重卡变速器业务，包括AMT自动变速器、重卡混动系统、纯电动驱动系统 等产品，相关产品已配套客户车型逐步量产上市，产销量将不断增长。 4、公司非公路传/驱动系统业务情况 证券代码：002434 证券简称：万里扬 浙江万里扬股份有限公司投资者关系活动记录表 编号：2025-006 | 投资者关系活动 | ■特定对象调研 □分析师会议 | | --- | --- | | 类别 | □媒体采访 □业绩说明会 | | | □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 | 东兴证券 李金锦 | | 人员姓名 | | | 时间 | 2025 年 8 月 4 日 | | 地点 | 公司金华基地 | | 上市公司接待人 | 财务总监、董事会秘书 张雷刚 | | 员姓名 | 战略中心主任 徐万洪 | | | 1、介绍公司经营情况 | | | 答：公司业务包括汽车零部件业务和新型储能业务。 | | | 汽车零部件业务主要为汽车传动驱动系统产品的研发、生产和销售，产品 | | | 覆盖乘用车市场、商用车市场、新能源汽车市场。同时，公司着力发展非公路 | | ...

Core Viewpoint - Zhongfu Industrial (600595.SH) is a pioneer in the green, intelligent, and digital transformation of the domestic aluminum industry, particularly focusing on green development through initiatives like 500,000 tons/year of green low-carbon hydropower aluminum and distributed photovoltaic projects [1][2] Group 1: Project Developments - The company’s subsidiary, Sichuan Zhongfu, signed an investment cooperation agreement with Penghui Energy to build a large-scale user-side energy storage project in Guangyuan Economic and Technological Development Zone, which includes a first phase of 100MW/400MWh and a second phase of 300MW/600MWh [1] - The first phase will become the largest user-side energy storage project in the country, significantly enhancing both companies' brand influence and market voice in the green energy sector [1] Group 2: Policy and Market Impact - Recent national and provincial policies supporting new energy and storage development will enhance the peak-shaving capacity of the North Sichuan power grid, alleviating power shortages during peak summer periods and ensuring stable energy supply for the company’s aluminum production [2] - The project aligns with local government policies and has received strong support, indicating a promising outlook for the company’s energy supply stability in Guangyuan [2] Group 3: Future Collaborations and Innovations - Sichuan Zhongfu and Penghui Energy will collaborate on solid-state battery research and efficient discharge technology for traditional storage, aiming to create a second growth curve while accumulating low-carbon technologies and developing low-carbon products [2] - The company is also advancing another integrated source-grid-load-storage project in Henan, which is set to install approximately 22.98MWp of photovoltaic capacity by the end of May 2025 [2]

Group 1: Company Overview - The company operates in two main business segments: automotive parts and new energy storage [1] - The automotive parts segment includes the R&D, production, and sales of transmission and drive system products for passenger vehicles, commercial vehicles, and new energy vehicles [1] - The new energy storage segment focuses on power-side storage power stations, grid-side independent storage power stations, user-side storage power stations, and electricity trading [1] Group 2: Passenger Vehicle Transmission Business - In 2024, the company's direct export sales of passenger vehicle transmission products saw a significant year-on-year increase [2] - The company is actively developing overseas clients to sustain revenue growth from international markets [2] - There is a strong push for electric vehicle (EV) reducers and related products, contributing to increasing sales [2] Group 3: Commercial Vehicle Transmission Business - The light truck transmission business is expanding with a focus on both manual and electric products, including P2 and PS hybrid systems [2] - The heavy truck transmission business includes AMT automatic transmissions and pure electric drive systems, with production and sales expected to grow as client models are launched [2] Group 4: New Energy Storage Business - The company has operational independent storage power stations in Zhaoqing, Guangdong (100MW/200MWh) and Yiwu, Zhejiang (100MW/200MWh) [3] - These projects leverage the company's extensive experience in design, integration, construction, and operation within the energy storage sector [3] - New project developments are underway in Guangdong, Hainan, and Zhejiang provinces to further enhance the new energy storage business [3] Group 5: Robotics Components Business - A dedicated team for the industrialization of robotic reducers has been established to enhance product offerings [4] - The company is focusing on the development and integration of harmonic reducers and planetary reducers to improve market share [4]

插播 ：TOP10花落谁家？2024-2025用户侧储能项目TOP10榜单征集进行时，点击 上方二维码 进行申报 近期，10大用户侧储能项目投运，场景覆盖工厂、产业园区、酒店等，其中光储/光储充微电网项目4个，多个项目创"最大"、"首个"，涵盖江苏最 大工业园区级微电网项目。 ■ 利星能：低碳智能微电网项目投运 近日，由利星能投建的鄱阳低碳智能微电网项目正式投运。项目位于 江西鄱阳 ， 占地面积约 16万㎡ ，总投资 2.3亿 元 ，覆盖光伏发电、智能储 能、柔性配电等全链条场景。 近期， 由常州滨湖建设发展集团与常州供电公司合建、 煦达新能源承建的 常州武进国家高新技术产业开发区创新产业园微电网项目投运。 该项目 为 江苏省规模最大的工业园区级 微电网 项目。 该项目通过" 光伏+储能+充电+虚拟电厂 "四维一体设计，实现园区绿电自给率 85% 、年减碳 7585 吨，为工业园区低碳转型提供可复制的技术范 式。 作为中国首个全自主技术工业级微电网标杆工程，煦达以"零碳供能+车网互动+多元储能"为核心，用 5MW/10MWh 储能系统、112kWp光伏直供 电车棚、25枪智能V2G超充矩阵三大硬核基建，破解了 ...