麥格米特(002851.SZ):有多個大客户在項目定點後已經開始逐步進入交付階段
格隆匯11月6日丨麥格米特(002851.SZ)在投資者互動平台表示,公司近年來持續拓展新能源汽車領域的新客户,不斷優化客户結構,現已與北汽新能源、零跑、吉利、金康、東風、一汽等整車廠及國際知名汽車零部件供應商客户建立合作,雖然2024年前三季度公司新能源汽車及軌交板塊業務的收入增速不如預期,但這主要是由於客户提貨進度問題而非訂單減少。從長期發展來看,公司目前佈局的產品豐富多樣,包括電驅電控、車載電源、熱管理、車規級精密連接等部件及系統產品,並且有多個大客户在項目定點後已經開始逐步進入交付階段,新客户、新產品帶來的新增需求將為公司未來新能源汽車業務持續增長提供更強勁的支撐力。
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