萊寶高科(002106.SZ):公司車載觸摸屏的直接客户為汽車總成一級廠商(Tier 1)
格隆匯11月12日丨萊寶高科(002106.SZ)近日接受特定對象調研時表示,公司車載觸摸屏的直接客户為汽車總成一級廠商(Tier 1),包括德賽西威、偉世通、馬瑞利、航盛等,公司通過該等客户間接將車載觸摸屏供應給的包括長安、吉利、長城、奇瑞、上汽、廣汽、通用、福特、本田、豐田、東風悦達起亞等幾乎所有內資、合資品牌的汽車整車廠商(大部分新能源汽車新勢力廠商除外)。
公司的車載觸摸屏應用於傳統燃油汽車和新能源汽車在產品技術規格和性能上基本上沒有區別,只是根據不同車型的要求定製不同的產品形狀和尺寸,且傳統汽車整車廠商同時上市銷售新能源汽車和燃油汽車,因此,公司沒有專門用於新能源汽車的車載觸摸屏的銷售收入佔比的統計數據。
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