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經緯輝開(300120.SZ):擬15億元投建智慧車牌、醫療手術機器人工廠
格隆匯 11-11 12:55

格隆匯11月11日丨經緯輝開(300120.SZ)公佈,公司的全資子公司新輝開科技(深圳)有限公司(“新輝開”)與公司5%以上股東湖南天易集團有限公司(“湖南天易”)及其股東株洲高新技術產業開發區管理委員會簽訂《新輝開電子信息類項目進區合同》及《天易科技城自主創業園項目入園協議》。

新輝開電子信息類項目分兩期開發:第一期將深圳新輝開項目整體搬遷至株洲高新區,實現產能轉移升級;第二期將建設智慧車牌製造中心、數據中心、運營中心、醫療手術機器人、裸眼3D醫療成像等其他電子信息產業鏈相關項目,項目總投資預計不低於15億元。其中首期項目投資規模預計約5億元,包括房產後續購買、機器設備、土地、裝修、營運資金等。

公告顯示,新輝開電子信息類項目達產後年產值預計不低於15億元,年創匯預計不低於1億美元,達產後年上繳税收預計不低於6000萬元。根據項目進度,預計2021年初完成廠房建設、2022年完成設備安裝調試,預計在2023年全面營運。

公司強調,智慧車牌國內數據中心、運營中心項目目前處於研發階段;醫療手術機器人、裸眼3D醫療成像項目處於前期探索階段,能否商業化運營存在不確定性。而智慧車牌公司已經小批量生產,目前主要供給給國外客户ReviverMX,Inc.。

智慧車牌國內市場預計高達2680億元,該市場規模是根據國內汽車保有量約2億輛車,每輛車2塊牌,每塊牌670元人民幣簡單計算得出,具體市場規模受未來相關政策的制定、用户使用習慣、汽車保有量變化等多重因素的影響,準確市場規模存在很大不確定性。(公司目前銷售給美國客户ReviverMX,Inc.智慧車牌約167美元/塊,按照7.0匯率計算約合人民幣1169元/塊)。

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