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萬豐奧威(002085.SZ):汽車輕量化業務將進一步聚焦主業 向鋁合金和鎂合金壓鑄業務拓展應用場景
格隆匯 06-03 06:58

格隆匯6月3日丨萬豐奧威(002085.SZ)近日在接待機構投資者調研時表示,公司汽車輕量化業務將進一步聚焦主業,優化資產結構,向鋁合金和鎂合金壓鑄業務拓展應用場景。汽車鋁合金輪轂前期率先完成向新能源汽車的卡位配套,為比亞迪、奇瑞、賽力斯、大眾等主機廠重要合作伙伴。公司在產業競爭的大環境下持續優化客户結構,產能向高附加值鋁輪轂產品切換,同時拓展海外優質客户,盈利水平有較大提升空間;進一步的,加大生產線數字化管理升級投資力度,提高生產效率,提升未來單車配套價值量和盈利水平。

在鎂合金壓鑄領域,充分發揮鎂合金輕量化、導熱好、減震抗噪、抗電磁輻射等優點,在新能源汽車快速普及的環境下,加大汽車 CCB、門內板、後掀背門板、電驅殼體等大型件領域國內市場開發,在與向戰略客户車型批量交付的同時,增大新車型鎂合金配套配套開發力度以及產品使用場景,鎂合金產品的優勢將進一步得到發揮。進一步的,從客户開拓與產品拓展兩個維度提高國內新能源主機廠的滲透率和單車價值量。

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