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北方开始降温,热管理技术如何为新能源车提供保障?
8 e p s 22 2 t on 100 4 . the state the state 60 28 - x 851 and 近日,北方快速降温使人纷纷开始穿上厚衣服。几日之间,气温已经从近30摄氏度降至10摄氏度左右,这在北方已经成为常态。而在东北、西 北的一些地区,山上已经被皑皑白雪覆盖, 谁来成为关键担当 面对北方冬季低温带来的重重挑战,热管理系统成为了新能源汽车的"救星",其通过一系列复杂而精密的控制策略和技术手段,对动力电池、电机、电 控以及空调等核心组件进行精准的温度调节,确保它们始终处于最佳的工作范围内。 由此,对于动力电池而言,热管理系统的重要性不言而喻。当电池温度过高时,热管理系统会迅速启动散热装置,如冷却水管、散热片等,将电池产生 的过多热量及时散发出去,避免电池因过热而引发热失控等安全问题。相反,在低温环境下,热管理系统又会通过加热装置,为电池补充热量,使其温度回 升到适宜的工作区间,从而有效提升电池的充放电效率和续航能力。同时,热管理系统还能够通过合理的设计和控制,均衡电池组内各单体电池的温度,减 少因温度差异导致的电池性能不一致问题,延长电池组的整体使用寿命。 除了电池,电机和电控 ...
抢抓市场机遇 盾安环境拟以约50亿元投建智能智造总部基地
Zheng Quan Ri Bao Wang· 2025-09-11 08:48
Core Viewpoint - The company, Zhejiang Shun'an Artificial Environment Co., Ltd. (Shun'an Environment), plans to invest approximately 5 billion yuan in the construction of the "Shun'an Environment Intelligent Manufacturing Headquarters Base" to enhance its production capacity and competitiveness in the refrigeration and new energy vehicle thermal management sectors [1]. Group 1: Investment and Project Details - The project aims to establish a research, manufacturing, and sales base for core components in refrigeration and new energy vehicle thermal management, with a total investment of about 5 billion yuan, to be invested in phases according to implementation progress [1]. - The company intends to leverage market opportunities and expand capacity to respond more quickly to customer demands, thereby enhancing product competitiveness [1]. Group 2: Market Outlook and Industry Position - The refrigeration and new energy vehicle thermal management markets are experiencing significant growth, driven by increasing domestic demand and stringent energy-saving and environmental protection policies [1]. - As a leading enterprise in the global refrigeration component industry, the company maintains a competitive edge and is optimizing its business structure while expanding its market share in overseas markets [1]. Group 3: Technological Advancements and Smart Manufacturing - The company has invested nearly 200 million yuan in the first half of 2025 in various high-end automation equipment and information systems to promote the integration of automation and information technology [2]. - The construction of the "Intelligent Manufacturing Headquarters Base" is a key initiative for the company to strengthen its smart manufacturing capabilities and achieve a more integrated production operation [2]. Group 4: Collaboration and Regional Development - The company has signed a cooperation agreement with the management committee of the Zhuji Economic Development Zone, which promises to provide a favorable investment environment and quality services [3]. - The project's implementation is expected to enhance the investment attractiveness and business environment of Zhuji City, facilitating the development of a complete refrigeration and new energy industry chain [3].
金杨股份入股新能源汽车热管理系统研发商盈智热管理
Core Insights - Yingzhi Thermal Management Technology (Jiaxing) Co., Ltd. has recently undergone a business change, adding Jinyang Co., Ltd. (301210) as a shareholder [1] - The company was established in 2021 and is focused on the research and production of thermal management systems and core components for new energy vehicles [1] Company Overview - Yingzhi Thermal Management Technology specializes in the sales of electric vehicle accessories, research and development of automotive parts, and manufacturing of automotive components and accessories [1] - The company's shareholders include Beijing Xiaomi Smart Manufacturing Equity Investment Fund Partnership (Limited Partnership) and Shanghai SAIC Chuangyuan Venture Capital Partnership (Limited Partnership) [1]
儒竞科技:公司新能源汽车热管理系统涉及液冷技术
Group 1 - The core viewpoint of the article highlights that Rujing Technology (301525) is actively involved in the development of thermal management systems for electric vehicles, specifically utilizing liquid cooling technology [1] - The company's liquid cooling battery thermal management solution effectively maintains the battery within a comfortable temperature range during operation [1]
儒竞科技(301525.SZ):新能源汽车热管理系统涉及液冷技术
Ge Long Hui· 2025-08-15 07:42
Group 1 - The core viewpoint of the article is that Rujing Technology (301525.SZ) is actively involved in the development of thermal management systems for electric vehicles, utilizing liquid cooling technology to maintain battery temperatures within a comfortable range [1] Group 2 - The company's thermal management system specifically addresses the needs of new energy vehicles [1] - The liquid cooling battery thermal management solution is highlighted as an effective method for temperature regulation [1]
上海嘉定5.2亿元新能源智造基地投产
Zhong Guo Hua Gong Bao· 2025-08-12 02:13
Core Viewpoint - Shanghai Rujing Intelligent Technology Co., Ltd. has completed its new energy vehicle electronics and intelligent manufacturing industrial base project, which has entered the trial production phase with a total investment of 520 million yuan [1] Group 1: Project Overview - The project covers an area of approximately 60 acres with a building area of over 80,000 square meters [1] - It consists of an intelligent factory and a testing center focused on the new energy vehicle, electronics, and intelligent manufacturing industries [1] Group 2: Testing Center and Production Capabilities - The testing center can accommodate hundreds of experimental and testing engineers, which will accelerate the research and verification speed of new products for Rujing Technology (301525) [1] - The intelligent factory is equipped with fully automated production lines, industrial robots, and smart warehouses, enabling intelligent production through integration with ERP, MES, and 5G information systems [1] Group 3: Product Focus - The production will include products such as thermal management systems for new energy vehicles, servo drives and servo motors in the intelligent manufacturing and robotics sectors, as well as variable frequency controllers and air conditioning variable frequency drive controllers in the HVAC energy-saving industry [1]
广大特材大幅预增 上半年业绩预喜股名单抢先看
Core Viewpoint - Guangda Special Materials expects significant growth in its performance for the first half of 2025, driven by strong demand in downstream industries and the effectiveness of its investment projects [1] Group 1: Financial Performance - The company anticipates a revenue of approximately 2.5 billion yuan for the first half of 2025, representing an increase of about 619 million yuan, or a year-on-year growth of approximately 32.91% [1] - The expected net profit attributable to shareholders is around 200 million yuan, an increase of about 157 million yuan, reflecting a year-on-year growth of approximately 367.51% [1] - Guangda Special Materials has seen a significant increase in sales revenue due to the gradual release of production capacity in its wind power gearbox components project and enhanced average equipment utilization [1] Group 2: Market Dynamics - The overall demand in the company's downstream industries is improving, contributing to robust production and sales [1] - The offshore wind power casting project has improved capacity utilization through various technical upgrades and cost-reduction measures, leading to enhanced profitability [1] Group 3: Stock Performance - The company's stock has performed well in 2023, with a cumulative increase of 74.99% as of June 10 [2] - The number of shareholders decreased by 1.89% from the end of May, totaling 9,809 shareholders [2] Group 4: Industry Context - Among A-shares, 13 companies have reported positive performance forecasts for the first half of the year, indicating a favorable trend in the market [4] - Guangda Special Materials ranks among the top companies in terms of net profit scale, with several other companies also showing significant growth in their forecasts [5][6]
合肥长丰(双凤)经开区:加快新能源汽车产业延链、补链、强链
Group 1 - Hefei Qingguan Electromechanical Technology Co., Ltd. has launched a project to produce 1 million sets of automotive brake systems, expected to generate an annual industrial output value of over 300 million yuan and an average tax contribution of over 300,000 yuan per mu after reaching full production [1] - The company specializes in the research, design, and manufacturing of key components for new energy vehicles and is recognized as a specialized and innovative small and medium-sized enterprise in Anhui Province [1] - The project signifies a strategic shift for the company from traditional manufacturing to intelligent and large-scale development, contributing new momentum to the construction of a world-class new energy vehicle city in Changfeng County [1] Group 2 - Changfeng (Shuangfeng) Economic Development Zone is focusing on developing high-tech, high-potential core supporting enterprises for new energy vehicles, aiming to form an industrial cluster [3] - Anhui Yinlun New Energy Thermal Management System Co., Ltd. has established a project with an investment of 380 million yuan to produce 1.4 million sets of thermal management systems for new energy vehicles, enhancing service proximity to local manufacturers [3] - The company has set up 11 fully automated production lines and two continuous aluminum brazing furnaces, achieving a production capacity of 10,000 core components per day [3] Group 3 - The Economic Development Zone emphasizes investment attraction in the fields of automotive electronics, sensors, display drivers, ultrasonic radar, and automotive testing services, among others [4] - Over the years, the zone has developed a primary industry structure including automotive, equipment manufacturing, and food industries, while also actively planning for future industries like synthetic biology and artificial intelligence [4] - Currently, there are over 50 new energy vehicle parts companies located in the zone, including Anhui Yinlun and Jincheng Tianjun [4] Group 4 - The Economic Development Zone is committed to optimizing services and accelerating project implementation by ensuring the availability of necessary resources [5] - It has established a service guarantee system that includes standardized factory buildings and various support facilities to create a favorable development environment for key projects [5] - The zone aims to launch over 11 key projects by 2025, with four major projects already under construction [5]
儒竞科技(301525) - 儒竞科技2025年5月15日投资者关系活动记录表
2025-05-15 10:14
Group 1: Company Overview and Strategic Focus - The company operates in multiple sectors including HVAC/R, new energy vehicle thermal management, and industrial servo drive and control systems, aiming to enhance market competitiveness and synergy through resource optimization [1][2] - The company plans to leverage core technologies in power electronics and motor control to accelerate innovation and reduce costs through centralized procurement and flexible production lines [2][3] Group 2: Project Progress and Challenges - As of the end of 2024, the investment progress for the new energy vehicle electronics and smart manufacturing base project reached 67.10%, with plans for completion and production in 2025 [2][3] - The company has established stable relationships with key suppliers and implemented dynamic inventory management to ensure resource availability during project execution [3] Group 3: Financial Performance - In 2024, the company's overall revenue decreased by 16.02% and net profit fell by 22.24%, primarily due to high inventory levels in the HVAC/R heat pump sector [4] - In Q1 2025, the company reported a revenue increase of 19.42% and a net profit increase of 22.53%, attributed to recovering demand in the heat pump sector and continued growth in the new energy vehicle segment [4]
恒勃股份(301225) - 2025年5月7日投资者关系活动记录表
2025-05-07 10:21
Group 1: Financial Performance - The company achieved a total revenue of 865 million CNY in 2024, representing a year-on-year growth of 10.15% [3][5] - The net profit attributable to shareholders was 131 million CNY, reflecting a growth of 14.23% compared to the previous year [3][5] - Basic earnings per share increased to 1.29 CNY, marking a growth of 1.57% [3] Group 2: Research and Development - R&D investment accounted for 6.08% of total revenue in 2024, focusing on various advanced technologies [2] - Key R&D projects include lightweight intake pipe technology, integrated PCV valve activated carbon canister technology, and hybrid power integrated water tank technology [2] Group 3: Industry Context - The automotive industry in China maintained a production and sales volume exceeding 30 million units, with 2024 figures reaching 31.28 million and 31.44 million respectively, showing growth of 3.7% and 4.5% [4] - The motorcycle sector also saw a slight increase, with production and sales growing by 0.79% and 2.82% [4] Group 4: Strategic Initiatives - The company is actively expanding into the new energy vehicle market, focusing on thermal management systems and related products [5] - Plans to transition from traditional fuel vehicle clients to new energy vehicle manufacturers include developing hybrid intake systems and hydrogen fuel cell components [3][5] Group 5: Competitive Positioning - The company holds a strong market response advantage due to streamlined organizational structure, allowing for quick decision-making and order response [3] - It has a rich product line and deep experience in production technology, which enhances its competitive edge against international rivals [3]