高功率密度sic电机控制器

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调研速递|广东华锋新能源科技股份有限公司接受众多投资者调研,聚焦业务进展与技术突破要点
Xin Lang Cai Jing· 2025-09-19 12:15
Core Viewpoint - Guangdong Huafeng New Energy Technology Co., Ltd. engaged with investors during the online collective reception day, addressing various inquiries regarding project progress and technological advancements [1][2]. Group 1: Project Progress and Developments - Investors inquired about the progress of the LIGONG Huachuang hydrogen energy project initiated five years ago in Foshan, to which the company advised monitoring regular reports and announcements for updates [2]. - The company plans to expand high-pressure aluminum foil production capacity in Xinjiang to optimize product structure and seize growth opportunities in high-pressure foil demand, influenced by the construction of the Yajiang Hydropower Station and the New Tibet Railway [2]. - The company is still in the research and development phase for its high-quality etching technology targeting aluminum foil below 15μm and 4μm ultra-thin copper foil coating technology, with no set timeline for mass production [2]. Group 2: Technological Advancements - The company reported that the development of a 100kW motor controller for low-altitude flight vehicles has completed the A-round prototype design and trial production, currently undergoing system matching and ground testing [2]. - In the maritime sector, a new high-power density SiC motor controller has been applied in heavy trucks and mining vehicles, with ongoing technical exchanges with several shipping companies for product adaptation, although certification from classification societies is still pending [2]. - Regarding collaboration with Baidu on autonomous driving chassis technology, the focus is on high-end all-vector steering chassis technology for non-road scenarios, which is still in the early research and development stage [2].
华锋股份(002806) - 002806华锋股份投资者关系管理信息20250919
2025-09-19 10:32
Group 1: Investment Plans and Projects - The company plans to invest 210 million in Xinjiang to expand high-pressure aluminum foil production capacity, optimizing product structure to meet future demand [2] - The impact of the construction of the Yajiang Hydropower Station and the Xinjiang Railway on the company's projects was discussed, emphasizing the strategic importance of these developments [2] Group 2: Technological Advancements - The company has developed etching technology for aluminum foil below 15μm, enhancing active material adhesion by over 50%, which extends battery cycle life [2] - Research on 4μm ultra-thin copper foil coating technology is underway, significantly improving fast-charging technology for high energy density applications [2] - The high-quality etching technology is still in the R&D phase, with no production timeline provided [2] Group 3: Collaboration and Certification - The company is working on a 100kW motor controller for aircraft, currently in the design and testing phase, with system matching ongoing [2] - Development of a high-power density SiC motor controller for heavy-duty vehicles has been completed, with ongoing discussions for cross-industry applications, including marine certification [2] - The collaboration with Baidu on autonomous driving chassis technology is in the early R&D stage, with potential contributions to the company once Baidu's plans are successful [3]