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凱眾股份(603037.SH):作為二級供應商對賽力斯供貨緩衝塊產品佔營收比不大

格隆匯10月16日丨凱眾股份(603037.SH)公佈股票交易異常波動公吿,公司作為二級供應商對賽力斯供貨緩衝塊產品,2022年銷售額150萬元左右,佔公司2022年營收0.23%;2023年上半年銷售60萬元左右,佔公司2023年上半年營收0.2%,預計對公司2023年營收影響極小。公司作為二級供應商對江淮汽車供貨減震產品、對奇瑞供貨減震和踏板產品,2022年-2023年不涉及上市的華為相關車型,未產生銷售額。

目前公司生產經營正常,主營業務未產生變化。公司對賽力斯、江淮、和奇瑞的華為相關車型銷售額在公司營收佔比較小,同時,公司實際銷售額與客户汽車實際產銷量直接相關,受汽車市場整體情況等因素影響客户可能改變生產計劃與採購需求,進而給公司供貨量帶來不確定性影響,合同履約過程存在不確定性。

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