均勝電子(600699.SH)2024年報:全球新增訂單839億元 再創歷史新高
3月27日,均勝電子發佈2024全年業績報吿稱,2024年新訂單金額再創新高,新獲定點項目的全生命週期訂單約為839億元。其中,汽車安全業務新獲定點項目的全生命週期金額約為574億元,規模創歷史新高,中國、亞太、歐洲區業務超出預期,市場地位持續增長,尤其是在日本區域重新獲得日系客户規模化訂單;汽車電子業務新獲定點項目的全生命週期金額約為265億元。
在拓展新能源和國內客户訂單策略下,均勝電子與中國市場特別是自主品牌/新勢力的合作關係不斷加強。2024年,均勝電子新能源相關的新訂單金額超460億元,佔比超55%;國內新獲訂單金額約350億元,佔比超40%,且頭部自主品牌及造車新勢力客户訂單金額佔比持續提升,尤其汽車安全業務已完成對新能源銷量榜TOP10客户的全覆蓋。
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