安利股份(300218.SZ):公司產品在比亞迪、豐田等汽車品牌的部分車型上實現應用
格隆匯7月15日丨安利股份(300218.SZ)近日在接待機構投資者調研時表示,近年來,特斯拉引領了國內新能源汽車使用PU合成革作為內飾材料的趨勢。與布藝、PVC人造革和真皮相比,聚氨酯合成革和複合材料手感、觸感、膚感、質感和視覺感優良,耐久耐用性、生態環保、阻燃、防污等性能更加優異,且性價比高,優勢明顯,契合了消費者對汽車內飾新的需求,尤其是年輕一代消費者更青睞於PU材料呈現出的科技感和時尚感,促進帶動了聚氨酯合成革及複合材料在汽車內飾領域的擴大應用,形成對天然皮革、PVC人造革和布藝的良好替代,市場空間廣闊。
公司2015年進入汽車內飾領域,最早和合肥本土汽車品牌江淮汽車開展合作。因當時汽車內飾材料主要是真皮、PVC和紡織品,因市場機會少、渠道關係有限等因素,公司汽車內飾收入規模較小。後來公司陸續成為豐田、長城、小鵬、比亞迪等知名汽車品牌供應商,2023年下半年開始逐步放量。公司目前服務的汽車品牌逐漸增多,公司產品在比亞迪、豐田、小鵬、長城、極越、極氪、賽力斯等汽車品牌的部分車型上實現應用,處於起步、打基礎和蓄勢積能的階段。
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.