方正電機(002196.SZ):成為蜂巢傳動新能源汽車驅動系統零部件產品的定點供應商
格隆匯9月1日丨方正電機(002196.SZ)公佈,公司近期收到客户通知,公司成為蜂巢傳動系統(江蘇)有限公司(“蜂巢傳動”)新能源汽車驅動系統零部件產品的定點供應商,將為其兩個平台項目提供4個型號扁線電機定轉子部件,用於終端系列平台車型裝配。
新能源汽車驅動電機業務作為公司的戰略發展重點,近年來公司在研發、製造等方面均保持高水平的持續投入。隨着公司合作客户的車型陸續量產上市,公司新能源汽車驅動電機出貨量取得較快增長。2021年1-6月,公司新能源驅動電機出貨19萬多台,出貨量繼續位居行業前列,並且市佔率進一步提升。公司已和上汽通用五菱、小鵬、吉利、蔚然動力、上汽乘用車、奇瑞汽車等客户達成合作關係。此次獲得蜂巢傳動的認可,為公司進一步拓展新能源汽車驅動電機(核心部件)市場,尤其是混動系統用扁線電機市場奠定基礎。此次定點項目客户預計年需求40萬台套,預計將對公司量產當年及後續幾年的營業收入和業績帶來積極影響。
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