汽车自动变速器摩擦片

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2025年中国汽车自动变速器摩擦片行业相关政策、产业链、市场规模、竞争格局及发展前景:汽车自动变速器摩擦片市场规模达65.7亿元,国产替代加速推进[图]
Chan Ye Xin Xi Wang· 2025-08-26 01:28
内容概况:汽车自动变速器摩擦片作为实现自动变速器传动功能的关键核心部件,其技术水平直接影响 着自动变速器的整体性能表现。我国在汽车自动变速器摩擦片领域起步较晚,长期以来市场关注度不 足,国际巨头凭借先发优势垄断了大部分市场份额,导致国内缺乏能与国外大型企业相抗衡的自主品 牌。然而近年来,以林泰新材为代表的本土企业通过持续的技术攻关和自主创新,成功突破了多项关键 技术瓶颈,有效打破了国外企业的市场垄断,显著提升了国产汽车自动变速器摩擦片的整体竞争力,带 动了整个行业规模的快速扩张。数据显示,中国汽车自动变速器摩擦片市场规模已从2021年的53.64亿 元稳步增长至2024年的63.47亿元,实现了5.77%的年均复合增长率。随着汽车产业链自主可控战略的深 入推进,国产自动变速器摩擦片的市场规模有望继续保持增长态势,预计2025年将达到65.74亿元,展 现出良好的发展前景。 相关上市企业:林泰新材(920106)、旺成科技(830896)、金麒麟(603586)、首钢股份 (000959)、中信特钢(000708)、东方盛虹(000301)、蓝晓科技(300487)、中国巨石 (600176)、中材科技(002 ...
晓数点丨4月十大牛股出炉:联合化学逾159%涨幅问鼎榜首
Di Yi Cai Jing· 2025-05-01 02:39
Core Viewpoint - The top-performing stocks in April include United Chemical and Guofang Group, with significant price increases of 159.09% and 117.10% respectively, amidst a general market decline [1][3]. Stock Performance Summary - **United Chemical**: Achieved a cumulative increase of 159.09% in April, with two trading days recording a 20% limit up. The company reported a revenue of 535 million yuan for 2024, a 24.80% increase year-on-year, and a net profit of 56.43 million yuan, up 66.81% [5]. - **Guofang Group**: Experienced a 117.10% increase, despite multiple risk warnings. The company reported a revenue of 757 million yuan for 2024, a 21.92% decrease, and a net profit of 58.01 million yuan, down 63.23% [6]. - **Hongbaoli**: Recorded a 104.27% increase, with eight trading days hitting the limit up. The company is undergoing technical modifications for its epoxy propylene project, which has not yet generated sales revenue [7]. - **ST Yushun**: Increased by 88.49%, with 16 trading days hitting the limit up. The company announced a significant asset restructuring involving a data center project [8]. - **Zhongqi New Materials**: Achieved an 85.72% increase, with a major share transfer that changed its controlling shareholder [9]. - **Lintai New Materials**: Increased by 84.94%, reporting a revenue of 101 million yuan for Q1 2025, a 107.43% increase, and a net profit of 38.36 million yuan, up 287.62% [10]. - **Wancheng Group**: Increased by 82.79%, reporting a revenue of 10.821 billion yuan for Q1 2025, a 124.02% increase, and a net profit of 215 million yuan, up 3344.13% [11][12]. - **Anji Food**: Increased by 76.69%, with a revenue of 607 million yuan for 2024, a 4.06% decrease, and a net profit of 38.33 million yuan, up 23.29% [13]. - **Leshan Electric Power**: Increased by 71.69%, with multiple risk warnings regarding high stock price increases [14]. - **Redick**: Increased by 70.20%, with ongoing uncertainty regarding its acquisition activities [15].