三豐智能(300276.SZ):鑫燕隆目前與比亞迪的合作是先做一條新線,未來幾年不斷導入新車型
格隆匯3月9日丨三豐智能(300276.SZ)於2023年3月8日進行路演活動時表示,為進一步提升公司的盈利水平,保持公司的市場競爭力,鑫燕隆也在逐步優化公司的客户結構。比亞迪是國內優質新能源車企的代表,目前正在做多平台佈局,車型種類越來越多。對焊裝產線設備來説,汽車產銷量影響不大,車型種類影響很大,每上一款新車需要有對應的生產線的升級改造。鑫燕隆目前與比亞迪的合作是先做一條新線,未來幾年不斷導入新車型,持續進行深度合作綁定。隨着汽車的更新換代週期越來越短,將會給公司汽車生產工藝裝備帶來較大的市場空間。
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