精進電動(688280.SH):大眾商用車的控制器目前預計在2024年投產
格隆匯6月9日丨有投資者向精進電動(688280.SH)提問,“有調研報吿指出,公司已收到國外頭部整車企業要求北美擴產到15萬台/年的消息是否屬實?大眾商用車電控何時量產和達產,預計年營收和毛利率有多少?水星項目預計何時量產,預計年營收多少?”
精進電動回覆稱,客户因為未來產能的需要,要求供應商對未來產能進行評估是汽車行業的正常流程。當然客户預期未來境外新能源汽車需求增長比較快,這對客户和公司都是正向的信息。但是我們也要提醒投資人,未來市場波動可能高於預期或者低於預期,如果客户調整預期需求,公司也會隨之調整生產和投資計劃。大眾商用車的控制器目前預計在2024年投產。
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