華達科技(603358.SH):客户包括大眾、特斯拉等車企在國內設立的8家合資車企
格隆匯9月19日丨華達科技(603358.SH)在9月18日業績説明會上表示,公司衝壓焊接零部件業務客户以合資車企為主,合資車企業務份額佔此項業務營收總額的70%左右。客户包括本田、豐田、大眾、通用、特斯拉等車企在國內設立的8家合資車企;新能源零部件業務客户主要是國內新能源電池生產企業和部份整車廠,客户包括寧德時代、上汽時代、蜂巢能源、捷新動力、寧德伊控、億緯鋰能、小鵬、華人運通、比亞迪等。生產的產品直接或間接為上汽、吉利、小鵬、長城、華人運通、哪吒、理想等車企生產的多款車型提供產品配套。當前,國內汽車行業競爭格局發生了深刻變化,中國作為全球範圍內最大的新能源汽車市場之一,國內自主品牌在新能源汽車市場佔據絕對優勢。合資品牌在與國內自主品牌競爭中處於劣勢地位,合資品牌正在向電動化轉型。
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