宁德时代“小伙伴”，新能源汽车细分领域龙头上市丨打新早知道

21世纪经济报道03-06

3月6日，有一只新股上市，为创业板的固德电材（301680.SZ）。该公司主营业务为新能源汽车动力电池热失控防护零部件及电力电工绝缘产品的研发、生产与销售。　　热失控防护是保障新能源汽车安全的关键环节，固德电材作为较早进入新能源汽车动力电池热失控防护领域的领先企业之一，经过多年技术积累和创新，获得了多项省级和国家级科技认定。2021年公司实验室被认定为江苏省省级企业技术中心，2022年被工信部...

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　　热失控防护是保障新能源汽车安全的关键环节，固德电材作为较早进入新能源汽车动力电池热失控防护领域的领先企业之一，经过多年技术积累和创新，获得了多项省级和国家级科技认定。2021年公司实验室被认定为江苏省省级企业技术中心，2022年被工信部评定为国家级专精特新“小巨人”企业，2024年3月被评定为江苏省省级工程技术研究中心。截至2025年上半年，公司已获得专利96项，其中发明专利36项，实用新型60项。　　客户方面，固德电材聚焦新能源汽车热失控防护领域，目前已成为多家全球知名整车制造商及电池生产商的一级供应商，与通用汽车、福特、Stellantis、T公司、现代起亚、丰田、宝马、吉利、零跑、小鹏、一汽集团等整车制造商，以及宁德时代、欣旺达、蜂巢等电池生产商在内的行业领军企业建立了长期稳定的合作关系。同时，固德电材已获得多家下游客户的高度认可：荣获通用汽车“2024年度供应商质量卓越奖”、吉利集团“24年度最佳服务供应商”、零跑汽车“卓越贡献供应商”、东方电气“战略供应商”等荣誉。　　值得注意的是，固德电材提醒投资者，公司面临贸易政策风险。2022年至2025年上半年，公司部分下游客户为美国企业，公司新能源汽车热失控防护业务直接出口美国的产品销售收入分别为0.51亿元、1.13亿元、2.25亿元和0.71亿元，占营业收入的比例分别为10.80%、17.38%、24.73%和15.44%。由于美国关税政策变化频繁，公司难以预测未来关税政策变化及关税水平，若主要出口市场长期维持或加码高关税等贸易限制政策，可能导致公司境外销售增速放缓及境外销售毛利率下滑，将对公司经营业绩造成不利影响。（文章来源：21世纪经济报道）","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 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