斯菱股份(301550.SZ):目前非汽車軸承在公司的業務佔比較小
格隆匯5月17日丨斯菱股份(301550.SZ)於2024年5月17日接受特定對象調研,就“除了汽車、機器人零部件行業以外,斯菱在非汽車行業是否還有其他規劃?”,公司回覆稱,目前非汽車軸承在公司的業務佔比較小,主要集中在農機軸承和農機軸承單元。農機軸承產品升級迭代,逐步從農機軸承過渡到使用農機軸承單元,其製造工藝和公司現有產品工藝類似,因此農機廠商選擇斯菱一起做前期開發,是公司未來持續開發拓展的產品品類。未來如果有非汽車軸承的項目性訂單,公司將評估項目協同性選擇切入。
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