新強聯(300850.SZ):新客户的開發從普通的偏航變槳到獨立變槳,已經進入到小批量供貨
格隆匯12月12日丨新強聯(300850.SZ)在投資者關係活動上表示,從2023年前半年到12月份,對新客户的開發從普通的偏航變槳到獨立變槳,已經進入到小批量供貨了,主軸承進入前期溝通階段;新客户的獨立變槳樣機也在實驗過程中;調心軸承在原有客户中也基本上順利過了樣機測試,下一步進入小批量生產階段。新訂單的確定基本上在12月中下旬或者次年1月份,在跟客户溝通在溝通過程中,整體來説明年會比今年會好一點,因為涉及到到十四五規劃,2024年和2025年這兩年,比較關鍵;另一方面,我們有些小批量、中批量、大批量的客户陸續也釋放一部分產能;2024年產能會逐漸釋放。
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