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安利股份(300218.SZ):公司進入比亞迪供應商體系較晚,佔其內部份額較小,有較大提升空間

格隆匯12月14日丨安利股份(300218.SZ)投資者關係活動上表示,汽車內飾是公司重點開拓的新興市場領域,經過長期蓄勢積能,目前成效初顯,2023年下半年開始逐步放量。比亞迪是新能源汽車中的龍頭企業,目前有多款車型在公司定點,部分已量產,部分處於開發階段,年底至明年有新車型上市。公司進入比亞迪供應商體系較晚,佔其內部份額較小,有較大提升空間。公司努力擴大定點項目,爭取更多訂單。單車用量根據品牌方設計理念、定點車型、使用部位、材料性能、單價等,會有所區別。目前,公司汽車內飾材料在比亞迪中的單車平均用量約2-6米左右。

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