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文燦股份(603348.SH)股票異常波動 前三季度對特斯拉及蔚來銷售收入分別為9235.88萬元及7711.77萬元
格隆匯 12-31 16:40

格隆匯12月31日丨文燦股份(603348.SH)發佈公告,公司股票於2019年12月27日、12月30日、12月31日連續三個交易日內日收盤價格漲幅偏離值累計超過20%,根據《上海證券交易所交易規則》的有關規定,屬於股票交易異常波動。

經公司自查,並向公司控股股東、實際控制人核實,截至本公告披露日,除已披露的籌劃重大資產重組事項及股權激勵事項外,不存在應披露而未披露的重大信息。

公司注意到,近期有媒體報道公司新能源汽車客户特斯拉、蔚來的相關情況,包括:特斯拉上海工廠首批15輛中國製造特斯拉Model3於2019年12月30日正式交付,蔚來於美國時間2019年12月30日披露了2019年第三季度報告等信息。公司已為特斯拉、蔚來批量供應鋁合金車身結構件,公司與上述客户的具體合作情況如下:公司2019年1-9月對特斯拉的銷售收入為9,235.88萬元,佔銷售收入的比例為8.57%。

公司目前與特斯拉的合作,主要是基於在北美生產的ModelX和ModelS,主要供應產品為前減震,後減震,車門等車身結構件。在Model3車型上,公司供應的產品為空調支架和壓縮機支架,這類產品目前沿用了北美的產品,公司也同步供應至上海特斯拉工廠。公司2019年1-12月向特斯拉上海工廠供貨數量約為8,000件,向特斯拉北美工廠供貨數量約為575,000件。公司向特斯拉上海工廠供貨的數量佔比較小。

公司2019年1-9月對蔚來的銷售收入為7,711.77萬元,佔銷售收入的比例為7.16%。公司目前與蔚來合作,主要車型為ES6、ES8,主要產品為後縱梁、前減震、A柱、扭力盒等車身結構件。

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