維峯電子(301328.SZ):公司產品主要應用於工業控制領域,在國內尚無同等體量的競爭對手
格隆匯2月21日丨維峯電子(301328.SZ)於2023年2月9日-2月17日接受機構調研時表示,公司產品主要應用於工業控制領域,並以汽車、新能源領域的新產品作為重要拓展方向,相關細分領域對產品的綜合性能及品質均有較高要求,市場競爭壁壘較高。公司在國內尚無同等體量的競爭對手,國外則主要對標泰科電子、莫仕、Harting Technology等國際一流連接器企業。
公司通過差異化競爭策略,利用自身產品品質優勢及快速開發優勢,積極通過國產化替代搶佔市場份額,在工業控制連接器等細分領域已形成較強市場競爭力。
在國內市場,公司競爭優勢主要表現為產品的高品質、多品類、以及定製化。公司較早進入工業控制等細分領域,已直接或間接與匯川技術、比亞迪、陽光電源等下游知名上市公司建立了合作關係。經過20多年的研發積累,已建立豐富的標準產品案例庫,覆蓋諸多應用場景,能夠在獲知客户需求後及時匹配對應解決方案。公司還積極參與大客户的產品預研,充分發揮產品線豐富的特點,持續提升為客户提供一站式服務的能力。
在國際市場,公司競爭優勢主要表現為產品性價比高、響應快速、多品類小批量定製開發。公司長期為泰科電子、Würth集團等國際知名品牌客户提供高端連接器,產品品質得到連接器大廠認可;公司結合下游客户小量多樣化定製化的需求特點,採取柔性生產理念,引進精益生產管理模式,結合全流程質量檢驗體系以及高強度自動化投入等,較好地把控生產成本,產品相較國際同行具有更高性價比;經過多年的積累與沉澱,公司已形成諸多應用場景下的平台化產品體系,半成品按照模塊化進行生產,成品在此基礎上快速進行參數定製及二次開發,從而實現相比國際廠商對客户需求的更快速響應,並可接受多品類、小批量的定製開發服務。
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