预镀镍材料

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东方电热:电子皮肤已送样机器人头部企业
Di Yi Cai Jing· 2025-10-22 08:05
(文章来源:第一财经) 东方电热在互动平台表示,预镀镍材料目前每月生产2000吨左右,半导体电加热器已经获得客户认可, 熔盐储能上半年订单近亿元,汽车用柔性织物压力传感器已准备量产,电子皮肤已送样机器人头部企 业。 ...
东方电热(300217.SZ):预镀镍材料目前每月生产2000吨左右
Ge Long Hui· 2025-10-22 08:00
格隆汇10月22日丨东方电热(300217.SZ)在投资者互动平台表示,预镀镍材料目前每月生产2000吨左 右,半导体电加热器已经获得客户认可,熔盐储能上半年订单近亿元,汽车用柔性织物压力传感器已准 备量产,电子皮肤已送样机器人头部企业。 ...
东方电热:生产的预镀镍材料绝大部分为动力类
Zheng Quan Ri Bao Wang· 2025-09-30 09:11
Core Viewpoint - The company, Dongfang Electric Heating, primarily produces pre-plated nickel materials for power applications [1] Group 1 - The majority of the pre-plated nickel materials produced by the company are for power-related uses [1]
东方电热:公司预镀镍材料生产线实际产能有望在5万至6万吨/年,在新产线量产前预计还有4万吨左右的爬升
Mei Ri Jing Ji Xin Wen· 2025-09-30 01:31
Core Viewpoint - The company currently has a monthly production capacity of 2,000 tons of pre-plated nickel, with potential for further capacity increase before the new production line becomes operational [2]. Group 1: Production Capacity - The designed production capacity of the company's pre-plated nickel material production line is 23,500 tons per year [2]. - Under full order conditions, the actual production capacity is expected to reach between 50,000 to 60,000 tons per year [2]. - There is an anticipated capacity increase of approximately 40,000 tons before the new production line starts mass production [2]. Group 2: Product Application - The majority of the pre-plated nickel materials produced by the company are primarily for power battery applications [2].
东方电热:2025年上半年预镀镍材料产量处于爬坡阶段
Zheng Quan Ri Bao Wang· 2025-09-25 11:11
证券日报网讯东方电热(300217)9月25日在互动平台回答投资者提问时表示,2025年上半年预镀镍材 料产量处于爬坡阶段,下半年随着批量向国际知名电池企业交货,营收规模和毛利率预计会较大幅度提 升。 ...
东方电热:下半年随着预镀镍材料批量向国际知名电池企业交货,营收规模和毛利率预计会较大幅度提升
Mei Ri Jing Ji Xin Wen· 2025-09-25 08:25
Core Viewpoint - The company is focusing on enhancing its product offerings and expanding into new business areas, with expectations of improved revenue and profit margins in the near future [1][3]. Group 1: Product Development - The flexible fabric pressure sensors meet customer requirements in terms of durability and precision [1]. - The company has prepared for mass production of electronic skin and is currently sending samples to leading enterprises [3]. Group 2: Business Outlook - The nickel-plated material production is in a ramp-up phase in the first half of 2025, with significant revenue and gross margin improvements expected in the second half as bulk deliveries are made to internationally renowned battery companies [1]. - The company aims to consolidate its core businesses in home appliances and electric heaters for new energy vehicles while actively exploring solid-state battery equipment, molten salt energy storage equipment, and battery materials [1]. Group 3: Performance Concerns - There is heightened market concern regarding the mass production progress of electronic skin and the profitability of the nickel-plated business, with specific inquiries about production yield rates and factors affecting performance [3]. - The nickel-plated business has reported low revenue and gross margins in the first half of 2025, attributed to high costs, insufficient orders, and low capacity utilization [3].
东方电热(300217.SZ):积极开拓固态电池设备、熔盐储能设备、电池材料等业务
Ge Long Hui· 2025-09-25 07:08
Core Viewpoint - Dongfang Electric Heating (300217.SZ) is focusing on enhancing its product offerings and expanding into new business areas to improve operational performance and revenue growth [1] Group 1: Product Development - The flexible fabric pressure sensor meets customer requirements in terms of durability and precision [1] Group 2: Revenue and Profitability Outlook - The production of pre-plated nickel materials is expected to be in a ramp-up phase in the first half of 2025, with significant revenue and gross margin improvements anticipated in the second half as deliveries to internationally renowned battery companies increase [1] Group 3: Business Expansion Strategy - The company aims to solidify its core businesses in home appliances and electric heaters for new energy vehicles while actively exploring opportunities in solid-state battery equipment, molten salt energy storage equipment, and battery materials to gradually achieve a recovery in operational performance [1]
东方电热:积极开拓固态电池设备、熔盐储能设备、电池材料等业务
Ge Long Hui· 2025-09-25 07:06
Core Viewpoint - Dongfang Electric Heating (300217.SZ) is focusing on enhancing its product offerings and expanding into new business areas to improve operational performance and revenue growth [1] Group 1: Product Development - The flexible fabric pressure sensor meets customer requirements in terms of durability and precision [1] Group 2: Revenue and Profitability Outlook - Nickel-plated material production is expected to be in a ramp-up phase in the first half of 2025, with significant revenue and gross margin improvements anticipated in the second half as deliveries to internationally renowned battery companies increase [1] Group 3: Business Expansion Strategy - The company aims to solidify its core businesses in home appliances and electric heaters for new energy vehicles while actively exploring opportunities in solid-state battery equipment, molten salt energy storage equipment, and battery materials to gradually achieve a recovery in operational performance [1]
东方电热:今年下半年到目前为止,新能源汽车元器件业务订单饱满,正在建设新的生产线
Mei Ri Jing Ji Xin Wen· 2025-09-22 07:24
东方电热(300217.SZ)9月22日在投资者互动平台表示,今年下半年到目前为止,新能源汽车元器件业 务订单饱满,正在建设新的生产线;预镀镍材料每月生产2000吨左右,较上半年订单明显增长。 (文章来源:每日经济新闻) 每经AI快讯,有投资者在投资者互动平台提问:今年五月份的时候,在业绩说明会上公司高层预计 2025年全年业绩将在下半年出现好转,请问公司如何保证这一承诺会实现,具体采取了哪些措施?目前 公司订单是否可以满足生产线产能? ...
ST帕瓦:公司及董事张宝涉嫌信披违规被立案;罗博特科:拟发行H股股票
Mei Ri Jing Ji Xin Wen· 2025-09-07 23:24
Group 1 - Dongfang Electric Heat expects significant growth in silicon-carbon anode material equipment next year, with a manufacturing cycle of approximately 3-4 months and installation taking about 2 months [1] - The company currently has a stable order of around 2,000 tons per month for pre-plated nickel materials, primarily supplying an international battery enterprise, with plans for increased procurement by 2026 [1] - The positive developments in the silicon-carbon anode material sector and stable orders indicate substantial growth potential for Dongfang Electric Heat in the new energy market [1] Group 2 - Robotech plans to issue H-shares and list on the Hong Kong Stock Exchange to enhance its "clean energy + semiconductor" dual-driven development strategy [2] - The company is in discussions with intermediaries regarding the specifics of the H-share issuance, aiming to accelerate capacity and global service capabilities [2] - This strategic move reflects Robotech's proactive response to the rapid growth of domestic and international business, indicating promising future prospects [2] Group 3 - ST Pava and its director Zhang Bao are under investigation by the China Securities Regulatory Commission for suspected violations of information disclosure laws [3] - The company asserts that its daily operations remain normal and that the investigation will not significantly impact its production and business activities [3] - Despite the regulatory scrutiny, ST Pava's basic business operations continue, and the situation warrants close monitoring for potential legal and financial repercussions [3]