永茂泰(605208.SH):與大眾、通用等現有主要客户的合作廣度在擴大,配套大眾MEB和通用BEV3新能源車型平台
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,公司不斷積極鞏固與老客户的合作關係,穩定公司已佔據的市場份額。實際上,大眾、通用等老客户也在積極開發新能源汽車業務,公司也積極介入老客户新能源汽車的研發中。針對新客户,公司加大拓展力度。鋁合金方面,公司已開始向文燦宜興基地,隨着文燦宜興基地產能的提升,公司供貨量也將相應提升;公司也開始向晉拓批量供貨;此外,拓普也將於近期開展對公司的供應商認證。汽車零部件方面,公司與大眾、通用等現有主要客户的合作廣度在擴大,配套大眾MEB和通用BEV3新能源車型平台,已獲得電動車剎車卡鉗、銅排等項目,並進一步開發其他新能源車客户。
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