新能源汽车电热元件

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热威股份9月23日获融资买入538.37万元,融资余额4859.60万元
Xin Lang Cai Jing· 2025-09-24 01:40
分红方面,热威股份A股上市后累计派现4.82亿元。 融券方面,热威股份9月23日融券偿还0.00股,融券卖出600.00股,按当日收盘价计算,卖出金额1.40万 元;融券余量4100.00股,融券余额9.53万元,超过近一年60%分位水平,处于较高位。 资料显示,杭州热威电热科技股份有限公司位于浙江省杭州市滨江区长河街道建业路576号,成立日期 2002年4月16日,上市日期2023年9月11日,公司主营业务涉及电热元件和组件的研发、生产及销售。主 营业务收入构成为:民用电器电热元件80.98%,新能源汽车电热元件8.40%,商用电器/工业装备电热元 件7.91%,配件及其他1.75%,其他(补充)0.96%。 截至6月30日,热威股份股东户数1.47万,较上期减少12.26%;人均流通股2724股,较上期增加 13.97%。2025年1月-6月,热威股份实现营业收入9.85亿元,同比增长8.91%;归母净利润1.61亿元,同 比增长14.27%。 9月23日,热威股份涨1.48%,成交额6966.09万元。两融数据显示,当日热威股份获融资买入额538.37 万元,融资偿还729.22万元,融资净买入-190 ...
家电零部件行业投资策略周报-20250828
CAITONG SECURITIES· 2025-08-28 08:31
Core Insights - The report maintains a positive outlook on the home appliance components sector, highlighting a potential for growth driven by technological advancements and market demand [3][5]. - The report emphasizes the importance of the company's strong customer base, including major clients like Midea and Samsung, which contributes to stable demand and long-term partnerships [28]. - The report identifies the company's diverse manufacturing capabilities and rapid supply advantages as key strengths that support sustainable growth [32][31]. Company Overview - The company, Hangzhou Rewei Electric Heating Technology Co., Ltd., specializes in the research, production, and sales of electric heating components and assemblies, with products used in various applications including household appliances and new energy vehicles [10][15]. - The company's product categories include electric heating elements for household appliances, commercial appliances, industrial equipment, and new energy vehicles, catering to a wide range of applications [15][16]. Financial Performance - The company's revenue has shown a rapid growth trend in recent years, with net profits maintaining steady growth, indicating a healthy financial position [20][22]. - The revenue from new energy vehicle heating elements has been increasing year by year, reflecting the company's successful expansion into this growing market [22]. Industry Analysis - The home appliance industry in China has shown resilience, with retail sales reaching 453.7 billion yuan in the first half of 2025, a year-on-year increase of 9.2% [35]. - The global new energy vehicle market is also expanding, with sales reaching 9.1 million units in the first half of 2025, a year-on-year growth of 28% [36]. - The report notes that the global electric heating element industry is centered in North America, Europe, and Asia-Pacific, with China rapidly developing its capabilities and becoming a significant player in the market [41]. Competitive Landscape - The report highlights that the company ranks as the third-largest electric heating element manufacturer globally, indicating a strong competitive position [43]. - Key competitors include Zoppas Industries and Oriental Electric, with the company holding a market share of 5.83% in 2021 [42].