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精進電動(688280.SH):2024年上半年公司的碳化硅控制器會進入量產
格隆匯 11-22 09:12

格隆匯11月22日丨精進電動(688280.SH)11月21日接受特定對象調研時表示,我們今年上半年北美的三合一項目投產,目前正在生產爬坡階段。北美的三合一因為配套的多個車型,並逐一進入量產,這些項目主要放量在2024年。今年下半年公司(包括目前)有2個新乘用車項目進入量產。其中一個是上汽的混動產品,另外一個是奇瑞的混動產品。2024年上半年公司的碳化硅控制器會進入量產。

2024年以上項目都會放量。公司在北美有一個乘用車項目自2016就已經量產,今年全年都在供貨,而且數量有爬升。另外一個持續量產的項目是一汽紅旗的兩個產品。一款上汽的純電動產品。另外,公司仍然是吉利和小鵬的供應商,但是今年出貨不多。

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