万里扬(002434) - 万里扬调研活动信息

Group 1: Automotive Parts Business - The company focuses on the research, production, and sales of automotive transmission and drive system products, covering passenger vehicles, commercial vehicles, and new energy vehicles [2] - New energy vehicle drive systems include EV reducers, EDS "three-in-one" and "multi-in-one" drive systems, ECVT electric drive systems, and DHT hybrid systems [2] Group 2: New Energy Storage Business - The new energy storage business is operated by the subsidiary Wanliyang Energy, primarily engaged in the operation of generation-side energy storage power stations and electricity market spot trading [2] - The installed capacity of operational generation-side energy storage power stations is approximately 40 MW, located in Guangdong and Gansu provinces [2][4] - The company aims to develop a flexible power regulation service system, with a total scale of independent energy storage projects reaching 1000 MW/2000 MWh [3] Group 3: Business Development Plans - In the passenger vehicle market, the focus is on developing hybrid and pure electric vehicles, with strong competitive advantages in fuel efficiency, driving performance, installation space, and cost [3] - In the commercial vehicle market, the emphasis is on automatic transmission products (AMT), hybrid systems, and electric drive systems, with a growing demand for driving convenience and comfort [3] - The company plans to expand independent energy storage project reserves, focusing on seven reserve projects in Zhejiang and Guangdong provinces, with a total scale exceeding 3000 MW/6000 MWh [3] Group 4: Financial and Strategic Partnerships - The company utilizes various financing methods for energy storage projects, including self-funding, bank loans, capital market financing, and project market capital cooperation [4] - A strategic cooperation framework agreement was signed with the Yangtze River Green Development Fund to jointly develop and operate new energy storage assets and virtual power plants [4] Group 5: Commercial Vehicle Transmission Business - The commercial vehicle market demand has improved, leading to increased production and sales of commercial vehicle transmissions [4] - The company is focusing on product upgrades, particularly in hybrid systems for light and heavy trucks, as well as heavy truck AMT automatic transmissions and electric drive systems [4]