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上海超級工廠年底投產,智能駕駛龍頭特斯拉產業鏈有望受益!
格隆匯 01-13 16:55

老規矩:今日我們還來回首歷史,並展望未來!

想必最近各位大佬的手機消息均被“特斯拉概念”強勢霸屏了吧!

小編每每打開“旭升股份(603305.SH)”盤面,臉上浮現出就一個字:“贊!”

這“一飛沖天”之勢不由得一聲感歎,苦日子終於熬到頭了,這大概是開年來的又一份驚喜,終於不是驚嚇了。

該股票與2019年10月2日以及同月24日在格隆匯APP或者官網---會員專享---“研報掘金”板塊完美覆蓋!

據統計,該股票自我司發佈覆蓋至今漲幅高達89.89%!實屬壯舉啊!

這樣的迅猛之勢出現“漲停”現象均在意料之中,接下來回顧以往研報內容:

參考之餘還得虛心學習啊

公司介紹:

旭升股份(603305.SH)

公司主要從事熱成型壓鑄和鍛造的精密鋁合金汽車零部件和工業鋁合金零件的研發、生產、銷售。產品主要應用於新能源和傳統汽車行業及其他機械製造行業。

特斯拉是公司最重要的客户

公司自2013年開始與特斯拉開展合作,在同步研發能力、產品設計能力、產品質量和良品率、反應速度、性價比等各方面得到了特斯拉的高度認可,是特斯拉一級供應商。

2014年至2019年6月末,公司對特斯   、56.46%、61.51%和52.09%。2014年至2019年6月末,公司對前五大客户的銷售收入佔主營業務收入的比例分別為68.04%、78.41%和77.63%、75.28%、74.28%和69.70%。

公司財務數據圖

特斯拉的獨特競爭優勢

(1)品牌定位精準

公司抓住新能源汽車高成本的痛點,定位準確,先以中高端的ModelS/X塑造品牌溢價能力,再以Model3/Y切入更大眾化的市場。

(2)顛覆性創新

以電動化、智能化及輕量化要素,把汽車打造成高科技產品,客户獲得極致體驗,裝配工藝水平低、安全性不足、內飾配置簡陋等問題被淡化。

(3)垂直整合產業鏈

控制核心技術包括電池包、車身、能量存儲、熱管理及電機等。

(4)高度智能化

深度整合底層電子電氣架構,並獨自研發和定義芯片,打造自己的汽車OS,形成閉環。

關聯公司

旭升股份(603305.SH)

想要查看更多文章內容,歡迎加入格隆匯會員大家庭,我們在格隆匯APP—會員專區—研報掘金板塊等你來!

格隆匯會員專欄由資本市場中的豐富經驗的研究員精心打造,重點覆蓋A股、美股、港股三大市場,深度挖掘醫藥醫療保健行業、新能源汽車產業鏈、半導體行業、人工智能產業鏈、愛奇藝、嗶哩嗶哩等精神文化娛樂產業鏈中的中長期投資價值。

快來加入格隆匯會員吧!

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