资料显示，重庆新铝时代科技股份有限公司位于重庆市涪陵区龙桥镇龙港大道468号，成立日期2015年 12月18日，上市日期2024年10月25日，公司主营业务涉及新能源汽车电池系统铝合金零部件的研发、生 产和销售。主营业务收入构成为：电池盒箱体86.26%，其他(补充)8.10%，精密结构件5.46%，其他产品 0.17%。 9月25日，新铝时代跌1.28%，成交额8640.31万元。两融数据显示，当日新铝时代获融资买入额1046.39 万元，融资偿还1190.66万元，融资净买入-144.27万元。截至9月25日，新铝时代融资融券余额合计1.97 亿元。 融资方面，新铝时代当日融资买入1046.39万元。当前融资余额1.97亿元，占流通市值的10.31%。 融券方面，新铝时代9月25日融券偿还0.00股，融券卖出0.00股，按当日收盘价计算，卖出金额0.00元； 融券余量0.00股，融券余额0.00元。 机构持仓方面，截止2025年6月30日，新铝时代十大流通股东中，博时主题行业混合（160505）位居第 一大流通股东，持股56.20万股，为新进股东。 责任编辑：小浪快报 截至9月19日，新铝时代股东户数1. ...

证券代码：301613 证券简称：新铝时代 车电池系统关键零部件产品的同步开发，并可持续供应性能优 异、质量稳定的产品，在产品一致性和稳定性方面形成了较强的 壁垒。经过多年的发展，公司在产品开发、产品交付、产品性能、 核心技术、客户结构等方面都具备竞争优势。除此之外，公司拥 有铝合金材料研发、产品设计、先进生产工艺以及规模化生产的 全产业链一体化业务体系，产业链完整覆盖上游熔铸、中游铝合 金挤压、下游深加工并配套工装模具。公司正持续进一步丰富和 优化公司产品结构，并积极开发新能源下游行业所需的关键零部 件新产品，为客户提供更加丰富全面的产品矩阵。感谢您的关注！ 重庆新铝时代科技股份有限公司 投资者关系活动记录表 编号：20250925 | | □特定对象调研 □分析师会议 | | | --- | --- | --- | | 投资者关系活动类 | □媒体采访 业绩说明会 ☑ | | | 别 | □新闻发布会 □路演活动 | | | | □现场参观 | | | | □其他 | | | 参与单位名称及人 | 线上参与重庆辖区上市公司2025年投资者网上集体接待日暨半 | | | 员姓名 | 年度业绩说明会的投资者 ...

证券日报网讯新铝时代9月25日在互动平台回答投资者提问时表示，公司主要从事新能源汽车电池系统 铝合金零部件的研发、生产和销售，拥有铝合金材料研发、产品设计、先进生产工艺以及规模化生产的 完整业务体系。公司主要产品为电池盒箱体，并已在储能电池领域具备相应的技术储备和产品研发布 局。公司正持续进一步丰富和优化公司产品结构，并积极开发新能源下游行业所需的关键零部件新产 品，为客户提供更加丰富全面的产品矩阵。 （文章来源：证券日报） ...

新铝时代（301613.SZ）9月25日在投资者互动平台表示，公司主要从事新能源汽车电池系统铝合金零部 件的研发、生产和销售，拥有铝合金材料研发、产品设计、先进生产工艺以及规模化生产的完整业务体 系。公司主要产品为电池盒箱体，并已在储能电池领域具备相应的技术储备和产品研发布局。公司正持 续进一步丰富和优化公司产品结构，并积极开发新能源下游行业所需的关键零部件新产品，为客户提供 更加丰富全面的产品矩阵。关于公司最新产品情况及业务进展，请关注公司在巨潮资讯网上已披露的相 关信息。 （文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：请问公司有无储能装置电池盒相关的技术储备和产品 研发？ ...

资料显示，重庆新铝时代科技股份有限公司位于重庆市涪陵区龙桥镇龙港大道468号，成立日期2015年 12月18日，上市日期2024年10月25日，公司主营业务涉及新能源汽车电池系统铝合金零部件的研发、生 产和销售。主营业务收入构成为：电池盒箱体86.26%，其他(补充)8.10%，精密结构件5.46%，其他产品 0.17%。 截至9月19日，新铝时代股东户数1.30万，较上期减少1.38%；人均流通股2755股，较上期增加1.39%。 2025年1月-6月，新铝时代实现营业收入15.44亿元，同比增长68.82%；归母净利润1.40亿元，同比增长 37.33%。 融券方面，新铝时代9月24日融券偿还0.00股，融券卖出0.00股，按当日收盘价计算，卖出金额0.00元； 融券余量0.00股，融券余额0.00元。 9月24日，新铝时代涨0.45%，成交额7705.50万元。两融数据显示，当日新铝时代获融资买入额1129.49 万元，融资偿还555.90万元，融资净买入573.59万元。截至9月24日，新铝时代融资融券余额合计1.98亿 元。 融资方面，新铝时代当日融资买入1129.49万元。当前融资余额1.98亿元 ...

融券方面，新铝时代9月22日融券偿还0.00股，融券卖出0.00股，按当日收盘价计算，卖出金额0.00元； 融券余量0.00股，融券余额0.00元。 资料显示，重庆新铝时代科技股份有限公司位于重庆市涪陵区龙桥镇龙港大道468号，成立日期2015年 12月18日，上市日期2024年10月25日，公司主营业务涉及新能源汽车电池系统铝合金零部件的研发、生 产和销售。主营业务收入构成为：电池盒箱体86.26%，其他(补充)8.10%，精密结构件5.46%，其他产品 0.17%。 截至9月10日，新铝时代股东户数1.32万，较上期增加4.35%；人均流通股2717股，较上期减少4.17%。 2025年1月-6月，新铝时代实现营业收入15.44亿元，同比增长68.82%；归母净利润1.40亿元，同比增长 37.33%。 9月22日，新铝时代跌0.04%，成交额7272.03万元。两融数据显示，当日新铝时代获融资买入额587.71 万元，融资偿还776.37万元，融资净买入-188.66万元。截至9月22日，新铝时代融资融券余额合计1.99 亿元。 分红方面，新铝时代A股上市后累计派现9589.42万元。 融资方面，新铝时 ...

9月10日，新铝时代涨1.01%，成交额1.72亿元。两融数据显示，当日新铝时代获融资买入额1203.56万 元，融资偿还1553.58万元，融资净买入-350.03万元。截至9月10日，新铝时代融资融券余额合计2.01亿 元。 融资方面，新铝时代当日融资买入1203.56万元。当前融资余额2.01亿元，占流通市值的9.95%。 融券方面，新铝时代9月10日融券偿还0.00股，融券卖出0.00股，按当日收盘价计算，卖出金额0.00元； 融券余量0.00股，融券余额0.00元。 资料显示，重庆新铝时代科技股份有限公司位于重庆市涪陵区龙桥镇龙港大道468号，成立日期2015年 12月18日，上市日期2024年10月25日，公司主营业务涉及新能源汽车电池系统铝合金零部件的研发、生 产和销售。主营业务收入构成为：电池盒箱体86.26%，其他(补充)8.10%，精密结构件5.46%，其他产品 0.17%。 截至8月29日，新铝时代股东户数1.27万，较上期增加5.74%；人均流通股2836股，较上期减少5.43%。 2025年1月-6月，新铝时代实现营业收入15.44亿元，同比增长68.82%；归母净利润1.40亿元， ...

Core Viewpoint - The company has experienced significant revenue growth due to increased orders for battery box enclosures, with a 68.82% year-on-year increase in revenue for the first half of the year [1]. Group 1: Revenue and Client Relationships - The company has signed long-term supply agreements with major clients such as CATL, Zhongchuang Xinhang, Yutong, and Xugong New Energy, which has improved dependency on large customers [1]. - Major clients including BYD, CATL, and Geely have stable mass production orders, indicating a strong market position [1]. Group 2: Profitability and Cost Management - The gross margin decreased in the first half of the year due to market pressure leading to price reductions, aligning with the "volume up, price down" trend [1]. - The company has implemented cost reduction and efficiency improvement measures across labor efficiency, auxiliary material usage, and material procurement costs to mitigate the impact of price declines [1]. Group 3: Financial Expenses and Strategic Acquisitions - Financial expenses increased in the first half of the year primarily due to the company's increased use of debt instruments for factoring [2]. - The acquisition of Honglian Electronics is a key strategic move aimed at expanding the company's operations and product market, leveraging the synergy between materials and precision manufacturing [2]. Group 4: Investment Projects - Several investment projects, including the "Annual Production of 800,000 Sets of Lightweight High-Strength New Energy Vehicle Parts" and "New Aluminum Era Automotive Lightweight Parts Project," are progressing as planned [3]. - The "Aluminum Alloy Recycling Project" aims to enhance the supply of high-end aluminum materials, although mass production remains uncertain [3].

Revenue and Client Dependency - The company's revenue increased by 68.82% year-on-year in the first half of the year, primarily due to an increase in battery box orders [3] - Long-term supply agreements have been signed with major clients such as CATL, Zhongxin Aviation, Yutong, and XCMG, significantly improving client dependency issues [3] Profitability and Financial Performance - The company's gross margin decreased due to market pressure leading to price reductions, aligning with the "volume up, price down" market trend [3] - Financial expenses rose primarily due to increased debt certificate factoring [3] Strategic Acquisitions - The acquisition of Honglian Electronics is part of the company's strategic development, focusing on high-precision aluminum products for the new energy vehicle sector [4] - The core product of Honglian Electronics includes a super high-precision pivot, which has applications in the robotics field [4] Investment Projects 1. Lightweight High-Strength New Energy Vehicle Components Project - Located in Nanchuan District, Chongqing, this project aims to produce 800,000 sets of lightweight high-strength components, enhancing product structure and market share [7] 2. New Aluminum Era Automotive Lightweight Components Project - This project will serve as the management headquarters and R&D center, focusing on components for new energy vehicles and 3C products [7] 3. Chongqing Qijiang New Aluminum Era Aluminum Alloy Recycling Project - This project aims to build 80,000 tons of high-end aluminum rods and 40,000 tons of extruded profiles, enhancing upstream supply capabilities [8] Risk Considerations - Currently, the company is in the product development stage for aluminum body and robotics sectors, with no confirmed orders, leading to uncertainty regarding mass production [5][10] - Investors are advised to exercise caution and be aware of potential risks associated with ongoing projects [6][10]

Core Insights - The company achieved total revenue of 1.54 billion in the first half of 2025, representing a year-on-year growth of 68.8%, and a net profit attributable to shareholders of 140 million, up 37.3% year-on-year [1] - In Q2 2025, total revenue reached 914 million, reflecting a year-on-year increase of 68.1%, with a net profit of 90 million, marking a 49.8% year-on-year growth [1] Battery Box Business - The battery box business is the core growth driver, benefiting from industry prosperity, technological barriers, and high-quality clients, leading to significant revenue growth [1] - The increasing penetration rate of new energy vehicles drives demand for battery boxes, with a "one vehicle, one configuration" characteristic enhancing the value per vehicle [1] - The company has developed key technologies such as high-performance aluminum alloy research, digital extrusion, and FSW welding, allowing for adaptability across multiple product generations and applications [1] - The client base has expanded from early partnerships with BYD to include CATL, Yutong, and XCMG, enhancing revenue resilience [1] Cell Shell Business - The cell shell business is expected to achieve structural growth driven by innovation and collaboration with the main business [2] - The demand for cell shells is increasing due to the promotion of integrated technologies like CTP/CTB, which enhance safety and consistency [2] - The company leverages its material and process advantages from the battery box business to offer customized high-performance products, creating a technological barrier [2] Precision Structural Components Business - The precision structural components business is crucial for opening a second growth curve through diverse applications and new business breakthroughs [3] - The company has expanded into the 3C consumer electronics sector through the acquisition of Honglian Electronics, serving major clients like Dell and Lenovo [3] - The focus on high-strength materials in the robotics sector and collaboration with leading global clients positions the company for long-term growth [3] Valuation and Investment Recommendation - The average PE ratio for comparable automotive parts companies in 2025 is projected at 28 times [3] - Given the company's strong development capabilities in precision structural components and potential expansion into new markets, a premium PE of 35 times is suggested, forecasting an EPS of 2.01 for 2025 and a target price of 70.35 [3]