銘利達(301268.SZ):公司目前是華為的一級供應商
格隆匯10月12日丨銘利達(301268.SZ)在投資者互動平台表示,新能源汽車行業是公司目前除儲能外增長最快的行業領域,最近幾年,新能源汽車行業是公司最大量資源投入的行業,包括研發、人才配置、高端設備、市場拓展等,並取得了良好的成績。目前公司在新能源汽車行業領域的結構件主要覆蓋了核心的三電系統(電機、電池、電控),以及一體化和輕量化結構件,工藝涉及壓鑄、型材衝壓、注塑,從產品覆蓋面及工藝類型上來看都比較全面,目前新能源汽車行業已成長為除光伏外的第二大行業,且持續呈高速增長的趨勢,增速遠高於整個公司的平均增速。公司目前是華為的一級供應商,由於華為涉及行業應用領域較多,目前公司與華為方面保持了密切的溝通和合作,未來具備良好發展前景的行業雙方均有可能進行合作。
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