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东安动力:江淮汽车增程器项目逐渐增产
Ju Chao Zi Xun· 2025-08-26 09:13
Core Viewpoint - Dong'an Power is focusing on the development of range extenders in the new energy sector, with increasing production and sales expected in the fourth quarter, primarily serving clients like Dongfeng Lantu and Jianghuai Automobile [2] Product Development and Market Expansion - The company has diversified its product offerings across five dimensions: light commercial vehicles, medium and heavy trucks, passenger cars, new energy vehicles, and specialty markets, achieving comprehensive coverage in various fields including air, ground, water, and underwater [2] - The operational goal for 2024 is to achieve total machine sales of 600,000 units, with a target of 1 million units by 2026 and revenue of 10 billion yuan by 2027 [2] Production Capacity and Utilization - Current production capacity stands at 300,000 units for the main plant and 440,000 units for the subsidiary Dong'an Qifa, with both capacities based on a dual-shift, 250 working days standard [2] - The main plant's capacity utilization is relatively high, while some engine production at the subsidiary requires improvement in utilization rates [2] Financial Performance and Profitability - The overall gross margin for engines is low and has been declining year-on-year due to intense industry competition, underutilization of capacity, and poor profitability in commercial vehicles [2] - There is no significant difference in the engines for commercial and passenger vehicles, and the decline in gross margin is also attributed to increased depreciation following production line construction and adjustments in expenses under new accounting standards [2]
东安动力:布局三大市场,挑战2026年整机销量100万台、2027年100亿元
Ju Chao Zi Xun· 2025-08-15 09:44
Core Viewpoint - Dong'an Power aims to expand its market presence across three main areas: traditional market, export market, and range extender and hybrid market, with each segment targeting one-third of the overall business [2] Group 1: Future Goals and Market Strategy - The company plans to achieve a total sales volume of 1 million units by 2026 and aims for revenue of 10 billion yuan by 2027 [2] - For 2025, Dong'an Power has set a target of selling 600,000 units and achieving a revenue of 5.2 billion yuan [2] Group 2: Sales Performance - From January to July, the company sold 258,100 engines, representing a year-on-year increase of 23.88%, and sold 97,600 transmissions, which is a significant year-on-year increase of 119% [2] - In the first half of the year, Dong'an Power reported a revenue of 2.479 billion yuan, a year-on-year growth of 25.72%, and a net profit attributable to shareholders of 3.9212 million yuan, recovering from a loss of 6.7898 million yuan in the same period last year [2] Group 3: Product Development - The company is currently collaborating on the development of rotary engines and is undergoing a technical transformation of its range extender production line, expected to be completed by the end of Q1 next year to meet the growing demand for range extenders [2]
东安动力:四季度,增程器销量有望进一步提高
Zheng Quan Shi Bao Wang· 2025-08-15 08:15
上半年,东安动力净利润较上年同期实现扭亏为盈,主要原因是上半年公司AT变速器订单增加,相应 的营业收入及毛利较上年同期均大幅增长,同时,公司加速推进整体搬迁后的资产交接,本期确认的固 定资产处置收益增加。2025年上半年,受主要客户需求增长和新项目量产带动,东安动力的整机产量 33.07万台,同比增长33.95%。公司汽油发动机行业市场占有率2.39%,同比提高0.38个百分点。 据东安动力向机构投资者介绍,公司现有产能为本部30万台,子公司东安汽发44万台,产能均按双班 250工作日标准,东安动力本部产能利用率较高,子公司部分发动机产能利用率有待提高。公司制定的 2025年的经营目标为整机销售60万台,实现营业收入52亿元。1-7月,公司销售发动机25.81万台,较上 年同期增长23.88%,销售变速器9.76万台,较上年同期增长119%。目前新能源产品中,增程器主要匹 配东风岚图,DHT产品主要配郑州日产。公司目前批量增程器产品及已定点项目均为1.5T排量,6月份 以来,东风岚图项目增程器销量提升明显,江淮汽车(600418)项目也逐步增产。四季度,增程器销量 有望进一步提高。 "目前正在进行增程产品生产 ...