卡酷思新能源汽车相关业务的快速增长，成为驱动德尔股份业绩向好的重要因素。2021年，德尔股份推动卡酷思成立新能 源汽车事业部，相继研发推出电池阻燃防护罩、电池组电磁屏蔽罩、电机包裹及空压机包裹等产品，并自2022年起陆续向欧洲 整车厂供货。 持续创新是德尔股份新能源产品快速落地的核心支撑，公司长期坚持"研发一代、应用一代"的产品战略，液力缓速器、自 动变速箱油泵、自动变速箱电子泵、电机等产品的开发与量产，均体现了其创新能力。截至2025年6月底，公司累计拥有知识 产权625项，其中专利570项、软件著作权55项。 本报讯 （记者李勇）8月28日，阜新德尔汽车部件股份有限公司（以下简称"德尔股份"）发布2025年半年度报告。报告期 内，公司实现营业收入24.41亿元，同比增长6.72%；实现归属于上市公司股东的净利润5087.06万元，同比增长178.09%。 在汽车零部件行业竞争日趋激烈的背景下，德尔股份的这份亮眼的业绩表现，主要源自其全球化战略推进与新能源领域的 持续布局。近年来，公司配套新能源汽车产品收入保持稳定增长，今年上半年该类产品实现收入2.93亿元，同比增长74.12%， 占总营收比例12.01% ...

Investment Rating - The report does not explicitly state an investment rating for the automotive parts industry or the specific company being analyzed [1]. Core Insights - The company, Del Corporation, is a global automotive parts supplier focusing on noise, vibration, and harshness (NVH) products, thermal insulation, lightweight products, electric pumps, motors, and automotive electronics [19]. - Approximately 70% of the company's revenue comes from its wholly-owned subsidiary, KakuSi, which has over 20 years of experience in the NVH and thermal insulation sectors [19]. - KakuSi has established a new energy vehicle division to develop products related to battery fire protection and electromagnetic shielding, successfully supplying major automotive manufacturers [19][20]. - The company has made significant advancements in solid-state battery technology, achieving safety certifications and forming strategic partnerships for product validation [20][21]. - The liquid retarder product has been successfully developed and is gaining market share, with potential for growth in the domestic market due to increasing safety standards [25][26]. Summary by Sections 1. Basic Information - Del Corporation is a comprehensive automotive parts supplier with a global presence, primarily serving clients like Mercedes-Benz, BMW, Audi, and others [19]. - The company has a strong focus on electric vehicle components and has established a dedicated division for new energy vehicles [19]. 2. Research Institutions - The research meeting involved several institutions, including Caifeng Securities, Guoyuan Securities, and Zhonghai Fund, among others [14]. 3. Research Institution Proportion - The majority of participating institutions were securities companies, accounting for 67%, while fund management companies and others made up 17% each [15]. 4. Main Content - KakuSi's product offerings include thermal insulation, noise reduction, and lightweight products, with a significant portion of revenue derived from these categories [22]. - The company has a well-established global production and research base, enabling it to meet diverse customer needs effectively [24]. - Future growth strategies include enhancing product structures to align with the electric vehicle market and expanding into international markets [25].