电控硅油离合器风扇总成

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雪龙集团优化海外市场布局 积极寻找业绩新增量
Zheng Quan Ri Bao Zhi Sheng· 2025-05-14 16:09
Core Viewpoint - Xuelong Group has demonstrated steady growth in its financial performance for Q1 2025, driven by strategic initiatives and market trends in the commercial vehicle sector [1][2]. Financial Performance - In Q1 2025, Xuelong Group achieved revenue of 104 million yuan, representing a year-on-year increase of 2.60% - The net profit attributable to shareholders, excluding non-recurring gains and losses, was 15.8733 million yuan, up 12.39% year-on-year [1]. Strategic Initiatives - The company is actively advancing the construction of the Beilun new base project and expanding its presence in the new energy sector through external investments [1]. - Xuelong Group has established a dedicated R&D team focused on technological breakthroughs in high-pressure motors and control systems for cooling fans used in new energy commercial vehicles [2]. Market Trends and Opportunities - The full implementation of the National VI emission standards is expected to accelerate technological upgrades in commercial vehicles, increasing demand for energy-saving components like the electric fan assembly [2]. - Each new energy electric heavy truck typically requires 4 to 9 electric fan assemblies, while electric light trucks require 2, indicating a significant market potential for Xuelong Group's products [2]. International Expansion - The company plans to enhance its overseas market research efforts and steadily advance its international strategy to identify new revenue streams [3]. - Xuelong Group aims to extend its industrial layout through external investments, seeking breakthroughs in the precise extension of its supply chain [3]. Competitive Position - Xuelong Group possesses certain technological barriers within the industry, and the ongoing development of the new energy commercial vehicle market presents substantial opportunities for market share expansion [3].
雪龙集团(603949.SH):自主设计的低压电动风扇总成产品,性能对标国外竞品
Ge Long Hui· 2025-05-14 08:26
格隆汇5月14日丨雪龙集团(603949.SH)在业绩说明会上表示,在行业政策方面:国六排放标准实施推动 商用车技术升级,公司的电控硅油离合器风扇总成作为节能减排的关键部件,需求将持续增长。在新能 源商用车发展方面:新能源商用车市场快速增长,公司的储备项目电动风扇总成,作为核心部件,市场 空间广阔,单车配套价值上升,有利于业绩增长。针对新能源商用车,公司自主设计的低压电动风扇总 成产品,性能对标国外竞品,目前已具备批量生产能力。低压电动风扇总成应用于新能源纯电动重卡、 新能源纯电动轻卡、新能源纯电动工程机械等领域。以新能源电动重卡为例,平均每辆车配套4个至9个 电动风扇总成,是燃油重卡配套电控硅油离合器风扇总成的单车配套价值的2-4倍;新能源纯电动轻卡 平均每辆车配套2个电动风扇总成,是传统燃油轻卡配套硅油离合器风扇总成的单车配套价值的2-4倍。 同时,公司组建专项研发团队对新能源商用车冷却风扇用高压电机及其控制系统设计、制造等方面进行 技术突破,产品市场应用前景广阔。在市场开拓方面:公司将加大海外市场调研力度,稳步推进国际化 战略,积极寻找业绩新增量。在经营管理方面:公司将聚焦产品质量、效率提升、节能降耗等 ...