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光峯科技(688007.SH):新能源汽車短期的價格戰不會對公司的車載業務造成影響
格隆匯 05-23 09:56

格隆匯5月23日丨有投資者向光峯科技(688007.SH)提問:新能源車價格戰,是否會對公司的車載業務造成不利影響?

光峯科技回覆:科技進步推動汽車產業的發展,整個行業處於多項變革中。價格戰的出現反映了汽車行業的未來趨勢,即消費者對體驗和差異化的需求越來越明顯。從公司與主機廠的接洽反饋來看,主機廠會考慮利用智能座艙展開差異化競爭,新車型往往將智能座艙的一項或幾項功能,作為銷售的賣點進行宣傳。

新能源價格戰必然會使得汽車的部分基礎配件行業受到一定的影響。但是,公司的車載光學業務主要錨定在車載顯示、激光大燈、HUD三大產品線,是顯示領域為數不多的能將顯示技術應用在車載光學市場的公司。公司的車載核心器件和產品,能滿足新能源汽車的個性化需求,並且帶來差異化體驗,是能為新能源車帶來賣點的新潮配件。同時,基於公司的顯示技術獨有性,公司車載器件的體積、抗光能力、能效等方面,明顯優越於現有的顯示技術,深受車企關注。因此,新能源汽車短期的價格戰不會對公司的車載業務造成影響。

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