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時代電氣(688187.SH):新能源汽車傳感器件今年一季度外銷交付量700多萬隻,同比約有4-5倍的增幅

格隆匯5月12日丨時代電氣(688187.SH)於2023年4月28日17:30-18:30召開電話會議,問答環節中,就“新能源汽車電驅和傳感器業務擴產節奏?”,公司回覆稱,新能源汽車電驅的擴產已經公吿,擴產週期是24個月,但公司會抓緊時間,預計12個月左右會完成主要工作。傳感器產線每條都不會很大,去年擴建13條產線,今年也會匹配交付情況陸續擴建。傳感器件今年一季度外銷交付量700多萬隻,相較上年同期約有4-5倍的增幅,此外還有軌交的傳感器交付量,比較穩定。

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