東軟集團(600718.SH):將為吉利汽車供應5G智能通訊終端涉及總金額在6億元左右
格隆匯 9 月 25日丨東軟集團(600718.SH)公佈,公司全資子公司東軟集團(大連)有限公司(“東軟大連”)近日收到浙江吉利汽車零部件採購有限公司(“吉利汽車”)的定點通知,將選擇東軟大連作為其指定車型的部件供應商,為其定製開發和供應5G智能通訊終端(包括5G主機總成、天線等)。上述目標車型預計將在2022年前後量產上市,多數車型為面向全球銷售。預計在上述車型生命週期內,東軟大連為其供應5G智能通訊終端涉及總金額在6億元人民幣左右。
東軟是全球領先的汽車電子服務供應商,在汽車電子業務領域,經過近三十年的積累與發展,技術與市場份額都處於領先地位。作為車載系統整體供應商,公司車載量產業務已覆蓋國內絕大多數車廠,併成功拓展國際車廠的海外車型。此次定點項目,涵蓋該車廠面向全球銷售的多款車型,是公司與該車廠過往合作的延續,也是公司在5G智能網聯業務領域的一次重要進展和突破,對公司業務佈局和持續快速發展具有積極意義。
由於2020年至2022年前後,相關項目處於量產前的開發階段,對公司本年度業績及相應年度業績不會構成直接影響。上述車型量產後,每年收入根據該車廠當年實際訂單情況進行確認,預計不會對相應年度業績構成重大影響。
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