You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
永茂泰(605208.SH):公司的傳統優勢在材料,對汽車零部件、大型一體化壓鑄機的投資會慎重
格隆匯 03-09 15:20

格隆匯3月9日丨永茂泰(605208.SH)於2023年3月8日接受機構調研時表示,公司的傳統優勢在材料,因此,在投資策略上,我們對汽車零部件、大型一體化壓鑄機的投資會慎重。汽車零部件通常都是針對車型,其訂單變化與特定車型銷售密切相關。投資汽車零部件包括模具、熔化設備、壓鑄設備、機加工設備等,投資成本遠高於材料;大型一體化壓鑄需要使用多台6000T以上的大型壓鑄設備,並配備前後端的熔化、模具、機加工等設備,固定資產投資規模相對較大,且考慮產品特點和物流成本,一般佈局要臨近整車廠。但公司具有佈局一體化壓鑄的資金和材料技術條件,具體佈局和生產模式主要看客户策略和市場形勢。

Follow us
Find us on Facebook, Twitter , Instagram, and YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.
uSMART
Wealth Growth Made Easy
Open Account