新能源电驱动定子铁芯和转子总成

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金帝股份拟投15亿加码新能源 双轮驱动半年净利预增27.72%
Chang Jiang Shang Bao· 2025-07-17 23:35
Core Viewpoint - JinDi Co., Ltd. is actively expanding its investment in the new energy sector, with a focus on high-end equipment manufacturing and precision automotive components, aiming to enhance its market presence and operational efficiency in the southwest region of China [1][2]. Investment Expansion - JinDi Co., Ltd. plans to invest no less than 1.5 billion yuan in a smart manufacturing project for high-end equipment key components in Chongqing, which includes a fixed asset investment of at least 1.25 billion yuan and other investments of at least 250 million yuan [2]. - The project will be developed in phases, with the first phase focusing on the production lines for electric drive systems and core automotive components, while the second phase will expand into high-end equipment motor systems and related facilities [2]. - The company is also establishing a wholly-owned subsidiary in Germany with an investment of up to 15 million yuan to enhance its sales and R&D capabilities in the European market [2]. Performance Growth - JinDi Co., Ltd. reported a revenue of 1.355 billion yuan in 2024, representing a year-on-year increase of 19.26%, while the net profit attributable to shareholders was approximately 100 million yuan, a decrease of 24.85% [4]. - The company expects to achieve a revenue of 835 million yuan in the first half of 2025, a growth of 40.62%, with net profit projected between 73 million and 83 million yuan, reflecting a year-on-year increase of 27.72% to 45.22% [4]. - The dual-driven strategy focusing on "bearing retainers" and "precision automotive components" has shown strong growth momentum, with these two product categories accounting for 87.68% of total revenue [4]. Market Development - The company has successfully entered the supply chains of major automotive manufacturers such as NIO and Great Wall, and supplies products to globally recognized automotive parts manufacturers like Schaeffler and Bosch [5]. - JinDi Co., Ltd. has received a letter of intent from a well-known global automotive parts company for a project worth approximately 640 million yuan, focusing on the development and supply of electric drive stator cores and rotor assemblies [3]. Technological Advancements - As of the end of 2024, JinDi Co., Ltd. and its subsidiaries hold a total of 779 domestic patents and 10 international patents, including 147 invention patents and 487 utility model patents, which contribute to the company's competitive edge in the market [5].
金帝股份: 山东金帝精密机械科技股份有限公司关于签署客户《定点意向书》的公告
Zheng Quan Zhi Xing· 2025-05-19 09:38
证券代码:603270 证券简称:金帝股份 公告编号:2025-035 山东金帝精密机械科技股份有限公司 关于签署客户《定点意向书》的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏,并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示: ●山东金帝精密机械科技股份有限公司(以下简称"公司")子公司 MATTESCO MEXICO S.A.DE C.V.近期收到全球某知名汽车零部件公司(基于保密协议,无法 披露其名称,以下简称"客户")的定点意向书,按其需求定制开发和供应新能 源电驱动定子铁芯和转子总成产品。 ●《定点意向书》是客户对公司电驱动零部件开发能力和供货资格的认可, 不构成销售合同,可能出现因不可预计、不可抗力等原因,导致项目延期、变更、 中止或终止等风险。 ●本项目生命周期总金额为预计金额,实际销售金额与客户实际产量等直接 相关。汽车市场整体情况、宏观经济形势等因素均可能对客户采购需求构成影响, 项目实际开展情况存在不确定性。 一、定点概述 公司子公司 MATTESCO MEXICO S.A.DE C.V.近期收到全球某知名汽车零部件 公司的定点意向 ...
金帝股份:子公司获6.4亿元定点意向书
news flash· 2025-05-19 08:36
金帝股份(603270)公告,公司子公司MATTESCOMEXICOS.A.DEC.V.近期收到全球某知名汽车零部 件公司的定点意向书,按其需求定制开发和供应新能源电驱动定子铁芯和转子总成产品。根据客户规 划,该定点项目预计生命周期为2026年至2031年,经初步测算,本次项目生命周期总金额约为人民币 6.4亿元。 ...