密封科技(301020.SZ):未來兩年乘用車尤其是新能源車相關產品的佔比有望提升,會對業績提供一定的增長空間
格隆匯5月11日丨密封科技(301020.SZ)於2023年5月9日、2023年5月10日接受機構調研,問答環節中,就“公司密封墊片產品目前主要面向商用車市場,在乘用車尤其是新能源車方面有怎樣的發展空間?”,公司回覆稱,商用車密封以靜態密封為主,密封難度大,技術門檻較高,公司在經多年的技術積澱,公司憑藉產品質量和技術優勢,在細分行業具有較高知名度,目前與國內80%的商用車主機廠都有合作,處於細分市場領先地位。乘用車以動態密封為主,與商用車密封在技術上區別較大。公司在乘用車上產品的價值量不高,但是乘用車總的市場規模遠大於商用車,公司今年加大了乘用車尤其是新能源車領域的市場開拓,重點突破了新能源混動車型和增程發動機的密封墊片,已經陸續與國內幾家頭部新能源車企建立了合作關係,未來兩年乘用車尤其是新能源車相關產品的佔比有望提升,會對公司業績提供一定的增長空間。
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