恒帥股份(300969.SZ):公司早期通過上海依工向蔚來汽車配套充電小門“電機+執行器”產品,目前該產品已逐步拓展至其他整車廠客户
格隆匯6月8日丨恒帥股份(300969.SZ)6月5日、6月8日接受特定對象調研時表示,在新能源汽車智能化、電動化的潮流下,充電小門正逐步從手動開啟向電動開啟方向發展。為響應市場需求,公司開發了相應的電機產品,並已拓展至“電機+執行器”的產品配置,未來有望向充電小門總成的方向發展。在單車配置量方面,主要取決於整車廠的充電小門設置情況,部分車型快充口和慢充口布置在一處,因而只需要一個充電小門總成,部分車型快慢充口單獨佈置,則需要兩個充電小門總成。公司在新能源業務領域佈局較早,為後續新產品的發展奠定了良好的客户基礎。公司早期通過上海依工向蔚來汽車配套充電小門“電機+執行器”產品,目前該產品已逐步拓展至其他整車廠客户,未來該產品具有較好的發展前景。
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