雲意電氣(300304.SZ):在智能電源控制器領域早已突破國外壟斷“卡脖子”技術
格隆匯12月5日丨雲意電氣(300304.SZ)近期在接待機構投資者調研時表示,公司在智能電源控制器領域早已突破國外壟斷“卡脖子”技術,現已具備主控芯片核心算法及功能設計、車用大功率二極管製備、車用精密支架注塑成型工藝等高度垂直整合能力,產品綜合成本有競爭優勢。隨着新能源汽車逐步替代燃油車,從全球視角看行業長尾效應顯著,行業份額將不斷向龍頭企業集中,未來公司將緊抓市場機遇,加快海外市場佈局,力爭不斷提高全球市佔率,緊密戰略合作,不斷提升該業務盈利水平,穩定業績增長。
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