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New Aluminum Era (301613.SZ): Since 2024, the company has signed long-term supply agreements with CSC Jinling, ganfenglithium, and XCMG new energy fund.
Gelonghui, November 22nd | In the new aluminum era (301613.SZ), at recent investor relations activities, the company actively engaged in product solution exchanges and technical discussions with Contemporary Amperex Technology for new customers since 2023, and passed the Contemporary Amperex Technology's qualified supplier audit in May 2024, expecting to achieve mass production supply of battery pack products within 2024. In addition, since 2024, the company has signed long-term supply agreements with Zhongchuang Xinhang, Ganfeng Lithium, and Xugong New Energy, obtaining multiple designated projects for battery pack and related products.
New Aluminum Era (301613.SZ): Has not signed a cooperation agreement with Nio and Tesla.
Gelonghui November 13th丨Xin Aluminum Era (301613.SZ) stated on the investor interaction platform that the company has not signed a cooperation agreement with NIO and Tesla, but has business cooperation with Zhejiang Geely Holding Group Co., Ltd. and its subsidiaries. According to the prospectus disclosure, in 2023, the company's sales revenue with Geely was 0.168 billion yuan, accounting for 9.43%.
New Aluminum Era (301613.SZ): Main customers include BYD, Geely autos and other vehicle manufacturers.
Gelonghui November 13th | New Aluminum Era (301613.SZ) stated on the investor interaction platform that the company's main customers include BYD, Geely Autos, and other vehicle manufacturers. The company is the largest supplier of aluminum alloy battery boxes for BYD's new energy autos, establishing a long-term stable cooperative relationship. In addition, since 2023, the company has entered the supply chain systems of Honeycomb Energy and Zhongchuang Aviation, signed long-term cooperation agreements, and conducted product sample testing or product evaluation testing with Contemporary Amperex Technology, SAIC Datong, Rep Battero, and other new customers for new product development, expecting to implement testing on Contemporary Amperex Technology within 2024.
New Aluminum Era (301613.SZ): Main products include new energy vehicle battery pack housings.
Gelonghui November 7th | New Aluminum Era (301613.SZ) stated on the investor interaction platform that the company's main products are battery boxes for new energy autos. According to EV Tank forecasts, the scale of the new energy power battery market will reach 208.5 billion yuan by 2030, with the battery box market expected to exceed 104.2 billion yuan. At the same time, as market competition intensifies, the industry may present a comprehensive competitive situation in terms of scale, technology, financial strength, etc. Companies in the industry will face risks in various aspects such as changes in industrial policies, fluctuations in raw material prices, and fluctuations in production and sales volumes.
New Aluminum Era (301613.SZ): The company's products are currently not used on small airplanes.
Gelonghui November 7th | Xinalu era (301613.SZ) stated on the investor interaction platform that the company's products are currently not used on small aircraft.
New Aluminum Era (301613.SZ): Currently, there is no cooperation agreement signed with customers regarding humanoid siasun robot&automation.
Gelonghui November 6th│Xin Aluminum Era (301613.SZ) stated on the investor interaction platform that the company has not yet signed any cooperation agreements with customers regarding humanoid siasun robot&automation.
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