電科芯片(600877.SH):正積極與行業客户探討BMS及電機驅動芯片的合作
格隆匯7月8日丨電科芯片(600877.SH)近日在接待機構投資者調研時表示,公司北斗短報文模塊在某頭部車企實現批量供貨,目前正積極導入其他知名車企;衞星及慣性組合導航模塊實現批量供貨;面向新能源汽車應用的BMS動態內阻監測產品、電源管理等產品在積極佈局中;車規級低邊電子開關取得AEC-Q100認證,實現量產交付;子公司瑞晶實業已通過IATF16949(汽車生產件及相關服務件組織的質量管理體系)車規級認證,為公司未來在汽車電子領域的產業佈局、產業協同奠定了紮實的基礎。目前整體而言,受整車廠產品導入速度限制,汽車電子對公司經營貢獻程度較低,請投資者注意相關風險。
目前,公司正積極與行業客户探討BMS及電機驅動芯片的合作,同時電子開關芯片通過內部資源整合已向某行業客户供貨,公司計劃推動實現衞星通信、導航定位等射頻與通信芯片的初步佈局,加大在車用電機驅動芯片、電子開關芯片等產品的市場開拓力度,推動儘快進入整車廠供應鏈體系。其中,公司擁有BMS(電池管理系統)技術,雖當前主要應用於儲能領域如軌道列車,尚未全面進軍汽車市場,但未來規劃中將擴展至汽車電子、新能源等更廣泛領域,同步增加動態內阻監測以增強綜合性能,滿足客户更豐富的產品需求。
長遠來看,公司將物聯網作為戰略突破口,穩固主業現金流的同時,探索安全電子與綠色能源領域,包括推動汽車電子的持續發展。公司專注於開發具有市場潛力的核心產品,確保在每個階段形成新的潛在業績增長點,並期望在汽車電子這一重要賽道實現突破。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.