汽车内饰产品

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合肥经开区:做强龙头做全链条做优生态
Jing Ji Ri Bao· 2025-10-09 08:02
这是合肥经开区新能源汽车产业链协同发展的一个缩影。合肥经开区秉持产业集群化建设的核心理 念,沿着"做强龙头、做厚链条、做优生态"的发展路径,围绕"整车—零部件—后市场"全链条布 局。"我们致力于打造体系完备、协同高效、竞争力强的新能源汽车产业链条,全区已集聚产业链上下 游企业超140家,今年上半年实现产值同比增长25%。"合肥经开区投促局副局长王鹏说。 经济日报记者 梁睿 日前,在合肥经开区延锋云鹤汽车有限公司生产车间里,一台台搭载了座椅主动侧翼支撑、四向无 缝一体式腿托、石墨烯热石按摩等多项领先配置技术的新能源汽车座椅有序下线,延锋云鹤汽车有限公 司副总经理王磊介绍,乘着合肥经开区新能源汽车产业发展的"顺风车",公司已步入发展快车道,预计 今年营收同比增长46%,未来还将规划投入全新标准化工厂,年产能配套70万辆汽车。 产业发展离不开龙头企业"挑大梁"。2020年4月,合肥经开区引入蔚来汽车中国总部落户,全面导 入整车研发、供应链与制造、销售与服务以及能源服务等板块业务。同时,大众汽车集团在合肥经开区 成立首个新能源汽车合资企业,打造集研发、测试、制造、销售、核心零部件配套于一体的全产业链生 态体系,引领6 ...
安利股份:公司产品在比亚迪等主流汽车品牌的部分车型上实现定点、应用
Zheng Quan Shi Bao Wang· 2025-09-11 13:40
人民财讯9月11日电,安利股份(300218)9月11日接受机构调研时表示,公司在汽车内饰品类是后进入 者,但通过近几年的技术攻关与能力建设,目前技术水平和综合竞争优势优良,公司产品在比亚迪 (002594)、丰田、大众、鸿蒙智行系列、小鹏、长城、江淮、奇瑞等主流汽车品牌的部分车型上实现 定点、应用,成效初显。其中部分定点项目预计在2025年下半年或2026年进入量产阶段。 ...
富维股份:关于获得合资品牌客户内饰项目定点的公告
Zheng Quan Ri Bao Zhi Sheng· 2025-08-28 10:48
Group 1 - The company, 富维股份, has received a notification from a well-known joint venture brand manufacturer, indicating that it will be designated as a parts supplier for the manufacturer's vehicle interior products [1] - The announcement was made on the evening of August 28, highlighting the company's role in developing interior products for the client's models [1] - Due to confidentiality requirements, the name of the client cannot be disclosed [1]
富维股份获某合资品牌客户内饰项目定点
Zhi Tong Cai Jing· 2025-08-28 07:57
Core Viewpoint - The company has received a notification from a well-known joint venture brand manufacturer, confirming its role as a parts supplier for interior products for the manufacturer's vehicle models [1] Summary by Relevant Sections - Project Timeline: The project is expected to commence mass production in September 2026, with a total project lifecycle of 8 years [1] - Financial Impact: The total sales amount over the project's lifecycle is projected to be 2.7 billion yuan [1]
富维股份:获合计27亿元知名合资品牌主机厂内饰项目定点
Ge Long Hui A P P· 2025-08-28 07:49
Core Viewpoint - The company, Fuwei Co., Ltd. (600742.SH), has received a notification from a well-known joint venture brand manufacturer to develop interior products for its vehicle models, with an expected total sales amount of 2.7 billion yuan over the project's lifecycle [1] Summary by Categories Project Announcement - The project is set to begin mass supply in September 2026, indicating a long-term engagement with the client [1] - The total sales amount projected for the lifecycle of the project is approximately 2.7 billion yuan [1] Contractual Considerations - The notification does not constitute a sales contract, which implies potential risks such as project delays, changes, suspension, or termination [1] - The new project designation does not reflect the final actual procurement quantities from the client, and actual supply timelines, prices, and quantities will be determined by formal agreements or contracts [1]
安利股份:目前公司在汽车内饰品类技术水平和综合竞争优势优良
Zheng Quan Ri Bao Zhi Sheng· 2025-08-08 11:09
Core Viewpoint - Amway Co., Ltd. announced on August 8 that it has a strong technical level and comprehensive competitive advantage in the automotive interior products category, with increasing service to automotive brands and more designated projects [1] Company Summary - The company has successfully applied its products in models of major automotive brands such as BYD, Toyota, Xiaopeng, Great Wall, Jianghuai, and Chery, showing initial results [1] - The company expresses confidence in its ability to promote a "low base, high growth" development trend in the automotive interior products category in the near future [1]
旷达科技(002516):公司简评报告:汽车内饰主业稳健增长,2024年员工持股首批解锁落地
Donghai Securities· 2025-07-07 12:59
Investment Rating - The report maintains a "Buy" rating for the company, indicating a positive outlook for the stock price in the next six months [1][5]. Core Insights - The company has demonstrated resilience in its core automotive interior business, achieving a revenue of 2.098 billion yuan in 2024, a year-on-year increase of 16.35%, significantly exceeding its target [5]. - The first unlocking phase of the employee stock ownership plan has been completed, with 36 holders unlocking a total of 4.6706 million shares, accounting for 0.32% of the total share capital [5]. - The company is expected to see a recovery in profits in 2025, with a projected net profit of 2.17 billion yuan, reflecting a growth trajectory supported by product structure optimization and the potential of the filter business as a second growth driver [5]. Financial Performance Summary - **Revenue Forecast**: The company’s main revenue is projected to grow from 2.098 billion yuan in 2024 to 2.343 billion yuan in 2025, representing a 12% year-on-year increase [4][6]. - **Net Profit Forecast**: The net profit is expected to rise from 163 million yuan in 2024 to 217 million yuan in 2025, marking a 33% increase [4][6]. - **Earnings Per Share (EPS)**: EPS is forecasted to increase from 0.11 yuan in 2024 to 0.15 yuan in 2025 [4][6]. - **Gross Margin**: The gross margin is expected to stabilize at around 24% from 2025 onwards [4][6]. - **Return on Equity (ROE)**: ROE is projected to improve from 4% in 2024 to 6% in 2025 [4][6]. Business Segment Performance - **Automotive Interior Business**: This segment achieved a revenue of 1.926 billion yuan in 2024, with a year-on-year growth of 20.88%, driven by the recovery in the automotive industry and an increase in orders for new energy vehicle components [5]. - **New Energy Business**: The new energy segment faced challenges, with revenue declining by 17.99% to 172 million yuan in 2024 due to insufficient grid consumption capacity and falling market prices [5]. - **Filter Business**: The company’s filter business is expected to contribute positively as production ramps up, with plans to launch new products in 2025 [5].
安利股份(300218) - 2025年7月4日投资者关系活动记录表
2025-07-04 09:46
Group 1: Revenue and Market Position - As of May 2025, the revenue from functional shoe materials and sofa home products accounts for approximately 70% of total revenue, while other categories contribute about 30% [1] - The company has a strong recognition among both domestic and international brand clients, with a good standing in factory inspection cycles [3] - The company aims for mid-to-high-speed growth in 2025, particularly through partnerships with Nike and Adidas, which are expected to drive significant sales [5] Group 2: Production and Capacity - The production capacity utilization rate is generally good and aligns with order demand, although it may fluctuate due to various factors [2] - Amway Vietnam's current production capacity utilization is around 50%, with plans to launch two additional production lines in the second half of 2025 [4] - The company has an annual production capacity of 70,000 tons for polyurethane resin, with approximately 90% of this being self-supplied for internal use [4] Group 3: Raw Material Pricing and Supply Chain - Raw material prices have shown stability with fluctuations, and the company negotiates natural gas prices biannually [1] - The pricing mechanism for natural gas is divided into two seasons: April to October (off-peak) and November to March (peak) [1]
申达股份: 申达股份2024年年度股东大会会议文件
Zheng Quan Zhi Xing· 2025-06-23 10:20
Core Viewpoint - Shanghai Shenda Co., Ltd. has successfully improved its financial performance in 2024, achieving revenue growth and turning a profit despite facing external challenges such as complex trade relations and rising costs [1][2][3]. Financial Performance - The company reported a total operating revenue of 11.824 billion yuan in 2024, an increase of 1.34% compared to 2023 [1]. - The total profit reached 107 million yuan, a significant increase of 469 million yuan from the previous year [1]. - The company benefited from foreign exchange gains amounting to 115 million yuan, contrasting with losses in the previous year [1]. Business Segments - The automotive interior business generated a profit of 47.5709 million yuan, marking a growth of 49.3 million yuan compared to 2023, primarily due to improved production efficiency and stable costs [1]. - The new materials segment, particularly Shenda Kebo, faced challenges due to the Russia-Ukraine conflict and domestic overcapacity, resulting in a revenue decline of 3.68% to 165 million yuan and a profit drop of 21.58% to 4.3254 million yuan [2]. - The import-export trade segment achieved a revenue of 3.329 billion yuan, a decrease of 2.55% from 2023, but contributed positively to the automotive interior segment [3]. Governance and Compliance - The board of directors conducted regular meetings and adhered to legal and regulatory requirements, ensuring a transparent decision-making process [4][5]. - The independent directors actively participated in the governance process, reviewing significant transactions and ensuring the protection of minority shareholders' rights [4][5][6]. Future Strategy - The company plans to continue its global expansion strategy, enhancing operational efficiency and cost optimization while focusing on technological innovation [6][7]. - The projected operating revenue for 2025 is set at 10 billion yuan, with operating costs estimated at 9.95 billion yuan [7].