重卡变速器

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万里扬董事长黄河清:深耕汽配产业 全力开拓机器人赛道新蓝海
Zhong Guo Zheng Quan Bao· 2025-10-11 00:15
在汽车产业向新能源化、智能化深度转型,人形机器人赛道加速破圈的当下,一家从浙江金华走出的企 业——万里扬,正稳步完成从变速箱专家到多业务产业集团的战略跨越。"制造业没有捷径可走,未来 仍需依托技术迁移、规模化制造与全价值链控制能力,在多赛道上扎实站稳脚跟。"万里扬董事长黄河 清近日在接受记者采访时清晰阐述了企业的发展逻辑。 资本加持 业绩增长驶入快车道 万里扬的成长轨迹始于1996年。此前,黄河清毕业后先在金华地方国资机械企业积累实战经验,随后凭 借对齿轮与变速箱技术的执着选择创业,公司初期主要聚焦齿轮轴等零部件业务。 "我们从小零件做起,始终坚持把产品做精做专。到2000年左右,公司成功实现从变速箱零部件到变速 箱总成的关键突破;2010年,公司在深交所挂牌上市,顺利完成从0到1的资本与技术积累。"黄河清回 顾企业早期发展时说道。 上市后的五年间,万里扬深耕商用车领域,以轻微卡手动变速箱为主,年营收稳定在10亿元至15亿元。 但黄河清敏锐地察觉到,国内汽车消费正迎来手动挡向自动挡升级的浪潮,但自动变速箱的核心技术长 期被部分外资企业垄断。 据介绍,公司重卡变速器售价为1万元/台至2.5万元/台,随着多个客户 ...
西藏、陕西加快构建现代化产业体系 推动高质量发展
Yang Shi Wang· 2025-10-06 12:58
Group 1: Tibet's Development Initiatives - During the "14th Five-Year Plan" period, Tibet has increased investment to strengthen ecological security and promote the construction of a natural protection system centered on national parks, integrating the protection and management of various natural resources [3] - By August 2025, Tibet's installed power capacity will exceed 32.5 million kilowatts, with over 99% of the power generated from clean energy sources [3] Group 2: Tourism and Cultural Industry Growth in Tibet - Tibet plans to develop international ecological tourism zones in Lhasa and Linzhi, with an expected 72 million tourists and a cultural industry output value of 12 billion yuan by 2025 [5] Group 3: Shaanxi's Technological Advancements - Shaanxi has implemented reforms to enhance the transformation of scientific and technological achievements, resulting in 110,000 achievements being recorded and 46,000 being transferred and transformed, with a technical contract transaction volume exceeding 480 billion yuan [7] Group 4: Industrial Innovation in Shaanxi - Shaanxi is rapidly constructing a modern industrial system represented by trillion-yuan industry clusters, with global leadership in titanium processing, monocrystalline silicon production, and heavy-duty truck transmissions [9] - The province's photovoltaic cell conversion efficiency has repeatedly broken world records, and the annual production of new energy vehicles is nearly 1.2 million [9]
万里扬(002434) - 002434万里扬投资者关系管理信息20250513
2025-05-13 06:18
Group 1: Company Overview - The company operates in two main business areas: automotive parts and new energy storage [1] - The automotive parts business includes the R&D, production, and sales of transmission and drive system products for passenger vehicles, commercial vehicles, and new energy vehicles [1] - The company is expanding its non-road transmission/drive system products, including electric drive systems for construction machinery and high-power tractors [1] Group 2: Shareholder Information - The top shareholders include Guoyuan Trust and China Resources Trust, which are associated with Chery Automobile Co., Ltd. [2] Group 3: Robotics Components - The company has established a team for the industrialization of robotic reducer products, enhancing its product range and market share [3] Group 4: Heavy-duty Truck Transmission - The company has developed a full range of heavy-duty truck transmission products, including manual and automatic transmissions, and is conducting customer vehicle trials [4] Group 5: Light-duty Truck Transmission - The light-duty truck transmission business is growing steadily, with a focus on electric products and strong market demand [5] Group 6: Passenger Vehicle Transmission - The company has significantly increased its direct export sales of passenger vehicle transmissions in 2024 and is focusing on developing overseas markets [6] Group 7: New Energy Storage Business - The company has operational independent energy storage power stations in Guangdong and Zhejiang, with installed capacities of 100MW/200MWh and 100MW/200MWh respectively [7] - The company is actively developing new projects in Guangdong, Hainan, and Zhejiang to enhance its energy storage business [7] Group 8: Core Competitiveness - The company has nearly 30 years of experience in the automotive parts industry, producing over 1 million transmission assemblies and tens of millions of components annually, showcasing strong manufacturing and quality control capabilities [9]
万里扬(002434) - 002434万里扬投资者关系管理信息20250508
2025-05-08 10:18
Group 1: Company Overview - The company operates in two main business segments: automotive parts and new energy storage [1] - The automotive parts segment includes the R&D, production, and sales of transmission and drive system products for passenger vehicles, commercial vehicles, and new energy vehicles [1] - The new energy storage segment focuses on power-side storage power stations, grid-side independent storage power stations, user-side storage power stations, and electricity trading [1] Group 2: Passenger Vehicle Transmission Business - In 2024, the company's direct export sales of passenger vehicle transmission products saw a significant year-on-year increase [2] - The company is actively developing overseas clients to sustain revenue growth from international markets [2] - There is a strong push for electric vehicle (EV) reducers and related products, contributing to increasing sales [2] Group 3: Commercial Vehicle Transmission Business - The light truck transmission business is expanding with a focus on both manual and electric products, including P2 and PS hybrid systems [2] - The heavy truck transmission business includes AMT automatic transmissions and pure electric drive systems, with production and sales expected to grow as client models are launched [2] Group 4: New Energy Storage Business - The company has operational independent storage power stations in Zhaoqing, Guangdong (100MW/200MWh) and Yiwu, Zhejiang (100MW/200MWh) [3] - These projects leverage the company's extensive experience in design, integration, construction, and operation within the energy storage sector [3] - New project developments are underway in Guangdong, Hainan, and Zhejiang provinces to further enhance the new energy storage business [3] Group 5: Robotics Components Business - A dedicated team for the industrialization of robotic reducers has been established to enhance product offerings [4] - The company is focusing on the development and integration of harmonic reducers and planetary reducers to improve market share [4]
万里扬一季度净利润同比增长19.15% 锚定机器人减速器新赛道
Zheng Quan Ri Bao Zhi Sheng· 2025-04-29 02:14
Group 1 - The core viewpoint of the articles highlights the strong financial performance of Zhejiang Wanliyang Co., Ltd. in Q1 2025, with revenue of 1.324 billion yuan, a year-on-year increase of 8.74%, and a net profit of 108 million yuan, up 19.15% [1] - The company reported a significant increase in net cash flow from operating activities, amounting to 113 million yuan, indicating improved cash management [1] - Wanliyang's subsidiary, Zhejiang Wanliyang Energy Technology Co., Ltd., achieved remarkable growth in its new energy storage business, with revenue of 191 million yuan in 2024, a staggering increase of 410.98% [1] Group 2 - The energy subsidiary signed contracts for over 6.5 billion kilowatt-hours of retail market electricity in 2024 and traded 1.6 million green certificates domestically [1] - The company is strategically transitioning from equipment supplier to solution provider in the power safety simulation market, which is currently valued at approximately 12 billion yuan with an annual compound growth rate of 18% [2] - Wanliyang is advancing its manufacturing sector's digital transformation and is developing products such as robotic harmonic reducers and planetary reducers, with successful prototype testing already completed [2]