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宗申动力(001696) - 001696宗申动力投资者关系管理信息20251110
2025-11-10 09:18
Group 1: Company Overview and Strategic Direction - The company is focused on developing its aviation power business and has established a comprehensive layout in the aviation power sector, including piston, hybrid, and turbine power systems [3]. - The company has successfully built two major product systems in the new energy sector: electric drive systems and energy storage, covering various applications such as portable storage and hydrogen energy systems [3]. - The establishment of Chongqing Chenyu Technology Co., Ltd. aims to deepen the company's layout in the aviation power business and enhance its market influence [5]. Group 2: IPO and Financing Plans - The subsidiary Zongshen Aviation has terminated its IPO due to strategic development needs and changes in the capital market environment [2]. - The company plans to continue consolidating and expanding its business in the aviation power sector while seizing opportunities in the low-altitude economy [2]. - There are no disclosed plans for future IPOs or financing arrangements for Zongshen Aviation at this time [14]. Group 3: Market Performance and Investor Relations - The company has maintained a focus on its core business, aiming for steady growth and economic efficiency, while enhancing shareholder returns through high cash dividends [4]. - The company acknowledges the impact of macroeconomic factors, industry policies, and market sentiment on stock price fluctuations [11]. - The company is committed to improving information disclosure and engaging with institutional investors to enhance understanding of its operations [4]. Group 4: Product Development and Innovation - The company has launched a smart lawn mower product and plans to further develop its product layout based on market demand [9]. - The company is actively pursuing high-end, intelligent, and electric product transformations in its robotics sector [8]. - The company has made significant advancements in its industrial robotics sector, with a focus on automation and efficiency improvements [9]. Group 5: Future Growth and Market Strategy - The company aims to create a second growth curve through increased investment in new energy and aviation power sectors [3]. - The company is focused on enhancing its core competitiveness and market influence in the aviation power field [5]. - The company is exploring opportunities in the low-altitude economy and is committed to adapting to the evolving market landscape [2].
Matias Giannini:多方协同,以多元解决方案迈向“净零”之路
Group 1 - The core viewpoint of the forum emphasizes the need for collaboration across the automotive industry to achieve net-zero emissions, as stated by Matias Giannini, CEO of Horse Powertrain [1] - The global automotive industry is undergoing a critical electrification transformation, with the goal of achieving net-zero emissions, although the paths and challenges vary by region [3] - By 2040, it is projected that pure electric vehicles will account for over 50% of global new car sales, raising questions about the future of the remaining 50% of vehicles that will still rely on efficient internal combustion engines or hybrid systems [3] Group 2 - Horse Powertrain aims to provide comprehensive solutions for efficient internal combustion and hybrid systems, leveraging years of technological expertise from Geely and Renault [4] - The company operates five R&D centers and 17 production bases globally, with an annual production capacity of 5 million units, meeting up to 80% of the market demand for hybrid and fuel-powered passenger vehicles [4] - Horse Powertrain showcased its advanced technologies at the 2025 Shanghai Auto Show, including alternative fuel solutions and a future super hybrid concept that integrates engine, motor, transmission, and power electronics into a compact modular unit [4] Group 3 - Matias highlights the importance of collaboration between automakers and powertrain suppliers to accelerate the pace of electrification transformation [5] - The Chinese market is expected to see plug-in hybrid models outpace pure electric models for the first time in 2024, reflecting China's strong innovation capabilities [5] - Horse Powertrain positions China as a core growth engine, aiming to support the country's future development towards achieving net-zero emissions through diverse solutions [5]
专访浩思动力CEO Matias:实现净零目标,不只有纯电一条路径
Di Yi Cai Jing· 2025-04-30 03:57
Core Viewpoint - By 2040, it is expected that 50% of vehicles globally will still rely on efficient internal combustion engines or hybrid systems, indicating that a single solution for achieving net-zero emissions is not feasible due to diverse consumer preferences and regional characteristics [1][2] Company Overview - Haosi Power was officially established in May 2024 as a joint venture between Renault Group and Geely, with Saudi Aramco acquiring a 10% stake in December of the same year [1] - The company is described as a "newly established old brand" as it inherits hybrid and traditional internal combustion engine technologies from Renault and Geely, along with a global factory layout [1] - Haosi Power consists of two business groups: Aurobay from Geely and Horse Technology from Renault [1] Market Position and Strategy - Haosi Power was formed in response to the challenges faced by automakers in transitioning to electrification, recognizing the need for a collaborative approach to hybrid and alternative fuel technologies [2] - Despite a decline in individual automakers' market share for internal combustion engines, Haosi Power integrates multiple automakers' demands, with actual demand for internal combustion engines still on the rise [2] - The company operates five R&D centers and 17 factories globally, employing approximately 19,000 people, with an annual production capacity of 5 million units, covering up to 80% of the global market for hybrid and fuel-powered vehicles [2] Technological Innovation - At the Shanghai Auto Show, Haosi Power showcased its revolutionary "Future Super Hybrid" technology, which integrates the engine, motor, transmission, and power electronics into a compact modular unit compatible with various fuels [3] - This technology is designed for electric vehicle platforms, allowing automakers to develop hybrid models without significant design changes [3] - The first models utilizing this technology are expected to be mass-produced by 2028 [3] Cost Efficiency - In a competitive market, cost competitiveness is crucial for the success of technological advancements and partnerships [4] - Haosi Power is expected to benefit from the economies of scale resulting from the merger of Geely and Renault's power divisions, with the Future Super Hybrid concept projected to save 20% in costs compared to traditional solutions [4]