Mothehi oa Motor (002196) o lokolotse tlaleho ea eona ea selemo ea 2023 le tlaleho ea kotara ea pele ea 2024 joalo ka ha ho reriloe. Tlaleho ea lichelete e bontša hore k'hamphani e fihletse chelete ea li-yuan tse limilione tse likete tse 2.496 ka 2023, keketseho ea selemo le selemo ea 7.09%; phaello e felletseng e hlahisoang ke k'hamphani ea motsoali e ne e le li-yuan tse limilione tse 100, e fetolang tahlehelo hore e be phaello ea selemo le selemo; phaello e seng ea letlooa e ne e le -849,200 yuan, ho nyoloha ka 99.66% selemo le selemo. Lintlha tsa tlaleho ea kotara ea pele selemong sena li bontšitse hore phaello ea chelete e hlahisoang ke k'hamphani ea motsoali e ne e le tahlehelo ea li-yuan tse limilione tse 8.3383, 'me phaello e ntle ka nako e tšoanang selemong se fetileng e ne e le li-yuan tse limilione tse 8.172, ho tloha ho phaello ho ea tahlehelo; chelete ea ts'ebetso e ne e le li-yuan tse limilione tse 486, keketseho ea selemo le selemo ea 9.11%.

Ka 2024, k'hamphani e tla tsoelapele ho tsepamisa maikutlo ho nts'etsopele ea balaoli ba lisebelisoa tsa lapeng le balaoli ba lisebelisoa tsa motlakase, ha e ntse e eketsa lipatlisiso le nts'etsopele le katoloso ea mmaraka oa taolo ea likoloi.

Sekhahla sa lekhetho se behile pele har'a likabelo tsa A-Lishui City ka lilemo tse peli tse latellanang

Litaba tsa sechaba li bonts'a hore Mothehi oa Motor ke k'hamphani ea kantle ho naha ea kantle ho naha e sebetsanang le tlhahiso ea mehloli ea motlakase bakeng sa lisebelisoa tsa ho roka. Lihlahisoa tse ka sehloohong tsa Mothehi oa Motor ke li-motors tsa mochini oa ho roka. Mechini ea eona ea liindasteri ea ho roka le li-motor tsa mochini o rokang le letoto le leng la lihlahisoa li romelloa linaheng tse ngata le libaka tse kenyeletsang Europe, Amerika, Middle East le Asia Boroa-bochabela. Bophahamo ba tlhahiso le kantle ho naha ea li-motor tsa mochini oa ho roka ka bobeli ke tsona tse etellang pele naheng.

Khampani ke eona feela k'hamphani ea lisebelisoa tsa motlakase Lishui City, Profinseng ea Zhejiang. Lilemong tsa morao tjena, k'hamphani e 'nile ea tsoela pele ho ntlafatsa moralo oa eona oa leano, e kopanya le lithibelo tsa eona tsa theknoloji le melemo ea tlhōlisano ea indasteri, e eketsa lipatlisiso le nts'etsopele le katoloso ea' maraka oa likoloi tsa likoloi, 'me ea boloka mokhoa o holimo oa chelete. Ho tloha joale, ho na le lik'hamphani tse 8 tsa A-share motseng oa Lishui. Ho tloha ka 2022, k'hamphani e behile boemo ba pele boemong ba lekhetho har'a lik'hamphani tsa A-share Lishui City ka lilemo tse peli tse latellanang.

Khoebo ea li-smart controller e tsoetse pele, phaello ea phaello e holimo haholo

Tlaleho ea lichelete e bontša hore phaello ea kakaretso ea k'hamphani e tla fihla ho 15.81% ka 2023, e leng tlaleho e phahameng lilemong tse 'nè tse fetileng. Mabapi le lihlahisoa, phaello e felletseng ea lihlahisoa tsa kopo ea likoloi e tla ba 11.83% ka 2023, e leng keketseho ea liperesente tse 4.3 ho tloha selemong se fetileng; phaello ea kakaretso ea lihlahisoa tsa li-controller tse bohlale e tla feta 20%, ho fihla ho 20.7%, keketseho ea 3.53 lekholong ho tloha selemong se fetileng, 'me phaello ea kakaretso ea balaoli ba bohlale e tla fihla holimo; phaello e felletseng ea lihlahisoa tsa mochini o rokang e tla ba 12.68%.

Mabapi le khoebo e bohlale ea taolo ea lihlahisoa, k'hamphani e boletse hore ka mehato e mengata e kang ho ntlafatsa ts'ebetso ea tlhahiso, ntlafatso ea tharollo ea tekheniki ea sehlahisoa, le lipatlisiso le nts'etsopele le nts'etsopele ea lihlahisoa tse ncha tsa projeke, phaello ea eona e kholo e ntlafalitsoe haholo le ts'ebetso ea eona. maikemisetso a fihletswe hantle.

Khamphani e boletse hore leha mebaraka ea bareki ea Europe le Amerika e ne e le botsoa, ​​bareki ba maqheka ba malapeng joalo ka Ecovacs, Tineco, Monster, le Wrigley ba ne ba e-na le tlhoko e matla, mme khoebo ea taolo e bohlale ea k'hamphani ka kakaretso e ntse e bolokile mokhoa o motle oa kholo, ka chelete e kenang ea ts'ebetso. e fetohile ho -12.05% selemo le selemo. Ka nako e ts'oanang, k'hamphani e ntlafalitse haholo phaello ea eona e felletseng mme e fihletse lipheo tsa eona tsa ts'ebetso ka mehato e mengata joalo ka ntlafatso ea ts'ebetso ea tlhahiso, ntlafatso ea tharollo ea mahlale a lihlahisoa, le lipatlisiso tse ncha tsa sehlahisoa sa projeke le nts'etsopele le indasteri.

Nakong e tlang, k'hamphani e tla theha lits'ebetso tse tharo tse kholo tsa tlhahiso ea babusi ho la China Bochabela, China Boroa le mose ho maoatle (Vietnam) ho ntlafatsa bokhoni ba tlhahiso le ho ntlafatsa sebopeho sa bokhoni.

Khoebo ea micro motor le enjene e laolang e fetile nako e botsoa haholo

Khamphani e boletse hore li-motor tsa mochini oa ho roka oa ntlo butle-butle li khutletse maemong a tloaelehileng, 'me lisebelisoa tsa motlakase tse sa tsoa tseteloa lilemong tsa morao tjena li se li qalile ho eketseha ka bongata le ho hlahisa phaello. Khamphani ea khoebo ea lisebelisoa tsa motlakase e kene setsing sa phepelo ea bareki ba machabeng joalo ka TTI, Black & Decker, SharkNinja, le Posche, 'me e nts'etsapele mefuta e fapaneng ea lihlahisoa tsa makoloi bakeng sa bona masimong a ts'ebeliso joalo ka li-vacuum cleaners, lisebelisoa tsa jareteng, li omisa moriri. , le li-compressor tsa moea.

Ho tloha halofo ea bobeli ea 2023, khoebo ea mochini oa ho roka ea ntlo ea k'hamphani e ile ea qala ho hlaphoheloa butle-butle, 'me litaelo tsa motlakase tsa lisebelisoa tsa motlakase li ile tsa kena sethaleng sa ho potlakisa tlhahiso ea boima.

Mabapi le khoebo ea taolo ea enjene, ka 2023, theko ea thekiso ea lihlahisoa tsa DCU tsa k'hamphani e nang le thepa e felletseng, Shanghai Haineng, e theohile haholo ka lebaka la lintlafatso tsa tlhahiso le ntlafatso ea theknoloji. Lihlahisoa tsa GCU li ntse li le sethaleng sa lipatlisiso le nts'etsopele 'me ha li e-s'o qale tlhahiso ea bongata, kahoo chelete e ka sehloohong ea khoebo e ntse e le boemong bo tlaase. Leha ho le joalo, Shanghai Haineng e ntse e tsitlallela ho tsetela ka ho tsoelang pele lipatlisisong le nts'etsopele le katoloso ea morero lefapheng la balaoli ba enjene, 'me e fumane liphello tse ntle ka 2023 - lihlopha tse nyenyane tsa tsamaiso ea tsamaiso ea lifofane li ile tsa kenngoa; li-chip controller tse hlahisoang ka har'a naha li ne li na le lienjine tsa 2.6MW mme li fetisitse kamohelo ea bareki; Litsamaiso tsa taolo ea enjene ea khase ea tlhaho ea VI ea naha li ne li kentsoe lienjineri tsa literaka tse boima tsa K15N ho fihlela tlhahiso e ngata. Tlhahiso e kholo ea tsamaiso ea National VI ea taolo ea enjene ea khase ea tlhaho e lebelletsoe ho fana ka tšehetso e matla bakeng sa lekeno la Shanghai Haineng le kholo ea ts'ebetso ka 2024 le ho feta.

Khoebo e ncha ea likoloi tsa motlakase e haufi le phaello, tokiso ea sebopeho sa sehlahisoa le nts'etsopele e ncha ea bareki e tsamaea hantle

Ka 2023, Mothehi oa Motor o fumane morero o mocha o nepahetseng. Khampani e tla fana ka lisebelisoa tsa li-motor stator le rotor bakeng sa moloko oa eona o mocha oa likoloi tse hloekileng tsa motlakase, 'me tlhahiso ea boima le phepelo e lebelletsoe ho qala qetellong ea kotara ea bobeli ea 2024. Ka nako e ts'oanang, k'hamphani e boetse e amoheloa ke bareki ba machaba, 'me khoebo ea eona ea machaba e ntse e ntlafatsoa.

Qetellong ea 2023, thomello e akaretsang ea k'hamphani e tla ba li-unit tse ka bang limilione tse 2.6, 'me lihlahisoa tsa eona li tla sebelisoa mefuteng ea likoloi tse fetang 40. Ka tlhahiso e kholo ea bareki ba bacha le merero e mecha, khoebo e ncha ea motlakase ea motlakase ea k'hamphani e tla tšela sebaka sa phomolo ebe e qala ho hlahisa phaello butle-butle.

Ka keketseho ea butle-butle ea sekhahla sa ho kenella ha makoloi a macha a matla, boholo ba mmaraka ba li-motor tse ncha tsa motlakase le litsamaiso tsa ho khanna motlakase bo hotse ka potlako. E le ho finyella tlhokahalo e ntseng e eketseha ea bareki ba tlaase nakong e tlang, k'hamphani e tla tsoelapele ho tsetela kahong ea bokhoni ka 2023, 'me e phethe karolo e itseng' me e kenye tlhahiso ea morero oa tlhahiso ea selemo le selemo ea li-motors tsa koloi tse limilione tse 1,8 Lishui, Zhejiang; Zhejiang Deqing e rera ho aha projeke e ncha e nang le tlhahiso ea selemo le selemo ea li-motor tse limilione tse 3. Karolo ea pele ea tlhahiso ea selemo le selemo ea li-unit tse 800,000 le eona e phethiloe ka mokhoa o itseng 'me e kentsoe tlhahiso, 'me polante e kholo ea mohato oa bobeli oa tlhahiso ea selemo le selemo ea likarolo tse limilione tse 2,2 e se e qalile kaho. Ho latela pono ea nts'etsopele ea nako e telele ea k'hamphani, kaho ea sebopeho sa matla e boletsoeng ka holimo e tla ba le phello e ntle ho nts'etsopele ea khoebo ka kakaretso ea k'hamphani nakong e tlang, 'me e fane ka litiiso tsa mantlha tsa ho kopanya lisebelisoa tsa boleng bo holimo, ho ntlafatsa ts'ebetso ea maano. sebopeho, le ho matlafatsa tshusumetso.

Litsi tse holimo tsa barekisi li na le likarolo tse ncha, 'me setoko se nyolohile ho feta 10% matsatsing a 5 a fetileng.

Ho latela pono ea sebopeho sa beng ba liabo tsa k'hamphani, ho tloha bofelong ba 2023, litsi tse peli tse etelletseng pele tsa ts'ireletso li ile tsa hlaha har'a beng ba liabo ba leshome ba khamphani. Beng ba karolo ea borobong e kholo ka ho fetesisa, "CITIC Securities Co., Ltd.", e tšoere 0.72% ea liabo tse potolohang, 'me karolo ea leshome e kholo ka ho fetisisa e potolohang, "GF Securities Co., Ltd.", e tšoere 0.59% ea likarolo tse potolohang. Litsi ka bobeli ke li-holder tse ncha.

Mohlomong ka lebaka la mokhathala oa lintlha tse mpe tse boletsoeng ka holimo le boemo bo ntlafetseng ba khoebo indastering ea likoloi, theko ea thepa ea Mothehi oa Motor e eketsehile ka ho feta 10% matsatsing a mahlano a fetileng (April 23 ho ea ho 29 April), ho fihla ho 11,22%.

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Nako ea poso: Jun-04-2024