恒帥股份(300969.SZ):相關電機將會是公司未來業績主要增長點之一
格隆匯7月7日丨恒帥股份(300969.SZ)近期接受特定對象調研時,有投資者問:請簡要説明未來哪方面業務為主要增長點?
答:在目前的汽車產業內,不管是傳統燃油汽車還是新能源汽車,公司流體技術產品及電機技術產品都屬於汽車必須配置的產品和功能之一。
流體技術方面:公司在流體相關技術領域有深厚的積累,已經具備了成熟的系統解決方案配套能力。老客户配套率的提升和新能源客户的拓展會為公司帶來穩定的收入增長來源。在流體產品領域,除了傳統清洗系統外,公司還拓展了熱管理系統業務,該業務板塊會帶來新的業務增量。
電機技術方面:公司針對四門兩蓋領域開發了較多的電機品種,包括後備箱電機、吸合鎖電機、磁滯器電機、隱形門把手驅動機構、充電小門執行器等,相關電機將會是公司未來業績主要增長點之一。同時在部分細分應用場景中由單一電機配套向總成化、系統化產品配套發展,提升單車價值量。
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