内容概要：近年来，我国电池箱体行业市场规模呈现上升趋势，2024年中国电池箱体从2021年的75亿元 增长至275亿元。这一增长主要得益于新能源汽车与储能两大核心领域的需求爆发。在新能源汽车领 域，随着"双碳"目标推进、消费市场对新能源车型接受度提升，我国新能源汽车销量连续多年保持高增 速，这直接带动了电池箱体采购需求的增加，进而推动电池箱体市场规模增长。而在储能领域，全球能 源转型背景下，国内电网侧储能、工商业储能项目密集落地，海外户用储能市场持续爆发，进一步放大 了市场增量。预计2025年中国电池箱体行业市场规模将继续保持增长趋势，达到351.88亿元。 相关上市企业：中国铝业（601600）、南山铝业（600219）、宝钢股份（600019）、河钢股份 （000709）、中复神鹰（688295）、光威复材（300699）、和胜股份（002824）、凌云股份 （600480）、华域汽车（600741）、敏实集团（00425）、祥鑫科技（002965）、新铝时代（301613） 等。 相关企业：江苏恒义工业技术有限公司等。 关键词：电池箱体行业相关政策、电池箱体行业市场规模、电池箱体行业竞争格局、电池箱体行 ...

来源：@全景网微博 2025年12月23日，国电池液冷板领军厂商纳百川以超408%的上市首日涨幅，正式亮相公开资本市场。 资料来源：Wind 十八年专注热管理的"长期主义者" 纳百川的成长史，是中国新能源汽车供应链从跟随到领跑的缩影。 2007年，公司前身泰顺纳百川汽车配件有限公司在浙江温州成立，初期聚焦燃油车发动机散热器，为吉利、奇瑞等提供配套。2011年，当新能源汽车还处 于"PPT阶段"，公司前瞻性启动动力电池热管理系统研发，成为国内首批布局该领域的企业。 公司产品也于2015年得到实车应用验证，2016年成功为上汽大众配套其国内首款新能源汽车，同年成为国内多家主机厂国内首款新能源汽车的动力电池热 管理系统的主要供应商，逐步建立了与国内动力电池领军企业和主流新能源汽车主机厂的合作关系，奠定了公司在新能源汽车动力电池热管理领域的先发 优势。 | 名称 | से के क्रि | 图示 | 产品说明 | | --- | --- | --- | --- | | 电池液 | 冲压式 | | 采用铝合金板材作为主要材料,通过 | | | | | 冲压的方式对液冷板中冷却液流道进 | | | | | 行成型加工, ...

Core Viewpoint - The company Nanbaichuan, a leader in battery liquid cooling plates, made a strong debut in the public capital market with a first-day increase of over 408%, highlighting the growing importance of battery thermal management in the rapidly expanding electric vehicle and energy storage sectors [1][3]. Company Overview - Founded in 2007, Nanbaichuan has evolved from a manufacturer of engine radiators for fuel vehicles to a key player in the battery thermal management system for electric vehicles, achieving a market share of 12.16% in 2024, ranking first in China [3][4]. - The company has established strong partnerships with major players in the industry, including CATL and over 50 global automotive manufacturers such as NIO and Mercedes-Benz [3][4]. Product Development and Technology - Nanbaichuan has developed a robust competitive barrier with proprietary technologies in temperature control, lightweight design, and automated production, holding 20 invention patents and 183 utility model patents as of March 2025 [6]. - The company has demonstrated high product development efficiency, completing significant projects in a fraction of the expected time, and is continuously iterating on its products to meet evolving market demands [6][7]. Market Growth and Financial Performance - The demand for battery liquid cooling plates is expected to grow significantly, with the market size projected to reach approximately 145 billion yuan globally by 2025, driven by the rapid growth of electric vehicle production and energy storage systems [16][20]. - From 2022 to 2024, the company's revenue is forecasted to grow at a compound annual growth rate (CAGR) of 18.07%, with sales reaching 14.37 billion yuan by 2024 [10]. - In the first three quarters of 2025, the company reported a year-on-year revenue growth of 32.29%, indicating a return to growth momentum [14]. Strategic Initiatives - The company is expanding its production capacity with a new facility in Chuzhou, aiming to produce 360 million sets of water cooling plates annually, which will enhance its ability to meet the needs of core customers [21]. - Nanbaichuan is transitioning from a specialized manufacturer of liquid cooling plates to a comprehensive provider of integrated thermal management solutions, which is expected to open new growth avenues [21]. Industry Trends - The integration of battery cooling systems with battery packs is becoming a trend, increasing the value of battery liquid cooling plates and creating larger market opportunities for leading manufacturers like Nanbaichuan [19]. - The energy transition and policy support are driving rapid growth in the global energy storage market, with liquid cooling systems expected to gain a larger share due to their efficiency and safety benefits [20].

| | | A/ TISS IIJ THE | | --- | --- | --- | | | 源杰科技 | | | 主营构成 | 光通信收发合一芯片： 86.74%; | | | | 跨阻放大器芯片（TIA）： 11.81%； | | | | 限幅放大器芯片（LA）：0.79%; | | | | 激光驱动器芯片（LDD）：0.67%； | | | 业务及亮点 | 1、公司是全球光通信电芯片领域的主要供应商之 | | | | 据龙头地位、而25G速率以上产品已进入快速放鬆 | | | | 2、公司已在下一代万兆接入技术上取得实质性字 | | | | 发合一芯片的批量出货，并已完成50GPON方案: | | | | 阶段，预计2026年实现量产。 | | | | 3、公司100Gbps电芯片性能已对标国际头部厂宿 | | | | 进400Gbps及800Gbps收发芯片、4通道128Gbz | | | | 披露，上述产品现已完成回片测试。 | | | 近三年营收 | 4.11 亿元 (2024年, 31.11%) | 近三年归母 | | | 3.13 亿元 (2023年, -7.65%) | 净利润及业 | | ...

Core Viewpoint - The company aims to enhance its production capacity and optimize product structure through fundraising, focusing on battery liquid cooling plates and battery box integration to meet the growing demand in the electric vehicle industry [1][2][3]. Group 1: Fundraising and Investment Projects - The fundraising will support the production of 3.6 million sets of water cooling plates, with a total investment of approximately 57.94 million [2]. - The company plans to expand its battery box business, aligning with the trend of high integration in the electric vehicle parts industry [1][3]. Group 2: Market Position and Strategy - The company is a leading supplier in the domestic electric vehicle battery thermal management sector and a strategic supplier for major manufacturers like CATL and NIO [2][3]. - The overall strategic goal is to become a leading supplier of new energy thermal management products, focusing on quality and innovation to maintain market share and competitive advantage [3]. Group 3: Financial Performance - In 2024, the company reported a weighted average return on equity of 16.47%, a decrease of 3.96 percentage points from the previous year [15]. - The net cash flow from operating activities for 2024 was 38.77 million, down 65.17% year-on-year [18]. Group 4: Asset and Liability Changes - As of the end of Q3 2025, cash and cash equivalents decreased by 47.7%, while accounts receivable increased by 12.51% [30][33]. - The company's current ratio was 1.33 and the quick ratio was 1.1 for the first three quarters of 2025, indicating a stable liquidity position [46].

Core Viewpoint - The company, Weitang Industrial, focuses on the development of battery boxes primarily for lithium batteries, emphasizing customization based on client needs and compatibility with various battery systems [1] Group 1: Product Development - The battery boxes are designed to be highly compatible but must be matched with specific battery shapes and thermal management requirements [1] - The company is committed to researching and developing box structures that adapt to new battery technologies as they emerge [1] Group 2: Client and Market Information - Specific client and vehicle model information cannot be disclosed due to commercial confidentiality agreements [1]

（文章来源：每日经济新闻） 每经AI快讯，11月27日，威唐工业在互动平台表示，公司电池箱体现阶段主要应用以锂电池为主，产 品可根据客户定制化需求适配不同型号的电池系统，箱体设计兼容性强，但需结合具体电池形态与热管 理要求进行匹配，公司亦将根据电池新技术的应用变化研究开发适配的箱体结构。 ...

Core Viewpoint - Weitang Industrial's battery boxes are primarily designed for lithium batteries, with strong compatibility in product design to meet customized client needs [1] Group 1 - The current application of the company's battery boxes is mainly focused on lithium batteries [1] - The products can be customized to fit different battery system models based on client requirements [1] - The design of the battery boxes has strong compatibility, but it needs to be matched with specific battery shapes and thermal management requirements [1] Group 2 - The company plans to research and develop suitable box structures in response to changes in battery technology applications [1]

证券日报网讯 祥鑫科技（002965）11月27日在互动平台回答投资者提问时表示，当前公司的电池箱体 产品工艺主要有冲压工艺和铝挤工艺。其中动力电池的结构主要为CTP结构，应用了FDS、FSW等连接 技术，属于行业内的主流技术。公司能够根据客户需求提供各种电池箱体解决方案，其产品能搭载包括 半固态电池、固态电池等各类电池。公司也积极布局压铸成型技术，已有压铸产品研发立项并接到相关 压铸产品项目。公司将密切关注行业内的先进成型技术，不断积累经验和技术储备，继续推进相关项目 的合作。在生产设备的选择上，公司会对国内外主流设备厂商各类压铸设备的技术匹配性、成本效益以 及供应商的服务响应能力进行综合评估。 ...

Core Viewpoint - The company, Hesheng Co., Ltd. (002824.SZ), has announced that its products, including battery boxes and cell shells, can be applied to blade batteries [1] Group 1 - The company produces battery boxes and cell shells [1] - These products are compatible with blade battery technology [1]