恒帥股份(300969.SZ):目前面向Tier1客户的電機收入份額處於不斷爬坡增長趨勢
格隆匯7月6日丨恒帥股份(300969.SZ)近期在接待機構調研時表示,公司在電機領域目前主要圍繞四門兩蓋領域:四個車門、充電小門蓋和後備箱蓋。目前,公司電機業務中後備箱領域電機業務佔比較高,其他領域電機品種滲透率在逐步提升過程中。在電機領域,公司主要作為二級零部件供應商(Tier2)進行供貨,深受Tier1客户的青睞,目前面向Tier1客户的電機收入份額亦處於不斷爬坡增長趨勢。相關電機領域亦有新客户在陸續合作。
電機產品的拓展方向主要圍繞電機應用場景開拓、產品系統化總成化、產品功能多樣化等方面展開。電機應用場景開拓將進一步拓展公司的產品庫,豐富公司的產品線;產品系統化總成化、產品功能多樣化將擴大公司單一產品的單車價值,例如針對部分場景需要磁滯功能,公司開發了磁滯器電機;在隱形門把手和充電小門領域,已拓展至“電機+執行器”的產品配置等。
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