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金固股份:2024年底公司启动泰国工厂阿凡达低碳车轮生产线项目,预计2025年底前可生产
Mei Ri Jing Ji Xin Wen· 2025-08-25 14:49
每经AI快讯,有投资者在投资者互动平台提问:看到公司有发布泰国生产基地空压机组项目的招标, 请问公司泰国工厂的规划情况如何?是否有美国、欧洲建厂规划? 金固股份(002488.SZ)8月25日在投资者互动平台表示,2024年底公司启动泰国工厂阿凡达低碳车轮生 产线项目,预计2025年底前可生产。目前,公司已获得多个海外客户定点项目,多个项目生命周期内销 售额达亿美元级,其中某全球龙头车企美国定点项目,前五年销售金额预计约1.58亿美元,公司也将继 续规划建设其他海外生产基地,为客户提供更具有竞争力的产品与服务。 (文章来源:每日经济新闻) ...
金固股份:收到重卡龙头企业阿凡达低碳车轮项目定点通知
Zheng Quan Shi Bao Wang· 2025-08-25 08:45
转自:证券时报 人民财讯8月25日电,金固股份(002488)8月25日晚间公告,公司于近日收到重卡龙头企业(限于保密要 求,无法披露其名称,简称"客户")的定点通知书,公司将作为客户的零部件供应商,为其重卡旗舰车 型开发阿凡达低碳车轮产品,公司将按照要求完成产品开发工作。 ...
内外需求推升汽车零部件企业中期业绩
Zheng Quan Ri Bao· 2025-08-21 23:21
本报记者 邬霁霞 东方财富Choice数据显示,截至8月21日,汽车零部件行业已有47家上市公司披露2025年半年报,其中 29家公司净利润实现同比增长,占比超六成。新能源汽车需求的持续拉动以及出口业务的稳步增长,成 为推动产业链公司业绩向好的关键因素。 下游需求旺盛 8月21日晚间,浙江万里扬股份有限公司披露2025年半年度报告。上半年公司实现营业收入28.12亿元, 同比增长2.69%;归属于上市公司股东的净利润2.77亿元,同比增长50.24%,实现营收净利双增长。 此外,浙江松原汽车安全系统股份有限公司、神通科技集团股份有限公司(以下简称"神通科技")、浙 江金固股份有限公司(以下简称"金固股份")等20家汽车零部件上市公司,同样在上半年实现了营收、 利润双增长。哈尔滨东安汽车动力股份有限公司、武汉光庭信息技术股份有限公司等企业则在上半年成 功实现扭亏为盈。 中国汽车工业协会数据显示,今年7月份,我国新能源汽车产销分别完成124.3万辆和126.2万辆,同比分 别增长26.3%和27.4%;1月份至7月份,我国新能源汽车产销分别完成823.2万辆和822万辆,同比分别增 长39.2%和38.5%。 出 ...
金固股份上半年净利增45% 获得多个海外客户定点项目
Zheng Quan Shi Bao· 2025-08-20 18:29
Group 1 - The company reported a revenue of 2.123 billion yuan for the first half of 2025, representing a year-on-year growth of 10.04% [1] - The net profit attributable to shareholders reached 30.2715 million yuan, with a year-on-year increase of 45.36% [1] - The basic earnings per share stood at 0.03 yuan [1] Group 2 - The sales of the Avatar low-carbon wheels continued to rise, driving the revenue from the main business of "automobile parts manufacturing" to grow by over 20% year-on-year [1] - Domestic market sales increased by 43% due to the large-scale promotion of Avatar products, while international market sales experienced a decline due to the trade environment [1] - To expand its international market, the company plans to launch the Avatar low-carbon wheel production line project in Thailand by the end of 2024, with production expected to start by the end of 2025 [1] Group 3 - The company has secured multiple overseas customer projects, with some projects expected to generate sales in the hundreds of millions of dollars over their lifecycle, including a project with a global leading automotive company in the U.S. projected to generate approximately 158 million dollars in sales over the first five years [1] - The combination of long-cycle, large-scale international business orders and the upcoming production in Thailand is expected to drive the company's international business into a high growth phase [1] Group 4 - In the new materials sector, the company is leveraging its experience and resources in the application of new materials, particularly the exclusive Avatar niobium micro-alloy, to expand and invest in research and development [2] - The company signed a strategic cooperation framework agreement with Luming Robot Technology (Shenzhen) Co., Ltd., focusing on the application development of four-legged and humanoid robots [2] - The company aims to assist Luming Robot in upgrading equipment, processes, and supply chains to support large-scale production planning [2] Group 5 - The company is increasing its research and development efforts to explore more horizontal product development and application scenarios in the robotics and low-altitude aircraft industries [3] - The company is actively seeking project collaborations with companies in the robotics sector to jointly develop products and optimize product designs [3]
金固股份上半年净利同比增长45.36% 获得多个海外客户定点项目
Zheng Quan Shi Bao Wang· 2025-08-20 13:13
Group 1: Financial Performance - In the first half of 2025, the company achieved operating revenue of 2.123 billion yuan, a year-on-year increase of 10.04% [2] - The net profit attributable to shareholders was 30.2715 million yuan, reflecting a year-on-year growth of 45.36% [2] - Basic earnings per share stood at 0.03 yuan [2] Group 2: Business Expansion and Market Performance - The sales of the Avatar low-carbon wheels continued to rise, driving the revenue from the main business of "automobile parts manufacturing" to grow by over 20% year-on-year [2] - Domestic market performance was strong, with a year-on-year increase of 43% due to the large-scale promotion and sales of Avatar products [2] - International market business saw a decline due to the global trade environment, prompting the company to initiate the Avatar low-carbon wheel production line project in Thailand by the end of 2024, expected to be operational by the end of 2025 [2] Group 3: International Business Development - The company has secured multiple overseas customer projects, with several projects expected to generate sales in the hundreds of millions of dollars over their lifecycle [2] - A specific project with a global leading automotive company in the U.S. is projected to generate approximately 158 million dollars in sales over the first five years [2] - The combination of long-cycle, large-scale international business orders and the upcoming production facility in Thailand is expected to drive rapid growth in international business, aligning it with domestic business growth [2] Group 4: New Materials and Technological Development - The company is focusing on new materials and technologies, particularly the Avatar niobium micro-alloy, to expand applications and enhance research and development [3] - A strategic cooperation framework agreement was signed with Luming Robot Technology to explore the application of Avatar niobium micro-alloy in quadruped and humanoid robots [3] - The company aims to leverage its experience in manufacturing and industry integration to assist Luming Robot in upgrading equipment, processes, and supply chains for future mass production [3] Group 5: Future Plans and Industry Engagement - The company plans to increase R&D efforts to explore more horizontal product development and application scenarios in the robotics and low-altitude aircraft industries [4] - It will continue to invest resources to deepen the application of new materials across multiple fields, driving long-term value growth through technological innovation [4] - A specialized team will be formed to reserve technical capabilities for the development of emerging fields such as robotics [4]
今日一只新股申购;微短剧迎利好……盘前重要消息一览
证券时报· 2025-08-19 00:49
Key Points - The article discusses various significant news and developments in different sectors, including finance, media, and technology [5][10]. Group 1: Financial Developments - The Shanghai Stock Exchange reported that from January 1 to August 17, 2025, 15 IPO companies raised a total of 34.233 billion yuan, while the Shenzhen Stock Exchange's main board had 8 IPOs raising 4.378 billion yuan, and the ChiNext board had 24 IPOs raising 14.887 billion yuan, totaling 64.821 billion yuan across all exchanges [7]. - The company "淳中科技" clarified that its business does not involve the production of liquid-cooled servers, only participating in testing platforms [11]. - "中国船舶" announced that its stock will resume trading on August 19 [12]. Group 2: Media and Content Regulations - The National Radio and Television Administration implemented measures to enhance television content supply, encouraging the inclusion of high-quality micro-short dramas in TV broadcasts [3][7]. - The "Content Renewal Plan" aims to improve content innovation and management policies for TV series, including adjustments to the number of episodes and airing intervals [7]. Group 3: Technology and Innovation - The "北京市可再生能源开发利用条例实施方案" draft seeks to advance hydrogen energy infrastructure and applications, aiming to establish a comprehensive hydrogen infrastructure network in the Beijing-Tianjin-Hebei region [8]. - The "河北省加快推动北斗规模应用三年行动方案" draft focuses on enhancing the Beidou infrastructure and establishing a public service platform for Beidou applications [8]. Group 4: Corporate Performance - "芯动联科" reported a net profit increase of 173.37% year-on-year for the first half of the year and plans to distribute 1.56 yuan per 10 shares [16]. - "国盛金控" achieved a net profit of 209 million yuan in the first half of the year, marking a 369.91% increase [17]. - "骄成超声" reported a net profit of 58.037 million yuan, reflecting a 1005.12% year-on-year growth [18].
金固股份(002488) - 002488金固股份调研活动信息20250718
2025-07-18 09:44
Group 1: Company Overview - Zhejiang Jingu Co., Ltd. is a high-tech enterprise focused on the research, production, and sales of automotive wheels, recognized as a "specialized, refined, distinctive, and innovative" enterprise in Zhejiang Province [2]. - The company emphasizes technological innovation and product development, with a comprehensive research and development system in place [2]. Group 2: Product Innovations - The revolutionary new material, Avatar niobium micro-alloy, offers high strength, good toughness, low cost, and reduced carbon emissions, achieving a maximum strength of 2000 MPa, which is approximately twice that of titanium alloys and five times that of aluminum alloys [2][3]. - The Avatar low-carbon wheel is a lightweight product that meets customer needs with its novel appearance, high precision, strength, durability, and cost-effectiveness, currently being applied in both passenger and commercial vehicles [3]. Group 3: Market Expansion and Applications - The company is accelerating capacity construction to meet the growing customer demand, leveraging its first-mover and scale advantages in the new energy vehicle market [3]. - A horizontal application division has been established to explore new product development and application scenarios in industries with significant market potential, such as robotics and low-altitude aircraft [3][4]. Group 4: Q&A Insights - The company plans to enhance its R&D efforts in the robotics sector, utilizing its existing materials and technologies to foster project collaborations and optimize product designs [4]. - Progress with the project in collaboration with Zhiyuan is on track, with some performance indicators exceeding the required product standards [5][6].
金固股份(002488) - 002488金固股份调研活动信息20250717
2025-07-17 09:30
Group 1: Company Overview - Zhejiang Jingu Co., Ltd. is a high-tech enterprise focused on the research, production, and sales of automotive wheels, recognized as a "specialized, refined, distinctive, and innovative" enterprise in Zhejiang Province [2] - The company emphasizes technological innovation and product development, with a comprehensive research and development system in place [2] Group 2: Product Innovations - The revolutionary new material, Avatar niobium micro-alloy, offers high strength (up to 2000 MPa), good toughness, low cost, and reduced carbon emissions, making it suitable for mass production in the wheel industry [2][3] - The Avatar low-carbon wheel is a lightweight product that meets customer needs with its novel appearance, high precision, strength, and durability [3] Group 3: Market Expansion and Strategy - The Avatar low-carbon wheel has entered both passenger and commercial vehicle markets, securing contracts with several new energy vehicle manufacturers [3] - The company is accelerating capacity construction to meet growing customer demand while leveraging its first-mover and scale advantages [3] Group 4: Future Development Plans - A horizontal application division has been established to explore new products and applications in industries such as robotics and low-altitude aircraft, building on existing materials and technologies [3][5] - The company plans to enhance its production capacity both domestically and overseas to better serve core customers and meet increasing order demands [4] Group 5: R&D and Talent Acquisition - The company is increasing R&D efforts and forming specialized teams to drive innovation in emerging fields like robotics [5][6] - Future resource investments will focus on expanding the application of new materials across multiple sectors, driven by technological innovation [6]
业绩亮眼 订单不断 A股汽车零部件生产企业喜报频传
Shang Hai Zheng Quan Bao· 2025-07-15 18:26
Core Viewpoint - The performance of A-share automotive parts manufacturers is significantly boosted by the strong growth in the new energy vehicle (NEV) sector, with many companies reporting substantial profit increases for the first half of the year [2][3][4]. Group 1: Company Performance - HaiLi Co. expects a net profit of 30.5 million to 36 million yuan, representing a year-on-year increase of 625.83% to 756.71% [1][3]. - Jin Qilin anticipates a profit of 106 million yuan, showing a growth of 222.36% [1][3]. - Jifeng Co. projects a profit of 150 million to 180 million yuan, with a year-on-year increase of 182.25% to 238.70% [1][3]. - Xiling Power expects a net profit of 55 million to 57 million yuan, reflecting a growth of 126.54% to 134.78% [1][3]. - Shentong Technology anticipates a profit of 63 million to 65 million yuan, with a year-on-year increase of 106.89% to 113.46% [1][4]. - Fuda Co. expects a profit of 145 million to 155 million yuan, showing a growth of 97.15% to 110.74% [1][4]. - Asia-Pacific Co. projects a net profit of 190 million to 210 million yuan, with an increase of 81.97% to 101.13% [1][4]. - Tongda Electric anticipates a profit of 26.5 million to 33.5 million yuan, reflecting a growth of 86.06% to 135.21% [1][4]. Group 2: Industry Trends - The production of NEVs reached 6.968 million units in the first half of the year, a year-on-year increase of 41.4%, while sales reached 6.937 million units, up 40.3% [1][2]. - The demand for NEVs and the growth of export business are key factors driving the performance of automotive parts companies [2][5]. - The export of automobiles from China reached 3.083 million units in the first half of the year, a growth of 10.4%, with NEV exports at 1.06 million units, up 75.2% [5][6]. - The automotive parts industry is experiencing significant advancements due to the trends of lightweight, intelligent, and integrated development in NEVs [6][7]. - Major automotive parts suppliers are increasingly expanding their overseas markets, supported by leading automotive manufacturers [6][7]. Group 3: Major Orders - Tiancheng Control received a notification for a seat assembly project from a leading domestic automotive company, with a total project value of 828 million yuan over five years [7][8]. - Jifeng Co. secured a seat assembly project from a major OEM, with a total project value of 1.3 billion yuan over six years [7][8]. - Changhua Group received a development notification for key metal structural components from a domestic NEV company, with a total project value of 970 million yuan over four years [8].
金固股份(002488) - 002488金固股份调研活动信息20250711
2025-07-11 08:44
Group 1: Company Overview - Zhejiang Jingu Co., Ltd. is a high-tech enterprise focused on the research, production, and sales of automotive wheels, recognized as a "specialized, refined, distinctive, and innovative" enterprise in Zhejiang Province [2] - The company emphasizes technological innovation and product development, with a comprehensive research and development system [2] Group 2: Product Innovations - The revolutionary new material, niobium micro-alloy, offers high strength, good toughness, low cost, and reduced carbon emissions, achieving a strength of up to 2000 MPa after processing, which is about twice that of titanium alloys and five times that of aluminum alloys [2][4] - The Avatar low-carbon wheel is a lightweight product that meets customer needs with features such as high precision, strength, better balance, and durability, currently being applied in both passenger and commercial vehicles [3] Group 3: Market Performance and Projections - For the first half of 2025, the company expects a net profit attributable to shareholders of approximately 30 million to 45 million yuan, representing a year-on-year growth of 44.06% to 116.08% [3] - The net profit after deducting non-recurring gains and losses is projected to be between 25 million and 37.5 million yuan, with a year-on-year increase of 58.09% to 137.14% [3] Group 4: Strategic Development - The company is expanding its production capacity to meet increasing customer demand and is actively exploring overseas markets by establishing production bases [5] - A horizontal application division has been established to enhance R&D efforts in new materials and technologies, focusing on industries with significant market potential, such as robotics and low-altitude aircraft [3][5]