证券日报网1月6日讯 ，新铝时代在接受调研者提问时表示，公司主要通过构建技术壁垒与拓展产业布 局来实现"反内卷"并拓宽盈利渠道。公司自成立以来，一直专注于以电池盒箱体为核心产品的新能源汽 车动力电池系统铝合金零部件的研发、生产和销售。在新能源汽车快速发展的背景下，公司已形成了较 强的技术研发能力，在高性能铝合金材料研发、数字化全流程挤压控制技术、先进FSW焊接技术等方 面处于行业领先水平，能够与客户进行高集成化电池盒箱体、超薄电芯外壳等新能源汽车电池系统关键 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。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，全产业链覆盖可以 更有效控制成本，提升公司竞争力。在业务拓展上，公司正积极推进新的轻量化零部件产能建设项目与 铝合金循环利用项目，以布局新的市场与收入来源；此外，对宏联电子的战略收购完成后，有利于上市 公司和宏联电子的长期发展，双方在发展战略层面存在良好的互补性，能够在发展战略层面实现有效协 同。 （ ...

Group 1: Company Overview and Market Position - The company focuses on R&D, production, and sales of aluminum alloy components for new energy vehicle battery systems, particularly battery box housings [2][4] - It has developed strong technical capabilities in high-performance aluminum alloy materials, digital extrusion control technology, and advanced FSW welding technology, positioning itself as an industry leader [2][5] - The company has a complete industrial chain covering upstream casting, midstream aluminum extrusion, and downstream processing, continuously optimizing its product structure [3][5] Group 2: Financial Performance and Cash Flow - The company reported a 68.82% year-on-year increase in revenue for the first half of the year, primarily due to increased orders for battery box housings [11] - Operating cash flow is sufficient, but the company plans to conduct a targeted issuance to fund acquisitions and optimize capital structure [4][6] - The company is preparing to disclose its Q3 earnings report on October 27, 2025 [6] Group 3: Acquisition Strategy - The company is in the process of acquiring Honglian Electronics, a leader in the consumer electronics sector, which will enhance its product offerings and market presence [3][9] - The acquisition aims to leverage Honglian's established customer base, including major brands like Dell and Lenovo, and to expand into emerging fields such as robotics and new energy vehicles [3][9] - The company is committed to complying with regulatory requirements during the acquisition process and will provide timely updates on its progress [11] Group 4: Market Challenges and Stock Performance - The company's stock price has been volatile, influenced by macroeconomic factors and market sentiment, despite stable operational performance [10][11] - Investors are encouraged to view stock fluctuations rationally, as they do not necessarily reflect the company's underlying performance [10][11] - The company is focused on long-term sustainable development and maintaining reasonable returns for investors [11]

Core Viewpoint - New Aluminum Era (301613) reported strong financial performance for the first half of 2025, with significant revenue and profit growth, indicating robust business expansion and competitive advantages in the electric vehicle battery box manufacturing sector [1][2] Financial Performance - The company achieved a revenue of 1.544 billion yuan, representing a year-on-year increase of 68.82% [1] - The net profit attributable to shareholders reached 140 million yuan, up 37.33% year-on-year [1] - The non-recurring net profit also stood at 140 million yuan, reflecting a growth of 38.79% [1] - Basic earnings per share were reported at 0.97 yuan [1] Market Position and Client Diversification - The company has reduced its reliance on a single major client by actively expanding its customer base, establishing stable partnerships with leading firms such as BYD, CATL, and others [2] - As of the reporting period, the company has supplied battery boxes for over 188 vehicle models, with cumulative sales exceeding 3.35 million units [2] - The market share for the company's battery boxes is projected to be approximately 6.32% in 2024, maintaining a strong position in the industry [2] Technological Advancements and Patents - New Aluminum Era has accumulated 155 patents, including 23 invention patents, with an additional 10 invention patents currently under application [2] - The patents cover key production processes and product designs for battery boxes and cell shells in the electric vehicle power battery system [2] - The continuous accumulation of patent technology has effectively built a technological barrier, ensuring the company's leading position in a competitive market [2]