，公司凭借技术、生产、质量、交付优势，进入福耀玻璃、圣戈 班等全球知名厂商供应链，建立长期稳定合作。 市场布局与响应能力：持续拓展海外市场，美国市场采用"EXW贸易模式+本土化生产"策略，俄亥俄州 ...

Group 1: Company Overview and Core Competencies - The company is the largest domestic supplier of injection and extrusion automotive glass assembly components, with over 6,000 product specifications and extensive experience in vehicle manufacturer development [2][3] - In the first half of 2025, the company invested CNY 16.46 million in R&D, a year-on-year increase of 28.73%, focusing on innovative materials and technologies [3][4] - The company has established long-term stable partnerships with global manufacturers like Fuyao Glass and Saint-Gobain, leveraging its technological, production, and quality advantages [3][4] Group 2: Market Performance and Financials - In the first half of 2025, the company achieved revenue of CNY 318 million, a year-on-year growth of 12.41%, and a net profit of CNY 83 million, up 4.88% [6][16] - The rapid growth of the new energy vehicle (NEV) market, with production and sales reaching 6.968 million and 6.937 million units respectively, represents a year-on-year increase of 41.4% and 40.3% [5][16] - NEVs accounted for 44.3% of total new car sales, indicating a significant market shift [5][19] Group 3: R&D and Technological Innovations - The company has developed a VOC-absorbing coating technology that addresses pollution issues in automotive auxiliary driving camera areas, enhancing safety and performance [4][21] - As of the first half of 2025, the company holds 84 patents, including 9 invention patents, 70 utility model patents, and 5 design patents, showcasing its commitment to innovation [18][21] - The company is also developing nano-coating materials to replace traditional chromium plating, aligning with environmental regulations [21] Group 4: Strategic Initiatives and Future Outlook - The company plans to implement a dual-driven strategy of "automotive components + new materials" to promote diversified and sustainable development [6][21] - The establishment of a wholly-owned subsidiary in Lu Long County focuses on high-tech nano-coating materials, creating a second growth avenue for the company [7][21] - The company aims to enhance its production capacity through the "intelligent production construction project" to meet increasing market demand [13][14] Group 5: Market Expansion and Competitive Positioning - The company has adopted differentiated marketing strategies for domestic markets and is actively expanding into international markets, particularly the U.S. [8][14] - The U.S. subsidiary has completed equipment procurement and is progressing towards localized production, which will enhance competitiveness in the international market [14][15] - The company has successfully entered new market segments and secured important customer orders, contributing positively to market share growth [8][14]

Core Insights - The company has made significant advancements in its light-absorbing coating technology, which has completed the transition from R&D to industrialization and is set for gradual mass production based on market demand [2] - The preference for larger glass areas in new energy vehicles is driving an increase in the usage and unit value of the company's products, with expectations for continued price growth due to technological upgrades and demand evolution [2] - The company emphasizes its core advantages in pricing, development speed, and quality, fostering strong customer relationships through customized solutions and high trust levels built over years of collaboration [2] Technology and Product Development - The proprietary anti-VOC light-absorbing coating technology addresses VOC pollution issues in automotive auxiliary driving camera areas and has been adopted by Xiaomi Automotive, with potential for wider application as new energy vehicle penetration increases [2] - The company plans to invest 20 million yuan in the development of nano-coating materials, establishing a second growth avenue [2] Market and Customer Strategy - The company has established a strong foothold in the automotive glass assembly sector, serving major clients like Great Wall Motors and Dongfeng Nissan, and aims to enhance its market share in the intelligent driving sector through technology iteration and supply chain collaboration [2] - The company’s overseas revenue is influenced by tariff policies, but it has developed a risk mitigation strategy through trade clause design, local production in the U.S., and diversification of clients [2] Financial Outlook - The rapid growth of new energy vehicles is expected to enhance the pricing of the company's products, leading to improved revenue and profitability [2] - The company anticipates significant revenue growth in the coming years as new projects alleviate capacity constraints and the demand for new energy vehicles continues to rise [2] Infrastructure and Production Capacity - The company has registered a subsidiary in North America and is considering establishing a factory overseas, with a new facility in Ohio expected to be operational by the end of 2025 to strengthen its competitive position in the North American market [2] - The new factory is strategically located in a key automotive industry cluster to enhance supply chain responsiveness and competitiveness [2]

Group 1 - The company reported a revenue of 318 million yuan for the first half of 2025, representing a year-on-year growth of 12.41% [1] - The net profit attributable to shareholders reached 83 million yuan, with a year-on-year increase of 4.88% [1] - The company plans to distribute a cash dividend of 5 yuan per 10 shares, totaling 47.6 million yuan [1] Group 2 - The rapid development of the new energy vehicle (NEV) industry is a key external factor driving the company's revenue growth, with NEV production and sales increasing by 41.4% and 40.3% respectively in the first half of 2025 [1] - The company has established long-term stable business relationships with well-known automotive glass manufacturers, which contributes to a steady stream of sales orders [2] - The company increased its R&D investment in new materials to 16.46 million yuan, a year-on-year growth of 28.73%, focusing on material innovation and performance breakthroughs [2] Group 3 - The company successfully developed a "VOC pollution-absorbing coating technology" that addresses industry pain points related to NEV auxiliary driving camera areas, enhancing safety [3] - The "automotive foamed structural reinforcement material" developed by the company improves impact resistance and reduces weight, aligning with NEV demands for safety and lightweight design [3] - As of June 2025, the company has obtained a total of 84 patents, including 9 invention patents, enhancing its technical barriers and brand influence [3]

Core Viewpoint - Hebei Keli Automotive Equipment Co., Ltd. reported a revenue of 318 million yuan for the first half of 2025, marking a year-on-year increase of 12.41%, with a net profit of 82.78 million yuan, up 4.88% year-on-year. The company plans to distribute a cash dividend of 5 yuan per 10 shares to all shareholders [1][2]. Group 1: Financial Performance - The company achieved a revenue of 318 million yuan, representing a 12.41% increase year-on-year [1]. - The net profit attributable to shareholders was 82.78 million yuan, reflecting a year-on-year growth of 4.88% [1]. - The main product, windshield installation components, generated revenue of 258 million yuan, a 16.27% increase, accounting for 81.02% of total revenue [2]. Group 2: Market Environment - The automotive industry's rapid growth in production and sales has driven demand for the company's products, contributing to strong performance [2]. - In the first half of 2025, China's automotive production and sales reached 15.62 million and 15.65 million units, respectively, with year-on-year increases of 12.5% and 11.4% [2]. Group 3: Capacity Expansion and Global Strategy - The company is actively expanding production capacity, with 60.64% of the investment in the "Intelligent Production Project for Automotive Glass Components" completed by June 30, 2025 [2][3]. - Keli Equipment is pursuing a dual strategy of flexible trade and localized production in the U.S. market, with progress on a production base in Ohio [3]. Group 4: Research and Development - The company increased R&D investment to 16.46 million yuan, a 28.73% year-on-year rise, with 77.62% of the investment in the "New Energy Vehicle Parts R&D Center" completed [4]. - Keli Equipment is focusing on new materials and has developed a VOC pollution-absorbing coating technology, which has been adopted in the auxiliary driving camera support for new energy vehicles [4][5]. Group 5: Future Growth Potential - The intelligent driving market is rapidly expanding, with projections indicating a market size exceeding 300 billion yuan by 2025 and potentially surpassing 1.2 trillion yuan by 2030 [4]. - The successful application of the new coating technology enhances the company's technical barriers and brand influence, potentially increasing market share [5].