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卧龍電驅(600580.SH):在墨西哥蒙特雷擁有一座大型工廠,有意拓展包括電動汽車驅動電機和機器人在內的新業務

格隆匯6月20日丨有投資者向卧龍電驅(600580.SH)提問,“特斯拉在墨西哥新建工廠,目前正尋找當地和全球能與特斯拉共同成長的供應商,請問除了公司希爾機器人能夠給特斯拉供應生產線產品外,公司的墨西哥當地工廠能夠打入特斯拉的驅動電機供應鏈嗎?公司墨西哥本地工廠有地理優勢,加之公司和特斯拉已有的業務關係,公司在此方面能有所突破嗎?”

卧龍電驅回覆稱,公司在墨西哥蒙特雷擁有一座大型工廠,是2018年併購的通用電氣工業電機的主廠區,並繼承了通用電氣多年成熟的本地運營經驗。公司以此工廠為據點,已經從工業應用開拓到日用類產品線,並有意拓展包括電動汽車驅動電機和機器人在內的新業務,為各類客户提供區域化配套。

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