科大國創(300520.SZ):BMS產品業務將逐步恢復並保持穩定發展
格隆匯9月12日丨科大國創(300520.SZ)近期在接待機構投資者調研時表示,2023年以來,受傳統燃油車降價去庫存及國補終止等事件的階段性影響,下游新能源車企競爭加劇,部分車企的需求量有所減緩,進而導致相關零部件廠商銷售短期承壓,及消費者對於新能源汽車的認可度持續增加,市場需求結構也在發生變化,中高端、大功率車型的銷售佔比不斷增加,公司部分客户的A00級車型銷量低於預期。為應對市場需求變化,公司積極推進BMS產品創新升級,並加大市場開拓力度,加快推進與現有客户的新車型及五菱、吉利、華晨鑫源等新客户的合作,但新產品的市場導入需要一定時間週期,短期尚未能形成規模化銷售。隨着公司BMS產品新車型、新客户規模化銷售的持續推進,公司該業務將逐步恢復並保持穩定發展。
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