順絡電子(002138.SZ):ADAS用EP變壓器等各式變壓器產品及功率電感均已實現大批量規模化交貨
格隆匯7月5日丨順絡電子(002138.SZ)近期在接待機構調研時表示,公司汽車電子產品聚焦核心大客户及行業龍頭企業,在標杆客户對技術、質量及性能的要求下不斷進行技術創新,產品種類不斷豐富,在持續研發和創新下,新產品質量及性能得到大客户的持續認可,不斷解決客户的痛點,滿足市場的需求,高端大客户新項目持續順利推動中。
目前產品佈局圍繞“三電一化”相關應用展開,產品廣泛分佈於智能駕駛、智能座艙、新能源汽車中的電池、電機、電控等應用方面,已經實現批量化供應的產品包括變壓器、多品類的功率電感、功率磁性器件、共模電感、疊層電感等多種品類。其中ADAS用EP變壓器、BMS電池管理用磁環網變、OBC用、DC-DC模塊用等各式變壓器產品及功率電感均已實現大批量規模化交貨。理論上可供產品的單車價值量會持續上升。
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