維科精密(301499.SZ):安費諾系公司客户,供貨產品主要為非汽車連接器及零部件
格隆匯10月11日丨有投資者在投資者互動平台向維科精密(301499.SZ)提問,“公司在三電研發有哪些成果,目前的產品是否直接用於線控底盤及自動駕駛? 據瞭解安費洛是華為問界、比亞迪、特斯拉等新能源車企的合作商,維科是否直接或間接與安費諾的合作企業有供貨關係,是否為二級供應商? 公司已收到華為問界(賽力斯)供應體系的SOR是否屬實,後續是否會定點合作?”
公司表示,公司順應行業發展趨勢,積極佈局新能源三電系統。電控系統部件產品主要為EMC濾波器組件、電控信號處理器及IGBT功率模塊部件;電機系統部件主要為驅動電機定子線圈、轉子平衡盤和高壓電流連接器。電池系統部件主要為CATL BMS電池包連接器。公司研發的電子助力轉向系統部件目前尚在小批量生產階段。安費諾系公司客户,供貨產品主要為非汽車連接器及零部件。公司目前與華為、賽力斯暫無直接合作。
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