上海沿浦(605128.SH):獲得新項目定點通知書
格隆匯11月20日丨上海沿浦(605128.SH)公佈,全資子公司天津沿浦汽車零部件有限公司於近期收到客户的《定點通知書》,天津沿浦將給客户生產供應2款新車型的精密注塑件(門模塊門基板領域的產品)。本公吿的定點通知書的產品類型是精密注塑件(門模塊門基板領域的產品),包括了2個項目(對應2款新車型,平治全新一代MBEA電動車平台中型轎車和中型SUV),其中1款新車型預計在2025年12月達到量產狀態,1款新車型預計在2026年5月達到量產狀態,但因整個項目的生產週期較長,市場情況及達到量產的時間點存在不確定性。目前根據客户預測,2款新車型的項目週期預計是8年,2款新車型在項目週期內預計將產生約2億元人民幣的營業收入。
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