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廣東鴻圖(002101.SZ):目前有四台超大型壓鑄設備在生產已量產的項目產品
格隆匯 08-13 21:15

格隆匯8月13日丨廣東鴻圖(002101.SZ)公佈,從整體銷售情況來看,今年的重點還是在一些自主品牌的車企,比如比亞迪、奇瑞等。關於一體化壓鑄,我們目前有四台超大型壓鑄設備在生產已量產的項目產品,分別對應四款車型;同時也有新的產品和客户處於定點階段,目前廣州工廠的產能利用率已達 80%,近乎滿負荷。公司與新能源車企的頭部基本都有合作,也在對接海外北美的頭部車企,目前海內外都有新能源汽車相關的佈局和業務開展。

對整個一體化壓鑄來講,毛利情況取決於整個生產工藝的策劃,剛量產階段可能產品盈利水平相對較低,但產品的整個生命週期內有很大的提升空間。我們產品目前的良品率、量產情況都對標行業最優的參數,一體化壓鑄的產品項目達產之後利潤率不會比傳統壓鑄件低太多。

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