Core Insights - The global market for electric compressor controllers in the new energy vehicle (NEV) sector is experiencing rapid growth, with China being the largest market, accounting for over 50% of global demand [1][3][4] - The market size for global NEV electric compressor controllers is projected to reach 6.656 billion yuan in 2024, with China's market size expected to be 4.069 billion yuan, representing approximately 61.13% of the global market [1][3] - By 2025, the global market size is anticipated to grow to about 8.48 billion yuan, while China's market size is expected to reach 4.683 billion yuan, accounting for around 55.22% of the global market [1][3] Industry Definition and Classification - NEV electric compressor controllers are critical components in the thermal management systems of electric vehicles, controlling the operation of electric compressors to regulate cabin temperature and battery thermal management [2][3] Industry Development Status - The demand for NEV electric compressor controllers in China is projected to be 12.888 million units in 2024, with 95.45% for passenger vehicles and 4.55% for commercial vehicles [4] - The production capacity of NEV electric compressor controllers in China is expected to increase significantly from 1.271 million units in 2018 to 12.542 million units in 2024 [6] Industry Chain - The upstream of the NEV electric compressor controller industry includes raw materials such as aluminum alloys, steel, copper, and power devices, with increasing domestic production quality and rates [6][7] Industry Development Environment - Related Policies - The Chinese government has implemented various policies to support the development of the NEV industry, including initiatives to promote the replacement of old vehicles and enhance product technology standards [7] Market Competition Landscape - The market for NEV electric compressor controllers is characterized by an oligopolistic structure, with leading companies like Fudi Power, Aotegia, and others holding significant market shares [8] - Fudi Power leads the market with a 27.02% share, followed by Aotegia (14.67%), Aiwei Electric (13.35%), and Rujing Technology (12.74%), collectively accounting for nearly 68% of the market [8] Industry Development Trends - The adoption of high-voltage silicon carbide (SiC) devices is increasing, enhancing efficiency and reducing energy loss in NEV electric compressor controllers [11] - The integration of smart and connected features is expected to improve data interaction and remote diagnostics capabilities [12] - Future developments will focus on higher integration and multifunctionality, reducing component count and improving reliability [13] - Electric compressor controllers will increasingly integrate with overall vehicle energy management strategies for optimized performance [14]

Group 1: Company Overview and Project Details - The "New Energy Vehicle Electronics and Intelligent Manufacturing Base" project has a total investment of approximately 580 million RMB, covering an area of about 60 acres with a building area of over 80,000 square meters, and officially commenced production in the first half of 2025 [2][3] - The smart factory features fully automated production lines, industrial robots, and smart warehouses, integrating various information systems for intelligent production [2][3] Group 2: Heat Pump Business Insights - The global air source heat pump market is gradually recovering in 2025, with significant revenue growth in the heat pump business segment during the first half of the year [3][4] - The company has developed a series of high-efficiency, energy-saving, and intelligent large-capacity heat pump drivers, benefiting from proactive commercial strategies and deep collaborations with quality clients [3][4] Group 3: New Energy Vehicle Thermal Management - The company has established a comprehensive technology and product platform in the new energy vehicle thermal management sector, focusing on cabin thermal management, battery thermal management, and motor control systems [5] - Continuous investment in R&D for intelligent controllers and multi-functional controllers aims to enhance the product line and meet diverse market demands as global penetration of new energy vehicles increases [5] Group 4: Data Center Applications - The HVAC/R industry is undergoing intelligent upgrades and green transformations, with the company strategically entering the data center thermal management and energy-saving technology sectors [6][7] - The application of variable frequency high-efficiency technology and energy-saving solutions in data centers is expected to expand, covering core infrastructure such as precision air conditioning and cooling systems [6][7]

2025年4月23日，儒竞科技发布了2024年年报。报告显示，公司全年实现营业总收入12.97亿元，同比下 降16.02%；归属净利润为1.68亿元，同比下降22.24%。尽管整体业绩下滑，但新能源汽车热管理领域业 务表现亮眼，同比增长47.23%，成为公司新的增长引擎。 新能源汽车热管理业务逆势增长 与暖通空调业务的低迷形成鲜明对比的是，新能源汽车热管理领域的业务表现亮眼。2024年，该领域的 营业收入为4.53亿元，同比增长47.23%。公司在该领域的主要产品包括新能源汽车电动压缩机控制器、 PTC控制器、电池热管理多合一控制器等，这些产品凭借卓越的性能和可靠性，成功跻身主流车企供应 链体系。 报告期内，公司持续加大新能源汽车热管理领域的研发投入，技术创新成果斐然。公司自主研发的多款 新能源汽车热管理系统产品，不仅满足了市场多元化、定制化的技术需求，还进一步丰富了产品线，构 建了覆盖新能源汽车热管理全场景、电机控制多领域的完整产品矩阵。此外，公司还持续推进募投项目 新能源汽车电子和智能制造产业基地的建设，计划新增新能源汽车热管理系统领域达产年产能180万 套，进一步增强该领域的业务规模与盈利能力。 自动化 ...