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金田股份:公司1000V驱动电机用扁线产品已成为新能源汽车领域兆瓦闪充技术支撑材料的业内标杆
Jin Rong Jie· 2026-01-23 08:39
财经频道更多独家策划、专家专栏,免费查阅>>责任编辑:安东 针对上述提问,金田股份回应称:"尊敬的投资者,您好!公司持续扩大高压电磁扁线行业技术领先优 势,其中公司1000V驱动电机用扁线产品已成为新能源汽车领域'兆瓦闪充'技术支撑材料的业内标杆, 同时有序推进1200V驱动电机扁线的客户相关认证。其他相关信息请关注公司定期报告,感谢您对公司 的关注!" 有投资者在互动平台向金田股份提问:"尊敬的董秘,您好!2025年上半年公司800V高压电磁扁线出货 量同比增长137%,占比达42%,1000V产品成为兆瓦闪充技术标杆并进入比亚迪、小米、宁德时代等供 应链。请问公司1000V高压电磁扁线是否已成为新能源车企兆瓦闪充车型的核心供应商?2026年随着 800V/1000V车型渗透率提升,该类产品出货量预计将实现多少增长?感谢回复!" 声明:市场有风险,投资需谨慎。本文为AI基于第三方数据生成,仅供参考,不构成个人投资建议。 ...
全球铜业龙头再进阶 金田股份以高端材料赋能新兴产业
Core Viewpoint - Jintian Co., Ltd. has successfully transformed from a leading copper processing company to a global advanced materials supplier during the 14th Five-Year Plan period, with plans for high-end, international, and diversified development in the 15th Five-Year Plan period [1] Group 1: Business Growth and Market Position - Jintian Co., Ltd. has achieved significant growth in its core business, with a compound annual growth rate of 8% in copper production from 2021 to 2024, reaching a total output of 1.9162 million tons of copper and copper alloy materials in 2024, making it the largest globally [1] - In the first half of 2025, the company produced 919,800 tons of copper and copper alloy materials, maintaining its industry-leading position [1] - The company is recognized as one of the largest and most comprehensive producers of copper and copper alloy materials in China, as well as a technologically advanced player in the rare earth magnetic materials sector [1] Group 2: High-End Product Development - A key highlight during the 14th Five-Year Plan was the breakthrough in high-end products, with Jintian Co., Ltd. focusing on a "dual upgrade" strategy for products and customers, successfully developing high-performance copper-based materials with independent intellectual property rights [2] - The company’s products are widely used in cutting-edge fields such as new energy vehicles and AI data centers, with a 137% year-on-year increase in shipments of 800V high-voltage electromagnetic flat wires in the first half of 2025, accounting for 42% of total shipments [2] - Jintian Co., Ltd. has established partnerships with major companies like BYD, Geely, Xiaomi, and CATL, covering core modules of the three-electric system [2] Group 3: Emerging Market Focus - The company has made significant strides in emerging sectors such as AI data centers and robotics, with a 60% year-on-year increase in copper material sales in the cooling sector in the first half of 2025, and a 72% increase in copper busbar sales [3] - Jintian Co., Ltd. has begun supplying high-precision, high-conductivity micro electromagnetic wires for various robotic motors, laying the groundwork for future market expansion [3] - The company has been proactive in the rare earth permanent magnet and new energy electromagnetic flat wire sectors, with a production capacity of 9,000 tons for rare earth permanent magnet materials, and plans to expand this capacity to 13,000 tons [3] Group 4: Future Strategic Plans - Looking ahead, Jintian Co., Ltd. has outlined its strategic blueprint for the 15th Five-Year Plan, focusing on expanding production capacity in Thailand and Vietnam, and upgrading domestic facilities [4] - The company aims to concentrate on over 20 strategic projects in technology innovation, including the development of graphene copper composite materials [4] - Jintian Co., Ltd. is committed to becoming a globally leading supplier of copper and copper alloy materials, emphasizing high-end, international, and diversified strategies to enhance its market share and brand influence [4][5]