慧翰股份(301600.SZ):為寧德時代提供提智能終端
格隆匯1月16日丨慧翰股份(301600.SZ)在投資者關係活動上表示,公司的底層技術是汽車與ICT技術,包括通信、安全、計算等;廣泛應用在智能汽車、新能源電池及工業物聯網等領域;公司的產品形態主要包括車聯網智能終端、物聯網智能模組軟件和技術服務。公司車聯網智能終端產品包括車聯網TBOX和eCall終端,主要應用於汽車智能網聯和汽車安全等領域,相關產品已經搭載在上汽集團、奇瑞汽車、吉利汽車、比亞迪、長城汽車、廣汽集團、理想汽車、蔚來汽車等知名主機廠的車上,為上述客户的一級供應商。除此之外,公司的物聯網智能模組產品包括智能模組和智能單元,主要應用於汽車智能座艙和車身聯網等汽車電子領域,同時也應用於工業級物聯網市場。另一方面,公司將信息通信技術、車聯網技術遷移到產業物聯網領域,如能源管理領域:公司為寧德時代提供提智能終端,對電池包的日常數據進行了採集和維護,並提供OTA軟件升級等附加功能;2021年至2023年,公司營業收入複合增長率為38.85%,淨利潤複合增長率為46.80%,公司近三年業績均大幅增長。
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