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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.
Express News | New aluminum era: it is expected to achieve mass production supply of battery pack box products to contemporary amperex technology by 2024.
Nanshan Aluminum (301613.SZ): The main products are battery packs for new energy vehicles.
Gelonghui November 7th | Xinalu Era (301613.SZ) stated on the investor interaction platform that the company's main products are new energy battery packs for electric vehicles. According to EV Tank's forecast, the market size of new energy power battery packs is expected to reach 208.5 billion yuan by 2030, with the battery pack market expected to exceed 104.2 billion yuan. At the same time, as market competition intensifies, the industry may present an all-round competitive situation in terms of scale, technology, financial strength, etc. Companies in the industry will face risks such as changes in industrial policies, fluctuations in raw material prices, fluctuations in production and sales volumes, and so on.
New Aluminum Era (301613.SZ): The company's products are currently not used on small airplanes.
On November 7th, Ge Longhui reported that New Aluminum Era (301613.SZ) expressed on the investor interaction platform that the company's products are currently not used on small planes.
New Aluminum Era (301613.SZ): Currently, no cooperation agreements related to humanoid robots have been signed with customers.
GLENOXXI 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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