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研判2026!中国新能源汽车高压部件行业进入壁垒、政策汇总、产业链图谱、市场规模、竞争格局及发展趋势分析:市场格局较为分散[图]
Chan Ye Xin Xi Wang· 2026-01-27 01:29
Core Viewpoint - The Chinese electric vehicle (EV) high-voltage component industry has transitioned from policy-driven to market-driven growth, with increasing consumer acceptance of pure electric and hybrid models, leading to a significant expansion in production and sales, and a surge in demand for high-voltage components [1][10]. Industry Overview - The high-voltage system in EVs is crucial for energy storage, conversion, transmission, and usage, operating at hundreds of volts, which distinguishes EVs from traditional fuel vehicles [2]. - High-voltage components are essential for the efficient operation of EVs, enabling energy management and enhancing overall performance [4]. Market Size and Growth - By 2025, the market size of China's high-voltage component industry is projected to reach 311.66 billion yuan, representing a year-on-year growth of 26.5%, capturing 49.32% of the global market share [1][10]. - In the first nine months of 2025, China's production and sales of new energy vehicles reached 11.24 million and 11.23 million units, respectively, with a year-on-year growth of 35.2% and 34.9% [8]. Industry Barriers - The high-voltage component industry faces significant technical barriers, requiring precise design, programming skills, and a deep understanding of system logic to ensure performance, reliability, and safety [5][6]. Market Policies - The Chinese government has implemented various policies to support the development of the automotive parts industry, including high-voltage components, creating a favorable environment for growth [6]. Industry Chain - The upstream of the high-voltage component industry includes suppliers of raw materials like copper, aluminum, and rare earths, while the downstream consists of EV manufacturers and the aftermarket, which is seeing increased demand as early EVs enter replacement cycles [7][8]. Competitive Landscape - The industry is characterized by a fragmented market with numerous players focusing on specific segments. Key companies include Xinrui Technology, Zhonghang Optoelectronics, BYD Semiconductor, and Futec Technology [10][11]. Development Trends - The industry is expected to see a shift towards higher voltage and efficiency, with wide bandgap semiconductor materials playing a crucial role in enhancing energy conversion efficiency [14]. - There will be a trend towards system integration and modularization, aiming for lightweight designs and cost control [14]. - Collaboration within the supply chain will deepen, with a focus on localizing key materials and components to build a self-sufficient supply chain [15].
深圳市得润电子股份有限公司关于担保事项涉及诉讼进展暨公司部分资产被查封的公告
二、公司部分资产被查封的原因 登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码:002055 证券简称:ST得润 公告编号:2026-005 深圳市得润电子股份有限公司关于担保事项涉及诉讼进展暨公司部分资产被查封的公告 本公司及董事会全体成员保证信息披露的内容真实、准确和完整,不存在虚假记载、误导性陈述或重大 遗漏。 深圳市得润电子股份有限公司(以下简称"公司")及子公司合肥得润电子器件有限公司(以下简称"合 肥得润")为原控股子公司美达电器(重庆)有限公司(以下简称"重庆美达")在中国农业银行股份有 限公司重庆璧山支行(以下简称"农业银行")的借款提供连带担保责任,由于重庆美达未及时、足额履 行还款义务,农业银行向重庆市璧山区人民法院(以下简称"璧山法院")对借款方和担保方提起诉讼, 并申请了财产保全,公司部分银行账户被冻结。担保事项及案件、银行账户冻结的具体情况详见公司分 别于2026年1月6日、2026年1月15日在《证券时报》《上海证券报》及巨潮资讯网 (http://www.cninfo.com.cn)上披露的《关于担保事项涉及诉讼的公告》《关于担保事项涉及诉讼进展 暨公司部分银行账户资金 ...
ST得润(002055) - 关于担保事项涉及诉讼进展暨公司部分资产被查封的公告
2026-01-26 09:30
证券代码:002055 证券简称:ST 得润 公告编号:2026-005 深圳市得润电子股份有限公司 关于担保事项涉及诉讼进展暨公司部分资产被查封的公告 本公司及董事会全体成员保证信息披露的内容真实、准确和完整,不存在虚假记载、误导 性陈述或重大遗漏。 三、对公司的影响、后续解决措施及风险提示 上述资产被查封为诉讼原告采取财产保全措施所致,上述资产目前仍由公司保管使用,未对公 司正常生产经营造成实质性影响,未导致公司触及《深圳证券交易所股票上市规则》第 9.8.1 条规定 的情形。诉讼发生之后,公司已经向重庆美达紧急发函,要求其立即向农业银行履行还款义务;同 时就资产陆续被冻结、查封事项,公司与法院等方正在进行积极沟通协商,公司将持续推进相关工 作,制定相关解决方案和措施,努力维护公司及全体股东利益。 公司将密切关注案件进展情况,并及时履行相应的信息披露义务。公司提醒广大投资者,《证 券时报》《上海证券报》为公司指定信息披露报刊,巨潮资讯网(http://www.cninfo.com.cn)为公司 指定信息披露网站,公司信息均以上述指定媒体刊登的信息为准。敬请广大投资者理性投资,注意 投资风险。 特此公告。 ...
得润电子索赔递交立案,财务造假已被处罚
Xin Lang Cai Jing· 2026-01-22 07:50
根据这份告知书,公司因连续多年财务报告存在虚假记载,被实施其他风险警示。 依据预处罚,索赔条件更新为于2020年8月27日-2023年12月30日期间买入,并在2023年12月31日之后卖 出或仍持有而亏损的即可加入维权。(得润电子维权入口) 二、实控人主导策划造假 具体来看该公司财务造假细节,背后是一场由实际控制人主导、虚构超5亿元回款的财务造假案。据调 查,该案可追溯至2020年。当时公司面临主要客户经营困难,无法按时偿还欠款,导致公司现金流紧 张。 为了解决这一问题,公司实际控制人、时任董事长兼总裁邱建民采取了非常规手段。 受损股民可至新浪股民维权平台登记该公司维权:http://wq.finance.sina.com.cn/ 关注@新浪证券、微信关注新浪券商基金、百度搜索新浪股民维权、访问新浪财经客户端、 新浪财经首页都能找到我 一、严重的财务造假行为 上海沪紫律师事务所刘鹏律师代理的投资者诉得润电子证券虚假陈述案近日递交立案。(刘鹏律师专 栏) 回溯此案,2025年12月31日,得润电子发布公告,公司及相关当事人收到深圳证监局出具的《行政处罚 事先告知书》。据调查,该公司在2020年、2021年和2 ...
得润电子索赔案已有胜诉先例
Xin Lang Cai Jing· 2026-01-20 07:32
Group 1 - The lawsuit for investor compensation against Derun Electronics (002055) has been officially filed in court and is currently progressing with further claims being accepted [1] - Derun Electronics received an administrative penalty notice from the Shenzhen Securities Regulatory Commission, revealing that the company engaged in fraudulent financial reporting between 2020 and 2021, including fictitious receivables totaling approximately 394.58 million yuan and 112.96 million yuan [1][2] - The actions of the actual controller and former chairman, Qiu Jianmin, led to significant underreporting of credit impairment losses and capital reserves, amounting to approximately 371.15 million yuan and 321.32 million yuan respectively [1] Group 2 - In June 2022, Qiu Jianmin directed a subsidiary of Derun Electronics to indirectly provide funds to a joint venture company, resulting in further fictitious receivables of approximately 26.84 million yuan and underreported credit impairment losses of about 5.06 million yuan [2] - The fraudulent activities resulted in false disclosures in the annual reports for 2020, 2021, and the semi-annual report for 2022, allowing investors who purchased shares between August 27, 2020, and December 30, 2023, to file for compensation [3] Group 3 - The law firm also reported progress in a separate case against Wenyi Technology (600520), now known as Sanjia Technology, where an investor has won a first-instance compensation case related to false statements [1] - Wenyi Technology received an administrative penalty decision from the Securities Regulatory Commission, revealing that the company failed to recognize asset impairments totaling approximately 106.32 million yuan, leading to inflated asset and profit figures in its 2023 semi-annual report [4] - Investors who bought shares of Wenyi Technology between August 7, 2023, and October 24, 2023, are eligible to initiate compensation claims [4]
得润电子(002055)投资者索赔案向法院提交立案
Xin Lang Cai Jing· 2026-01-15 05:10
Core Viewpoint - The article discusses the ongoing legal actions against Derun Electronics (002055) due to allegations of financial misconduct, including false reporting and misrepresentation of financial data, leading to potential claims for investor compensation. Group 1: Allegations of Financial Misconduct - Derun Electronics is accused of fabricating revenue figures of CNY 394,584,426.91 and CNY 112,960,100 for the years 2020 and 2021 respectively, resulting in understated credit impairment losses of CNY 371,151,433.40 and CNY 66,393,093.51 [3] - In June 2022, the company allegedly misrepresented revenue by CNY 26,836,923.99 and understated credit impairment losses by CNY 5,060,996.46 through indirect financial support to its affiliates [2][3] Group 2: Impact on Financial Reports - The actions of Derun Electronics led to false disclosures in its annual reports for 2020 and 2021, as well as the semi-annual report for 2022, which contained misleading financial information [4] - The company’s non-public offering report issued on January 11, 2022, also referenced these inaccurate financial statements, further compounding the issue of misrepresentation [4] Group 3: Legal Recourse for Investors - Investors who purchased Derun Electronics stock between August 27, 2020, and December 30, 2023, and sold or continued to hold the stock after December 30, 2023, may still file for compensation [5]
ST得润(002055) - 关于担保事项涉及诉讼进展暨公司部分银行账户资金被冻结的公告
2026-01-14 10:15
证券代码:002055 证券简称:ST 得润 公告编号:2026-004 深圳市得润电子股份有限公司 关于担保事项涉及诉讼进展暨 公司部分银行账户资金被冻结的公告 本公司及董事会全体成员保证信息披露的内容真实、准确和完整,不存在虚假记载、误导 性陈述或重大遗漏。 深圳市得润电子股份有限公司(以下简称"公司")及子公司合肥得润电子器件有限公司(以 下简称"合肥得润")为原控股子公司美达电器(重庆)有限公司(以下简称"重庆美达")在中 国农业银行股份有限公司重庆璧山支行(以下简称"农业银行")的借款提供连带担保责任,由于 重庆美达未及时、足额履行还款义务,农业银行向重庆市璧山区人民法院(以下简称"璧山法院") 对借款方和担保方提起诉讼,担保事项及案件具体情况详见公司于 2026 年 1 月 6 日在《证券时报》 《上海证券报》及巨潮资讯网(http://www.cninfo.com.cn)上披露的《关于担保事项涉及诉讼的公告》 (公告编号:2026-001)。 近日,公司通过自查银行账户获悉因农业银行向璧山法院申请财产保全,公司部分银行账户被 法院冻结。现将相关情况公告如下: 一、公司银行账户资金被冻结的基本情况 ...
开盘播报:上证指数涨0.09%,创业板指跌0.69%
Market Performance - Major market indices opened with mixed results, with the Shanghai Composite Index rising by 0.09% to 4086.76 points, while the Shenzhen Component Index fell by 0.30% to 13917.78 points, and the ChiNext Index decreased by 0.69% to 3279.38 points [1] Individual Stock Performance - A total of 2051 stocks rose at the opening, with 25 stocks hitting the daily limit up, including Fenglong Co. with 11 consecutive limit ups, *ST Dongyi with 13 limit ups in 10 days, and Luxin Investment with 11 limit ups in 9 days [1] - Conversely, 2493 stocks declined at the opening, with 2 stocks hitting the daily limit down, namely ST Derun and *ST Chuntian [1] Price Continuity Statistics - Among the stocks that hit the limit up yesterday, 21 stocks continued to hit the limit up today, including Zhizhi New Materials and Hangxiao Steel Structure [1] - Stocks that opened lower today included Puni Testing, Bibet, and Aipeng Medical, with declines of 8.20%, 7.41%, and 6.03% respectively [1] - Among the stocks that hit the limit down yesterday, ST Derun and *ST Chuntian continued to hit the limit down today [1]
ST得润(002055) - 股票交易异常波动公告
2026-01-08 09:16
证券代码:002055 证券简称:ST 得润 公告编号:2026-003 深圳市得润电子股份有限公司 股票交易异常波动公告 本公司及董事会全体成员保证信息披露的内容真实、准确和完整,没有虚假记载、误导性 陈述或重大遗漏。 一、股票交易异常波动的情况介绍 1.公司前期披露的信息不存在需要更正、补充之处; 2.公司未发现近期公共媒体报道了可能或已经对公司股票交易价格产生较大影响的未公开重大 信息; 3.公司近期生产经营情况正常,内外部经营环境未发生重大变化; 4.公司、控股股东和实际控制人不存在关于公司的应披露而未披露的重大事项或处于筹划阶段 的重大事项; 5.公司控股股东、实际控制人在股票交易异常波动期间不存在买卖公司股票的行为。 三、是否存在应披露而未披露信息的说明 本公司董事会确认,本公司目前没有任何根据《深圳证券交易所股票上市规则》等有关规定应 予以披露而未披露的事项或与该事项有关的筹划、商谈、意向、协议等;董事会也未获悉本公司有 根据《深圳证券交易所股票上市规则》等有关规定应予以披露而未披露的、对本公司股票及其衍生 品种交易价格产生较大影响的信息;公司前期披露的信息不存在需要更正、补充之处。 四、必要的 ...
得润电子:转让子公司股权,剩余1亿元转让款延期支付
Xin Lang Cai Jing· 2026-01-07 10:46
得润电子公告称,2023年2月,公司以4.16亿元将持有的柳州双飞42%股权转让给广西谦益,转让完成 后柳州双飞不再纳入合并报表。按协议,转让款分三期支付,公司未如期在2024年12月31日前收到第三 期款项1.65亿元。经协商,2025年广西谦益支付6455.87万元,尚余1亿元未付。鉴于柳州双飞经营及广 西谦益资金压力,各方签署《补充协议二》,约定2027年12月31日前付清余款,柳州双飞以生产设备提 供抵押担保。 ...