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从“出口”到“出海” “新三样”企业彰显强大韧性与国际竞争力
Zheng Quan Ri Bao· 2025-05-19 16:29
Core Insights - China's "New Three Samples" (electric vehicles, lithium-ion batteries, solar cells) have shown strong export momentum despite external trade pressures, indicating resilience and international competitiveness [1][2] - The export figures for the first four months of 2023 reveal significant growth in electric vehicles and lithium-ion batteries, while solar cell exports saw a decline in value but an increase in quantity [2][3] Export Performance - From January to April 2023, the export values for electric vehicles, lithium-ion batteries, and solar cells reached 125.47 billion yuan, 155.40 billion yuan, and 62.24 billion yuan, reflecting year-on-year growth rates of 10.8%, 25.1%, and -26.5% respectively [2] - In April alone, the export volumes for electric vehicles, lithium-ion batteries, and solar cells were 308,087 units, 36.09 million units, and 83.79 million units, with year-on-year growth rates of 37.8%, 25.8%, and 66.6% respectively [2] Factors Driving Growth - The growth of the "New Three Samples" is attributed to continuous technological innovation, a complete industrial chain, and supportive government policies [3] - Local governments are also reporting strong export performance, with Hunan Province's exports of these products growing by 69.2% in the first four months of 2023 [3] Global Expansion Strategies - Companies are shifting from simple product exports to more comprehensive global strategies, including overseas manufacturing and establishing technology partnerships [4][5] - The hydrogen energy sector is emerging as a new force in exports, with significant investments in projects like a hydrogen energy headquarters in Saudi Arabia [4][5] Future Market Potential - The global demand for renewable energy and environmentally friendly products is expected to drive continued growth in the "New Three Samples" sector [7] - Local governments are actively supporting export initiatives, with plans to double exports of these products by 2024 in regions like Shanxi Province [7] Competitive Advantages - Chinese companies benefit from a complete supply chain in the electric vehicle sector, leading to competitive pricing and technological advancements [8] - Innovations in battery technology and electric vehicle systems position Chinese firms at the forefront of the global market [8]
金利华电(300069) - 300069金利华电投资者关系管理信息20250516
2025-05-16 09:34
3、金利华电新成立的智慧公司是否计划主营为售卖海德利 森的氢能设备和世纪普能的储能设备?谢谢! 证券代码: 300069 证券简称:金利华电 金利华电气股份有限公司投资者关系活动记录表 | 投资者关系活动 | □特定对象调研 分析师会议 □ | | | --- | --- | --- | | 类别 | 业绩说明会 □ 媒体采访 √ | | | | □ 新闻发布会 □ 路演活动 | | | | □ 现场参观 | | | | □ 其他 (请文字说明其他活动内容) | | | 参与单位名称及 | 投资者网上提问 | | | 人员姓名 | | | | 时间 | 年 月 (周五) 下午 2025 5 16 15:00~17:00 | 日 | | 地点 | 公司通过全景网"投资者关系互动平台"(https://ir.p5w.net) | | | | 采用网络远程的方式召开业绩说明会 | | | 上市公司接待人 | 1、董事、总经理王军 | | | 员姓名 | 2、独立董事上官泽明 | | | | 3、财务总监魏枫 | | | | 4、副总经理、董事会秘书马晟 | | | | 投资者提出的问题及公司回复情况 | | | | ...