On February 25, Zhejiang Dun’An Artificial Environment Co.Ltd(002011) disclosed the annual performance express of 2021. In 2021, the company achieved an operating revenue of 9.849 billion yuan, a year-on-year increase of 33.44%; The net profit after deducting non-profit was 388 million yuan, a year-on-year increase of 474.88%.
Since 2021, Zhejiang Dun’An Artificial Environment Co.Ltd(002011) has focused on the core main business, adhered to technology and product research and development, optimized product structure, attached importance to quality management, continuously increased the market share of various products, significantly increased the electronic expansion valve and four-way valve, and continuously expanded the market in the commercial field; Continue to tap the potential and reduce the cost, and improve the asset operation efficiency from the aspects of supply, production and marketing. In 2021, the production and sales of main products increased significantly, the operating revenue increased, and the profit level increased accordingly.
Under the goal of “double carbon”, the thermal management market of new energy vehicles is becoming a new blue ocean. After years of development, Zhejiang Dun’An Artificial Environment Co.Ltd(002011) major automotive thermal management products have made breakthrough progress and rapidly increased market share. The product categories include refrigerant side valves, including electronic expansion valve, electromagnetic expansion valve, solenoid valve, one-way valve, thermal expansion valve, combined valve, etc; Water side parts, including multi-channel water valve, water pump, etc. and commercial vehicle battery thermal management unit.
The relevant person in charge of Zhejiang Dun’An Artificial Environment Co.Ltd(002011) said: “At present, the company’s production capacity of thermal management products can meet the actual loading needs of customers. Since the first half of 2021, the company has been increasing the investment in production lines. The production time of the new production line is about 3-5 months. The planning of the automotive industry is strong, which will give us time to prepare. The company’s production capacity will be expanded again in 2022. At present, the equipment of several new production lines will be in place to meet the demand In response to the possible explosive growth demand in the later stage, we are confident that there will be no capacity bottleneck. “
It is reported that Zhejiang Dun’An Artificial Environment Co.Ltd(002011) has established cooperation with Byd Company Limited(002594) , Weilai, ideal, FAW, SAIC, Geely, Chang’an and other main engine plants, Valeo, air conditioning international, Marelli, Sandian, Songzhi, Yuxin, Bonaire and other vehicle air conditioning system plants, as well as new thermal management forces such as yinlun and Tuopu, and has established cooperation with battery enterprises such as Contemporary Amperex Technology Co.Limited(300750) , Weihong power, mengguli, Yutong, CRRC Faw Jiefang Group Co.Ltd(000800) has also established a good supply relationship in the field of commercial vehicle battery thermal management. At the same time, the company said that it would continue to strive to expand high-quality overseas customers and Sino foreign joint venture customers in 2022.
\u3000\u3000 “At present, the thermal management technology of new energy vehicles is developing in the direction of heat pump and module integration. The light weight of the whole vehicle and the miniaturization of modules and parts are clear trend requirements. Low internal leakage and low noise of refrigerant parts are also more and more significant technical requirements of the thermal management integration module. Hybrid cars are also developing in the direction of heat pump, and the control technology is changing from” point control ” ’Evolving to ‘domain control’, the use of controllers and chips will be effectively reduced. ” As for the technical development trend of thermal management of new energy vehicles, Zhejiang Dun’An Artificial Environment Co.Ltd(002011) the relevant person in charge said, “At the present stage, the speed of technical iteration is still relatively fast, and various new functional requirements are gradually put forward. For the current stage of rapid iteration, combined with the long certification cycle of new products by the vehicle factory, the suppliers are required to have faster response speed and better new product iteration ability. Therefore, we have also made corresponding preparations.”
