溯聯股份(301397.SZ):有足夠的新技術儲備應對未來汽車行業格局的變化
格隆匯12月1日丨溯聯股份(301397.SZ)近期在接待機構投資者調研時表示,通過近期的市場走勢以及各整車廠的動態信息上觀察,公司認為未來會進入多動力並行時代,未來EV:XEV(包含PHEV、增程、DHT等插混系統):ICE(燃油車含HEV)佔比或為3:3:3、3:4:3或4:3:3的格局,並會持續一定時間。公司在車輛和儲能單元的液冷熱管理系統,包括流體管路、連接件、控制部件以及熱交換領域均投入了大量研發資源,新能源汽車收入也成為公司業務增長的主要動力。而同時公司依然深挖燃油車市場的潛力,抓住自主品牌組團出海、合資品牌降本增效以及國7排放升級換代等巨大市場機遇開發新產品,提升市場佔有率。氫燃料電池因為傳輸和存儲問題(液氫250大氣壓-200攝氏度存儲條件),公司認為短期不會成為乘用車主流,但在商用領域(車輛及能源)依然有一定市場空間。公司開發的中高壓輸氫管及中高壓快插技術,也能廣泛應用在氫能源(含燃料電池及內燃機)車輛、氫氣存儲運輸甚至空調、空氣懸架、制動等中高壓流體領域。因此,公司有足夠的新技術儲備應對未來汽車行業格局的變化。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.