水晶光電(002273.SZ):取得捷豹路虎的合作機會,對公司來説十分重要
格隆匯7月27日丨有投資者向水晶光電(002273.SZ)提問:公司拿到捷豹路虎的開發定點,能給公司帶來什麼優勢?
水晶光電回覆:取得捷豹路虎的合作機會,成為其全球的Tier1供應商,對公司來説十分重要,一方面公司未來在爭取更多歐洲和美國傳統車企和新能源車企的tier1合作機會上,有更好的競爭優勢,另外一方面也增強了公司汽車電子業務的盈利能力。
與海外主流汽車品牌合作的優勢有兩點:第一,海外主流汽車品牌的出貨量具備可預測性。HUD作為一款定製化產品,前期的開發投入是必要的,達不到一定的銷售量,那麼盈利也有可能達不到預期水平;第二,是海外車企重視技術、管理和企業能力。對公司來説HUD的成本不僅包含材料採購和加工成本,也包含設計開發成本。願意為技術和創新提供定價預期,才會有更多的企業加入創新研發,技術才會進步,產業才會發展。
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