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威邁斯(688612.SH):公司800V車載集成電源產品已獲得小鵬汽車、理想汽車、嵐圖汽車等客户的定點

格隆匯9月6日丨威邁斯(688612.SH)接受特定對象調研時表示,800V的市場發展取決於整個新能源汽車行業的發展情況,包括整車廠800V車型的推出節奏、充電基礎設施的配套建設等。對於整車電壓平台從400V升級到800V,公司的核心技術依然適用。配套開發車載電源產品並不存在技術障礙。並且,800V產品普遍會選用第三代半導體,而第三代半導體的價格相對較高,公司能進一步發揮磁集成控制解耦技術的優勢,節省更多的成本,競爭優勢進一步提升。

公司800V車載集成電源產品已獲得小鵬汽車、理想汽車、嵐圖汽車等客户的定點,其中小鵬G9車型已於2022年第三季度上市,為國內首批基於800V高壓平台的新能源汽車車型之一。2022年公司配套800V車型的車載電源集成產品收入為2,897.13萬元,具有一定的先發優勢和經驗積累。

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