证券日报网讯12月25日，艾华集团（603989）在互动平台回答投资者提问时表示，铝电解电容器在液冷 超充桩和换电系统的快充解决方案中，主要应用于大功率充电模块。公司的牛角电容器已有相关应用。 ...

Group 1: Elderly and Child Care - A total of 7 national standards were released for home-based elderly meal services, rehabilitation aids in elderly care institutions, and convenient services on medical insurance platforms, addressing the needs of elderly care and medical security [2] - 9 national standards were introduced to enhance product packaging safety, particularly for children, including requirements to prevent children from opening packaging [2] - 4 national standards were established to improve the aging-friendly features of products and enhance anti-counterfeiting technology [2] Group 2: Daily Life - 2 national standards were published for oral hygiene products, focusing on calcium silicate and toothpaste abrasion testing methods to protect public oral health [3] - 3 financial service national standards were introduced, including a unique product identification code and descriptions of banking services, supporting financial security and high-level financial openness [3] - 2 national standards were released for emergency management and urban power service continuity guidelines, enhancing emergency response capabilities and promoting resilient city construction [3] Group 3: Emerging Industries - 7 national standards were published in areas such as artificial intelligence, information technology, and the Internet of Things, providing technical support for digital service capabilities [4] - 5 national standards were established for data centers and cybersecurity technologies, facilitating deeper interconnectivity in the digital economy [4] - 2 national standards were introduced for electric earth-moving machinery safety and battery swap systems, aiding the green transformation of traditional industries [4] Group 4: Transportation and Energy - 12 national standards were released for waterway passenger transport services, road traffic signs, fuel consumption evaluation methods for passenger cars, and automotive maintenance, providing technical support for transportation safety [5] - 14 national standards were published for ship soft ladders, propellers, and buoyancy materials for submersibles, enhancing quality and efficiency in the shipbuilding industry [5] - 2 national standards for ethanol gasoline and its blending components were introduced, ensuring the stability of fuel quality [5]

Group 1: Financial Performance - In 2024, the company achieved a revenue of 1.022 billion CNY, representing a year-on-year growth of 25.68% [2] - The net profit attributable to shareholders was 175 million CNY, an increase of 37.54% year-on-year [2] - In Q1 2025, total revenue reached 216 million CNY, with a year-on-year growth of 16.85% [2] - The net profit attributable to shareholders for Q1 2025 was 43.298 million CNY, reflecting a year-on-year increase of 30.67% [2] Group 2: National Standard AECS Implementation - The national standard AECS was officially released on April 25, 2025, and will be mandatory for all M1/N1 class vehicles sold in China starting July 1, 2027 [2] - Prior to the implementation of the national standard, existing systems were defined by individual car manufacturers, lacking a unified standard [2] - The release of the national standard AECS is expected to significantly transform the automotive market, pushing existing systems to align with the new standard [2][3] Group 3: Market Impact and Product Pricing - The implementation of AECS is projected to create a market increment worth billions, significantly reducing rescue times and traffic accident mortality rates [4] - While market competition may drive down prices for AECS terminals, the importance of life safety ensures that there will be a price floor for these products [4] - The focus on life safety will lead to stringent requirements for technology solutions, hardware design, and quality assurance in the industry [4] Group 4: Technical Requirements and Standards - The technical barriers for AECS products include reliability and compliance with various testing standards, such as collision tests and emergency call trigger tests [5] - The company is among the first to obtain EU NG eCall certification, which enhances data transmission capabilities compared to traditional eCall systems [6] - The national standard AECS will utilize 4G/5G networks and integrate China's BeiDou satellite navigation system, differing from the EU's approach [6] Group 5: Product Composition and Market Strategy - The company's intelligent terminal products are developed using a modular approach, allowing customization across various vehicle types [7] - The specific market share of eCall and TBOX within the intelligent terminal sales is not disclosed due to the complexity of product forms [7] - The company believes that suppliers are unlikely to venture into eCall products due to the high safety standards required [7]

Core Points - The company reported a net profit attributable to shareholders of RMB -333,002,380.13 for the year 2024, indicating a negative profit distribution situation [80][84][81] - The board of directors approved a profit distribution plan for 2024, which includes no cash dividends, no stock dividends, and no capital reserve transfers [26][60][84] - The company continues to focus on its strategic business areas, including smart power grid equipment, new energy charging and swapping, and energy storage [4][10] Financial Overview - The company has not changed its accounting firm, continuing with Zhongqin Wanxin Accounting Firm, which provided a standard unqualified audit opinion for the financial report [2][32] - The company reported a negative retained earnings of RMB -914,031,312.76 as of December 31, 2024, reflecting ongoing financial challenges [80][84] - The company plans to maintain its internal control systems effectively, as indicated in the internal control self-evaluation report [29][63] Business Operations - The main business segments include smart grid equipment, new energy charging and swapping facilities, and energy storage solutions, with no significant changes in operations during the reporting period [4][10] - The company operates 1,345 charging stations across various regions, with a focus on becoming a leading operator of centralized fast charging networks in China [9][10] - The company has introduced various products in the new energy sector, including electric vehicle charging equipment and intelligent power distribution systems [7][10] Governance and Compliance - The board and supervisory board meetings were conducted in compliance with legal regulations, with all members present [15][52] - The company has established a robust internal control system, ensuring compliance with relevant laws and regulations [29][63] - The independent directors confirmed their independence and lack of conflicts of interest with the company [36][38]