研報掘金丨信達證券:凌雲股份新合資公司打造國際化發展新格局,業務有望外延機器人領域
信達證券研報指出,凌雲股份(600480.SH)新合資公司打造國際化發展新格局,有望進一步擴大歐洲市場份額,同時公司業務有望外延機器人領域。公司擬將摩洛哥生產基地打造成為歐洲、北美和亞洲全球三大汽車市場的低成本製造基地之一,建設輻射摩洛哥、西班牙、葡萄牙等北非和歐洲市場的屬地化生產基地,以STLA、寶馬、平治、雷諾、福特、大眾、TSL 等國際車企為目標客户,積極拓展新能源電池產品、車身結構件等傳統優勢產品的配套能力,一方面可以滿足STLA等客户在當地屬地化供貨的需求,一方面可以輻射歐洲相關區域潛在競標項目市場。公司與豪美新材開展合作,可以降低汽車零部件產品的鋁型材原材料成本,後續將適時延伸產業鏈,合作共建鋁型材生產能力,穩定材料供應,降低產品成本,為全球項目定點的獲取提供有力支撐。此外,母公司參與異構人形機器人訓練場啟用儀式,公司業務有望外延機器人領域。
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