电控

Search documents
技术优势突出 ,三年营收翻三倍!国产电驱动龙头联合动力上市在即
Ge Long Hui· 2025-09-17 05:05
创业板即将迎来又一家高景气赛道的重磅龙头企业上市。 近日,苏州汇川联合动力系统股份有限公司(下文简称"联合动力"或"公司")披露招股意向书等文件, 正式启动发行。这意味着,A股市场即将迎来一家在新能源汽车动力系统领域具备全球竞争力的龙头企 业。 联合动力成立于2016年,专注于新能源汽车电驱系统与电源系统的研发、生产和销售,主要产品包括电 机、电控、多合一驱动总成、车载充电机、DC/DC转换器等关键部件。公司凭借深厚的技术积累与精 准的战略布局,已迅速成长为国内第三方电驱动系统供应商中的领军企业。 一、黄金赛道迎来爆发,联合动力已成行业领头羊 当前,新能源汽车行业迎来全球性的历史机遇。在"双碳"目标推动下,各国政府持续推出支持政策,消 费者接受度不断提高,电动汽车渗透率快速提升。 招股书披露,2022年至2024年,我国新能源汽车产销量年复合增长率均超过35%,而新能源乘用车驱动 总成装机量的年复合增长率更是高达47.73%,增速显著高于整车市场,显示出核心零部件环节的强劲 需求。 其中,动力系统作为新能源汽车的"心脏",直接影响整车的性能、安全与能效。随着电动汽车从政策驱 动转向市场驱动,主机厂对第三方供应 ...
潍柴动力:今年上半年公司新能源动力业务实现收入12.1亿元
Zheng Quan Ri Bao· 2025-09-16 12:16
证券日报网讯潍柴动力9月16日发布公告,在公司回答调研者提问时表示,国内商用车及工程机械行业 的新能源渗透率不断提高,公司也已做好新能源动力业务的充分布局。今年上半年,公司新能源动力业 务实现收入12.1亿元,同比增长37%。在此基础上,公司下半年将加速市场开拓与产品交付,预计全年 业务收入实现同比翻番以上增长。从产品布局角度而言,公司已完成电池、电机、电控等产品的全面布 局,产品性能居于行业领先地位;从客户拓展角度而言,公司已实现集团内外客户的全面对接,配套率 实现持续提升。 (文章来源:证券日报) ...
科技创新周启幕 法士特共绘智慧农业新蓝图
Zhong Guo Qi Che Bao Wang· 2025-09-16 02:14
Core Insights - The event "Intelligent New Ecology, Green New Future" marks the launch of Fast Group's seventh Technology Innovation Week and the brand release of intelligent agricultural machinery, emphasizing the importance of innovation and industry transformation [3][5]. Group 1: Company Overview - Fast Group is recognized as a global leader in automotive transmission systems and high-end equipment manufacturing solutions, showcasing its technological strength and industry position [5]. - The company is entering the intelligent agricultural machinery sector, demonstrating its commitment to breaking foreign brand monopolies and promoting domestic agricultural machinery autonomy [5][9]. Group 2: Product Development - Fast Group has developed a range of intelligent agricultural machinery products designed with platform, modular, and green concepts, supporting the high-end, intelligent, and green development of agricultural equipment [9][19]. - The newly launched products include advanced power machinery and harvesting machinery, featuring high-efficiency transmission technology that enhances operational efficiency and reduces fuel consumption [21][27]. Group 3: Technological Innovations - The company has introduced several industry-leading products, including a CVT (Continuously Variable Transmission) for agricultural machinery, which achieves a 30% increase in overall efficiency and a 31.8% reduction in fuel consumption [21][24]. - Fast Group's new energy agricultural machinery power assembly utilizes advanced energy management strategies, achieving over 37% fuel savings and reducing component count by 20% [24]. Group 4: Collaboration and Research - Fast Group has established the Intelligent Agricultural Machinery Transmission Research Institute in collaboration with Xi'an Jiaotong University and Northwest A&F University, aiming to overcome key technological challenges in intelligent agricultural machinery [31][34]. - The company is actively building partnerships with various manufacturers to promote high-quality development in the agricultural machinery industry [35]. Group 5: Future Vision - Fast Group is committed to accelerating the incubation of original, leading, and forward-looking research results, contributing to the upgrade of China's automotive industry and local economic development [40].
潍柴动力:公司已做好新能源动力业务的充分布局
Zheng Quan Ri Bao Zhi Sheng· 2025-09-02 11:43
Core Viewpoint - Weichai Power announced on September 2 that it is well-prepared for the increasing penetration of new energy in the domestic commercial vehicle and construction machinery industries, expecting significant revenue growth in the second half of the year [1] Group 1: Business Performance - The company reported a notable increase in business revenue in the first half of the year and anticipates more than a doubling of annual revenue compared to the previous year [1] - The company plans to accelerate market expansion and product delivery in the second half of the year [1] Group 2: Product Development - Weichai Power has completed a comprehensive layout of products including batteries, motors, and electronic controls, with product performance leading the industry [1] Group 3: Customer Expansion - The company has achieved comprehensive connections with both internal and external customers, resulting in a continuous increase in the matching rate [1]
新特电气:公司有变频用变压器、电抗器等产品线
Zheng Quan Ri Bao· 2025-08-27 11:41
Group 1 - The company, New Special Electric, has a diverse product line including variable frequency transformers, reactors, power transformers, electric control systems, PCS, and integrated energy storage systems for commercial and industrial use [2] - The products are applicable in various sectors such as electricity, energy efficiency, renewable energy (wind, solar, energy storage, nuclear, hydropower), and new infrastructure (rail transit, data centers) [2] - The company is closely monitoring the construction progress and demand for hydropower projects downstream of the Yarlung Tsangpo River [2]
双林股份股价下跌3.65% 公司披露人形机器人产品进展
Jin Rong Jie· 2025-08-08 19:32
Group 1 - As of August 8, 2025, the stock price of Shuanglin Co., Ltd. closed at 46.73 yuan, down by 1.77 yuan, representing a decline of 3.65% from the previous trading day [1] - The trading volume on that day was 1.571 billion yuan, with a turnover rate of 6.01% [1] - Shuanglin Co., Ltd. specializes in manufacturing automotive components, including key parts such as motors, electronic controls, and reducers [1] Group 2 - The company has recently expanded into the humanoid robotics sector, focusing on the development of planetary roller screw and joint modules [1] - Shuanglin Co., Ltd. has successfully developed planetary roller screws for humanoid robots and ball screws and joint modules for dexterous hands, currently in the verification stage with several clients [1] - As of August 8, 2025, the net outflow of main funds was 144 million yuan, while the net inflow over the past five days was 70.35 million yuan [1]
山东重工新能源重卡半年销2.4万辆!潍柴/重汽/陕汽实力如何?
第一商用车网· 2025-07-18 06:56
Core Viewpoint - The rapid growth of the new energy heavy truck industry, with Shandong Heavy Industry Group reporting a 242% year-on-year increase in new energy heavy truck sales to 24,000 units in the first half of 2025, highlights the company's strong technological foundation and product matrix in the new energy sector [1]. Group 1: Technological Advancements - Shandong Heavy Industry's Weichai Power provides comprehensive power solutions for new energy vehicles, with over 100 battery products ranging from 2-1000 kWh, more than 30 motor products with power from 60-600 kW, and over 20 electronic control products rated at 100-350 kW [1]. - The company has developed a robust product matrix covering all scenarios and technical routes, including electric, hybrid, and hydrogen fuel technologies, with China National Heavy Duty Truck achieving full series coverage in new energy products [2]. - Shaanxi Automobile's revolutionary new energy 2.0 products feature fully autonomous three-electric systems, setting new industry benchmarks for vehicle economy and reliability [4]. Group 2: Market Performance and Expansion - Shandong Heavy Industry has successfully addressed the core pain points of range anxiety in new energy commercial vehicles, achieving significant weight reduction and improved range through innovations like the dual-motor two-speed electric drive bridge [6]. - The company's new energy products are gaining traction both domestically and internationally, with notable achievements including the delivery of 200 new energy light trucks in Shanghai and a record order of 895 pure electric buses to Chile [6]. - The establishment of a 50 GWh new energy power industry park in Weichai (Yantai) signifies the company's commitment to advancing its new energy business and driving a green transformation in the industry [7].
英搏尔拟2.39亿元出售汽车研发子公司,押注低空经济寻求“第二增长曲线”
Hua Xia Shi Bao· 2025-07-05 05:32
Core Viewpoint - The company, Yingboer, plans to sell its wholly-owned subsidiary, Zhuhai Dingyuan New Energy Electric Research Institute, for 239 million yuan to optimize its asset structure and enhance operational efficiency while reallocating funds to key business areas such as new energy vehicles and low-altitude economy [1][3][6]. Group 1: Company Strategy - The sale of Zhuhai Dingyuan is intended to improve Yingboer's asset structure and operational efficiency, as its research functions have been covered by the company's own R&D department [3]. - The funds from the sale will primarily be used for daily operations, including production line construction and increased R&D investment in critical areas like new energy vehicles and low-altitude economy [1][6]. - Yingboer has positioned the low-altitude economy as its "second growth curve," indicating a strategic shift towards this emerging sector [2][6]. Group 2: Low-altitude Economy Development - Yingboer has established strategic partnerships with leading companies in the low-altitude economy, including EHang Intelligent, to develop eVTOL (electric vertical takeoff and landing) products and systems [4][5]. - The company aims to achieve significant milestones in the low-altitude sector, including the mass delivery of eVTOL components and the development of electric propulsion systems for various aircraft models [6][7]. - The domestic low-altitude economy is still in its early stages, requiring substantial investment in R&D across the industry [6][8]. Group 3: Market Position and Technology - Yingboer's core business involves the R&D and production of electric drive and power systems, with a focus on electric propulsion systems for eVTOL aircraft [7]. - The company claims a technological advantage with its "integrated core" technology, which enhances power density by 20%-30% compared to industry averages, making it suitable for eVTOL applications [8]. - The domestic eVTOL market is competitive, with various companies, including Yingboer, racing to develop electric propulsion systems, which are critical components of eVTOL aircraft [9][10].
直击股东大会|格力钛成格力电器投资者关注重点 董明珠是怎么回应的?
Mei Ri Jing Ji Xin Wen· 2025-06-30 15:47
Core Viewpoint - The focus of the Gree Electric Appliances 2024 annual shareholder meeting was on Gree Titanium New Energy Co., Ltd., a subsidiary that has recently faced challenges, including the judicial freeze of its 100% stake in Zhuhai Guangtong Automobile Co., Ltd. [1][3] Group 1: Gree Titanium's Developments - Gree Titanium has resolved many issues since being managed by Fang Xiangjian, who was appointed in September last year, and has shifted focus to profitable sectors [3][4] - The company has eliminated unprofitable business lines, specifically the lithium iron phosphate battery segment, and is concentrating on lithium titanate, energy storage, and new energy vehicles [3][4] - Gree Titanium has undergone personnel optimization, reducing its workforce to just over 2,000 employees, aiming to transform them into a highly efficient team [3][4] Group 2: Leadership and Management Changes - Dong Mingzhu emphasized the importance of leadership in addressing corporate challenges and noted that Gree Titanium has made significant progress in the past year [4][5] - Zhang Wei, the new president of Gree Electric, highlighted his focus on product sales, quality, team building, and talent development, while maintaining the company's core values [5] - Gree Electric's overseas sales, particularly in the Middle East and Southeast Asia, account for nearly 70% of its export revenue, with positive reception in the Canadian market for its heat pumps [5]
和而泰(002402) - 002402和而泰投资者关系管理信息20250620
2025-06-20 11:24
Group 1: Company Overview and Financial Performance - In 2024, the company achieved a revenue of 9.659 billion CNY despite a complex global economic environment [3] - The company has seen steady growth across its business segments, with a focus on market penetration and customer share [4] Group 2: Business Segment Developments - The home appliance segment has expanded, with increased product penetration and customer share [4] - The automotive electronics segment is focusing on smart cockpit and energy management, with a diverse product line including HOD controllers and thermal management systems [4] - The intelligent product segment leverages advanced technologies like big data and AI, enhancing its solution offerings [4] Group 3: Profitability and Operational Strategy - The company is enhancing cost management and operational efficiency, aiming for improved gross margins and operational quality [5][6] - Future strategies include strengthening customer relationships, expanding market reach, and optimizing internal structures to enhance resilience [6] Group 4: Q&A Insights - The growth of the automotive electronics business is driven by long-term orders and new customer acquisitions [7] - The company has established overseas production bases in Vietnam, Italy, Romania, and Mexico to meet expanding capacity needs [8] - The home appliance business growth is attributed to increased market share with major clients like Haier and Xiaomi [10] - The impact of tariff policies on the company is limited due to the nature of its export markets and pricing strategies [10]